The Realized Team’s Picks
What Happens if a Tenant in Common (TIC) Refuses to Sell?
A tenancy in common (TIC) is an arrangement between two or more individuals (the tenants in common) who share ownership rights to a piece of real estate.
Can You Do a 1031 Exchange With a Mortgage?
It’s common that a mortgage is part of a 1031 exchange. So yes, you can complete a 1031 exchange with a mortgage. But a few things happen when you do a 1031 exchange with a mortgage, and it's important to know what those are.
Is Section 1033 Mandatory?
The downside of real estate ownership is the specter of property loss. A powerful storm could destroy your private residence, vacation home, or investment real estate. Or you could learn that your parcel of land might be subject to eminent domain seizure.
When Should I Receive My 1099-R Form?
A 1099-R form is specifically related to distributions from retirement accounts and is essential for reporting your income accurately to the Internal Revenue Service (IRS). So, when should you expect to receive your 1099-R form?
How to Choose a DST Advisor
If you’re considering a Delaware Statutory Trust, you could find the array of offerings confusing, perplexing, and frustrating. Which DST is the right one for your risk tolerance and investment goals?
Are Capital Gains Distributions Eligible for Opportunity Zones?
Capital gains distributions differ from capital gains, but the gain is taxable in each case. A capital gain can be short or long-term, depending on whether you owned the asset for over a year. Good examples of capital gains include selling stock, real estate, or collectibles for more than you paid.
What Is SFH in Real Estate?
In the realm of real estate, the term 'SFH' is an abbreviation for Single-Family Home. A Single-Family Home is a standalone house designed, usually constructed to house only one family, differing from multi-family homes or apartment buildings.
Does a Delaware Statutory Trust Hold Title to Real Estate?
Real estate investors who need to complete 1031 exchanges may choose to invest sales proceeds from their relinquished properties into Delaware Statutory Trusts (DSTs).
What Financial Advisors Should Know About 1031 Exchanges
As a financial advisor, you want to offer your clients helpful guidance and sound advice—that’s why they engage your services, after all. In many cases, you may suggest investment options and strategies that the client isn’t familiar with, so they rely on you to know the details and to provide suitable suggestions. Depending on your client, you may offer assistance with various tasks ranging from retirement forecasting to budgeting to estate planning. Often, you will recommend investment choices and offer tax management strategies.
Does a Limited Power of Attorney Need to Be Notarized?
The grant of a power of attorney (POA) means the grantor authorizes the grantee to act on their behalf. That's the simple definition, but the topic becomes somewhat confusing due to multiple variations on the basic grant. A power of attorney can be comprehensive or limited, durable or with a defined endpoint, and customized to suit the principal's needs.
