Legacy Planning For Generational Wealth Transfers
Legacy planning can be essential to help manage the loss of assets from one generation to the next. Investigating strategies for generational wealth transfers is the first step in planning the protection of your wealth for future generations. If your goal is to protect your bequests, while simultaneously affording your heirs the freedom to manage their investment property according to their individual preferences, you need to plan. Planning now can provide your heirs with the flexibility to form their investment strategies while you can still offer guidance and simultaneously reap the advantage of avoiding unnecessary estate taxes. Since the term legacy planning implies the inclusion of value-driven elements, it is often considered to be broader than estate planning.
Is A Long-Term Lease Permitted For An Opportunity Zone Project?
The Opportunity Zone Program was created to direct much-needed capital to distressed areas by offering tax deferral incentives to investors. The program is finite with many deadlines: the statutory expiration of Qualified Opportunity Zones’ (QOZ) designations is December 31, 2028. Additionally, 2028 will be the first year during which early QOZ investments can be sold, allowing investors to qualify for their 10-year gain exclusion.
I'm Selling My Business With Real Estate Assets
Selling a business that has substantial real estate holdings offers you the opportunity to consider strategies for satisfying your risk tolerance and diversification preferences, as well as managing tax implications. The first decision to make is whether you want to retain the real estate or sell it as part of the business deal. A third option is a third-party sale and leaseback to the business buyer, but that isn’t germane to this discussion. You will need to weigh several factors in making this decision, including:
Rent Control Regulation: How It Impacts Real Estate Investors
Rent control regulation has become a hot topic of discussion. As it needs to be - housing costs are an election issue in the United States for the first time in years. Rent regulation refers to the establishment of a set percentage by which landlords can increase the rent during the duration of a tenancy. The percentage can be determined by inflation or the cost of living in that area or determined by local regulators. While calls for a federal response have taken precedence, rent control regulations have state and city-specific policies with varying laws. Most states don’t have any laws regarding rent regulation, and some even prohibit rent caps. There are two sides to this coin, but how do these regulations impact real estate investors?
I Want to Optimize My Portfolio for Targeted Risk-Adjusted Returns
As your financial goals change over time, likely so does your investment strategy. We see this as an accepted tenet in stock portfolios' management, exemplified by the retirement target fund. When you are a young investor, you may have more aggressive asset accumulation goals accompanied by higher risk tolerance. The reasoning that supports this approach is that you have time to make up for any losses that you may incur, and you can afford to take greater chances in the pursuit of maximizing potential returns. Accordingly, an age-targeted approach would incline toward growth stocks. As you move closer to the time when you emphasize seeking income from your assets, your choices may shift in the direction of equities that aim to provide dividends. Eventually, as stability upstages growth as a goal, you may swing toward holding bond quality assets.
What To Expect From The Student Housing Market In A Recession
McKenna Jacona, a sophomore at the University of Nevada, Reno, was excited to move back to Reno this fall and start classes at UNR. Last year, the 19-year-old, along with a few thousand other UNR students, were forced to move out of the college’s dorms on short notice after the university closed its student housing and campus in late March during the initial COVID-19 shutdown.
The Execution Risk Associated With 1031 Exchanges
Savvy investors know that a 1031 exchange can help boost potential cash flow and manage investor’s tax liability by deferring capital gains and other taxes on the sale of investment real estate and acquisition of replacement assets.
The Upsides And Downsides Of REITS Versus Partnerships
Finding a viable Qualified Opportunity Zone (QOZ) and Qualified Opportunity Fund (QOF) in which to invest your capital gains requires a great deal of thought, consideration, and research. Certainly, the tax deferral benefit is great, but you also need to consider the investment’s underlying real estate project, as well as the fund’s actual framework.
What Is Risk Adjusted Return On Capital And How Do You Calculate it?
We have said this often enough, but it bears repeating.
The Rise In Phishing Attacks And What It Means For The Real Estate Industry
Anna, an administrative assistant with a real estate investment company, found herself working remotely from home, due to her company’s COVID-19 office shutdown. Supplied with a company-issued laptop and password access to her company’s IT system, Anna continued working on her everyday tasks, which ranged from reviewing paperwork and forms, to keeping track of the company’s various active and passive real estate investments.
