What Are Healthcare REITs?

What Are Healthcare REITs?

Some investors understand the potential benefits that come with diversifying their portfolios. Whether you’re considering publicly traded securities that allow you to own shares of a company listed on the New York Stock Exchange, or you’re looking for real estate investment opportunities, diversification can be important.

Dec 7, 2021

Are Escrow Fees Tax Deductible for Rental Property?

Are Escrow Fees Tax Deductible for Rental Property?

Owning rental property brings to the owner various tax advantages, some of which are deductions like payments for mortgage interest, operating costs, property taxes, and repairs.

Dec 6, 2021

How Much Does Real Estate Appreciate Per Year?

How Much Does Real Estate Appreciate Per Year?

Real estate investors are motivated by various goals, including wealth accumulation, tax management, and pride of ownership, among others. Certainly, many hope that the property they buy will appreciate in value. Appreciation of an asset is an increase in value over time. Whether it occurs, how fast, and how much depends on external factors like supply and demand. While appreciation is typically viewed as a positive outcome, investors should prepare for it since if they sell appreciated property, they may owe taxes on the capital gain that the increase in value represents. Savvy investors should employ strategies to mitigate the impact of this circumstance by seeking professional financial and tax advice.

What Is a Captive REIT?

What Is a Captive REIT?

There are numerous attractions to real estate for investors—potential appreciation, tax advantages, and sometimes passive income. Individual REIT shareholders can effectively gain access to commercial property they would not be able to afford on their own, and can do so without day-to-day interaction with tenants and some of the other quotidian tasks often associated with direct property ownership.

Dec 5, 2021

Who Can Deduct Property Taxes?

Who Can Deduct Property Taxes?

Local governments typically levy property taxes, which serve as the primary funding source for those regional entities. Proceeds from property taxes pay for police and fire services, education, maintenance and construction of buildings, and local services. In most areas, property taxes are imposed on land and buildings--both residential and commercial. For example, in most states, property taxes on residential units are calculated according to the fair market value of the housing. Still, there may also be limitations or exemptions for certain citizen groups, like veterans, the disabled, and the elderly.

Dec 4, 2021

What Is an Office REIT?

What Is an Office REIT?

Real estate investment trusts, also referred to as REITs, provide an opportunity for real estate investors to diversify their portfolio while pursuing truly passive income. Within the world of REITs, there are several subcategories, which allows investors to further diversify their portfolios while investing in some real estate types that they may not otherwise have access to. As an investor, understanding all of the options available to you is important.

Dec 4, 2021

Do I Have to Itemize to Deduct Property Taxes?

Do I Have to Itemize to Deduct Property Taxes?

As a real estate investor, you may be looking to maximize income and minimize taxes. Those are desirable goals, and there are strategies you can use to help work toward them. Having expert professional financial and tax advice is a good way to ensure that you are taking advantage of all the potential opportunities available to you. One possible benefit of investing in real estate is that the deduction can sometimes lower other income in addition to the revenue from the real estate investment.

Dec 3, 2021

Is Real Estate Tax the Same as Property Tax?

Is Real Estate Tax the Same as Property Tax?

While real estate tax and property tax may sound like the same things, there are some distinctions. At a high level, real estate taxes are a group of various types of taxes imposed on real estate. Property tax happens to be one of those types. Let’s look at the various taxes that compose real estate taxes.

Dec 2, 2021

Is REIT Income Taxable?

Is REIT Income Taxable?

In order to qualify as a real estate investment trust, the trust has to return a minimum of 90 percent of taxable income gained from income-producing properties, asset divestiture, and other means back to shareholders in the form of annual dividends.

Dec 1, 2021

How Is Portfolio Risk Measured?

How Is Portfolio Risk Measured?

If there is one takeaway from our blogs, it’s that there is no such thing as risk-free investments. You measure your risk tolerance by understanding your financial goals and what type of return you are seeking. The general rule of thumb here is that the higher the risk, the higher the potential rate of return.

Dec 1, 2021

A Guide to UPREIT Transactions

A Guide to UPREIT Transactions
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