An education-first look at how some real estate investors approach passing property wealth to their heirs — and the questions worth asking your tax, legal, and estate advisors before you sell.
Many investors spend decades building a real estate portfolio — and eventually start asking what happens to it next. Sell now and face a significant tax bill? Hold and leave heirs to manage property they may not want? These are questions worth understanding before a sale, with your own advisors at the table.
Clear, candid education only — every family's situation is different, and none of this is tax or legal advice.
Why selling appreciated investment property can trigger capital gains and depreciation recapture — and where a 1031 exchange may fit.
How a 1031 exchange into a DST can move you from active landlording to passive, professionally managed real estate — and what that can mean for heirs who don't want to manage property.
The specific questions to bring to your estate attorney and CPA — so you make decisions with clear eyes, not under deadline pressure.
DSTs are securities with real risks, and tax rules are complex and individual. Anyone exploring this should weigh the following and review all materials with their own advisors.
Start with how a 1031 exchange actually works, then bring your questions to your own advisors.
Prefer to talk it through? Reach Mark →