Asset Class Overview
RealtyMogul Vice-President Stephen Haskell walks you through an overview of asset classes and their potential benefits and risks. Stephen also shares insights into RealtyMogul’s approach to helping you build a diversified portfolio of 1031 real estate.
Interested in learning more? Please contact our team of 1031 specialists.
Interested in learning more? Please contact our team of 1031 specialists.
The Truth of NNN
The Truth of NNN
Learn the potential benefits and risks of NNN assets
Multifamily Overview
Multifamily Overview
Learn the potential benefits and risks of multifamily assets
Self Storage
Self Storage
Learn the potential benefits and risks of other asset classes such as multitenant industrial and self-storage
Multi-Tenant Industrial
Multi-Tenant Industrial
Which asset classes to stay away from
Explore Articles on Asset Classes
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1031 Exchange
Invest in NNN As
An Inflation Hedge
An Inflation Hedge
Historically, multifamily properties have been regarded as a reliable inflation hedge due to their ability to adjust rental rates in response to rising costs. During periods of inflation, landlords can increase rents to keep pace with the general rise in prices, ensuring that their income stream maintains its purchasing power. Additionally, the high demand for rental housing, driven by factors such as population growth and shifting demographic trends, tends to remain stable or even increase during inflationary periods.
1031 Exchange
Triple Net (NNN)
Not As Passive As It Seems
Not As Passive As It Seems
If an individual exchanges one investment property for another via a 1031 exchange, they may be able to defer capital gains or losses that they would otherwise have to pay at the time of sale.
1031 Exchange
Considerations When Purchasing a
Net Lease or NNN Syndication
Net Lease or NNN Syndication
Many investors are drawn to net lease real estate assets due to their allure of predictable income and minimal management requirements. When thinking of net lease properties, one might envision Walgreens, FedEx distribution centers, Amazon fulfillment centers, Chipotle restaurants, Albertson grocery stores, or other large, single-tenant commercial buildings. These properties are often referred to as NNN (Triple Net) properties, where the tenant is responsible for insurance, maintenance, and property taxes, theoretically offering a “hands-off” investment opportunity.
1031 Exchange
Why You Should Think Twice
Before Investing in a DST
Before Investing in a DST
Investing in a Delaware Statutory Trust (DST) has gained popularity among real estate investors, especially those looking to defer capital gains taxes through a passive 1031 exchange investment. However, despite its allure, there are several reasons why one should exercise caution before committing to this type of investment. A quality 1031 advisor should educate investors on the reasons why one should think twice before investing in a DST, not just the potential benefits.
1031 Exchange
TIC or DST
When comparing investment structures like Delaware Statutory Trusts (DSTs) and Tenancy-in-Common (TICs), it’s crucial to examine several key factors, including liquidity, certainty of close, tax reporting, financing structure, and associated costs and fees. Both DSTs and TICs allow multiple investors to own fractional interests in larger properties, yet they differ significantly in how they handle these aspects. Understanding these differences can help investors make informed decisions about which structure best suits their investment goals and risk tolerance.
1031 Exchange
Understanding DSTs, TICs
and U.S. Code § 1031
and U.S. Code § 1031
We explore 1031 Exchange vehicles such as Delaware Statutory Trusts (DSTs) and Tenancy-In-Common (TICs), discuss important considerations for DSTs, and the tax benefits that 1031 exchanges can have for commercial real estate investors.
DISCLOSURE
1031 EXCHANGE RISK: Internal Revenue Code Section 1031 (“Section 1031”) contains complex tax concepts, and certain tax consequences may vary depending on the individual circumstances of each investor. Section 1031 rules that must be carefully followed to qualify for a 1031 exchange. We strongly encourage you to seek guidance from both a qualified intermediary (QI) and a tax professional to navigate his process and ensure compliance with relevant regulations. Please note that RealtyMogul does not provide tax advice.
As part of its 1031 Exchange Concierge services, RM Securities, LLC will provide issuer-prepared materials concerning certain prospective 1031 Exchange products that have not yet been approved by RM Securities, LLC. Any such prospective 1031 Exchange products, and any investment in such products, must be approved by RM Securities, LLC prior to executing any transaction therein. Additionally, any issuer-prepared materials, including issuer offering documents are prepared by the issuer or sponsor of the 1031 Exchange opportunity, and not by RM Securities, LLC. RM Securities, LLC and its associated persons did not assist in preparing, do not explicitly or implicitly adopt or endorse, and are not otherwise responsible for such issuer-prepared materials or any content therein.
As part of its 1031 Exchange Concierge services, RM Securities, LLC will provide issuer-prepared materials concerning certain prospective 1031 Exchange products that have not yet been approved by RM Securities, LLC. Any such prospective 1031 Exchange products, and any investment in such products, must be approved by RM Securities, LLC prior to executing any transaction therein. Additionally, any issuer-prepared materials, including issuer offering documents are prepared by the issuer or sponsor of the 1031 Exchange opportunity, and not by RM Securities, LLC. RM Securities, LLC and its associated persons did not assist in preparing, do not explicitly or implicitly adopt or endorse, and are not otherwise responsible for such issuer-prepared materials or any content therein.