Category: Real Estate

In real estate, yield is calculated by dividing the annual cash flows received by the value of the asset:  Yield:   Annual Cash Flow  Current Value of Asset For example, a property that is worth $500,000 and returns $50,000 per...

Real estate is an extremely popular asset class among the wealthy. In addition to stocks and bonds, wealthy investors often have significant direct real estate investments within their portfolios, whether that be residential, commercial, or industrial. Likely the biggest reason for direct real estate investing is diversification. However, the tax benefits of real...

The Tax Cuts and Jobs Act of 2017 significantly altered the U.S. Tax Code through changes to capital gains treatments, personal deductions, and a series of other revisions. For real estate investors and businesses, the creation of opportunity zones offers significant tax reductions. The purpose of the opportunity zone program is to incentivize investors...

Perhaps you’ve heard of the 1031 Exchange. Perhaps you haven’t. Regardless, you are likely unfamiliar with what a 1031 Exchange actually does and how it works. The 1031 Exchange is a federal tax-deferral option popular among real estate investors. Section 1031 of the Tax Code allows investors to swap like-kind assets without incurring taxes,...

There are a number of differences between commercial and residential leases. The most significant is the “use” provision. The premises leased under a commercial lease may be used for a business purpose described therein such as a retail store, office or manufacturing facility (provided it is zoned for such use).  It should be noted...

“Ninety percent of all millionaires become so through owning real estate. More money has been made in real estate than in industrial investments combined. The wise young man or wage earner of today invests his money in real estate.” – Andrew Carnegie, billionaire industrialist

For millions of Americans, real estate provides the opportunity to build...