Four Rules For Your Next 1031 Exchange
Friday, June 24
When a 1031 exchange works, it works really well. Investors can defer capital gains tax when they swap one piece of real estate for another, “like-kind” parcel. Unfortunately, there are many ways that an exchange can go awry and negate the tax deferred nature of the transaction. To ensure your ne...
Don't Forget About Recaptured Depreciation In Your Next 1031 Exchange
Thursday, June 23
Savvy investors understand that a 1031 exchange is one of the fastest ways to grow a real estate investment portfolio. Avoiding capital gains tax offers the advantage of immediately reinvesting money that would otherwise go to the IRS.Sounds great, right? Unfortunately, there is one special rule ...
"Like Kind" In A 1031 Exchange: What Is It And Why Is It Important?
Wednesday, June 15
A 1031 exchange can offer powerful tax-deferral benefits to an investor, but only when stringent IRS rules are met. One of these requirements is that the relinquished property and replacement property involved in the 1031 exchange is “like-kind.”In many transactions, “like kind” is fairly straigh...
Understanding Securitized Real Estate
Wednesday, June 15
For the non-professional investor, a phrase like “securitized real estate” may not be a familiar concept. However, it pays to learn about this type of investment, as it offers a unique set of benefits not found elsewhere.Securitized real estate is simply real estate that is packaged and sold as a...
Understanding The Inner Workings Of A Delaware Statutory Trust
Wednesday, June 15
Owing to an aging investor population, one trend that is seen is that investors – especially baby boomers – are seeking out more passive investment opportunities. They no longer wish to concern themselves with the day-to-day responsibilities of dealing with tenants and the issues that come from d...
Dealing With QDROs - Common Errors
Wednesday, June 15
In addition to my work as a qualified intermediary and licensed real estate professional, I also have extensive experience in forensic accounting, business valuations and preparing Qualified Domestic Relations Orders to divide retirement accounts in divorces. While these different professional en...