The Realized Team’s Picks
Forbes Real Estate Council: Effectively Navigating The IRS-Mandated Estate And Gifts Taxes
Our Chief Executive Officer, David Wieland, just published a piece on his Forbes Real Estate Council column, entitled "Effectively Navigating The IRS-Mandated Estate And Gifts Taxes."
What Is Portfolio Allocation, And How Do I Achieve It?
Portfolio allocation is one of the main components of portfolio construction. Understanding how positions should be allocated across a portfolio can help ensure that an investor is not overly exposed to one position that could potentially do significant damage to the portfolio.
Are Qualified Opportunity Zones Right for Me?
Qualified Opportunity Zones (QOZs) are not right for everyone. Despite the numerous potential benefits, like any investment, there is no perfect solution. Before investing in QOZs, you should consider the following elements and decide if QOZs are right for you.
Forbes Finance Council: Improving Returns Through Tax-Efficient Investing
Our Chief Revenue Officer, Rob Johnson, just published a piece on his Forbes Finance Council column, entitled "Improving Returns Through Tax-Efficient Investing."
Realized Urges Secretary of the Treasury to Delay Deadline for Like-Kind (IRC §1031) Exchanges
On Wednesday, we issued a letter to United States Secretary of the Treasury Steven Mnuchin urging the Treasury Department and Internal Revenue Service to delay the deadline for like-kind (IRC §1031) exchanges.
Updated 180-Day Date For 1031 Exchanges
Are you currently in a 1031 exchange or contemplating beginning an exchange? If you sold an investment property between October 17, 2019 and December 31, 2019, you would normally plan on filing IRS Form 4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return on or before April 15, 2020. However, this year may be different with the extended IRS filing deadline of June 15, 2020.
“Survival” Isn’t Guaranteed: Understanding Joint Tenancy and Rights of Survivorship
Many legal set-ups are available when it comes to co-owning assets, whether those assets consist of real property, bonds, bank accounts, or even stamp collections. Determining the best vehicle for ownership, especially among many people or partners, depends on the relationship between the individuals, and what happens to the property if one of those individuals should die.
Due Diligence: Avoiding Buyer's Remorse
Before buying real estate of any kind, it stands to reason that research on the asset should take place. Doing so helps ensure the minimization of post-sale shocks or surprises. This research -- known as due diligence -- provides you with an in-depth look at your potential investment.
Qualified Opportunity Zone Trends
Now that Qualified Opportunity Zone (QOZ) regulations are getting finalized, investments are beginning to pick up steam, and QOZ funds are generally mirroring non-QOZ real estate development funds. A report from Novogradec shows, as of the beginning of January, that QOZ funds have raised more than $6.7 billion, which is a 50% increase from just a month ago.
Is Probate Required For Jointly Owned Property?
Probate is the process of settling a person’s estate after they have died. During probate, a court oversees the distribution of assets left by a deceased person. Some joint ownership structures require probate, while others do not. In this article, we’ll look at each in detail.
