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
Build-to-Suit Net Leased Properties
Build-to-Suit describes a property that was constructed especially for a certain tenant and to their exact specifications. This month, we’ll explore why this is an attractive feature for investment properties.
Buy Down the Debt Requirement for Your 1031 Exchange
A 1031 Exchanger, in order to effect a completely tax-deferred exchange, must 1. Replace all the Equity (cash) he receives as sales proceeds AND 2. Replace all the debt he paid off as part of his sale.
Non-Recourse, or “Off Balance Sheet” Loans
Our partial interest properties make use of non-recourse loans. As a result, our partial interest investors can benefit from buying properties with leverage – but this debt doesn’t appear on their personal financial statements and therefore does not affect their ability to secure credit.
1033 Exchanges: The “1031 for Eminent Domain Sales”
This month, we closed a 1033 Exchange for a client by purchasing 6 Net Leased Properties in multiple states for a total of $33 million. This article explores the 1033 Exchange and how it differs from the 1031 that you may be more familiar with.
Regulatory Creep Continues for California Landlords
There sure is a steady supply of “Crazy New California Laws” coming our way. This month, I’ll introduce the concept of “regulatory creep.” We’ll look at exchanging into real estate out of state as a way to seek superior growth and income potential again.
Highly Leveraged “Zero Coupon” Properties to Solve 1031 Exchange Problems, Part 2
This month, we’ll discuss using Zero Coupon Properties in more traditional exchanges – as a way to cover debt requirements while buying exactly the property you want.
Selected Properties From Our Portfolio
