Tax-Optimized Investment Strategies structured to Maintain and Build Generational Wealth
Investing in multi-family properties offers an effective strategy for hedging against inflation with the objective of capital appreciation while potentially providing greater passive income. Multi-family investments can also potentially offer greater diversification.
An industrial property has the potential to become a valuable asset due to its ability to provide longer lease terms, generate higher yields, incur lower maintenance expenses and offer investment stability.
Investing in self-storage properties can potentially offer a stable income stream and potential for strong returns due to consistent demand, relatively low operating costs, and the potential for capital appreciation.
Investments in office properties potentially offer higher yields, reduced maintenance costs, extended lease terms, and enhanced portfolio diversification.
Investing in student housing can offer consistent rental demand from students, lower maintenance expenses, and potentially more reliable income.
Investing in essential retail, pharmacies and grocery stores, can potentially provide a stable and consistent income stream as these businesses typically experience sustained demand regardless of economic conditions.
Investing in hospitality properties can potentially provide a higher income stream, potential for capital appreciation and an effective hedge against inflation.
Investing in energy-related properties can offer potential tax benefits, diversification, and access to professionally managed energy assets without direct ownership responsibilities.
The goal of this investment approach is to protect the investor’s initial capital and reduce the risk of capital loss, making it particularly suitable for those whose primary objective is preserving their principal investment. This is an awesome way.
An Income portfolio’s goal is to produce reliable, steady income while minimizing exposure to risks, making them well-suited for individuals whose primary objective is dependable cash flow and a secondary goal is safeguarding their capital.
Investors preferring a growth objective as their primary strategy may prioritize maximizing total returns over immediate income generation and is suitable for investors focused on long-term growth who are comfortable with greater risk.
1031 Investment Real Estate is a proponent of free markets, individual freedoms, and the efficient functioning of capital markets. We believe your hard-earned capital should stay where it rightly belongs, in capital markets and under your control. Accordingly, we are firmly committed to the seamless execution of your Tax Mitigation Strategy upon disposition or sale of your assets including: real estate, businesses, partnerships, executive equity grants, cryptocurrency, stocks, bonds, etc.
With over 30 years in the investment industry, our founder has the experience, knowledge, and analytical expertise to guide you methodically through the selection and implementation of your Optimized Tax Mitigation Investment Strategy.
Our partnership with Chicago-based Great Point Capital, LLC, provides clients with access to one of the most extensive Tax Advantaged Investment platforms in the industry including Delaware Statutory Trusts, Qualified Opportunity Zone Funds, Bonus Depreciation and Energy-related investments. This access, coupled with their rigorous Due Diligence on Sponsors and Investment Offerings, results in a highly tailored Tax Mitigation Solution that precisely meets your family’s needs.
We partner with you and your trusted advisors to understand your unique financial objectives to structure an optimal, tax efficient Tax Mitigation Solution.
We’ve compiled dedicated resource pages of potential Tax Mitigation Solutions that may meet your needs. Please explore our materials to gain a deeper understanding of your options.
We work closely with your Qualified Intermediary to ensure a streamlined, trouble-free 1031 Exchange. Please call us for a referral for a QI in your area.
Partnering with your Financial Advisor to offer a robust selection of Tax Mitigation Solutions.
We regularly collaborate with CPA’s and Tax Attorneys on your behalf to structure the most advantageous Tax Mitigation Strategy.
Working with your Real Estate professional to structure a Tax Mitigation Solution that meets your objectives.
Schedule a consultation today to discover more about your Tax Mitigation options.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Securities offered through Great Point Capital, LLC (GPC); member FINRA/SIPC/IEX. Advisory services offered through Great Point Advisors (GPA), LLC; an SEC registered investment adviser. 1031 Investment Real Estate is independent of GPC & GPA.
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