Imagine being able to sell your appreciated property with all of its gains intact, reinvesting in a new property, and having a budget for improvements, all while enjoying the capital growth of that new property immediately. Guess what? There is
As an investor, it’s important to work with someone who has your best interests in mind. That’s where an Accredited Investment Fiduciary® (AIF®) comes in. An AIF® is a financial professional who has undergone specialized training in fiduciary responsibility and
What Is an Automatic Savings Plan (ASP)? This is a cornerstone idea for those that have a deliberate and controllable trajectory in retirement. It’s as simple as, if I want to do “x” in retirement, I need to save “y”
Why Real Estate: Time travel – several of the projects and existing real estate ideas we have access to formed early last year. As a result, they have locked in lending rates in the mid to low 3%s. Well below
Mezzanine debt refers to a type of financing that lies between traditional senior debt (such as bank loans) and equity in the capital structure of a company. It represents a form of subordinated debt that combines features of both debt
Financial problems are one of the most cited causes of divorce and crafting a Divorce Financial Plan can be your best opportunity for a new start. The compounding stresses of money management and home economics can act as an accelerant for
Selling and buying a home is full of fees, expenses, and individual line items that can confuse the process and generate much of the closing paperwork. When selling or purchasing an investment property in a 1031 exchange process, certain selling
Delaware Statutory Trust Pros: As an income source: DSTs are popular with people in general who wish to develop some diversity in their investment portfolio by introducing some real estate components. People like being able to count on the specific
When it comes to managing retirement income, the Guyton-Klinger guardrails method stands out as a robust strategy, offering a dynamic approach to withdrawals that adjusts based on market performance. Unlike static withdrawal strategies, such as the 4% rule, the Guyton-Klinger
Delaware Statutory Trusts (DSTs) are extremely popular with 1031 exchange investors. In addition to the tax mitigation aspects of the 1031 itself, they allow investors to diversify the make-up of an investment portfolio, access new buildings and investment types, and
Commingling and conversion in real estate are two important concepts to understand. Commingling involves mixing funds together, while conversion occurs when funds are used for a different purpose than originally intended. For instance, if you’re a landlord and you deposit
Don’t Discard your Strategy During a Recession We own stocks for a very deliberate reason. These equities are inflation resistant, generate cash, and the good companies grow at a rate faster than the economy they are a part of. They
