1031 Exchange Timeline: A Guide to Rules and Process

An hourglass signifying a 1031 Exchange Timeline.

When you sell a property and reinvest the proceeds into another property, you can defer capital gains taxes. We will look at 1031 exchange timelines, including what to think about when planning an exchange, and what to do during the identification period, 180-day exchange period, and post-exchange monitoring period.

Jan 29, 2024

Does Tenancy By The Entirety (TBE) Offer Protection From Creditors?

A picture of a couple reviewing their tenancy by the entirety contract.

Here’s an interesting scenario.

Jan 28, 2024

Drop and Swap 1031 Exchange in California: How to Navigate the Process

Drop & Swap 1031 Exchange Properties

California, especially Silicon Valley, has long been regarded as an international hub for business. The Golden State’s economy is the largest in the U.S. and outranks all but a handful of foreign nations.

Jan 27, 2024

Do REIT ETFs Pay Dividends?

Picture of coins with a drawn shape of houses and money signs.

Real estate investment trusts (REITs) are companies that own and operate income-generating commercial real estate properties. Most REITs are publicly traded, which provides individual investors access to dividends derived from real estate without the burden of acquiring, managing, or obtaining financing for investment properties.

Jan 26, 2024

How to Report the Sale of Inherited Property On a Tax Return

How to Report the Sale of Inherited Property On a Tax Return

Anyone who’s dealt with inherited property likely knows how important the step-up in basis can be for real estate transferred to heirs upon the owner’s death.

Jan 25, 2024

What Is A Realty Trust?

Image of the word Trustee on a sheet of paper with glasses right above it.

Many different trusts are available that can hold (and transfer) personal and real property.

Jan 24, 2024

How to Pick A Delaware Statutory Trust Broker

How to Pick A Delaware Statutory Trust Broker

Delaware Statutory Trusts (DSTs) are sophisticated investment vehicles that allow individual investors to purchase fractional shares of the types of real estate often owned by real estate investment trusts, pension funds, and institutional investment firms.

Can You Rent an Investment Property to a Family Member?

Can You Rent an Investment Property to a Family Member

Acquiring real estate for investment purposes can generate a multitude of benefits. One potential advantage involves the available deductions, including expenses and depreciation.

Can A Spouse Override A Beneficiary?

Can A Spouse Override A Beneficiary?

Estate planning can be complex, partly because the process can be rife with misunderstandings and assumptions. Such issues can range from what exactly is tax exempt to who exactly receives disbursements or assets.

Can You Depreciate DST Interest?

Can You Depreciate DST Interest?

Investing in real estate typically involves not just income and expenses but also navigating the tax implications on the value of the investment. Therefore, an investor may choose a Delaware Statutory Trust (DST) to pursue potential gains, the passive nature of ownership and income, and the tax advantages.

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