1. America’s Housing Shortage

    Archer Field Notes Blog Addition   20. America’s Housing Shortage (4-16-18) I thought you might find this WSJ article interesting about how homebuilding isn’t keeping up with population growth. By Laura Kusisto April 16, 2018 America’s housing shortage is more wide-ranging than cloistered coastal markets, stretching from pricey locales such as California and Massachusetts to more surprisin…Read More

  2. Increase Returns with these 6 Key Strategies

    There are six key strategies for Increasing returns from real property investments: Property Selection Active Property Management Secondary Income Streams Property Maintenance Tax Implications Increasing Cash Flow Let’s look at how each strategy, when employed correctly, could improve your bottom line. Property Selection. You never want to own all your properties in one geographic location or in…Read More

  3. Here’s Why You Should Never Buy Property Sight Unseen

    Situation: You’re looking over some written materials on a potential investment, but it’s across the country and you have no time to go see it. On paper, it seems like a deal too good to be true. It might actually be that good a deal, however, you’ll never know until you see it. Let me share a story.... I’m in the syndicated real estate business. What I do is help investors purchase large …Read More

  4. DSTs vs REITS

    While your financial advisor may be great at putting together your stock portfolio, many are unaware of the benefits investing in DSTs can provide (especially when compared to REITs). This lack of understanding can potentially be costing you money and equity. I'm assuming you don't want to have to pay unnecessary taxes or lose the potential for gaining equity. Right, neither would I. DSTs share si…Read More

  5. Are Your Rental Properties Weighing You Down?

    Meet Jack. He’s a 58-year old engineer, lives in Los Angeles, and owns four residential rental properties. He manages them himself, and lately, it’s been exhausting. As Jack starts planning for retirement, he thinks his time might be better spent off the highway traveling between his properties, and concentrating on the next chapter in his life. Jack doesn’t want to sell his properties becau…Read More

  6. Free Up Your Time – With DST Investments

    Owning and maintaining a traditional rental property requires lots of time actively managing that property. Whether unclogging toilets or paying the taxes, overseeing property may become expensive, and may lead to stress in the tenant-owner relationship. Owning a DST is vastly different. Property owners are no longer hamstrung by daily upkeep and repairs. My clients experience a wide range of em…Read More

  7. What Do Doctors and Real Estate Investment Advisors Have In Common?

    Plenty of well-intentioned people enter the investing ring believing that they don’t need any professional guidance. Educated investors who’ve socked away a sizeable nest egg assume that money is the only qualification necessary to make solid investment decisions. While it’s true that some people are successful when investing on their own, many more people find the prospect overwhelming, and…Read More

  8. Long Term Capital Gains Tax Rates

    Long Term Capital Gains Tax Rates For Most Accredited Investors 1 Element Rate Federal (2) 15-20% State 0-10.3% Depreciation Recapture 25% of Depreciation Claimed Medical Surtax 3.80% 1. These rates be differ among the various tax brackets and/or income brackets 2. Taxpayers in the 10% and 15% tax brackets pay no Federal Capital Gains tax. This table is roughly accurate, but not a full representat…Read More

  9. Definition of Accredited Investors

    Currently, accredited investors make up about 8.25 percent of the US population. It’s a small and exclusive club the SEC has delineated on the assumption that, due to their financial success, these people will be able to judge and participate in more sophisticated offerings as seasoned investors. Accredited investors are the only people who qualify to purchase DSTs. Under the Securities Act of 1…Read More

  10. History of Syndicated Real Estate (Tenant-in-Common and DST Properties)

    Back in the early 2000s, the leading Sponsors and real estate attorneys worked together with the IRS and established guidelines that would make the then Tenant-in-Common (TIC) co-ownership structure clearly qualify for 1031 Exchange. The text of the result, IRS Revenue Procedure 2002-22, is shown in full here. As a result of Rev. Proc. 2002-22, the industry exploded in growth. Investors and their …Read More

  11. Property Types in Syndicated Real Estate

    Syndicated real estate investing is found in many different types of properties with multiple subcategories. Each type of property has its benefits and drawbacks. Diversifying the types of property you buy is a terrific way to potentially reduce risk and increase cash flow. 1. Residential property. Multifamily apartment is currently our favorite asset class. To us, it’s all about risk. Historica…Read More

  12. What are the Potential Risks of DST Investments?

    No investment is 100 percent risk-free, and DSTs are no different. We’ve witnessed hundreds of clients experience relief, elation, excitement, and a dramatically improved lifestyle after they’ve exchanged their traditional investments for TICs or DSTs, but they do so with full awareness of the attendant risks. We would be doing you a disservice if we didn’t offer you a thoughtful and cogent …Read More

  13. What are the Potential Benefits of DST Investments

    DST property has become increasingly popular among accredited 1031 exchange investors for its many benefits. Management Free Ownership: DST property eliminates the day-to-day hassles of property management, which allows free time to do the things that are more important to you. All the details of rent collection, leasing, maintenance, repairs and bookkeeping are handled by national class, profess…Read More

  14. How Equity & Capital Gains Are Different

    Capital gains taxes and equity are two real estate concepts that are sometimes misunderstood. In short, capital gains refers to the increase in value of a property and equity refers to the amount of a property that you actually own as opposed to the amount you have financed. Cost Basis: When you purchase a property, you pay an established, contractual price for it, and the purchase will typically …Read More

  15. Important Facts You Need to Know About the 1031 Exchange

    A tax deferred 1031 Exchange is a very structured process. The IRS provides specific and complete guidelines in their publication 544, which can be found on the IRS website. We also recommend you contact your tax advisor for details. If he or she has questions or concerns, we are here to assist you both and to arrange a conference call for all parties. You may sell certain investments and defer al…Read More

  16. How To Calculate Annual Cash Flow

    Here’s a handy form that we use to calculate our clients’ current cash flow and compare it to the potential of receiving a hypothetical 6% on average in a DST custom portfolio. By Leslie Pappas, Founder and CEO…Read More

  17. How Does Archer Help You?

    We selectively do business only with the best and most long standing firms offering DSTs. Not all DST sponsoring firms meet our requirements. Our Broker Dealer, Due Diligence Officer, outside consulting firms and our Founder, Leslie Pappas, review each property available on your behalf in order to provide you with an educated opinion regarding the value and relative potential of a given property. …Read More

  18. How a 1031 Exchange Can Build Equity

    The example below shows you a hypothetical analysis of the cumulative effect of how an investor’s equity could potentially grow over time if they performed 1031 Exchanges every 5 years into new properties, and if they didn’t utilize 1031 Exchange at all. In the right column of this example, the investor pays capital gains taxes on each property sale and then reinvests in new properties. In the…Read More

  19. Who should consider a DST Investment?

    Investors who are seeking to defer their capital gains tax but don’t want to be a landlord anymore Investors who are seeking potentially greater cash flow and possible appreciation return potential than they are currently receiving from their real estate investments. Note all investments, including real estate, carry the risk of loss in addition to possibility of gain. Investors who are retiring…Read More

  20. What is a Delaware Statutory Trust (DST)?

    DST Investments are a potential replacement property alternative for accredited investors seeking to defer their capital gains taxes through the use of a 1031 tax deferred exchange or through a straight cash investment. The DST property ownership structure allows the smaller investor to own shares of interest in large, institutional quality, professionally managed commercial property along with ot…Read More