In the past 20 years of performing title research for investors, we have been fortunate to hear some great stories of success and failure, which have been interesting and informative. Passing these along to other investor clients is often helpful and entertaining. Here are a few from our “Title Search Chronicles” South Carolina – A…

If there exists a subject that has the power to frustrate IRA real estate investors, it’s UBIT – or Unrelated Business Income Tax. Many investors shy away from certain IRA real estate investments out of fear that UBIT will take a big chunk out of their earnings. The truth is, there are still gains to…

The 1031 exchange has been a part of the US tax code since 1921. It is widely used, inexpensive and not complicated. Thousands of investors, large and small, use it daily. The gain can be deferred as long as a replacement property is purchased within 180 days. Potential properties must be identified within 45 days…

My mother-in-law passed away on January 1, 2016. I know this sounds like a strange way to start a blog, as usually I look for inspirational nuggets to propel you to new heights, or I explore new methods of acquiring and selling properties, or I expound on ways to find no-hassle money. However, with the…

As many of you are aware, over the past several years, we have seen many changes and transitions within the mortgage industry and there is still a carryover from the mortgage crisis in 2008. The market has shifted from away from the wall street investors which was the main contributing factor to the crisis, so…

I recently received an email from one of my friends who works in real estate. He fears we are in a bubble and it could collapse at any time. The following is his message.   Hi Tom, I had a good call with my friend John today – he and his son, Luke, have been…

You finally pulled the trigger and bought that fabulously priced condo in Estes Park, Colorado, using your IRA funds. After a few renovations, you picture it being a perfect mountain get away for tourists and locals alike. You’ve already got the contracting companies in mind to help spearhead your design projects, and your IRA has…

How many times has one of your clients asked you “How should I take title to my new home?” It’s a question I get all the time as an estate planning attorney. You have the opportunity to make sure that your clients have all the benefits of rightly titled property and they will definitely thank…

One of the key figures behind the expansion of the American steel industry in the 19th century and author of several well-read books, Andrew Carnegie, was able to deduce the secret behind wealth generation during his era. With the growth in technology and emerging industries, real estate has taken a back seat, but it is…