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Financial Planning
January 1, 2005
Rebecca McReynolds |
TIC-Tac-Toe Tenancy-in-common (TIC) exchanges are a winning strategy to help clients sell highly appreciated real estate without paying tax on the capital gains.   |
BusinessWeek
February 13, 2006
Peter Coy |
Getting A Slice Of The Commercial Market Unusual property plays may look promising, but beware the high fees and lack of liquidity. |
Commercial Investment Real Estate
Mar/Apr 2006
Beth Mattson-Teig |
Hands-Free Investments Non-direct real estate investment choices run the gamut from tenancy-in-common interests and real estate investment trusts to net-lease properties and mutual funds. Today's commercial real estate clients seek high-quality, no-hassle deals. |
Investment Advisor
July 2006 |
LETTERS: Ticked Off About TIC The Next Investment Scandal contains several inaccuracies and overstatements about the TIC (tenants-in-common) industry... Corrections: In the June 2005 Broker/Dealer directory we omitted Raymond James Financial Services... etc. |
National Real Estate Investor
March 1, 2003
Beth Mattson-Teig |
A 1031 Exchange Vehicle for Small Investors Investors have long used 1031 Exchange deals to defer taxes when swapping old properties for new ones in their portfolios. Now, thanks to a 2002 Internal Revenue Service ruling, the pool of commercial properties has expanded greatly for small investors. |
Registered Rep.
February 1, 2006
Jennifer Popovec |
Getting Real About Real Estate Savvy retail advisors are moving their clients beyond listed REITs and into nontraditional real estate investments like "private" REITs and tenant-in-common programs (TICs), which, because they don't trade, aren't volatile and offer attractive yields. |
National Real Estate Investor
June 1, 2005
Joe Gose |
Riding the TIC Wave Virtually non-existent only a few years ago, the tenant-in-common structure has become the hottest investment vehicle in real estate. |
National Real Estate Investor
November 1, 2005
Beth Mattson-Teig |
Bidding Wars Raise Stakes The burgeoning 1031 exchange market attracts a wide range of investors, from corporations and real estate investment trusts to individuals selling condos or other rental properties. But deferring capital gains taxes can lead to costly mistakes. |
Commercial Investment Real Estate
Jan/Feb 2005
Ronald L. Raitz |
The ABCs of TICs TIC deals offer individual investors the opportunity to pool funds, secure more financing, and take on ownership interests without property management headaches. Learn the fundamentals of this 1031 exchange strategy. |
National Real Estate Investor
October 1, 2005
Scott Farb |
Public vs. Private REITs Here is an in-depth look at the realities of REITs themselves and the economics of a potential investment. |
The Motley Fool
April 26, 2004
Selena Maranjian |
What Are REITs? The popularity of real estate investment trusts has increased in recent years, as people have discovered this way to invest in real estate without actually buying any. |
Real Estate Portfolio
Special Issue 2005
Christopher Bechard |
Foreign Investment in Real Estate is AFIRE An interview with the CEO of the Association of Foreign Investment in Real Estate (AFIRE) on the current state of foreign investment in U.S. real estate and REITs, as well as what we can expect in the future. |
The Motley Fool
May 9, 2006 |
What Are REITs? Want some fat dividends? Learn about Real Estate Investment Trusts and what they offer. |
Financial Advisor
September 2006 |
Gaining Ground Investors are clamoring for Tenant-in-Common 1031 exchange private placement deals. Part of the demand is being driven by retiring baby boomers unloading headaches associated with investment real estate and seeking to defer capital gains taxes, sponsors say. |
Financial Planning
December 1, 2012
Donald Jay Korn |
Hot Swap: Property Exchanges for Retiring Baby Boomers As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments. |
Commercial Investment Real Estate
Nov/Dec 2006
McCready et al. |
A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral. |
Commercial Investment Real Estate
Nov/Dec 2005
Chuck Wise |
End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help. |
Financial Advisor
November 2004
Alan Lavine |
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s. |
Financial Planning
November 1, 2011
John F. Wasik |
Unlisted REITs: Caveat Emptor In an investment world awash with plain vanilla offerings and obscure flavors, unlisted REITs are among the most exotic choices. |
National Real Estate Investor
November 1, 2005
Park M. Chapman |
A New Twist on Unlisted REITs The unlisted REIT sector is getting crowded. A field that consisted of just four firms in 2003 is now teeming with more than two dozen -- and the ranks are still swelling even as the capital flow into this sector has slowed. |
Real Estate Portfolio
Nov/Dec 2004 |
Public & Private Real Estate A critical component of REIT investing is understanding the relationship between public and private real estate investments. |
The Motley Fool
August 3, 2006
Selena Maranjian |
Be a Real Estate Tycoon Want to make some money? Consider real estate. Whether buying a property or shares of a real estate investment trust, it's imperative that you do your research. |
Commercial Investment Real Estate
Sep/Oct 2005
Topley & Kinsel |
Oil and Gas Options Fuel 1031 investments with these hot exchange alternatives. Prior to pursuing this option, commercial real estate investors should consult with a professional tax adviser to learn more about this viable replacement property alternative. |
Investment Advisor
November 2005
David J. Huber |
The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble. |
Financial Advisor
May 2005
Gail Liberman |
Understanding Real Estate Exchange Deals Here are some guidelines to help financial advisors assess the value of 1031 real estate exchanges. |
Real Estate Portfolio
Jan/Feb 2003
Steven Roth |
In the Spotlight Once little known, REITs have earned an increasingly prominent role on the financial stage. And the unique ability to own real estate in a liquid, securitized form while receiving dividends and growth will keep them in the spotlight. |
Financial Advisor
June 2010
Gail Liberman |
Private REIT Explosion Regulators are concerned that too many retirees searching for higher dividends may be investing without understanding the risks. |
Financial Advisor
April 2010
Gail Liberman |
Shaky Ground Tenant-in-common 1031 exchanges, private placement deals heavily hyped to financial advisors during the real estate boom, are drawing action by state and federal regulators. |
Commercial Investment Real Estate
Jul/Aug 2006
Richard S. Lehman |
Inbound Investments U.S. commercial real estate professionals should become familiar with the tax benefits available to inbound international real estate investors. |
Registered Rep.
