Build-to-Suit Net Leased Properties
Build-to-Suit describes a property that was constructed especially for a certain tenant and to their exact specifications. This month, we’ll explore why this is an attractive feature for investment properties.
Buy Down the Debt Requirement for Your 1031 Exchange
A 1031 Exchanger, in order to effect a completely tax-deferred exchange, must 1. Replace all the Equity (cash) he receives as sales proceeds AND 2. Replace all the debt he paid off as part of his sale.
Non-Recourse, or “Off Balance Sheet” Loans
Our partial interest properties make use of non-recourse loans. As a result, our partial interest investors can benefit from buying properties with leverage – but this debt doesn’t appear on their personal financial statements and therefore does not affect their ability to secure credit.
1033 Exchanges: The “1031 for Eminent Domain Sales”
This month, we closed a 1033 Exchange for a client by purchasing 6 Net Leased Properties in multiple states for a total of $33 million. This article explores the 1033 Exchange and how it differs from the 1031 that you may be more familiar with.
Regulatory Creep Continues for California Landlords
There sure is a steady supply of “Crazy New California Laws” coming our way. This month, I’ll introduce the concept of “regulatory creep.” We’ll look at exchanging into real estate out of state as a way to seek superior growth and income potential again.
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.
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.
Is More Rent Control in California’s Future?
Since California (against the expressed wishes of voters) enacted statewide rent control in 2020, new and more stringent ideas are coming out of Sacramento frequently. Is it time for a “Cal Exit” of our real estate dollars?
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.
A Review of the Latest US Census Estimates – Where is the Population Growth?
I have been following US Census data closely since 2010. As a real estate advisor, I’d like to know which areas of the country have populations that are growing faster than the national average – I think buying in these areas gives us a better chance of success. 2023 population estimates were just released: let’s take a look at the results.
