Income Producing Real Estate
Direct investment in real estate can offer the potential for both income and capital gains, along with the possibility for tax benefits, providing a valuable complement to an overall investment strategy. Access to these opportunities and the ability to integrate income-producing real estate, as an asset class, is one of the major benefits of Reshape’s independence, as property often falls outside the purview of typical wealth managers. As a fee-based advisor, we try to provide deals where the typical broker fee can be added to our client’s initial investment.
Reshape is continuously researching these investment opportunities, meeting with management teams, and performing rigorous due diligence to identify investments that balance risk and reward with companies we feel comfortable recommending to our clients.
1031 Exchange– Within individual portfolios, Reshape also helps structures transactions to be as tax efficient as possible providing eligible 1031 Exchange options, where capital gains tax on a sold property can be differed if reinvested in a new property within a short time frame.
Real estate can be a significant financial commitment that must be evaluated independently by each client to determine if it’s appropriate and in line with their financial plan, risk profile, and liquidity needs.