26 Search Results: 1031

1031 Exchanges: The Ultimate Guide
Articles / Tax Deferral/Mitigation Strategies

1031 Exchange: The Ultimate Guide ...

Published: Nov 28th, 2017 - Popularity: 1 views
1031 Tax Exchange DOs and DON`Ts
Articles / 1031 Exchange

Do: Utilize a Qualified Intermediary to handle your exchange proceeds. If you take possession (constructive receipt) of the proceeds from the sale of your property, this will forfeit your ability to complete a 1031 exchange. A Qualified Intermediary is a company set up to handle the transfer and close of 1031 exchange funds so that investors do not take constructive receipt. Do: Contract with a Qualified Intermediary that is both experienced and bonded. The QI must be able to handle your...

Published: Sep 22nd, 2010 - Popularity: 462 views
Capital Gains Tax Solutions Summary
Articles / Tax Deferral/Mitigation Strategies

This section serves the needs of investors who face any capital gains tax situation--"regardless of whether it is the result of the sale of property or a business, the maturity of the principal on a note, a large sale of stock, or even certain debt forgiveness situations. Capital Gains Tax Worksheet and Example: This worksheet allows an investor to calculate their potential capital gains taxes on a particular transaction--whether real estate or otherwise. We would be happy to provide you ...

...equest. Please email clientservices@jrwinvestments.com or call (877) 579-1031. 1031 Real Estate Exchange: The 1031 real estate exchange is a tax-deferral strategy appli...

Published: Sep 22nd, 2010 - Popularity: 940 views
Introduction to the 1031 Exchange
Articles / 1031 Exchange

1. Guidelines to Qualify for a 1031 Exchange 2. Which Properties Qualify for a 1031 Exchange? 3. Utilizing a Qualified Intermediary (QI) 4. Replacement Property Identification Guidelines 5. Putting It All Together: How a Typical 1031 Exchange Works 6. Other Considerations 7. Inheritance Benefits - A Step Up in Basis Investors preparing for the sale of a property held for business or investment purposes should consider a 1031 exchange. Section 1031 of the Internal Revenue...

Published: Aug 10th, 2011 - Popularity: 1132 views
Introduction to the 721 Exchange
Articles / 721 Exchange

1. Benefits of a 721 Exchange 2. Qualification for a 721 Exchange 3. Putting it All Together: How a 721 Exchange Works 4. End of the 1031 Exchange Road Investors seeking to defer capital gains taxes while increasing diversification in real estate should consider utilizing a 721 exchange. Section 721 of the Internal Revenue Code allows an investor to exchange property held for investment or business purposes for shares in a Real Estate Investment Trust (REIT) without triggering a tax...

Published: Nov 11th, 2011 - Popularity: 1815 views
1031 Exchange Property Identification Rules
Q & A / 1031 Exchange

In order to successfully defer capital gains taxes using a 1031 exchange, an investor must identify potential replacement properties, in writing, by midnight of the 45 th calendar day after the close of escrow on the relinquished property. If the IRS requirements concerning property identification and receipt are not met, the transaction will be recognized as a taxable sale rather than a tax-deferred exchange. Here is what you need to know. [If you are looking for property, you can fill out t...

Published: May 2nd, 2017 - Popularity: 318 views
Introduction to the 1033 Exchange
Articles / 1033 Exchange

  1. Guidelines to Qualify for a 1033 Exchange 2. Recommendations If an investor is required to relinquish their property through a "forced conversion," the IRS provides an opportunity to defer capital gains taxes through the exercise of a 1033 exchange. Forced conversion occurs when a taxpayer's property is reclaimed by eminent domain, condemned, or disposed of under threat of condemnation by a government or a quasi- government agency and the taxpayer receives payment in the form o...

...ed conversion. Guidelines to Qualify for a 1033 Exchange Similar to a 1031 exchange, 1033 guidelines require an investor to reinvest proceeds from a forced conversion int...

