Wealth Management: What it Is, What it Costs, When to Use

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Real estate, stocks, bonds, and other assets can grow wealth for current needs. These assets can also pass that wealth to future generations. However, making the right decisions to reach and maintain financial goals can be difficult and complex.

Mar 17, 2025

What Is The Difference Between Capital Gains and Capital Gains Taxes?

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If the real estate you own increases in value and you want to sell it to reap the profits. Doing so results in capital gains, which is positive. What’s not so positive are the capital gains taxes you might owe.

Mar 16, 2025

Keys to Improving NNN Investment Success

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A triple net lease (NNN) property can be an excellent investment choice if you’re looking for real estate that can provide potentially stable passive income. This arrangement can offer many benefits, including reduced responsibilities, operating costs, and overall management.

Mar 15, 2025

An In-Depth Discussion of the 1031 Exchange Three Property Rule

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The Internal Revenue Code §1031–Exchange of Real Property Held for Productive Use or Investment”-- if suitable, can be a viable tool for helping you defer capital gains taxes and depreciation recapture when selling investment real estate. Furthermore, exchanging your relinquished property for a replacement property potentially enhances the value of your investments and your portfolio.

Mar 14, 2025

What to Know Before Working With a UPREIT Sponsor

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If you own appreciated-value investment real estate, an Umbrella Partnership Real Estate Investment Trust (UPREIT) can be a good tax-advantaged option. Available through the Internal Revenue Code (IRC) Section 721, a UPREIT transaction allows you to trade your real estate assets in exchange for Operating Partnership (OP) units in a real estate investment trust (REIT). Those units can be exchanged for REIT shares or cash at a later date.

Mar 13, 2025

Recording Tenancy-In-Common (TIC) Agreements

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When structured correctly, tenancy-in-common agreements (or TICs) can offer a path to flexible real estate ownership. Understanding how TIC agreements operate also requires knowing what needs to be in writing. And one of the questions about “in writing” requirements rests on whether TIC agreements need to be recorded.

Mar 12, 2025

Marriages, Trusts and Property Investments

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One way to protect your real estate assets is to place them into a trust. Depending on your chosen arrangement, that trust can provide possible tax advantages, protect assets from creditors, and allow your heirs to avoid probate when you die.

Mar 11, 2025

Evaluating 1031 DST Listings and Properties

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Deferring capital gains taxes by acquiring Delaware Statutory Trust (DST) shares through a 1031 exchange may provide tax-deferral benefits, though investment outcomes vary based on market conditions and individual circumstances. A DST allows you to invest the proceeds from your relinquished property into the trust. Your replacement property is ownership of fractional interests in the DST.

The 1031 Exchange Purchase Process: Steps, Rules, and Strategies

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There are numerous steps and legal considerations connected with completing a 1031 exchange transaction. Everything must be in order, from identifying the right replacement properties to closing within the IRS’ specific timelines. Failure to follow the rules means you forfeit potential exchange benefits like capital gains tax deferral.

Mar 9, 2025

Understanding the 1033 Exchange

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Life as a real estate investor can be unpredictable. This is the case when your property is destroyed, condemned, or seized. If insurance or government payouts are higher than what you originally paid for the property, you could be on the hook for capital gains taxes.

Mar 8, 2025

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