How to Analyze REIT Financial Statements
There are many reasons to consider adding real estate investment trusts (REITs) to your portfolio – but it helps to know how to analyze REIT financial statements to ensure any potential investments match up with your investment strategies and tolerance for risk.
Tender Offer Funds: What You Need to Know
Investors looking to venture into financial markets have choices, including, among others, individual securities, bonds, and mutual funds. A mutual fund pools money invested by many participants to buy stocks, bonds, and other investments. Mutual funds offer both advantages and disadvantages compared to traditional investing. Some benefits could include:
What Is the Load Factor in Real Estate and How Does it Work?
What Is the Load Factor? The load factor is a value that represents space in a building that is not directly rentable. This space is generally known as the common area. Load factor allows each tenant to know the proportion of common area they are paying for.
What Happens to Your Tax Liability with Proper Financial Planning?
Proper financial planning can help reduce your tax liability. But what exactly is proper financial planning? It looks at the buying and selling of assets with an eye towards tax liability reduction. This involves the timing of selling and buying, and the types of accounts assets may be held in. Let's dig into the details.
Closed-End Real Estate Funds: What You Need to Know
Investors have numerous options for owning real estate. Direct investment is one, and various forms of shared ownership offer others. In addition, real estate funds may be public or private and can be formed as corporate entities or investment trusts. In either example, the fund is often created for an indeterminate period but may have a specific lifespan in some cases.
How to Calculate Capital Appreciation in Real Estate
If you buy, hold, and sell real estate for trade or investment, you already know that returns are an important factor in determining an effective investment strategy. Also important? Knowing your asset’s capital appreciation and how to calculate it. Fortunately, you don’t need to be a math whiz to determine the numbers. You only need to know the basic formulas.
Is it Possible to Decrease Tax Liability After Several 1031 Exchanges?
According to Benjamin Franklin, the only thing certain is death and taxes. And, when it comes to owning real estate as an investment, taxes are definitely certain. In addition to property taxes and taxes on earned income, capital gains taxes must be paid when the asset is sold (assuming, of course, that it is sold at a profit).
How do Delaware Statutory Trust Sponsors Make Money?
A Delaware Statutory Trust, or DST, is an investment option that allows investors to purchase fractional interests in a commercial property portfolio and seek to manage tax liability. Although none of the investors or the property needs to be in Delaware, a DST needs to have a Delaware resident as one of the trustees; however, the designated Delaware resident does not need to be an active decision-maker.
Are REITs Considered Alternative Investments?
Investing can be a way to earn extra income and plan for your future. One type of asset to consider investing in is real estate, in the form of REITs.
How Does Depreciation Affect Tax Shields?
Tax shields are named so because they help to shield income from taxes. By taking various forms of tax deductions, income can be offset (i.e., reduced), resulting in a lower tax bill. The type of tax shield depends on the individual, business, and country they are living in.
