A Better Understanding of UBIT & UDFI

Real estate can provide a viable option for IRA users looking to expand and diversify their income-yielding investment strategy. Real estate can represent a stable, alternative long-term investment option compared with the volatility of the stock market. There are several options available to self-directed IRA investors that will allow them to do this.

When investing in real estate, it is important to remember that there are many moving variables – from choosing an investment strategy, to the due diligence process that may make or break a real estate investment. IRA investors should be aware of these when deciding on their investment, especially when it comes to the subject of property taxes.

Listen as NuView Vice President, Jason DeBono, discusses everything you need to know about UBIT and UDFI as it pertains to your investments.

What to expect:

– What is UBIT? What is UDFI?

– Exclusions & deductions

– Calculating your taxes

– UBIT/UDFI considerations

– And much more!