Asset Strategy and Reallocation

At MassLandlords we emphasize the positive can-do. But we also need to teach the full life cycle of rental real estate ownership, including asset reallocation, down-sizing, and possibly even selling out. Even if you are committed to holding your properties through the pandemic (we hope you are), it's good to know your options. Thinking about retirement is also a good reason to watch.

This presentation starts with a quick recap of Section 1031 exchanges, which can be used to sell your current rental real estate without paying capital gains tax. (This is not our detailed Section 1031 presentation.)

We discuss Delaware Statutory Trusts, Real Estate Investment Trusts (REITs), and tenants in common, which are less hands-on vehicles to own real estate.

We also review Qualified Opportunity Zones, which are still a way to realize tax-advantaged returns.

We review these strategies for switching your portfolio from eviction-moratorium residential to commercial, or raw land. Or you can keep operating residential but move your entire portfolio a short drive across state lines. You can even get a passive replacement, like a stock, but something that leverages your decades of real estate experience.

Slides, Past Video and Training Material

To view all of this presentation, you must be logged-in and a member in good standing.

Log in or join today and gain access all presentations and videos

MassLandlords is a nonprofit dedicated to helping owners rent their property. Presenters are not necessarily vetted by MassLandlords. Although we try to offer the best possible advice, we recommend you consult an attorney or tax accountant before you alter your business processes.

 

Event resources are available only for members in good standing who are logged in.

 

This is part of our Statewide Rental Real Estate Networking and Training series.
 

Advertisement

Property Rights Supporter

Advertisement

Advertisement

Advertisement