We help individuals, trusts, and institutions in new portfolio engineering or transitioning their existing real estate investment holdings into highly efficient real estate portfolios.   Our guideline strategies include: legacy issues, maximize passive income, eliminate and/or reduce tax liability, update stagnate asset holdings,  and provide long-term appreciation.

How we may help you:

·      You desire to invest in quality commercial real estate and need direction.

·      You have owned investment real estate for years, and you desire to retire and enjoy the fruits of your labors. But, you need an exit strategy.  We can find a solution.

·      You are a land owner who wants to sell to a developer, but the thought of paying capital gains taxes is just too overwhelming and costly. We can find a solution..

·      You have recently sold a highly appreciated property or business, but you haven't found a suitable replacement property for a like-kind exchange and time is quickly running out. We can find a solution..

·      You own commercial property, you want to maximize income potential and free yourself from the daily headaches of property management or ownership, but if you sell, the capital gain taxes may be too high. We can find a solution..

·      You are an institutional portfolio, you may want to diversify your assets or fixed income alternatives into a more productive income producing holding. We can find a solution..

·      You are an Attorney, CPA, Investment Banker or Business Broker who is advising a client on the sale of their business, you need to know how to allocate the assets and capitalize goodwill in a structure that offers your client the best possible after-tax result. We can find a solution..

·      You are a Realtor with a willing seller who would love to be done with active property ownership but who doesn't want to buy another property management headache. We can find a solution..

With 30 years of experience in Wealth Management, Global Planning is uniquely qualified to assist investors and institutions with fully integrated planning strategies.

Through our extensive relationships with a national network of institutional real estate portfolio managers, Global Planning can design a broad range of real estate investment alternatives including: IRC §1031 and §1033, TIC or DST fractional ownership, Custom (whole property) exchanges, private placements, and non-traded real estate investment trusts.  Structured portfolio options are intended to maximize cash flow, eliminate and/or reduce tax liability, and to preserve and enhance your net worth.

Explore Global Realty Group's website, www.GlobalRealty1st.com, for a wealth of information that can assist with your real estate needs and planning strategies.