How Do You Plan for Retirement?

Whether you are 40 years from retirement or it is just five years away, there are things you can do to help you plan for your golden years.
What is a Non-Prototype Retirement Plan?

Parsing the language used to refer to the myriad of retirement plan options is a demanding task. Retirement programs are commonly referred to by the applicable section of the Internal Revenue Code and other attributes they share or avoid. Hence, the reference to non-prototype, which indicates the absence of provisions of a prototype plan.
How to Get into Real Estate Syndication

Real estate syndication is a way of combining capital from more than one investor to invest in real estate. Usually, the property or project targeted is beyond the investors' reach individually, and the arrangement is guided by a sponsor who manages the investment.
How Do I Get Income From An UPREIT?

An avenue some investors use to turn appreciated real estate into passive income is by exchanging the value of the property into shares in an Umbrella Partnership Real Estate Investment Trust (UPREIT) instead of selling it outright.
How Can Portfolio Diversification Help Protect Investors?

Portfolio diversification is a fundamental investment strategy. That doesn't mean it comes built-in — the investor must still employ it. Properly implementing portfolio diversification can help protect an investment portfolio.
What are The Disadvantages of Tenant-in-Common Investment Properties?

If you’ve poked around Realized Holdings’ glossary, you already know there are many different forms of real estate ownership. There is 100% direct ownership (also known as fee-simple ownership) and the equal-percentage joint tenancy. Then there is the fractional ownership, such as that offered through the Delaware Statutory Trust (DST) or tenants-in-common (TIC) set-ups.
What Does a Landlord Pay in a Double Net Lease?

Mention the term “net lease” to someone even remotely familiar with real estate contracts, and the first thing that might come to mind is “triple net.” Triple-net leases are definitely “visible;” the chances are pretty good that any quick-service restaurant on an outparcel, or stand-alone dollar store, or retail automotive supply store signed such a lease with a property owner.
How Does Inflation Affect Retirement Planning?

Inflation has a great impact on retirement planning because it is potentially lowering the value of each dollar you save over time. It is definitely something to consider when mapping out a plan for your financial future.
What Is the 20% Related Party Rule for Opportunity Zone Owners?

The 2017 Tax Cuts and Jobs Act is known for creating the Qualified Opportunity Zone (QOZ) program, which encourages real estate investors to invest in low-income communities with the intention to stimulate economic development and job growth. Under certain conditions, these private investments may be eligible for capital gains tax incentives. By investing realized gains in QOZs, investors can reduce capital gains tax liability or eliminate it altogether from future value appreciation on QOZ investments.
What Does a Landlord Pay in an Absolute Net Lease?

If you’ve been paying attention to recent Realized Holdings blogs, you’ve likely stumbled onto various commercial lease topics. Understanding the tenant/property owner lease arrangement is important before investing in a property. Also important is understanding which party is responsible for what costs, such as maintenance, taxes, and insurance.