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…
If you own highly appreciated investment property and have considered performing a 1031 Exchange, then you have likely heard about Delaware Statutory Trust (DST) replacement property – you may even have friends that have invested in DSTs. DSTs have been around since 2004; however, they have become increasingly popular with landlords ready to retire from…
After many years of owning and managing a multi-family rental property, you are ready for a lifestyle change and decide to sell your highly appreciated investment property. You know the tax liability from selling your rental property will be substantial. However, you also know that you can avoid paying that high tax bill by completing…
If you are considering a transition from active property management to something more passive, it pays to know your options. A 1031 Exchange can be a great strategy to defer taxes on your relinquished property. Landlord responsibilities on qualifying replacement properties, however, can differ widely depending upon how you own the exchange property. For tax…
Even in the most robust seller’s market, there is one thing that gives an investment property owner pause: capital gains taxes. And as a California investment property owner, your tax liability on the sale of investment property can be substantial – as much as 42.1% – driving many investors to explore tax-deferral strategies like a…