Realized Blog

David Funes

Recent Posts

How to Set Up a Charitable Remainder Trust

Posted by David Funes on Jan 18, 2022

REITs and Direct Purchase of Property - What are the Advantages and  Disadvantages

Investors may acquire real estate in the pursuit of income and capital appreciation. In addition, real estate may offer the opportunity to earn revenue through rent paid by tenants and increases in the asset's value. However, some investors may prefer not to be actively involved with the day-to-day responsibilities that direct ownership requires. Those individuals may instead pursue the potential benefits of real estate by investing in a Real Estate Investment Trust or REIT.

Posted by David Funes on Jan 13, 2022

How to Analyze REIT Financial Statements

There are many reasons to consider adding real estate investment trusts (REITs) to your portfolio – but it helps to know how to analyze REIT financial statements to ensure any potential investments match up with your investment strategies and tolerance for risk.

Posted by David Funes on Jan 10, 2022

How do Delaware Statutory Trust Sponsors Make Money?

A Delaware Statutory Trust, or DST,  is an investment option that allows investors to purchase fractional interests in a commercial property portfolio and seek to manage tax liability. Although none of the investors or the property needs to be in Delaware, a DST needs to have a Delaware resident as one of the trustees; however, the designated Delaware resident does not need to be an active decision-maker.

Posted by David Funes on Jan 4, 2022

Do REITs Have a Limited Lifespan?

The term REIT (Real Estate Investment Trust) refers in a broad sense to a type of organization that owns or invests in real estate or financial instruments related to real estate. REITs come in several varieties, and the differences can cause some confusion. However, the basic structure and requirements are as follows:

Posted by David Funes on Dec 31, 2021

What Kind of Improvements Can Render a Property Ineligible for a 1031 Exchange?

In a 1031 exchange, capital gains taxes can sometimes be deferred when selling one investment property and using the funds from the sale to purchase a like-kind replacement property.

Posted by David Funes on Dec 27, 2021

Topic: 1031 Exchange


What Is a Non-Recourse Loan and How Does it Work

A non-recourse loan is a loan where the borrower is not personally liable for the debt beyond what the collateral named in the loan covers. If the borrower defaults on payments, the lender can not go after assets, income, or other methods of repayment even if the collateral does not cover the remaining balance of the loan. 

Posted by David Funes on Dec 23, 2021

How Do Tax Deductions Work?

Tax deductions are important for individual taxpayers because they can reduce your overall taxable income, which in turn can lower your tax liability, or the amount of money you’ll owe to the Internal Revenue Service when you complete your annual tax return.

Posted by David Funes on Dec 19, 2021

Topic: Tax


How Do You Value a REIT?

Real estate investment trusts (REITs) are common financial instruments that give solo investors access to large-scale commercial real estate. Many investors purchase equity in publicly-traded REITs as a means to add real estate to their portfolios without having to own and manage real property assets themselves.

Posted by David Funes on Dec 15, 2021

Who Can Be a Trustee of a Charitable Remainder Trust?

Charitable remainder trusts are useful tools for estate planning. You have the potential to earn an income, reduce the amount of taxes you pay on your assets, and benefit a charitable cause simultaneously. When creating your trust, you may wonder who will administer your assets in the event of your death or once the trust terminates. This is the responsibility of the trustee.

Posted by David Funes on Dec 9, 2021

Another Way To Own Investment Properties

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