Would you take on unnecessary uncertainty with your wealth? Or pay taxes when you could defer them? Certainly not. Yet when it comes to investment properties, we see investors who lack the tools and resources to apply sophisticated wealth management strategies to their real estate, potentially making the future of their lifestyle goals uncertain.
According to a Harris Poll Survey, 23% of investors think their financial advisors are knowledgeable about real estate investing, and 21% of investors see real estate agents as knowledgeable about taxes. Realized believes we may be able to bridge that gap.
Is your investment property wealth being maximized to reach your lifestyle goals? Are you comfortable with the level of uncertainty associated with your investments? Do you have a tax management strategy in place? All of these are possible with a well-thought-out plan.
Realized performs a level of due diligence normally only found in large institutional real estate firms. This process is intended to weed out low-quality investments and help ensure your investment performs as expected. We aren’t a sponsor; we work for you.
Some investment property owners aren’t aware of 1031 Exchanges and the tax benefits and potential returns they can support over time.
What is a 1031 Exchange?
Liquidity and tax efficiency are among the most common concerns among clients with investment real estate. For advisors working with property-heavy portfolios, ...
Various tax-deferred investment strategies are available to real estate investors, and two common options are direct 1031 exchanges and UPREITs. These both ...
Most investors who are conducting a 1031 exchange focus on following IRS rules to ensure eligibility for tax deferral. Compliance with these rules is essential ...
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Contact us to see whether this type of investment can meet your objectives.
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