What Is A Reverse 1031 Exchange?

A 1031 exchange offers an opportunity for investors to reinvest the capital gains from selling an investment property without diverting a portion of the gain to pay capital gains taxes. This tactic can increase the buying power the investor can put to work in their next purchase, but it's a complex transaction, and strict rules and tight timelines govern it. For example, in an ordinary 1031 exchange, the clock starts ticking as soon as the investor sells the initial property, referred to as the relinquished asset.

How to Become a Certified Financial Planner (CFP)

We are currently in the midst of the biggest transfer of wealth in modern history. Baby Boomers and other seniors will hand down $70 trillion between 2018 and 2042. Some $61 trillion will go to their largely Gen X and Millennial heirs, with the rest going to philanthropic causes.

[Webinar Recap] Understanding Due Diligence: Risks to Consider

If you’re considering investing in a Delaware Statutory Trust, or DST, it’s important to evaluate risk the same way you would for any investment. At Realized, a critical component of our due diligence process is risk assessment. Risks can include general market conditions, the precise location of the property, and an array of other factors.

Do Vehicles Qualify for a 1031 Exchange?

The tax code seems to be constantly changing, and that applies to the rules regarding 1031 exchanges too. Do vehicles still qualify for a 1031 exchange? That’s what this article will discuss.

How to Become a Private Wealth Manager

As F. Scott Fitzgerald wrote in his 1925 short story, The Rich Boy, “Let me tell you about the very rich. They are different from you and me.” That’s true in many ways, including their money management needs. That’s where private wealth managers (PWM) come in.

Does Rental Income Count as Earned Income for Unemployment?

As a result of the COVID pandemic, millions of Americans found themselves without jobs and receiving unemployment benefits. Even those who were not affected by layoffs saw how quickly even the most secure job could disappear. If you’ve never used unemployment benefits, you likely don’t know much about them. But given that a period of unemployment could happen to anyone through no fault of their own, it’s best to understand the system a bit better. In this article, we’ll explore unemployment benefits and how income from rental property may affect these benefits.

What is Deceased Spousal Unused Exclusion (DSUE)?

Estates are exempt from taxes upon death up to a certain amount. For 2022, the exemption is $12,060,000. Estates valued under this amount don't have to pay estate taxes. What happens to the remaining amount of the exemption for those estates that are less than the exemption? Does it go unused? This is where the Deceased Spousal Unused Exclusion comes in.

[Webinar Recap] Understanding Due Diligence: Overview and Methodology

If you’re interested in learning more about pursuing a passive income without the full-time hassle of managing a property, a Delaware Statutory Trust, or DST, might represent an investment opportunity for you. A DST offers fractional ownership in commercial real estate, so you can enjoy the retained investment without the responsibility of managing the property yourself as you would with direct ownership. DSTs are also an investment option to consider if you need to conduct a 1031 exchange to defer any capital gains taxes due when you sell an investment property.

What Are the Advantages of Investing in Triple Net Leases in California?

When it comes to the potential advantages of investing in a triple net lease in California, here’s something to consider: one of every eight people in the United States lives in the Golden State.¹