The tradition of investing in income-producing real estate is a meaningful practice that has been handed down through generations. It reinforces not only the stability and potential growth opportunities of commercial real estate but also the continuation of family legacies and the achievement of financial independence ..read more

In the ever-evolving landscape of investment and real estate portfolios, 2024 presents a unique set of challenges and opportunities, particularly in the context of interest rates and inflation. As an accredited investor, understanding these dynamics is crucial for adapting your strategies to maximize returns and mitigate risks ..read more

As an experienced real estate investor, you probably have some familiarity with what is often referred to as the real estate cycle. But it’s always worth refreshing our understanding of how this dynamic force impacts investment properties, especially during periods of market turmoil as some sectors have experienced the past few years. This article re-introduces the cycle and offers a forward view of how different properties may be influenced by it in 2024 ..read more

We are pleased to share this guest blog provided to our readers by Michael Repka, Chief Executive Officer, Managing Broker, and General Counsel of DeLeon Realty, a leading Silicon Valley based brokerage firm. Recent Changes in Commission Rates  Real estate agents in the United States are among the highest paid in the world - both in terms of actual dollars and as a percentage of the sales price. Unlike other countries, such as the United Kingdom and Australia, where sellers typically pay around two percent (2%) to sell a home. American sellers have grown accustomed to paying significantl ..read more

We are pleased to share this guest blog provided to our readers by Four Springs Capital Market, a company pioneering in 1031 Exchanges. As a savvy real estate investor, you’re well aware of the tax benefits that 1031 exchanges offer. These powerful tools allow you to defer capital gains taxes when selling one investment property and acquiring another like-kind property. However, the intricacies of dealing with partnerships and LLCs can be as complex as navigating a multi-story commercial building ..read more

In recent years, many high-net-worth families with large estates benefited significantly from the increase in the federal estate tax exemption limits brought on as part of the Tax Cuts and Jobs Act of 2017. The new limits at the time of roughly $11 million or $22 million per couple have had a profound impact on estate planning strategies.  ..read more

In the world of real estate investing, particularly in the realm of 1031 exchanges and Delaware Statutory Trusts (DSTs), understanding exit strategies is crucial for investors to maximize their returns and minimize tax liabilities.  ..read more

In a recent blog, we addressed the topic of converting a rental property into a primary residence.   This blog triggered several questions on whether there can be tax advantages when converting a personal residence into a rental property, chiefly:  Is it possible to defer taxes on the sale of a personal residence using the 1031 Exchange? The answer which may surprise some readers is a conditional “Yes” – provided several important steps are followed which we will generally outline in this blog post ..read more

At the beginning of every new year,  we encourage all our clients to review their current retirement plans to determine if they still meet their objectives. A common complaint that we hear is that yields on invested funds are often not sufficient to meet planned retirement goals ..read more

In a past blog post, we summarized efforts by the California Franchise Tax Board (FTB) to begin imposing penalties against 1031 Exchange Qualified Intermediaries who actively assist clients with deferring taxes through Deferred Sales Trusts or Monetized Installment Sales.(1)(2) In this blog, we will highlight several important takeaways from that blog plus update our readers on efforts by the IRS to further crack-down on the use of these “too good to be true” schemes to delay tax consequences ..read more