How to Retire from Being a Landlord

Last month (May 2020), my business partner Jason McMurtry and I released our new book, How to Retire from Being a Landlord.

Whether you are a rental-property owner or industry professional, we think you’ll find our book to be a valuable resource. For sellers’ agents in particular, we are confident our book will help you secure listings from landlords looking to make an educated decision to exchange their property.

In the first section, we cover some of the most compelling reasons driving landlords to contemplate selling their properties, and provide some tools for helping owners conduct a comparative analysis of their investments.

By the way, for folks seeking help in diagnosing their real estate, we also offer landlords a comprehensive Real Estate Investment Analysis Report, which you can learn more about on our website or by giving us a call.

In the second section of the book, we cover the ins and outs of capital gains taxes, depreciation, and 1031 exchanges. The rules, regulations and math behind tax-deferred exchanges can be complicated if not mind-numbing, but we think we’ve struck a healthy balance between brevity and thoroughness.

In the last section, we cover the main food groups of passive replacement options, provide guidance on what questions to ask, and discuss the risks and benefits of investing in passive 1031 programs.

If you are willing to do a little homework and engage qualified professionals on your deal team, there’s no reason you or your clients can’t retire from being a landlord.

This information is for educational purposes only and does not constitute direct investment advice or a direct offer to buy or sell an investment, and is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor. The views of this material are those solely of the author and do not necessarily represent the views of their affiliates.

Investing in real estate and 1031 exchange replacement properties may involve significant risks. These risks include, but are not limited to, lack of liquidity, limited transferability, conflicts of interest, loss of entire investment principal, declining market values, tenant vacancies, and real estate fluctuations based upon a number of factors, which may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover. Investors should also understand all fees associated with a particular investment and how those fees could affect the overall performance of the investment.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). 1031 Capital Solutions is independent of CIS, CAM and CIA.

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