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.
Who Pays for Structural Repairs in a Triple Net Lease?
Commercial property leases take various forms, and each type has different advantages for the tenant and owner/investor. A well-conceived agreement should be fair to each participant and be written to avoid confusion. With a gross lease the landlord pays all the property's operating expenses while the tenants pay rent for their respective space, perhaps with a load factor for common areas. The utility costs could be included in the rent or charged separately to each tenant. In a modified gross lease, the tenants pay rent plus a portion of the building’s annual operating expenses.
What Is the Average Property Management Fee for Rental Properties?
If you have a rental property, or are considering investing in one, you have likely considered hiring a property management company. The fees they charge vary, and depend on the duties they handle, how many units, and where the property is located.
What is a Good Interest Rate for an Investment Property?
Mortgage interest rates are complicated, and the amount you pay depends on your financial situation as well as being influenced by the type of loan. A conforming mortgage loan will have a lower rate than a jumbo, for example. A primary residence mortgage will typically carry a lower interest rate than a vehicle loan since a consumer may place a higher value on retaining their home than their car.
