Robert’s Recent Posts

What Is a Bondable Lease?

What Is a Bondable Lease?

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.

May 20, 2022

What Is Foreign Investment Risk?

What Is Foreign Investment Risk?

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.

May 16, 2022

What Is a Regulated Investment Company?

What Is a Regulated Investment Company?

A regulated investment company (RIC) can be any one of several types of companies, including mutual funds, exchange-traded funds (ETFs), unit investment trusts, or real estate investment trusts (REITs). What matters for the definition is whether the company is qualified to pass-through income per Internal Revenue Regulation M (Title 26, sections 851 through 855 and others).

May 10, 2022

How Can Real Estate Investments Help with My Retirement Planning?

How Can Real Estate Investments Help with My Retirement Planning?

Planning for your financial future is important, even in post-retirement. Real estate investment can help those seeking to boost retirement income and increase wealth assets.

May 6, 2022

Who Is a Beneficial Owner of Shares?

Who Is a Beneficial Owner of Shares?

When investors buy shares of stock, they typically don’t take physical possession of the actual ownership certificates for various reasons, including safety and expedience. Instead, the buyer becomes the beneficial owner of the shares while they remain registered to the brokerage firm that manages the transaction. This status is sometimes referred to as the investor registering the shares in "street name." While seldom acknowledged, beneficial ownership is the most common method of holding shares.

May 1, 2022

How Can I Give My Beneficiaries Tax-Deferred Real Estate Investments?

How Can I Give My Beneficiaries Tax-Deferred Real Estate Investments?

For some investors, one of the goals of building wealth and accruing a real estate portfolio is the intent to distribute it as a legacy to the following generation. With that in mind, you may want to consider how to effectively plan your bequests to manage the impact of taxes for your beneficiaries. Let’s take a look at some potential means of doing so. One term that you will hear when discussing estate planning is the step-up in an asset basis.

Apr 22, 2022

NFTs as an Alternative Asset: What You Need to Know

NFTs as an Alternative Asset: What You Need to Know

NFTs, non-fungible tokens, have been around since 2014, but they really became more well-known in 2021. So much so that Collins Dictionary made NFT its word of the year in 2021. NFTs as a concept are pretty nebulous, so what are they and do they have a place in your portfolio?

Apr 17, 2022

How Can I Shelter My Income from Taxes?

How Can I Shelter My Income from Taxes?

Mention the term “tax shelter” and what might come to mind are millionaires and billionaires who turn to offshore accounts (or Switzerland) to stash their funds so the U.S. government doesn’t tax them.

Apr 13, 2022

How Do REITs Perform in a Bear Market?

How Do REITs Perform in a Bear Market?

When investors discuss the stock market, they may use terms like “trading,” “bear market,” “bull market,” “correction,” “volatility,” and more. So if you participate in the market, aspire to, or just want to keep up with current economic conditions, it’s a good idea to develop your knowledge of how the market works.

Apr 7, 2022

What Is the Difference Between a Section 121 Exchange and a 1031 Exchange?

What Is the Difference Between a Section 121 Exchange and a 1031 Exchange?

If you own an investment property and are in the market to sell for a new property, you can defer taxes using the IRS tax code provisions. Depending on the type of property you own, you may qualify for a 1031 exchange or a section 121 exchange. Learn the differences between the two and how you can take advantage of both to potentially defer your capital gains taxes.

Apr 4, 2022

Another Way To Own Investment Properties

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