[Webinar Recap] What is a Sponsor and How Can Investors Evaluate Them?
Delaware Statutory Trusts (DST) can offer lucrative, passive revenue streams if you choose the right Sponsor. When Realized evaluates a Sponsor, we want to determine whether or not the Sponsor is a reliable and reputable one. We also want to research their standing and how it could impact the potential investment and return. Additionally, we examine the offer in an effort to ensure it is a viable one and that it aligns with an investor’s goals.
How Does Rental Property Affect Debt to Income Ratio?
Debt-to-income (DTI) ratio is a crucial calculation that compares what you earn to what you owe. Lenders (like banks or mortgage companies) use your debt-to-income ratio to decide whether to grant you credit and how much. Lenders often distinguish between borrower front-end and back-end ratios.
Potential Pitfalls To Consider When Choosing A DST Advisor Or Broker
With the right guidance investing in a Delaware Statutory Trust (DST) can be a straightforward process. However, you don’t buy shares of DSTs on a public exchange like other investments, you need to work with an advisor who has a specialty in DSTs.
Do Bank Accounts with Beneficiaries Have to Go Through Probate?
Adding a beneficiary to an asset account generally avoids probate. This applies to bank accounts. If the owner of a bank account dies, some banks freeze it. What does this mean if there is a beneficiary? Does the account still have to pass through probate?
What Are Schedules 1, 2, and 3 on Tax Form 1040 and What Are They Used For?
Some taxpayers will have income, taxes, and credits that are not included in Form 1040. However, these additional items need to be declared on the taxpayer’s tax return. That’s where Schedules 1, 2, and 3 come in.
How to Calculate Cost Basis for Rental Property
It is a common misconception that the cost basis for a rental property is the price paid for a property. The cost basis for a rental property is actually the cost of acquiring the property. This is considering not just the price, but also expenses incurred in the sale.
Is the 1% Rule of Real Estate Investing Realistic?
The 1% rule is a guideline real estate investors use to choose viable investment options for their portfolios. Although the rule has helped many investors make wise decisions regarding their investment properties, the current real estate market may make following the 1% rule unrealistic.
Do You Pay FICA on Retirement Income?
Questions about retirement income taxes confuse many taxpayers, especially when the topic is specific to Social Security and other pension-related income. After all, the taxpayer has watched those deductions be subtracted for many years. He expects to finally enjoy watching money flow back in during retirement, right? Well, not so fast. Retirement income is subject to income taxes, including FICA.
Is Land Tax Deductible on Investment Property?
Investing in land is like investing in rental properties. Any costs incurred to initially acquire land, including closing and up-front financing costs, are capitalized as basis of the investment and are not deductible at the time of purchase.
