What We Do


As your partner, we help your clients navigate all aspects of their real estate holdings.

1

Valuation & Strategy

Explore how we can evaluate current real estate to maximize its returns and overall value, structure transactions efficiently, and navigate business transitions.

2

Potential Choices

We assist clients in making informed decisions whether leasing back property to maximize returns and overall value, or leveraging equity for partner buyouts, utilizing a 1031 Exchange to defer taxes upon selling.

  • Valuation of current real estate
  • How much value should be placed on real estate vs. on business to maximize overall value
  • Assist in structuring real estate transaction
  • Business transition planning
  • After-tax analysis of continuing to own and lease out their property versus selling
  • How to maximize sale and/or lease value and returns
  • Whether to do a 1031 Exchange or invest in a DST to defer paying taxes
A. Client decides to hold the property
B. Client decides to sell property and do a 1031 Exchange to defer paying taxes
C. Opportunity to buy out partner using the Real Estate