Category
Market Info
Geographic and regional market coverage for 1031 investors: state and metro-level considerations, tax climates, and replacement-market dynamics across major U.S. markets.
- How to Weigh Geography in DST Selection
Asset class gets diversified; geography often does not. How advisors document a defensible geographic allocation before the identification deadline.
- The Tampa Case for DST Allocations
Tampa combines Florida's absence of a state income tax with migration-driven demand and port-anchored logistics, a distinct Sun Belt DST profile.
- The Chicago Case for DST Allocations
Chicago pairs a metro population above 7 million with Fortune 500 employers across uncorrelated sectors, a layered demand base for DST allocations.
- Geographic Market Selection for DST Portfolios: Why Chicago and Tampa Belong on the Short List
Concentration in a single metro is a structural vulnerability, not a strategy. Chicago and Tampa offer distinct, complementary economic foundations that support a defensible geographic diversification thesis for Delaware Statutory Trust allocations.
- Phoenix 1031: Sun Belt replacement market and low-friction exits
- Inland Empire 1031: industrial growth and exchange strategy
- Los Angeles 1031: the largest relinquishment market in the West
- Orange County 1031: coastal California exits and replacement strategy
- San Diego 1031: what makes the market
- SF Bay Area 1031: tech equity, high gains, and exchange strategy
- Denver 1031: Mountain West growth corridor and flat tax advantage
- Miami 1031: Florida's no-income-tax advantage and fast-appreciating market
- New York City 1031: highest combined tax burden and maximum deferral urgency
- Dallas 1031: deep NNN inventory and zero state income tax
- Houston 1031: energy corridor NNN and no state income tax
- Seattle 1031: navigating Washington's 7% capital-gains tax