Drew’s Recent Posts

[Webinar Recap] How To Treat Your DSTs During Tax Season: Filing Taxes in Multiple States

How To Treat Your DSTs During Tax Season: Filing Taxes in Multiple States

Here at Realized, we help real estate investors invest in Delaware Statutory Trusts (DSTs) using 1031 exchanges. 1031 exchanges allow investors to legally defer capital gains taxes when buying and selling real estate. DSTs also offer a number of other potential benefits for real estate investors - they allow you to expand your real estate portfolio without having to manage the properties yourself, can provide diversification in a real estate portfolio, and can provide access to commercial-grade real estate an investor may not be able to invest in on their own.

Mar 20, 2023

[Webinar Recap] How To Treat Your DSTs During Tax Season: Understanding Basis Calculations

A Delaware Statutory Trust, or DST, is an investment vehicle that can help investors seek passive income while having fractional ownership in commercial real estate. When investing in a DST, you can use a 1031 exchange to defer the capital gains taxes due when you sell an investment property.

Mar 27, 2023

[Webinar Recap] How To Treat Your DSTs During Tax Season - Managing Income Tax and Cash Flow

Webinar Recap: How To Treat Your DSTs During Tax Season - Managing Income Tax and Cash Flow

Here at Realized, we help our clients use 1031 Exchanges to buy and sell real estate. 1031 Exchanges help investors legally defer capital gains taxes on real estate sales by exchanging one property for another like-kind property. In addition to direct real estate, one form of like-kind property investors can exchange into is a Delaware Statutory Trust, or DST. DSTs can be a tool for growing your real estate portfolio, but they can also be tricky to manage when tax season comes around.

Mar 24, 2023

What Should You Do When Your Client Wants to Retire from Real Estate?

For many, real estate ownership can be an effective investment strategy. Real estate doesn’t typically correlate with the market and can provide a hedge against inflation. As such, real assets could help balance portfolios, while providing ongoing cash flow. 

Mar 13, 2023

A Wealth Management Niche Your Competitors Probably Haven't Considered

Developing unique value propositions can be difficult for financial advisors. Most advisors promise clients the same benefits, which can make it hard for advisors to showcase their value to investors and stand out in a crowded field.1 

Mar 2, 2023

What Financial Advisors Should Know About 1031 Exchanges

As a financial advisor, you want to offer your clients helpful guidance and sound advice—that’s why they engage your services, after all. In many cases, you may suggest investment options and strategies that the client isn’t familiar with, so they rely on you to know the details and to provide suitable suggestions. Depending on your client, you may offer assistance with various tasks ranging from retirement forecasting to budgeting to estate planning. Often, you will recommend investment choices and offer tax management strategies.

Feb 20, 2023

How to Help Clients Defer Capital Gains on Their Investment Real Estate

Over the last few years, real estate properties have greatly appreciated. For any of your clients looking to sell, it can mean a nice profit. But with a nice profit comes a not-so-nice tax bill. 

Feb 15, 2023

When A 1031 Exchange Is Not Always The Right Choice

A 1031 Exchange Is Not Always The Right Choice

Here at Realized, we help investors defer their capital gains and depreciation recapture liabilities that arise from the sale of an investment property(ies). This is done through a provision in tax code known as a 1031 exchange and here at Realized, this is typically accomplished via investment in one or more 1031 exchange-qualified Delaware Statutory Trust (DST) offerings.  

Feb 2, 2023

What Investors Should Know About The Student Housing Market

When COVID-19 lockdowns sent college students home in 2020, many feared the pandemic would establish online learning as the new norm and significantly weaken the student housing industry. However, recent reports indicate quite the opposite. Not only is student housing recovering from its pre-pandemic drift, but many schools, particularly Power Five conference universities, continue to trend upward with year-over-year increases in pre-leasing and occupancies.

Dec 20, 2022

What Types Of Costs Are Included In Adjusted Basis?

What Types Of Costs Are Included In Adjusted Basis?

The concept of cost basis, or simply basis, is frequently used when it comes to understanding taxes, amortizations, depreciation, and other issues impacting real estate investments. This is because understanding the basis of an investment—in other words, what you paid for it, plus purchase-specific expenses—can impact your overall investment strategy. 

Jul 1, 2022

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