Specialized Wealth Management

Tax-advantaged investment programs

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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.

Chris Miller

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.

Available Properties

We now have a new-and-improved version of the Investments Portal available! Browse our available investments and/or get more detailed information.

For the latest properties, please call our office.

20 brier creek

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

Use Combo Exchanges to Save Taxes

Sometimes meeting leverage requirements in a 1031 Exchange can be challenging. This month, I’ll talk about how we can, through a “combo exchange” mix higher and lower-leveraged properties together to meet IRS requirements and achieve our clients’ goals. Read more

Have Two Properties Closing Close Together? Combining 1031 Exchange Accounts

Many of my clients own multiple properties, and it’s not uncommon for them to sell at about the same time. When this happens, we will combine their 1031 Exchange Accounts. There can be many benefits to doing so, as this article examines. Read more

Increase Value of Net Leased Properties by Enhancing Tenant Credit

Net Leased Properties are valued according to the amount of income they provide, the length of their leases, and the financial strength of their tenants. We can increase value in such properties by improving any of these three metrics. This month, we’ll discuss how to enhance tenant credit. Read more

What is the “Pain Factor” of Your Investments?

Real Estate investments can potentially generate more work, worry, trouble or pain for their owners. What is the “Pain Factor” of your real estate investments, and can we lessen that by exchanging into different properties? Read more

Create a Cash Flow Statement for Your Investment Properties

A big part of investment success comes from analyzing your performance. What works, what doesn’t, and what can you do better? To do this, you’ll need to produce a Cash Flow Statement for each of your properties. It’s not hard to do – this month’s article will walk you through it. Read more

Are You Ready to “Graduate” to the Next Level from Single Family Residential Investments?

Single Family Residential rentals create poor cash flow when compared with NNN leased or multifamily investments. The reason for this is actually a benefit to Single Family owners – their values are comparatively higher than other investment properties. This month, we’ll explore the potential benefits you can enjoy when moving from single family to NNN or multifamily investments. Read more

Selected Properties From Our Portfolio

12 two blocks
12 two blocks
12 two blocks
12 – Two Blocks
Two Blocks | Suburban Atlanta, GA Apartments
12 – Two Blocks
1000 West | Charleston, SC Apartments
12 – Two Blocks
Galleria Del Rio | Tucson, AZ Apartments
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