Investment Strategies

1031 Exchange or Opportunity Zones?

By |2019-10-15T16:24:42-06:00October 10th, 2019|Current News, Tax Tips|

Comparing the Pros and Cons of Opportunity Zones and 1031 Exchange   After the Trump administration signed into law the Tax Cuts and Jobs Act of 2017, America's real estate community was abuzz over the provision allowing for Qualified Opportunity Zone investments.  In particular, the 1031 exchange community took notice. This is because Opportunity Zones

An Introduction to Tax Basis & 1031 Exchange

By |2019-09-10T23:49:55-06:00July 25th, 2019|1031 Basics, Investment Strategies, Tax Tips|

  Need a quick refresher on how 1031 exchange affects tax basis in your property? Or maybe you need a reminder about exactly what tax basis means? We'll cover the basics in this post and provide you a few examples. What is Tax Basis? Tax basis is what the IRS uses to keep track of

Partnership Strategies in a 1031 Exchange

By |2019-10-11T10:38:52-06:00June 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 |2019-09-10T23:43:14-06:00June 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

New Opportunities for Boomers

By |2019-10-11T10:40:53-06:00March 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 |2019-09-10T23:37:50-06:00January 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