Brian Moss New York
Bio
Brian Moss is a seasoned real estate professional at Coventry Real Estate Advisors, overseeing $850M in investments and leading strategic market growth.
Portfolio: https://brianmossny.com/
Stories (7)
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Inheritance Meets Investment: Adapting 1031 Exchanges in the Era of Wealth Transition
The Scale of the Wealth Shift The Great Wealth Transfer represents an unprecedented reallocation of assets, as trillions of dollars in real estate, investments, and business holdings shift from Baby Boomers to younger generations. Real estate is a central component of this transition, and with it comes the opportunity—and challenge—of applying 1031 exchange strategies in a changing investment environment. By deferring capital gains taxes when replacing one investment property with another of equal or greater value, 1031 exchanges have long been a favored method for preserving capital. However, these strategies require careful reevaluation in a massive generational transition.
By Brian Moss New York6 months ago in Education
Reviving Urban Landscapes: The Role of Mixed-Use Developments in Community Transformation
As cities grapple with the challenges of urban decay, overcrowding, and limited resources, mixed-use developments are emerging as a transformative solution to reinvigorate neglected areas and create vibrant, sustainable communities. These developments integrate residential, commercial, and recreational spaces within a single development, fostering dynamic environments where people can live, work, and play without the need for long commutes. By combining these essential functions, mixed-use projects have the potential to breathe new life into blighted areas, turning them into thriving hubs of activity and opportunity.
By Brian Moss New York7 months ago in Education
The Impact of the Great Wealth Transfer on 1031 Exchange Strategies
The United States is currently experiencing one of the largest wealth transfers in history. Often referred to as the "Great Wealth Transfer," this shift is set to move trillions of dollars from Baby Boomers to younger generations in the coming decades. This massive transfer of wealth is not just about money; it involves the passing of significant assets, including real estate. As these assets change hands, there are important implications for real estate investment strategies, particularly the 1031 Exchange. The 1031 Exchange is a tax-deferment strategy that allows real estate investors to defer capital gains taxes when selling a property, provided the proceeds are reinvested into another like-kind property. Understanding how the Great Wealth Transfer will influence these strategies is crucial for investors who want to preserve their wealth while navigating the evolving tax landscape. This article explores how the Great Wealth Transfer is likely to impact 1031 Exchange strategies and what steps investors can take to make the most of this situation.
By Brian Moss New York7 months ago in Trader
Navigating 1031 Exchange Strategies Amid the Great Wealth Transfer
The Great Wealth Transfer is reshaping the real estate investment landscape, especially in how investors and heirs approach 1031 exchange strategies. As trillions of dollars in assets pass from one generation to another, the way real estate is managed and reinvested is changing. This shift presents new challenges and opportunities for investors using 1031 exchanges to defer capital gains taxes and grow their property portfolios.
By Brian Moss New York8 months ago in Education
The Future of Cities: The Rise of Mixed-Use Redevelopment
A New Vision for Urban Space Cities around the world are undergoing a transformation. As populations rise and the demand for space intensifies, urban planners, developers, and civic leaders are turning to mixed-use redevelopment as a strategy to reinvigorate aging infrastructure and meet the evolving needs of residents. This approach integrates residential, commercial, cultural, and sometimes industrial spaces within a single development or neighborhood, creating dynamic, walkable environments that blend living, working, and leisure. The appeal of this model lies in its ability to create vibrant communities while using land more efficiently and sustainably.
By Brian Moss New York8 months ago in Education
Scaling Real Estate Investments Through Strategic Joint Ventures
In the competitive and capital-intensive world of real estate, growth and scalability often hinge on strategic collaboration. Joint ventures are one of the most effective paths to expanding real estate portfolios, accessing new markets, and mitigating risk. Whether between institutional investors, developers, family offices, or individual stakeholders, strategic joint ventures (JVs) provide a framework for combining resources, expertise, and risk-sharing to achieve outcomes that might be impossible individually. As the real estate landscape becomes more complex and opportunity-driven, these partnerships are not just advantageous but essential for forward-thinking investors looking to scale efficiently.
By Brian Moss New York9 months ago in Lifehack
The Great Wealth Transfer and Its Impact on 1031 Exchange Strategies
The United States is currently witnessing a significant shift in wealth, often referred to as the Great Wealth Transfer. As Baby Boomers pass on, their assets-estimated in the trillions—are being transferred to younger generations, primarily Gen X and Millennials. This generational wealth shift is affecting many sectors of the economy, and real estate is no exception. The 1031 exchange, a powerful tax-deferral strategy for real estate investors, is becoming increasingly relevant as wealth transitions to younger generations. This article examines how the Great Wealth Transfer is influencing 1031 exchange strategies and why it’s an important tool for managing wealth during this transition.
By Brian Moss New York9 months ago in Education
