What is the 3K Capital Loss Rule?

Declaring losses on tax returns is one way to offset capital gains. Reducing capital gains in this way reduces the investor’s potential tax bill. But there are certain rules to follow, and not all losses can be deducted for the current year.

Mar 20, 2024

You Can 1031 Exchange Into A REIT, Here's How

You Can 1031 Exchange Into A REIT, Here's How

Can you transition a property into a Real Estate Investment Trust (REIT) using a 1031 exchange? Yes, but it requires caution. While the IRS doesn't consider direct exchange of REIT shares as 'like-kind,' a sequence of steps that are followed can facilitate the successful completion of the exchange. This implies that transforming an investment property into a REIT via a 1031 exchange is feasible but entails meticulous compliance with IRS rules.

Mar 17, 2024

Do You Pay Capital Gains Tax on Divorce Settlements? 

Mar 15, 2024

5 Myths About Delaware Statutory Trust (DST) Funds That You Need to Know

5 Myths About DST text on a tablet

There are many myths about Delaware Statutory Trust (DST) fund investments that we wanted to help clear up. Delaware Statutory Trusts have their benefits and limitations, but let’s address some of the common misconceptions that we often hear from investors.

Mar 13, 2024

[Webinar Recap] What is a Sponsor and How Can Investors Evaluate Them?

Delaware Statutory Trusts (DST) can offer lucrative, passive revenue streams if you choose the right Sponsor. When Realized evaluates a Sponsor, we want to determine whether or not the Sponsor is a reliable and reputable one. We also want to research their standing and how it could impact the potential investment and return. Additionally, we examine the offer in an effort to ensure it is a viable one and that it aligns with an investor’s goals.

Mar 12, 2024

How Does Rental Property Affect Debt to Income Ratio?

How Does Rental Property Affect Debt to Income Ratio?

Debt-to-income (DTI) ratio is a crucial calculation that compares what you earn to what you owe. Lenders (like banks or mortgage companies) use your debt-to-income ratio to decide whether to grant you credit and how much. Lenders often distinguish between borrower front-end and back-end ratios.

Mar 11, 2024

Learn Ways To Help Build Long-Term Real Estate Wealth

Get Tips For Managing Real Estate Wealth
Download eBook