Robert’s Recent Posts

Is a Townhouse a Single-Family Home?

Is a Townhouse a Single-Family Home?

A single-family home is the most popular type of property in the United States. Currently over 44 million Americans live in a rented single-family home. Characteristics of a single-family home include: 

Aug 14, 2022

Understanding Different Types of Delaware Statutory Trusts (DSTs): Growth DSTs

Understanding Different Types of Delaware Statutory Trusts (DSTs): Growth DSTs

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.  

Aug 8, 2022

What Are the 1031 Exchange Rules in Florida?

What Are the 1031 Exchange Rules in Florida?

Investors who prefer to defer their payment of capital gains taxes when selling an investment property are sometimes interested in the details of executing a 1031 Exchange. A properly transacted 1031 can allow the taxpayer to sell an asset and reinvest the proceeds in other investment property while deferring the tax on any gains. This tool can contribute to leveraging success and is repeatable, compounding the value.

Aug 4, 2022

What Is the Rule of 42?

What Is the Rule of 42?

When crafting and managing your investment portfolio, one of the fundamental goals is to maintain a diverse array of components. A varied selection of holdings is typically designed to seek growth and manage volatility. Most likely, you have some professional help to guide you in this journey, but you also probably influence the process in large and small ways and educate yourself on current thinking about investing.

Jul 31, 2022

What Is Default Risk?

What Is Default Risk?

Whether you are applying for funds to buy an investment property or considering tenants for a rental property you own, understanding default risk is an essential part of the process. Default risk is a concept that lenders and landlords use when determining whether to lend money or sign a contract with renters.

Jul 27, 2022

How Does Depreciation Work On a Triple Net Lease (NNN)?

How Does Depreciation Work On a Triple Net Lease (NNN)?

Depreciation is one of the best tax deductions for real estate investing. It’s a non-cash flow expense because it doesn’t affect an investor’s bank account but can reduce taxable income.

Jul 22, 2022

How to Report the Sale of Inherited Property On a Tax Return

How to Report the Sale of Inherited Property On a Tax Return

President Biden in April of 2021 proposed the removal of a key tax advantage for real estate called the step-up in basis for inherited property. Anyone who’s dealt with inherited property likely knows how important the step-up in basis can be for real estate that’s transferred to heirs upon the owner’s death. 

Jul 22, 2022

The Basics of Capital Gains

The Basics of Capital Gains

The IRS taxes different types of income at different rates. For example, when it comes to some types of capital gains, they can be taxed at more favorable rates than ordinary income. However, not all capital gains are taxed equally, and rates vary widely.

Jul 22, 2022

How to Report the Sale of Investment Property on Your Tax Return

How to Report the Sale of Investment Property on Your Tax Return

Selling a rental property falls under different taxation rules than the sale of your primary home. When you sell a rental property, it is considered the sale of a business asset and is treated differently. You must report the sale to the IRS, and it is important to know what to report and where to report it.

Jul 20, 2022

Is it Possible to Transfer Public Stock to a Delaware Statutory Trust?

Is it Possible to Transfer Public Stock to a Delaware Statutory Trust?

A Delaware Statutory Trust (DST) may provide an alternative investment if you buy real estate properties to pursue passive income. Purchasing ownership in a DST can offer you income and the potential to bolster your investment portfolio.

Jul 17, 2022

Another Way To Own Investment Properties

Download our guide to real estate investing Seek an Upgraded Real Estate Portfolio
Download eBook