Realized Blog

Colton Hoisager

Recent Posts

What Is A Like-Kind Exchange?

Posted by Colton Hoisager on Dec 9, 2019

Also known as a 1031 exchange, a like-kind exchange is an IRS-eligible transaction that allows the owner of investment property to defer capital gains resulting from the hold and sale of the property. A like-kind exchange does not completely dismiss the owner’s requirement to pay the capital gains taxes associated with the appreciation in property value upon disposal; it only defers it.

Read More

What Is Asset Allocation, And Why Is It Important?

Posted by Colton Hoisager on Dec 6, 2019

Asset allocation is an important aspect of building a diversified portfolio. It is a strategy in which an investor divides capital among several asset classes, such as stocks, bonds, derivatives, and alternatives. While asset allocation does not guarantee a profit or protect against loss in a declining market, this strategy seeks to manage risk by diversifying exposure to asset classes at various locations on the risk spectrum.

Read More

How To Minimize Capital Gains Tax

Posted by Colton Hoisager on Dec 2, 2019

There can be significant advantages to owning investment real estate, including reducing taxable income with business expenses, depreciation, and amortization. Unfortunately, what the IRS gives, it also eventually takes back.

In this article, we’ll discuss capital gains tax, how to calculate potential capital gains tax liability, and ways commercial real estate investors can minimize the impact of tax on capital gains.

Read More

Delaware Statutory Trusts vs. Real Estate Investment Trusts

Posted by Colton Hoisager on Nov 18, 2019

When choosing to invest in real estate, there are a number of approaches an investor can consider. Two of the most popular investment methods include Real Estate Investment Trusts (REITs) and Delaware Statutory Trusts (DSTs). These two investment options have several benefits, which will be discussed below. 

Read More

Cashing Out To Bring More In

Posted by Colton Hoisager on Jul 8, 2019

As a real estate investor, there could be times when you find you might need more cash than what your revenue streams can provide. Maybe you want to make improvements on your current properties.  Or, perhaps, you want to buy additional assets to expand your portfolio.

Read More

Zero Cash-Flow Investments: More Than Nothing

Posted by Colton Hoisager on Jun 20, 2019

The idea behind many investments is to generate an acceptable return for a given level of risk, while hoping for some appreciation on one’s investment. Then there are zero cash-flow investments, which serves a much different purpose for an investor.

Read More

The Class That Is Right For You

Posted by Colton Hoisager on May 25, 2019

Although we are inching towards the later stages of the cycle, the multifamily investment market has remained healthy. Providing evidence of this is the fact that national vacancy rates have only slowly inched up in the face of high levels of new supply.1 But doing well in this sector involves more than buying an apartment building and sitting back as a passive investor. Before you start your property hunt, however, you need to ask whether that Class A “luxury” investment, or Class B “workforce” property fits your risk profile and your investment goals.

Read More

Risk And Its Role In Your Portfolio

Posted by Colton Hoisager on May 10, 2019

When you sit down to figure out your investment strategy, the issues you might examine are financial goals, what type of return you might want, and what assets are available for acquisition, at a cost that makes some sort of sense. Also important is how much risk you’re willing to accept for a given return to meet your financial goals. It’s a good idea to understand your level of risk tolerance, to ensure that you make the investment decisions that are right for you.

Read More

DST Risks & Fees

Posted by Colton Hoisager on Apr 2, 2019

It should come to no surprise that Delaware Statutory Trusts (DSTs) carry many of the same risks as a direct property investment. After all, the underlying asset driving the investment’s performance is some type of real estate asset. From illiquidity to macroeconomic risks, such as rising interest rates, DSTs are exposed to a variety of similar factors that may spell trouble for any real estate investment.

Read More

5 Things to Consider Before Investing in a Multifamily DST

Posted by Colton Hoisager on Mar 7, 2019

 

In an environment of increasing property values and interest rates, realizing a return on real estate is becoming increasingly difficult for investors, whether it be an investment into direct property or a fractional ownership structure, such as a Delaware Statutory Trust. While this may be a concern for most, as 89% of investors put their money into real estate1, many are ignoring the crucial aspects of a real estate investment that go beyond the macroeconomic pressures.

Read More

Recent Articles

=