Navigating a 1031 Exchange in a Bankruptcy Situation

1031 exchanges are complex transactions that can offer tax deferral opportunities for investors seeking to reposition into new real estate sectors. The process is governed by strict rules and timelines—and when bankruptcy enters the picture, those layers of complexity increase.
How 1031 Exchanges Support Multigenerational Estate Planning

Estate planning is about more than just transferring wealth; it’s about preserving legacy, reducing tax friction, and how assets may align with long-term family objectives. For clients with investment real estate, 1031 Exchanges can be a component of strategies designed to align current real estate decisions with future estate planning goals.
How Do Qualified Intermediaries Handle Earnest Money Deposits?

There are many stages in real estate transactions, and one that isn’t talked about as much but becomes an important discussion in 1031 exchanges: earnest money deposits. These are payments made to secure a property under contract, but they can add some confusion, especially with how direct control of proceeds isn’t allowed in a like-kind exchange. How do qualified intermediaries handle earnest money deposits?
1031 Exchanges: Understanding the Mechanics of Direct Deeding

A 1031 exchange is a strategy that allows investors to defer capital gains taxes by reinvesting the proceeds from the sale of one investment property into another like-kind property. By doing so, the transaction may avoid triggering an immediate taxable event, potentially extending the time capital remains invested.
How 1031 Exchanges Can Help Diversify Your Real Estate Portfolio

For many investors, 1031 exchanges are often used for tax deferral benefits. By exchanging like-kind properties, investors may defer recognition of capital gains, potentially allowing them to keep more capital invested. However, delayed tax payments aren’t the sole benefit of 1031 exchanges. Such transactions also offer real estate diversification. In this article, Realized 1031 explores how a 1031 exchange can be used as part of a broader diversification strategy.
How to Quantify and Integrate Real Estate Risk Into Portfolio Planning

Real estate has long been viewed as an inflation-resistant asset class, but like all investments, it carries risk, and sometimes in less obvious forms than equities or bonds. For advisors helping clients incorporate real estate into broader wealth strategies, understanding and quantifying these risks can be an important step in developing a more complete picture of the client’s overall financial situation.
Incorporating 1031 Exchanges Into Your Estate and Legacy Planning

Most investors think of wills, trusts, and beneficiary designations when it comes to estate planning. However, there are other tools at their disposal that can help with areas such as tax deferral and long-term planning. One of these is the 1031 exchange. This strategy is typically used for tax-deferral purposes, but it can also help during estate planning and settlement.
Can You Revert an UPREIT Structure Back to Direct Property Ownership?

Participating in an umbrella partnership real estate investment trust (UPREIT) can offer certain advantages, such as tax deferral and diversification. As you contribute your real estate assets in exchange for operating partnership (OP) units, you often benefit from reduced management responsibilities and regular income distributions. However, some investors may want to return to direct property ownership for a variety of reasons.
From Accumulation to Distribution: Transitioning Real Estate into Retirement Income

Investment real estate has long played a role in the wealth accumulation strategies for many high-net-worth individuals. It can provide income, potential appreciation, and a sense of tangible ownership.
How UPREIT Transactions Affect Your Estate’s Tax Liability

Estate planning often involves the complexities of passing your wealth to heirs. One challenging thing you may learn during this process is the existence of the estate tax. Some investors dedicate most of their later years to strategies that help manage this tax liability and ease the burden on heirs. One potential strategy is the umbrella partnership real estate investment trust (UPREIT).