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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.
Gifting Property & Capital Gains Tax: What You Need to Consider

Real estate is more than just bricks and mortar — for many investors, it’s a cornerstone of legacy and wealth transfer. You may consider gifting your investment property to family or charitable causes as you plan for the future. While gifting can be a valuable estate planning tool, it’s important to understand how it impacts capital gains taxes — both for you and the recipient.
Tax Planning for the Sale of a Second or Vacation Home

Strategies for Real Estate Investors with Second Homes
How Do You Defer Capital Gains Tax on Investment Property?

Capital gains taxes can significantly reduce the net proceeds from the sale of investment property. These gains are generally taxable at the federal level when an asset is sold for more than its adjusted basis. Eliminating capital gains is not possible in most cases, investors may consider using approved strategies to defer the tax liability and improve after-tax outcomes.
Does a 1031 Exchange Eliminate Capital Gains Tax?

A 1031 exchange is a tax-advantaged investment strategy that many accredited investors turn to to preserve their wealth. One question some may ask is: “Does a 1031 exchange eliminate capital gains?” The answer is no — the like-kind exchange doesn’t eliminate your tax liability after making a profit during a property sale. Instead, this strategy defers capital gains taxes.
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