California AB 1033: A First-Hand Guide to ADU Condo Conversions
Key takeawaysCalifornia AB 1033 allows certain ADUs to be legally converted into separate condominiums, creating a new path for homeowners to sell or finance an…
Category: Investing
How Bay Area Property Owners Can Defer Taxes and Earn Passive Income via Section 721 Exchange
If you’re like many Bay Area real estate investors, you’ve probably owned your rental property for years—maybe even decades. And thanks to the skyrocketing appreciation…
Converting a Bay Area Rental Property to a Primary Residence with a 1031 Exchange
Key takeawaysYou can’t 1031-exchange straight into a primary residence. The replacement property has to be acquired and operated as an investment first—typically by renting it…
Benefits Of 1031 Tax Deferred Exchanges In San Jose CA
A 1031 exchange is a method for postponing taxes when selling one piece of real property and buying another. Properties used for business or investment…
Proof That Major Pre-Sale Renovations Rarely Pay Off for Bay Area and Silicon Valley Homeowners
takeawaysFor most Bay Area and Silicon Valley homeowners, major pre-sale renovations rarely deliver a positive return. The data shows that big remodels often cost more…
Cost Segregation for Bay Area Real Estate Investors
takeawaysCost segregation doesn’t change how much a property depreciates—it changes when you get the tax benefit. By accelerating depreciation, Bay Area investors can improve near-term…
The Tax Side of Moving: What Bay Area Homeowners Should Know Before Selling
If you've ever thought about packing up and making a move, you know it's not just about finding the perfect new place.There's a whole tax…
The ol’ 1031 Five-Year Switcheroo
So here I am, working on doing my own personal 1031 Exchange. I've done plenty of deals where either the buyer or the seller was doing…