Real Estate
1031 & Real Estate Strategy
Real estate decisions can have meaningful implications for taxes, liquidity, concentration risk, and long-term planning. The right answer is rarely just about the transaction itself.
Questions worth asking
- How concentrated is the current property exposure?
- What are the liquidity needs over the next several years?
- What tradeoffs exist between deferral and flexibility?
- How should the decision connect to retirement, income, and estate planning?