Realized Blog

All Is Not Lost With Suspended Losses

Posted by David Dahill on Mar 22, 2018


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

‘Tis the Season - For Installment Sales

Posted by Drew Reynolds on Dec 13, 2017

The upcoming holiday season can be a time of joy, with family, friends and celebration. The holiday season can also be a time of stress, with tangled lights to untangle and hang, gifts to shop for and wrap, and parties to plan.

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

In a 1031 Exchange?  You May Need to File a Tax Extension

Posted by David Dahill on Nov 30, 2017

Are you currently in a 1031 exchange or contemplating beginning an exchange before the end of the year? If you sold or are planning to sell investment property between October 17, 2017 and December 31, 2017, you should plan on filing IRS Form 4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return on or before April 15, 2018.

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Topics: 1031 Exchange, Real Estate Investing

The Other DST – Deferred Sales Trust

Posted by David Dahill on Nov 17, 2017

We’ve talked before about 1031 Exchanges and Delaware Statutory Trusts (DSTs). Delaware Statutory Trusts can be attractive investments, especially if you want to own real estate, but don’t want the hands-on hassle. The DST can also provide a terrific tax-deferral mechanism if you decide to exchange into it from a real estate asset sale.

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Topics: 1031 Exchange, 1031 Advanced Topics

Tax Reform / 1031 Exchange Update - November 7, 2017

Posted by David Wieland on Nov 10, 2017

Last week, House Republicans released H.R. 1, their long-awaited 429-page tax reform proposal.  The bill, which is titled the ‘Tax Cuts and Jobs Act (“TCJA”) leaves 1031 “like-kind” exchanges intact!   

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Topics: 1031 Exchange, 1031 Exchange Process, 1031 Advanced Topics