The Realized Team’s Picks
Do Investors Own the Property in a Delaware Statutory Trust?
The Delaware Statutory Trust (DST) is a legal entity formed in the state of Delaware. The idea behind this structure is that the trust buys and manages real estate assets. Accredited investors then purchase fractional shares of that trust.
What Should You Do When Your Client Wants to Retire from Real Estate?
For many, real estate ownership can be an effective investment strategy. Real estate doesn’t typically correlate with the market and can provide a hedge against inflation. As such, real assets could help balance portfolios, while providing ongoing cash flow.
What Are the Advantages of Investing in a Delaware Statutory Trust in California?
Delaware Statutory Trusts (DSTs) can offer several advantages to California investors. These can include:
Is There a One-Time Capital Gains Exemption?
Selling highly appreciated real estate can be a significant financial windfall for real estate investors and property owners.
What Financial Planning Clients Wish Their Advisors Knew About Investment Real Estate
As an investment and financial advisor, you significantly influence the decisions your clients make about investing. They trust you to know the market's ins and outs and craft your recommendations with their best interests in mind. You can undoubtedly guide your clients toward achieving their goals for retirement, philanthropy, and giving as well as maintaining their financial health.
Can You Cash Out of a Delaware Statutory Trust (DST)?
A Delaware Statutory Trust (DST) is meant to be a longer-term investment with around 5-7 years holding periods. Investing in a DST generally means you won’t need access to those funds for a while.
How to Create Tenancy By the Entirety (TBE)
Many different entities can buy, own, and sell property. These include partnerships, joint tenants, and tenants-in-common or TICs. There is also tenancy by the entirety, or TBE.
What is a "Springing LLC"?
Commercial real estate is often subjected to a variety of micro and macroeconomic factors that can adversely affect property performance. Look no further than the retail and hospitality shutdowns that happen as a result of the coronavirus pandemic, and the ensuing work-from-home trend that continues to roil office markets throughout the country.
What Are The 10% and 30% Rules for REITs?
When you dig into how REITs operate, they become fairly complex investments. Most of this isn’t as important for investors but is important for REIT operators. We will look at two specific restrictions or rules that REITs must follow.
What is The Deferral Period for Opportunity Zones?
The Qualified Opportunity Zone Program (QOZ) allows investors to “do good” by putting their capital gains into economically challenged areas. The program, introduced in 2017, also offers various tax benefits to QOZ investors. One of these is the step-up in basis, which ended in late 2021.
