by Asset Strategy | Sep 5, 2023 | Real Estate
In our last article, we discussed the 1031 “like-kind” exchange, how it works, and what its benefits and limitations are. We briefly introduced Delaware Statutory Trusts, also known as DSTs, as an option to utilize as a qualified like-kind exchange for a recently sold...
by Asset Strategy | Aug 7, 2023 | Investing, Real Estate
At the most basic level, a real estate investment trust is a company that owns, operates, or finances income-generating real estate.[1] They allow people to invest in a trust that then purchases a direct ownership stake in real estate properties. The investor then has...
by Asset Strategy | Aug 1, 2023 | Investing, Real Estate
In our last article, we discussed what considerations to be aware of when purchasing a new property with the proceeds of your relinquished property. We also mentioned how you have more options than you think for engaging in purchasing a new property to continue the...
by Asset Strategy | Jul 10, 2023 | Financial Planning, Real Estate, Retirement Planning
There’s a chance that an individual may find themselves in a circumstance where they possess significant wealth in their house but lack sufficient cash in their bank account. Over the years, as you’ve been paying off your mortgage, the equity in your...
by Asset Strategy | Jul 6, 2023 | Real Estate
In our last article, we discussed the considerations of selling a property. In this article, we will explore how the expected benefits of selling should outweigh these costs, considering various goals such as downsizing to a new residential property and improving...
by Asset Strategy | Jun 28, 2023 | Real Estate, Taxes & Tax Planning
Capital gains tax looks at the positive difference between an asset’s sale price and its original purchase price or cost basis. This type of tax is highly relevant to real estate transactions as properties often appreciate over time, potentially leading to...
