Structured Tax Solutions
Boustead Securities, LLC through its Corporate Advisory Group, offers investors “customized” 1031 tax-deferred exchange transactions that enable diversification from highly appreciated real estate to diversified portfolios of 6% income properties. Investor ownership via DST’s (Delaware Statutory Trusts).
1031 DST portfolios include:
•NN and NNN Single Tenant Commercial Properties § Targeting Amazon and Recession Resistant Assets.
•Diversification (approx. 20 properties per portfolio)
•Electronic deposit of monthly income.
•Short-Term Exit Optionality.
Corporate Advisory Group- Structured Tax Solutions:
Through its Corporate Advisory Group, Boustead offers its clients customized Tax Solutions in the following areas:
•DST’s- 1031 Tax Deferred Exchange: Highly Appreciated Property.
•Qualified Opportunity Zone Funds (QOF’s): Tax Minimization- Sale of a Business.
•Deferred Sales Trusts (DST): Sale of Personal Residence.
•Variable Forward Contracts: Risk, Liquidity, Tax Solution- Restricted Stock, CEO’s, founders.
•Tax-Neutral Exchange Funds: Diversification out of Concentrated Stock Holdings.
•Charitable Remainder Trusts (CRT’s): Tax Elimination- Sale of Highly Appreciated Assets.