Robert’s Recent Posts

What Is the 6 Year Rule for Capital Gains Tax?

What Is the 6 Year Rule for Capital Gains Tax?

Many countries have implemented a capital gains tax, but capital gains tax rates and the tax structure itself vary greatly from one country to the next.

Feb 19, 2022

What Is Fair Market Value and How Is it Calculated?

What Is Fair Market Value and How Is it Calculated?

When you become a real estate investor (or any kind of asset investor, for that matter), understanding calculations, data and information allow you to understand asset performance. This is especially important when it comes to buying and selling those assets. 

Mar 31, 2022

Are Executor Fees Deductible on Form 1041?

Are Executor Fees Deductible on Form 1041?

A trust’s or estate’s executor might be a family member, who takes on pro bono management of income-producing assets following an individual’s death. They might take on this role out of love or affection for the decedent. 

Mar 27, 2022

Are REITs Considered Fixed Income?

Are REITs Considered Fixed Income?

To explore whether Real Estate Investment Trusts (REITs) are fixed income investments, it will be helpful first to examine what a REIT is and what a fixed income investment includes.

Mar 23, 2022

Can an LLC Invest in a Tenants-in-Common?

Can an LLC Invest in a Tenants-in-Common?

Forming a limited liability company can come with several pros and cons for real estate investors.

Mar 19, 2022

Investment Property vs. Primary Residence Interest Rates: What Is the Difference?

Investment Property vs. Primary Residence Interest Rates: What Is the Difference?

Rising and falling interest rates create a ripple effect across many sectors of the national economy. Homeowners and real estate investors know well how low interest rates can affect borrowing costs. Low interest rates spur home buying and loan activity on investment properties since lower interest rates make it cheaper to borrow money. It also can change the profitability of an investment property or reduce your monthly mortgage payment on your primary residence.

Mar 15, 2022

Are REITs a Good Long-Term Investment?

Are REITs a Good Long-Term Investment?

For many investors, real estate is an alternative asset class to consider as part of a diversified portfolio.

Mar 10, 2022

How Does Government Investment in Infrastructure Help the Economy?

How Does Government Investment in Infrastructure Help the Economy?

Infrastructure spending has taken center stage in recent years, and the topic garnered even more national headlines in late 2021 when President Biden signed into law the $1 trillion Infrastructure Investment and Jobs Act.

Mar 6, 2022

Can You 1031 Exchange Into Fractional Ownership?

Can You 1031 Exchange Into Fractional Ownership?

The world of real estate investing is one of the most varied asset classes that investors can choose to participate in. While you’re probably already keenly aware of the different types of real estate that you can invest in, it’s helpful to understand all of the ownership structures that exist within the world of real estate investing. It’s also important that you understand what your rights are as a property owner, and how you can use the funds generated from the sale of one property to purchase subsequent properties so your portfolio can continue to expand.

Mar 2, 2022

How Are Volatility and Risk Related In an Investment?

How Are Volatility and Risk Related In an Investment?

Market volatility can be defined as the frequency and magnitude of price movements, up or down. The same can be applied to an individual investment; the more often the price swings and the more significant the change each time, the more volatile that investment is. High volatility can make a stock riskier, but it can increase the potential for gains as well as losses. That's because price changes can go in either direction. For example, a volatile stock could shoot up by 20% one day, drop 5% the next day, and increase by 10% the following day, followed by another 5% drop. That looks frightening, but the result is a considerable gain for the stock's owners. In contrast, a less volatile security might not gain 20% over several years.

Feb 25, 2022

Another Way To Own Investment Properties

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