Realized Author: Jacob Adams

Director, Investment Property Wealth Management®

Jacob Adams

Jacob’s Recent Posts

What Is the 5% Rule in Real Estate Investing?

What Is the 5% Rule in Real Estate Investing?

There are many ways to slice and dice the rent vs. homeowner debate. You can spend lots of time on various calculations and weighing pros/cons only to be left with no decision. But for those who aren’t as familiar with real estate, where do you even begin this debate?

May 12, 2022

Are Unrealized Gains Taxable?

Are Unrealized Gains Taxable?

Unrealized and realized capital gains are treated very differently on your annual tax return.

May 8, 2022

Are REITs Required to Pay Dividends?

Are REITs Required to Pay Dividends?

Investors evaluating options in real estate have ample choices. They can buy property directly and either manage it or use a property manager. They can collaborate with other investors through tenancy-in-common structures or crowdfunding syndications. Or they can invest in a Real Estate Investment Trust (REIT).

May 3, 2022

What Is a Revocable Living Trust and How Does It Work?

What Is a Revocable Living Trust and How Does It Work?

A revocable living trust is set up during a person’s lifetime to name their wishes for the distribution of their assets after their death. They can change the terms of the trust at any time. 

Apr 27, 2022

Can a Minor Be a Contingent Beneficiary?

Can a Minor Be a Contingent Beneficiary?

If you have investment accounts, retirement savings, or a life insurance policy, you have the option of naming beneficiaries. Many parents name their minor children as contingent beneficiaries to ensure financial support. This has the potential to complicate the transfer of assets. Learn if minors should be listed as contingent beneficiaries and what alternative actions are available.

Apr 24, 2022

Who Can Override a Power of Attorney?

Who Can Override a Power of Attorney?

Anyone involved with estate planning will, at some point, run into questions concerning the Power of Attorney. This is important; it ensures that decisions and tasks end up in the hands of a trusted advisor, rather than the courts. 

Apr 19, 2022

What Is Assets Under Management (AUM) and How Is it Calculated?

What Is Assets Under Management (AUM) and How Is it Calculated?

If you’ve been paying attention to our previous blogs and articles, you know that we frequently suggest that you check with your financial planner/professional before pulling the trigger on investments. But how do you know if your potential financial manager, targeted fund, or institution of interest are reputable and safe?

Apr 15, 2022

How to Get Power of Attorney

How to Get Power of Attorney

Designating a power of attorney (POA) for your accounts serves several purposes. A POA can act on your behalf during a real estate investment transaction or make decisions regarding personal financial assets or medical care if you become incapacitated.

Apr 8, 2022

What Qualifies as an Investment Property for a 1031 Exchange?

What Qualifies as an Investment Property for a 1031 Exchange?

A 1031 exchange is a method that taxpayers can use to defer the payment of capital gains when they sell real estate under certain circumstances. For the transaction to succeed, it must involve the exchange of one investment property for another, and the properties must meet the IRS' definition of "like-kind." In addition, there are some other crucial rules governing the process, all of which the taxpayer must follow to avoid disqualification of the deferral:

Apr 5, 2022

Can a Beneficiary Decline an Inheritance?

Can a Beneficiary Decline an Inheritance?

For many, receiving an inheritance is a life-changing financial windfall that provides the ability to pay off debt, upgrade into a larger home, invest in new business opportunities, or put money into your child’s college fund.

Apr 1, 2022

Another Way To Own Investment Properties

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