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Article on Sep 4, 2024

721 Exchange to Defer Taxes: Pros and Cons

A 721 exchange, also known as a UPREIT (Umbrella Partnership Real Estate Investment Trust) transaction, allows real estate owners to defer capital gains taxes by exchanging their property for operating partnership units in a REIT. Pros include tax deferral, diversification of real estate holdings, and potential for ongoing income. It can also provide estate planning benefits and relief from property management responsibilities.

Daniel Goodwin
Published by Kiplinger

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...

Daniel Goodwin

1031 Exchange vs. Qualified Opportunity Zones - Provident 1031 Houston - The Woodlands

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...

Daniel Goodwin

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Glossary Definitions

mortgage broker

A mortgage company that originates loans, then places those loans with a variety of other lending institutions with whom they usually have pre-established relationships.

mortgage banker

For a more complete discussion of mortgage banker, see “Types of Lenders.” A mortgage banker is generally assumed to originate and fund their own loans, which are then sold on the secondary market, usually to Fannie Mae, Freddie Mac, or Ginnie Mae. However, firms rather loosely apply this term to themselves, whether they are true mortgage bankers or simply mortgage brokers or correspondents.

mortgage

A legal document that pledges a property to the lender as security for payment of a debt. Instead of mortgages, some states use First Trust Deeds.

modification

Occasionally, a lender will agree to modify the terms of your mortgage without requiring you t refinance. If any changes are made, it is called a modification.

merged credit report

A credit report which reports the raw data pulled from two or more of the major credit repositories. Contrast with a Residential Mortgage Credit Report (RMCR) or a standard factual credit report.

maturity

The date on which the principal balance of a loan, bond, or other financial instrument becomes due and payable.

margin

The difference between the interest rate and the index on an adjustable rate mortgage. The margin remains stable over the life of the loan. It is the index which moves up and down.

lock-in period

The time period during which the lender has guaranteed an interest rate to a borrower.

lock-in

An agreement in which the lender guarantees a specified interest rate for a certain amount of time at a certain cost.

loan-to-value (LTV)

The percentage relationship between the amount of the loan and the appraised value or sales price (whichever is lower).

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Helpful Articles

721 Exchange to Defer Taxes: Pros and Cons

Can An LLC Do A 1031 Exchange?

1031 Exchange vs. Qualified Opportunity Zones: Which Is Better?

Common Questions

Learn Through Video

Glossary Definitions

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The Woodlands, Texas 77380

Resources

Helpful Articles

721 Exchange to Defer Taxes: Pros and Cons

Can An LLC Do A 1031 Exchange?

1031 Exchange vs. Qualified Opportunity Zones: Which Is Better?

Common Questions

Learn Through Video

Glossary Definitions

(281) 466-4843

[email protected]

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