Real Estate Investing Resources

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Estate Planning with 1031 Exchanges: The Step-Up in Basis Rule

iS-2267921760

Estate planning, an often intricate and nuanced task, becomes particularly important when real estate investments enter the equation. For investment property owners, leveraging the tax benefits of a 1031 Exchange alongside estate ...

1031 Exchange
Apr 17, 2026

Choosing the Right Title Exchange Service for Your Specific Transaction

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Navigating the complexities of real estate transactions can be daunting, especially when it comes to exchanging properties under the IRS Section 1031 rule. Known as a 1031 Exchange, this tax-deferral strategy allows investors to defer ...

Real Estate Investing
Apr 17, 2026

Title Exchanges vs. Outright Sales: Choosing the Right Transfer Method

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When contemplating the transfer of investment property, real estate owners face the decision between conducting a 1031 exchange or choosing an outright sale. Each method has implications impacting tax liabilities, financial outcomes, ...

Real Estate Investing
Apr 16, 2026

Moving Equity from High-Tax States to Low-Tax States Effectively

iS-2247065918

As we navigate the complexities of real estate investing, one noteworthy strategy gaining traction among property owners is relocating equity from high-tax states to low-tax states. This tactical shift isn't just about saving money; ...

Tax
Apr 15, 2026

Browse our library of eBooks

Delaware Statutory Trust eBook

  • DST
  • eBook
The Investor's Guidebook To DSTs

1031 Exchange eBook

  • 1031 Exchange
  • eBook
The 1031 Investor's Guidebook

NNN Lease eBook

  • Net Lease
  • eBook
The Investor's Guidebook To Net Lease

Qualified Intermediaries eBook

  • QI
  • eBook
Download The Guidebook To QI's

Capital Gains eBook

  • Capital Gains
  • eBook
The Investor's Cap Gains Guidebook

Qualified Opportunity Zones

  • QOZ
  • eBook
Download The Guidebook to QOZ's

Investment Property Wealth Management® eBook

  • IPWM™
  • eBook
Get Tips For Managing Real Estate Wealth

Tenants In Common eBook

  • TIC
  • eBook
The Investor's Guidebook to TIC's

A Guide to UPREIT Transactions

  • UPREIT
  • eBook
A Guide to UPREIT Transactions

Today's Term

Intangible Property Test

In order to qualify as a QOZB, a firm must deploy a substantial portion of its intangible property in the active conduct of a trade in a QOZ, defined as at least 40 percent.

Glossary of Terms

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Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

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