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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.
The Four Types of REITs
There are many different REIT structures, but we will cover four popular REIT types available to investors. Some you might not have heard of. The requirements to invest in these REITs span a wide range, meaning there’s something for everyone.
1031 vs 721 Exchange: What is the Difference?
Mention the word “real estate exchange,” and what might come to mind is the 1031 exchange. This process falls under 26 U.S. Code § 1031 – “Exchange of Real Property Held for Productive Use or Investment.” The goal here is to help the investor “swap” a relinquished real estate asset into a replacement one. In this way, both depreciation capture and capital gains taxes can be deferred.
An Overview of REITs
REITs allow investors to get involved with real estate investing passively. There’s no property management as is often required with real property. An investor’s equity in a REIT turns into fractional ownership of real estate. There are many types of REITs to choose from. In this article, we’ll give an overview of several different types of REITs.
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