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Can a Drop & Swap Solve Your Partnership Conflicts over Real Estate?

Sunday, January 22

When it comes to investing in investment real estate, often a group of investors with shared interests will form an LLC or Partnership to facilitate the purchase. However, as time goes on, these same investors sometimes have diverging interests about their investments. Some may want to sell and r...


Exchanging Personal Property Via Section 1031 of the Tax Code

Friday, January 20

Although the vast majority of #1031 exchanges involve real estate, the #tax code does permit the exchange of personal property, too. Of course, the personal property still has to adhere to the stringent requirements of section 1031. That means the personal property has to be used for business, tr...


The Basics of NNN Lease Properties

Wednesday, January 18

In today’s uncertain economic times, traditional investments provide neither the stability or meaningful returns that investors seek. Perhaps that is why interest in net-leased, single-tenant real estate is skyrocketing. But for the casual investor, these properties – commonly called NNN or STNL ...


The Three Responsibilities of Your Qualified Intermediary

Sunday, January 15

If you’re planning a #1031 exchange, you will likely require the services of a Qualified Intermediary. This individual is the one who keeps you on track and fulfills an indispensable role to keep you from violating the strict rules of the tax code.And while the exchange process itself is relative...


Tax-Deferred or Tax-Free? What is it for 1031 Exchanges?

Friday, January 13

There are many myths circulating about the power of section #1031 of the US Tax Code. One of the biggest ones has to do with tax liability. Many inexperienced investors often refer to an exchange as “tax-free.” And, while that would be great if true, it is not. (Well, there is one exception, disc...


Voiding a 1031 Exchange by Violating the Related Party Rule

Wednesday, January 11

The end of 2016 saw an interesting case come out of U.S. Tax Court. It had to do with an attempted #1031 exchange that violated a very important provision of the code – the prohibition against related parties engaging in an exchange together.While related parties may conduct exchanges together, t...