How Opportunity Zones Can Wipe Clean Your Capital Gains
This is the fifth video in this series. In the first four, we identified real estate investment opportunities, we discussed the challenge of capital gains and depreciation, we talked about using 1031 exchanges to defer that depreciation. But is there a way to just eliminate those capital gains? A qualified opportunity zone. What is it? […]
How to Leverage 1031 Exchanges for Tax Savings
In the last three videos we’ve talked about real estate investing, capital gains, depreciation, recapture, and how to defer those using 1031 exchanges. As we know, 1031 exchanges defer capital gains on real estate transactions, but sometimes they’re tricky. Today we’re going to talk about some advanced strategies to maximize the benefit of 1031 exchange. […]
Just How Fragile is the Banking System?
With all the news of bank failures, just how fragile is the banking system today and what, if anything, can you do about it? If you’re one of my clients, you already know that interest rates, when they rise, cause bond values to fall. Long bonds fall a lot. This is why for the last […]
Deferral of Gains on Real Estate Investments
I’ve previously talked about real estate as an investment asset class. Of course, the challenge already identified is that when you sell investment real estate, you now must recapture depreciation and you’ll be also taxed on capital gains. Are there strategies to defer gains or maybe even eliminate them on the sale of your property? […]
Taxation of Real Estate Investments
If you’re a real estate investor, of course one of the big bugaboos is real estate taxation – how do you maximize the tax benefit of your real estate investment? To an extent, almost all of us are real estate investors, even if we’re not thinking about it. As a homeowner you’re enjoying a mortgage […]
Real Estate as an Asset Class
Real estate as an investment asset class. What are the merits? What are the pitfalls? How do you avoid them? From the beginning of the century through the end of 2021, the FTSE NAREIT All Equity REITs Index gained 9.6% versus 7.7% for the S&P 500. It has been one of the best investment asset […]
