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.
Why Is It Called a Net Lease?

Real estate leases come in various forms, each with its own set of terms and conditions. One type of lease commonly used in commercial real estate is the net lease.
What are Four Popular Categories of Alternative Assets?

In 2022, headlines and articles noted that alternative investments are becoming more acceptable as portfolio diversifiers and financial strategies. An article published by Nasdaq explained that total alternative investments under management are projected to reach $17.2 trillion. Meanwhile, a blog published on the Chartered Alternative Investment Analyst (CAIA) website said that “alternatives are expected to produce half of industry revenue in a few years,” even as these investments represent only 12% of the overall global investments market.
How Do You File a Quitclaim Deed?

A Quitclaim Deed is often used to transfer the title of a property to someone else and is considered a DIY (do-it-yourself) approach. It is called a quitclaim because the person transferring property quits their claim to the deed.
Opportunity Zone Business Requirements: What You Need to Know

Opportunity zones (OZs) have brought investors (who have been lucky enough to invest in them) generous tax benefits. A lot has been discussed about investing in qualified opportunity zone funds (QOZFs) and the tax benefits investors get from such investments.
What is a Transfer Tax in Real Estate?

A transfer tax is imposed by state or local governments when property ownership is transferred from one party to another.