Specialty:
Accredited Investors interested in selling their investment property, deferring capital gains via a 1031 exchange. They are unfamiliar with the DST (Delaware Statutory Trust) as an option for their replacement property and will need assistance understanding the new ownership vehicle as well as time sensitive process on both ends of their real estate transaction. The team will work with the client’s CPA or tax advisor, real estate advisor and the Qualified intermediary to effectively execute the transaction within the IRS parameters regardless of the location of the client.
Example:
An individual or family that has owned real estate for a long period of time that has exhausted the most of, if not all, of the tax benefits of their investment. They are no longer interested in the day to day management of the property or compensation a property management firm on behalf of the property. Additionally looking to diversify their real estate portfolio via multiple sectors and locations.
*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.
*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.
