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260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation

Tax Smart Real Estate Investors Podcast

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Challenges of Wealth Creation with Private Real Estate

When seeking long-term wealth creation through private real estate, common challenges include overpaying on a price per square foot basis, facing single credit risk, dealing with declining lease terms, and encountering risks such as losing equity and value, as well as incurring ordinary income taxes. Investing in triple net properties may lead to problems with asset value erosion, lack of diversification when trading into other assets, and low cash flows due to debt amortization. Delaware's statutory trust (DSTs) are also a common tool, but may not provide adequate diversification.

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