What are Private Real Estate Funds?
Investors can choose among various options to own real estate. One common choice is direct investment, which involves buying and managing property. Some investors prefer this approach as a means to pursue both income and potential appreciation. However, direct investing does have limits, particularly resource limits. One option for investors who prefer to pursue larger properties is to participate in a private real estate fund. Private real estate funds raise capital from investors, identify, acquire, finance, manage investments, and share income.
What is a Certified Exit Planning Advisor (CEPA)?
A Certified Exit Planning Advisor (CEPA) specializes in helping business owners develop and execute a plan to exit their business. The CEPA designation is awarded by the Exit Planning Institute after completing a rigorous training program and passing an exam.
Can Opportunity Zones Be Expanded?
There were two parts to setting up the Opportunity Zones Program when it was introduced through the Tax Cuts and Jobs Act of 2017. The first was initiating guidance from both the IRS and U.S. Department of the Treasury. And the second was determining what would constitute appropriate Qualified Opportunity Zones for investment.
Evaluating Non-Traded and Publicly Traded REITs: Determining Investor Suitability
Investors who want to be involved in real estate investing but don’t want the management of direct real estate can look at REITs (Real Estate Investment Trusts) as an option. REITs are securities that invest in real estate properties and offer a broad range of real estate exposure.
Is a Certified Financial Planner (CFP) the Same as a Certified Public Accountant (CPA)?
Managing your finances can be tricky, and choosing the right professional to help is essential. However, it can be difficult to understand what the different roles are during your search. You will likely come across many Certified Financial Planners™ (CFP®) Practitioners and Certified Public Accountants (CPA). But what is the difference? Yes, there is overlap in their job suits, but they aren’t the same position, and who you hire depends on your goals.
Can You Roll Short-Term Capital Gains into an Opportunity Zone?
One goal of the 2017 Tax Cuts and Jobs Act (TCJA) was to encourage investors to reinvest capital gains into economically disadvantaged communities. To that end, the legislation created Qualified Opportunity Zones (QOZs), which taxpayers can invest in through QOFs (Qualified Opportunity Funds). While some of the TCJA provisions are no longer available (including the reduction of some capital gains tax obligations), there are still both deferral and exemption opportunities.
What is an Adjustable Rate Mortgage and How Does it Work?
Mortgage rates for both personal residential use and investment purchases are volatile and can significantly impact the cost of your purchase. When interest rates are low, buyers can afford to buy a more expensive house, and when rates rise, the housing market often experiences lower activity. For lenders, rising interest rates can affect their bottom line if customers have mortgages locked in for thirty years at a lower rate than the institution needs to pay to borrow money.
What Are the Typical Holding Requirements for a DST Investment?
DSTs (Delaware Statutory Trusts) are among several attractive options for investors looking for fractional ownership of institutional-quality commercial real estate. Like an LLC or limited partnership, a DST has a sponsoring entity that identifies, acquires, and finances the property or properties. The assets go into the trust, and the investors (called trust beneficiaries) receive a proportionate share of ownership based on their investment amount.
Investing in Student Housing Could Boost Your Portfolio’s Income and Add Important Tax Benefits
Drew Reynolds, chief investment officer at Realized, recently shared his thoughts with Marketwatch on the growth of the student housing market and why real estate investors should consider adding this sub-sector of commercial real estate to their portfolios through passive investments such as student-housing DSTs.
What is a Fixed-Rate Mortgage?
A fixed-rate mortgage is a type of home loan where the interest rate stays the same over the life of the loan. It can create stability, because your principal and interest mortgage payment remains the same over the life of the loan.
