9 Search Results: delaware statutory trust

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...

Published: Nov 11th, 2011 - Popularity: 1231 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...

... Inventory or stock in trade Stocks, bonds, or notes Other securities or debt [2] NOTE: Delaware Statutory Trust and Tenant-in-Common interests do qualify and are not a part of these ...

... in trade Stocks, bonds, or notes Other securities or debt [2] NOTE: Delaware Statutory Trust and Tenant-in-Common interests do qualify and are not a part of these ...

... Stocks, bonds, or notes Other securities or debt [2] NOTE: Delaware Statutory Trust and Tenant-in-Common interests do qualify and are not a part of these specific ...

...bonds, or notes Other securities or debt [2] NOTE: Delaware Statutory Trust and Tenant-in-Common interests do qualify and are not a part of these specific exclusions...

Published: May 2nd, 2017 - Popularity: 211 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...

Published: Nov 11th, 2011 - Popularity: 47139 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 ...

...n a diversified portfolio of real estate called a " Real Estate Investment Trust (REIT) ". As with the 1031, the client must not take constructive receipt of the sales proceed...

Published: Sep 22nd, 2010 - Popularity: 498 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...

... further flexibility and diversification. For example, the Deferred Sales Trust and the 721 exchange allow investors to defer their capital gains after a sale but diversif...

Published: Sep 22nd, 2010 - Popularity: 404 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: 3733 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: 1458 views
Q&A: What is your assessment of Bitcoin?
Q & A / Currencies

Question What is your assessment of Bitcoin? Are you familiar with Bitcoin? Would you categorize it as a "commodity"? Seems immune to inflation--agree or disagree? Good investment? Way to diversify? Answer Bitcoin is a "digital currency" that was launched in 2008. It is essentially an entirely digital system of transferable units based on cryptography algorithms that controls the expansion and tracking of the units. Bitcoin attempts to create an orderly system in which the "Bitcoins...

...upposedly "back" the currencies. It is only insofar as we, the people, trust or have faith in these pieces of paper or digital units in our bank accounts we call currenci...

Published: May 20th, 2013 - Popularity: 460 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 ...

Published: Feb 20th, 2013 - Popularity: 592 views