Robert’s Recent Posts

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

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

Download The Guide To 1031 Exchange

The 1031 Investor's Guidebook
Download eBook