How Long Can You Carry Forward Capital Losses?
Under certain conditions, some tax filers will have a large enough loss to carry forward into future tax years. Does the IRS impose any limits on how long this loss can be carried forward or the dollar amount that can be carried forward? Getting this number right can mean the difference between tax savings or unnecessarily paying more.
Can Improvements Be Used in a 1031 Exchange?
When purchasing a new property, it's not uncommon for an investor to want to improve it. If that property is part of a 1031 exchange, can those improvements be rolled into the exchange? If so, is a different type of exchange required? Are there any new exchange rules to be aware of when making improvements?
What is a Good Cap Rate for Commercial Real Estate?
The cap rate is a common method used for valuing real estate properties. Some investors even consider it the gold standard. However, the cap rate is only one part of a larger puzzle for valuing property.
What are the Differences Between a DST and Traditional Real Estate Investments?
Investors have a multitude of options when it comes to investing in commercial real estate (CRE).
What is a Complex Trust?
Estate, financial, and legacy planning can be extremely complex processes, but once they are complete they can bring unmatched peace of mind knowing you have established a financial game plan to take care of your heirs.
How to Set Up a Real Estate Investment Fund
Real estate investors who want to scale up their business might consider creating a real estate investment fund. A fund allows other investors to submit capital that is used to purchase real estate properties within a structured environment (i.e., the fund).
What is the Max Value Allowed for a 1031 Exchange?
Real estate investors have long turned to 1031 exchanges to defer capital gains taxes following the disposition of highly appreciated real property assets.
How to Finance Commercial Real Estate
Recent turmoil in the regional banking industry, coupled with rising interest rates, have made it much more difficult for borrowers to obtain loans for commercial real estate.
Is Bond Interest Taxed as Ordinary Income?
Investors often look at bonds as a hedge against stock market volatility. While bond investments don’t have the same potential upside as equities, they may balance an investor's portfolio. Unfortunately, that strategy doesn't always work as hoped. 2022 is a good example, as bonds dropped along with stock market returns.
Ways to Manage Risk When Investing in a Delaware Statutory Trust
A Delaware Statutory Trust (DST) is a passive investment. However, passive doesn’t mean risk-free. There are still many potential pitfalls that investors need to be aware of before investing in a DST. This article will review several DST-related risks and how to help manage them.
