Paulo Aguilar, CFA, CAIA

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.

Explore the key considerations for evaluating private alternative investments, including time horizon, liquidity, portfolio alignment, transparency, and fund structures. Make informed decisions with expert guidance.

Learn how to utilize Delaware Statutory Trusts (DSTs) as a backup plan for boot in a 1031 exchange, ensuring full tax deferral and strategic investment opportunities.

Learn about the powerful tool of the Reverse 1031 Exchange in real estate investing. Discover how to maximize your investment potential and defer capital gains taxes effectively.