Real Estate Investment Structures
1. Sole-Ownership 2. Tenant-In-Common Ownership 3. Delaware Statutory Trust Ownership 4. Real Estate Investment Trust 5. Real Estate Funds (LLC or LP Structures) Real estate ownership is often thought… [more]
Don't Miss Those 1031 Exchange Deadlines
Enjoying the benefits of a 1031 exchange isn't as complicated as many fear, but there are some important factors that, if overlooked, can toss those potential benefits out the window. Two of the most notable… [more]
Can You Defer Capital Gain Taxes Indefinitely?
Does the idea of never paying taxes on investment property sound too good to be true? Depreciation recapture taxes and capital gain taxes are important to manage properly when buying and selling investment… [more]
What Qualifies as 1031 Investment Property?
The IRS has set forth certain guidelines that must be met in order for property to qualify for 1031 exchange purposes. These guidelines deal with the purpose, ownership structure, location, and intent… [more]
Calculate Your Capital Gains Taxes
1031 Tax Exchange DOs and DON’Ts
Do: Utilize a Qualified Intermediary to handle your exchange proceeds. If you take possession (constructive receipt) of the proceeds from the sale of your property, this will forfeit your ability to complete… [more]
Introduction to Long-Term Triple Net Leases
1. What Are Investment-Grade, Long-Term NNN Triple Net Leases? 2. Benefits of Investment-Grade, Long-Term NNN Triple Net Leases 3. Drawbacks of Investment-Grade, NNN Long-Term Triple Net Leases 4. Other… [more]
This packet is designed to serve the needs of clients who are 1) facing taxes on capital gains or 2) planning to make an investment (or reinvestment) into real estate. This packet presents a relatively comprehensive set of solutions to provide clients with a broad grasp of their needs and the best strategies available to address those needs. The specific sections and separate articles provide details for clients to understand how each strategy and concept would apply to their particular … Read More!
This section serves the needs of investors who face any capital gains tax situation—regardless of whether it is the result of the sale of property or a business, the maturity of the principal on a note, a large sale of stock, or even certain debt forgiveness situations. Capital Gains Tax Worksheet and Example: This worksheet allows an investor to calculate their potential capital gains taxes on a particular transaction—whether real estate or otherwise. We would be happy to provide you … Read More!
Whether a client’s real estate purchase is motivated by tax deferral or real estate diversification, the benefit from this section is its focus on the fundamentals of real estate analysis, investment, and ownership. This section will equip investors with the essential aspects of investment real estate and help them identify the types of investments that are right for their particular needs and objectives. Real Estate Ownership Types: This article addresses the three most common forms of … Read More!