The Realized Team’s Picks
How To Declare a 1031 Exchange
How does one start a 1031 exchange? And once it is started, what should an investor expect throughout the process?
How Can I Structure a Real Estate Partnership?
Going into a real estate deal with a partner can have many benefits. But the fine print in the partnership agreement should contain all of the right language for when things go wrong or not as expected. Creating the right partnership structure is key to its survival and longevity. Let’s go through what you need to be aware of when structuring a real estate partnership.
What Are The Tax Implications of UPREITs?
What is an UPREIT? The UP in UPREIT means umbrella partnership. These REITs are often used in a 721 transfer (or 721 UPREIT exchange), which is similar to a 1031 exchange.
How Long Can You Carry Forward Capital Losses?
Under certain conditions, some tax filers will have a large enough loss to carry forward into future tax years. Does the IRS impose any limits on how long this loss can be carried forward or the dollar amount that can be carried forward? Getting this number right can mean the difference between tax savings or unnecessarily paying more.
Can Improvements Be Used in a 1031 Exchange?
When purchasing a new property, it's not uncommon for an investor to want to improve it. If that property is part of a 1031 exchange, can those improvements be rolled into the exchange? If so, is a different type of exchange required? Are there any new exchange rules to be aware of when making improvements?
What is a Good Cap Rate for Commercial Real Estate?
The cap rate is a common method used for valuing real estate properties. Some investors even consider it the gold standard. However, the cap rate is only one part of a larger puzzle for valuing property.
What are the Differences Between a DST and Traditional Real Estate Investments?
Investors have a multitude of options when it comes to investing in commercial real estate (CRE).
What is a Complex Trust?
Estate, financial, and legacy planning can be extremely complex processes, but once they are complete they can bring unmatched peace of mind knowing you have established a financial game plan to take care of your heirs.
How to Set Up a Real Estate Investment Fund
Real estate investors who want to scale up their business might consider creating a real estate investment fund. A fund allows other investors to submit capital that is used to purchase real estate properties within a structured environment (i.e., the fund).
What is the Max Value Allowed for a 1031 Exchange?
Real estate investors have long turned to 1031 exchanges to defer capital gains taxes following the disposition of highly appreciated real property assets.
