Tokenized Real Estate: RWA Fractional Ownership, Rental Yields, and Tax Strategy for High-Net-Worth Portfolios

This episode examines the financial planning implications of tokenized real estate (RWA), focusing on fractional ownership structures, automated rental yield distribution, and the specific tax challenges of on-chain property investment.\n\n- How does the use of an SPV impact the tax classification of tokenized rental income?\n- Can investors utilize Section 1031 exchanges for blockchain-based real estate tokens?\n- What are the FIRPTA implications for international holders of tokenized U.S. assets?\n- How do smart contracts manage the distribution of rental yields compared to traditional property management?\n- What are the primary liquidity risks associated with secondary markets for RWA tokens?\n- How should tokenized real estate be integrated into a holistic estate plan?\n- What are the tax reporting differences between Schedule E and dividend-based distributions in RWA?\n\nDigital Asset Planning is hosted by Ran Chen, EA, CFP®. He is a seasoned financial professional specializing in complex cases for high-net-worth individuals and families with international backgrounds. Unlike standard crypto commentary, this podcast focuses on the intersection of digital assets and real-world financial planning—including tax strategy, estate and legacy planning, cross-border jurisdictional issues, and risk management. We help serious asset holders move beyond speculation toward long-term responsibility and protection. For more resources, visit https://digital-asset-planning.com.