Understanding The Structures Of Qualified Opportunity Funds

Understanding The Structures Of Qualified Opportunity Funds

Here is the big picture of the Qualified Opportunity Zone program, broken into three parts.

Protecting Senior Investors: What is a Trusted Contact?

Protecting Senior Investors: What is a Trusted Contact?

In February of 2018, the Financial Industry Regulatory Authority (FINRA) adopted a new rule regarding the financial exploitation of specified adults. Rule 4512 requires brokerage firms to ask their clients to provide the name and contact information for a trusted contact person. A trusted contact is someone that you allow your brokerage to contact in certain circumstances such as possible financial exploitation, fraud, or if your broker-dealer cannot reach you.

What Is Depreciation Recapture And How To Avoid It?

What Is Depreciation Recapture And How To Avoid It?

Real estate can provide investors with value from multiple sources. Well-positioned properties can strive to provide consistent cash flow from operations, in addition to appreciation in the property’s intrinsic value. And, if you are a real estate investor, you could access this property value appreciation, either via a sale of the asset or a refinance of debt obligations.

Aug 28, 2020

The Components Of A Qualified Opportunity Zone Deal

The Components Of A Qualified Opportunity Zone Deal

If you’ve read any of our previous blogs about the Qualified Opportunity Zone (QOZ) program, you should have come away with the following:

Best Ways To Invest In Real Estate

Investing in real estate can be a great long-term investment strategy. It adds diversification to any portfolio and provides an opportunity to own a tangible asset. But if you are going to invest in real estate, is there a suitable way?

What Should My Asset Allocation Be In Retirement?

What Should My Asset Allocation Be In Retirement?

In retirement, your portfolio allocation will depend on your goals. Maybe you want income or perhaps you want growth for your heirs. Both require different portfolio allocations. Those looking for income should consider managing exposure to risky assets. Otherwise, that income can be threatened by swings in the portfolio’s value. While just the opposite may be true for investors with a growth objective. In this article, we’ll look at what to consider when deciding on a portfolio allocation strategy for retirement.

Aug 25, 2020

Advice On Real Estate Investing

Interested In Real Estate Investments? Consider This Advice, First Many blogs, white papers, and even radio commercials, discuss the wonderful benefits of dealing with real estate. To read these articles, or listen to these exciting announcers, you might come away with the idea that all you need to do to make a killing in real estate is to put your money into an asset, and come away with thousands upon thousands of dollars.

What Risks Are Involved In Real Estate Investments?

What Risks Are Involved In Real Estate Investments?

Yes -- Risks Come with Real Estate Investments If you type the term “safe alternative investments” into a search engine, you’ll likely find that “real estate” comes out on top of many search results. However, if you input “safe alternative investments during a recession” into your search engine box, the results could be mixed.

Aug 20, 2020

DST's vs. TIC's - Which Is Better?

DST's vs. TIC's - Which Is Better?

Some investors struggle with the differences between DSTs (Delaware Statutory Trusts) and TICs (Tenant-In-Common). Both allow you to invest fractionally in real estate. Both can be used with a 1031 exchange.

How To Calculate Return On Real Estate Investments

How To Calculate Return On Real Estate Investments

Calculating the return on your real estate investment property is important to understand how well it is performing. There are a number of metrics used by real estate professionals to determine the performance of a property. In this article, we’ll start with some return on investment (ROI) basics and then go into calculations that get progressively more involved, as we factor in more components of return.

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