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Strategic Tax Mitigation: Unveiling Opportunities in Real Estate through 1031 Exchanges and QOZ Investments

By Joseph Carey, CFA®
Alternative Investment Strategist

Navigating a diverse and intricate array of individual financial situations often transforms the mitigation of tax burdens into more of an art than a science. Beyond the conventional practice of tax-loss harvesting in public portfolios, alternative tax-aware solutions exist for distinctive circumstances, proving advantageous when appropriately applied. In the realm of private Real Estate, two notable avenues are the 1031 Exchanges and Qualified Opportunity Zones (“QOZ”). more


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