The One Asset Class That Outperformed During Every Major Market Dip
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management For high-net-worth, accredited investors, one question looms large during economic turbulence: Where can I allocate capital that actually performs when markets falter? History points to one overlooked but proven answer: Self Storage. While the stock market, government bonds, and even traditionally “safe” real […]
Is Your Alternative Portfolio Missing This Key Asset?
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management For decades, accredited investors, family offices, and institutional managers have built wealth through carefully balanced allocations of stocks and bonds. While these remain the backbone of most client portfolios, the market cycles of the last two decades have exposed the limits of traditional […]
How to Protect Capital and Build Cash Flow Without Betting on the Stock Market
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management For generations, investors have been told that long-term wealth comes from owning a mix of stocks and bonds. And while this traditional playbook has produced returns for some, recent market volatility has left many asking a different question: How do I protect capital […]
How to Spot a Top-Tier Sponsor in a Sea of Flashy Marketers
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management In today’s investment world, it’s not hard to find sponsors promoting opportunities. The challenge is separating those with real performance from those who rely on vanity metrics. Anyone can buy followers, hire an agency for sleek branding, or even use AI tools to […]
Can You Do a 1031 Exchange on a Vacation Home? Understanding IRS Rules
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate is a cornerstone of wealth-building, and a 1031 exchange offers a powerful way to defer capital gains taxes when selling investment properties. Named after Section 1031 of the Internal Revenue Code, this strategy […]
How to Successfully Complete a 1031 Exchange: A Step-by-Step Guide
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate is a powerful wealth-building tool, but selling a property often comes with a steep tax penalty that can derail reinvestment plans. A 1031 exchange, named after Section 1031 of the Internal Revenue Code, […]
The Pros and Cons of Doing a 1031 Exchange vs. Selling for Cash
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate is a vital wealth-building tool, but deciding whether to sell an investment property for cash or pursue a 1031 exchange presents a critical financial fork in the road. A 1031 exchange, named after […]
How a 1031 Exchange Maximizes Your Investment Potential | The Ultimate Guide to Tax Deferrals
For accredited investors, building and preserving wealth through real estate is a proven strategy—but it’s not without challenges. One of the biggest hurdles? Capital gains taxes that erode profits when selling an investment property. Enter the 1031 exchange: a powerful tool under Section 1031 of the Internal Revenue Code that allows you to defer those […]
How a 1031 Exchange Can Upgrade Your Rental Income: Unlocking Higher Cash Flow
Rental income is the heartbeat of real estate investing for accredited investors—those with a net worth over $1 million (excluding their primary residence) or annual income exceeding $200,000 ($300,000 joint)—but not all properties deliver the cash flow you deserve. A single-family rental limping along at $20,000 a year on a $1 million investment, bogged down […]
1031 Exchange vs. Paying Capital Gains Taxes: Which Option Yields Better Long-Term Returns?
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate is a cornerstone of wealth creation, but deciding what to do with an appreciated property can be a pivotal financial crossroads. Selling outright means facing immediate capital gains taxes, potentially siphoning off hundreds […]
