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What Can I Do If My Investments Are A Burden?

Build | Protect | Transfer

Real Estate Wealth

Imagine How Simple it Can Be With The Right Plan!

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Remove The Investment Burdens Of the Terrible T's

Facilitating the Goals of The Family Through a Real Estate Plan

Rental properties can be an excellent investment based on your real estate goals. Properties can become a burden in a number of ways, for example when the property is vacant and not earning income, or excessive maintenance or repairs, or when tenants become difficult. Through a Real Estate Plan, we can employ strategies to remove the burden of your rental properties, while minimizing capital gains taxes and facilitating the goals of the family.

The Terrible T's

As we age, maintaining an investment portfolio can become more difficult due to the "The Terrible T's" Tenants, Toilets and Trash.

Are you tired of dealing with tenants?
Has maintenance and repairs of the property become too great?
Is the property vacant or no longer performing?

With the right plan, we can remove the burden of your rental properties while facilitating the goals of the family.

"A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family."

Transferring Generational Wealth

Once the goals of the family are clear, we will help you to understand the options for protecting your assets from probate and capital gains taxes. Based on the families needs, we will look to employ strategies for you to pass the benefits of owning real estate to your heirs while still living.

"A Real Estate Plan begins with a Simple Strategy Session to Discuss Your Family's Goals"

Request a Free Strategy Session

Exchange Into Less Burdensome Properties

When your investment properties become a burden, exchanging into less burdensome properties may be the best choice. Executing a 1031 exchange enables you to defer some all of the capital gains taxes associated with the sale of a relinquished property. A 1031 Exchange allows investors to sell one or more investment properties and buy one or more "like-kind" properties that better meet their investing objectives. Understanding the opportunities a 1031 exchange presents and the strict rules around executing an exchange are keys to executing a successful exchange and meeting your investment objectives.

Investment Alternatives

A 1031 Exchange allows you to exchange your properties for other properties that meet the definition of "Like Kind". The list of like kind properties include single family homes, multi-family housing, commercial buildings and other asset types. Based on your needs we can provide solutions that eliminates your burden of your investment properties. Along with your tax advisor, we will help you understand the investment opportunities and structure a real estate plan based on your specific objectives.

Minimize Capital Gains Taxes

When you sell real estate, the sale may be subject to taxes based on the gain in value of the property. The gain in value is classified as a capital gain and the potential tax associated with that gain is referred to as a capital gains tax. Capital Gains taxes can be one of the largest obstacles to building generational wealth. Understanding Cost Basis is a critical component of minimizing capital gains taxes. Through a real estate plan we look to employ strategies to minimize or even eliminate capitals gains taxes, enabling families to pass more wealth to future generations.

Collaboration with Financial Advisors, CPAs and Trust Attorneys

We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial and real estate goals.

A Real Estate Plan begins with a simple Strategy Session to discuss your family's goals.

Would you like to take a Proactive Approach?

Start Planning for Life Changes

How do I Start Building Wealth With My First Home?

Begin Here

How Do I Build My Investment Portfolio?

Build Wealth

How Do I know If My Investments are Performing?

Asset Performance

How Can I Defer Capital Gains Taxes?

Defer Tax

What Can I Do If My Investments Are A Burden?

The Terrible T's

How I Can Transfer Generational Wealth?

1031 Exchange

Why Trust Strategic Realty Planners?

Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past.

What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life.

As a Keller Williams (KW) Real Estate planner, our approach to real estate is a bit different. While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals.

You will be amazed how a conversation with a KW Certified Real Estate Planner can effect your ability to Build, Protect and Transfer Wealth through real estate.