Real Estate Investor Strategies

Cash Out Strategies

If your strategy is to cash out, you need a way to protect yourself from paying 20% to 50% in capital gains taxes and still make investments with good returns and liquidity.
How can you sell your investment without paying capital gains taxes? Speak with the professionals at Defertax.com.
Now you can legally defer the capital gains taxes on 100% of your transaction’s proceeds and generate a dependable income stream for retirement, investment, charity, or whatever you desire.

 

Vulture Fund Strategy

If you’re a real estate investor, you’ve probably ran into the situation where now is a great time to sell but a bad time to buy. This makes traditional tax deferral methods like the 1031 Exchange a problem.
The 1031 Exchange requires a real estate investor to identify their potential replacement property in 45 days and close the purchase transaction in 180 days.
This means you only have 180 days to find and close on the right property. This restriction can be problematic if inventories are low or your deal falls through.
Now you’re stuck with either paying 20% to 50% of your hard earned money in taxes or buying a sub-optimal property at too high a price or in a bad location.
Wouldn’t it be wonderful if you could sell your property now, defer the capital gains taxes owed, and earn income on your money while you wait for the right opportunity to present itself?
With our Vulture Fund Strategy, you’ll have tax deferred cash available to buy that new opportunity and still earn income off any money not used.
 

Downsizing Strategy

If your strategy is to Downsize and your using traditional tax deferral options like the 1031 Exchange, you’re facing two major obstacles to reaching your goals. 1) You need to find the down sized investment property within the 45 identification window and close the transaction in 180 days or less to avoid paying capital gains taxes. 2) You’ll need to pay taxes on any gains above the price of the newly purchased property.
What can you do to defer paying capital gains taxes on 100% of the proceeds from this transaction and invest the remaining money.
One of our many downsizing strategies allows you to take tax free basis out of your property prior to sale, purchase your downsized property, and defer taxes on the remaining cash proceeds from the sale of your property.
No 1031 Exchange and no 180 day window to work against.

 

Estate Planning and Legacy Building Strategies

Let’s say you decide to sell one of your larger investment properties. You want to create an income stream so you can slow down, but your wife wants to save the money to leave a legacy for your children or charity. What can you do?
With the right combination of Tax Deferral Options, you can do both. You can have an income stream and a legacy you can pass on to your heirs. This is just one of the many scenarios that are possible.
There are multiple Adjusted Gross Income Reduction Strategies, Downsizing Strategies, Cash Out Strategies, Estate Planning Strategies, and Legacy Building Strategies. They are too numerous to list here, but we can find the right straegy for if you give us a call…
 

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