SREI Group
Alternative Investments & Wealth Management
Qualified Opportunity Zones legislation was a bipartisan effort designed to stimulate investment in economically distressed communities by offering tax incentives to investors. The OZ tax code was first introduced to the country as part of the 2017 Tax Cuts and Jobs Act, which allowed for certain investments in lower-income areas to receive tax advantages. The …
Delaware statutory trusts are private governing agreements under which property is held, managed, administered, invested, and/or operated for profit by one or more trustees for the benefit of the trustor entitled to the beneficial interest in the trust property. It is a popular tax-deferral investment strategy for estate planning or investors who want to transition …
A 1031 Exchange, named after Section 1031 of the Internal Revenue Code, is a tax-deferral strategy used in real estate investing. It allows investors to sell one or more appreciated properties and defer capital gains taxes by reinvesting the proceeds into one or more like-kind properties. This deferral means that instead of paying taxes on …
Diversification, possibly better returns, and exposure to non-traditional asset types are all advantages of alternative investments. In this article, we explain alternative investments and why capital fundraising in this class now exceeds $73 Billion by retail investors as of 2023 ($115 Billion[1] estimated for 2024). What makes them different from other investments, and why has …
For investors, the Federal tax code has, for over a century, offered an attractive exchange option to mitigate the tax burden, primarily used to defer taxes on capital gains related to real estate. 1031 Exchange Real estate investors have long become accustomed to utilizing the IRC 1031 exchange code to defer a taxable event obligation …
Global Infrastructure Investments and why are they important to an investor? The Global Infrastructure Investment sector is familiar and has been around for decades. Its design concept is to use private capital to assist governments worldwide in delivering high-quality essential assets and services to the communities they serve. What has recently changed is that world …
