Real Estate & Estate Planning

REIT vs direct investment analysis, cost segregation, depreciation coordination, and trust/legacy design with counsel collaboration.

What We Offer

๐Ÿข REIT vs Direct Ownership

Comprehensive comparison of liquidity, tax treatment, control, and diversification.

๐Ÿ”„ 1031 Exchange Strategy

Identify replacement properties and structure exchanges for maximum deferral.

๐Ÿ“‰ Cost Segregation

Accelerate depreciation through engineering-based studies.

๐ŸŽฏ Opportunity Zones

QOZ investments for capital gains deferral and potential elimination.

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