BLOG

Latest Insights from Aloha.

FEATURED

May 13, 2024

$100k Private Credit Investment Case Study

Private credit offers diversification and higher interest potential, making it an attractive asset class for accredited investors.

FEATURED

May 15, 2024

Maximizing the Potential Value of an Asset Sale (Like a Business or Real Estate): Deferred Sales Trusts

Deferred Sales Trusts are an amazing tool to help reduce an immediate tax bill when selling a highly appreciated business or real estate asset.

April 3, 2024

Understanding Depreciation in Commercial Real Estate

February 29, 2024

Case Study: $3.5M 1031 Exchange into DSTs

Learn how we helped our client facilitate a $3.5M 1031 exchange where they leveled up into the asset class of their choice through 4 properties in a DST.

July 23, 2024

1031’ing Out of California – Case Study

As an apartment owner and landlord, are you aware of the looming nightmare that may await in CA?
Our client thought so, which is how we were able to get them out of California and into Class A commercial real estate properties.

July 9, 2024

An Alternative Approach to Retirement Diversification

Have you ever wondered what an “alternative investment” is? Ever think about what it would be like to invest part of your financial portfolio in a private offering?
That’s just what our recent case study is about.

June 24, 2024

How We Saved a $900k 1031 Exchange with DSTs – Case Study

1031 exchange investors have 45 days to identify new property to defer capital gains taxes.

But what happens when you can’t find a property in the 45 day window, or if one of your identified properties falls out of escrow on day 42?

May 30, 2024

Apartment Owners Association (AOA) Spring Conference Recap

The Apartment Owners Association Spring Power Conference took place at the Marina Village in San Diego and Aloha had the opportunity to attend the event as a sponsor.