Paulo Aguilar, CFA, CAIA

Learn how the Short-Term Rental (STR) Tax Strategy can help you legally reduce your tax burden and increase your wealth-building potential.

Learn about taxable events, their impact on tax liabilities, and strategic planning to minimize taxes and enhance your financial outcomes.

Discover why high-net-worth families struggle to sustain their legacy through real estate and learn strategies for long-term wealth preservation.

Understanding the structure and fees of private real estate investments is essential for any investor. This article will provide a comprehensive overview of how these investments are structured and the common fees associated with them, enabling you to make more informed investment decisions.

Starting in 2024, the powerful tax benefits of bonus depreciation provided by the Tax Cuts and Jobs Act of 2017 are continuing to phase out by 20% each year until they reach 0% in 2027. As this benefit phases out, individuals from all backgrounds should understand what this means for their current investments, future investments, and personal financial plans.

In the complex world of real estate investing, understanding key investment metrics is crucial for making informed decisions that can drive your success.

Investing in a Delaware Statutory Trust (DST) can provide real estate investors with potential income and equity growth opportunities without the burden of day-to-day management responsibilities.

Qualified Opportunity Zones (QOZ) were first introduced in 2017 by the Tax Cuts & Jobs Act. This allowed investors the ability to invest their realized capital gains from prior investments into economically distressed areas.

Is now a good time to invest in private real estate or should I wait it out? It’s a debated topic, but, unless you can predict the future, it might be elusive to time the market and find the right entry point.