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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.   |
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
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
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. |
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
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. |
Commercial Investment Real Estate
Sep/Oct 2006
Jennifer Norbut |
TIC Talk A commercial real estate expert takes time out to discuss tenancy-in-common strategies. |
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. |
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 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. |
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. |
Commercial Investment Real Estate
Nov/Dec 2005
Stephen A. Wayner |
Contract Exchanges When attempting to navigate the path that leads to successful 1031 exchanges for pre-construction condominium contracts, commercial real estate professionals and investors should seek legal and tax counsel on their transactions. |
National Real Estate Investor
May 1, 2005
Todd R. Pajonas |
Five Misconceptions of 1031 Exchanges The five biggest misconceptions that cause real estate investors to miss out on the advantages and the tax savings afforded by structuring their transactions as an exchange. |
Real Estate Portfolio
Nov/Dec 2004
Phillip Britt |
Another Avenue Unlisted REITs offer satisfaction for some investors. |
Financial Advisor
March 2005
Marla Brill |
Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help. |
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. |
Financial Planning
May 1, 2013
Jim Grote |
How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership. |
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. |
Financial Advisor
January 2007
Gail Liberman |
Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property. |
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. |
National Real Estate Investor
January 1, 2003
Mike Fickes |
1031 Exchanges Do More Than Save Taxes In a 1031 exchange, owners defer the capital gains tax they typically pay in a property sale. This article discusses strategies and pitfalls. |
Commercial Investment Real Estate
Mar/Apr 2005
Gretchen Pienta |
The Private Investment Pool Commercial real estate professionals help private investors dive into this growing market. |
Commercial Investment Real Estate
Mar/Apr 2015
Sara Drummond |
Commercial Real Estate Crowdfunding Find out how it really works. |
Commercial Investment Real Estate
Sep/Oct 2008
Eugene A. Trowbridge |
Group Investment Insights A survey of Certified Commercial Investment Members reveals the latest trends in syndication management. |
Financial Planning
April 1, 2012
Reed et al. |
Hot Topics Most nonindependent advisors see greater shift to RIA model... Investing in TICs? Proceed with caution ... Advisory fees inch up, at least on the high end... |
Commercial Investment Real Estate
Nov/Dec 2015
O'Donnell & Rubin |
1031 Exchanges Every investor can use this reinvestment tool. |
Commercial Investment Real Estate
Sep/Oct 2013
Jeff Rauth |
Follow the Money What are today's most financeable deals? Several market forces currently at work foretell a stronger lending environment in the next 12 to 18 months. |
Real Estate Portfolio
Sep/Oct 2003 |
International Tax Treatment of REITS A comparison of how REITs are treated in the US, Australia, Brazil, Canada, the EU, Asia, and elsewhere. |
National Real Estate Investor
November 1, 2002
Beth Mattson-Teig |
A Closer Look Corporate chicanery, missed earnings and a slow, painful economic recovery have forced net lease professionals to question the creditworthiness of potential clients like never before. |
Commercial Investment Real Estate
Sep/Oct 2012
Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. |
Financial Planning
October 1, 2005
Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? |
Real Estate Portfolio
Special Issue 2005 |
Tax Treatment of REITs This global REIT chart compares general characteristics of REITs and REIT-type vehicles around the globe: Australia... Belgium... Brazil... France... etc. |
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. |
CFO
February 1, 2005
Ronald Fink |
Finders Keepers The SEC is hearing new demands to make it easier for small companies to raise capital. |
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. |
Registered Rep.
October 20, 2006 |
Growing Pains AS tenant-in-common properties continue to flood the market, the industry is clearly working to boost demand for its product. One goal is to bring more licensed broker/dealers to the table. Another option is to broaden the target client base. |
Financial Advisor
July 2004 |
Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc. |
On Wall Street
January 1, 2011
Alan J. Foxman |
Keeping Current Investment advisors write in for some advice concerning state and federal regulations. |
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. |
Investment Advisor
June 2006
Seth Pearson |
Soapbox: The Next Investment Scandal? The IRS issued guidelines on 1031 exchanges to tenants-in-common properties (TIC) in 2002. Since then, billions of dollars have poured into investments loaded with promoter fees and compensation that may eventually reach or exceed one-half of an investor's contributions. |
The Motley Fool
August 5, 2005 |
A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy. |
Real Estate Portfolio
May/Jun 2006
Michael Fickes |
$1 Trillion Milestone Commercial real estate debt and equity securities now exceed $1 trillion. What does that mean? How did securitized commercial real estate grow so large? |
National Real Estate Investor
April 1, 2006
Joe Gose |
Private Equity's Buying Binge Real estate private equity funds are on a frantic hunt for inefficiency. Bursting with cash and acutely aware that a storied 13-year real estate run is long in the tooth, the funds are snatching up what they consider to be undervalued properties and real estate companies. |
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
Mar/Apr 2002
Martin Sinderman |
Q&A with Peter Baccile Peter E. Baccile, managing director, global head of JP Morgan Securities, Inc.'s Real Estate & Lodging Investment Banking Group, shares his thoughts on the capital markets for publicly traded real estate and the industry as a whole... |
National Real Estate Investor
September 1, 2005
Matt Hudgins |
Taking The Law Into Many Hands With bidding wars for properties and grass-roots resistance to new construction growing in many communities, real estate companies are asking attorneys not only for standard legal guidance, but also for help in a few areas outside their traditional purview. |
National Real Estate Investor
June 1, 2005
Matt Hudgins |
Sounding the Alarm Bell on CMBS Lending The capital pouring into commercial real estate isn't limited to conduit loans, but the industry at large can't afford to ignore changes in CMBS standards because securitization has evolved to influence nearly all commercial real estate lending. |
Commercial Investment Real Estate
Mar/Apr 2004
Norman Miller |
Assessing Risk To deal with risk effectively, investors must know how to determine and manage its causes, as well as how to mitigate problems or shift risk to third parties, such as other brokers, sellers, tenants, or insurance companies. |
Commercial Investment Real Estate
Jul/Aug 2003
John Mangham |
Partnerships Can Use These Methods to Protect 1031 Gains Property owners wishing to dispose of appreciated assets often use Internal Revenue Code Section 1031 exchanges to defer capital gains taxes. However, partnerships wishing to execute exchanges face unique challenges, particularly when individuals in the partnership have diverging investment goals or want to cash out. |
Financial Advisor
April 2004
Tracey Longo |
Wanted: Real Disclosure Rules on brokers compensation disclosure are changing---but slowly. |
