Why Minneapolis Real Estate Investors Are Using DSTs to Exit Properties
Corey Smith Corey Smith

Why Minneapolis Real Estate Investors Are Using DSTs to Exit Properties

Minneapolis has seen strong real estate appreciation over the past decade — which means many local investors are sitting on significant gains and facing a difficult question: how do you exit without handing a large portion to the IRS? Delaware Statutory Trusts are providing a compelling answer.

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What Is a 1031 Exchange? A Simple Guide for Real Estate Investors
Corey Smith Corey Smith

What Is a 1031 Exchange? A Simple Guide for Real Estate Investors

Selling an investment property doesn't have to mean a big tax bill. This guide breaks down how a 1031 exchange works, the critical deadlines you need to know, and who this strategy makes the most sense for. We also cover how Delaware Statutory Trusts can fit into the picture for investors looking to step back from active property management — while keeping their equity working for them.

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What Is an 831(b) Captive Insurance Plan?
Corey Smith Corey Smith

What Is an 831(b) Captive Insurance Plan?

If your business carries risks that traditional insurance doesn't fully cover, an 831(b) captive insurance plan might be worth a closer look. In this post, we break down how these plans work, why some business owners use them as part of a broader risk management strategy, and what the IRS requires to keep them compliant. We also cover who this structure may be right for — and the important red flags to watch out for. Whether you're exploring this for the first time or want a clearer understanding of the risks and benefits, this is a practical, no-shortcuts guide to getting it right.

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Why High-Net-Worth Investors Are Moving Beyond Stocks and Bonds
Corey Smith Corey Smith

Why High-Net-Worth Investors Are Moving Beyond Stocks and Bonds

For decades, the 60/40 portfolio was the gold standard. But today's high-net-worth investors are looking beyond Wall Street — toward alternative investments that offer stronger diversification, tax advantages, and passive income potential. Here's what's driving the shift.

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WHO IS TRUE NORTH?
Corey Smith Corey Smith

WHO IS TRUE NORTH?

Learn how True North Private Investments helps accredited investors with tax-aware strategies like DSTs, private credit, and Qualified Opportunity Zones after a liquidity event. Get clarity on private alternatives beyond traditional markets.

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