In the last 35 years, no one’s equity has grown at a faster rate than the couple I call “Mark and Sharon.” They each had more than 20 years of working for other people’s benefit before I met them. She is a doctor, and he had a command position within a major fire department. For…
One of the most important questions all real estate investors should ask themselves is, “What is my long-term strategy?” In the case of Delaware Statutory Trust (DST) investors, exit strategies come into play once the investment period has concluded, or gone “Full Cycle”. Full Cycle is a term used to describe a DST property that…
When it comes to real estate, one of the last things investors want to consider is taxes. But unfortunately, it doesn’t matter what kind of investor you are; whenever there is profit, the IRS will come knocking for a piece of that profit. Being a real estate investor gives you a unique opportunity to save…
Wealthy people have three ways to deal with the transfer of wealth to their heirs. Some don’t plan at all. Some attempt to influence or control how the next generation will act. A smaller number intentionally prepare their heirs to manage their inheritance wisely. Here’s a look at all three ways. Some Leave It Up…
Investment firms have taken over the management and control of retirement funds. This transition has caused thousands of people’s retirement plans to be switched from safety and guarantees, to risky and unpredictable stock market investments. When people direct their money into a 401K or IRA that is managed by a broker or plan administrator without…
Many real estate investors are transitioning from multifamily investments to commercial and NNN investments. Why are they doing this? Because they are tired of dealing with the day-to-day challenges of managing residential properties. This pace has accelerated over the last two years as residential tenants have been unable or unwilling to pay rent as a…
A Limited Liability Company (LLC) is designed to protect your assets from lawsuit liabilities. A Living Trust is designed to preserve your assets from unnecessary taxes, probate, and court control of your estate when you die or if you become incapacitated. The LLC is a corporate entity featuring liability protection for its owner(s), much like…
What are the signs of inflation, key benchmarks? A survey conducted in March of 2021 found that over three quarters of Americans are concerned about inflation. Not surprisingly, younger Americans who have not yet reached their peak earning years were most worried; the primary reasoning being they are still renters and don’t own a home…
Investment property owners have many considerations when estate planning. The financial and lifestyle objectives of investment real estate owners change as they enter new chapters of life. Many of the property owners we work with no longer want to spend time managing tenants, addressing new regulatory issues and paying for large capital projects. What they…
A version of this article first appeared on September 11, 2021 in the Stansberry Digest (Master Series), published by Stansberry & Associates Investment Research, an independent investment research firm. You can visit them at www.stansberryresearch.com. Three Rules to Making Money in Real Estate is continued from last month. Second Rule: Always Understand What’s Happening…