Analyzing the rate of return for debt-leveraged property within an IRA can be complicated, especially if you are unable to calculate the expense of UBIT for the investment.

 

This service is useful for investors who are anticipating the purchase of debt-leveraged property, but are unsure of how to optimize the rate of return. Factors such as debt pay down, LTV, cap rate, and mortgage interest can complicate the calculation further. IRS Tax Services can help.