Raising Capital in 2025: What Real Estate Investors Need to Know Now

Real Estate Investor

Raising capital for real estate deals isn’t what it used to be. The game has changed—again. In the wake of rising interest rates and the first real wave of investor losses in over a decade, many private equity and real estate investors are realizing the hard truth: attracting capital today isn’t about having the best […]

The Power of the Charitable Remainder Trust

charity savings retirement saving jars

The CRT is a very powerful estate planning tool that may enable you to reduce your liability for income and estate taxes, protect your assets AND diversify your assets in a tax-advantaged manner.

Why Buy Your Parent’s Home and Rent it Back to Them

why buy your parent's home and rent it back to them

There are several ways to handle a parent’s home depending on their particular health or financial situation. At a bare minimum, your parents should have a Revocable Living Trust to ensure the orderly and effectively transfer of the home to the family and avoid probate in states where the expense is significant.

Seller Financing and Installment Sales – What are the Tax Implications

seller financing and installment sales - what are the tax implications

With the difficulties that have arisen in the lending market and a typical buyer’s ability to obtain a standard loan, many sellers have decided to “carry their own paper”. For those unfamiliar with such a term, we are talking about Seller Financing where you play ‘bank’ and now you have the precarious reporting requirements with […]