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A little clarity for your next decision.
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Investor WorkspaceA little clarity for your next decision.
Questions, comparisons, and considerations for your next decision.
Planning guides for selling investment property: capital gains and depreciation recapture, tax deferral strategies, estate planning, due diligence, and retirement income.
Understand 2026 capital gains tax brackets for investment property, with income-stacking examples, depreciation rules, NIIT, and state tax differences.
Understand accredited investor income and net-worth tests, home-debt rules, licenses, and verification, with practical examples and current sources.
Compare direct property, hired management, DSTs, and REITs by workload, control, costs, liquidity, risk, and the separate passive-activity tax rules.
Learn how real estate sale tax works, from adjusted basis and mortgage payoff to depreciation, home exclusions, 1031 exchanges, and after-tax cash planning.
Learn how cost segregation works, which assets may qualify for bonus depreciation, and how to compare study costs, usable deductions, and later sale taxes.
Review depreciation recapture on rental real estate sales, including adjusted basis, ordinary income, the 25% maximum rate, and sale tax planning.
Build a real estate estate plan around family goals, ownership, tax basis, gifts, trusts, 2026 estate-tax rules, portability, debt, and cash needs.
Explore Jerry Baker's three-part investment review, the evidence behind a decision, and why every investment also needs a client-specific fit review.
Understand business-sale tax options, including installment sales, real estate exchanges, QSBS, and Opportunity Zones, with key limits and cash-flow tradeoffs.
Compare lawful ways to defer or reduce investment-property sale tax, including 1031 exchanges, home-sale rules, losses, installment sales, and gifts.
Learn how to review a private placement memorandum, test fees and debt, assess property assumptions, and resolve key questions before investing in a DST.
Compare hiring management, selling, a 1031 exchange, net leases, DSTs, REITs, and seller financing to reduce rental work while protecting your cash needs.
Meet Jerry Baker, founder of Baker 1031 Investments. Explore his real estate perspective, client service, securities role, and professional record.
Read about Jerry Baker's reported 2026 GlobeSt. recognition, the award criteria, and how industry awards differ from investment results.
Learn why stock cannot use a 1031 exchange, how to budget after taxes, and what to weigh before moving concentrated shares into real estate investments.
See how the 3.8% net investment income tax applies to rentals and property sales, with filing thresholds, worked examples, exceptions, and 1031 exchange rules.
Learn how seller-financed real estate installment sales divide payments into gain, basis, and interest, with debt examples, tax limits, and buyer risks.
Plan retirement with real estate by comparing spendable rent, reserves, debt, IRA withdrawals, Social Security taxes, Medicare premiums, and sale options.
Learn how section 1033 can defer gain after a qualifying property loss or condemnation, with replacement deadlines, award and debt examples, and basis rules.
Understand rental-sale tax, depreciation, 1031 exchange deadlines, partial exchanges, former-home exclusions, and the records to gather before closing.
Build a simpler retirement property portfolio by reviewing income, workload, debt, taxes, liquidity, diversification, and the handoff to your family.
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