Long-Term Investors in Real Estate Should Benefit from Current Tax Reform Proposals

Generations of Americans (many through 401-k contributions) have wisely invested their savings in the stock market to build assets for retirement and to fund educational costs, pay medical bills and meet other family needs. In the process, they’ve provided needed capital to American businesses to help the economy grow—thereby creating greater economic opportunity for all....

By Neil Fjellestad and Chris De Marco Some investors become independent rental owners by design as a result of well-planned financial strategy and/or the advice of a trusted CPA or CFP. These “strategic investors” usually employ recommended professional property management as well. Others are “situational investors” due to inheritance, a market condition or a personal...

Rent Sense: Value of Rental Ownership

The Value of Rental ownership has a long history of satisfying the primary investment priorities of personal financial independence: safety of capital, inflation hedge and tax-favored income. Traditionally, if the detailed financial statements of the wealthy are available for review it becomes apparent that long-term income producing real estate assets directly or indirectly contribute substantially...

Tax Codes Favor Rental Owners

Independent rental owners of homes, individual condos and apartment buildings are generally considered engaged in a trade or business. As such they enjoy key small business benefits under federal and state tax codes. It is recognized that even the owner of a single house that is offered for rent is providing essential goods and services...

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