The transfer of wealth from one generation to another will hit its peak in just a few years and understanding the tax impact on the heirs is an important consideration.
Archive | Real Estate Investing
Risk & Reward – Stock Vs. Real Estate
In a perfect world your investment portfolio would contain a combination of Real Estate, Stocks, Bonds, Mutual Funds and Cash providing both long-term and short-term instruments. Diversification of your assets is key to riding out the peaks and valleys of investment performance. In today’s changing economic environment, understanding your exposure to risk will ultimately define […]
Visualizing a Section 1031 Exchange
We find that many times the concepts of basis, indicated gain, realized gain and most importantly the level of taxation that is faced when selling investment property is widely mis-understoon. Even amongst professionals. We have developed a quick and easy tool to help to visualize a Section 1031 Exchange.
INVEST LIKE A 5TH GRADER
The optimum real estate investment is one that makes you smile everyday of the week, including weekends. The road to investment wealth is paved with simple tenets (not tenants); buy what you know, do your homework, hold your position, know when to sell, diversify your holdings and NEVER pay capital gains tax. If you lay […]