If you have been mulling rebalancing your investment property assets, now is the time to seriously consider making the move toward a planned exit from your multifamily property ownership. According to a recent article by Jaime Lackey in the March/April edition of Northeast Real Estate Business, the New England multifamily housing market has experienced continued […]
Tag Archives | Investments
Will Section 1031 Be Around for the Long Run?
At first glance, one might be tempted to say that Section 1031 is an overly generous provision of the tax code whose time has passed. But wait: Section 1031 was first passed into law on March 8, 1921, in the waning days of the Wilson Administration, and has been reviewed and commented upon in nearly […]
Splitting Heirs
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.
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 […]
Trading Up Using the 1031 Exchange
In spite of decreasing real estate values across the nation, real estate investors continue to come up with innovative ways to make their investment turn out profitably. A powerful method for building real estate holdings is the use of 1031 Exchanges, which lets investors defer capital-gains assessment on investment property by reinvesting sale proceeds into […]