Is Capital Gains Yield (CGY) The Same As Dividend Yield?

As an investor, one of the things that drives your yes/no decisions about whether to acquire and hold a particular asset is the return on that investment, based on what it costs to buy it. In other words, yield. Also known as rate of return, yield is stated as a percentage of the amount you invested in that asset.

Dec 22, 2022

What Would Disqualify a Property From Being Used in a 1031 Exchange?

The many in-stone requirements involved with the 1031 exchange include the following: The relinquished property must be exchanged into replacement property/properties of equal or greater value The exchanger/investor must adhere to specific calendar deadlines A Qualified Intermediary (QI) must take control of all funds and proceeds during the exchange process

Dec 22, 2022

Should Rental Property Be in an LLC or a Trust?

If you have considered buying a rental property as an investment, you have probably wondered whether you should keep the property as a personal asset or to put the rental into an LLC or a trust.

How to Use Risk to Manage Real Estate Investments

This article was written by Realized Founder and CEO David Wieland and originally appeared on MarketWatch. You can find the full article here. In our experience, real estate investment properties aren’t typically managed with the same discipline as traditional asset classes. Generally accepted and standardized measures of traditional asset risks don’t exist in real estate, and there is no framework for evaluating real estate risk. However, there are risk attributes with which you should familiarize yourself.

Dec 21, 2022

Can a Title Company Be a Qualified Intermediary?

The potential benefits of employing a 1031 exchange in your investment strategy are attractive. However, as with many appealing tools, investors should be careful and precise in using this one. Since structuring a real estate transaction using the exchange offers the opportunity to defer capital gains taxes, the IRS requires that taxpayers follow the rules precisely.

What Investors Should Know About The Student Housing Market

When COVID-19 lockdowns sent college students home in 2020, many feared the pandemic would establish online learning as the new norm and significantly weaken the student housing industry. However, recent reports indicate quite the opposite. Not only is student housing recovering from its pre-pandemic drift, but many schools, particularly Power Five conference universities, continue to trend upward with year-over-year increases in pre-leasing and occupancies.

Can the Time Period of a 1031 Like-Kind Exchange Be Extended?

A 1031 exchange is a tool that investors can use to defer the payment of capital gains taxes when they sell an investment property and reinvest in another. Because of that benefit, the rules governing 1031 exchanges are strict. For example, the IRS imposes tight timelines for completing the transactions.

Dec 20, 2022

How Much Does a Conservation Easement Reduce Property Values?

There are many reasons why landowners may want to place some or all of their land holdings in conservation easements.

Can You Buy Someone Else's Opportunity Zone Share?

Can You Buy Someone Else's Opportunity Zone Share?

Buying into Qualified Opportunity Zones (QOZs) requires a somewhat hefty initial investment, often in the five- or six-figure dollar range and can range from $25,000 to $100,000 or more. Some Qualified Opportunity Funds (QOFs) can require a minimum investment of $250,000. Furthermore, only capital gains can be used for this type of investment.

What is Raw Land and Why Do People Buy It?

Raw land is vacant, unimproved land. Typically, people might buy raw land to use it personally or pursue income. As with many real estate assets, raw land may increase in value (or may not), and the potential for profit is a frequent motivation for buying. Typically, raw land has no improvements, lacking utilities and buildings.

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