Resources
The investment landscape is ever-changing, so we’re constantly seeking out opportunities to learn in the industry and beyond. And because we believe knowledge is best when shared, we maintain a library of educational content to help our clients, partners, and peers succeed.
Many of the passive real estate investment strategies offered with Legacy are not available to the general public and require you to be an accredited investor. Here are the requirements to qualify for this classification.
While the concept of investing in real estate is nothing new, many investors are still unaware that their options for real estate investments extend beyond the purchase and management of physical properties.
The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.
Passive Real
Estate Investment
Real estate has long been considered a sound investment due to its many potential benefits, but many investors are unaware that there are passive investment strategies, removing the responsibility of property management.
A successful exchange doesn’t have to be confusing or stressful. Here are ten basic steps to complete a 1031 Exchange.
The strict requirements of a 1031 Exchange only add to the complexity of the process. Here are the five critical rules for a successful 1031 Exchange.
Many investors forgo the successful completion of their 1031 Exchange by making these avoidable mistakes.
Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.
The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.
The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.
1031 Exchange
The requirements for a 1031 Exchange can be confusing. We’ve prepared a series of helpful information to best position you for success.
The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.
Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.
The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.
The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.
Delaware Statutory Trust
The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.
Capital gains tax can’t be avoided when selling farmland, but by utilizing these strategies it is possible to defer or reduce the amount of taxes owed.
The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.
The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.
Farm and Ranch
Defined by the IRS as property actively used to “cultivate, operate, or manage” land for profit, farmland must be used as a major profit source.
Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.
The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.
The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.
Case Studies
Learn how others have maximized benefits and managed risk through successful 1031 Exchanges and passive real estate investments.
On March 6th, 2024, the House of Representatives passed the Expanding Access to Capital Act of 2023 (H.R. 2799). Learn more about its provisions and implications.
We’re rounding up insightful real estate market forecasts from thought leaders and analysts across the industry.
In September of 2023, the US House of Representatives introduced the “Opportunity Zones Transparency, Extension and Improvement Act” (H.R. 5761). Understand the highlights of this bipartisan legislation.
With 2023 at a close, there is no better time to look back on the past year to celebrate all we’ve accomplished together. Read our company’s recap of 2023, what we’re looking forward to in 2024, and personal years-in-review from our team.
The U.S. House of Representatives recently passed the Equal Opportunity for All Investors Act of 2023, which would allow U.S. investors an alternative route to participate in private markets and help more people enjoy the benefits of passive real estate investing.
Industry Updates
Stay up-to-date with pertinent updates on the real estate investment industry and Legacy Investments & Real Estate.
Worksheet
Making the Financial Decision to Exchange or Not
When considering a 1031 Exchange, you may find it helpful to review not only why you’re selling, but also your expected return for a 1031 Exchange investment compared to a non-1031 Exchange. Our complimentary worksheet can be a great resource when making the financial decision to exchange or not.