Can Furniture Be Used in a 1031 Exchange?
In real estate transactions both large and small, it’s common to have incidental property – furniture, fixtures, and equipment – included with the buildings that are bought and sold.
The Role of Operating Partnership Units in UPREITs
Among the opportunities for fractional real estate ownership, one increasingly popular vehicle is the UPREIT (Umbrella Partnership Real Estate Investment Trust), a REIT with some distinct components that can help real estate owners.
Is Estate Planning Tax Deductible?
Estate planning is a financial and legal process that allows individuals to efficiently transfer their assets to heirs while potentially minimizing estate taxes and ensuring their wishes are carried out after they pass away. It involves creating wills, trusts, powers of attorney, and other legal documents to protect wealth and ensure a smooth transfer of assets to the next generation. But, is tax planning tax deductible?
How to List a Rental Property for Sale
Rental property is often an attractive investment. Whether you are a hands-on, do-it-yourself owner with a handful of properties or prefer to outsource the details to a property manager, owning rental homes can be a great experience. Still, you may decide to sell a rental unit for several reasons. You might be ready to cash out the appreciation, move into a different property type, or even transition to passive income options. No matter what motivates the sale, you want to maximize the gain and minimize the pain when you decide to sell.
DST Tax Filing Deadline: What to Know
DST tax filings are a little different from other investments. The forms you receive from the DST sponsor aren’t standardized across DSTs. Depending on your entity type, there are different associated tax filing deadlines as well. We’ll cover what this means for you as a DST investor.
What is Alternative Asset Management?
Traditionally, investment portfolios have included stocks, bonds, and cash. The widely accepted MPT (Modern Portfolio Theory) expounded a mathematical framework for building a portfolio of stocks and bonds that maximizes expected return in accordance with an individual's acceptance of risk. Someone willing to accept more risk would choose a portfolio weighted toward stocks. For a risk-averse investor, the portfolio would contain more fixed-income products like bonds. The default weighting for a portfolio was long ago set at 60 percent stocks and 40 percent income. This division is notably successful over long periods, but other configurations can also be favorable.
How To Buy Into A Delaware Statutory Trust
Delaware Statutory Trusts (DSTs) are legal entities created using Delaware Trust laws to simplify ownership of fractional property interests. DSTs offer several potential advantages to accredited investors, including low minimum investment requirements, tax-advantaged income, and the ability to enter and exit the investment using a 1031 exchange.
Can You Invest in a DST Without a 1031?
Rolling over proceeds from the sale of an investment property into a Delaware Statutory Trust (DST) is one option for investors who need to complete their 1031 exchanges and benefit from the deferment of any capital gains tax liability generated on the disposition of their relinquished properties.
How Long Can You Carry Over Rental Losses?
No one goes into owning real estate with the idea that they might take a loss on it. But it can happen—issues like depreciation, unexpected repairs, or a sudden bump in interest rates that might impact your mortgage.
Using a Delaware Statutory Trust in Estate Planning
Estate planning is complex, particularly if many of your assets are in real estate. Determining an equitable division can be challenging if you are distributing real estate to a group of heirs. To devise a fair distribution, you must evaluate market value, asset performance, liquidity, geography, and more. If you bequeath one property to be shared by multiple heirs, you may unintentionally create conflict between the recipients.