Published: Nov 11th, 2011 - Popularity: 468 views
Real Estate Ownership Types: Know Your Collateral and Rights
Articles / Ownership Types

1. Fee Simple: Outright Property Ownership 2. Leased Fee: Land Ownership 3. Leasehold Interest: Improvements and Land-Use Ownership 4. Recommended Ownership Types It is essential that investors know exactly what they own when purchasing real estate. For instance, if investors are considering the purchase of a property with McDonald's as the tenant, are they buying both the land and the building, just the ground under the building, or only limited rights to the building without owner...

... in length (including available renewal options) in order to qualify for a 1031 exchange purchase. It is advisable to keep this in mind not only for the original purchase but ...

Published: Nov 11th, 2011 - Popularity: 2288 views
Our Investment Distinctives
Articles / Principles of Wealth Management

The following paragraphs highlight some of the most important characteristics of JRW that set us apart from the market and that drive us to be a valuable resource for our clients.   Individually Customized Investment Solutions We provide truly customized investment solutions for each of our clients. We reject the prevalent trend of placing clients into generalized categories or investment "buckets" to attempt to streamline investment recommendations. We tailor our recommendations...

...hether we are customizing a real estate transaction to address a client's 1031 tax-deferred exchange or constructing a client's portfolio of strategic investments for divers...

Published: Jul 12th, 2012 - Popularity: 1971 views
Introduction to Tax Write-Offs and Credits
Articles / Tax Write Offs / Credits

1. Tax Write-Offs 2. Tax Credits 3. The Tradeoffs of Tax Write-Offs and Credits For investors facing significant capital gains or income taxes, write-off and tax credit investments provide methods to reduce or eliminate tax exposure. As opposed to deferring taxes with the 1031 exchange, 721 exchange, and Deferred Sales Trust , write-off and tax credit investments can cancel out the taxes owed. While tax write-off and tax credit investments provide significant tax benefits, it is impo...

Published: Sep 22nd, 2010 - Popularity: 5167 views
Nifty Population Growth Mapping Tool
Blog / Macroeconomics

I have recently discovered a very useful population/demographic mapping tool that visually displays the areas of population growth and decline all the way down to the census tract level. The information tracks the net changes over a 10 year period, from 2000-2010, and will be very helpful for us as we review demographic trends that affect the investments we track and analyze. The data will also be of assistance to the latest company we have launched, ExchangeRight Real Estate. ExchangeRight act...

...ngeRight actively acquires net-leased real estate all over the country for 1031 investors and is targeting stable or growing infill and metro areas. This tool may help us bett...

Published: Sep 5th, 2012 - Popularity: 54 views
Real Estate Investment Structures
Articles / Investment Real Estate

1. Sole-Ownership 2. Tenant-In-Common Ownership 3. Delaware Statutory Trust Ownership 4. Real Estate Investment Trust 5. Real Estate Funds (LLC or LP Structures) Real estate ownership is often thought of only in the context of owning an entire building or portfolio of buildings outright. Sole-ownership, however, is only one of the multiple investment structures that accommodate real estate ownership and investment participation. Investors are able to utilize many different types...

...structured properly, sole-ownership investment real estate qualifies for a 1031, 1033, or 721 tax-deferred exchange. The benefit and burden of sole-ownership property is direc...

Published: Nov 11th, 2011 - Popularity: 1692 views
Introduction to Investment Grade Long-Term Net-Leased Property
Articles / Net Lease

What Are Investment Grade, Long-Term Net-Leased Properties? Benefits of Investment Grade, Long-Term Net-Leases Drawbacks of Investment Grade, Long-Term Net-Leases Other Considerations of Long-Term Net-Leases This article was originally written during one of the most tumultuous and difficult economic times throughout our nation's history. Though many economists are calling for a recovery, we believe that the market is headed for more trouble throughout the next several years. Both...

...d real estate if they are selling their real estate now and considering a 1031 , 1033 , or 721 exchange . For clients diversifying a portion of their portfolio for wealth m...

Published: Nov 11th, 2011 - Popularity: 1300 views
Deferred Sales Trust Introduction
Articles / Deferred Sales Trust

1. What is a Deferred Sales Trust? 2. How Does a Deferred Sales Trust Work? 3. Guidelines for the Deferred Sales Trust to Qualify 4. Failed Exchange Rescue 5. Other Considerations If you are considering the sale of a business, corporation, or investment real estate, you may face capital gains taxes associated with the sale. For the investor who does not want to continue holding investment property or remain in the same business, a Deferred Sales Trust should be considered. A...

