Realized Author: Colton Hoisager

Senior Real Estate Analyst

Colton Hoisager

Colton’s Recent Posts

What Is a Registered Investment Advisor?

What Is a Registered Investment Advisor?

 

May 9, 2022

Where Do You Record Unrealized Gains and Losses?

Where Do You Record Unrealized Gains and Losses?

Investments that have increased in value and are sold for profit generate realized gains, which are subject to capital gains taxes. Unrealized gains, on the other hand, are theoretical paper gains that won’t be taxed unless you sell the investment for a profit.

May 5, 2022

What Are the Related Party Rules for a 1031 Exchange?

What Are the Related Party Rules for a 1031 Exchange?

Section 1031 of the Internal Revenue Code allows owners of real estate investment properties an important tax break: the ability to defer capital gains and other taxes when they exchange one investment property for a replacement asset.

Apr 29, 2022

How to Distribute Assets for a Better Return

How to Distribute Assets for a Better Return

Asset allocation, also called asset distribution, is a measure of how the breadth of your investment portfolio is spread among varying asset classes. The goal of asset allocation, also called portfolio diversification, is to maximize expected returns for a given level of risk.

Apr 20, 2022

Can a Beneficiary Be Removed from an Irrevocable Trust?

Can a Beneficiary Be Removed from an Irrevocable Trust?

  Many estate planners and individuals like trusts. Trusts can avoid probate issues when the trustor, or grantor, passes away. Trusts could also be considered a good tax strategy. And they can help ensure that assets are professionally managed, keeping wealth and value intact across generations, providing benefits to the beneficiaries.

Apr 16, 2022

What Is a Durable Power of Attorney?

What Is a Durable Power of Attorney?

Establishing a durable power of attorney can be an important aspect of estate and lifetime planning, especially for aging seniors without immediate family.

Apr 12, 2022

How Are Pensions Paid to Beneficiaries?

How Are Pensions Paid to Beneficiaries?

Financial security in retirement is a paramount concern for many Americans.

Apr 10, 2022

How Do Rising Interest Rates Affect REITs?

How Do Rising Interest Rates Affect REITs?

Real Estate Investment Trusts continue to show sustained popularity with investors seeking income and returns. In fact, the Wall Street Journal reports that the funds managed more than $224 billion by the end of 2021. Among the motivations for shareholders are the desire to own commercial real estate, the pursuit of truly passive income, and returns that have often outpaced increases in the cost of living. Some investors who have held real estate and managed it actively prefer to transition to REIT participation as a way to maintain their real estate involvement without the need to remain involved with tenants directly.

Apr 6, 2022

How to Write a Letter of Instruction for Heirs

How to Write a Letter of Instruction for Heirs

Protecting your financial legacy and ensuring the monetary and physical assets you’ve amassed are properly transferred to the beneficiaries of your choosing is a cornerstone of estate planning.

Apr 2, 2022

What Is an Irrevocable Living Trust and How Does It Work?

What Is an Irrevocable Living Trust and How Does It Work?

Oliver Wendell Holmes, legal scholar and Associate Justice of the United States Supreme Court, advised that men should “Put not your trust in money, but put your money in trust.”1 That may still be good advice for individuals seeking effective management of funds both presently and in the future.

Mar 30, 2022

Another Way To Own Investment Properties

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