What We Do


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

  • 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