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Real Estate Investment Trusts (REITs)

Real Estate Investment Trust Insights

June 26, 2019

Rental Real Estate Owners Could Qualify for TCJA’s Section 199A Deduction

The Tax Cuts and Jobs Act (TCJA) created a significant new tax deduction for qualified business income (QBI) for so-called “pass-through” entities for 2018 through 2025. But it also created uncertainty about whether owners of rental real estate were eligible for the deduction. Recent...

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May 06, 2019

Why Seller Financing May Be an Alternative to Consider in Commercial Real Estate Transactions

The commercial real estate market has been steadily making improvements since the 2008 financial crisis. While traditional financing is readily available, seller financing may be another viable option for many investors.   In seller-financed transactions, the seller generally gives the...

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February 11, 2019 Andreana Shengelya

The Future of the Qualified Business Income Deduction for RICs with Income from Publicly Traded Partnerships

The Treasury Department recently issued proposed regulations that address the flow through of qualified business income to shareholders of Regulated Investment Companies (RICs) for purposes of Section 199A. This section of the Tax Cuts and Jobs Act (TCJA) allows for up to a 20% deduction on...

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January 30, 2019 Robert Velotta

Proposed Regs Allow RICs to Pass REIT Income to Shareholders and Take Advantage of 20% Deduction

On January 18, 2019, the Treasury Department issued proposed regulation Section 1.199A-3 related to qualified business income, qualified Real Estate Investment Trust (REIT) dividends and qualified Publicly Traded Partnership (PTP) income. These regulations specifically address the flow through of...

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September 11, 2013 Robert Velotta

Transfers to Investment Companies: Pitfalls of Secs. 351 And 721

In many instances, property can be contributed to an entity by its owners in exchange for ownership interests, without gain or loss being recognized on the contribution. For corporations, the general rule under Sec. 351(1) is that “no gain or loss shall be recognized if property is...

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