Real Estate Investments

Real estate is a big part of life here in California.  Besides owning your own home, there are several opportunities to include real estate in your investment portfolio.  Real estate has often proven to be a good hedge against inflation, and provides for the possibility of both current income and capital appreciation.  There are also certain tax advantages to owning real estate investment property.

We can help you with:

REITS - (Real Estate Investment Trusts) are unique investment vehicles composed of real estate holdings.  Many are focused on a particular segment of the real estate industry such as office, apartments, health care, retail, or commercial/idustrial.  Most REITs provide for diversification, professional property management, current dividend income and possible future capital appreciation.

Individual properties - for those who enjoy the duties and responsibilities of being a landlord, we can put you in touch with one of our qualified real estate agents and/or financing professionals to help make your purchase or sale successful.

1031 Exchanges - taking advantage of current tax law, to possibly defer the capital gains tax on the sale of investment property, when the proceeds of sale are used to purchase like kind investment property.

Real estate owners - for landlords, we offer assistance, planning and advice regarding buying and selling income properties, including analyzing tax consequences of specific transactions, financing, and refinancing.