Articles by Rick Willoughby, AAMS®, AWMA®, Paladin 5 Star Advisor
Health-Care Reform: Considerations for Seniors
Health-Care Reform: Considerations for Seniors The enactment of the new health-care reform legislation contains some provisions that directly affect our nation's older population. If you're a senior, you may be concerned about how these reforms may affect your access to health care and the benefits you are currently receiving.
More on Demographic Investing
A couple of weeks ago I played golf in a threesome. I am 56 years old and in reasonable health. My golfing partners were 85 and 73, both with the usual maladies of their ages. At the end of the round I came in third. My uncle (85) still takes stairs two at a time and his friend (73) just flew back from Florida piloting his new airplane.
Benefits of Demographic Investing
One advantage to the securitized real estate investor is they can easily diversify across identifiable demographic trends. So with cash, IRA money or IRC section 1031 exchange1 proceeds securitized real estate offers some potentially valuable additions to your diversification strategy.
ID in 45 days no problem?
Tenancy in common properties-because of how they are packaged, distributed and sold-can provide an alternative to investors struggling with tax-deferred exchange timing requirements.
Caveat Vendor
Instead of traditional real estate brokerage firms about 90% of Tenant in Common properties are securities offered through registered broker/dealers. The rules regarding these types of securities are strict and place the financial well being of the investor firmly at the center of attention.
The other tax deferred exchange: The 721 Exchange
If you like 1031s, you are going to love 721s.
As the market for 1031 exchanges is growing, so are the options for individual real-estate investors who conduct them. IRS §721 ("721 Exchange") allows a Taxpayer to exchange rental or investment real estate ultimately for shares in a Real Estate Investment Trust (REIT).
What is a TIC?
"A TIC investment, I've never heard of that. "
This was a very common statement in 2001, and still is in many parts of the country. Is this just a fringe real estate investment? Well not anymore! Total raised in 2001 was a paltry $166 million. Then a few years with growth of about 80% annually finds us with a 2007 forecast of $4.
This was a very common statement in 2001, and still is in many parts of the country. Is this just a fringe real estate investment? Well not anymore! Total raised in 2001 was a paltry $166 million. Then a few years with growth of about 80% annually finds us with a 2007 forecast of $4.
