Search Results

...establishments, restaurants) • Industrial (warehouses, plants) • Raw land (undeveloped property, farms) • Special use (libraries, parks, public buildings) Create Generational Wealth Creating generational wealth through capital appreciation is the...

...you're selling, your tax bracket, and the terms of the trust. For example, if you're selling real estate in California, you'll need to consider the state's capital gains tax rate,...

...example, you sell your relinquished property; let’s say a single-family apartment for $800,000. Now, you’ve decided to do a 1031 exchange to defer the payment of taxes on the $800,000...

...the index’s performance, emphasizing long-term growth and stability. Both strategies are valid options to pursue, but not all investments are alike. Let’s highlight the key differences that will help you...

...depreciation, which means the adjusted basis is $750,000 ($1,000,000 – $250,000). The $250,000 portion of the gain is depreciation being recaptured and excluded from favorable long-term capital gains tax rates....

...who first identifies and acquires the real estate assets. A 1031 DST property can be any commercial property; apartments, retail space, office buildings, industrial parks, etc. Much like a REIT...

...(QEAA) in accordance with IRS Revenue Procedure 2000-37 (Rev. Proc. 2000-37). Understanding Reverse Exchange Under Rev. Proc. 2000-37 Reverse exchanges are done under Rev. Proc. 2000-37 by "parking" either the...

...even when investing in a Delaware Statutory Trust (DST). However, when events turn out the wrong way, it is important that you know what to do to get your investments...

...of success for your property portfolio. Exploring 721 Exchanges First, let’s explore 721 exchanges, also known as an UPREIT (umbrella partnership real estate investment trust). This sophisticated financial maneuver allows...

...fee, “rollover” and paying a 2-3% exit fee, “defer” and paying another 15-20% entry fee, etc., are over. While the Traditional DST model is an “exit” planning and estate management...

...otherwise out of reach for individual investors. This investment can include large-scale commercial properties, high-rise buildings, and other high-value assets. No Direct Management Responsibilities With a 721 exchange, you convert...

...assets, business and investment real estate of all kinds (business, investment, personal residences, fractional interests), and tangible assets like artwork and other collectibles, boats, and airplanes. However, they don’t include...