Realized 1031 Blog | David Wieland

David Wieland

Disadvantages of Delaware Statutory Trust (DST) 1031 Exchange Replacement Properties

Delaware Statutory Trusts (DSTs) offer the opportunity to invest in commercial real estate passively. Such passivity means handing control over to someone else. Investing in a DST means you’ll be a hands-off investor, basically along for the ride. It’s the sponsor who will be making all decisions on your behalf. In most cases, you’ll have little to no input on those decisions. For some investors, that’s just fine as they don’t want the headaches that can come with more direct real estate investments.

Posted by David Wieland on Jul 15, 2020

You Can 1031 Exchange Into A REIT, Here's How

One question we’ve been asked a lot lately by 1031 exchange investors is whether it’s possible to do a 1031 exchange into a Real Estate Investment Trust, or REIT. The short answer is: “you can do a 1031 exchange into a REIT if you follow a few steps.”

Posted by David Wieland on Jun 24, 2020

The Risks of Investing in Single Tenant NNN Properties

“Better safe than sorry” is an adage that often gets overlooked in the world of real estate investing. When evaluating a potential property, calculating the expected return is relatively easy, but understanding the associated risks is really difficult. What’s a real estate investor with a lower tolerance for risk to do?

Posted by David Wieland on Jun 22, 2020

The Extension Of 1031 Exchange Deadlines: Are You Ready?

When the IRS announced various deadline extensions in April 2020, a large bulk of the U.S. population breathed a collective sigh of relief. The extension of quarterly tax payments and filing deadlines from April 15 to mid-July provided wiggle room for taxpayers dealing with COVID-19’s economic fallout.

Posted by David Wieland on Jun 10, 2020

The 1031 Exchange: Maintaining Wealth Through Passive Management

When individuals are younger, investment goals typically focus on wealth creation. In this situation, investors are able, and willing, to take on higher risk, with anticipation of higher rewards. Investors have a longer life span to experience the ebbs and flows of a capital market, and their risk appetite can prove very rewarding in the long game, albeit volatile in the short.

Posted by David Wieland on Jun 8, 2020

A Deep Dive into Real Estate Portfolio Diversification

Ask any investment banker or financial planner about the best advice when it comes to building and maintaining a portfolio designed to provide steady returns, and the answer generally boils down to one word: Diversification.

Posted by David Wieland on Jun 5, 2020

Solving The Real Estate Tax Problem

Individuals acquire and own real estate because it is considered to be a good investment. When handled correctly, ownership of an office building can produce a steady cash flow, and a profitable return when the asset is sold.

Posted by David Wieland on Jun 3, 2020

Managing Risk and Real Estate

There is a degree of risk when it comes to life, in general. Those who drive risk getting into accidents. Those who step off front-porch stairs risk tripping and falling. The good news here is that people are generally prepared to reduce, or mitigate, such risks. For instance, most will drive defensively, stopping at stop signs, looking before proceeding, and yielding the right of way. A home owner or house visitor will scope out any impediments before descending those porch stairs.

Posted by David Wieland on Jun 1, 2020

From Active Investing Through Direct Ownership To Passive Investing Through Realized Portfolio™

In an earlier blog/chapter in this e-book, we introduced the concept of Investment Property Wealth Management™ as an alternative to real property ownership. The idea behind the IPWM™ solution is to use commercial real estate as a foundation to generate passive income, an important factor for investors approaching retirement.

Posted by David Wieland on May 29, 2020

The Basis Of Investment Property Wealth Management: A Modern Portfolio Theory Explanation

The goal of the Investment Property Wealth Management™ program is to move direct real estate owners into wealth managers. This is done by placing “hard” assets into professionally-managed portfolios, then offering owners the opportunity to invest in these portfolios. The strategy behind these portfolios is based on a concept known as modern portfolio theory.

Posted by David Wieland on May 27, 2020

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