Capital Square’s Post

Home REIT shareholders left in limbo as legal troubles threaten capital returns. Oli Creasey CFA. News of a proposed wind-down for the troubled investment trust Home REIT has brought shareholders closer to an exit after a turbulent two years, but legal troubles may hinder the prospect of capital returns. Check out Valeria Martinez's latest article 👇 https://incm.pub/4bJTPrM #investing #assetmanagement #wealthmanagement #finance

Want to 1031 exchange a rental property into a syndication? Read this immediately: In a 1031 exchange, you must swap real estate for real estate, making traditional syndication investments incompatible because you're investing in a partnership, not directly in property. However, there are alternatives: 👉 Delaware Statutory Trust (DST): Approved by the IRS for 1031 exchanges, a DST owns and professionally manages real estate, offering a similar structure to syndications but meeting the 1031 exchange criteria. 👉 Tenant in Common (TIC) Investment: By investing as a TIC, you co-own property directly with the sponsor's Limited Partnership (LP) entity. This setup complies with 1031 exchange rules but can incur high legal fees and compensation limitations for the sponsor, making it less appealing unless you bring substantial capital and the sponsor lacks other options for raising capital. Have questions? Drop them in the comments.👇 #realestate #realestatetax #taxstrategy #taxtips

Just a quick reminder that not only do we close on 1031 Exchange transactions all over Florida BUT we ARE Qualified Intermediaries for 1031 Exchanges. Come see us Advantage Title Group! A 1031 Exchange, named after Section 1031 of the Internal Revenue Code, allows real estate investors to defer paying capital gains taxes when they sell investment property and reinvest the proceeds into another property of equal or greater value. This tax-deferral strategy is widely used to leverage investment gains and grow portfolios without immediate tax consequences, promoting continuity in real estate investments. #1031 #closeontime #realtors #investors

Any inheritance represents more than the value of the underlying asset, for both the benefactor and the beneficiaries. That’s especially true when the inheritance includes a family business, real estate, a collection, or another precious asset. To read the full article by Julio Castro, Wealth & Fiduciary Advisor at Evercore Wealth Management, click here: https://lnkd.in/ea3vJ_Ht

The assisted-living industry has been reshaped by real estate speculators and private equity firms looking to cash in on an aging nation. They were aided by Congress in 2008, when a new law gave investors the ability to hold senior-housing properties in tax-free REITs, while distributing billions of dividends to shareholders with a focus on costsl-cutting and profit margins. Would you want your loved one to be treated this way? #assistedliving #longtermcare https://wapo.st/421btE4

Real Estate investment Trust (REIT) is a investment vehicle and can be useful in monetizing income bearing assets as well as permitting common investors to participate in income and appreciation of real Estate. Next few notes will discuss SEBI regulations of REIT in brief and Income tax implications for Unit Holders of REIT and Business Trust. #realestate #reit #reits

Interested in learning more about Real Estate Investment Trusts (REITs)? Join EisnerAmper and Hunton Andrews Kurth LLP for a webinar on October 30th, as our panelists dive into key tax topics and the latest REIT developments. Register today: https://okt.to/vqFQCl #REITs #RealEstateInvestment #TaxStrategies #Webinar

Schroder European REIT plans 👨💼 September board restructure. Mark Beddy. Jeff O'Dwyer. Schroder European Real Estate investment trust (SERE) is set to review the composition of its board in September this year, with a view to reducing its size from four to three members. Check out Linus Uhlig's latest article 👇 https://incm.pub/4ewceLq #investing #assetmanagement #wealthmanagement #finance

Last year we had our first exit for investors since the pandemic and have three more in the works for the first part of this year. One of my favorite people to listen to is Dr. Kevin Elko and one of his phrases is to "keep chopping wood". The analogy is about cutting down a tree. If it doesn't fall after a few hits from your ax, you keep chopping at the tree. You don't give up until you see the desired results. The exit is why we invest in the private markets and its gratifying to see the results of the team's hard work. #realestateinvestor #privatemarkets #investintexas https://lnkd.in/gzuGQ4jY

A 1031 Delaware Statutory Trust (DST) allows for capital gains tax deferral through investment in real estate. It’s a way to help diversify your portfolio while potentially deferring taxes. At American Alternative Capital, we help connect broker-dealers, RIAs, and family offices with sponsor firms offering 1031 DST investments to accredited investors. Our goal is to help make these opportunities more accessible for your clients. Interested in commercial, residential, or industrial properties? 1031 DSTs could be a fit. For more details and to understand the product benefits and risks, visit https://lnkd.in/g6n-P65e. #AmericanAlternativeCapital #ExpertiseDrivingOpportunity #Opportunity #Connection #AlternativeInvestments #Investments #RealEstate #Finances #DST #DelwareStatutoryTrust #CapitalGains #Investors #Investment