Realized Blog

Deadline Approaching To Defer Capital Gains By Investing In Opportunity Zone Fund

Posted by The Realized Team on Jun 26, 2019

For investors who reported significant capital gains on their 2018 K-1s or had capital gains from business and investment partnerships, there’s a way to potentially receive favorable tax advantages — both short- and long-term — on those profits. However, the deadline to defer payment of certain 2018 gains until 2026 — as well as the potential to reduce total tax liability on said gains by 15 percent if held for 7 years — is June 28. 

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Many Benefits, One Trust: Learning About CRUTS

Posted by Clay Schmidt on Jun 21, 2019

You could be someone who is respectful of, or has a passion for a particular non-profit organization or charity. Perhaps you donate regularly to this organization, understanding that the money you give can do anything from improving survival rates of diseases, to providing clean drinking water to third-world countries, to supporting homeless animals at the local shelter.

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Zero Cash-Flow Investments: More Than Nothing

Posted by Colton Hoisager on Jun 20, 2019

The idea behind many investments is to generate an acceptable return for a given level of risk, while hoping for some appreciation on one’s investment. Then there are zero cash-flow investments, which serves a much different purpose for an investor.

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Properly Defining Qualified Opportunity Zone: Business Property

Posted by Anthony Azar on Jun 15, 2019

People and businesses invest money in different property types for all sorts of reasons. From a legal standpoint, property is defined as something you own. Qualified Opportunity Funds (“QOF”) are uniquely positioned to invest in Qualified Opportunity Zone (“QOZ”) Business Property in a way that may change strategies for investors across the U.S.

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Alphabet Soup: REITs, DSTs, And What They Mean For You

Posted by Drew Reynolds on Jun 10, 2019

If you’ve been following these blogs for any length of time, you know there are several different ways in which you can invest in real estate. There are direct investments, in which you place your funds directly into a piece of land, second house or industrial warehouse for example.

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Phantom Income: A Haunting Investment Reality

Posted by Clay Schmidt on Jun 3, 2019

As an investor, you should be consistently on the lookout for issues that might cut into your wealth, as well as those that could increase your tax burden. One such issue that could have an affect on both of these things is known as phantom income.

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(Almost) Everything You Need To Know About Qualified Opportunity Zone Investments

Posted by Anthony Azar on May 30, 2019

Excitement about, and interest in, the new Qualified Opportunity Zone Program (OZP) is growing among investors, developers and sponsors. This program promises some exciting benefits, such as:

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The Class That Is Right For You

Posted by Colton Hoisager on May 25, 2019

Although we are inching towards the later stages of the cycle, the multifamily investment market has remained healthy. Providing evidence of this is the fact that national vacancy rates have only slowly inched up in the face of high levels of new supply.1 But doing well in this sector involves more than buying an apartment building and sitting back as a passive investor. Before you start your property hunt, however, you need to ask whether that Class A “luxury” investment, or Class B “workforce” property fits your risk profile and your investment goals.

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Busting Myths: The Connection Between Real Estate and Interest Rates

Posted by Drew Reynolds on May 21, 2019

As of December 2018, The Federal Reserve Open Market Committee (FOMC) had bumped up the federal funds rate for five consecutive quarters. Although Federal Reserve Chairman Jerome Powell signaled a slow down of increasing rates in the committee’s meeting in January 2019, there is still optimism that the U.S. economy will grow in the near future amongst FOMC members, meaning the possibility of further increases in the future.1

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Qualified Opportunity Zone: Partnership Interest

Posted by Anthony Azar on May 16, 2019

The term partner or partnership is one of the most overused terms in the business world today.  It takes on a variety of definitions depending upon context. However, the concept of partnerships, or rather, partnership interests, are more well defined when it comes to the Qualified Opportunity Zones (“QOZ”) Program.

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