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 a decade as a real estate investment advisor.
Original Articles that Appeared in
Apartment Management Magazine
Without a 1031 Exchange, Those Taxes Can be Costing You More Than You Think
When selling real estate you only pay capital gains tax, which is 15 or 20 percent. And that’s it, right? No – it’s much more complicated (and expensive) than that. This month, we’ll talk about how a 1031 Exchange can help you defer all those taxes (potentially forever.) In the conclusion, I’ll explain how “Potentially forever” works.”
Investment Property Valuation –
a Discussion of CAP Rates
There are many measures used to estimate and compare the values of investment real estate: Cost per square foot, cost per unit, gross rent multiplier and a CAP Rate are some of the most common. This month, I’ll talk about how to use the CAP Rate estimation of value.
Apartments vs. NNN Leased Investments
Should you buy Apartments, NNN Leased Investments, or both? It depends on what your investment goals are: This month’s article will explore this question for you.
Diversify Your Real Estate Portfolio with Partial Interest Properties
Partial Interest Properties can be a great way to diversify your real estate portfolio. Buying out of state becomes easier, as does buying different asset classes such as NNN Leased and Industrial.
For Growth Potential, Buy in Growing Metropolitan Areas
For 20 years, I’ve advocated buying apartment properties in growing metropolitan areas. If we are in the Apartment renting business, I think we have a better chance of success if our pool of potential renters is growing every year.
Never Apply for Another Loan Again with Partial Interest Properties
Partial interest properties can help you avoid many of these issues; this month we will discuss how.
Selected Properties From Our Portfolio
