Real estate is one of the most important assets people own.
Location. Property Type. Management. Tax Planning. Insurance. Physical maintenance.
A lot goes into real estate investing to do it right.
In fact, Gary Keller once said,
Most people think buying is investing, but they’re wrong
[it] doesn't make you an investor any more than buying groceries makes you a chef.
Here are four ways we help clients with their real estate holdings:
We conduct periodic insurance reviews to make sure you have the right coverage at the right price
(we do not sell this kind of insurance, but instead help coordinate these reviews; we make zero commission or fees on this but it is one way we add value for clients as part of our relationship)
We help clients measure and evaluate the return on their real estate investments
We help clients identify ways to reduce their tax burden as property owners
When it comes time to sell an asset, we help clients find the best way to defer their taxes, be that a 1031 exchange, a DST, or an OZ
Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world.
We fully agree and we can help you make sure your real estate holdings are integrated into your estate plan, your financial plan, and your tax plan.
If you want to talk real estate then...