Real Estate Professional Status Shortcut: Qualify Faster for REPS

Key Takeaways About real estate professional status shortcut is tips and tricks to satisfy IRS guidelines for identifying rental owners as professionals for tax benefits. It details time and material tests and typical routes people take to satisfy the 750 hours and material participation. The guide contrasts recordkeeping, grouping rules, and practical steps that can […]

Pre-IPO Investing for Accredited Investors: Risks, Rewards & How to Get In

Key Takeaways Pre-IPO investing for accredited investors is the practice of buying shares in private companies before they list on public markets. It offers access to early-stage ownership, potential high returns, and tax-advantaged long-term gains while carrying liquidity and valuation risks. Typical paths include venture rounds, secondary markets, and equity crowdfunding reserved for accredited status. […]

Gold vs. Bitcoin: Which Is the Better Inflation Hedge?

Key Takeaways Gold versus Bitcoin as an inflation hedge solves which asset retains value as prices increase. Gold is a physical metal with hundreds of years of being used as a store of value and low daily volatility. Bitcoin is a digital asset with a limited supply and greater short-term volatility. Both provide inflation hedges […]

Section 1202: QSBS Capital Gains Exemption Explained

Key Takeaways QSBS 1202 capital gains exemption allows qualified small business stock holders to exclude up to 100% of gain from federal tax under certain conditions. Eligibility depends on holding QSBS for at least five years, satisfying active business requirements, and various limits based on acquisition dates and investor types. The rule can significantly reduce […]

Red Flags to Look Out for in Private Placement PPMs and Regulation D Due Diligence

Key Takeaways Private placements PPM red flags are warning signs in a private placement memorandum that may indicate legal, financial, or operational risk. They include unclear use of proceeds, weak disclosure of conflicts, missing audited financials, and vague exit plans. Investors often check adviser history, capitalization tables, and fee structures. Spotting these issues helps assess […]

Private Credit for Income: What Investors Should Know

Key Takeaways Income-oriented private credit funds are investment pools that provide loans to businesses and seek to return income on a regular basis. They typically provide greater yields than public bonds and concentrate on middle-market loans, direct lending, and structured credit. Pension funds and wealth managers are among the investors looking for stable cash flow […]

Preferred Equity vs Mezzanine Debt: Risks, Returns, and When to Choose

Key Takeaways Actionable next steps evaluate project needs, compare cost and control impact, consult legal and tax counsel, and use a decision matrix to match the appropriate instrument to goals, whether maximizing leverage, preserving ownership, or balancing risk and return. Preferred equity vs mezzanine debt are two hybrid finance options used in real estate and […]