Customized Real Estate Solutions

Remember when owning real estate was simple? Many of us have purchased real estate, acquired tenants we liked, and dreamed of the day the mortgage would be paid off so we could finally start living the good life – with all the net cash flow we’d receive from our property. We hoped that our properties would increase in value at a steady pace, that over the long term our real estate would appreciate, and we’d make money.

In many cases, real estate ownership can seem complicated, cumbersome, stressful, and in many cases downright confusing. With significant property appreciation across the United States, many real estate owners are sitting on a large amount of equity. In some cases, successful real estate investing can involve a number of complicated choices.

Real estate investors with individual properties valued between $5 million and $200 million may have the biggest problems with real estate ownership, management, net income, and sale taxation. Many of these investors started years ago with much smaller and lower valued properties, only to find themselves now with a tremendous real estate asset portfolio that is either not providing them with the benefits they desire, creating problems that must be dealt with, or worse – both!

We find that many successful real estate investors never anticipated they would attain the high level of appreciation they have experienced. This appreciation has forced owners to think about their real estate in new and different ways. Many investors have to make difficult decisions regarding their holdings, including:

• When to buy a property?
• When to sell a property?
• If I sell, how can I easily name a high quality replacement property?
• How can I potentially increase my True Net Cash Flow?
• How to find good tenants, or eliminate having to deal with tenants?
• What repairs should be made and when?
• What large capital improvements should be made and when?
• How can overall real estate ownership risk be reduced?
• How to defer taxes on the sale of the property?
• What new property should be purchased and when?
• Will a 1031 tax-deferred exchange really provide benefits?
• How to potentially increase the True Net Cash Flow?
• How to obtain the proper amount / type of due diligence on a new property?
• How to eliminate day-to-day management responsibilities of ownership?

Chances are you’re like many investors who would love to sell some or all of your current real estate holdings – if only you didn’t have to worry about paying current taxes, and finding suitable replacement property. Ideally, you could have an opportunity to increase your True Net Cash Flow, eliminate management responsibilities, and own higher quality property. In many parts of the U.S., selling real estate at today’s higher values makes sense; but paying immediate taxes could jeopardize a significant part of your gain. You don’t want to lose a significant portion of your hard earned profits to unnecessary taxation, so tax efficient strategies are critical to help ensure you realize the true value of your real estate.