The Role of Limited Partners in UPREITs: What Investment Property Owners Should Know

People discussing buildings.

If you are an investment property owner, you know that managing and expanding your portfolio comes with challenges. Whether you're aiming to defer taxes, increase liquidity, or diversify, Umbrella Partnership Real Estate Investment Trusts (UPREITs) can be a valuable investment vehicle. However, understanding the role of Limited Partners (LPs) within UPREITs is essential for making informed decisions.

Jan 15, 2025

How Much Do REITs Pay in Dividends? A Guide for Investment Property Owners

People discussing Real Estate.

As an investment property owner, you understand the importance of cash flow and the appeal of dividend income. Understanding how much REITs (Real Estate Investment Trusts) pay in dividends is an important factor when deciding whether to invest in them. REITs offer an attractive way to generate passive income.

Jan 13, 2025

Managing Risks in UPREIT Investments: A Guide for Property Owners

Commercial Building

Investing in real estate portfolios can be lucrative, and UPREITs (Umbrella Partnership Real Estate Investment Trusts) present a compelling opportunity for property owners to transition into diversified real estate holdings. While UPREITs offer significant advantages, such as tax deferral and increased liquidity, understanding and managing the associated risks is essential to protect your investment and maximize returns.

Jan 8, 2025

What is a Triple Net (NNN) Lease REIT? A Guide for Investment Property Owners.

Commercial building

Many investment property owners seek to diversify their portfolios, reduce their management burdens, and at the same time, achieve steady streams of income. One solution that can meet these requirements is the Triple Net (NNN) Lease REIT. In this blog, we will learn what a Triple Net Lease (NNN) REIT is, how it works, and whether it would suit your investment plan.

Jan 6, 2025

Qualified Intermediary: Role of 1031 Accommodator in Like-Kind Exchange

Commercial real-estate buildings

A 1031 exchange serves as a great strategy to defer taxes for investors considering a real estate sale. The “like-kind” swap is not a taxable event, so there’s no liability for any capital gains you make after the transaction. However, the IRS has set strict rules to ensure that such exchanges aren’t abused and are conducted according to existing guidelines.

Dec 31, 2024

Phantom Tax: What It Is And How It Works

Tax spelt out in wooden blocks.

Tax planning and management are already complex enough. Then comes the unexpected — phantom tax. This concept is something that not many companies and inventors anticipate, but it’s still a tax liability that you must address. Otherwise, you can suffer penalties and other unwanted consequences.

Dec 28, 2024

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