Category Archives: Investment

CAP Rate? Cash on Cash? Or IRR?

CAP Rate, Cash on Cash Returns, IRR – What would you use to accurately evaluate the return on your investment? Having a set of principles, procedures and tools that assist in interpreting financial data is important in itself. More important … Continue reading

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1031 Exchange/Strategic Planning is the Key

The basic requirements of a 1031 Tax Deferred Exchange appear simple enough. From the time you close escrow on an income property you own; you have 45 days to identify either 3 properties you may consider purchasing, or any number … Continue reading

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Investment Buzz from the Business Insider – August 2015

We are continually monitoring the Investment Climate and tracking the trends for commercial investment opportunities as they present themselves. Californians are experiencing unprecedented returns on long held properties as cash remains cheap and cap rates making sense in the sub-five … Continue reading

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CAP RATE CONUNDRUM

Someone recently approached me asking a question about Cap Rate Evaluations. In evaluating hundreds of cap rates, I have noticed the following well-known areas where I believe people “fudge” in order to “polish the cap rates,” and areas I believe … Continue reading

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Tax Deferred Exchange Primer

A Quick Guideline to the Art of the 1031 Exchange/2014 The New Year is a good time to re-visit the recent developments in the Capital Gains rates that were established in 2013. In essence; as predicted for years, the Federal … Continue reading

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Locking out the Lockout Clause

So on a beautiful quiet day in pastoral Sonoma County, after almost 3 years my 61 year old client Diane finally received the final order from the Court. It was ordered that Bayview Financial/M & T Bank was to return … Continue reading

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Will there be any opportunities for the commercial investor with health care reform?

The passage of the 2010 Patient Protection and Affordable Care Act (ACA) may result in some unique and interesting opportunities for the alert investor. OVERVIEW While the recession has been brutal to the commercial real estate industry forcing occupancy levels … Continue reading

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A Peek at Capital Gains for 2013

The Health Care and Education Reconciliation Act of 2010 (HCERA) added Internal Revenue Code §1411, which imposes a new 3.8% tax on net investment income, effective January 1, 2013. The new law imposes a 3.8% tax on the lesser of … Continue reading

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Make Hay While the Sun Shines

The story goes that an ambitious young man was praying to God daily for months; intensely imploring the higher power to help him win the lottery. After many months of praying, the man received a message from the Lord, “Sir, … Continue reading

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Stretching Your Retirement Dollar

It’s no secret that prudent investors have discovered the income potential of purchasing property out of their immediate area. Quick, inexpensive airline flights and easy internet access make it convenient to participate in this relative new and lucrative investment opportunity. … Continue reading

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