...ty to rescue an investor from capital gains taxes in the event of a failed 1031 or 721 exchange. In the case of a 1031 or 721 transaction, the investor's sale proceeds from th...

Published: Nov 11th, 2011 - Popularity: 59407 views
What is a Real Estate Investment Trust (REIT)?
Articles / Real Estate

A Real Estate Investment Trust is a corporation that exists for the purpose of acquiring, managing, and selling real estate for the benefit of shareholders. REITs are one of the primary types of investment structures for clients who desire to participate in the potential for income and capital appreciation supported by commercial real estate. This article will help you understand the structure and operations of REITs, the potential benefits and risks of REITs as investments, and the way ...

...shareholders to defer taxes on current income. REITs do not qualify for a 1031 exchange unless an UPREIT structure is utilized. The total return of a REIT is comprised of...

Published: Feb 20th, 2013 - Popularity: 667 views
Wile E. Coyote, the Road Runner, and the Cliff
Articles / Macroeconomics

Why the Feeling of Flying High Will Not Ultimately Overcome the Consequences of Gravity General Motors emerged from bankruptcy with one of the largest initial public offerings of all time, this November. This impressive show of investor optimism was heralded as just another indication that the economy turned around and that the U.S. is free and clear from recession. On the other hand, only weeks prior to the GM IPO, the Fed announced a second round of massive credit expansion (Quantitative Eas...

...the insert attached to this letter or feel free to contact us at (626) 564-1031 ext. 112 or via email at clientservices@jrwinvestments.com . JRW News and Updates The...

Published: Dec 6th, 2010 - Popularity: 394 views
Dancing On The Edge Of A Cliff
Articles / Macroeconomics

As many of our clients have some level of exposure to the stock market, I am writing to all clients to warn of a potential market fall in the near term. I do not pretend to be a great "trader" or "market timer," but several indicators of extreme optimism are converging at the same time that usually accompany important market tops. Put another way...watch out below! Given the underlying weak fundamentals of the economy and the short-term technical extremes that are present, downside risk is ver...

...at clientservices@jrwinvestments.com or via her extension at (877) 579-1031 ext. 144 if you would like a copy of the last newsletter.) In summary, the total money supply ...

Published: May 1st, 2010 - Popularity: 112 views
Dancing--Nay, Sliding Down the Edge of a Cliff
Articles / Macroeconomics

Before jumping into the content of this current newsletter, I would like to make a couple of important points regarding the stock market warnings in our last letter. In early May, I warned of a large market fall--right before one of the most significant single stock market drops in history. First, with respect to the timing, I certainly would love to claim genius or ownership over some proprietary market-timing crystal ball; however, it was simply a bit of luck and eerie timing. Though I did a...

...is week (Raymond and Stephen). We have had an influx of clients who are in 1031 exchanges (in excess of $18M in just under 3 months) and we continue to assist clients in placi...

Published: Jun 27th, 2010 - Popularity: 145 views
Finding Value in a World of Misdirected Liquidity
Articles / Macroeconomics

The issue with writing a newsletter rooted in the common sense of value investing is that though the circumstances of our economic landscape are ever adjusting, the long-proven principles of wealth management do not change. Thus, in "frothier" times such as these, common sense becomes less common and can begin to be viewed as passe by the readership. Human nature inherently ebbs and flows with the misdirected exuberance and despair of the crowd (herd mentality). Moreover, human nature is restle...

... more coming down the pipeline. We continue to facilitate alarge number of 1031 and 1033 exchanges, and we have been blessed with many of your referrals to clients looking for...

Published: Jun 6th, 2011 - Popularity: 100 views
Primary Types of Single-Tenant Net-Leased Properties
Articles / Asset Classes

1. Necessity Retail 2. Fast Food Restaurants 3. Dollar Stores/Discount Retailers 4. Gas Stations 5. Business/Communications 6. Vehicle Repair/Parts 7. Casual and Budget Dining 8. Investment-Grade NNN Office 9. Updated Property Providers and Tenant List This article provides a general description of the primary types of single-tenant triple-net assets investors encounter in the market and outlines a road map of the trade-offs of each asset type. These are general guide...

