Tax Professionals

We partner with Tax Professionals to enable their clients to make sound real estate decisions.

When growing legacy wealth, one of the biggest reasons why real estate is an investment vehicle is to save on taxes and capital gains. We arm our clients and their advisors with the variables needed to make these educated real estate decisions.

Our Real Estate Portfolio “Health Checks” Includes The Following:

  • Geographical mapping of the location of all properties

  • Shows how each property is titled

  • Property types (residential, commercial, usage)

  • Original purchase price

  • Purchase year

  • Client’s estimated value

  • Current market value (our valuation)

  • NOI

  • CAP rate

  • Loan balance

  • Equity

How Can We Partner?