Can One Joint Tenant Mortgage Property?

Joint tenancy is a form of real estate property ownership. Two or more parties legally agree to own and manage the real estate assets through a joint tenant agreement. This legally binding agreement is formalized through a deed on which all parties are listed.

Aug 12, 2023

Do You Have to Replace the Debt in a 1031 Exchange?

When you’re involved in a 1031 exchange, you must invest the proceeds from the sale of your relinquished property into a replacement property (or properties) of greater or equal value. This is important if you want to potentially defer taxes on capital gains or depreciation recapture.

Aug 11, 2023

What is the Opportunity Zone 30-Month Rule?

Selling a highly appreciated investment property can bring a significant financial windfall, but long-term capital gains taxes can erode a hefty portion of your profits.

How to Use Equity in a Rental Property

How to Use Equity in a Rental Property

There are a variety of reasons why people like owning their own homes. Homeownership can provide financial security, stability, potential tax benefits, and the ability to create a personalized living expression.

Can You 1031 Out of a DST?

DSTs (Delaware Statutory Trusts) have become popular vehicles for 1031 exchanging into. Investors only need to find the right DST rather than the right property, which can be difficult under strict time constraints.

Can Rental Losses Exceed Rental Income?

Anyone who runs a business knows that certain expenses can be deducted from income, thereby reducing taxable income. However, things can get a bit murky if the business incurs an overall loss. This is especially true for those managing rentals. Let’s break down what happens when a real estate business has a loss for the year.

Aug 9, 2023

How Do You Treat Interest on An LLC Sale?

When a member of an LLC decides it's time to move on to another opportunity, they may want to sell their interest in the LLC. Selling LLC interest is like selling other capital assets. If the asset is sold above its cost basis, it will generate a profit. The same is true for LLC interest.

Aug 9, 2023

1031 Exchange 5-Year Rule: What You Need to Know

1031 exchanges offer a potentially valuable tool for investors to defer payment of capital gains taxes when selling appreciated assets, as long as they reinvest the proceeds into a "like-kind" asset. Successfully executing a 1031 exchange to dispose of an appreciated property and replace it with another can be a financial advantage for investors.

Aug 8, 2023

UPREITS: Transforming Your Real Estate Into a Liquid Asset

When it comes to investing, real estate is an illiquid asset. There are a few reasons for this, which include difficulty of sale, access to capital, and supply and demand fundamentals. Specifically, if you need cash immediately, selling investment real estate might not be your first, or best, choice.

Aug 8, 2023

What are the Responsibilities and Duties of DST Trustees and Beneficiaries

What are the Responsibilities and Duties of DST Trusties and Beneficiaries

The Delaware Statutory Trust (DST) is a passive investment structure that offers investors partial ownership of real estate properties. In some instances, this investment type can provide certain benefits to investors, including access to certain real estate investment types, potential portfolio diversification, and possible cash flow.

Download The Guide To 1031 Exchange

The 1031 Investor's Guidebook
Download eBook