Archive for Investment Strategies

Smart Investment Opportunities for the Recession

Many investors ask us our opinion of the market, when do we feel we will be out of the recession, and what is the right kind of property to buy right now.
First off, if we could predict when we will be out of this recession then we would be sitting on a beach on our [...]

This Information will Protect You

In CB-United we feel it’s important to help other people gain awareness in all avenues of life, for this reason let me forward some very helpful lines about identity theft right here:
A close friend of mine has a corporate attorney friend who sent the following out to the employees in his company. It’s worth [...]

Real Estate Investment Strategies Part 3

By Bob Nelson
Part Three: WHAT SHOULD I DO NOW?
FORMING A VIABLE REAL ESTATE INVESTMENT STRATEGY
A STUDY OF “THE BASICS”
My Background: My business opinions have been molded by my substantial professional education and by my 41 years of real estate brokerage expertise in the commercial-investment real estate market.
I have been a student of the real [...]

Real Estate Investment Strategies Part 2

By Bob Nelson Written on 1/1/2010
Part Two: THE REAL ESTATE INVESTMENT MARKET
WHERE ARE WE NOW
As “Part One” summarized, the pre-2009 investment real estate was red hot, but starting to cool at a rapid rate. What had been “too many players with too much credit opportunity were driving prices ever higher. Now things started [...]

Real Estate Investment Strategies Part 1

By Bob Nelson
Part One: “Recession Real Estate 101”
What Should I Do Now?
As a real estate investment broker, “What Should I Do Now?” is a question that I hear with increasing frequency.
The Principles of a Winning Strategy: My response is substantially influenced by winning concepts of the great Vince Lombardi. He stated that if you [...]

Potential Tax Savings Opportunites

Potential Tax Savings Opportunities 
Nelsonian Fundamentals: There are two ways to increase “profits”.
Either: 1. increase your incomes; or,
        2. decrease your expenses.
Both will increase the “Bottom Line”.
 
Both of the following “opportunities” can improve your profit margin right now by decreasing your expenses… the expense of taxes paid to the government.
 Do I have [...]

What Will Indicate Economic Improvement?

I recently read this article in USA Today (10/15/09) that gave the top indicators of economic heath.
These are the indicators according to HSBC Consumer Survey of 1,000 households.

42% stated: People around me get jobs again
39% stated: Unemployment rate declines
22% stated: Home sales improve
16% stated: Retail sales increase
15% stated: Fewer empty store fronts.

Nelsonian Theory would state:

Watch [...]

Investment Trends Quarterly Reports from the CCIM Instiutute

The following “Investment Trends Quarterly Reports” are unquestionably the best and most current information concerning investment and value trends in the commercial real estate industry.
The CCIM Institute makes this information available for CCIM’s and CCIM Candidates only for their exclusive professional use. By permission of the CCIM Institute the following ITQ Reports are available for your viewing.
ITQ [...]

Great Tax Articles by Doug Moy

Doug Moy is a consulting specialist in estate/gift taxation and planning that I have relied upon for key estate tax planning issues over the years. Doug’s contact information is contined at the end of each report.
With Doug’s permission, I am including his most recent Estate Wise Planning Newsletters.
 
Vol. V, No. 9. September 2009 “Estate Tax Return” and [...]

Debt Over Basis Issues: a 1031 Exchange Solution

David Moore of Equity Advantage  and IRA Advantage  has created a brief and concise article dealing with the “mortgage over basis” or debt over basis issue, and how it can be solved by using the IRC Section 1031 Tax Deferred Exchange.
With David’s permission, I have included that article below.
 
Debt Over Basis article by David Moore