The Realized Team’s Picks
DST 1031 Exchange Timeline: From Sale Proceeds to Subscription Docs
You can enter a Delaware Statutory Trust (DST) through a 1031 exchange, helping you access passive cash flow and income from institutional-grade assets, all while enjoying deferred capital gains taxes. However, like with traditional 1031 exchanges, you’re still subject to the 180-day timeframe imposed by the IRS.
How 45-Day Identification Works With Fractional DST Interests
Entering a Delaware Statutory Trust (DST) creates opportunities for passive income, heightened diversification, and more. However, you must follow certain rules when investing, especially if you’re using the DST to finish a 1031 exchange.
How to Successfully Do a 1031 Exchange With a Mixed-Use Property
Embarking on a 1031 Exchange with a mixed-use property can be an astute move for savvy investors looking to defer capital gains taxes. This complex process allows you to reinvest in new properties while maintaining the value of your investment capital. However, mixed-use properties present additional challenges that require careful navigation to ensure compliance with IRS regulations.
UPREIT Exit Strategies: How and When to Sell Your Operating Partnership Units
Navigating real estate investment can often feel like navigating a vast landscape dotted with both opportunities and challenges. For property owners exploring ways to exit their investments, one strategy gaining traction is the use of UPREITs (Umbrella Partnership Real Estate Investment Trusts). If you're managing operating partnership (OP) units and contemplating a move, here's a strategic overview of how and when to sell them.
How Interest Rate Fluctuations Affect UPRIET Investments
The landscape of real estate investment, like many other sectors, is often influenced by fluctuations in interest rates. For investment property owners, understanding this relationship is essential, particularly when engaged in investments like UPREITs (Umbrella Partnership Real Estate Investment Trusts). These investment vehicles offer a unique blend of flexibility and risk mitigation, but are not immune to the broader economic tides that shift with interest rate changes.
How UPREITs Impact Your Tax Basis and Capital Gains
In the realm of real estate investment, knowing the intricacies of tax implications can be as important as managing the properties themselves. For investment property owners, the concept of Umbrella Partnership Real Estate Investment Trusts (UPREITs) offers a strategic pathway to defer taxes, yet it also brings complexities, particularly in relation to tax basis and capital gains.
When Does an UPREIT Make Sense For Real Estate Investors?
For investment property owners contemplating their next strategic move, an Umbrella Partnership Real Estate Investment Trust (UPREIT) might be a compelling option. This structure allows seasoned real estate professionals to inject unique flexibility and liquidity into their portfolios while potentially deferring capital gains taxes.
Using UPREITs for Retirement Income Planning
As property owners contemplate their transition into retirement, many are evaluating how to convert their physical assets into reliable streams of income that will last throughout their golden years. While real estate has been a cornerstone for many retirement strategies, the complexities of ownership and management often pose challenges for those seeking a more passive investment approach. This is where Umbrella Partnership Real Estate Investment Trusts, or UPREITs, present an intriguing opportunity.
Triple Net Leases and Estate Planning: What Investors Should Consider
As an investor, planning for the future requires an in-depth understanding of what your current assets can do to ensure stability, minimize tax liability, and preserve wealth. Those who are planning to enter triple net (NNN) leases must also take into account how such an investment can impact their long-term estate plans.
Healthcare UPREITs: Investing in Medical and Senior Housing Facilities
In an economic landscape characterized by an aging population and increasing healthcare demands, investing in healthcare-focused UPREITs (Umbrella Partnership Real Estate Investment Trusts) presents a strategic opportunity for savvy investors. This investment vehicle merges the stability of real estate with the growth potential of the healthcare sector, focusing on medical and senior housing facilities.