...nge over time. Whether you are looking for a NNN investment to complete a 1031 exchange or simply to build a longer-term stable income portfolio, it is important to choose th...

Published: Nov 11th, 2011 - Popularity: 6883 views
Q&A: Australia & China to Stop Using the US Dollar in Trade? How Will Business be Affected?
Q & A / Currencies

Question Australia & China to Stop Using the US Dollar in Trade? How Will Business be Affected? I recently read that China & Australia are going to be using the Yuan as their trade currency instead of the US Dollar. Migration away from the US dollar as a global currency seems to be trending right now. As a small business owner with clients who transact commerce both domestically and internationally, should I be concerned? What can I do to shore up against a weakening US dollar? A...

...ay be suitable for your particular needs and goals, please call (877) 579-1031 or email clientservices@jrwinvestments.com . ...

Published: May 5th, 2013 - Popularity: 3366 views
Interim Cliff Diving Report
Articles / Macroeconomics

This letter will be quite a bit shorter than most. There is not too much to add to the mid-to-longer-term analysis of my former letter, and much of what I forecasted in the short term has come to pass. It is my hope to simply throw a quick warning flag out there as certain markets are showing record or near-record readings of optimistic sentiment and as my shorter-term views are coming to the potential close that I outlined. In this letter, I will very briefly cover many of the markets that I ...

...mail at jungerecht@jrwinvestments.com or via my office line at (626) 564-1031 ext. 112. Best Regards, Joshua Ungerecht CEO and Chief Investment Officer ...

Published: Sep 29th, 2010 - Popularity: 99 views
Real Estate Investment Solutions
Articles / Investment Real Estate

Whether a client's real estate purchase is motivated by tax deferral or real estate diversification, the benefit from this section is its focus on the fundamentals of real estate analysis, investment, and ownership. This section will equip investors with the essential aspects of investment real estate and help them identify the types of investments that are right for their particular needs and objectives. Real Estate Ownership Types :  This article addresses the three most common forms...

...te ownership. Each investment structure is broken down in detail regarding 1031, 721, and 1033 exchange compatibility, diversification potential, control, minimum required inv...

Published: May 24th, 2012 - Popularity: 1185 views
Real Estate Investment Solutions Summary
Articles / Investment Real Estate

Whether a client's real estate purchase is motivated by tax deferral or real estate diversification, the benefit from this section is its focus on the fundamentals of real estate analysis, investment, and ownership. This section will equip investors with the essential aspects of investment real estate and help them identify the types of investments that are right for their particular needs and objectives. Real Estate Ownership Types: This article addresses the three most common forms of ...

...te ownership. Each investment structure is broken down in detail regarding 1031, 721, and 1033 exchange compatibility, diversification potential, control, minimum required inv...

Published: Nov 11th, 2011 - Popularity: 203 views
Spring REISA 2013 and ExchangeRight Update
Blog / Miscellaneous

JRW Investments, Inc. will be attending the Spring REISA conference for 2013 in San Diego this weekend through the early part of next week. REISA stands for the Real Estate Investment Securities Association, and is one of the larger trade associations educating and serving the needs of approximately 20,000 professionals and their clients who operate in the real estate and alternative investment industry. One of REISA's primary missions is to serve investors by educating industry representa...

...de three Net-Leased Portfolios totaling more than $28 Million in value for 1031, 1033, and income-seeking clients. We are currently working on the acquisitions for Net-Leased ...

Published: Apr 13th, 2013 - Popularity: 187 views
Understanding the Capital Stack and How It Affects Your Investments
Articles / Principles of Wealth Management

Understanding an investment's place in the "capital stack" is one of the most important aspects of due diligence an investor must complete prior to making any investment. The "capital stack" refers to the legal organization of all of the capital placed into a company or secured by an asset through investment or borrowing. The capital stack determines who has legal rights to certain assets and income, who receives priority of payment in the event of an uncured default, and in which order each pa...

...wner's to enjoy. At this point, the equity owner could elect to complete a 1031 exchange and entirely shelter the capital gains ($150,000) from taxes—a savings of approx...

Published: Feb 14th, 2013 - Popularity: 21909 views