Realized Blog

“Secondary Sales” of Private Securities (And Tokens) in Crowdfunding

Posted by The Realized Team on May 15, 2018

Realized is fortunate to have Mark Roderick as its guest contributor for this week’s blog. Mark is a well-respected, securities attorney with Flaster/Greenberg. He is also one of the thought leaders in the United States on crowdfunding, and the author of the Crowdfunding Attorney Blog

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Where Are You Taking Your Risk?

Posted by Drew Reynolds on Apr 30, 2018

There is no surprise that real estate investing stands as an attractive opportunity for individuals trying to grow their wealth. Real estate investments cater to diversification1, while allowing for the potential of steady risk-adjusted returns backed by real property. These potential returns that investors look for don’t exist without the onset of a degree of risk, however, making these kind of investments not all rainbows and butterflies - some investment objectives may vary. Whether it derives itself from the market, tenant, or even financing of the property, risk is assumed in a variety of ways and differs property type to property type.

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Topics: 1031 Exchange, Real Estate Investing, 1031 Exchange Basics

The Evolution of the Retail Asset Class

Posted by The Realized Team on Apr 13, 2018

The retail industry is all around us. Whether it is helping us put food on the table, clothes on our backs, or delivering us a common product, we rely on retail to provide us with what we need, when we need it. From local shopping centers to regional malls, retail properties are characterized by having the sole purpose of selling and delivering consumer goods and services. Although in a growing technological world where e-commerce has established itself as a threat to the retail industry, online retailers have still been establishing themselves in physical stores, only increasing the presence of the retail sector in commercial real estate. Offering both unique investment structures and the potential for higher than average risk-adjusted returns, retail has established itself as an attractive opportunity for real estate investors.

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Student Housing: From Ramshackle Digs To Viable Investment

Posted by David Wieland on Apr 6, 2018

What is the first thing that comes to mind with the words “off-campus student housing?”

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Topics: 1031 Exchange, Real Estate Investing, 1031 Advanced Topics

All Is Not Lost With Suspended Losses

Posted by David Dahill on Mar 22, 2018

Introduction

A nice benefit of real estate investment is all the potential tax benefits. A well-thought-out real estate strategy can generate tax-sheltered or even tax-free cash flow for years. However, as any seasoned real estate investor will tell you, there are times when real estate investments generate losses whether from the aggressive use of allowed depreciation (good) or some vacancy or rental loss (bad). Common sense might dictate that those losses could be deducted in the year they occur, but because real estate income losses are always subject to the Passive Activity Loss (“PAL”) rules of the IRS, this is not always the case.

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Topics: 1031 Exchange, Capital Gains Tax General, 1031 Advanced Topics

Keeping It Real, And Personal – Property, That Is

Posted by Drew Reynolds on Feb 28, 2018

We discuss property in great deal in our blog posts. We talk about property that can be exchanged for other property, that can be held for investment, or that can be bought or sold.

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Topics: Real Estate Investing

A 1031 Exchange is Not Always the Right Choice

Posted by Drew Reynolds on Feb 22, 2018

As you may have guessed from our company’s name, here at Realized 1031, we help investors defer their capital gains and depreciation recapture liabilities that arise from the sale of an investment property(ies). This is done through a provision in tax code known as a 1031 exchange and here at Realized 1031, this is typically accomplished via investment in one or more 1031 exchange-qualified Delaware Statutory Trust (DST) offerings.  

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Topics: 1031 Exchange, 1031 Exchange Process, Replacement Property Interests

Your IRA Can Fund Real Estate

Posted by Drew Reynolds on Feb 2, 2018

Mention “individual retirement account,” and what might come to mind is “tax-deferred contributions.” You add cash, or cash equivalents, to your individual retirement account (IRA), to build value over time. An account administrator uses those tax-deferred contributions to buy stocks, bonds, funds, or other securities. When you retire, you have access both to the original contributions, and investment returns.

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Topics: 1031 Advanced Topics, Replacement Property Interests

Our 10 Most Viewed Articles from 2017

Posted by The Realized Team on Jan 10, 2018

A list of our top 10 most viewed articles from 2017.
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Topics: 1031 Exchange, 1031 Exchange Process, 1031 Exchange Basics

The End of Non-Real Estate 1031 Exchanges?

Posted by David Wieland on Dec 21, 2017

Our previous blogs on 1031 Exchanges focus mostly on real property, or real estate. However, the Internal Revenue Code (IRC) 1031 also covers what is dubbed “personal property.” In other words, property held for investment and/or business purposes, but that isn’t real estate, is also eligible for 1031 exchanges - at least for the current time.

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Topics: 1031 Exchange