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Pros and Cons of Owning a Second Home During Retirement

This article was written by Tamara Holmes and features advice from Realized Head of Wealth Management Rob Johnson. It originally appeared on AARP.org. You can find the full article here.

Dec 7, 2022

Does a Step-Up in Basis Eliminate Depreciation Recapture?

Inheriting real estate can be a significant financial windfall for beneficiaries. Depending on how it’s received, though, inherited real property can come with some important financial considerations.

Dec 6, 2022

What Assets Do Not Get a Step-Up in Basis?

Passing assets on to family is a great way to transition wealth. But there are caveats, which mainly include large tax bills. If not done right, beneficiaries can be left with a tax bill they cannot pay. That's why proper estate planning is essential.

Dec 2, 2022

What You Should Know About Alternative Investments and PPMs

This article was written by Realized Head of Wealth Management Rob Johnson and originally appeared on Forbes.com. You can find the full article here.

Nov 30, 2022

How Can I Calculate the Value of My Rental Property?

Real estate investors want and need to know what their rental property is worth, but you may not be confident about the best way of valuing your assets. In reality, the appropriate method may differ depending on the type of property, the use, and even the location. So let's look at some options and the pros and cons of each.

Nov 28, 2022

Why Invest In Commercial Property?

When building a long-term investment portfolio, many people focus entirely on residential properties and overlook the potential that commercial properties have. Commercial properties such as office buildings, multi-unit apartment complexes, retail stores, and more are valued parts of any community and have the potential to deliver robust returns.

Nov 20, 2022

Reducing the Real Estate Knowledge Gap

This article was written by Realized Head of Wealth Management Rob Johnson and originally appeared on LifeHealth.com. You can find the full article here.

Nov 18, 2022

What is a Rent Roll?

A rent roll is a document providing essential information about the status and finances of commercial real estate property. This report is crucial for potential investors and owners to review to stay informed about the property’s financial health. Some of the key pieces of information on a rent roll include:

Nov 17, 2022

Who Offers Bridge Loans?

There are many ways to fund real estate acquired for business or investment purposes. You could reach out to partners for help, fund it 100% yourself, or use a loan. But there are different types of debt available, including permanent, mezzanine, senior, and short-term. A bridge loan is a type of short-term debt.

Nov 16, 2022

What are the Pros and Cons of Bridge Loans?

Bridge loans can allow buyers to purchase a new home without first selling their old house. If there is a dependency on selling the old home, the buyer must make a contingency offer. Because some sellers prefer non-contingent offers, contingent buyers can be left out.

Nov 14, 2022

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