The Realized Team’s Picks

What Is The Cap Rate For Net Lease Properties?

Wooden blocks with percentage signs showing an upward trend.

New real estate investors transitioning from property ownership to passive investments through net-leased properties should start by asking about the cap rate.

May 28, 2025

What Is A Net Lease Strategy?

Hand choosing mini wood house model from model and row of coin money on wood table

Investment property owners often aim to reduce management burdens, generate reliable income, and preserve property value for long-term sustainability. One approach some investors consider is the Net Lease Strategy, which may address these objectives depending on the lease structure and tenant profile.

May 27, 2025

How The After-Tax Cash Flow Timeline Works

Tax bags rest atop coin stacks.

Property investors planning to sell their investment properties and reinvest through a 1031 exchange often focus on their next steps after deferring taxes. In the investment process, the After-Tax Cash Flow Timeline serves as a critical planning tool.

May 26, 2025

Do You Have To Pay Taxes On A 1099-S Inherited Property?

Word Tax 2025 on the calculator on documents.Income Statement.

Inheriting a property can be both a financial blessing and a tax question mark — especially when a Form 1099-S shows up in the mail. If you’ve received this IRS form after selling an inherited property, you may ask: Do I owe taxes on this?

May 25, 2025

Can You 1031 Exchange Into Life Insurance?

A residential apartment building from top to bottom.

Investment property owners who plan their estates for the long term often ask this question: Can a 1031 Exchange be used to fund a life insurance policy?

May 24, 2025

What Are The Different Ways To Get A 1031 Exchange?

New houses construction.

Property investors who want to sell their real estate investment should consider whether they can minimize their capital gains tax obligation.

May 23, 2025

What Is The Main Objective Of Investing In Equity REITs?

Real estate agents advise homes on renting or buying a home in an office.

Equity REITs (Real Estate Investment Trusts), which own and manage income-generating properties, appeal to investors looking to invest in income-producing properties, mainly in commercial real estate.

May 22, 2025

Real Estate Syndication vs. REIT

Red brick construction of the unmanned block.

Real estate investors who wish to transform their hands-on property management into passive income strategies may consider Real Estate Syndications and Real Estate Investment Trusts (REITs) as viable passive real estate investment choices. Both investment options grant real estate exposure without direct property management, but they operate under distinct structural frameworks, liquidity profiles, taxation systems, and control mechanisms.

Do Capital Gains Affect Medicare Premiums?

Better quality control and cost reduction, Businessman analyze company growth.

Selling an investment property in retirement might boost your income—but it could also lead to unexpectedly high Medicare premiums. If you’re not careful, your capital gains might trigger costly adjustments.

May 20, 2025

1031 Exchange Cash Out Refinance: Rules, Steps, and More

Row of Single Family Homes.

Many investors take advantage of 1031 exchanges due to how this strategy allows tax deferral and diversification of assets. The process allows the swap of two like-kind properties with no sale occurring, so there’s no taxable event. To prevent abuse, however, the IRS has set many strict rules for the 1031 exchange. One core tenet is the requirement to reinvest all the proceeds from the sale of the relinquished property into the replacement one to receive complete tax deferral.

May 19, 2025

Download The Guide To 1031 Exchange

The 1031 Investor's Guidebook
Download eBook