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What is a Real Estate Investment Fund?
Real estate investment funds are a means for investors to pursue the benefits of investing in real estate without directly owning investment property assets. These funds mingle the capital contributed by the investor group and use the money to obtain, manage, and sometimes improve commercial property. A private equity real estate fund is an illiquid investment and typically has a holding period of ten or more years. However, some investment funds do not have a planned termination point.
Is a Grantor Letter the Same as a K-1?
A grantor letter and a Form 1065 Schedule K-1 are common records in taxation and financial documentation. While they have some similarities, they serve different purposes.
How to Help Your Clients Diversify Their Real Estate Holdings
Real estate diversification is about far more than choosing different locations and sectors to invest in. The topic is extremely deep. Location and sector-based investing are only skimming the surface. When discussing diversification with your clients, the following lists should be a minimum: Markets and Demographics Sectors Public vs. Private Deals Diversification Through Single Funds and Syndications Equity vs. Debt Deals Factoring In Economic and Demographic Projections
What Are Financial Planning Tools for Real Estate?
Technology has completely changed the way financial advisors and wealth managers help their clients reach short- and long-term financial goals.
From Managing Tenants to Managing Wealth: Helping Clients 'Retire' from Active to Passive Real Estate Investing
Realized co-founder and CEO David Wieland wrote this article on the potential opportunity for wealth advisors to assist their clients with tactics for successfully transitioning from direct real estate ownership to passive real estate investments. You can read the full article at financialplanning.com.
What are Strategies for Business Exit Planning When the Business Owns Real Estate?
Growing a business typically takes a ton of time, energy, and equity. Regardless of where your clients are in the growth cycle of their enterprises, it’s important they have well-defined exit strategies in place. These strategies can be used as a roadmap to help guide them through crucial business decisions, as well as provide an end-goal target for all of their efforts.
Helping Clients Use Investment Property for Retirement, Income Diversification
David Wieland, CEO and co-founder of Realized, recently provided Family Wealth Report with his perspective on diversification strategies, with a focus on baby boomers with significant real estate holdings. Read the complete article using the link above or review this recap.
What are Private Real Estate Funds?
Investors can choose among various options to own real estate. One common choice is direct investment, which involves buying and managing property. Some investors prefer this approach as a means to pursue both income and potential appreciation. However, direct investing does have limits, particularly resource limits. One option for investors who prefer to pursue larger properties is to participate in a private real estate fund. Private real estate funds raise capital from investors, identify, acquire, finance, manage investments, and share income.
What is an Adjustable Rate Mortgage and How Does it Work?
Mortgage rates for both personal residential use and investment purchases are volatile and can significantly impact the cost of your purchase. When interest rates are low, buyers can afford to buy a more expensive house, and when rates rise, the housing market often experiences lower activity. For lenders, rising interest rates can affect their bottom line if customers have mortgages locked in for thirty years at a lower rate than the institution needs to pay to borrow money.
Investing in Student Housing Could Boost Your Portfolio’s Income and Add Important Tax Benefits
Drew Reynolds, chief investment officer at Realized, recently shared his thoughts with Marketwatch on the growth of the student housing market and why real estate investors should consider adding this sub-sector of commercial real estate to their portfolios through passive investments such as student-housing DSTs.
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