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646 Terms
89 Beginner

Legal & Regulatory Terms & Definitions

Contracts, regulations, compliance, entity structures, zoning, permits, and landlord-tenant law.

What You'll Learn

  • Essential legal & regulatory terminology
  • Practical applications and examples
  • Professional investment language
  • Common usage in real estate

Quick Overview

89
Beginner
117
Advanced

Structured Learning Path

Master legal & regulatory with our progressive approach

Advanced

Advanced Applications

Complex strategies and professional concepts (117 terms)

Equity-for-Property Swap
67672

An Equity-for-Property Swap is an advanced real estate investment strategy where an investor exchanges equity in one or more properties or entities for direct ownership of another property, often to achieve tax deferral, portfolio restructuring, or strategic asset acquisition.

Capitalization of Asset Retirement Obligations
56067

The accounting process of recognizing the estimated cost of an Asset Retirement Obligation (ARO) as a liability and capitalizing a corresponding asset, which is then depreciated over its useful life, reflecting the future costs associated with retiring a long-lived asset.

Subordination Agreement
50259

A legally binding contract that alters the priority of liens on a property, allowing a senior lienholder to voluntarily place their claim in a junior position to another, typically to facilitate new financing or complex transactions.

Unrelated Business Income Tax
43669

Unrelated Business Income Tax (UBIT) is a tax levied on the net income of a tax-exempt organization, including certain real estate investment vehicles, derived from a trade or business regularly carried on and not substantially related to its exempt purpose.

Inverse Condemnation
41133

Inverse condemnation is a legal action initiated by a private property owner against a government entity to recover "just compensation" for a taking of their property, where the government has not formally exercised its power of eminent domain but has effectively deprived the owner of beneficial use or value.

All Legal & Regulatory Terms (646)

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Tax Lien Auction

Intermediate

A tax lien auction is a public sale where investors can purchase property tax liens from local governments, earning high-yield interest on delinquent property taxes until the property owner pays the debt or the investor can initiate foreclosure proceedings.

5 min4938 views

Tax Planning

Advanced

Tax planning in real estate involves strategically optimizing an investor's tax liabilities through proactive financial and legal decisions, leveraging deductions, credits, and deferral strategies to maximize after-tax returns and ensure compliance.

7-9 min6404 views

Tax Reporting

Intermediate

Tax reporting for real estate investors involves accurately documenting all income, expenses, and capital events related to investment properties to comply with IRS regulations and optimize tax liabilities.

6 min13945 views

Taxable Event

Intermediate

A taxable event is any transaction or occurrence that results in a tax liability, requiring an individual or entity to pay taxes to a government authority. In real estate, these often involve the sale of property, depreciation recapture, or certain refinancing scenarios.

3 min6531 views

Taxable Income

Intermediate

Taxable income is the portion of an individual's or entity's gross income that is subject to taxation after all allowable deductions, exemptions, and credits have been applied. For real estate investors, it determines the actual income on which taxes are paid.

12-13 min19898 views

Tenancy in Common

Intermediate

Tenancy in Common (TIC) is a form of co-ownership where two or more individuals hold distinct, undivided interests in a property, allowing for unequal ownership shares and independent transferability of each owner's portion.

5 min18675 views

Tenant

Intermediate

A tenant is an individual or entity who occupies real property owned by another, typically a landlord, under a lease agreement in exchange for rent payments.

13-14 min9594 views

Tenant Credit Check

Intermediate

A tenant credit check is a vital part of the tenant screening process, providing landlords with a detailed report of a prospective renter's financial history to assess their reliability and ability to pay rent.

6 min16524 views

Tenant Default

Intermediate

Tenant default occurs when a tenant fails to uphold the terms of their lease agreement, such as non-payment of rent, property damage, or other lease violations, requiring landlords to follow specific legal procedures to resolve the breach.

12-13 min16063 views

Tenant Improvement

Intermediate

Tenant Improvement (TI) refers to modifications made to a commercial space to customize it for a tenant's specific needs, often funded in part by a Tenant Improvement Allowance (TIA) from the landlord.

15-18 min1138 views

Tenant Ledger

Intermediate

A tenant ledger is a comprehensive financial record detailing all monetary transactions between a landlord and a specific tenant, tracking charges and payments chronologically.

2-3 min5267 views

Tenant Non-Payment

Beginner

Tenant non-payment occurs when a tenant fails to pay rent or other agreed-upon charges by the due date, violating the terms of their lease agreement.

2-3 min19076 views
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