Article on Feb 7, 2025 How a DST Solved One Landlord’s Million-Dollar Problem Considering that 10,000 Americans turn 65 every day in America, 1031 Exchanges and Delaware Statutory Trusts (DSTs) are entering a...
Article on Jan 29, 2025 What Is Capital Gains Tax Deferral? Discover how capital gains tax deferral can transform your real estate investment strategy. The article explores how investors can postpone tax payments on property profits through strategic reinvestment, potentially keeping more money working in their portfolio. Using real-world examples, it breaks down the difference between short-term and long-term capital gains, illustrating how holding periods can significantly impact tax obligations. A savvy investor can build wealth while minimizing their immediate tax burden with powerful deferral tools such as 1031 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zones (QOZs).
Article on Jan 12, 2025 10 Ways Your 1031 Exchange Can Go Horribly Wrong Uncover the critical pitfalls that can derail your 1031 exchange and potentially cost you thousands in unexpected taxes. This comprehensive guide explores ten common mistakes investors make when attempting to defer capital gains through property exchanges. From timing violations to improper property identification, learn how seemingly minor oversights can transform a smart tax strategy into a financial burden. Perfect for real estate investors and professionals seeking to understand the complex IRS regulations governing like-kind exchanges. Discover essential tips for avoiding these costly errors and ensure your 1031 exchange succeeds with expert insights on proper execution, documentation requirements, and qualification criteria.
Article on Jan 12, 2025 What Republican Control Means for 1031 Exchanges and QOZs This timely analysis examines how the Republican sweep of Congress and the White House could reshape two key real estate investment strategies: 1031 exchanges and Qualified Opportunity Zones. While Republicans historically favor these tax-advantaged vehicles, deficit concerns and other factors could lead to unexpected changes. The article offers valuable insights for investors looking to navigate potential policy shifts, including possible program extensions, regulatory streamlining, and new opportunities in the energy sector.
Article on Dec 8, 2024 Qualified Opportunity Zones With an Energy Boost The energy sector presents a unique opportunity within Qualified Opportunity Zones (QOZs), particularly in oil and gas production. Many QOZs are located in major energy-producing regions like the Permian Basin and Eagle Ford in Texas. Despite current headwinds facing fossil fuels—including ESG concerns and the push toward electric vehicles—the industry's depressed valuations may present attractive investment opportunities. The world's continued dependence on oil and gas, combined with technological advances in extraction, suggests strong potential for QOZ energy investments. The sector aligns well with QOF requirements, offering both tax advantages and portfolio diversification benefits.
Article on Oct 31, 2024 Trump vs. Harris: Potential Impacts on Qualified Opportunity Zones and 1031 Exchanges The upcoming election could significantly impact two major real estate investment strategies: Qualified Opportunity Zones (QOZs) and 1031 exchanges. Trump would likely maintain or expand both programs, viewing them as successful economic growth tools. In contrast, Harris would probably push for reforms, including enhanced reporting requirements for QOZs and potential income caps on 1031 exchange eligibility. Market impacts could vary dramatically: a Harris victory might trigger a rush to complete 1031 exchanges before new restrictions, while Trump's policies could drive up property values in opportunity zones. However, both candidates' ability to implement changes will depend heavily on congressional control.
Article on Oct 18, 2024 IRS Extends 1031 Exchange Deadlines for Victims of Milton and Helene In response to the devastating impacts of Hurricanes Helene and Milton across the southern United States, the Internal Revenue Service...
Article on Sep 9, 2024 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 Aug 26, 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 Aug 12, 2024 1031 Exchange vs. Qualified Opportunity Zones: Which Is Better? 1031 Exchange vs. Qualified Opportunity Zones Instant & Long-Term Tax Advantages Today investors can structure real estate investments to generate...
Article on Aug 6, 2024 Qualified Opportunity Zones: Your Antidote to Economic Anxiety in Tumultuous Times Looks like the end of the world is near. There is chaos everywhere. There are multiple wars in far-off countries,...
Article on Jul 17, 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,...
