Five Criteria for Investors to Evaluate a QOZ Fund

Five Criteria for Investors to Evaluate a QOZ Fund

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.

Aug 21, 2024 5 min read
Three Factors to Consider Before Timing the Real Estate Market

Three Factors to Consider Before Timing the Real Estate Market

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.

Aug 14, 2024 5 min read
Understanding "Tax Straddles" in 1031 Exchanges Across Two Tax Years

Understanding "Tax Straddles" in 1031 Exchanges Across Two Tax Years

The general timeline for a 1031 exchange involves identifying a replacement property within 45 days and completing the exchange within 180 days.

Aug 07, 2024 2 min read
Evaluating Private Alternative Investment: Five Questions to Guide Your Decision

Evaluating Private Alternative Investment: Five Questions to Guide Your Decision

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.

Jul 31, 2024 3 min read
Utilizing DSTs as a Back Up Plan for Boot in a 1031 Exchange

Utilizing DSTs as a Back Up Plan for Boot in a 1031 Exchange

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.

Jul 24, 2024 2 min read
Understanding the Reverse 1031 Exchange to Maximize Your Real Estate Investment

Understanding the Reverse 1031 Exchange to Maximize Your Real Estate Investment

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.

Jul 17, 2024 2 min read
Exit Planning for Businesses with Commercial Real Estate Holdings

Exit Planning for Businesses with Commercial Real Estate Holdings

Discover the complexities of exiting a business with commercial real estate holdings, such as tax implications, 1031 exchanges, and passive investments.

Jul 10, 2024 3 min read
Exploring Real Estate Investment Trusts (REITs)

Exploring Real Estate Investment Trusts (REITs)

A Real Estate Investment Trust (REIT) is a specialized company that invests in income- generating real estate assets.

Jul 02, 2024 2 min read
Exploring Alternative Investments: A Diversification Opportunity for Investors

Exploring Alternative Investments: A Diversification Opportunity for Investors

Explore the diversification potential of alternative investments beyond traditional assets like stocks and bonds.

Jun 26, 2024 2 min read