What Are The Differences Between a Delaware Statutory Trust and a Partnership?

Real estate investors are frequently attracted to the potential benefits of commercial property but may lack the individual resources to buy the assets they want. As a result, these investors may pool their capital with other investors to gain access to more substantial properties to achieve their goals. One way to accomplish this is through the structure of a partnership, often a real estate limited partnership.

May 25, 2023

What is a 1031 Exchange Addendum, and How Does it Work?

Many 1031 exchange contracts have all the necessary language to complete the exchange. However, there are times when modified or new language must be introduced after the fact. This article will look at a few scenarios where a 1031 exchange addendum is needed.

May 25, 2023

How to Use the Tax Code to Keep Your Real Estate Wealth Stable During Retirement

Realized CEO and co-founder David Wieland discusses in CPA Practice Advisor how investors can utilize a 100-year-old tax shelter to exit actively managed properties and reinvest the proceeds into passive real estate investments such as DSTs. 

May 24, 2023

Can You Sell Multiple Properties in a 1031 Exchange?

There is nothing special about selling multiple properties in a 1031 exchange (also called a forward exchange). However, it can be more difficult than a single property exchange. Compared to a single property exchange, there can be more properties and people involved. This means far more to juggle and maintain, all while trying to beat deadlines. Let’s walk through what this type of transaction might look like.

May 24, 2023

What Kind of Capital Gains Can You Invest in an Opportunity Zone?

The Opportunity Zone Program was included in the Tax Cuts and Jobs Act of 2017 to redirect capital to lower-income neighborhoods. 

May 23, 2023

What are the Tax Benefits of Investing in a DST?

Some DSTs (Delaware Statutory Trusts) have distributions of income. This income has tax implications. For most investors, DST income will be taxed at the investor’s ordinary income tax rate. But there is more to DST income taxation. Let’s dig in to see what it’s all about.

May 23, 2023

DST Sector Battles Excess Inventory as Investor Demand Slows

In a recent Wealthmanagement.com article concerning DST inventory levels and sector considerations, Realized Chief Investment Officer Drew Reynolds commented on the positive aspects of slowing growth in the DST market from the investors' perspective. You can find the entire article here and a recap below.

May 22, 2023

Ways to Help Your Clients Cash Out of Their Real Estate Investments

Property owners who are ready to cash out of their real estate investments have multiple options available to them, but each of those options comes with different tax implications. 

May 22, 2023

Where Can I Get a Medical Power of Attorney Form?

Medical Power of Attorney (MPOA) is one example of the individual categories within a type of authority that includes general power of attorney, durable power of attorney, and more. Designating a power of attorney (POA) means giving another person the authority to act on your behalf. The power you confer could be limited or extensive, indefinite, or temporary. While granting an MPOA does not typically require a lawyer, having a legal witness to the document is vital.

May 21, 2023

Can You Depreciate an Opportunity Zone?

An opportunity zone is a real estate investment with potential special tax advantages. Depreciation is one of the biggest tax benefits for any real estate investor. Since an opportunity zone already has tax benefits, how does it treat depreciation?

May 20, 2023

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