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...as possible and is why for example---you can’t 1031 into either a public or privately traded REIT (for that, you'll need a 721 exchange). If you need help with your...

...a lender Other mortgage related costs (application fees, points, etc.) Non-transactional costs (utility bills, credit card bills, etc.) Non-allowable closing costs, however, will create a taxable event. Let’s assume that...

...have optimized your trade. As a trader you will always be subject to second-guessing and self-critique. I call this second-guessing the trader’s dilemma and illustrate it in A Trader’s Tale....

...relinquished property they are selling. For example, if the exchanger sells a property for $500k, they can identify properties with an aggregate value of $1M or less. 95% Rule: The...

...triple net-lease properties are leased to national tenants who guarantee the payment of the rent, under long-term leases. Examples include Walgreens, Dollar General, Fresenius Kidney Care, and O’Reilly Auto. While...

...DST may consist of multi-family apartments, industrial complexes, healthcare facilities, self-storage units and many more. Investing in a DST allows you to gain partial ownership of investment-grade properties. So, instead...

...the 3 Property Rule, DSTs provide a solution: Sale Price of Relinquished Property: $2.0 million Replacement Property #1: $1.8 million property identified by investor/broker Replacement Property #2: $100,000 investment in...

...contributes "section 721(c) property" to a "section 721(c) partnership." A section 721(c) partnership is a partnership in which the U.S. taxpayer and one or more related foreign persons own 50%...

...above $300,000 if a couple is filing jointly. It’s important to note that the net worth can’t include the individual’s main residence. Minimum Investment DSTs usually require a minimum $100,000...

...is investment portfolio diversification. Today, qualified opportunity fund investments can invest in virtually any ‘qualifying investment,’ which may include tangible property, machinery, or businesses. However, there is a catch, 50%...

...the person that embraces a 721 exchange see that makes them attractive? In this case---it’s everything else. The benefits far outweigh the lost opportunity to do potential 1031 exchanges. Here’s...

...which requires investors to complete the exchange within 180 days. In this article, you will learn more about the 180 day exchange timeline. Let’s get started! What is the Closing...