Part 2: Using Tax Planning In an Effort to Increase Returns – Increase Your Cost Basis
At Realized, we believe that tax planning in real estate is about seeking opportunities that can help ensure that the amount of money you make remains money you keep. In our second post in this series, we’ll cover an additional tactic to consider when seeking ways to increase your after tax-cash flow: increasing your cost basis.
Is a Delaware Statutory Trust (DST) a Security?
Delaware Statutory Trusts (DSTs) are complex financial investments that can provide individuals with access to ownership of commercial real estate properties that they would not be able to own on their own. Some DSTs own properties similar to those held by large institutional investors like pension funds, REITs, and insurance companies. DSTs are considered securities and are subject to regulation as such.
Ways to Leverage Equity in Investment Property
With time, the equity position in an investment property will generally increase. As a result, investors may seek opportunities to make use of the equity in their properties. There are a few ways to do this, and in this article, we’ll go through them.
What Are Qualified Intermediary Regulations, Responsibilities, and Obligations?
We discuss the topic of qualified intermediaries frequently at Realized Holdings, and for very good reason. The QI (also known as a facilitator or accommodator) can mean the difference between a successful 1031 exchange, and one that might fail and be challenged by the IRS. A reputable, experienced qualified intermediary must follow certain regulations, responsibilities, and obligations. To understand the activities of this entity requires an understanding of why it’s involved, in the first place.
Ways to Potentially Defer Capital Gains Tax on Stocks
Raise your hand, if you can relate to the following scenario.
What is a Disregarded Entity in a Delaware Statutory Trust (DST)?
A disregarded entity may sound like a complex term, but if you're familiar with pass-through entities, you're already familiar with disregarded entities. There's a little more to know about a disregarded entity, though, which is what we'll go over in this article.
Part 1: Using Tax Planning in an Effort to Increase Returns – Leverage Depreciation
At Realized, we believe that tax planning in real estate is about seeking opportunities that can help ensure the amount of money you make remains money you keep. And knowing your actual, taxable cash flow is one opportunity. In this three-part series, we’ll examine different ways to use tax planning that are designed to help keep potential profits in your pocket.
Do You Have to Live in an Investment Property?
You do not have to live in your investment property, but if you do reside there for all or some of the year, there are different classifications for tax purposes.
Should I Invest in Warehouse Properties?
Covid-19 rocked many sectors of commercial real estate in 2020, particularly retail, office and hospitality1. Industrial warehousing and distribution, meanwhile, saw its tide rise exponentially as a quarantined nation turned to online shopping en masse.
Ways to Invest in Self-Storage
Self-storage can be an intriguing sector in commercial real estate and one that investors may want to consider. The U.S. currently offers approximately 1.9 billion square feet of personal storage space1, and the market continues to grow since occupancy is at record levels in many metropolitan areas, according to recent remarks by Aaron Swerdlin, vice chairman of Newmark.
