Real Estate Investors


Real estate holdings can take many forms – from owning a second home that is partially used as a rental to investing in a qualified opportunity zone that is building apartment and office buildings. There are complex, and often favorable, tax implications from these investments. Additionally, one must consider how these holdings fit into one’s overall investment portfolio. Finally, the analysis of the cash flow implications and debt structure must be considered. As CPAs, tax attorneys,registered investment advisors and real estate agents, we often do the deep analysis required to consider all of these implications. This will help ensure that the decisions made regarding a possible real estate investment is grounded with a thorough understanding of the broad implications.