The Tax Advantages of Manufactured Home Communities

The Tax Advantages of Manufactured Home Communi...

These deals can realize 1.6x–1.8x depreciation in year one. We’ve secured access to roughly $3M per deal in a series of 6–8 manufactured housing community acquisitions over the next 18–24 months. The manager: Is extremely...

The Tax Advantages of Manufactured Home Communi...

These deals can realize 1.6x–1.8x depreciation in year one. We’ve secured access to roughly $3M per deal in a series of 6–8 manufactured housing community acquisitions over the next 18–24 months. The manager: Is extremely...

The $5M IRA Problem (VIDEO)

The $5M IRA Problem (VIDEO)

When you have a large IRA, most people see two choices: Do nothing → Let it grow, then get crushed by massive RMDs and big tax bills later in life. Convert aggressively...

The $5M IRA Problem (VIDEO)

When you have a large IRA, most people see two choices: Do nothing → Let it grow, then get crushed by massive RMDs and big tax bills later in life. Convert aggressively...

Private Markets Are Not the Place to Cut Corners

Private Markets Are Not the Place to Cut Corners

Be very careful investing in private markets. The ongoing “democratization” of private market access has pros and cons. For sophisticated investors, broader access can be great. For people trying to navigate...

Private Markets Are Not the Place to Cut Corners

Be very careful investing in private markets. The ongoing “democratization” of private market access has pros and cons. For sophisticated investors, broader access can be great. For people trying to navigate...

Title: One of the Best Ways to Diversify Beyond the Stock Market

Title: One of the Best Ways to Diversify Beyond...

Here is one of the best ways to diversify your portfolioSystematic hedge funds seek to create returns by going long certain securities and short others.By doing this, managers create a...

Title: One of the Best Ways to Diversify Beyond...

Here is one of the best ways to diversify your portfolioSystematic hedge funds seek to create returns by going long certain securities and short others.By doing this, managers create a...

How to Avoid Getting Crushed by Depreciation Recapture

How to Avoid Getting Crushed by Depreciation Re...

Do not ever ever ever make real estate investments and perform cost segs without a plan for what you are going to do 5-10 years down the line Ideally, if...

How to Avoid Getting Crushed by Depreciation Re...

Do not ever ever ever make real estate investments and perform cost segs without a plan for what you are going to do 5-10 years down the line Ideally, if...

Your Appreciated Portfolio Is Probably More Useful Than You Think

Your Appreciated Portfolio Is Probably More Use...

What to do if you’re stuck in appreciated stocks/ETFsA lot of investors come to us with what I call “locked up” portfolios.They’ve built a large stock or ETF portfolio with...

Your Appreciated Portfolio Is Probably More Use...

What to do if you’re stuck in appreciated stocks/ETFsA lot of investors come to us with what I call “locked up” portfolios.They’ve built a large stock or ETF portfolio with...