Tag Archive for ‘1031X’

Considering a 1031 Exchange? Now is the Time

Now is an ideal time for eligible investors to build long-term wealth and capitalize on current market conditions. 1031 exchanges are a great tool to dispose of under-performing assets and replace them with high cash flow properties. This article explains the process and the best areas to invest.

Case Study – Baby Boomers – Increasing Passive Income for Retirement

With retirement looming and a need to find stronger returns from their investments, how can baby boomers use their current equity to increase passive income?

This case study gives a real world example.

The Tax Advantages of Investment Real Estate (3 of 3) – 1031 Exchanges

1031 Exchanges are one of the most valuable tools to build an investment real estate portfolio while deferring taxes indefinitely. This case study illustrates the value of 1031 Exchanges and outlines long term tax deferral strategies.

Get an Early Start for a Successful Exchange

When looking to 1031 exchange, it is important to plan ahead in order to ensure your exchange goes smoothly. Investors searching for 1031 replacement property must act quickly to stay in compliance with the 1031 exchange rules.

Basics of a 1031 Exchange

Key Terms & Concepts of a 1031 Exchange Replacement Property: The property being purchased in the 1031 exchange from proceeds of sale of relinquished property. Relinquished Property: The property being sold in a 1031 exchange of which one is transferring gains from. Boot: Everything of value other than “like-kind” property which you receive during an [...]

What is a 1031 Exchange?

What is a Tax-Deferred 1031 Exchange? Normally when an investor sells a real estate holding for a gain, capital gains tax is due in conjunction with the sale.  A 1031 exchange in real estate, sometimes known as a 1031x or tax-deferred exchange, offers investors the opportunity to defer payment of capital gains taxes on the gain [...]

Real Estate: An Important Asset Class

The most successful investors know that it is best to allocate investment across several asset classes whose returns are not completely correlated with each other.  Most of them have assets in cash, equities (stocks), debt instruments (bonds) and real estate.  The latter asset class, real estate, is frequently under-represented in investors’ portfolios, but real estate [...]