The Realized Team’s Picks
1031 Exchange Safe Harbor Rules: What You Need to Know

Real estate investors who sell investment properties will have to pay significant capital gains taxes on the sale proceeds unless they reinvest those funds into a similar replacement asset.
Can REITs Be Held In An IRA?

A Real Estate Investment Trust, or REIT, is an organization that owns, operates, or finances real estate assets with the intention of earning income for the investors (shareholders). Because REITs use funds from a group of investors, minor participants may have access to investments they would not otherwise. For example, a REIT may own multi-family housing or other commercial real estate sectors like office buildings, retail, industrial, and healthcare.
Can I Aggregate Single-Family Rental Houses for QBI Purposes?

When the Tax Cuts and Jobs Act was signed into law back at the end of 2017, it allowed a new tax deduction under Section 199A of the tax code of 20 percent for qualified business income (QBI).
Are All REITs Publicly Traded?

A REIT (Real Estate Investment Trust) is an investment vehicle that offers investors a way to gain access to commercial real estate or other real estate-related assets. The original REITs, developed in the early 1960s, primarily focused on property and allowed individual investors to own fractional slices of property they would have been unable to afford on their own.
Recapping the 2021 InvestmentNews Retirement Income Summit

In November, Realized attended the InvestmentNews Retirement Income Summit in Naples, Florida. The event provides professionals within the retirement planning industry the opportunity to network and gain knowledge on trends in retirement income planning.
What Closing Costs Are Tax Deductible for Rental Property?

Rental properties are a great investment opportunity, but there are upfront costs. Purchasing your rental property involves getting a mortgage and paying closing costs.
What Is a REIT Stock?

A REIT (Real estate investment trust) is a tool for individual investors to gain access to commercial real estate that they might not otherwise be able to afford. REITs can be traded or non-traded, and either way, they may provide a passive way to invest in real estate.
Are Distributions From a Charitable Remainder Trust Taxable?

Charitable remainder trusts offer donors several benefits. The trust takes ownership of your assets, including properties, stocks, and savings. Your CRT donates the income your assets generate to beneficiaries of your choosing.
How Can I Sell a REIT?

Real Estate Investment Trusts (REITs) are typically easy to buy and sell because most of them are traded on public exchanges. REITs strive to provide high dividends and offer the potential for long-term appreciation, making them attractive to real estate investors.
Qualified Intermediary Installment Sale: What You Need to Know

If you have been paying attention to previous Realized blogs, you know that we’ve written a great deal about Qualified Intermediaries (QIs) and their importance to successful 1031 exchanges. Without help from that experienced QI, the like-kind exchange could be derailed, and you could face triggered capital gain taxes.