Real Estate Services
Passive Ownership Investment Real Estate with a Delaware Statutory Trust (DST)
Consider a tax-deferred 1031 exchange into a diversified portfolio of commercial Delaware Statutory Trust(DST) properties which are structured by real estate firms with significant experience and strong operational resumes.
Own Investment Real Estate?
Have you heard of the potential benefits of a 1031-Tax Deferred Exchange into a Passive Ownership of commercial properties with a Delaware Statutory Trust (DST)?
Let us HELP you get and close a 1031 listing – Ten Examples
There are many approaches to closing 1031 listing. Let’s explore 10 of them…
Why Delaware Statutory Trust Are Great for Estate Planning
The fractional ownership benefit of DSTs can help ease family tensions among heirs.
Own Investment Real Estate? It’s a Seller’s market
For those of us who own investment real estate with simple inflation and given periods of supply and demand, we have seen our property values dramatically increase in value over time.
Investing in Direct Ownership Real Estate as a Passive Investor – same as 1031 Tax-Deferred DST Investors
Delaware Statutory Trusts (DSTs) have earned a rightful position among 1031 exchange investors as a popular and efficient way to reinvest the proceeds from an investment property sale while deferring capital gains taxes on any property appreciation.
Are You Financially Organized?
Let’s explore what being financially organized is all about.
Information on 1031 Tax-Deferred Exchanges
In disposing of appreciated real estate, generally, there are three basic limited options…
Understanding A Delaware Statutory Trust And How They Work With 1031 Property Exchanges
In the majority of cases, 1031 Exchanges are completed by the investment property owner with the help of a real estate broker. However, if suitable, there may be another alternative – a passive solution to satisfying a 1031 Exchange – and that is a Delaware Statutory Tr…
WEALTH has been created by investing in the Stock Market and Real Estate
As a financial advisor for more than thirty years, I have always recommended a diversified investment portfolio which matches one’s goals and objectives.
Developing a Personal Financial Plan
Investing is an interesting topic and is unique to everyone. We feel it is extremely important that before any investment is considered that we should look to determine “what kind of investment do I need? It’s important to have a financial check-up before buying (or being sold) any investment.
In our planning process, we help you understand exactly what type of investment you should consider to match your personal goals and objectives.
Do you need extra income or growth investments? Have you, first, maxed out your current retirement opportunities with your employer? Are you self employed? If so, taking advantage of the many retirement plans which help manage taxes while providing tax-deferred growth? Are your current investments causing you unnecessary taxes? (a review of your tax return will let you know). Are your investments diversified? We also believe, where suitable, a portfolio should include investment real estate for diversification – and not having all your investments in the volatile stock market. However, diversification does not ensure a profit or protect against loss in a declining market.
If you are over 50, in or nearing retirement, do you work with a Money Manager who has an exit plan? Most advisors have a Buy & Hold (Hope) Strategy.
For our clients who do not want to suffer another giant drop in the stock market, we provide a Tactical Money Manager who has a Buy, Hold and SELL strategy that aims to alleviate this potential loss.
The concept of the SELL strategy is to exit the stock market and move to cash or high yield bonds and avoid stock market declines.
Bottom line, a personal financial plan will help determine what choices of investments are appropriate for your unique situation. So many people have been sold investments without a plan. To us, it’s like having surgery, before an exam.
When should you review what you have and… what you need? Now.
*Strategy performance is not guaranteed or indicative of future results
