Serving Your Financial Needs With a Focus on using Hard Assets in an Attempt to Ease Your Tax Burden
Chris Miller | Managing Director at Specialized Wealth Management
At Specialized Wealth Management, we work with our clients to pursue wealth accumulation and capital preservation through the use of tax mitigation strategies. We are experts at using the 1031 Exchange to help our clients defer taxes by purchasing DST and/or NNN Leased properties.
Services
We focus on analyzing and offering tax-advantaged investment programs, where appropriate, to accredited1 high-net-worth investors.
At Specialized Wealth Management, we choose to specialize in working with our clients to pursue capital preservation and wealth accumulation through proper tax strategies.
About Chris Miller
Christopher Miller is a Managing Director with Specialized Wealth Management and specializes in tax-advantaged investments including 1031 replacement.
Chris’ extensive real estate experience includes work in commercial appraisal, in institutional acquisitions for a national real estate syndicator and over two decades as a real estate investment advisor.
Original Articles that Appeared in
Apartment Management Magazine
A Review of the Latest US Census Estimates – Where is the Population Growth?
I have been following US Census data closely since 2010. As a real estate advisor, I’d like to know which areas of the country have populations that are growing faster than the national average – I think buying in these areas gives us a better chance of success. 2023 population estimates were just released: let’s take a look at the results.
Valuation of Net Leased Properties: It’s the Cash Flow!
This month, we’ll talk about what drives value in Net Leased Properties. Many of us already know that investment real estate is valued based on the income it generates. This value is further influenced by the quality of that income.
Ground Leased Property Can Offer Better Tax Efficiency
One of the big benefits we receive from our investment real estate (including partial interest properties) is tax savings from the depreciation benefit. If we own the land our building is on, we can only depreciate our improvements’ value since land is not depreciable. With a ground lease, however, we don’t own the land. Therefore, our entire purchase price can be depreciated – for potentially substantially more tax savings!
Easier 1031 Loan Replacement with Partial Interest Properties
Hate the loan application process, but need a new loan to fulfill your 1031 Exchange requirements? Partial Interest properties come with turn-key debt that can make your replacement property purchasing process a lot simpler.
The Long Term Plan for Partial Interest Properties
Since 2001, my investors have purchased over 545 partial interest properties – including DSTs. Once an investor purchases the property; what then? Does it sell sometime in the future? When? This month, my article walks us all through the plans and the process.
You Should Take Your Social Security Distributions as Soon as You Can
Common financial advise tells retirees to wait as long as possible to start taking social security benefits in order to maximize their benefits. This ignores the fact that you’ll bee giving up years of monthly income in order to do so.
Selected Properties From Our Portfolio
