#real estate

6 articles found

Qualified Opportunity Zone Investing: Tax Advantage
#tax strategy#alternative investments#real estate

Qualified Opportunity Zone Investing: Tax Advantage

Opportunity Zone rules for 2026 and 2027: the Dec 31, 2026 tax bill, the new five-year deferral, 180-day timing, fund tests, and worked tax math.

Jan 27, 202613 min read
Capital Gains Tax Strategies for 2026: Brackets, Timing, and the Rules That Changed
#tax planning#capital gains#investing

Capital Gains Tax Strategies for 2026: Brackets, Timing, and the Rules That Changed

2026 capital gains brackets and NIIT, worked examples of timing sales, gifting stock under the new charitable rules, and why 2026 is odd for Opportunity Zones.

Jan 26, 20269 min read
Private Real Estate Funds: NAV REITs, Core Funds, Closed-End Funds, and How You Get Paid Out
#real estate#alternative investments#non-traded reits

Private Real Estate Funds: NAV REITs, Core Funds, Closed-End Funds, and How You Get Paid Out

Non-traded NAV REITs, core funds, and closed-end real estate funds compared: appraisal lag, redemption limits since 2022, fees, and waterfall math.

Jan 17, 202617 min read
Inflation Hedging Compared: TIPS, I Bonds, Commodities, REITs, Gold, and How They Did in High-Inflation Years
#investing#inflation#wealth management

Inflation Hedging Compared: TIPS, I Bonds, Commodities, REITs, Gold, and How They Did in High-Inflation Years

TIPS, I bonds, commodities, REITs, gold and stocks compared on real yields, taxes, and their record in years when inflation ran above 5%.

Jan 13, 202612 min read
How to Invest in REITs in 2026: Returns, Sectors, FFO and AFFO, Taxes, and Non-Traded REIT Risks
#investing#reits#real estate

How to Invest in REITs in 2026: Returns, Sectors, FFO and AFFO, Taxes, and Non-Traded REIT Risks

REIT investing with 2026 data: sector returns and yields, FFO vs. AFFO with a worked example, how REIT dividends are taxed after OBBBA, and non-traded REITs.

Jan 11, 20268 min read
Commercial Real Estate Investing for Beginners: The Numbers, the Risks, and the Ways In
#real estate#investing#commercial property

Commercial Real Estate Investing for Beginners: The Numbers, the Risks, and the Ways In

How commercial property is valued, a worked deal with DSCR and negative leverage, 2026 CMBS distress by sector, tax rules, and passive ways to invest.

Jan 11, 20268 min read