An Integrated Approachto Tax deferral and real estate wealth management

Managing Real Estate & Private Investments requires specialized knowledge.
We proactively evaluate each aspect of these unique assets.

Real Estate Analysis

We develop tax deferred diversified portfolios of passive real estate investments in Delaware Statutory Trust (DST) programs within a 1031 exchange. This allows us to create a clear pathway to retirement from active property management and tailor each client’s DST real estate portfolio to their unique goals for income planning, retirement planning, and legacy planning.

We diversify portfolios across multiple asset classes of institutionally-managed real estate. Economists and wealth managers have long held that investors can consistently achieve better outcomes by broadly diversifying their investments across multiple asset classes with complementary risk profiles. We see Real Estate the same way.

Life and real estate are dynamic, your plan should be as well.

Tax Deferral Strategies for Real Estate Investing.
Tax Deferred 1031 exchange services for real estate investing.
Capital gains tax deferral in real estate investing requires a strategic approach.

All photos of properties are not representative of any specific investment.

 

Tax-deferred real estate investing can achieve better outcomes by broadly diversifying real estate investments.

Tax Planning

We believe successful investment planning integrates tax planning. With the help of our affiliated tax professionals, we help accredited investors defer capital gains tax through integrated 1031 exchange and 721 upREIT tax strategies.

These tax deferral strategies allow us to shelter real estate assets from tax exposure while repositioning our clients’ wealth to optimize for current income, growth, and legacy planning.

Proactive tax planning allows us to begin with the end in mind.

Private Wealth Management

We build out Portfolios of Private Investments designed to complement our clients’ core real estate holdings. We focus on investments designed to reduce portfolio volatility and increase overall return, creating allocation models balanced with each client’s core real estate investment strategies.

This approach enables us to invest in dynamic sectors, positioned for long-term growth while deferring your capital gains taxes.

Creating confidence for your next adventure.

Tax deferred legacy wealth planning in real estate requires a dedicated approach.

Creating Alignment
The Archer Process

Planning that considers every angle to ensure your investments and tax strategy support your goals.

Explore

We start with you. We work together to map out a clear vision for your priorities, goals, and financial life.

Plan

We craft tailored investment plans, all designed to actualize your unique goals and vision.

Implement

We continually review your investments and regularly meet with you to reevaluate goals & assess progress.