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
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