The Realized Team’s Picks
Tenants In Common Right To Occupy: A Closer Look At This Unique Property Right
Tenants in common, also referred to as tenancy in common, or TIC, is a traditional form of joint property ownership.
Can You Depreciate a Delaware Statutory Trust?
The depreciation deductions for a DST are based on the cost of the underlying real estate assets. Investors can claim depreciation deductions for the remaining useful life of the real estate assets. Investors who sell their interest in a DST may have to recapture any depreciation deductions that they have claimed. Let’s go through the details of how all of this works.
What Is The Purpose Of A Cy Pres Doctrine?
The Cy Pres doctrine is a legal principle crucial in various legal and charitable contexts. It originated from the French phrase "cy pres comme possible," meaning "as near as possible." Still, it has evolved and expanded to serve a variety of purposes. Now, courts use the doctrine when a charitable objective cannot be fulfilled as initially planned.
Can Furniture Be Used in a 1031 Exchange?
In real estate transactions both large and small, it’s common to have incidental property – furniture, fixtures, and equipment – included with the buildings that are bought and sold.
The Role of Operating Partnership Units in UPREITs
Among the opportunities for fractional real estate ownership, one increasingly popular vehicle is the UPREIT (Umbrella Partnership Real Estate Investment Trust), a REIT with some distinct components that can help real estate owners.
Is Estate Planning Tax Deductible?
Estate planning is a financial and legal process that allows individuals to efficiently transfer their assets to heirs while potentially minimizing estate taxes and ensuring their wishes are carried out after they pass away. It involves creating wills, trusts, powers of attorney, and other legal documents to protect wealth and ensure a smooth transfer of assets to the next generation. But, is tax planning tax deductible?
How to List a Rental Property for Sale
Rental property is often an attractive investment. Whether you are a hands-on, do-it-yourself owner with a handful of properties or prefer to outsource the details to a property manager, owning rental homes can be a great experience. Still, you may decide to sell a rental unit for several reasons. You might be ready to cash out the appreciation, move into a different property type, or even transition to passive income options. No matter what motivates the sale, you want to maximize the gain and minimize the pain when you decide to sell.
DST Tax Filing Deadline: What to Know
DST tax filings are a little different from other investments. The forms you receive from the DST sponsor aren’t standardized across DSTs. Depending on your entity type, there are different associated tax filing deadlines as well. We’ll cover what this means for you as a DST investor.
What is Alternative Asset Management?
Traditionally, investment portfolios have included stocks, bonds, and cash. The widely accepted MPT (Modern Portfolio Theory) expounded a mathematical framework for building a portfolio of stocks and bonds that maximizes expected return in accordance with an individual's acceptance of risk. Someone willing to accept more risk would choose a portfolio weighted toward stocks. For a risk-averse investor, the portfolio would contain more fixed-income products like bonds. The default weighting for a portfolio was long ago set at 60 percent stocks and 40 percent income. This division is notably successful over long periods, but other configurations can also be favorable.
How To Buy Into A Delaware Statutory Trust
Delaware Statutory Trusts (DSTs) are legal entities created using Delaware Trust laws to simplify ownership of fractional property interests. DSTs offer several potential advantages to accredited investors, including low minimum investment requirements, tax-advantaged income, and the ability to enter and exit the investment using a 1031 exchange.
