Sentences with phrase «estate part of an investment strategy»

It's obvious why making real estate part of an investment strategy can be advantageous to the savvy investor.

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.

When you are residential real estate investing you want to pick a strategy or investment type that works for the specific part of town you are looking to purchase.

This is a key aspect of cash value life insurance AND can be applied as part of a retirement planning with life insurance strategy OR as a way to create private financing for real estate or other investments.

Besides direct investment in properties, part of my new real estate strategy has been to use the new crowdfunding resource to diversify my portfolio and take some of the headache out of rentals.»

They'd rather go with a related strategy that sounds more sophisticated: there's the Permanent Portfolio (equal parts gold, stocks, bonds and cash), the Endowment Portfolio (which mimics the Yale and Harvard investment funds, with a focus on real estate), the All Seasons portfolio (favoured by Tony Robbins in his most recent bestseller, with lots of bonds and a dash of commodities), and a host of others.

I am investing in real estate now as part of my conservative investment strategy.

For example, during retirement, life insurance can become a key part of a tax - deferred investment and estate - preservation strategy.

You can consider one part of your overall strategy for estate planning and long - term investment.

This is a key aspect of cash value life insurance AND can be applied as part of a retirement planning with life insurance strategy OR as a way to create private financing for real estate or other investments.

I wasn't about to let these problems keep me from using real estate crowdfunding as a part of my larger real estate strategy so I borrowed from a solution that worked with direct property investment.

Signing with RealEnergy is part of a two - pronged strategy to reduce costs and beef up efficiency, says Randy Bessolo, managing director of Transwestern Investment, which has acquired more than $ 3 billion in real estate assets in the United States, including 10 million sq. ft. of office space.

Marketing is a part of any successful real estate investment strategy.

Real estate investments are often part of the investment strategy employed by insurance companies to satisfy current and future liabilities.

The deal is part of a strategy to cash in on SBE's real estate investments and focus on its management operations, Nazarian said when he announced the planned sale a year ago.

MONTREAL, TORONTO June 15 (Reuters)- Sun Life Financial said Monday it is acquiring North American real estate investment manager Bentall Kennedy Group for C$ 560 million, as part of the financial services group's larger strategy to expand its capabilities in commercial property.