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Real Estate Funds

Overview of Real Estate Funds

Real estate funds pool capital to invest in properties, such as residential, commercial, or industrial real estate, or in real estate-related securities. These funds offer diversification and the potential for both income and capital appreciation.

Investment Opportunities

Our team identifies lucrative real estate opportunities, from income-generating properties to real estate securities. We advise on fund strategies that maximize returns through effective property management and market timing.

Tax Planning & Compliance

Real estate investments come with unique tax implications, such as depreciation, cost segregation, and capital gains taxes. We offer in-depth tax strategies, including the use of 1031 exchanges, to defer and minimize tax liabilities.

Fund Reporting & Compliance

We assist with the necessary compliance requirements, such as filing financial reports, adhering to local and federal real estate laws, and ensuring investors are regularly informed about fund performance.

Advanced tax solutions designed exclusively for Fund managers

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Contact Info
Office

950 E.State Hwy 114 Ste 160 SouthLake, TX 76092

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Alicia Smith

Please contact me to ZERO OUT my tax liabilities