Posts by Peak Properties

What Are Umbrella Partnership Real Estate Investment Trusts (UPREITs)? | The Peak Group

There are a lot of options when it comes to how you choose to invest in the real estate market. Unfortunately, most real estate investors get started with the most challenging option: investing in properties one at a time—and managing them all by hand. This approach also has the unwanted side effect of being a full-time job—and all of the responsibilities that come with it.
Read More

To Defer Capital Gains Tax, Work With a DFW UPREIT | The Peak Group

Benjamin Franklin once said, “Nothing in the world is certain but death and taxes.” However, things have evolved in the real estate market quite a bit since Franklin’s day. If you want to defer the capital gains tax on your investment portfolio—but you no longer want to manage the burden of operating it—you need a DFW UPREIT. As a savvy investor, you’re already well aware of how the capital gains tax can take up to 30% of your profits when factoring in both federal and state taxes. Thankfully, President Eisenhower gave investors some wiggle room in this department as early as the
Read More

Estate Planning, UPREITs, and Your Retirement | The Peak Group

Any successful investment property portfolio owner is keenly aware of the market their ventures exist in. Now—more than ever— you may be investigating safer investment vehicles that can safeguard your financial future and retirement. When it comes to estate planning, UPREITs provide that opportunity by offering to turn your self-managed properties into a diverse, large-scale, and secure investment.
Read More

Estate Planning Strategies for Property Investors | The Peak Group

As an investor, you probably had multiple reasons for developing a portfolio that relied on property as your vehicle for long-term wealth. The numerous benefits of owning real estate have also contributed to the savings you’ve built for a successful retirement. However, there is one drawback of a wealth-by-property approach to investing: the management. This becomes especially apparent if you’ve been researching available estate planning strategies as a real estate investor.
Read More