CAPITAL GAIN STRATEGIES
We Use Some of the Most Innovative & Advanced Methods to Maximize Your Tax Benefit Opportunities
We help our clients Defer, Reduce or even Eliminate Capital Gains and/or Income Taxes when selling investments, real estate or businesses.
- Are you in the process of of selling your business or real estate?
- Are you concerned about the size of your bill and how much money will go to the government?
If you’re looking for access to large diversified portfolios of income-producing commercial real estate and commercial real estate loans while enjoying significant tax benefits, then we have the structure for you!
Consider the following benefits and product innovations:
- Reduction & Elimination of Fess to preserve more capital for investment.
- Full transparency providing quarterly net assault values (NAV’s)
- Sponsor-Provided Financial Support to help drive overall performance with investor interests.
INTERESTED IN LEARNING MORE?
Learn more about our
tax-advantaged strategies
1031 Exchanges & Delaware Statutory Trusts
Property Swaps for Capital Gain Deferrals
Opportunity Zone Investments & other Private Placements
Massive Tax Benefits for Private Investment Capital
1031 Exchanges
A tax-advantaged vehicle used to sell existing real estate holdings.
A 1031 Exchange is a tax planning strategy involving an investment property swap, which allows investors to sell an existing property and defer the payment of capital gains taxes and other transaction-related costs. The name for the 1031 Exchange comes from the IRS Code Section 1031.
Delaware Statutory Trusts (DSTs) provide a turn-key solution for completing that exchange for individuals who may not have the time, energy or real estate expertise to find and/or manage a replacement property.
KEY POINTS FOR A 1031 EXCHANGE:
- Property swaps that are held for business or investment purposes.
- Per IRS Code, properties must be considered "like kind" for capital gains to be deferred.
- There is no limit on how many times or how frequently you can do a 1031 Exchange.
- These rules can apply to a former primary residence, but some conditions apply.
Opportunity Zone Investment Programs
A New INVestment approach yielding major tax incentives
In 2017, the Tax Cuts and Jobs Act (TCJA) created a new section of the tax code that provides tax incentives for investments in targeted areas of the United States (known as Opportunity Zones) through investment vehicles called Opportunity Funds.
Opportunity Zone investments were created to provide long-term private investments in low-income rural and urban communities by providing massive tax benefits to investors, intended to bring about economic growth and cultural retainment in geographic areas that have been affected by years of economic neglect and distress.
By investing into an Opportunity Fund, investors can defer and reduce their existing capital gains tax liability from a sale of a prior investment (stocks, bonds, real estate, business, art, etc.) while also eliminating future capital gains tax on returns earned from the Opportunity Fund.
KEY POINTS FOR A 1031 EXCHANGE:
- Deferral of taxes on previously earned capital gains.
- Step-up basis of previously earned capital gains invested.
- Permanent exclusion of taxable income on new gains.
Other Private Placements
INVEST DIRECTLY IN PRIVATELY HELD REAL ESTATE
Have a Question? Contact Us
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