Investment Strategies | The 1031 Guru

Archive for Investment Strategies

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

A Great New Small Rental Loan Program

The Cash Flow ARM
Several new loan programs are available for “residential” rental properties. A “residential” property is one that does not exceed four units in size. Thus, a house, duplex,triplex or fourplex would qualify.
Basic Concept: The Cash Flow ARM
The lender makes a loan that has four repayment options. With each monthly payment, you get to [...]

The Negative Cash Flow Dilemma

Over the past several years, there has been a “feeding frenzy” for small income properties. The stock market has left seriously depleted a number of retirement accounts. Rental properties have become the obvious answer for those seeking to generate wealth.
First Problem: Prices have increased much more rapidly than have rents. Prices are increasing and investment [...]

Retirement Income

BABY BOOMERS…..SET UP YOUR RETIREMENT INCOME
Sad Fact #1: It is a sad fact that very few Boomers nearing retirement have created and funded a
retirement plan that will provide dependable income through their retirement years.
Sad Fact #2: Those that have funded an IRA or 401k will find that the fund is not large enough to
provide adequate [...]