The Realized Team’s Picks
Does Section 1033 Apply to Personal Property?
Investors or homeowners who are required to give up their properties due to forced conversion from eminent domain, or if their property is destroyed and condemned following a natural disaster, can complete a 1033 exchange and fully defer any realized capital gains.
What Does Active Under Contract Mean For a Rental Property?
When searching for a rental property, you might see many of the same status updates you see in real estate sale listings.
What is a Related Party Transaction?
In 2021, when interest rates remained at historic lows, there were a record number of residential real estate transactions. The total number of residential home sales exceeded 7.2 million, and the value of all those transactions topped $2.8 trillion.1
How Much Does it Cost to Set Up a Delaware Statutory Trust?
Delaware Statutory Trusts are typically created and managed by professional real estate companies that act as the trust’s Sponsor. These companies leverage their expertise and experience to select and acquire various commercial real estate properties to be placed under trust and offered to investors as fractional ownership interests in the trust.
Can I Use Rental Income to Qualify for a Mortgage?
In the wake of the national housing crash that began way back in 2007 as a result of lax mortgage lending standards, obtaining a mortgage has become much more difficult as lenders tightened their underwriting criteria.
How to Complete a Composite Tax Return
Pass-through entities may file composite tax returns in most states with a state-level individual income tax. The owners that are eligible to be included in a composite are those who are residents of other states. For example, suppose you reside in Michigan but are a partner in a company that owns property in California, New York, Utah, and Florida. In that case, your company may want to file a composite return for the states where you are not a resident.
Direct Or Fractional Real Estate Investments: Which Offers Greater Potential Profits?
Real estate is historically a robust long-term investment. In the US, homeownership is an elevated goal for many people. For some, extending that pursuit to add additional property becomes the foundation of their wealth accumulation strategy. And it's no wonder since buying and holding real estate can be a path to success.
Are Restricted Stock Units (RSUs) Taxed as Ordinary Income?
Many corporations seek to incentivize their valued employees to remain with the company (unless the firm is downsizing) to limit the damage of turnover. Of course, pay and benefits are significant components of an attractive compensation package, but many companies like to encourage tenure by offering deferred rewards that depend on the employee remaining with the company. Often, these rewards are tied to the company's stock price. The theory is that you will earn a greater return if you help the company succeed.
How Long Can You Lock in a Mortgage Rate?
Mortgage rates took center stage in financial headlines in 2022 after rising to highs not seen in decades.
What is a Composite Tax Return?
If a taxpayer invests in a pass-through entity with operations in more than one state, the investor may owe state income taxes in more states than the one in which they are a resident. For example, suppose you reside in California but are part-owner of a partnership that owns property in Arizona, Nevada, Utah, and California. In that case, you might need to file state income taxes in each state. That can be confusing, time-consuming, and complex. In many states, the entity can file a composite tax return that reports the individual state earnings of each investor.
