What you need to know about self-certifying as an accredited investor

A row of white circular tokens with blue checkmarks is arranged diagonally on a blue background, with one black token featuring a tangled scribble symbol among them.

Accredited investors can make strategic investment decisions simply because they have a lot more options available to them. They can access investments generally considered “riskier,” such as hedge funds, venture capital funds, and private equity funds. These investment opportunities are not always available to the public for several reasons. The U.S. Securities and Exchange Commission […]

How to invest in a rental property for beginners

A two-story apartment building with brick and siding exterior, balconies, and a sign reading Pendleton on a grassy lawn under a partly cloudy blue sky.

Investing in rental properties is often seen as a pathway to financial independence and wealth. This investment approach provides multiple income streams through rental payments, offering a potentially steady cash flow. Over time, property values also tend to appreciate, allowing investors to benefit from capital gains when they decide to sell their properties. Rental properties […]

Investments for accredited investors

A close-up of a rubber stamp and ink pad. The stamp is upside down and reads APPROVED, matching the red APPROVED mark stamped on the white paper beneath it.

Being an accredited investor can come with a few perks. Accredited investors are a group of people with the financial means or knowledge to access investments that others typically cannot. Accredited investments include certain hedge funds, venture capital firms, commercial real estate, private equity real estate, etc. For those who have achieved this status, it […]

Are 1031 exchanges a tax-deferred real estate strategy?

A calculator, eyeglasses, tax forms, a stack of cash, a note labeled Taxes, and a cup of cappuccino with heart latte art are arranged on a light surface.

The simple answer is yes. For owners who want to sell their current investment property while purchasing another, a 1031 exchange might be a good option. A 1031 exchange is a tax-deferred exchange that allows property owners to postpone capital gains taxes by reinvesting sale proceeds into another qualifying property. However, strict rules must be […]