[Webinar Recap] Unique Considerations When Evaluating DST Structural Risk
If you’re considering investing in a Delaware Statutory Trust (DST), there are some things you need to consider before making the leap. Evaluation of a DST is a unique process because of the DST’s legal and financial structure as a pre-packaged investment. The Sponsor defines the terms of a DST in a Private Placement Memorandum (PPM), which outlines the rights of the involved parties, including the investors, Sponsor, and lender. The PPM also designates each party’s compensation.
What Is the Difference between a Primary and Contingent Beneficiary?
If you’ve had a chance to read our previous blogs on the topic, you already know about beneficiaries. A beneficiary is an individual or an entity eligible to receive distributions from a trust, will, or life insurance policy. We’ve discussed the importance of naming beneficiaries to ensure that your wealth and/or assets go to the designated people or organizations you choose.
What Expenses Are Higher during Retirement?
Retirement generally means stepping away from a day-to-day job you might have had for years, or even decades. It also means stepping away from a steady wage and/or salary.
What Is A Modified Gross Lease?
A modified gross lease is a variety of commercial real estate lease. In this structure, the tenant pays base rent and a proportional share of some other property costs, including taxes, utilities, insurance, and maintenance. A modified gross lease sits between a gross lease, where the landlord pays for all operating expenses, and a net lease, which passes on property expenses to the tenant.
What Is Required Minimum Distribution (RMD) And How Do You Calculate It?
If you’re like many in the workforce (as either an employee or a business owner), the chances are pretty good you’ve set up some kind of defined contribution plan for your retirement years. During each pay period, you’ve contributed a certain amount from your earnings to that plan, and maybe you’re taking comfort in seeing that balance grow.
What Is Interest Rate Risk?
Interest rate risk is the risk that an investment’s value will change as interest rates change. This is of heightened concern during periods of interest rate hikes but is also vital to watch when the Fed is lowering rates.
What Is A Triple Net (NNN) Lease, And What Does It Mean?
As a property owner and investor, executing a lease with a tenant might seem like a routine matter. However, many different types of lease structures are used throughout the commercial real estate industry. A landlord can choose among gross, modified gross, and several variations of a net lease to find the form that best meets their needs, depending on the property and the tenant.
[Webinar Recap] Data We Use in Our Due Diligence Analysis
Delaware Statutory Trusts, or DSTs, can offer passive income without the hassle of managing a property full-time. But how can you be confident you’re investing with a reliable Sponsor? Before you commit to a DST, it’s important to thoroughly evaluate potential offers. To help you better understand the different variables to analyze before making a decision, such as risk factors and economic trends, we’re breaking down the data we use in our due diligence analysis.
The Pros And Cons Of Rental Property
Real investors often tout the many advantages of owning rental property. But what is it really like to own rental property? To get a more complete picture, we’ll go through a list of pros and cons of rental property ownership.
What Is Income in Respect of a Decedent (IRD)?
Estate taxes are paid when the estate owner passes. But what about taxes on income received after death? This is where Income in Respect of a Decedent (IRD) comes in. This article will discuss calculating the IRD deduction and how it affects any beneficiaries.
