Is an UPREIT a Good Investment?
An UPREIT (Umbrella Partnership Real Estate Investment Trust) is as much a vehicle for investment as it is an actual investment type. That's because it is a method of transferring a property from individual ownership into a trust in exchange for a stake in the trust. The owner of a piece of appreciated real estate contributes the asset to the REIT in a trade (like a 1031 exchange, with the same tax deferral advantage) and receives in return operating partnership units in the REIT.
Is a Tax Sheltered Annuity Qualified?
Shelters, annuities, qualified, unqualified…all of these terms can get confusing when an investor planning for retirement is trying to figure out the best vehicle for saving and accumulating assets. It helps to refresh our understanding of some key terms:
How To Determine Your Risk Tolerance In Investing
When looking at your portfolio of investments, can you recall why you choose those particular investments? Was it because of income or appreciation potential? Maybe it was because someone said it was a good investment? Or did you choose it based on your risk tolerance?
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.
