Tag Archive for ‘appreciation’

Avoid The 1031 Exchange “Boot” Tax Hit

Jane is selling a a commercial property and exchanging it for a less expensive property with a higher cap rate. She realizes she has a “boot” of $1M. How does she avoid paying capital gains tax? Read Jane’s case study.

Real Estate as an Asset Class

After extensive research and experience within a specific market and its sub-markets, trends and characteristics develop that allow an investor to set up portfolio models similar to other asset classes.

Increasing Income with Lower Interest Rates

What if low interest rates could actually boost one’s investment returns instead of lower them? As some out-of-the-box thinkers have discovered, properly chosen cash flow real estate investments can produce 10-13% returns even when interest rates fall.

Case Study – Generation X & Saving for College

With sluggish 529 returns, Jim and Ruth needed a way to invest that would ensure stronger returns. They needed an assets that would generate income and help fund their daughter’s college ten years from now.

This case study shoes how investment property was the answer, providing strong cash flow now and appreciation potential to help them meet their goals.

Risky Business – Five Factors to Mitigate

Investing in all forms entails a certain amount of risk, and it is well known to investors that investments that have more risk associated with them tend to yield greater returns. The challenge—and the opportunity— is to mitigate risk through knowledge and managing those risks that are controllable.

Building an Inflation Hedge

With the debt ceiling debate, there is a lot of talk about coming inflation or even hyper inflation. Investing in hard assets that keep up with or outpace inflation rates are key to ensuring you have a sound protection against the economic elements.

Taking the Long View

Short term vision and impulsive decision making will hurt an investor’s long term portfolio success.

In real estate, those who take the long view, not reacting to the latest new flash, will benefit from that patience both in cash flow and appreciation.

The Tax Advantages of Investment Real Estate (2 of 3) – Capital Gains & Depreciation Tax

What are the tax ramifications of investment property regarding capital gains and depreciation recapture tax?

Use these tax deferral strategies to free up money now and pay less in taxes later.

Why Invest Out of State?

Most investors are primary homeowners. They understand and value home ownership and use that knowledge as a platform when considering investing in real estate but investment real estate is just that, an investment.

With ideal real estate investments you want excellent returns, minimal risk, and a passive relationship with the asset.

Where to Invest – Selecting an Investment Neighborhood

Once an investor has selected a market, the next step is to look deeper at the specific neighborhoods within that city.

Having a very specific criteria for choosing investment neighborhoods is vital to an investors success and ability to capitalize on returns and minimize risk.