What do these investment strategy comparisons cover?
Each page places two tax-advantaged approaches side by side — how each one works, and where they differ on control, tax treatment, timing, and risk. The current set covers 1031 exchanges versus Opportunity Zone funds, Delaware Statutory Trusts versus tenants-in-common ownership, DSTs versus net-lease property, DSTs versus 721/UPREIT contributions, and deferring a gain through an exchange versus simply paying the tax. They are educational comparisons of strategy categories, not recommendations of any specific investment.
Which strategy is better?
There is no single answer, which is why these are comparisons rather than rankings. The right approach depends on your tax situation, your timeline, how much control you want over the asset, your liquidity needs, and your tolerance for risk. Each comparison describes the situations a strategy is typically designed for so you can narrow the field before speaking with your own tax and legal advisers.
Do I need to be an accredited investor to use these strategies?
Several of the strategies discussed — including Delaware Statutory Trusts and Opportunity Zone funds — are offered through private placements that are generally limited to accredited investors. Others, such as a traditional 1031 exchange into property you hold directly, are not subject to that limitation. Each page notes where accreditation is typically required.
Is this tax advice?
No. These pages are educational only. They describe how categories of strategy generally work under current federal tax rules; they do not address your individual circumstances, and tax rules change. Confirm any figure or conclusion with your own tax and legal advisers before acting. Individual circumstances vary.
How do these comparisons relate to the calculators and glossary?
The comparisons explain how two strategies differ; the
calculators estimate the numbers for your own sale; and the
glossary defines the individual terms each page uses. Most people move through all three — understand the term, compare the approaches, then run the arithmetic on their own figures.
