Qualified high net worth individuals, entities and corporations, can use wealth management to leverage potential tax advantages, income and other benefits that 1031 exchanges and continued real estate ownership can provide. Our Wealth Management is a specialized service program administered by our investment division – formerly a function of Triple Net Properties’. A well operated wealth management program is a fully-integrated structure with empowers both 1031 exchange and non 1031 exchange investors to leverage our national acquisition pipeline, well established industry relationships with brokers and sellers, institutional-caliber due diligence process, debt sourcing capabilities, and extensive property and asset management expertise to source, acquire and manage institutional-grade single-asset acquisitions and diversified portfolios.
Wealth Management benefits investors seeking:
An institutional-caliber due diligence process and economies of scale
To add institutional-quality real estate to their current investment portfolio
Defer capital gains and depreciation recapture tax that would ordinarily arise from the sale of highly appreciated real estate (for 1031 exchange driven investors)
Benefit from direct ownership and be free from management duties
Diversify by asset and geographic region
Improve cash flow
To discuss Wealth Management opportunities, contact Mark Hinkins t.925.274.2439 or mark.hinkins@grubb-ellis.com