Investment Strategies

Important Partnership Strategies in a 1031 Exchange

By |2019-06-26T07:09:17-06:00June 19th, 2019|1031 Basics, Real Estate, Tax Tips|

 - What to do when some partners want to do a 1031 exchange, but others don't -   A frequent call to our company goes like this: “Five of us own an LLC. The LLC, in turn, owns a piece of real estate held for investment. It has a substantial gain in the property and

4 Better Strategies for Owner Carry Financing

By |2019-06-26T07:10:11-06:00June 10th, 2019|Investment Strategies|

Owner Carry Financing in a 1031 Exchange - Installment Sales under IRC Section 453 - Investors often ask us if owner carried financing (installment sales under IRC section 453) and a 1031 exchange (IRC section 1031) work together in the same transaction. While possible, it can be tricky adding owner carry financing to a tax-deferred

How Baby Boomers Created New Opportunities

By |2019-06-19T15:11:36-06:00March 12th, 2019|Investment Strategies|

Why You should consider a 1031 Exchange into senior housing! The current wave of aging Baby Boomers and the coming wave of aging Gen-Xers will provide a large customer base. Thus, creating a considerable option for a 1031 senior housing investment opportunity.   Like all real estate, location is critical! Some housing markets recently posted record

Single Member LLCs as Tenants in Common

By |2019-06-20T13:31:58-06:00January 15th, 2019|Investment Strategies, Real Estate, Tax Tips|

- Why Tenants in Common (TIC) structure is advantageous for 1031 exchange investors -     The limited liability company (LLC) is a relatively young creature created by State statutes. By contrast, the concept of owning an asset as "tenants in common" (TIC) is centuries-old, much of it dating back to English law. In a