04 Sep Wealth Management
At Capitalize Wealth Management, we help individuals, families, and business owners grow and preserve wealth with intention. As an independent RIA, we offer objective advice free from product bias —...
Author: Christophe Pierre
26 Feb Comparing QOFs & 1031 Exchanges
Posted at 15:21h
in 1031 Exchange, Alternative Investments, Delaware Statutory Trust, Opportunity Zone, Services
QOFs and 1031 exchanges both offer the potential for significant tax incentives and can be used in conjunction with one another. However, the two investment vehicles have many differences, and...
21 Feb 721 UpREIT’s
Posted at 10:12h
in 1031 Exchange, Alternative Investments, Delaware Statutory Trust, Services, Wealth Management
Owners of real estate properties looking for an exit strategy and the opportunity to diversify their real estate holdings while deferring capital gains taxes may find utilizing IRC Section 721...
21 Feb 1031 Exchange Process
Posted at 10:05h
in 1031 Exchange
1. PrepareWe believe proper planning is the key to a successful 1031 Exchange. Seek advice from your financial and tax advisors to determine if it’s appropriate for your overall financial...
21 Feb Delaware Statutory Trust(DST) FAQs
Posted at 10:00h
in 1031 Exchange, Alternative Investments, Delaware Statutory Trust, FAQs, Services
A Qualified Opportunity Zone (QOZ) is a designated geographical area where investors can develop real estate projects with the opportunity to obtain significant tax advantages. QOZs are typically located in...
21 Feb Qualified Opportunity Zones FAQs
A Qualified Opportunity Zone (QOZ) is a designated geographical area where investors can develop real estate projects with the opportunity to obtain significant tax advantages. QOZs are typically located in...
21 Feb 1031 Exchange FAQs
Do I need a Qualified Intermediary?Yes. If you do not set up a Qualified Intermediary(QI) prior to closing and take constructive receipt of the funds you will not be able...
20 Feb Alternative Investments
More investors are shifting to alternative investments, generally referred to as alternatives, yet many still view them as an exclusive, narrowly defined class of investments. This is far from the...
20 Feb Opportunity Zones
The QOZ Program was created under the 2017 Tax Cuts and Jobs Act to encourage investment in designated communities across the U.S. by providing certain tax incentives in return for...
20 Dec 1031 Exchanges
Posted at 06:52h
in 1031 Exchange, Alternative Investments, Delaware Statutory Trust, FAQs, Services, Wealth Management
A 1031 exchange is arguably the most valuable tax advantage available to real property owners. Stemming from section 031 of the Internal Revenue Code, a 1031 exchange allows a property owner...
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