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Did You Know Real Estate Funds Get This Powerful Tax Break?

This tax loophole really slipped under the radar, so don’t feel bad if you missed it. Earlier this year, the IRS clarified the rules for a special tax break available to investors in real estate under the Tax Cuts and Jobs Act of 2017. Here’s the good part. You don’t have to own an entire […]

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Open Concept Still Ranks Tops Among Younger Homebuyers

In the market for a new home? The open floor plan is still the most popular layout among homebuyers, especially younger ones, says the National Association of Home Builders. Older buyers preferred a single story home, while younger buyers, especially millennials, were on the lookout for a two-story home and a basement (good luck with […]

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Downsizing In Retirement: Tips To Make It Work For You

We can’t begin to tell you how many clients are calling us to say they’re thinking of downsizing. They want to talk to us about their plans for buying a new home and changing their lifestyle. Our job is to make sure they can afford to do everything they’re dreaming about. But here’s the surprise. […]

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Florida Attracting Tax Refugees From Up North

More northerners in high-tax states are cashing in their real-estate chips to move to places like Florida, reports the South Florida SunSentinel. Real estate pros say “a steady flow of tax refugees” is heading to the Sunshine State from places like New York, New Jersey and Connecticut. Some real estate experts in the know claim that […]

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Mortgage Rates Drop Below 4% Again, Giving A Boost To Home Sales

Buying or selling a home? Bet you didn’t think 30-year fixed mortgage rates would be back under 4% again! That’s a percentage point below where rates were at the end of last year, helping to encourage more buyers to get into the market and making homes more affordable and easier to finance. Mortgage rates have […]

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Learning From A Pro: Investing In Real Estate

Quick shout out to my college friend Cliff Hockley (CMC ’79) on his new book “Successful Real Estate Investing: Invest Wisely, Avoid Costly Mistakes and Make Money.” It’s entertaining and insightful; must-reading for both new and experienced real estate investors. The book is organized into short, easy-to-read chapters with real life examples of real estate […]

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Renting Vs. Buying: Which Makes You Richer Over Time?

A client asked us recently whether it’s better to buy or rent a new home. That’s an important question, since a family’s home is often its most valuable asset. And of course, the “right” answer can change with time. To help answer the question, I dove into some exhaustive academic research published a few months ago […]

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More Wealthy Northerners Relocating To Sunny Florida

The great real estate relocation may be underway. “Luxury sales are slowing across the country, from New York to California, but they’re rising in South Florida,” reports Bloomberg, which says million-dollar plus home sales jumped as much as 15% in our area at the end of 2018. What’s behind the surge? Real estate brokers say […]

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Fore! Is Life On The Links The Right Move For You?

For many people, living in Florida in a golf club community is about as good as it gets. The weather is balmy, the houses are beautiful, the landscaping is lush, and of course, there’s golf just outside your door. The appeal of golf club living draws many people to South Florida communities that offer year-round […]

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What You Need To Know About The Florida Homestead Exemption

If, like some of our clients, you’ve recently purchased real estate in Florida or are contemplating doing so in the future, you’ll want to read this timely reminder about the Florida Homestead Exemption. I asked real estate attorney Linley B. Schatzman at Shapiro Blasi Wasserman & Hermann in Boca Raton to explain how the Florida Homestead Exemption works […]

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