Comparing the tax cost ratio of funds in different asset classes can also help investors make
better asset location decisions.
Not exact matches
«Tracking the physical
location of people and
assets has some critical real life applications in many industries where accurate and timely
location of moving objects is crucial for achieving the
best results,» explains Thomas Walle, the co-founder and CEO of Unacast, the company behind the directory.
In other words, if you have a brokerage account somewhere, your
assets are maintained on electronic systems, which are generally backed up in multiple
locations with a very
well documented «paper trail» indicating who owns those
assets.
We attract and
better serve our customers due to our expertise and capabilities and the size, scale and geographic
location of our
assets, which enable us to operate in multiple
locations.
Now that I have decided on an Assest Allocation, my next project is to research
Asset Location and how to
best split these between a taxable account and tax deferred / free account.
«In addition, detachments of mobile and conventional police as
well as the intelligence
assets of the Force have been deployed to protect law abiding citizens, reassure the public, prevent the incident from degenerating into a major security threat and aid the Homicide Section being deployed in the
location and apprehension of other suspects who are currently at large.
Founded by Willis McLeese and his son Robert, the event's
best asset is its
location; a spectacular 500 - acre Georgian Bay property whose manicured fairways and deep blue waters present a backdrop to rival the venerable Pebble Beach — acknowledged as the most prestigious event of its kind.
In our recent white paper,
Asset Location for Taxable Investors, Justin Bender and I argue that most investors are
better off keeping their bonds in an RRSP, while equities should be held in a taxable account (assuming, of course, that all registered accounts have been maxed out).
Then odds are pretty
good that you also need to be adding additional savings and an IRA is a
good location to put those
assets because of the other benefits that they confer.
And of course, this time horizon and this
asset allocation gets mixed in with your tax planning as
well in the sense of
asset location.
3) From a
location perspective; note that other
assets in the portfolio might have
better characteristics in terms of leasing or
asset liquidity.
Market value includes both tangible
assets such as remodeling and upgrades made to the property as
well as
location like its proximity to downtown or other areas of interest.
A
well balanced, low - cost index fund portfolio, with strategic and tax efficient
asset location, offers the
best cost containment, diversification and flexibility (in my opinion).
Suggest an inventory of
assets and liabilities be prepared as
well as the
location of the
assets.
Its
best asset is undeniably its
location, and not the two classic cars parked in front which draw a lot of attention but are out of service.
Great
location, Kadek is the
best asset to the place and is very proud do her work.
Proving that you don't have to get down and dirty to go camping is the Agnes Water Beach Holidays Park, whose
best assets include hot showers, an absolute beachfront
location, and an on - site cafe serving up home - made cakes and a quality brew (of coffee, that is) on their alfresco deck.
Each situation is
best analyzed on a case - by - case basis, taking into account factors such as the type of remedies which may be required, the financial compensation needed to make the client whole, the
location of the Chinese party's
assets, anticipating what may go wrong, as many other factors.
But, even if you don't want to talk about it, it's a
good idea to keep a list of your
assets in your safety deposit box, with your lawyer, or attached to your will, including a description of them and the
location of your bank accounts and other investments.
The legal notice further grinds the investment website for failing to disclose material facts about its company, including the identity of its founding members,
location of its operations, information about
asset liabilities and guarantees, source code behind its proprietary «trading software,» as
well as the fact that affiliate reps who receive referral rewards are in violation of the Securities Act.
General OS and application support for laptop and desktop users, support for wireless and VPN connectivity to the Plano office Upgraded 50 + employees to Microsoft XP Professional Version IT
asset tracking and ordering Involved with planning as
well as rolling out ShoreTel VOIP Phone system Planned and implemented a higher bandwidth fiber data connection to Plano
location while cutting over $ 2500.00 per month in IT expenditures.
Our portfolio is mainly comprised of multi-tenant, Class A office properties located in dense, urban areas or central business districts, mixed - use retail or grocery - anchored centers in high barrier - to - entry
locations featuring credit - quality anchors, as
well as Class A multifamily properties, including student housing
assets, strategically positioned in our target markets and in high - demand
locations.
«But they will probably have the lowest rates around if it is a
good quality
asset and a
good quality
location with
good sponsorship,» says Derk.
But with their laser - like focus on top - quality
assets in the
best locations and high long - term yields, they haven't had the opportunity to deploy much of that capital, industry sources say.
«Overall, this opportunity fit
well with PCCP's debt strategy as the retail center is a
well - performing
asset in a strong
location with both durable in - place cash flow and immediate value - add opportunities.»
In addition to a high parking ratio of 5.5 / 1000, key features of the
asset include a flexible, open floor plan to accommodate a wide spectrum of operations, a convenient
location just off Mineral Avenue with easy access to Santa Fe Drive and State Highway 470, as
well as multiple dock and grade - level loading doors.
«The bid looks
good for Simon, given the likelihood of healthy promotes on Farallon's 50 percent stake, the quality
locations of many of Mills» properties, and
asset under - management given Mills» troubles,» Litt wrote in a note on Feb. 5.
CMBS lenders have been a
good source of capital in tertiary markets because they are finding it difficult to compete with life insurance companies and banks for higher quality
assets in
better locations.
Unlike foreclosures or short sale listings,
well priced inventory homes are plentiful so the investor can focus on which
asset offers the
best package of
location, price, amenities and incentives, instead of getting into an ego war with twelve other bidders.
Value - add repositioning of older multifamily in
good primary market
locations — that is, upgrading
assets from a class - B to a - B + or - A — continues to make sense to me.
The
better the
asset class and
location, the lower cap rate.
The same traits that make a
location good for people with low and moderate incomes — walkability, job opportunities, transit services — make it a valuable municipal
asset that if sold at market value would generate a windfall.
I think anything over $ 100 positive cash flow is a
good deal, especially if the property is located in a romantic
location with lots of appreciation... You're benefiting from owning and controlling that
asset, while your tenant is making the payment!
The key is to look for
assets in the
best location with a balance that cater to students, tourists, and workers alike.
Given the increasingly competitive retail environment, retail C - suite executives would be
well served to shift their thinking and begin viewing real estate as a financial
asset rather than just an operating
location.
«Adding these two high - quality
assets to our D.C. portfolio is directly in line with Oxford's U.S. strategy of investing in core
assets in core
locations in
well - defined markets,» Oxford Senior Vice President of Investments Chris Mundy said in a prepared statement.