How Does a Delaware Statutory Trust (DST) Provide Asset Protection?

Coins with house and note pad.

Managing Risks in UPREIT Investments: A Guide for Property Owners

Commercial Building

Investing in real estate portfolios can be lucrative, and UPREITs (Umbrella Partnership Real Estate Investment Trusts) present a compelling opportunity for property owners to transition into diversified real estate holdings. While UPREITs offer significant advantages, such as tax deferral and increased liquidity, understanding and managing the associated risks is essential to protect your investment and maximize returns.

Jan 8, 2025

What is a Triple Net (NNN) Lease REIT? A Guide for Investment Property Owners.

Commercial building

Many investment property owners seek to diversify their portfolios, reduce their management burdens, and at the same time, achieve steady streams of income. One solution that can meet these requirements is the Triple Net (NNN) Lease REIT. In this blog, we will learn what a Triple Net Lease (NNN) REIT is, how it works, and whether it would suit your investment plan.

Jan 6, 2025

1031 Exchange 200% Rule: What It Is and How It Works

A person calculating.

The 1031 exchange process is intricate, with the IRS setting up many rules to ensure compliance and avoid abuse of the tax deferral benefits. One such rule is the Three Property Rule which states that an investor may identify up to three like-kind properties to exchange. However, there is a way to exchange more than three properties if an investor chooses to do so. This course of action is possible through the 1031 exchange 200% rule. What does this process entail? How do you leverage it? Below, Realized 1031 has shared an article answering these questions to help you better understand how the 200% rule works. Keep reading to learn more.

Jan 4, 2025

1031 Exchange Michigan: Rules, Taxes, and Other Considerations

Man calculating.

It doesn’t matter whether you’re a wealthy businessman, a humble solopreneur, or a hardworking corporate employee; we all despise the same thing: taxes. Taxes can easily drain your finances, and doing it wrong can exacerbate the depletion of your resources.

Jan 2, 2025

Qualified Intermediary: Role of 1031 Accommodator in Like-Kind Exchange

Commercial real-estate buildings

A 1031 exchange serves as a great strategy to defer taxes for investors considering a real estate sale. The “like-kind” swap is not a taxable event, so there’s no liability for any capital gains you make after the transaction. However, the IRS has set strict rules to ensure that such exchanges aren’t abused and are conducted according to existing guidelines.

Phantom Tax: What It Is And How It Works

Tax spelt out in wooden blocks.

Tax planning and management are already complex enough. Then comes the unexpected — phantom tax. This concept is something that not many companies and inventors anticipate, but it’s still a tax liability that you must address. Otherwise, you can suffer penalties and other unwanted consequences.

Dec 28, 2024

Triple Net Lease (NNN): What It Is And How It Works

Commerce office building

Lease structures are essential in real estate investments. These contracts serve as the foundation for property agreements and can determine who pays for what, how each party manages costs, and how tenants or landlords handle long-term financial obligations. One lease structure that has become popular in recent years is the triple net lease agreement or NNN lease. You’ll typically find such arrangements in commercial properties, such as retail stores and office buildings.

Dec 27, 2024

How To Avoid Or Reduce Capital Gains Tax On A Home Sale

House for sale

After selling a house, you may be feeling optimistic about the profit you’ve just made. There are many investment opportunities on the horizon, and you’re planning to use all of the home sale proceeds for promising prospects. Unfortunately, there is still one more thing that you’ll need to address before you can start investing: capital gains taxes.

Dec 23, 2024

DST Ownership Structure: Who Controls a Delaware Statutory Trust?

Looking up at tall buildings

Delaware Statutory Trusts (or DSTs) have become popular, offering advantages like capital gains tax deferral and passive income. As such, more and more investors now want to learn about this investment vehicle’s relatively complex ownership structure.

Download The Guide To 1031 Exchange

The 1031 Investor's Guidebook
Download eBook