How Can I Help My Clients Build Real Passive Estate Portfolios?

There are many different ways your clients can potentially benefit from including commercial real estate in their investment portfolios.

May 19, 2023

Delaware Statutory Trusts and LLCs: What's the Difference?

The concept of real estate is straightforward. Simply defined, real estate describes tangible property that includes land and anything permanently attached to it or built on it. This includes improvements and buildings. Natural formations are also part of this definition. The trees fronting a rental home, landscaping that improves the look of an office building – all of this falls under the category of real property.

May 18, 2023

How Does a Step Up in Basis Work with a Qualified Opportunity Zone?

The purpose of the Qualified Opportunity Zone program is to direct some of the trillions in investors’ capital gains toward economic revitalization in federally designated Qualified Opportunity Zones. In response, those investors receive a bevy of potential tax deferral benefits. One of these benefits was the step-up in basis. We say “was” because the final basis step-up benefit came to an end on Dec. 31, 2021.

May 18, 2023

Understanding Private Placement Offerings and Delaware Statutory Trusts (DSTs)

Delaware Statutory Trusts (DSTs) can offer many advantages to investors. They can provide the potential for portfolio diversification by offering access to institutional-quality real estate. 

May 17, 2023

Does Depreciation Restart after a 1031 Exchange?

When investors do a 1031 exchange, their basis carries over into the replacement property. They are also able to continue taking the annual depreciation expense. But does the depreciation restart or change from the existing schedule once the replacement property is acquired? 

May 16, 2023

Can a Qualified Opportunity Zone (QOZ) Offset Short-Term Capital Gains?

The idea behind the Opportunity Zone program is that individuals and entities are encouraged to direct their capital gains from the sale of capital assets toward a Qualified Opportunity Fund (QOF). In return, the individuals and entities can receive certain tax benefits. One benefit involves the possible deferral of capital gains taxes. 

May 16, 2023

How to Report a Reverse 1031 Exchange on a Tax Return

Reporting a reverse 1031 exchange on your tax return doesn’t require too much work above a regular 1031 exchange. However, if you have done more than one reverse 1031 exchange, you’ll need to file forms for each one, which can certainly add to your workload at tax time. 

May 15, 2023

From Managing Tenants to Managing Wealth: Helping Clients 'Retire' from Active to Passive Real Estate Investing

Realized co-founder and CEO David Wieland wrote this article on the potential opportunity for wealth advisors to assist their clients with tactics for successfully transitioning from direct real estate ownership to passive real estate investments. You can read the full article at

May 15, 2023

What Are the Qualifications for a Certified Exit Planning Advisor (CEPA)?

A Certified Exit Planning Advisor (CEPA) is a professional advisor with specialized training in helping business owners navigate transitioning out of their businesses. The goal is to maximize the value of their business and minimize risk during the exit process. 

May 14, 2023

How To Change a Medical Power of Attorney

Power of Attorney (POA) is a universal term that can refer to different grants of authority. Often a POA designation is made to facilitate one person representing another in business, financial, and legal matters (although the person granted a POA is typically not an attorney). However, perhaps the most common usage of POA is for medical and healthcare purposes. In many cases, the grant is called a healthcare proxy, and every state has some regulations covering this special-purpose declaration.

May 13, 2023

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