Article on Mar 14, 2024 Opportunity Zone Investing Still Hot Despite Looming Sunset With tax breaks for opportunity zone investments set to expire soon, project demand surges as investors race for final capital gains shelter before regulations change. Yet amidst fears opportunities vanishing, experts predict increasing allure from building development momentum creating fertile economic grounds propelling yet unseen yields in carefully vetted projects. Though incentives may shift, unique assets at relative discounts bought strategically inside overhauled communities promising to reward prudent allocations likely will continue generating wins without deferral carrot catalyzing initial action solely. Legacy benefits outlast initial shelter alone.
Article on Mar 2, 2024 How Savvy Investors Use A 1031 Exchange To Defer Capital Gains and Build Wealth 1031 exchange to defer capital gains Before putting a real estate property up for sale or deciding to purchase another,...
Article on Feb 28, 2024 How To Not Screw Up A 1031 Tax-Free Exchange How To Not Screw Up A 1031 Tax-Free Exchange Without question, real estate is one of the very best ways...
Article on Feb 19, 2024 Tax Straddles and 1031 Exchanges: What Investors Need to Know If timed incorrectly between selling at a tax loss and acquiring asset replacements, the IRS may deny recognizing capital losses meant to offset gains by classifying as prohibited "wash sales". Taxpayers pursuing both loss harvesting and tax-deferred 1031 strategies must understand specific rules governing sequencing and timing between transactions to avoid negative liability impacts.
Article on Feb 11, 2024 4 Reasons to Tap Opportunity Zones Before They Expire Opportunity Zones offer valuable tax incentives for investments in designated underdeveloped areas which are set to expire soon. The preferential capital gains treatment on proceeds reinvested into Opportunity Funds will discontinue after 2026 per current legislation. With under half of tracts having seen money inflows so far, officials are urging investors to accelerate allocating funds before tax breaks disappear, hindering further community revitalization dependent on sustained private investment into these regions. Exploring locations and development projects ahead of expiration makes sense given dwindling timeframes to utilize zone advantages.
Article on Jan 22, 2024 1031 Exchanges: A Matter of Life and Death? Selling appreciated investment real estate sans exit planning triggers monumental capital gains taxes erasing wealth built over years. Steep levies forcing liquidation burns through equity funding future retirement. But tax-deferral solutions exist - investors can exchange properties while rolling gains into diversified real estate assets like Delaware Statutory Trusts, mirroring 1031 benefits. Essentially trading existing buildings for fractional stakes in larger portfolios defers tax events. Education is essential beforehand so hard-fought empires don't crumble needlessly overnight from lack of vision when vehicles now sustain wealth long-term.
Article on Jan 10, 2024 Can An LLC Do A 1031 Exchange? Can An LLC Do A 1031 Exchange? LLCs became a popular form of real estate ownership as they limit the...
Article on Nov 13, 2023 Delaware Statutory Trust: A Viable Alternative to Debt Replacement Delaware Statutory Trusts allow investors to defer capital gains taxes by placing profits into multifamily and commercial real estate. These professionally managed investments provide passive income potential with diversification benefits compared to sole property ownership.
Article on Nov 5, 2023 Delaware Statutory Trusts Attract Real Estate Investors In Droves DSTs are gaining immense popularity among 1031 exchange investors seeking passive income, diversification, and tax deferment from multifamily and commercial real estate. Professionally managed, DSTs provide stable cashflow without landlord duties, offering an appealing hands-off investment alternative.
Article on Oct 31, 2023 Should I Invest In A DST? DSTs allow investors to defer taxes through 1031 exchanges into professionally managed real estate like multifamily, retail, and offices. DSTs provide passive income, diversification, large investment capacity, and ownership in institutional-quality assets with potential appreciation benefits.
Article on Oct 23, 2023 One Way to Stay Ahead of Inflation: Qualified Opportunity Funds Learn the potential benefits of utilizing Qualified Opportunity Funds (QOFs) as a strategy to combat inflation within an investment portfolio. This article highlights how investing in QOFs can offer tax advantages and potentially hedge against inflation by diversifying one's investment portfolio.
Article on Oct 14, 2023 Exchange Real Estate Headaches for Silent and Passive Income Exchanging appreciated investment real estate for a DST provides passive income potential without landlord duties. DSTs offer diversification across asset classes and markets alongside tax deferral benefits from a 1031 exchange into a professionally managed portfolio.