How Do You Analyze REITs?
Real estate investment trusts (REITs) can provide investors with access to income-producing real estate and may offer potential diversification within an investment portfolio. However, evaluating a REIT involves careful analysis of various performance and structural factors. One common metric investors consider is the rate of return, which can help compare REIT performance across different sectors and strategies.
What Is a Non-Correlated Asset or Investment?
One constant in investing is that markets fluctuate—sometimes rising steadily, other times declining sharply. Fluctuations are inevitable, and these changes pose both opportunity and risk. Some investors may find market timing thrilling; others simply want a more conservative approach and maintain steady growth. For those seeking to manage risk exposure, diversification across asset classes is a common strategy. But not all diversification is equal. A key consideration is whether the assets within a portfolio move in tandem—or independently. This is where non-correlated assets come into play.
Can You 1031 Out Of A TIC?
If you're an investment property owner in a Tenants-in-Common (TIC) arrangement, you may be wondering if a 1031 Exchange is possible when exiting a TIC investment. The answer in some cases is yes—provided specific IRS requirements are met. It's important to understand that 1031 eligibility is highly fact-specific, and compliance with regulatory and structural guidelines is essential to preserve tax-deferral benefits.
Capital Gains Yield (CGY): Definition, Calculations, and Examples
There are various metrics used in measuring how well an investment is performing. One commonly referenced is the capital gains yield (CGY). This is a figure that helps investors understand how much of their return is due to an increase or decrease in asset price. Unlike other metrics like dividend yield or interest income, this number focuses solely on the price change of the security or other types of assets over time.
Does A Quitclaim Deed Avoid Probate?
For real estate investors considering efficiently transferring property to heirs, avoiding probate is often a top concern. One tool that frequently comes up in this conversation is the quitclaim deed. But does a quitclaim deed help you avoid probate — and is it the right strategy for investment property owners?
What Qualifies as a Tax-Advantaged Strategy?
When investment property owners think about reducing their tax burden, they often encounter a range of strategies—some straightforward, some more complex. While some terms have historically caused confusion, many widely used tax strategies are recognized under U.S. tax law when properly structured and supported by economic rationale. Understanding how to distinguish between tax-efficient strategies and aggressive or noncompliant tactics is an important part of effective investment planning. Evaluating structure, intent, and economic substance is critical to determining whether a tax approach is appropriate and sustainable over time.
What Is a 1031 Exchange Custodian?
Among the many professionals you’ll need to work with during a like-kind swap, the qualified intermediary (sometimes informally referred to as a custodian, accommodator, or facilitator) is among the most essential professionals involved in a like-kind exchange. Who is the custodian? While sometimes referred to as a custodian, the formal IRS term is qualified intermediary. These entities help coordinate the transaction by holding sale proceeds, preparing required documentation, and facilitating timely reinvestment.
Tenancy in Severalty: Definition, How It Works, and Examples
Owning real estate is not as straightforward as most might assume. There are different ways to “own” a property, and knowing the nuances is essential for investors, estate planners, and anyone looking to protect their assets. Most people are familiar with a tenancy in common or joint tenancies, however, there is one tenancy less discussed: a tenancy in severalty.
