Our professional sponsors offer passive real estate investments for those seeking to retire from the three T's
Tenants, Toilets & Trash!
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.
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
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.
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
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
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