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Investment and Exit Strategies

Planning for a Lifetime of Income: thumbnail of Exit Strategies

The key to investment real estate is not location, it is allocation for maximum return.  We can put your equity to work for you, not the other way around.

A balanced investment plan creates synchronization between personal and financial factors with an overall goal of maximum income and minimum risk now and when you retire from property management.  We evaluate investment strategies both active and passive and in light of the five critical investment parameters:

  • desired growth
  • income needs
  • tax shelter
  • risk tolerance
  • timing to retirement

1031 Exchange:  For clients who are looking for maximum long term growth, the 1031 exchange remains the best option for growth and personal control over your investments. Large equity gives you strong “Depreciation Buying Power”.  This is the ability to exchange into a larger property for increased tax shelter and higher and stable future income.

Installment Sale: is an excellent opportunity for our clients who want to defer capital gains, maximize income and retire from property management and ownership risk.  This can be an alternative even if you do not own your property free and clear.

The Delaware Trust:  Is an exchange providing a realistic alternative for the apartment owner who is willing to give up investment control and property management in return for consistent cash flow and institutional level assets and management.

The Charitable Remainder Trust:  The CRT is a philanthropic system allowing you to direct your equity while enjoying specific tax incentives and providing you, your spouse or children regular payments for life.

Other tax-advantaged alternatives include the Private Annuity Trusts, Family Foundations, Grantor Retained Annuity Trusts, Dynasty Trusts and others allow transfer of equity positions with direct benefits depending on your overall estate planning.

For a professional analysis of your current situation and achievement of your investment goals, please contact us.