Real estate

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?

For clients who own investment properties, there are options that can make life easier.

Research firm Cerulli reports that investing in private equity, real estate and other alternatives was up 23% in 2022.

As interest rates rose and stocks fell over the summer, Americans saw their wealth decline.

A New Yorker about to retire considers buying property across the pond. Should she take the plunge? The experts weigh in.

NASAA proposes new conduct standards for real estate trusts, updating net income and worth limits.

For the last 100 years, the transactions have helped ensure the continuity of an original investment, with wide-ranging economic benefits.

What's the safest, most effective way to provide financial assistance? Ultimately, it's about control and trust.

"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.

With the passage of so much tax legislation over the past several years, there is tremendous opportunity for savings and planning.

In the first episode of the five-part documentary series, we look at how disparities in net worth and mortgage discrimination impact Black home ownership — and why it's impossible to close the gaps without attacking systemic racism.

This five-part series is a comprehensive effort to explain the racial discrimination Black Americans face in our financial system.

A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.

“No one could have envisioned what this virus was going to do to the commercial real estate space,” an expert says.

Today's near-3% rate is pretty extraordinary. If you don’t have a professional loan advisor in your network, now is the time to get one, writes our columnist.

The number of pending sales dropped annually in 17 of the top 35 metro areas, data show.

A planner's casual query about his workspace prompted a rousing discussion in an online chatroom. The conclusions that emerged suggest a reimagined physical and virtual space for planners to meet clients.

From the Midwest to mid-Atlantic, here's a look at 12 housing markets where first-time homebuyers find the most affordability, according to NerdWallet.