In the last episode, we showed you how to unlock tax-free liquidity from your properties. But accessing cash is only half the battle. If you leverage up without a safety net, one market shift could wipe you out. Now, learn how to bulletproof your portfolio before it’s too late. In
We’ve spent the last few episodes talking about “The Exit” – using 1031 exchanges and DSTs to sell without tax. But what if the best move isn’t to sell? What if the best move is to extract your wealth while keeping the asset, using debt as revenue to generate liquidity?
Imagine this: You and your best friend, Chris, go 50/50 on a duplex, never realizing how important a tool like Distribution in Kind could become when the partnership ends. Suddenly, you’re at a crossroads, and the friendship feels strained. It seems your only two options are to sell this golden
You’re scrolling through a real estate forum or listening to a podcast, and a term pops up: exchange ratio. Your mind immediately pictures Wall Street traders or complex corporate mergers. What could this possibly have to do with your goal of buying your first rental property? While the classic “exchange ratio”
Just flipped a property or sold a rental? Congrats on the profit! But wait… did you account for Uncle Sam? Hidden tax traps can slash your hard-earned real estate earnings by thousands! On this episode (Ep 54) of the 5-Minute PRIME Podcast, host Martin Maxwell dives into the critical world of
Imagine observing your investment portfolio appreciate year after year, feeling substantial wealth on paper while refraining from withdrawing any money. Now, consider being taxed on those unrealized gains before you have sold any of your assets. This is where the unrealized capital gains tax is proposed, which aims to tax