Sometimes it’s better to be lucky than good, and the timing of a phone call from a friend of mine couldn’t have been luckier.  My buddy lives in upstate New York, and about eight years ago, bought a rental house in the Adirondacks as an investment property. He paid $200,000 for it, and it’s provided him with a good stream of income for the time he’s owned it. But it’s come with the usual landlord’s share of headaches, too, especially given the number of renters that he’s dealt with for a vacation rental. So when a local real estate agent put out a feeler and suggested he could get $37 ..read more

With tax breaks for opportunity zone investments set to expire soon, project demand surges as investors race for final capital gains shelter before regulations change. Yet amidst fears opportunities vanishing, experts predict increasing allure from building development momentum creating fertile economic grounds propelling yet unseen yields in carefully vetted projects. Though incentives may shift, unique assets at relative discounts bought strategically inside overhauled communities promising to reward prudent allocations likely will continue generating wins without deferral carrot catalyzing ..read more

Table of Contents What is a Tax Straddle? Consequences of a Failed Tax Straddle Exchange What to Do Now As The Clock is Ticking It happens to the best of us: despite a thorough awareness of the requirements for a successful 1031 exchange, last-minute developments ultimately sink the exchange, and the investor is left with some potentially problematic possibilities. As we enter a new year, investors who initiated a 1031 exchange by selling investment property in the second half of 2023 but have not yet acquired replacement property need to be aware of important tax implications if the ..read more

Opportunity Zones offer valuable tax incentives for investments in designated underdeveloped areas which are set to expire soon. The preferential capital gains treatment on proceeds reinvested into Opportunity Funds will discontinue after 2026 per current legislation. With under half of tracts having seen money inflows so far, officials are urging investors to accelerate allocating funds before tax breaks disappear, hindering further community revitalization dependent on sustained private investment into these regions. Exploring locations and development projects ahead of expiration makes sens ..read more

Selling appreciated investment real estate sans exit planning triggers monumental capital gains taxes erasing wealth built over years. Steep levies forcing liquidation burns through equity funding future retirement. But tax-deferral solutions exist - investors can exchange properties while rolling gains into diversified real estate assets like Delaware Statutory Trusts, mirroring 1031 benefits. Essentially trading existing buildings for fractional stakes in larger portfolios defers tax events. Education is essential beforehand so hard-fought empires don't crumble needlessly overnight from lack ..read more

Delaware Statutory Trusts allow investors to defer capital gains taxes by placing profits into multifamily and commercial real estate. These professionally managed investments provide passive income potential with diversification benefits compared to sole property ownership ..read more

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 ..read more

The energy sector, where investors can combine qualified opportunity fund perks with oil and gas direct investment tax benefits, is one of the more appealing and lesser-understood QOZ offerings available ..read more

“Is an Opportunity Zone investment right for me?” There is no one-size-fits-all answer to any investment question, and opportunity zones are no different in this regard. I can’t give blanket advice in this column, of course, but any serious question deserves a serious answer. I recommend that anyone contemplating an Opportunity Zone (OZ) investment consult with an experienced, knowledgeable advisor as you consider your options. In addition to taking my QOZ Masterclass, you can also consult my Qualified Opportunity Zone Guide. I encourage anyone who’s interested in an opportunity zone invest ..read more

An expert in QOZ programs walks us through how to benefit from some significant tax-deferral opportunities (and, if you hold your investment long enough, tax-free gains ..read more