Rental properties can be a great investment aligned with your real estate goals, but they can also become burdensome in various ways—such as when a property sits vacant, requires excessive maintenance, or when tenants become difficult to manage. A well-crafted Real Estate Plan allows us to implement strategies that reduce the burden of managing rental properties, minimize Capital Gains Taxes, and ultimately help you achieve your family's financial objectives.
 
 
 
 
 
 
 

As we get older, managing an investment portfolio, especially rental properties, can become increasingly challenging due to "The Terrible T's"—Tenants, Toilets, and Trash.

Are you tired of dealing with difficult tenants?
Has property maintenance and repairs become overwhelming?
Is the property vacant or no longer performing as expected?

With the right plan in place, we can help alleviate the burden of managing your rental properties, while aligning with and supporting your family's long-term goals.

Once your family’s goals are clearly defined, we will guide you through options for protecting your assets from probate and capital gains taxes. Depending on your family’s needs, we’ll implement strategies that allow you to pass the benefits of real estate ownership to your heirs during your lifetime, ensuring a smooth transition of wealth for future generations.

When investment properties become burdensome, exchanging them for less demanding properties could be the ideal solution. By executing a 1031 Exchange, you can defer some or all of the capital gains taxes associated with the sale of your property. A 1031 Exchange allows you to sell one or more investment properties and purchase "like-kind" properties that better align with your investment goals. Understanding the opportunities a 1031 Exchange offers, along with the strict rules governing the process, is essential for a successful exchange that helps you meet your investment objectives.

A 1031 Exchange allows you to exchange your properties for others that meet the definition of "Like-Kind," including single-family homes, multi-family housing, commercial buildings, and other asset types. Depending on your needs, we can offer solutions that alleviate the burden of managing investment properties. In collaboration with your tax advisor, we'll help you understand the investment opportunities available and structure a real estate plan tailored to your specific objectives, ensuring the best possible outcomes for your portfolio.

When you sell real estate, the profit you make from the sale may be subject to taxes on the gain in value, known as capital gains tax. These taxes can pose a significant barrier to building generational wealth. One of the most crucial factors in minimizing capital gains taxes is understanding your Cost Basis, which directly impacts the taxable gain. Through a carefully crafted real estate plan, we aim to implement strategies that reduce or even eliminate capital gains taxes, helping families preserve and transfer more wealth to future generations.

We work closely with your team of trusted advisors—financial planners, CPAs, and trust attorneys—to ensure that the plan you choose aligns with all aspects of your financial and real estate goals.

A successful Real Estate Plan begins with a straightforward Strategy Session, where we will discuss your family’s objectives and begin tailoring a plan that best meets your needs.