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Investment Planning

AZ Case Study

    The Plan Was to “Will It” to the Kids – A Case Study People like and appreciate stories. I like stories. I like telling stories even more. Because of this, I will be periodically sharing actual exchange cases in story-like format to help illustrate the… Read More »AZ Case Study

    Maximizing Your Investment: Exploring Low-to-No-Management Commercial Properties Through 1031 Exchanges.

      Not all commercial property investments are hands on or require maintenance. For many investment property owners, the thought of transitioning into commercial real estate can be daunting due to the perceived management requirements. However, this need not be the concern that it is. Tax-deferred 1031… Read More »Maximizing Your Investment: Exploring Low-to-No-Management Commercial Properties Through 1031 Exchanges.