What to Consider Before Investing in Real Estate and Other Alternatives

What to Consider Before Investing in Real Estate and Other Alternatives

This article was written by Realized Head of Wealth Management Rob Johnson and originally appeared on Forbes. You can find the full article here.

Sep 14, 2022

How Are Condos and Tenants-In-Common Properties Different?

How Are Condos and Tenants-In-Common Properties Different?

Tenancy-In-Common (TIC) is an intriguing term in investing. It implies occupancy, but traditionally TIC participants have not occupied the properties in which they invest. However, that status is changing somewhat, as more TIC investors view the ownership structure as an opportunity to buy a home, possibly for the first time.

Sep 13, 2022

[Webinar Recap] What is a Sponsor and How Can Investors Evaluate Them?

[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.

Sep 13, 2022

Can You 1031 Exchange From a Rental Into a Vacation Home?

Can You 1031 Exchange From a Rental Into a Vacation Home?

If you’ve ever dreamed of selling your dreary rental home in the Rust Belt and completing a 1031 exchange into a relaxing vacation home in a sunny beachside community, keep on reading. 

Sep 12, 2022

Where Are Opportunity Zones?

Where Are Opportunity Zones?

Qualified Opportunity Zones (QOZs) are tracts of land in distressed communities where investors can buy properties that qualify for tax benefits. QOZs were introduced in 2017 as part of the Tax Cuts and Jobs Act. QOZ designations began as early as 2018 and have become an excellent tool for investors looking to improve underdeveloped areas.

Sep 12, 2022

Is a Tenants in Common (TIC) Interest a Security?

Is a Tenants in Common (TIC) Interest a Security?

Stocks are a convenient way for investors to trade the profit/loss of a company. This same tradeability and lack of investor participation make stocks securities. Do the owners of real property structured under a tenants in common hold a security? That is the question we’ll delve into in this article.

Sep 11, 2022

What Is the Maryland Statutory Trust Act?

What Is the Maryland Statutory Trust Act?

The Maryland Statutory Trust Act has its origins in the 1999 Maryland Business Trust Act.¹ The Maryland General Assembly revised the original business trust act in early 2010, and those provisions were signed into law in June of that year. The Maryland Act was further amended in 2014, and those changes went into law the following year. 

Sep 10, 2022

What is the Most Conservative Asset Class?

What is the Most Conservative Asset Class?

Conservative investments can be an important aspect of a well-diversified portfolio, especially as you near or enter retirement. 

Sep 9, 2022

What Is A DST, And How Are They Used For 1031 Exchanges?

What Is A DST, And How Are They Used For 1031 Exchanges?

DST is an abbreviation for Delaware Statutory Trust, a legal entity constructed under Delaware law. Despite the name, neither the property nor the investors need to be located in Delaware. In a DST, each investor has an ownership interest in the Trust, which in turn owns the property.  Investors are known as “beneficiaries” of the Trust. For these reasons, the security that an investor in a DST owns are called “beneficiary interests.” The IRS treats DST beneficiary interests as direct property ownership, thus qualifying for a 1031 exchange.  

Sep 9, 2022

Who Pays Capital Gains Tax?

Who Pays Capital Gains Tax?

Capital gains fall into a category of income called unearned income. This separates them from income that people earn at their job (i.e., wages). Because of this difference, capital gains may be taxed differently from earned income. In this article, we’ll look at how capital gains are taxed and who has to pay them.

Sep 8, 2022

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