Episode 3 from Passive Real Estate Investing Series. The allure of a known fast-food brand or a chain dollar store can be compelling. But before you give up on rental housing, be sure you have a better understanding of the differences between single-tenant triple-net (NNN) properties and class-A multifamily.
Episode 2 from Passive Real Estate Investing Series. Cash flow means different things to different people. To compare apples to apples, we must rely on agreed-upon metrics. Understanding NOI (Net Operating Income) and YOE (Yield on Equity) will also make it easier to analyze investment options relative to your current property.
Episode 1 from Passive Real Estate Investing Series. What the heck is a cap rate? It's OK if you cannot confidently define what a "cap rate" is. After this first episode in our series on Passive Real Estate Investing Basics, you will totally get it. And if it doesn't sink in the first time, rewatching the video is free.
Episode 3 from Real Estate Taxation Series. 1031 exchanges are not the only way to kick the tax can down the road. Yet for most taxpayers, IRC Sec. 1031 continues to offer the best overall tax consequences. Watch our video to learn why.
Episode 2 from Real Estate Taxation Series.. Even while your real estate appreciated over the years, your accountant likely was claiming that the property was depreciating every year-at least on paper. This episode reviews the benefits of deducting depreciation today to push a tax into the future.
Episode 1 from Real Estate Taxation Series. There are different categories of capital-gains, taxed at different rates by different levels of government. Whether you have a CPA or not (and you should), every landlord should have a basic understanding of how their capital gains may be taxed when selling real estate.
Breaking up with partners-either in marriage or business-does not have to ruin your 1031 exchange. But if you don't know the rules, a breakup can be a treacherous tax trap.
Can you exchange a personal vacation property that you also rent to tenants? Of course you can. Is it easy to trip over IRS rules? Of course it is
This episode is for investors seeking to retire from being landlords. If you are interested in conducting a 1031 exchange-but do not want to operate another rental property-a passive replacement program could be a suitable solution.
It is becoming increasingly common for passive 1031 investors to pursue a "one and done" strategy and ultimately own units of a REIT. If you would like to avoid the need for multiple 1031 exchange transactions, please watch this video.
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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.
DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years; or have an active Series 7, Series 82, or Series 65). Individuals holding a Series 66 do not fall under this definition) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
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