Highly Leveraged “Zero Coupon” Properties to Solve 1031 Exchange Problems, Part 2
This month, we’ll discuss using Zero Coupon Properties in more traditional exchanges – as a way to cover debt requirements while buying exactly the property you want.
1031 Exchange
Highly-Leveraged “Zero Coupon” Properties to Solve 1031 Exchange Problems, Part 1
This article will stretch across 2 months, and explores highly-Leveraged “Zero Coupon” offerings as a great way to address 1031 Exchange issues caused by debt replacement requirements. This month, I’ll discuss a client who needed to buy $10 million of property with $1.5 million of equity – in order to defer (potentially forever) over $4 million of taxes.
How to Sell Real Estate and Defer Taxes (Potentially Forever) With a 1031 Exchange
This month, we’re going “back to basics:” How investors can sell investment property and defer taxes (potentially forever) with a procedure called a 1031 Exchange.
Defer Taxes on Your Property Sale – Potentially Forever – With a 1031 Exchange
Many real estate investors sell their properties for sizable profits but encounter an unpleasant surprise when they file their taxes the following year. Capital Gains, Accumulated Depreciation, State and “Obamacare” taxes all add up to take a sizeable bite from their profits.
Have a Personal Residence with Capital Gains in Excess of Your $500,000 Exemption? You Can Also Use a 1031 Exchange in the Same Sale!
Many of my readers are familiar with the IRS Section 121 Exclusion that allows married couples a $500,000 Capital Gains exemption ($250,000 for unmarried homeowners) on the sale of their personal residence.
Easier 1031 Loan Replacement with Partial Interest Properties
Hate the loan application process, but need a new loan to fulfill your 1031 Exchange requirements? Partial Interest properties come with turn-key debt that can make your replacement property purchasing process a lot simpler.
The Long Term Plan for Partial Interest Properties
Since 2001, my investors have purchased over 545 partial interest properties – including DSTs. Once an investor purchases the property; what then? Does it sell sometime in the future? When? This month, my article walks us all through the plans and the process.
Accelerate Your Real Estate Benefits With Accelerated Depreciation
Most of my clients are buying income producing real estate and, at the same time, buying what the IRS calls more depreciable basis that can better defer (potentially forever) taxes on their real estate income.
Use Combo Exchanges to Save Taxes
Sometimes meeting leverage requirements in a 1031 Exchange can be challenging. This month, I’ll talk about how we can, through a “combo exchange” mix higher and lower-leveraged properties together to meet IRS requirements and achieve our clients’ goals.
Have Two Properties Closing Close Together? Combining 1031 Exchange Accounts
Many of my clients own multiple properties, and it’s not uncommon for them to sell at about the same time. When this happens, we will combine their 1031 Exchange Accounts. There can be many benefits to doing so, as this article examines.
What is the “Pain Factor” of Your Investments?
Real Estate investments can potentially generate more work, worry, trouble or pain for their owners. What is the “Pain Factor” of your real estate investments, and can we lessen that by exchanging into different properties?
Without a 1031 Exchange, Those Taxes Can be Costing You More Than You Think
When selling real estate you only pay capital gains tax, which is 15 or 20 percent. And that’s it, right? No – it’s much more complicated (and expensive) than that. This month, we’ll talk about how a 1031 Exchange can help you defer all those taxes (potentially forever.) In the conclusion, I’ll explain how “Potentially forever” works.”
