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Real Estate


House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
For many Americans, homeownership is their most significant financial asset. However, real estate investments can leave much of your wealth tied up in real estate, and limited liquidity for a more balanced investment strategy. Fortunately, several strategies exist to manage real estate wealth tax-efficiently, turning equity into liquidity while preserving long-term value. Below, we explore tools like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges (UPREITs

Andrew Van Alstyne CFP®, EA, MBA
Dec 20, 20243 min read

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