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Texas-registered investment adviser · FiduciaryServices for accredited investors and high-net-worth families

Glossary

Glossary of alternative investment and tax terms.

67 plain-English definitions from our advisers. Updated October 2026.

Nashional Investments · Updated October 2026

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10-Year ExclusionOpportunity Zones 1031 Exchange1031 and DST 180-Day Exchange Period1031 and DST 180-Day Investment PeriodOpportunity Zones 200% Rule1031 and DST 45-Day Identification Period1031 and DST 721 Exchange1031 and DST 95% Rule1031 and DST Accredited InvestorPrivate Markets BitcoinDigital Assets Boot1031 and DST Capital CallPrivate Markets Cash Balance PlanTax Cash Value Life InsuranceInsurance CBDADigital Assets Charitable Remainder TrustTax Debt Replacement1031 and DST Delaware Statutory Trust1031 and DST Depreciation Recapture1031 and DST Digital AssetDigital Assets Digital Asset CustodyDigital Assets Donor-Advised FundTax DST Operating Restrictions1031 and DST Fee-Based AdviserRegulatory Fiduciary DutyRegulatory Form 8996 and Form 8997Opportunity Zones Form ADVRegulatory Health Savings AccountTax Illiquidity PremiumPrivate Markets Indexed Universal LifeInsurance Installment SaleTax Intangible Drilling CostsEnergy Interval FundPrivate Markets Like-Kind Property1031 and DST Long-Term Capital GainsTax Net Investment Income TaxTax Non-Traded REITPrivate Markets Percentage DepletionEnergy Private CreditPrivate Markets Private EquityPrivate Markets Private KeyDigital Assets Private Placement Memorandum1031 and DST QOZ Basis Step-UpOpportunity Zones Qualified ClientPrivate Markets Qualified Intermediary1031 and DST Qualified Opportunity FundOpportunity Zones Qualified Opportunity ZoneOpportunity Zones Qualified PurchaserPrivate Markets Qualified Rural Opportunity FundOpportunity Zones Registered Investment AdviserRegulatory Regulation DPrivate Markets Revenue Ruling 2004-861031 and DST Reverse Exchange1031 and DST Royalty InterestEnergy Sponsor1031 and DST Spot Bitcoin ETPDigital Assets State-Registered AdviserRegulatory Step-Up in Basis at DeathTax Structured NotePrivate Markets Substantial Improvement TestOpportunity Zones Tangible Drilling CostsEnergy Tax-Loss HarvestingTax Tenant-in-Common1031 and DST Texas State Securities BoardRegulatory Three-Property Rule1031 and DST Triple Net Lease1031 and DST Working InterestEnergy

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