Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3
In this third and final installment on real estate taxation, we look at how tax considerations and strategies vary among specific types of investments.
Managing Tax Strategies of Real Estate Investments, Pt. 2
In this second of three installments, we delve into specific real estate strategies for investors to minimize, defer or reduce their tax liabilities.
Managing Tax Risks of Real Estate Investments, Pt. 1
Several forms of real estate investment have evolved, each offering some mitigation of one or more of the sector's inherent risks.
‘Ho Hum’ Equity Funds Deliver in Q4: Lipper
U.S. diversified equity products ticked up 4.6% in the period, while non-U.S. equity funds fell.
Top Portfolio Products: SPDR Adds Risk-Focused ETF
Invesco launches laddered corporate bond product, as Schwab rolls out a real estate fund.
4 Tips for Savvy Real Estate Investors
Property markets are highly sensitive but can be lucrative. Real estate portfolio manager Burl East discusses how to strategically navigate them.
Gundlach: Golden Age of Housing Is Over
CEO Jeffrey Gundlach of DoubleLine says the fundamentals of the housing market are weak and that the recession has scarred a generation of home buyers.
How to Benefit From MLPs’ Complex Tax Rules
Investors have options when buying and selling master limited partnerships, a Morningstar expert explains.
FINRA Suspends David Lerner, Forces $12M Payback on Apple REITs
Lerner, the CEO and president, misled customers, calling the Apple REITs a ‘fabulous cash cow’ and a ‘gold mine,’ FINRA says.
3 REIT Sectors That Beat S&P 500
While the S&P 500 did better than REITs for the first quarter of 2012, over the 12-month period ending March 31, REITs actually performed better than the market, thanks in part to dividends.