Sentences with phrase «estate income strategy»

In December, Cole Real Estate Investments launched its latest investment offering: the Cole Real Estate Income Strategy (Daily NAV) Inc..

Not exact matches

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

For example, you can get advice about your 529 plan for college savings, your 401k, insurance planning, mortgage refinancing, general estate planning, and income distribution strategies.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Rich Uncles» REIT investing strategy is to buy commercial real estate with at least 50 % cash down, rent the spaces to reliable companies with long - term leases and pay out the rental income to their REIT shareholders via monthly dividends.

Having nearly 60 % of your passive income dependent on personally - held real estate seems a risky strategy.

We continue to see a strong rental income stream, we've monetized the owned real estate that we have, but we're also seeing a lot of opportunities to pick - up rental income streams through the buy - and - flip strategy that we're running that can drive long - term margin.

Cut through the B.S. in passive income strategies and learn how to create real wealth in real estate, blogging, stocks and bonds.

Your advisor can provide access to the appropriate resources and will partner with you and any professionals like your attorney and accountant, to help you develop financial, income tax, and estate planning strategies.

This follows the firm's strategy to acquire income - generating real estate assets across the GCC.

The best investment strategy for you will depend on the value of your assets, how much income you have from other sources, your monthly expenses, your goals for retirement, your desire for leaving an estate, and more.

Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Read on to learn about real estate strategies that can give you that reliable income you're looking for.

In short, charitable trusts (charitable lead trusts and charitable remainder trust) provide a way to save substantially on income taxes and capital gains as well as estate taxes depending upon the strategy elected.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

The strategy is implemented through a frugal lifestyle emphasizing saving and budgeting, a pursuit of business and a pursuit of cash flow via stocks, real estate and online income streams.

NexPoint Real Estate Strategies Fund seeks long - term total return, with an emphasis on current income, by primarily investing in a broad range of real estate - related debt, equity and preferred equity investments across multiple real estate seEstate Strategies Fund seeks long - term total return, with an emphasis on current income, by primarily investing in a broad range of real estate - related debt, equity and preferred equity investments across multiple real estate seestate - related debt, equity and preferred equity investments across multiple real estate seestate sectors.

Whole life is an essential tool for long - term estate planning and supplemental income strategies.

Equity (Stock) Risk, ETF and Mutual Fund Risks, Fixed Income Risks, Credit Risk, Duration Risk, Interest Rate Risk, Liquidity Risk, Reinvestment Risk, Index Investing Risks, Master Limited Partnerships (MLPs) Risks, QDI Ratio Risks, Real Estate Investment Trusts (REITs) Risks, Failure to Implement, Financial Risk, Company Risk, Core + Satellite Strategies Risk, Inflation Risk, Market Risk, Political Risk, Technical Analysis Risk.

Global economics Current events & geopolitics Central banking Financial stability Governance & regulations Investment strategy Asset allocation Risk factors Political risk Risk management Fixed income Equities Credit - related Institutional real estate Alternative investments Private equity Risk parity Smart beta Infrastructure Hedge funds Commodities Opportunistic / Special and More

The jury is still out on the real estate investments, but I would argue that the options strategy has been a success so far and will be one of the cornerstones of generating passive income in retirement.

In my conversation with James Like, he provides his best real estate investing advice ever: Create multiple streams of income within the real estate industry, which is a strategy that works whether the market is blazing hot or Antarctica cold.

The fresh cash would obviously go towards equities, real estate investments and my options trading strategy to generate good, reliable passive income.

PIPs give you access to exclusive investments like mortgages, real estate LPs, income strategies and other opportunities that you just can't easily get elsewhere.

The Global Asset Management segment offers investment capabilities and styles across all major traditional and alternative asset classes such as equities, fixed income, currencies, hedge funds, real estate, infrastructure, and private equity that can also be combined into multi-asset strategies.

The advantage of this strategy is that it allows you to capture the equity in your home, reduce or eliminate the transactional costs of real estate and reduces the overall income tax you pay in that income - tax year.

And while dividend stocks can certainly play a role in your retirement income strategy, loading up on them too much could leave you with a stock portfolio dangerously skewed to a handful of market sectors, such as utilities, consumer cyclicals, financials and real estate.

In my role as a financial writer and editor, I specializes in unique, overlooked investment strategies, growth with income stocks, imaginative investment themes, tax - advantaged themes, risk management, technologies to capture gains and reduce losses, real estate related opportunities, effective wealth preservation techniques, and the use of ETFs for diversification and asset allocation.

A bankruptcy attorney can provide estate planning strategies that may impact your disposable income calculations and make it easier to «pass» the Chapter 7 means test.

He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.

We provide a full menu of financial planning, insurance, and asset management services, including personal financial planning, investment strategy and portfolio selection, strategic tax planning, retirement income strategies, group RRSP and healthcare plans, wills and estate planning.

Grantor trusts are also often used for various strategies such as using intentionally defective grantor trusts with a «gift and note» concept in order to gain income and estate tax savings.

However, if the aim is for regular income then perhaps the «core» strategies could include large - cap high dividend yield stocks, bonds (corporate and government), listed real estate investment trusts that pay good quarterly dividends, high yield ETFs or even unlisted commercial property.

I've deployed a strategy of multiple streams of income including real estate, peer lending and dividend growth stocks to reach my goal.

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.

A tax planning method is defined as «any plan, strategy, technique, or structure designed to affect Federal income, estate, gift, generation skipping transfer, employment, or excise taxes.»

Although Phoenix Life Insurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life insurance.

Term insurance is not generally used for estate planning needs or charitable giving strategies but is used for pure income replacement needs for an individual.

Learn the passive income strategy for online and real estate businesses with Dustin Heiner.

Most real estate professionals fail to have an exit strategy in their business, but that also means they may miss out on creating a valuable income stream for themselves in retirement.

When you decide to invest in real estate, whether it's part of your retirement plan or simply a strategy for bringing in additional income, you know that you want to consider potential tenants carefully.

«Over the past 10 years, as all real estate has become more institutionally accepted, strategies have been developed to essentially gain alpha — outperformance on the fund side or REIT performance side from the standpoint of both current income and long - term growth,» he notes.

LAS VEGAS — Mike Eckerman, CEO of real estate asset management firm Novus Dia Financial, has launched NDF Capital Holdings, with the intent of educating and encouraging investors to explore the opportunities of real estate fixed income strategies.

The Century 21 strategy of attempting to add non-real estate - related income streams to the services it offers its franchisees is backfiring, says Dave Liniger, chairman of RE / MAX International.

«A properly planned borrowing strategy is a pillar to any income real estate ownership strategy.»

Real estate investing falls somewhere in the middle compared to the other strategies we've reviewed in the passive income series.

Like a lot of passive income strategies I've seen, real estate rentals can fall on a pretty wide range of passive income potential depending on your strategy.

Epic Real Estate Investing presents the buy and hold property strategy that offers investors passive income and long - term financial freedom.

Under the Blueprint strategy, she would utilize current investable capital plus a portion of the income surplus (60 %) over the years to acquire and pay off quality income - producing real estate assets.