top of page
Image by Scott Graham

Simplified Ownership

Our professional sponsors offer passive real estate investments for those seeking to retire from the three T's

...

Tenants, Toilets & Trash!

Man with Scarf
Key in the Lock

Turn-Key Offerings

Passive fractional ownership provides investors the ability to enter programs with lower minimums.

 

This may allow for greater diversification by property type, geography and tenant.

Image by Clay Banks

Custom Portfolios

Portfolios are constructed through market research and due diligence. 

We seek to acquire reasonably priced, high quality properties or value add opportunities; located in the path of economic stability and growth.

Strategies Designed For Each Unique Situation

Image by Francesca Tosolini
With decades of experience in real estate and extensive knowledge on the use of Internal Revenue Code tax programs; we advise clients on efficient transitions of capital and ownership.  Whether it is building components of a diversified portfolio, securing high grade real estate for an IRC Section 1031 exchange or property development within a Qualified Opportunity Zone, no objective is too complex.
Industrial Building
Acquire institutional grade real estate

  • Access institutional grade real estate diversified by properties, tenants, type and geography

  • Transition to turn-key programs that provide passive ownership with the objective of durable income

  • Establish an initial cost basis without recourse to property debt

  • Participate in the development of Qualified Opportunity Zones

Image by Juliane Liebermann
Maximize tax-advantaged solutions

  • Defer taxes on the sale of property that has a low-cost basis with capital gains and depreciation recapture

  • Provide a stepped-up cost basis for beneficiaries to permanently defer capital gains taxes

  • Gain a step-up in cost basis or exclusion of gains from developments within Qualified Opportunity Zones

  • Create a legacy plan for real estate holdings to provide fractional ownership for multiple beneficiaries

  • Replace management intensive properties with passive investments for beneficiaries seeking to shed ownership responsibilities

Image by Vidar Nordli-Mathisen
Adapt to lifestyle changes

  • Convert real estate portfolios from management intensive to passive investment

  • Provide professional management for beneficiaries of inherited property

  • Segregate appreciated real estate holdings for partnerships, corporations and individuals

1031 Exchange Resource Center

bottom of page