What is a Good Interest Rate on a Mortgage?

What is a Good Interest Rate on a Mortgage?

The question about mortgage interest rates is anything but simple. The interest rate that you pay for a mortgage is affected by market factors and the details of your financial situation, in addition to the purpose of the mortgage.

How Long Can Money Sit in a 1031 Exchange?

How Long Can Money Sit in a 1031 Exchange?

The 1031 exchange is a beneficial tool for investors to use when considering changes to the investment portfolio. Perhaps you are seeking to diversify your asset mix or shift from direct ownership to fractional investments. You can work toward various goals without paying taxes on the appreciation of the properties you are selling if you work within the exchange rules.

Mar 29, 2021

How Does a 403B Retirement Plan Work?

How Does a 403B Retirement Plan Work?

Most people associate 401(k)s with retirement planning, but one-fifth of workers are actually covered under 403(b) plans. Collectively, these U.S. employees have banked close to one trillion in savings.

Mar 28, 2021

How to Evaluate an UPREIT

How to Evaluate an UPREIT

Umbrella Partnership Real Estate Investment Trusts (UPREITs) are a way to gain the passive income potential of a real estate investment by exchanging an appreciating property into a REIT in return for units in the trust instead of selling it outright.

Mar 27, 2021

What States Do Not Tax Retirement Income?

What States Do Not Tax Retirement Income?

Retirement is something that most people can look forward to. You can choose to permanently leave the workforce behind, kick up your feet, and collect the retirement income that you’ve worked so hard to earn. One important thing to remember — you’ll likely continue to pay taxes.

Mar 26, 2021

How To Calculate Adjusted Basis Of Rental Property

How To Calculate Adjusted Basis Of Rental Property

Understanding how to calculate the adjusted cost basis of a rental property is essential to accurately determine its value and potential profits from a sale. Also, the adjusted basis isn't the same as the basis. Once you finish reading this article, you should understand the difference between these two terms and be able to work through calculating the adjusted basis.

How to Find a Triple Net Lease

How to Find a Triple Net Lease

Finding suitable investment properties can be a daunting task. Experienced real estate investors typically rely on a hard-won network of skilled professionals to help them find potential investment properties. Novice investors, meanwhile, can find the process of combing through a wide array of asset classes, property types, and market demographics far more challenging -- even more so if you’re searching for one particular type of asset.

Mar 25, 2021

How Do Risk and Liquidity Interplay in an Investment Portfolio?

How Do Risk and Liquidity Interplay in an Investment Portfolio?

Investors create portfolios in an effort to reduce risk and maximize income. Because they contain multiple assets, portfolios spread invested capital across those assets, potentially creating diversification. The end result is that 100% of invested capital isn’t exposed to the outcome of a single asset.

How Much Does a Retirement Plan Cost?

How Much Does a Retirement Plan Cost?

The earlier you establish a retirement plan and continue to make contributions, the better off you’ll potentially be. What better way to start retirement than to be financially prepared and stress-free?

Mar 24, 2021

How Does An UPREIT Transaction Work?

How Does An UPREIT Transaction Work?

In a typical arrangement for a publicly traded Real Estate Investment Trust, or REIT, the trust is a general partner that holds and manages its assets through an operating partnership subsidiary. In this way, the REIT is the umbrella partnership that owns most of the Operating Partnership units. The balance of OP Units are held by limited outside partners who obtain their OP units in exchange for the contribution of real estate assets to the REIT pool.

Mar 24, 2021

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