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

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

What Is Form 4797 And What Is It Used For?

What Is Form 4797 And What Is It Used For?

When selling a business property or one that generates cash flow, IRS Form 4797 is used. The IRS defines the specific property types as business property. We’ll list these property types and discuss filling out Form 4797.

Feb 14, 2022

President Biden and 1031 Exchanges: What You Need to Know

President Biden and 1031 Exchanges: What You Need to Know

President Joe Biden sent shockwaves through the real estate investment community in the summer of 2020 when he proposed key changes and restrictions for 1031 exchanges to fund an economic recovery plan titled, “The Biden Plan for Mobilizing American Talent and Heart to Create a 21st Century Caregiving and Education Workforce.”

Feb 8, 2022

Can I Make My Children Tenants-in-Common (TICs)?

Can I Make My Children Tenants-in-Common (TICs)?

There are several appealing factors of investing in real estate. For instance, the ability to potentially earn passive income makes real estate investing one way to generate wealth. In fact, around 90% of the world’s millionaires have real estate investments somewhere in their portfolios, largely because it allows them to seek passive income. Additionally, real estate investing can provide an opportunity for you to build generational wealth that can set your family up for financial success for generations.

Feb 3, 2022

What Are the Benefits of Investing in Tenants-in-Common Property in California?

What Are the Benefits of Investing in Tenants-in-Common Property in California?

Real estate investing is one of the more broad types of investing that investors have available to them. Investors understand the potential importance of a diverse portfolio, and real estate can help provide that. One such example is found in investing in tenants-in-common (TIC) properties. It's important to understand what these properties are and how they can benefit California real estate investors that are interested in further diversifying their investment portfolio.

Jan 29, 2022

How Is Risk Related to Operating and Financial Leverage?

How Is Risk Related to Operating and Financial Leverage?

Just as stock and cryptocurrency traders can amplify their gains and losses through margin, so can business owners. There are two major types of leverage at the disposal of businesses: 

Jan 26, 2022

Is a Delaware Statutory Trust Irrevocable?

Is a Delaware Statutory Trust Irrevocable?

A Delaware Statutory Trust (DST) is an investment vehicle that investors can use to access fractional ownership of commercial real estate assets. DSTs have tax advantages in many situations and are typically eligible for both entry and exit using a 1031 exchange, which sets them apart from many other investment options. DSTs may own various properties, including multi-family housing, office buildings, retail centers, industrial property, medical offices, self-storage, and others.

Jan 21, 2022

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