How to Evaluate an UPREIT
Umbrella Partnership Real Estate Investment Trusts (UPREITs) are a way to gain the passive income potential of a real estate investment by exchanging an appreciating property into a REIT in return for units in the trust instead of selling it outright.
What States Do Not Tax Retirement Income?
Retirement is something that most people can look forward to. You can choose to permanently leave the workforce behind, kick up your feet, and collect the retirement income that you’ve worked so hard to earn. One important thing to remember — you’ll likely continue to pay taxes.
How To Calculate Adjusted Basis Of Rental Property
Understanding how to calculate the adjusted cost basis of a rental property is essential to accurately determine its value and potential profits from a sale. Also, the adjusted basis isn't the same as the basis. Once you finish reading this article, you should understand the difference between these two terms and be able to work through calculating the adjusted basis.
How to Find a Triple Net Lease
Finding suitable investment properties can be a daunting task. Experienced real estate investors typically rely on a hard-won network of skilled professionals to help them find potential investment properties. Novice investors, meanwhile, can find the process of combing through a wide array of asset classes, property types, and market demographics far more challenging -- even more so if you’re searching for one particular type of asset.
How Do Risk and Liquidity Interplay in an Investment Portfolio?
Investors create portfolios in an effort to reduce risk and maximize income. Because they contain multiple assets, portfolios spread invested capital across those assets, potentially creating diversification. The end result is that 100% of invested capital isn’t exposed to the outcome of a single asset.
How Much Does a Retirement Plan Cost?
The earlier you establish a retirement plan and continue to make contributions, the better off you’ll potentially be. What better way to start retirement than to be financially prepared and stress-free?
How Does An UPREIT Transaction Work?
In a typical arrangement for a publicly traded Real Estate Investment Trust, or REIT, the trust is a general partner that holds and manages its assets through an operating partnership subsidiary. In this way, the REIT is the umbrella partnership that owns most of the Operating Partnership units. The balance of OP Units are held by limited outside partners who obtain their OP units in exchange for the contribution of real estate assets to the REIT pool.
Is Retirement Income Taxable?
When you’re planning for retirement, you need to take taxes into account. Whether or not your retirement income is taxable depends on where your retirement income comes from and how much you’ll have. Income taxes after retirement will likely be one of your largest expenses. Planning for taxes after retirement and knowing what or if you owe anything is the best way to avoid financial stress down the road.
Is Rental Property Considered Passive Income?
In most cases, earnings from rental property is considered passive income. Passive income is money earned from business activities where the individual is not active in the day-to-day operations. However, income from rental properties is almost always considered passive, even if the owner is involved in the management of the property.
Ways to Structure Retirement Income
Retirement looks different for everyone. Some people retire in their 50s, many work well into their 70s. But one thing retirees have in common is the need to understand ways to structure retirement income so they are financially secure when they stop working.
