How 1031 Can Help With Retirement Planning

A 1031 Exchange can help you defer taxes and build wealth for retirement – but what do you do when it’s time to finally sell? Section 1031 of the tax code allows for the deferral of capital gains taxes and depreciation recapture from the sale of real property if the seller purchases a property of like kind within 180 days of sale by rolling their gains into the new investment (along with meeting other requirements). [...]

By |August 12th, 2022|Categories: 1031 Exchange, Blog, Delaware Statutory Trust|

To Meet Investor Demand, Private Equity Funds Need to Adapt

Data shows new Private Equity funds are attracting a lot of capital in 2022. How can your fund stand out from the pack? The past few years have brought a lot of anxiety to the investing world, as we didn’t know how the pandemic would affect investors’ habits and risk considerations. A new report shows some encouraging signs for Private Equity and offers insight into what managers of both new and existing funds can do [...]

By |August 11th, 2022|Categories: Blog, Private Equity|

How EB-5 and Opportunity Zones Can Work Together

With the right strategy, it’s possible for OZ and EB-5 capital to be deployed as part of the same capital stack. We at JTC are experts in fund administration for the Opportunity Zones Initiative and the EB-5 Immigrant Investor program. While these two programs might seem completely different, their benefits line up in key ways that can allow developers, fund managers, Regional Centers, and investors to benefit by employing both government programs for the [...]

By |August 10th, 2022|Categories: Blog, EB-5, Opportunity Zones|

Who Has to Worry About the SEC’s New Climate Rules?

With so many potential new rules regarding climate and ESG disclosures, how can you figure out which ones apply to you? On March 21st and May 25th, 2022, the Securities and Exchange Commission released proposed amendments regarding disclosures about climate risks and ESG investment practices. When considered together, these sets of amendments amount to hundreds of pages of intricate details regarding how companies and funds inform investors and regulators of their practices. How can [...]

By |August 3rd, 2022|Categories: Blog, Impact-ESG|

Why Regional Centers are Choosing Third-Party Fund Administration in 2022

The EB-5 Reform and Integrity Act provides options, but with so much still unclear, third-party fund administration is proving a safe bet. Many in the industry were shocked earlier this year when, after the passage of the EB-5 Reform and Integrity Act of 2022, USCIS announced the deauthorization of all existing Regional Centers. Activity was halted until June 24th, when a federal court granted a preliminary injunction in the case of Behring Regional Center, [...]

By |July 26th, 2022|Categories: Blog, EB-5|

How 1031 Can Help Small Businesses Grow

By performing a like-kind exchange when relocating or expanding, you can invest more of your gains and allow your business to flourish. Most of what you’re likely to read about 1031 exchanges centers around rental properties such as single-family homes or multifamily apartment buildings. While it’s true that residential and large-scale commercial real estate are popular uses of 1031, it can also be a smart strategy for small business owners as they grow and [...]

By |July 15th, 2022|Categories: 1031 Exchange, Blog|
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