S.E.C. Real Estate Observer

“Proactive Investment Strategies vs. Passive Investment Strategies for the Advanced Wealth Builder” As I write this, the stock market is gyrating up and down several hundred points from day to day and sometimes during a single day. On the financial programs on TV this week, Wilbur Ross and Warren Buffett both stated during interviews that […]

The current factual numbers in long-term (30 years to 80 years) macroeconomic trends and cycles show the historic patterns of what is known as the “winter segment” of the overall cycle. This segment of the long-term cycle is where excesses from earlier cycle segments are corrected. I think we are already into the beginning of the “winter segment”.

During the many years that I have been practicing counseling and the Equity Marketing business model of focusing on ownership BENEFITS of real estate, there has been one major barrier to success. The single greatest barrier to overcome in serving my clients seems to have been the lack of even an introduction to transaction methods other than a “sale” on the part of the client and almost always on the part of their attorney, CPA or other investment advisors.

Equity Marketers do not have the kind of tool box that a plumber or carpenter would but we do have a tool box just the same. I contend that some of the most important tools in our Equity Marketing tool box are FORMULAS. Their importance is going to be magnified during the current and immediate future real estate market conditions. In addition to the many formulas to help structure equity transfer transactions, there are formulas to help rent/lease vacant building space and solve financing and cash NEED problems. A few examples are cited below.

For 30 years I have been asked the question: “Why in the world should I take several days out of my schedule, spend money, and maybe travel a couple thousand miles to attend a marketing session?” The answer is because a marketing session will create transaction closings that could be achieved by no other marketing […]

Roger and three partners own a well-maintained 80-unit apartment complex that they developed 17 years ago. The property is free and clear of debt and virtually all of the depreciation deductions have been taken. The after-tax return on the current equity is MUCH lower than acceptable to the partners and Roger is ready to be […]

Unfortunately, I have seen a great many people instantaneously close their minds and stop listening to anything said when the word “charity” is mentioned. The problem is that a Charitable Remainder Trust (CRT) would be the most ideal strategy for preserving their wealth for a large percentage of these people. When using a CRT strategy, […]

Why establish a Charitable Remainder Trust There is no pat answer to why people establish their own charitable remainder trust (CRT) or trusts. Reasons vary with each person’s individual situation. Often there is a combination of reasons. The following are the most common reasons that people choose to establish a self-directed charitable remainder trust: ELIMINATE […]

1031 exchanges are widely known and used almost as a matter of course in commercial and investment real estate transactions to defer capital gains taxes these days. The effective use of the CHARITABLE REMAINDER TRUSTS (CRT), the other method of selling property and ELIMINATING both the capital gains and any estate tax exposure, is just […]