The Realized Team’s Picks
Is a Delaware Statutory Trust Revocable?
Investing in a Delaware Statutory Trust (DST) can be an appealing strategy for many investors because of potential benefits like passive income and diversification. There may also be tax-deferral benefits if you enter the DST through a 1031 exchange. However, the structure of this “trust” may make it confusing, especially in the context of estate planning. In particular, many investors wonder if DSTs are revocable.
Can You Deduct 1031 Exchange Expenses?
A 1031 Exchange offers investment property owners a valuable opportunity to defer capital gains taxes by reinvesting sale proceeds into like-kind replacement property.
Do Short-Term Capital Gains Count Towards Adjusted Gross Income (AGI)?
Understanding the tax consequences is an important factor when selling investment properties or other appreciated assets. One common question we hear at Realized® is: Do short-term capital gains count towards Adjusted Gross Income (AGI)?
What To Look for in a Delaware Statutory Trust (DST) Attorney
As you consider investing through a Delaware Statutory Trust (DST), it's important to involve experienced professionals to help manage the legal and tax-related aspects of the process. One of these professionals would be a Delaware Statutory Trust attorney — a lawyer who is knowledgeable in the legal aspects of the investment. Hiring one can help you evaluate offering documents, understand your rights as a beneficial interest holder, and assess whether the DST aligns with applicable IRS guidance and your overall transaction objectives.
Who Invests In Commercial Real Estate
When you think of commercial real estate, you might picture towering office buildings, shopping centers, or sprawling industrial parks. But have you ever wondered—who actually owns and invests in these properties?
Do Long-Term Capital Gains Count Towards Adjusted Gross Income (AGI)?
When selling an investment property, it is essential to know that the sale can affect your tax obligations more than the capital gains. One of the most frequent questions that people ask when they contact Realized is:
Comparing Deferred Sales Trusts and Delaware Statutory Trusts
Investors exploring tax-deferral strategies for appreciated real estate have several options to consider. Two common approaches are the deferred sales trust and the Delaware Statutory Trust. These are both called DSTs, which may lead to confusion. However, these two tax strategies are distinct and offer different tax deferral methods.
How Soon Can You Sell A 1031 Exchange Property?
A 1031 Exchange allows you to defer capital gains taxes when selling investment real estate, provided you reinvest in a qualifying replacement property. But once you’ve acquired that replacement, a common question arises:
How To Defer Capital Gains Tax Without A 1031 Exchange
Real estate investors often build significant wealth through property sales—but that success usually comes with a capital gains tax bill. While a 1031 Exchange is a well-known method for deferring those taxes, it’s not the only option.
What Is A Cap Rate In Commercial Real Estate?
In commercial real estate investment analysis, one metric that is often used is "cap rate." Based on its name, cap rate means capitalization rate, and it provides a simple yet powerful way to value a property's net income relative to its market value. While it is not a comprehensive measure of investment return, it is often used to compare the relative income potential of different properties. When it comes to selling a property, executing a 1031 exchange, or rebalancing your portfolio for retirement, it is important to know about cap rates to make better decisions on your investment property wealth.
