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KIPLINGER REAL ESTATE ARTICLE




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  • Are you a current real estate investor looking to get out of active property management without a huge tax bill?

  • Are you an accredited investor* looking to diversify your portfolio beyond an age-based percentage of stocks and bonds?

We may have a solution for you…

  • Is your current rental property not living up to your investment or income expectations?

  • Are you interested in investing in real estate without the hassles of being a landlord?

  • Has your rental property reached its peak value, but selling could trigger a large tax bill?

  • Do you have strategies built into your portfolio for capital appreciation and hedging against inflation?

  • Are you looking to do a tax-deferred 1031 exchange on your real estate but can’t find the right property to purchase?

  • Do you want to leave a hands-off, easily divided investment to heirs as part of your legacy plan?

Real Estate Investing

In today’s market, diversification beyond traditional asset allocation of stocks and bonds can be a critical component to your retirement plan. With interest rates likely on the rise, bonds could continue to lose value, and bond alternatives will be key to ensuring a healthy nest egg. Real estate investing is just one way that we’re helping our client’s embrace the everchanging economy by adding diversity to their investment portfolio.

real estate investingWhen appropriate, our clients will invest in DSTs or REITs as just one piece of their overall investment strategy. Though Delaware Statutory Trusts (DSTs) are not new, they remain little known to the broader investment marketplace. Current tax laws have helped DSTs become an investment vehicle for accredited investors* who want the benefits of owning real estate without becoming a “landlord”, as well as current real estate investors who no longer want the responsibilities associated with active property management. A related but more well known way to invest in real estate is a real estate investment trust, or (REIT). A REIT allows you the flexibility to add real estate as an investment within a 401k or IRA qualified retirement plan.

Advantages of real estate investing can be dramatic and DSTs may help those who own property enjoy a true retirement by giving them a way to unlock their equity.

Potential benefits include:

  1. The ability to receive passive income from real estate without the hassles of property management
  2. The potential to satisfy the requirements for a 1031 exchange (DSTs) and avoid the capital gains and depreciation recovery tax on the sale of highly appreciated real estate
  3. Diversification beyond stocks and bonds and the flexibility to customize your investment by property type and geography
  4. The ability to leave an easily divided and lasting legacy for heirs
  5. The potential for capital appreciation and hedging against inflation

real estate investmentsAs CPAs and wealth managers, we’re constantly looking for new ways to help our client’s maximize their income potential by ensuring that their portfolios are always multi-dimensional and comprehensive. After all, we think it’s not just important to focus on what you earn on your investments, but what you keep. That’s why alternative investments have become a valuable piece of many of our client’s portfolios.

Interested in learning more about how alternative investments could fit into your financial plan? Schedule your review above and receive a copy of our recent feature in Kiplinger, “I’m a Landlord: Can I Ever Retire?”

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Want to learn more about Passive Real Estate Income? Download Brian Evan’s latest book, The Little Red Book of Retirement: Passive Real Estate Investing Edition! The Little Red Book of Retirement Series aims to help you prepare for and plan to live out your best retirement possible.

Disclosure:

*To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC.

Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training. DST investments are only available to accredited investors and are offered solely through the issuers offering documents. The DST sponsor determines whether to accept any individual’s subscription documents.

Phone: 1-844-MADRONA

Email: info@madronafinancial.com

© Madrona Financial Services – 2018

Corporate Office:

2911 Bond Street, Suite 200,
Everett, WA 98201

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The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.