What if there was a passive investment solution that allowed you to defer paying tax upon the sale of your investment property…
Are you tired of actively managing your investment properties, but refuse to sell due to the potential tax consequences? Is your portfolio over-concentrated in one market, city, or state? Are you unhappy with the cash flow % based on real estate values today (1-3%)? Are you paying tax on all of the income the property is generating because your depreciation bucket has run dry?
If any of these challenges resonate with you, it’s critical to participate in our upcoming webinar about 1031 tax-deferred exchanges and Delaware Statutory Trusts. The DST is one of the most powerful and relevant (yet underutilized) investment solutions today.
Join Benjamin Carmona, Managing Partner, Perch — who will make the case for why 1031 Like-Kind Exchanges & Delaware Statutory Trust may be optimal for your investment portfolio.
While U.S. commercial real estate fundamentals are generally healthy, interest rates are flat, yields are getting squeezed, and prices have leveled off due to COVID. In some markets and property types, values have begun to fall. In a market that is likely approaching its cyclical peak, it could be time for investors’ to consider commercial real estate debt.
As investors struggle to find stable income amidst economic uncertainty, we explore why CRE debt investments backed by hard assets may serve as a source of portfolio stability and diversification.
Join. Jeff Stirling, Regional Advisory Consultant, of FS Investment Solutions, LLC, as he makes the case for why considering CRE debt may be right for your investment objectives and why now is the opportune time to explore your options.
Ortiz World Wealth has created a proprietary, tactical, investment approach that leverages the time-tested Endowment Investment Strategy pioneered by Harvard, Yale, and Stanford.
It seeks to provide clients with emergency funds, college tuition, retirement savings, and income – when they need it. Every client of Ortiz World Wealth receives a Custom ‘O’ (portfolio), and no two O’s are the same.
Fill in your details below to download our free guide that details how you can Live Better and Plan Smarter.