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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.  |
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 Nov/Dec 2012 Mark Lee Levine |
Nervous TIC Should you be worried about the future of tax-deferred exchanges?  |
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 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.  |
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.  |
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 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...  |
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.  |
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.  |
Registered Rep. July 29, 2013 Steven Kolinsky |
How I Survived a High Profile Lawsuit Working with celebrities comes with benefits. But you need to fully understand the risks to your business and name if that relationship turns sour.  |
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 Advisor January 2012 Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.  |
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.  |
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.  |
Registered Rep. June 19, 2012 Alan Lavine |
Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.  |
Commercial Investment Real Estate Nov/Dec 2015 O'Donnell & Rubin |
1031 Exchanges Every investor can use this reinvestment tool.  |
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.  |
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 2015 Joel H. Schneider |
Creating Value Use real estate leases effectively in Chapter 11 situations.  |
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 Mar/Apr 2015 Mary Stark-Hood |
Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit.  |
Commercial Investment Real Estate Nov/Dec 2013 Taylor & Trowbridge |
Group Investing Update Changes to securities laws may change your business model.  |
Investment Advisor August 2010 Melanie Waddell |
Will the States Be Able to Regulate Big RIAs? State regulators and the Securities and Exchange Commission (SEC) will meet soon to iron out the details of shifting nearly 4,000 advisors from federal to state supervision.  |
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.  |
The Motley Fool December 26, 2006 Dan Caplinger |
The SEC's Gift to You: Part 2 By giving the investing public access to information, and serving as a regulator with the power to take action to correct problems, the SEC works hard to protect investors.  |
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.  |
Investment Advisor March 2007 Melanie Waddell |
States' Rights The North American Securities Administrators Association's agenda includes preserving state regulators' authority.  |
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 May/Jun 2013 Steven R. Meier |
TIC 2.0 DSTs are the future of 1031 real estate investing.  |
The Motley Fool December 26, 2006 Dan Caplinger |
The SEC's Gift to You Securities regulation helps guard investors against fraud.  |
Financial Planning May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities  |
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 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.  |
Financial Planning March 1, 2013 Martin Shenkman |
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.  |
On Wall Street December 1, 2011 Peter J. Wallison |
Volcker Rule: A Throwback To A Bygone Era The Volcker Rule, enacted as part of the Dodd-Frank Act in 2010, has lately received a lot of adverse commentary.  |
Registered Rep. November 24, 2009 Christina Mucciolo |
Using The "F" Word Down Under, and the Danger of Short Term Debt to U.S. Banks The U.S. Congress is currently trying to cobble together some type of financial regulatory reform and somehow resolve the nettlesome industry debate over the "fiduciary" status.  |
Registered Rep. June 1, 2005 David Bodamer |
Duck and Cover Concerns about REITs have some investors swearing off the sector.  |
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.  |
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.  |
On Wall Street June 1, 2010 Mark Astarita |
Tilting the Litigation Landscape Against the Financial Industry Current reform proposals could radically alter the broker-client relationship.  |
| Knowledge@Wharton |
Global Securities Markets Present Tough Challenges for Investors and Regulators The bursting of the Internet bubble, the collapse of Enron and the emerging demutualization of securities exchanges, especially in Europe, have brought the role of securities market regulators into sharper focus than before...  |
On Wall Street July 1, 2009 Mark Astarita |
The SEC's "Feel Good" Committee The Securities and Exchange Commission announces the formation of an Investor Advisory Committee, which it says will give investors a greater voice in its work.  |
Registered Rep. November 29, 2011 Diana Britton |
FINRA Strikes Again: Eight B/Ds Busted for Sale of Private Placements The Financial Industry Regulatory Authority continues its crackdown on the sale of troubled private placements, filing sanctions against eight firms and 10 individuals Tuesday and ordering them to pay restitution to investors.  |
On Wall Street November 1, 2011 Elizabeth Wine |
The Best Game In Town? Experts say real estate, in the form of real estate investment trusts, could be the counterintuitive bright spot over the next year.  |
Financial Planning April 1, 2013 Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.  |
Financial Planning September 1, 2012 Ann Marsh |
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions.  |
Financial Planning June 1, 2011 Donald Jay Korn |
Basis Training To help close the capital gains tax gap, lawmakers in 2008 approved new reporting requirements for brokers and other financial institutions. Starting this year, those firms must report the adjusted cost basis of securities that were sold, and also indicate whether the trade was short or long term.  |
Commercial Investment Real Estate Sep/Oct 2012 Kevin Kerridge |
Use a Lifeline Smaller companies need to manage risk in an uncertain market.  |