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
Taxes Due from Real Estate Sales. Why the 1031 Exchange is so Valuable.
Regarding property sales, many investors will hear bad advice such as “just pay the taxes – it’s only 15%.” This month, we’ll talk about how that is FAR from the truth – and show how a property structured 1031 Exchange can save a significant amount of money for real estate investors.
The Importance of a Business Plan When Buying Investment Real Estate
“People don’t plan to fail, they fail to plan.” A business plan can help entrepreneurs guide their companies to profitability and success. Doesn’t your investment real estate deserve the same effort?
Real Estate is a Great Hedge for Inflation But Rent Control May Interfere with It
Inflation is an popular topic in our economy today. The cost of just about everything seems to be rising quickly. This month, I’ll talk about why this is a positive sign for us real estate investors.
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.
Selected Properties From Our Portfolio
