What Types of Property Can Be Held In a Delaware Statutory Trust?
Delaware Statutory Trusts (DSTs) are investment opportunities in which a group of investors each owns an undivided fractional share of the trust’s properties, which may include any commercial assets. DSTs may own various properties, including retail, multifamily housing, office and industrial, and specialty assets like self-storage and student housing. DSTs are possible due to the statutory trust laws in Delaware, which allow trusts to determine the rights and responsibilities of the trust participants and to protect the trust's assets from debtors of any of the beneficiaries (shareholders).
How to Evaluate an Industrial Investment Property
There’s no secret formula when it comes to evaluating potential commercial real estate investment properties.
Evaluating Non-Traded and Publicly Traded REITs: Overview and Liquidity
Real Estate Investment Trusts (REITs) are securities that may provide a simpler route to real estate investing exposure than that of direct real estate. This article will discuss the difference between non-listed and publicly listed REITs. Both provide similar offerings but with differences in liquidity and costs.
Can You Change Ownership in a 1031 Exchange?
Real estate investors who wish to defer capital gains taxes from the sale of investment properties by completing a 1031 exchange have a lot of rules and regulations to follow throughout the exchange process.
Can a Revocable Trust Be a Joint Tenant?
Many people choose to title shared property as a joint tenancy because the ownership structure allows for the automatic transfer of ownership shares upon death of one owner to the surviving tenants.
When is Pro Forma Performed by a Real Estate Investor?
Pro Forma is a term that pops up in real estate investing and other business discussions. Regarding real estate, a Pro Forma is typically thought of as a forward-looking estimate of financial opportunity. As a result, many real estate investors review the Pro Forma documentation to analyze the value of a potential acquisition.
What is a Simultaneous 1031 Exchange?
Timing is a crucial element throughout the 1031 exchange process.
What is the Interest Rate on a Reverse Mortgage?
Reverse mortgages are a financial tool that has enjoyed an increase in popularity in recent years. There are at least three good reasons for this surge. First, people are living longer. Even with the impact of the Covid-19 pandemic, Americans are living longer than ever, and that trend is likely to continue. Second, for many people, their residence is their most significant asset. Finally, as the prevalence of defined benefit pensions has declined, more retirees need income to supplement their Social Security benefits and other sources.
How to Calculate Deferred Tax Liability
A deferred tax liability can occur when there is a timing difference between two different depreciation schedules. A business may choose straight-line depreciation (for asset book value) each year but bases its tax depreciation on the accelerated method. This will create a difference each year between the two schedules.
Who Holds the Proceeds in a 1031 Exchange?
In a 1031 exchange, the investor typically works with a qualified intermediary (QI), also known as a facilitator, who acts as a neutral third party to facilitate the exchange. The QI plays a crucial role in the exchange process, as they hold the proceeds from the sale of the relinquished property and facilitate the purchase of the replacement property.
