Triple Net (NNN) leases and Delaware Statutory Trusts (DSTs) are essential options when investing in real estate. For this reason, we will briefly define the function of each and then dig into how they work together effectively ..read more

Capital losses result from the sale of a capital asset for less than the basis. For example, if you buy stock for $1,000 and after holding it for two years you sell the stock for $500, you have incurred a $500 capital loss. In contrast, if you buy the stock for $1,000 and after holding it for two years you sell it for $3,000, you have earned a capital gain of $2,000 ..read more

Suppose you have previously executed a 1031 exchange, selling one property and reinvesting the proceeds into a replacement while deferring the capital gains taxes. In that case, you already know the process requires strict adherence to tight time frames. First, you must identify potential replacement assets within 45 days of the sale and then complete the purchase transaction within 180 days (including the 45 designated for identification.) Meeting this requirement can be challenging, but the reward is the ability to reinvest the entire proceeds from the sale while delaying the need to pay th ..read more

Tenancy by the Entirety (TBE) is one option among several ways of holding property with one or more others. TBE is only available for married couples who are treated as a single entity for tax purposes. In this usage, both parties have equal rights to the entire property, including these salient advantages ..read more

Earning returns is a primary motivation for investing in stocks. Investors may also seek income through dividends, among other goals, but typically buy stocks hoping the value will increase. Early investors in successful businesses can gain substantially by buying stock and selling it when the share price is higher ..read more

Owning rental property can be a profitable enterprise for real estate investors. This activity may be active or passive investing, depending on the property and how involved the owner is. As with many investments, the ability to deduct certain expenses is an essential component of the financial equation. One expense that investors ask about is the deductibility of mortgage interest ..read more

Plenty of articles in recent months have detailed real estate volatility, and for good reason ..read more

Fractional investments in real estate using tools like Delaware Statutory Trusts (DSTs) are often attractive options for real estate investors who prefer not to be obligated to manage the day-to-day operations of their investment property actively ..read more

Setting up a 1031 exchange involves a series of well-defined steps to comply with the regulations set by the Internal Revenue Service (IRS). This post will dig into the details of several critical exchange components ..read more

A medical power of attorney (often referred to informally as a healthcare proxy and formally as a Durable Power of Attorney for Healthcare Decisions) is among the most commonly used POA types. As with any POA, a medical power of attorney is a grant of authority from one person to another. In this instance, the grantor confers to the agent the authority to make medical decisions on the grantor’s behalf when they cannot do so ..read more