Robert’s Recent Posts

Are You Having These Three Conversations About Real Estate With Your Advisory Clients?

Are You Having These Three Conversations About Real Estate With Your Advisory Clients?

Financial advisors rarely discuss the potential benefits of investing in real estate with their clients. The reason is twofold: outside of investing in publicly traded real estate investment trusts, real estate isn’t usually taught as part of the finance curriculum for registered investment advisors or certified financial planners; and financial professionals don’t have a compensation structure in place for clients who want to move money into commercial or residential real estate. 

Nov 29, 2022

How Financial Advisors Are Helping Clients Unlock Real Estate Assets

How Financial Advisors Are Helping Clients Unlock Real Estate Assets

With the current volatility and uncertainty of equity markets, some of your clients may be considering or already hold alternative investments, like collectibles, commodities, or real estate. 

Nov 22, 2022

Fund, Funds, Everywhere Funds: Finding the Suitable Qualified Opportunity Fund

Fund, Funds, Everywhere Funds: Finding the Suitable Qualified Opportunity Fund

In June 2022, financial consulting firm Novogradac LLC reported the existence of 1,475 Qualified Opportunity Funds (QOF), which had raised a combined $30.49 billion. The QOFs channel investors’ capital gains to designated Qualified Opportunity Zones (QOZ) throughout the United States and U.S. territories, targeting different projects and opportunities. Some of the funds support workforce housing renovations and developments, while others invest in Qualified Opportunity Zone Businesses (QOZB) or Qualified Opportunity Zone Partnerships (QOZP). Still, others could focus on brownfield clean-ups or adaptive re-use.

Nov 21, 2022

Do Nonprofits Pay Capital Gains on Stock?

Do Nonprofits Pay Capital Gains on Stock?

“Nonprofit organization” is somewhat of a misnomer. Companies and organizations structured as nonprofits (sometimes known as “non-business entities”) do generate money, generally through fund-raising activities and donations. 

Nov 16, 2022

What is a Bridge Loan and How Does it Work?

What is a Bridge Loan and How Does it Work?

Investors or residents who want to buy a house usually have to first sell their old house to raise cash for a down payment. However, this can be problematic because of timing. If the new house is a hot item, waiting for the old house to sell can mean missing out on a great deal.

Nov 12, 2022

What Financial Planning Clients Wish Their Advisors Knew About Investment Real Estate

What Financial Planning Clients Wish Their Advisors Knew About Investment Real Estate

As an investment and financial advisor, you significantly influence the decisions your clients make about investing. They trust you to know the market's ins and outs and craft your recommendations with their best interests in mind. You can undoubtedly guide your clients toward achieving their goals for retirement, philanthropy, and giving as well as maintaining their financial health.

Nov 9, 2022

How Can I Manage Inflation Risk?

How Can I Manage Inflation Risk?

Unless you’ve been stationed in Antarctica or the International Space Station these past 12 or so months, you’ve likely noticed huge increases in the cost of just about everything, from gasoline to groceries to goods and services. 

Nov 7, 2022

Do You Pay Capital Gains Tax on Divorce Settlements? 

Do You Pay Capital Gains Tax on Divorce Settlements? 

During a divorce settlement, spouses must decide how to divide their property and assets. Knowing your tax liability regarding your divorce settlement proceedings can help you minimize loss and have a solid financial footing.   

Oct 28, 2022

What Improvements Are Allowed for Capital Gains Tax?

What Improvements Are Allowed for Capital Gains Tax?

Capital gains taxes on the sale of a home can be significant. However, with some good planning and record keeping, homeowners may be able to reduce their capital gains.

Oct 24, 2022

Triple Net Lease Examples to Consider

Triple Net Lease Examples to Consider

Triple net leases, also called NNN leased properties, can potentially offer real estate investors several advantages over other types of lease structures, but they aren’t without their potential drawbacks, either. 

Oct 20, 2022

Download The Capital Gains Tax Calculator

Cap Gains Calculator For Investors
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