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721 UPREIT Exchange: The 6 Things You Need to Know
The 721 umbrella partnership real estate investment trust (UPREIT) exchange is a great alternative for real estate investors who want to defer capital gains taxes without having to follow a strict time frame like the 1031 exchange. The investor may also be attracted to all the other benefits that a 721 UPREIT exchange offers that the 1031 exchange might not be able to fulfill.
UPREITS: Transforming Your Real Estate Into a Liquid Asset
When it comes to investing, real estate is an illiquid asset. There are a few reasons for this, which include difficulty of sale, access to capital, and supply and demand fundamentals. Specifically, if you need cash immediately, selling investment real estate might not be your first, or best, choice.
Why UPREITs are Becoming More Popular with Investors
A 1031 exchange has tax deferral benefits for those investors who are able to find a suitable replacement property. However, investors need to basically run the gauntlet as restrictions and deadlines must be met for the 1031 exchange to be performed successfully.
UPREITs: The Mechanics of Conversion from Real Estate to Shares
A 721 UPREIT exchange (also called a 721 transfer) allows investors to exchange their real estate property for operating partnership (OP) units in a REIT. As long as the OP units are held, taxable gains on the property are deferred. When the time comes, OP units can be exchanged for REIT shares. This terminates the tax deferment and creates a taxable event. We’ll walk through how the conversion process works.
How to Convert Your Investment Property Via an UPREIT Process
If you’ve owned real estate for business purposes (i.e., your work or for investment), you might have realized a significant appreciation on that property. This can lead to a good-news, not-so-good-news scenario.
What Are The Tax Implications of UPREITs?
What is an UPREIT? The UP in UPREIT means umbrella partnership. These REITs are often used in a 721 transfer (or 721 UPREIT exchange), which is similar to a 1031 exchange.
Evaluating Non-Traded and Publicly Traded REITs: Determining Investor Suitability
Investors who want to be involved in real estate investing but don’t want the management of direct real estate can look at REITs (Real Estate Investment Trusts) as an option. REITs are securities that invest in real estate properties and offer a broad range of real estate exposure.
Evaluating Non-Listed and Publicly Listed REITs: Assessing Volatility
Stocks can get very volatile, which can impact investors emotionally. This is understandable, as volatility can be difficult to deal with, even temporarily. However, we can never really know when volatility may end.
Evaluating Non-Traded and Publicly Traded REITs: Overview and Liquidity
Real Estate Investment Trusts (REITs) are securities that may provide a simpler route to real estate investing exposure than that of direct real estate. This article will discuss the difference between non-listed and publicly listed REITs. Both provide similar offerings but with differences in liquidity and costs.
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