Deferred Sales Trust: A Flexible Alternative to a 1031 Exchange
Wednesday, September 02
Selling a highly appreciated real estate investment can create a difficult decision. You may be ready to sell, but the potential capital gains tax makes you hesitate. A 1031 exchange can provide tax deferral, but it also means finding another qualifying property within strict deadlines. For inves...
Building a Real Estate Acquisition Business With Systems That Scale
Tuesday, September 01
Getting started in real estate investing can seem straightforward from the outside. Find a property, negotiate a good price, improve it if necessary, and either sell it or hold it. In practice, building a consistent real estate acquisition business requires much more. Investors need dependable le...
Breaking the Multifamily Capital Gains Tax Trap
Thursday, August 27
If you own a highly appreciated multifamily property, you may eventually face a difficult question: How do you sell without giving up a significant portion of your gains to taxes? For multifamily investors, especially those operating in states such as California and New York, there can be several...
Creative Financing and Private Lending for Real Estate Investors
Wednesday, August 26
Real estate investors often start with traditional financing because it is familiar, structured, and widely available. But traditional financing also comes with limitations. When markets change, property values decline, renovation timelines stretch, or an investment strategy needs to change, conv...
5 Real Estate Wealth-Building Lessons From Patrick Lilly
Tuesday, August 25
Real estate wealth is rarely built through a single great deal. More often, it comes from making a series of thoughtful decisions about where to invest, how to structure ownership, when to sell, and how to preserve what you've built. After more than three decades in real estate, New York City bro...
Building a Tax-Deferred Exit Plan for Capital Gains Tax Deferral Guide
Monday, August 24
Selling a highly appreciated asset can create significant tax considerations. For real estate investors and business owners, capital gains taxes, depreciation recapture, state taxes, and other potential liabilities can affect the amount of proceeds available after a sale. For this reason, tax pla...