Jacob’s Recent Posts

What Triggers Depreciation Recapture?

Investment property owners are likely quite familiar with depreciation, since it allows them to deduct certain costs associated with acquiring and improving income-producing real estate, which can lead to lower annual taxable income. 

Jun 5, 2023

Can You Exchange One 1031 Property for Two?

Selling an investment property can bring about many difficult decisions. 

May 29, 2023

What are the Tax Benefits of Investing in a DST?

Some DSTs (Delaware Statutory Trusts) have distributions of income. This income has tax implications. For most investors, DST income will be taxed at the investor’s ordinary income tax rate. But there is more to DST income taxation. Let’s dig in to see what it’s all about.

May 23, 2023

How Can I Help My Clients Build Real Passive Estate Portfolios?

There are many different ways your clients can potentially benefit from including commercial real estate in their investment portfolios.

May 19, 2023

How to Report a Reverse 1031 Exchange on a Tax Return

Reporting a reverse 1031 exchange on your tax return doesn’t require too much work above a regular 1031 exchange. However, if you have done more than one reverse 1031 exchange, you’ll need to file forms for each one, which can certainly add to your workload at tax time. 

May 15, 2023

What are Strategies for Business Exit Planning When the Business Owns Real Estate?

Growing a business typically takes a ton of time, energy, and equity. Regardless of where your clients are in the growth cycle of their enterprises, it’s important they have well-defined exit strategies in place. These strategies can be used as a roadmap to help guide them through crucial business decisions, as well as provide an end-goal target for all of their efforts.

May 10, 2023

Who Can Witness a General Power of Attorney?

The laws governing the granting and revocation of power of attorney vary by state. Therefore, each state can create different rules for each subtype of power of attorney (POA). However, there are several common types of POA:

May 6, 2023

What Are the Typical Holding Requirements for a DST Investment?

DSTs (Delaware Statutory Trusts) are among several attractive options for investors looking for fractional ownership of institutional-quality commercial real estate. Like an LLC or limited partnership, a DST has a sponsoring entity that identifies, acquires, and finances the property or properties. The assets go into the trust, and the investors (called trust beneficiaries) receive a proportionate share of ownership based on their investment amount.

May 1, 2023

What is a 1031 Cooperation Clause and How Does it Work?

A 1031 exchange is much different than a straight sale or other type of real estate transaction. As such, it’s important for exchangors to inform all parties involved that the pending transaction will be part of a 1031 exchange because there are some extra steps both parties must take to ensure the exchange complies with Internal Revenue Service regulations.

Apr 26, 2023

Can You Change Ownership in a 1031 Exchange?

Real estate investors who wish to defer capital gains taxes from the sale of investment properties by completing a 1031 exchange have a lot of rules and regulations to follow throughout the exchange process.

Apr 17, 2023

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