REAL ESTATE INVESTING

SOUND LIKE YOU?

– How much real estate should I own versus my overall portfolio? Am I actually making money on my rentals?

– What are more attractive markets outside of the expensive one I live in, and how are the best ways to invest in those markets?

– How do I leverage the tax benefits of real estate? How much will this cost me in capital gains to sell? How does a 1031 exchange work?

– Should I pay down my real estate loans, or what are the alternatives and trade-offs?

YOU’RE NOT ALONE.

We’ve helped countless clients analyze their current real estate rental portfolio, and compare it to other alternatives. Reviewed possible rentals with them. Explained advantages of holding real estate in an IRA or 401(k). Optimized when they should take carry-forward losses, or how to reduce taxes, and helped them consider creative ways to buy and invest into real estate.

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