Triple Net Investment Group

Alternative capital for NNN deals

A rising class of alternative capital lenders is stepping in to fill the void created by retreating regional banks. These are mostly private credit funds using their own capital to make loans, charging greater spreads than banks for NNN finance. Private equity credit has been biting off banks’ net lease lending business over the years, […]

The meaning of SVB Collapse for NNN property investing

Commercial real estate and triple net lease lenders are trying their utmost to grapple with the implosion of two large banks in recent days. Both failures – SVB and Signature – had up to 50% on their loans backed by commercial real estate, in addition to holding oversized crypto risk. Who else is at risk […]

1031 Exchanges: how NNN investors can avoid tax filing penalties

The 180 day deadline issue must be carefully considered by NNN investors in a 1031 exchange together with the impact of filing an extension for tax returns. Extensions are easily given by the IRS, BUT filing an extension does not extend the time to pay due tax. Triple net property investors must work with their […]

NNN Investors and Inflation

­  With more positives than negatives, an inflationary interest rate environment canbe positive for real estate investors. As always, the net benefit to a net leaseinvestor is NNN property specific. Generally, as inflation moves up, so too dointerest rates get tweaked upwards by the Fed to reduce asset prices and consumerprices in an inflationary environment. […]

Death Taxes and How to Lower Them

A death tax is a tax on a property transfer (after death) typically for estateslarger than $12.0MM. This number may change if and when Congressdoesn’t renew Trump’s Tax Cuts and Jobs Act, but the hurdle could still be atleast $5.0MM. In essence, large estates can potentially get taxed four times– one, on the assets in […]

Talmudic Principles for Real estate Investing

The oral Torah is comprised of the Talmud, a collection of Hebrew texts. The popularly cited Babylonian Talmud dates to about 500 CE. The two components that make up the Talmud are the original source (Mishnah), and the Gemara (includes elucidations on the Mishnah). There are many translations that mention the Talmudic principles of real […]

Step-Up in Basis for Inherited Properties

The step-up basis tax rule for inherited properties can be criticized as a tax break for the rich. The Center for American progress declared that a majority of the financial advantage goes to the top quintile of taxpayers. Some defenders of the step-up basis posit that this effectively impacts estates with a double dip tax when the federal estate tax […]

A Changing NNN Market

Despite ongoing Fed restriction of monetary supply and rising interest rates, financial conditions have relaxed in recent months. But curiously this laxity, together with a strong labor market, suggests that the Fed may continue to hike interest rates. Experts say that we can expect to see waves of inflation and interest rate hikes (and declines) […]