Drew’s Recent Posts

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

[Webinar Recap] 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.

Apr 27, 2022

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

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. 

Nov 27, 2022

What Financial Advisors Should Know About 1031 Exchanges

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.

Nov 7, 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

[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.

Apr 21, 2022

[Webinar Recap] How to Treat Your DSTs During Tax Season: Calculating Your Depreciation Schedule

[Webinar Recap] How to Treat Your DSTs During Tax Season: Calculating Your Depreciation Schedule

Here at Realized, we help our clients use 1031 Exchanges to invest in DSTs, or Delaware Statutory Trusts. DSTs are an investment vehicle that allow investors access to fractional ownership of professionally managed commercial real estate. By having fractional ownership of a property, an investor can potentially build a unique portfolio of real estate investments without having to manage the properties themselves or secure the entire financing for the investment upfront.

Apr 11, 2022

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

[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 31, 2022

What Types Of Costs Can Be Included In The Initial Cost Basis?

What Types Of Costs Can Be Included In The Initial Cost Basis?

Understanding which expenses, fees, and charges can fall into the cost basis column can be helpful, especially when it comes time to sell or exchange real estate holdings.

Feb 24, 2022

Inflation or Deflation: What Is the Difference and How Do They Affect the Economy?

Inflation or Deflation: What Is the Difference and How Do They Affect the Economy?

There’s a furious debate as to whether the current spike in inflation will be transitory or not. The FED has stated they are firmly in the camp of transitory inflation. However, many believe increased inflation is here to stay.

Sep 21, 2021

A 1031 Exchange Is Not Always The Right Choice

A 1031 Exchange Is Not Always The Right Choice

As you may have guessed from our company’s name, here at Realized 1031, 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 1031, this is typically accomplished via investment in one or more 1031 exchange-qualified Delaware Statutory Trust (DST) offerings.  

Sep 8, 2020

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