Investment Strategies
 At Real Estate Investment Strategies, our success, and therefore yours, is based on a key element, creative custom planning. We have strategies that you may not find with your usual Financial Advisor.
We personally meet with you to get a clear understanding of your objectives. We then formulate strategies and concepts to help you achieve those objectives and to get your plans in motion. Below are some of the strategies we use to assist our clients in creating and preserving wealth with Real Estate.
Strategies for Success
IRS Section 1031 Exchanges
Allows you to receive full value from the sale of your income property. Your highly appreciated property can be exchanged for like kind of property and the taxes may be deferred.
Real Estate IRAs
Buy and sell real estate and pay no taxes. These are Self Directed IRAs that can be set up to allow the investor to purchase conventional or securitized real estate. Take advantage of real estate opportunities by using your Qualified savings to buy, hold or sell local real estate.
1031 Exchange Replacement Properties
Tired of tenants, trash and toilets? Shared ownership arrangements through Tenants in Common structures and Delaware Statutory Trusts provide management free properties for use in a 1031 Exchange.
Real Estate Investment Trusts (REIT)
Take advantage of national real estate investing opportunities uncovered and managed by the professionals. A Real Estate Investment Trust is a company whose primary business is owning and managing real estate properties such as office buildings, apartment buildings, hotels, warehouses, health care facilities, shopping malls and/or golf courses. REITs provide investors ownership in a diversified portfolio of Real Estate holdings, providing income and appreciation potential.
Oil & Gas Investing
Direct participation programs exist that provide tax advantages as well as cash flow opportunities for investors. Certain programs qualify as 1031 Replacement Properties.
Real Estate Notes
Real Estate companies pay investors a competitive rate of return for use of investor funds for their development projects.
LLC Real Estate Investments
Wall Street investing is brought to Main Street. Investing in part interest in Office, Retail and Multi-Family properties is possible through the purchase of LLC shares.
Charitable Remainder Trusts
This tax saving strategy provides a real estate owner the ability to sell appreciated real estate while paying no taxes, creating a tax deduction and establishing a lifetime income, while doing something worthwhile for the charitable organization of their choice.
UPREIT Exchanges
Section 721 of the IRS code makes this strategy work for the investor looking to sell real estate, defer the taxes and end up with shares of a diversified real estate investment trust that can be sold as the investor desires. It offers the advantages of a 1031 Exchange while providing diversification and eventual liquidity.
Tax Advantaged Investing
While financial goals differ for investors in various stages of life, a universal objective among most investors of all ages is tax reduction. Certain real estate investments provide passive income gains that can be offset by eligible passive losses from other investments.
IRS Section 121 Personal Residence Exemption
When combined with other tax techniques such as a 1031 Exchange, this IRS tax break can be used to eliminate deferred capital gains from the sale of your income property. Choice Income producing property can be converted into your primary residence. If held for the prescribed period of time, the tax disappears.
*Please consult your accountant or tax advisor regarding the suitability of any tax strategy. Nothing herein constitutes a solicitation for the purchase or sale of securities. An investor should read and understand all offering materials before making any investment. Please work closely with an experienced financial advisor to ensure that any investment is suitable to your particular needs and goals. There is always a risk of loss of principal and negative return with any investment including the ones mentioned herein. Past performance is not indicative of future returns.
Investment Advisory Services Provided through Partnervest Advisory Services LLC,
A Registered Investment Advisor
Securities offered through Sorrento Pacific Financial, LLC (Member FINRA/SIPC).
Office of Supervisory Jurisdiction is 10455 Sorrento Valley Road, Suite 101,
San Diego, CA 92121 - 858-805-7900.
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