Using Expenses to Reduce Capital Gains Taxes

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Capital gains taxes (CGT) can represent a significant expense when you sell a property. However, there are ways to reduce the tax liability, including using certain expenses to offset realized gains.

Mar 23, 2025

Renting A 1031 Exchange Property to Friends or Family

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The Internal Revenue Code Section 1021–”Exchange of Real Property Held for Productive Use or Investment–can be a way for you to possibly defer capital gains taxes and depreciation recapture on investment property you sell or use for business purposes.

Mar 22, 2025

Using Section 721 to Dispose of Commercial Real Estate

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Owning and managing commercial real estate (CRE) properties requires a great deal of time, money, and know-how. If you’re a CRE owner or investor who wants to move on, you could sell your properties. However, property value appreciation can mean capital gains taxes.

Mar 21, 2025

The Factors Impacting NNN Property Returns

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A triple-net lease (NNN) real estate property can provide steady passive income with minimal landlord responsibilities. However, a triple-net arrangement doesn’t guarantee automatic returns. Many factors are involved in the success of a NNN arrangement.

Mar 20, 2025

The Limitations of REIT Investments

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A real estate investment trust (REIT) is a company that buys, sells, operates, and finances income-producing properties. REITs raise capital to acquire and manage these properties by selling units or shares to investors. Income generated by the owned properties through rent and property appreciation is distributed to investors as dividends or cash flow.

Mar 19, 2025

Wealth Management: What it Is, What it Costs, When to Use

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Real estate, stocks, bonds, and other assets can grow wealth for current needs. These assets can also pass that wealth to future generations. However, making the right decisions to reach and maintain financial goals can be difficult and complex.

Mar 17, 2025

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