Sentences with phrase «qualifying asset portfolio»

Core requirements for prospective investors include solid experience leading a profitable business, presentation of a qualifying asset portfolio, mandatory passive investment in a guaranteed government program for a set time period, and proof of a legal source of capital.

Not exact matches

The portfolio contains all tax - qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property that also meet certain minimum size and liquidity criteria.

You withdraw the assets from the investment portfolio at the end of the specified periods for Qualified Higher Education Expenses.

So you can have pretty significant assets — such as a paid - off home and a large investment portfolio — and still qualify for GIS, as long as you don't generate a lot of income.

Extra points if: As with the qualified charitable distribution, donating highly appreciated assets helps can help reduce risk in a portfolio at the same time it yields a tax benefit.

Tax tip: For a company to qualify as a QSBC at the time of a future sale, it may be necessary to take steps now to remove from the company non-active business assets, such as excess cash or portfolio investments.

The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).

The life insurance company may also consider other factors, such as your net worth, asset portfolio or business operations to determine if you can qualify for more than this amount of protection.

Whether you want to acquire assets, find qualified buyers or capital sources, r ecapitalize or determine the future of your portfolio, JLL's Capital Markets teams have the connections and credibility to deliver value throughout the investment cycle and have specialists across property types:

Whether you want to acquire assets, find qualified buyers or capital sources, determine the future of your portfolio, we can deliver.