Qualified Opportunity Zone Stock: Buying Pieces Of A Company

Qualified Opportunity Zone Stock Diagram

Qualified Opportunity Zone Stock, or QOZ, is one of the three designated asset types collectively called Qualified Opportunity Zone Property, in which a Qualified Opportunity Fund (“QOF”) can invest.

Cashing Out To Bring More In

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As a real estate investor, there could be times when you find you might need more cash than what your revenue streams can provide. Maybe you want to make improvements on your current properties. Or, perhaps, you want to buy additional assets to expand your portfolio.

Boosting Your Basis To Boost Your After-Tax Cash Flow

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Buying and selling real estate should be a fairly simple process. You buy it, it (hopefully) appreciates in value, then you sell it. However, there can be a capital gains tax attached to that profit, meaning your after-tax cash flow (ATCF) could take a hit.

Jul 2, 2019

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

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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.

Many Benefits, One Trust: Learning About CRUTS

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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.

Jun 21, 2019

Properly Defining Qualified Opportunity Zone: Business Property

Qualified Opportunity Zone Property Diagram

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.

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

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

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.

Jun 10, 2019

Phantom Income: A Haunting Investment Reality

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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.

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

What you need to know

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:

The Class That Is Right For You

The Class That Is Right For You

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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