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How Fractional Real Estate May Support Multi-Generational Wealth Strategies
As families prepare for wealth transfer, advisors are increasingly called upon to help families create strategies that support preservation and grow capital across generations. Real estate continues to play a meaningful role in legacy portfolios —but traditional ownership models can present challenges. Management responsibilities, illiquidity, and concentrated risk often hinder long-term planning.
Interest Rate Swaps Explained: Definition, Types, and Examples
Many interest rates in the market are variable and tied to financial benchmarks, making them subject to frequent fluctuations. These changes can significantly affect a company’s or investor’s cash flow or borrowing costs. As such, many institutions use interest rate swaps—financial contracts between two parties to exchange interest payments over a specified period. These tools are commonly used to match financing streams with an entity’s risk preferences or expectations about interest rate movements.
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.
What Is a Section 721(c) Partnership?
Among the various tax-deferral strategies available to investors today, Section 721 of the Revenue Code remains a powerful tool. This provision allows asset owners to defer capital gains taxes by contributing appreciated real estate to a partnership or real estate investment trust (REIT). In exchange, the investor gains partnership interests. The introduction of foreign investors into these structures led to new compliance concerns, prompting the addition of Section 721(c) to address gain deferral in cross-border transactions. What does this new provision entail? Who is affected? Realized 1031 has shared a straightforward guide to answer these questions.
5 Key Questions to Ask Clients with Real Estate Holdings
For investment property owners, real estate often represents a substantial part of their wealth, and potentially, their legacy. As financial goals evolve and markets shift, advisors working with these clients should be equipped to ask the right questions. Whether the objective is growth, income, or tax efficiency, understanding a client’s real estate strategy begins with a thoughtful conversation.
Step-up in Basis: What It Is and How It Works for Inherited Assets
When a loved one passes away and their heirs inherit certain assets, they may receive a step-up in basis when transferred. When a person receives real estate, stocks, or other types of investment, the step-up in basis resets the asset’s fair market value to the date of the original owner’s death. Thanks to this tax rule, beneficiaries may reduce or even eliminate capital gains taxes that would otherwise be realized if the asset were sold.
How Much Tax Do You Pay When You Sell a Commercial Property?
For many property owners, the amount of tax owed after a sale is a major concern. Knowing the value helps you plan for the potential tax implications and make informed decisions regarding reinvestment or other ventures. How much tax do you pay when you sell a commercial property? There are a few factors to keep in mind to get an accurate estimate before you commit to a sale. Realized 1031 has shared an informative guide to help you understand these considerations. Keep reading to learn more.
What Is Section 121 Home Sale Exclusion & How Does It Work?
When it comes to managing real estate wealth, tax efficiency matters. Most investment property owners are familiar with the 1031 Exchange as a way to defer taxes on commercial or rental properties. But if you’ve ever converted a rental into a primary residence — or vice versa — it’s worth understanding another key tax provision: Section 121 of the Internal Revenue Code, often called the Home Sale Exclusion.
How To Find a Buyer for Commercial Real Estate Property
Selling commercial real estate is often more complex than selling a residential property. From navigating investment expectations to meeting sophisticated buyer criteria, it takes more than simply putting a listing on the market. Successfully finding qualified buyers for commercial real estate involves strategic preparation, proactive outreach, financial transparency, and sometimes creative deal structuring — especially when tax efficiency, like a 1031 Exchange, is part of the equation.
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