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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.   |
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. |
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
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
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
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
Nov/Dec 2008
C. Grant Conness |
TIC Outlook While the current economy is causing the tenancy-in-common industry to face some adversity and growing pains, there is still hope for the sector's future. By examining the industry's past and present, an industry insider predicts a strong future. |
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. |
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. |
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
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. |
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 2012
Mark Lee Levine |
Nervous TIC Should you be worried about the future of tax-deferred exchanges? |
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. |
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. |
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. |
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
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
May 1, 2006
Donald Jay Korn |
Going Private Rather than pay high prices for publicly traded real estate securities, some advisers prefer private pools. But financial planners must remember that because private real estate deals are risky, they aren't right for every investor. |
Commercial Investment Real Estate
May/Jun 2009
C. Grant Conness |
TIC Tactic A lesser-known 1031 exchange replacement property alternative, the Delaware Statutory Trust structure, currently is growing in popularity among investors. |
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. |
Commercial Investment Real Estate
Nov/Dec 2015
O'Donnell & Rubin |
1031 Exchanges Every investor can use this reinvestment tool. |
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. |
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. |
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
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. |
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 2008
Norbut et al. |
Maneuvering the Market Everyone is focused on the fact that the economy and the credit crisis have slammed the door on commercial real estate transactions, but in the darkness there are a few sliver of light. Discover how three industry sectors are navigating mixed economic signals. |
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. |
Commercial Investment Real Estate
May/Jun 2013
Steven R. Meier |
TIC 2.0 DSTs are the future of 1031 real estate investing. |
Commercial Investment Real Estate
Mar/Apr 2015
Sara Drummond |
Commercial Real Estate Crowdfunding Find out how it really works. |
CFO
May 1, 2005
Don Durfee |
Putting Property First As money continues to pour into corporate real estate, more dealmakers are finding ways to cash in. |
Commercial Investment Real Estate
Jul/Aug 2004
Ronald L. Raitz |
Do your properties meet IRS requirements for 1031 transactions? Inexperienced real estate investors may be surprised to learn that not all properties qualify for Internal Revenue Code Section 1031 tax-deferred exchanges. |
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. |
Real Estate Portfolio
Nov/Dec 2004
Phillip Britt |
Another Avenue Unlisted REITs offer satisfaction for some investors. |
Commercial Investment Real Estate
Mar/Apr 2005
Mittler & Korbin |
Financing Focus: Lenders Talk TICs Investors should be clear on how tenancy-in-common transactions differ from single-investor or entity investment transactions. Understanding this raises the likelihood that a transaction will close with a minimum of cost, time, and frustration. |
Investment Advisor
December 2005 |
Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks. |
Financial Advisor
October 2004
Gregory Bresiger |
Are Big Tax Savings Really Worth the Risk? IRS cracks down on individuals with questionable shelters. Financial advisors warn that many of these strategies are not worth the risk of audit and possible civil and criminal penalties. |
Financial Advisor
September 2006
Bruce W. Fraser |
Have Your REITs Peaked Yet? A new wave of privatizations suggests the REIT market still has legs. |
Entrepreneur
September 2006
Jennifer Pellet |
The Tic Tax Advantage Priced out of the soaring real estate market, but still want a piece of the pie? Real estate investors are turning to tenancies in common, or TICs, for the twin benefits of increased buying power and greater flexibility. |
Financial Advisor
May 2004 |
Frontline News Saving for college costs through 529 plans is a strategy that's gotten a lot of attention from advisors and their clients during the past few years. Lately, however, the investment vehicles are undergoing a different type of scrutiny: investigations by regulators. |
Job Journal
May 30, 2004
Rich Heintz |
The Rush to Be a Realtor Pitching property takes a personable, patient and persistent personality. For more information on careers in real estate, visit the web sites at the end of this article. |
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. |
Financial Planning
May 1, 2013
Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
Real Estate Portfolio
Mar/Apr 2006
Steve Bergsman |
Value Proposition The rise in REIT acquisitions raises the question of where the true value of real estate lies. |
National Real Estate Investor
April 1, 2006
Jennifer Popovec |
Leaving Their Comfort Zone Enticed by commercial real estate's healthy returns over the past several years, institutional investors continue to plow increasing sums of capital into an assortment of property markets, but with a new international twist. |
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. |
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
February 1, 2003
Mike Fickes |
Pension Funds Plan to Plow $14B into Real Estate in 2003 Occupancy may be down and sale prices high in many property types, but pension funds have big plans for buying commercial real estate in 2003. |
