The Realized Team’s Picks
Recapping the 2022 InvestmentNews Retirement Income Summit
Realized recently attended the InvestmentNews Retirement Income Summit and had the opportunity to sit down with Mary Beth Franklin for a fireside chat during the event. We shared our insights on using real estate as an asset class while planning for retirement and ways advisors can help their clients create income-producing strategies using their existing real estate holdings. Here’s some of what we covered.
How Can I Invest in Real Estate in Tax-Free States?
As a real estate investor, you want to choose investment opportunities that seek to maximize your return on investment (ROI) to help build wealth. One way to attempt to increase your returns on investment properties is to buy real estate located in tax-free states.
Are Unrealized Gains Taxable?
Unrealized and realized capital gains are treated very differently on your annual tax return.
How Can I Exchange My Investment Property into a Real Estate Portfolio?
If you own an investment property, exchanging it into a real estate portfolio can help you diversify your wealth. Moving from a direct property management model to a portfolio of fractional real estate ownership can provide you with diversification and access to different kinds of properties you may not be able to access on your own.
How Do Real Estate Auctions Work?
When you hear that something is being sold at auction, you may assume it’s in foreclosure or otherwise distressed, but that thinking is old-fashioned and inaccurate. Auction sales for commercial property have become increasingly popular and, in some cases, may be more expedient and could potentially bring in a better price than a traditional sales approach.
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.
What Is Leverage in Real Estate?
Leverage can be one of the most important aspects of your real estate investments.
What Is Duration (Horizon) Risk?
An investment with a short hold time can be less risky than the same investment with a longer hold time. This is mainly due to more factors and unknowns that can be introduced within a longer time frame.
Are REITs Required to Pay Dividends?
Investors evaluating options in real estate have ample choices. They can buy property directly and either manage it or use a property manager. They can collaborate with other investors through tenancy-in-common structures or crowdfunding syndications. Or they can invest in a Real Estate Investment Trust (REIT).
What You Need to Know About Combining a 1031 Exchange and a Section 121 Exclusion
Real estate investors who want to sell highly appreciated residential investment assets can use 1031 exchanges to defer capital gains taxes. But there’s another important tax-advantaged tool at your disposal that may be combined with a 1031 exchange to provide additional tax benefits.
