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Diversifying Investments

Oil & Gas

Oil & Gas

In the case of an energy-based program, most of a participant’s interest lies underground; hence the term “subsurface interests”. Subsurface interests are

Presidential Disasters

Delaware Statutory Trusts

What if your property was damaged in a Presidential Disaster? The Stafford Act is a 1988 version of the Disaster Relief Act of 1974. It created the system

Delaware Statutory Trusts

Delaware Statutory Trusts

A Delaware statutory trust (DST) permits fractional ownership where multiple investors can share ownership in a single property or a portfolio of properties


Opportunity Zones

Delaware Statutory Trusts

The Opportunity Zones that were created by the Tax Cuts and Jobs Act have generated a fair amount of buzz in the legal, accounting and real estate communities and have raised questions on application to 1031

Non-Traded REIT's

Non-Traded Reits

A REIT (Real Estate Investment Trust) is a tax-advantaged investment vehicle created in 1960 as part of the Cigar Excise Tax Extension with the purpose of buying and holding real estate

Closed End Interval Funds

Delaware Statutory Trusts

Many alternative income-generating investments have not been accessible to individual investors due to prohibitively high investment minimums and complete illiquidity. Interval funds are special investment vehicles