FOR PROFESSIONALS
Serve the owner.
Work alongside the team.
When an owner wants to sell appreciated real estate, the plan should complement the professionals already helping them make decisions.
Select a professional to explore their role.
A resource for the real estate transition.
When appreciated property complicates an estate, succession or ownership decision, I can help the owner examine 1031 compliant private placements while you retain responsibility for legal advice and structuring.
Coordination does not replace your advice, create a legal or tax opinion, or make a particular investment appropriate for every owner.
Discuss an owner’s situationWhen to bring
Jim into the conversation.
An owner would like to sell, is concerned about the tax consequences and does not want another property to oversee.
That is a starting point for a discussion, not a conclusion that a DST is the right answer. Involving the relevant professionals before the sale can leave more room to evaluate the options.
