News & Information
-
What Is a 1031 Exchange? What Passive Real Estate Investors Need to Know
A 1031 exchange is one of the more powerful tools in real estate investing — and one of the more misunderstood. For passive investors, it’s worth understanding both what it can do and where its limits are. This is a topic where the details matter a great deal, and where professional tax planning tends to…
-
What Are Qualified Opportunity Zones? A Brief Overview for Passive Investors
Qualified Opportunity Zones occasionally come up in conversations about real estate and tax strategy, so it’s worth knowing what they are — even if they’re unlikely to be relevant for most passive investors in most situations. The Basic Concept Qualified Opportunity Zones (QOZs) are economically distressed areas designated by the U.S. Treasury where investment is…
-
How Real Estate Depreciation Works — And Why It Matters for Passive Investors
Of the tax advantages associated with real estate investing, depreciation is the one that surprises people most. The IRS allows real estate owners to deduct a portion of a property’s value each year as it “wears out” over time — even when the property is actually appreciating in the market. For passive investors, this can…
-
Toyota’s $13.9 Billion Battery Plant in North Carolina: 5,100 Jobs and a Generational Investment
North Carolina secured one of the largest manufacturing projects in its history when Toyota Motor Corporation selected the Greensboro-Randolph Megasite in Liberty for its first battery plant outside Japan. Now operating as Toyota Battery Manufacturing North Carolina, the project represents approximately $13.9 billion in total investment and about 5,100 jobs. This is structural growth —…
-
Scout Motors Selects Charlotte for New Headquarters
Electric vehicle manufacturer Scout Motors has announced it will establish its corporate headquarters in Charlotte, bringing approximately 1,200 jobs to Mecklenburg County. The project was announced in coordination with the Governor’s Office, the North Carolina Department of Commerce, and the Economic Development Partnership of North Carolina, reflecting continued alignment between state-level policy and local execution.…
-
Business Facilities Names North Carolina 2025 State of the Year — A Strong Backdrop for Multifamily and Neighborhood Shopping Centers
2025 State of the Year Business Facilities, a national site selection publication, has named North Carolina its 2025 State of the Year. The award reflects measurable job creation, capital investment, and sustained economic performance. Companies making relocation and expansion decisions follow these rankings closely. Investors should as well. North Carolina’s recognition means that the state…
-
How Long Is a Passive Real Estate Investment? Understanding Hold Periods and Liquidity
When you invest as a limited partner in a real estate syndication, you’re committing capital for an planned period — typically somewhere between three and ten years. Understanding what that means for your money, and why the timeline exists, is one of the most important things to think through before you invest. What Is a…
-
How Limited Partners Get Paid in Real Estate Syndications
When someone invests as a limited partner (LP) in a real estate syndication, returns are earned through a structured, predefined arrangement — not stock-price movement or dividends. Understanding that structure before you invest is essential. This article explains what a preferred return is, how profits are split, and where the money actually comes from. What…
-
Holding Real Estate LP Interests in a Trust: What Investors Should Know
When most people think about trusts, they think of complex estate plans for very wealthy families. In practice, trusts are a widely used and practical tool for investors at many levels — and they can be particularly useful for holding LP interests in real estate partnerships. Here’s a plain-language overview of how trusts work in…
-
Raleigh and Charlotte Continue to Rank Among the Nation’s Best-Performing Cities
The Milken Institute has released its Best-Performing Cities 2026 report. Once again, North Carolina’s largest metros rank near the top among large U.S. cities. For those who track economic fundamentals over multiple years, the takeaway is consistent: both Raleigh and Charlotte remain high-performing, diversified regional economies. Raleigh–Cary: Top 5 Among Large Metros Raleigh–Cary ranks #5…