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Brokers, Bankers & Lawyers

Posted by Ed Maddox on Oct 1, 2019

This is part 2 of Ed Maddox's series, entitled: Things I Wish I Knew (While Completing My 1031 Exchange). For part 1, click here

When considering the sale of property and a 1031 exchange, we generally seek advice from trusted advisors during the initial stages. However, as I was going through my own 1031 exchange, I realized that sometimes those trusted advisors may not be the most well-informed on a particular subject. I resolved, therefore, to further my own knowledge in order to make the best decisions.

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Simple Guide to Choosing a 1031 Qualified Intermediary

Posted by David Wieland on Sep 16, 2019

7 Questions to Ask Before Choosing a 1031 Accommodator...

In the chaos of closing on a sale of your property, the last thing most people are thinking about is choosing a qualified intermediary, or “QI” (a.k.a., an exchange “accommodator” or “facilitator”). After all, aren’t they all the same? Aren’t all qualified intermediaries “qualified”? The answer is emphatically, no.

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Realized Raises $6 Million Series A Round Led By Calibrate Ventures

Posted by The Realized Team on Sep 11, 2019

Yesterday, we announced the raise of $6 million in Series A funding. The funding was led by Calibrate Ventures and joined by Rice Park Capital. We will be utilizing these funds to expand our team and technology. 

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The 90% Test Explained

Posted by Anthony Azar on Sep 5, 2019

The 90% Test is a method to validate if a QOF (Qualified Opportunity Fund) qualifies for the benefits of a QOZ (Qualified Opportunity Zone). The QOF must hold 90% of its assets in a QOZP (Qualified Opportunity Zone Property). A QOZP can be any of the following property types:

  • QOZ business property (QOZBP).
  • QOZ stock.
  • QOZ partnership interests.
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What Is A Quitclaim Deed?

Posted by Drew Reynolds on Aug 29, 2019

If you have ever purchased or sold real estate, you may have received or been granted a deed in the process. If it was a traditional transaction between unrelated parties, you probably came across what is called a general warranty deed, which provided you assurance as a buyer that the seller owned the property outright, or vice versa. However, it is possible that you have never handled or been issued a quitclaim deed. Although similar in purpose to a general warranty deed, quitclaim deeds have unique features that differentiate them.

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Dealing With The Emotional Attachment To Your Property

Posted by Ed Maddox on Aug 27, 2019

This is part 1 of Ed Maddox's series, entitled: Things I Wish I Knew (While Completing My 1031 Exchange). 

In many cases and for various reasons, the idea of utilizing a 1031 exchange often comes into existence when considering the sale of a property that has been held for a long time. Often times, the success of the property is due to sacrifice, sweat equity, and constant diligence of management on the part of the owners. 

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Qualified Intermediary Fees

Posted by David Dahill on Aug 20, 2019

You have just closed on your property and are looking to execute a 1031 exchange. Per IRS regulations, you need to establish a Qualified Intermediary (QI) and record another expense to complete the transaction. Although many other fees related to the transaction are standard and well-defined, it can be frustrating to gauge the cost for the services of a Qualified Intermediary. In order to understand what amounts to an appropriate fee owed to a QI, it is important to consider the services the QI provides and the risks it encounters in helping to execute a 1031 exchange. 

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Who Can Be Your Qualified Intermediary?

Posted by David Dahill on Aug 15, 2019

Consider this scenario for a moment: you recently sold a property and are preparing to enter into a 1031 exchange. You have everything in place, but soon learn that it is required to establish a Qualified Intermediary (QI) to complete the exchange – per IRS regulations. Who do you turn to?

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Primary Functions of a Qualified Intermediary

Posted by David Dahill on Aug 8, 2019

In previous articles, we have discussed the importance of using a Qualified Intermediary in a 1031 exchange. A Qualified Intermediary plays an integral role in creating a smooth exchange process and making sure that you meet the IRS guidelines. There are a variety of duties they are responsible for handling, ranging from preparing relevant documentation to holding thousands (or even millions) of dollars in proceeds in an insured account. In this article, we will discuss the various duties of a Qualified Intermediary so that you can ensure they are truly doing their part on your behalf.

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Qualified Opportunity Funds: Deferral And Potential Forgiveness Of Capital Gains

Posted by Anthony Azar on Aug 6, 2019

In December 2017, a U.S. congressional bipartisan effort known as the Opportunity Zone Program was added into the tax reform legislation (Tax Cuts and Jobs Act of 2017). The intent of the program is to encourage individual investors and companies to invest in specific census tracts around the US in an effort to promote economic development in low income communities.  

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