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
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.
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.
Last Call for Opportunity Zones
The Opportunity Zone is a powerful tool that Congress created that allows investors to defer non-1031-eligible Capital Gains through real estate investing. Congress has not extended the legislation that created this tool, so the current round of Opportunity Zone funds on the market may be the last once they sell out in 1st quarter, 2024. This could be your Last Call if this is something that can help you.
Is It a Good Time to Sell?
Is today’s market a good time to sell? This month, we’ll seek to answer that question.
Calculating an Internal Rate of Return, or IRR.
The Internal Rate of Return, or IRR, is a financial measure that seeks to measure financial returns over a time period while taking the time value of money into account. I find that rate is often quoted in sale materials, but never explained. This article will walk you through how this number is measured, and how you can use it to estimate your returns.
Student Housing Properties
This month, we’ll review student housing as a real estate asset class. When done right, it may be a way to collect higher rents and see more appreciation potential. It also can be a great way to work around rent controls.
Selected Properties From Our Portfolio
