Robert’s Recent Posts
Recessions are part of a normal business cycle, but that doesn’t mean anyone wants to experience one. Forbes explains that a recession is “a significant decline in economic activity that last for months or even years.” 1 Typically, a recession is marked by declines in productivity, increases in unemployment, and reduced retail sales. The National Bureau of Economic Research is generally accepted as the expert on defining a recession's starting and ending point. It has been flexible in identifying the cycle instead of requiring a specific number of months or quarters of contracting output. The Bureau may recognize a recession even if the downturn is interrupted by transient increases (as is the case with a W-shaped recession, for example) if the overall trend for a sustained period is lower.
A Delaware Statutory Trust (DST) is a 1031 exchange-eligible investment structure that gives investors partial ownership of commercial real estate properties that are managed by a professional real estate Sponsor. The DST market has been growing steadily over the years, from $3.4 billion in 2019 to $7.4 billion in 2021, according to Mountain Dell Consulting. As the market for these kinds of investments grows, product diversification is likely to follow suit.
Some people scoff at the notion that there is a fundamental difference between estate planning and legacy planning. After all, both refer to a plan for distributing your assets after your death, plus related concerns like end-of-life issues. In addition, both types of planning usually involve preserving wealth, sharing good fortune with your heirs, and possibly safeguarding family keepsakes.
Let’s say you’re an investor with a portfolio of bonds, and one of those bonds is nearing its maturity date. Thanks to the relatively high interest rate attached to that bond when you first invested in it, you’re looking forward to reinvesting in the same bond at the same class.
Investors may look to financial advisors to help manage their accounts and offer professional advice. Depending on your needs, you may want an opinion on a new real estate investment opportunity or how to plan for retirement. Working with a Certified Financial Planner™ (CFP®) can give you confidence that the information you receive is in your best interest.
There are a few different ways to relinquish or transfer rights of ownership to real property.
We’ve mentioned in previous blogs that investment in real estate—specifically, real estate that you buy as an investment and rent to others—comes with a plethora of deductions that can be used to offset income reported on your annual tax return.
Commercial real estate investors need to consider many factors when choosing a property, tenants, and the type of lease to offer tenants. Depending on the situation and property characteristics, using a gross lease or one of the net lease options, like a double or triple net, may make more sense.
When Russia invaded Ukraine on February 24, 2022, the United States, European Union, and other countries announced sanctions on Russia. These sanctions ranged from banning investments in and exports to Russia, sanctioning the Russian central bank and freezing assets of high-ranking political officials. This, in turn, drove Russia to impose its own economic sanctions and measures on foreign investors with assets and capital in the country. All of this, in conjunction with Russia’s shuttered stock market and the ruble’s collapse, has harmed foreign investors with exposure to Russian assets.