The Realized Team’s Picks
Investing in Student Housing Could Boost Your Portfolio’s Income and Add Important Tax Benefits
Drew Reynolds, chief investment officer at Realized, recently shared his thoughts with Marketwatch on the growth of the student housing market and why real estate investors should consider adding this sub-sector of commercial real estate to their portfolios through passive investments such as student-housing DSTs.
What is a Fixed-Rate Mortgage?
A fixed-rate mortgage is a type of home loan where the interest rate stays the same over the life of the loan. It can create stability, because your principal and interest mortgage payment remains the same over the life of the loan.
Does a General Power of Attorney Expire?
Power of Attorney (POA) designations can be confusing, but they are also vital for managing authority for both capable and incapacitated individuals. Let’s briefly review what a POA is, the various degrees of control granted, and how a POA grant terminates.
How Does a 1031 Exchange Work with Seller Financing?
Seller financing is a common practice in real estate transactions. In this unique form of lending, the seller of an investment property also functions as the buyer’s mortgage lender.
Investing in Opportunity Zones - What you Need to Know
Realized Chief Investment Officer Drew Reynolds recently shared details of the QOZ program created as part of the Tax Cuts and Jobs Act of 2017 and how investors may be able to defer and eliminate some capital gains tax obligations. We share a recap below, and you can read the complete article at thestreet.com.
How Commercial Real Estate Investing Can Add Balance to Your Portfolio
David Wieland, CEO and co-founder of Realized, recently authored an article in Kiplinger examining the benefits of adding real estate investments to your balanced portfolio. Read the recap below and the complete text at Kiplinger.com.
What is a 1031 Cooperation Clause and How Does it Work?
A 1031 exchange is much different than a straight sale or other type of real estate transaction. As such, it’s important for exchangors to inform all parties involved that the pending transaction will be part of a 1031 exchange because there are some extra steps both parties must take to ensure the exchange complies with Internal Revenue Service regulations.
How to Pass Your Delaware Statutory Trust Interests to Your Heirs
For many investors, Delaware Statutory Trusts (DSTs) are a viable way to own real estate without the active management required for direct ownership. In addition, DSTs may provide income and tax advantages. One significant advantage to investing in DSTs is the investor’s ability to use a 1031 exchange to move from direct investment to fractional ownership of commercial property.
Can Anyone Invest in Opportunity Zones?
The Opportunity Zones Program has provided a way to direct billions of dollars of capital toward urban renewal and revitalization projects in designated Qualified Opportunity Zones. Those investing in Qualified Opportunity Funds (QOFs) can also benefit from certain tax advantages.
Who Takes Title In a 1031 Exchange?
In a typical 1031 exchange, an investor decides to sell a property and reinvest the proceeds. If the property has appreciated during the time the investor has owned it, they will be responsible for paying capital gains taxes on the increase in the fair market value. Assuming that the investor has held the asset for more than one year, the taxes will be assessed at the long-term capital gains rate, which is typically lower than the tax rate for ordinary income but can still be as much as 20 percent.
