Is There a One-Time Capital Gains Exemption?
Selling highly appreciated real estate can be a significant financial windfall for real estate investors and property owners.
What Financial Planning Clients Wish Their Advisors Knew About Investment Real Estate
As an investment and financial advisor, you significantly influence the decisions your clients make about investing. They trust you to know the market's ins and outs and craft your recommendations with their best interests in mind. You can undoubtedly guide your clients toward achieving their goals for retirement, philanthropy, and giving as well as maintaining their financial health.
Can You Cash Out of a Delaware Statutory Trust (DST)?
A Delaware Statutory Trust (DST) is meant to be a longer-term investment with around 5-7 years holding periods. Investing in a DST generally means you won’t need access to those funds for a while.
How to Create Tenancy By the Entirety (TBE)
Many different entities can buy, own, and sell property. These include partnerships, joint tenants, and tenants-in-common or TICs. There is also tenancy by the entirety, or TBE.
What is a "Springing LLC"?
Commercial real estate is often subjected to a variety of micro and macroeconomic factors that can adversely affect property performance. Look no further than the retail and hospitality shutdowns that happen as a result of the coronavirus pandemic, and the ensuing work-from-home trend that continues to roil office markets throughout the country.
What Are The 10% and 30% Rules for REITs?
When you dig into how REITs operate, they become fairly complex investments. Most of this isn’t as important for investors but is important for REIT operators. We will look at two specific restrictions or rules that REITs must follow.
What is The Deferral Period for Opportunity Zones?
The Qualified Opportunity Zone Program (QOZ) allows investors to “do good” by putting their capital gains into economically challenged areas. The program, introduced in 2017, also offers various tax benefits to QOZ investors. One of these is the step-up in basis, which ended in late 2021.
Delaware Statutory Trust (DST) Debt Liabilities: What You Need to Know
There are many angles to view how Delaware Statutory Trust debt liabilities are used. We can view it from the investor’s perspective, the lender, or the DST sponsor. DST investors should be familiar with all of them to fully understand the potential benefits of DST liabilities and advantages.
Delaware Statutory Trust Liquidity: What You Need to Know
Our previous blogs outlined the various potential benefits of a Delaware Statutory Investment (DST), especially in the role of a 1031 exchange replacement property. DSTs can help with portfolio diversification, allowing you to acquire fractional shares in high-quality real estate you otherwise might not be able to afford. They’re also passive investments. As a DST beneficiary, you don’t have to worry about managing real estate or obtaining mortgages. The DST sponsor takes care of it all.
Revenue Ruling 2004-86: What You Need To Know
If you’re investing in a DST via a 1031 exchange, you’ll benefit by having knowledge of Revenue Ruling 2004-86. The cornerstone ruling allowed 1031 exchanges into DSTs (Delaware Statutory Trusts) while solving the problem of using TICs (tenant-in-common) as a 1031 exchange vehicle. In fact, TICs have faded in favor of DSTs when doing a 1031 exchange. Read on to learn more important details about this ruling.
