Realized Blog

What Is Foreign Investment Risk?

What Is Foreign Investment Risk?

When Russia invaded Ukraine on February 24, 2022, the United States, European Union, and other countries announced sanctions on Russia. These sanctions ranged from banning investments in and exports to Russia, sanctioning the Russian ...

May 16, 2022

What is Concentration Risk and How Can You Mitigate It?

What is Concentration Risk and How Can You Mitigate It?

Putting all your eggs in one basket speaks to the essence of concentration risk.

May 15, 2022

What Is the 10% Rule in Real Estate Investing?

What Is the 10% Rule in Real Estate Investing?

The 10% rule actually consists of three rules. They are meant to be a quick and minimal way for real estate investors to check that they’re making a good deal on a new investment. Having some simple-to-follow rules in your back pocket ...

May 14, 2022

What Is Regulatory Risk and How Can I Mitigate It?

What Is Regulatory Risk and How Can I Mitigate It?

Changes in federal, state, or local regulations by governing bodies can negatively impact many sectors of business, financial securities, or the stock market. These changes could lead to higher costs of doing business, unfavorable tax ...

May 13, 2022

What Is the 5% Rule in Real Estate Investing?

What Is the 5% Rule in Real Estate Investing?

There are many ways to slice and dice the rent vs. homeowner debate. You can spend lots of time on various calculations and weighing pros/cons only to be left with no decision. But for those who aren’t as familiar with real estate, where do you even begin this debate?

May 12, 2022

What Is a Registered Representative?

What Is a Registered Representative?

As an investor, you may be confident in your financial acumen and comfortable executing your investing strategy. On the other hand, you may prefer to incorporate the input of a professional investment advisor to a greater or lesser degree, depending on the situation. Circumstances and strategies may change over time, and the investor’s need for professional support may also differ at various stages. Therefore, it's helpful to understand the options available and the differences between the professional advisors you can choose from.

May 11, 2022

What Are Real Estate Appraisals and How Do They Work?

What Are Real Estate Appraisals and How Do They Work?

If you have ever bought a commercial property or even a home to live in, you have probably experienced the anxiety of waiting for the appraisal value report. An appraisal estimates a property's fair market value and is made by someone qualified to do so because of their knowledge and expertise. You might need an appraisal for tax purposes, gain mortgage approval, qualify for insurance, or determine a sales price.

May 11, 2022

What Is a Regulated Investment Company?

What Is a Regulated Investment Company?

A regulated investment company (RIC) can be any one of several types of companies, including mutual funds, exchange-traded funds (ETFs), unit investment trusts, or real estate investment trusts (REITs). What matters for the definition is whether the company is qualified to pass-through income per Internal Revenue Regulation M (Title 26, sections 851 through 855 and others).

May 10, 2022

When Are Capital Gains Realized?

When Are Capital Gains Realized?

When you sell a stock at a higher price than you paid for it, a profit is generated. In most cases, that profit is taxed. Specifically, if the profit is a realized gain, it is taxed. But when exactly does a profit become a realized gain?

May 10, 2022

What Is a Registered Investment Advisor?

What Is a Registered Investment Advisor?

 

May 9, 2022

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