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Coronavirus And Retail: Boom Or Gloom?

Retail real estate has traditionally been an attractive asset for the cash flow oriented investor. Long-term leases with minimal operating expenses are designed to provide steady, predictable cash flow over a long-term horizon, while providing a layer of diversification on one’s real estate portfolio. Retail real estate does have its weaknesses, however, which typically come out around times of economic distress. With the addition of the coronavirus pandemic, the sector is presented with additional challenges that may have not been evident during the last recession in 2008. Fortunately for the sector there may still be opportunity for gains, as essential retail and e-commerce thrive, and relief is provided to consumers and businesses alike through the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Posted by Colton Hoisager on Apr 9, 2020

What Is A Double Net Lease?

Lease arrangements can be complex, but there is a specific group of well-known lease types that provide a few options for tenants without too much complexity. These are called net leases. In this article, we’ll discuss what a double net lease is and how it compares to other net lease types.

Posted by Colton Hoisager on Apr 8, 2020

Forbes Real Estate Council: Effectively Navigating The IRS-Mandated Estate And Gifts Taxes

Our Chief Executive Officer, David Wieland, just published a piece on his Forbes Real Estate Council column, entitled "Effectively Navigating The IRS-Mandated Estate And Gifts Taxes." 

Posted by The Realized Team on Apr 7, 2020

What Is Portfolio Allocation, And How Do I Achieve It?

Portfolio allocation is one of the main components of portfolio construction. Understanding how positions should be allocated across a portfolio can help ensure that an investor is not overly exposed to one position that could potentially do significant damage to the portfolio.

Posted by Clay Schmidt on Apr 6, 2020

Are Qualified Opportunity Zones Right for Me?

Qualified Opportunity Zones (QOZs) are not right for everyone. Despite the numerous potential benefits, like any investment, there is no perfect solution. Before investing in QOZs, you should consider the following elements and decide if QOZs are right for you.

Posted by Robert Cobean on Apr 3, 2020

Forbes Finance Council: Improving Returns Through Tax-Efficient Investing

Our Chief Revenue Officer, Rob Johnson, just published a piece on his Forbes Finance Council column, entitled "Improving Returns Through Tax-Efficient Investing." 

Posted by The Realized Team on Apr 2, 2020

5 Ways To Manage Capital Gains Tax

Is it possible to truly avoid capital gains tax? If, by avoid, you mean defer and reduce, then the answer is a definite yes. If structured correctly, some capital gains can completely avoid taxes. At some point, the IRS will come looking for their share. When the time comes, there are a few ways to hand over less and, in some cases, none at all. Here are five of them.

Posted by Amr Tenney on Apr 1, 2020

Can I Do A 1031 Exchange After Closing?

Successfully executing a 1031 exchange requires thorough planning. The keyword here is planning — you’ve identified at least one property before closing on the relinquished property, and now you are wondering what happens after closing. In this article, we’ll describe the different events that occur after closing, along with a few important steps to keep an eye on.

Posted by David Funes on Mar 30, 2020

Realized Urges Secretary of the Treasury to Delay Deadline for Like-Kind (IRC §1031) Exchanges

On Wednesday, we issued a letter to United States Secretary of the Treasury Steven Mnuchin urging the Treasury Department and Internal Revenue Service to delay the deadline for like-kind (IRC §1031) exchanges.

Posted by The Realized Team on Mar 27, 2020

Updated 180-Day Date For 1031 Exchanges

Are you currently in a 1031 exchange or contemplating beginning an exchange? If you sold an investment property between October 17, 2019 and December 31, 2019, you would normally 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, 2020.  However, this year may be different with the extended IRS filing deadline of June 15, 2020.

Posted by David Dahill on Mar 27, 2020

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What is a 1031 Exchange?

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