June 1, 2005
David Bodamer |
Duck and Cover Concerns about REITs have some investors swearing off the sector. |
Real Estate Portfolio
Special Issue 2005
Steve Bergsman |
Investing in the Global Market As REITs go global, are investors ready to go with them? |
Entrepreneur
August 2006
Jennifer Pellet |
Trading Up A Section 1031 exchange allows you to sell a property used for business or investment and reinvest your gains in a second property - also used for business or investment - without paying taxes on your profit. |
Registered Rep.
May 1, 2006
Jennifer Popovec |
All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents. |
Real Estate Portfolio
May/Jun 2001
Jack McAllister |
On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks... |
Real Estate Portfolio
Jan/Feb 2003 |
For Diversification, It Isn't Home Sweet Home Jack Goodman provides economic and demographic research to the real estate industry through his firm, Hartrey Advisors. Goodman shared his thoughts on the diversification benefits of home ownership versus REITs. |
Investment Advisor
June 2006
Kathleen M. McBride |
Location, Location, Location Ken Heebner's broader definition of real estate can mean opportunity for investors. |
Real Estate Portfolio
Jan/Feb 2004
Christopher M. Wright |
Q&A with Tom Robinson The managing director and co-head of real estate investment banking at Legg Mason Wood Walker shares his thoughts on the capital markets and the real estate industry as a whole. |
Commercial Investment Real Estate
Jan/Feb 2006
Howard Kass |
Splitting Heirs Investors should be aware of how to determine a tenancy-in-common investment's basis, particularly when managing their estates. Careful pre- and post-death estate planning can minimize taxes significantly and facilitate smooth wealth transfer to TIC investment heirs. |
Real Estate Portfolio
Jan/Feb 2001
Michael Fickes |
A Continental Flair Founded just over a year ago in November, 1999, Amsterdam-based EPRA has so far attracted 78 members, established the first real time index of public real estate companies across Europe, and laid a foundation for promoting a pan-European public real estate industry... |
Real Estate Portfolio
Sep/Oct 2002
Jack McAllister |
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
Commercial Investment Real Estate
Mar/Apr 2003
Gretchen Pienta |
Building a Powerful Portfolio Learn which commercial real estate vehicle provides a strong foundation for your clients' investments. |
Commercial Investment Real Estate
Sep/Oct 2006
Scott Farb |
Top-Level Transactions U.S. real estate investment trusts and REIT-like structures worldwide are taking advantage of a highly charged environment to diversify and grow their portfolios. How long will this climate continue? |
Investment Advisor
September 2006
Elizabeth D. Festa |
Retirement Planning: Retirement Advisor Profile The need to reallocate investment funds in portfolios after the tech bust has driven pension funds and other institutional investors to acquire more real estate because of its specific benefits. |
Registered Rep.
November 1, 2002
Sam Jaffe |
The Aging REIT Craze Are we in the midst of a REIT bubble that, much like the dot-com bubble before it, is bound to pop? |
Financial Advisor
March 2005
Dorothy Hinchcliff |
A New Investment Frontier For financial advisors, international commercial real estate may be another way to diversity portfolios. REITs will broaden the shareholder base in global real estate and make it easier for smaller players to invest. |
Real Estate Portfolio
Jan/Feb 2006
R. Scot Sellers |
Reaching New Heights in 2006 REITs will post their sixth-consecutive positive year, outperforming the S&P 500 Index as well as many other well-recognized indices. |
Real Estate Portfolio
Nov/Dec 2004
Matthew Bechard |
Something Special REITs have come a long way as both an industry and an investment since 1960. But the best may be yet to come. |
Financial Planning
May 1, 2012
Ann Marsh |
Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides. |
Commercial Investment Real Estate
Mar/Apr 2004
Ronald L. Raitz |
Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely. |
