Five Ways Existing Landowners Can Benefit From Deploying Land Into A Qualified Opportunoity Fund (QOF)

Anyone in the real estate business is aware of the powerful, impactful and flexible Opportunity Zone (OZ) Program which became effective Jan. 1, 2018 as part of the Trump Administration’s bi-partisan Tax Cuts and Jobs Act (2017 Tax Act). However, developers are generally required to modify their traditional game plan of contributing property, receiving equity as “carried interest” in the partnership and navigating the related-party and self-constructed asset rules in order to comply with some of the unique
structuring requirements under Internal Revenue Code (IRC) Section 1400Z and related Regulations which control the OZ Program.

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Kazim Qasim - Real Estate Investments For Retirement

Two of the biggest concerns of those who are investing for retirement are not running out of money and maintaining regular cash flow. It can be difficult to switch from a bi-weekly paycheck to carefully timed withdrawals from a retirement account.  Market fluctuations cause balances to rise and fall, leaving an investor with less in their account than they’d planned.

These are the reasons that some investors consider real estate investments for retirement. A multi-family property yields regular, monthly income similar to a paycheck. Home values typically don’t fluctuate wildly and over time show appreciation. But what are the deeper implications of real estate investing for retirement?

Pros of Real Estate Investing for Retirement

Five thousand dollars in rent, deposited into your bank account every month, can easily take a salary’s place. One of the biggest pluses to real estate investing for retirement is passive income. Tenants pay monthly rents and you can use that income to fund your retirement.

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Jim Marshall

In response to a question from Lisa Foster on Part II of the blog, she asked if there was a worksheet to track the cost basis. I have found no universal worksheet that could be used in all circumstances. If you would like me to send you an example of a Cost Tracker, please email me at jim@MarshallPC.com and I will be happy to send you a Cost Tracker Worksheet which will be very helpful. Read More