The Purpose-Driven Real Estate Investor

Do you feel like you’re just managing your properties day-to-day, keeping everything moving, but not really moving forward? You’re not alone. A lot of investors find themselves in the same spot, dealing with tenants, cash flow, and maintenance, yet unsure where all the hard work is leading. Take the case of a real estate investor…

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Has the means become your mission?

Have you ever found yourself so focused on a project that you forgot why you started it in the first place? One of my favorite movies is the classic WWII film The Bridge on the River Kwai. In the film, British prisoners of war are tasked with building a bridge for their Japanese captors. Initially,…

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Is your real estate investment still serving its purpose?

It’s easy to say, “Real estate is just business,” but let’s be honest—there’s often more emotion involved than we’d like to admit. Take a recent case we had: a long-time investor owned a rental property that was generating solid returns. The only problem was he hadn’t raised the rent in years because he’d grown close…

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Real estate investors: Sell or hold?

To sell or not to sell… That is the question—one of the most common questions we get. How do you know if it’s the right time? I recently spoke with a client who owned a large commercial property—a single-tenant, triple-net lease that had been generating consistent income for years. On paper, it looked like the…

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Introduction to the 1031 Exchange

Introducing the 1031 Exchange Real estate investment can be an excellent way to strive to build wealth. As an investor, you may know the benefits of owning a property and the costs associated with selling it. However, there is a way to defer paying taxes on the sale of the original property and reinvest the…

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What Is a 721 UPREIT?

What Is a 721 UPREIT? Real estate investment is a potentially lucrative field that has attracted many investors over the years. As an investor, you can choose from a range of investment structures that offer different potential benefits and risks. One of these investment structures is the 721 UPREIT (Umbrella Partnership Real Estate Investment Trust).…

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Tenant in Common 1031 Exchange

Real estate investments have been a popular choice for investors looking to diversify their portfolios and generate passive income. However, managing a property can be time-consuming and demanding, and selling a property can come with hefty tax implications. This is where a 1031 Exchange comes in handy. It allows investors to defer capital gains taxes…

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The Future of Interest Rates.. Will They Go Back Down?

Wally Smith: I saw, I think you might have posted it, interview with Howard Lutnick on in Davos with Maria Bartiromo. It was brief, but he wasn’t forecasting that, okay, we’re going to be back to zero, one, two, 3% interest rates. He was basically saying this new normal is probably what we should expect.…

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Don’t Fall For This Typical DST Sales Trick

Wally Smith: We had a call, gosh, last week, and we were talking about typical interest rates, and again, we never talked product on the show, but the interest rates that are typical in the DST space. And he said, he saw this other project that was paying a ginormous interest rate and it turned…

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