How Do I Know If My Investments are Performing?
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Make Informed Financial Decisions by Measuring Performance
What is the best way to Measure the Performance of Your Investment Properties?
When you look at your investment properties, each property is an asset that should be measured for performance just like any other asset. Having a good understanding of your investment performance enables you to make wise financial decisions. With the right tools, you will easily be able to identify and exchange into higher performing properties. Understanding how to measure performance is a key driver to maximizing your investment dollars.
Run an Asset Performance Test
The Asset Performance Test is a calculation that helps you understand the relationship between the money that is coming in from your property and the value of the asset.
Based on the asset you are measuring, either a Cash on Cash return or Cap Rate may be used.
This gives a baseline when considering better performing investments that meet your objectives.
Look For Higher Performing Properties
Savvy investor are always on the lookout to maximize their investment dollars. The asset performance test can be used to make a financial comparison between multiple properties. Understanding the returns for each of your investment properties enable you to decide quickly when better opportunities arise.
"Maximizing Your Investment Returns begins with a Simple Strategy Session to Discuss Your family's Goals"
Consider The Impacts of Capital Gains Taxes
Capital Gains Taxes are one of the greatest obstacles to meeting your investment objectives and generating wealth for generations. Executing a 1031 exchange enables you to defer some all of the capital gains taxes associated with the sale of a relinquished property. Through a 1031 Exchange allows investors to sell one or more investment properties and buy one or more "like-kind" properties that better meet their investing objectives. Understanding the opportunities a 1031 exchange presents and the strict rules around executing an exchange are keys to avoiding an unexpected tax bill.
Consider Other Asset types
A 1031 Exchange allows you to exchange your properties for properties that meet the definition of "Like Kind". The list of like kind properties include single family homes, multi-family housing, commercial buildings and other asset types. When considering maximizing your investment returns, consider other opportunities. Along with your tax advisor, we will help you understand the investment opportunities and structure a real estate plan based on your specific objectives.
Other Factors to consider
Investment returns are one factor that can guide your decision to retain your current investment portfolio or exchange into another. Factors such as the location, your time commitment and the goals of the family should also be taken into consideration when analyzing your investment portfolio.
Through a customized Real Estate plan, we work with your team of trusted advisors to to ensure your investments meet all aspects of your financial and real estate goals.
* Please seek the advice of a qualified Tax Advisor.
Interested in Earning More from your Investment Properties?
How do I Start Building Wealth With My First Home?
How Do I Build My Investment Portfolio?
How Do I know If My Investments are Performing?
How Can I Defer Capital Gains Taxes?
What Can I Do If My Investments Are A Burden?
How I Can Transfer Generational Wealth?
Why Trust The Rantis Group?
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