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Pacific Crest
Wealth Management helps clients design and implement unique exit strategies for their
real estate exchanges.
They are able to diversify assets, reduce risk, and
increase cash flow through fractional ownership of
larger turn-key properties.
The
process is the ideal solution for real estate investors
looking to improve their real estate portfolio,
minimize exposure and reduce stress.
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Fill out
the form below to receive a real estate exchange consultation |
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OUR REAL ESTATE INVESTORS:
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Own real
estate other than their home
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Need to
deter impending capital gains taxes
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Want to
eliminate management burdens
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Look to
improve cash flow
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Seek
greater diversification and lower risk
THE PROCESS:
A disciplined
process connecting real estate investor’s needs with
expert research to make the most appropriate
investment decisions.
1. Needs Assessment
Before every
exchange PCWM works closely with an investor to
fully understand their current investment situation,
long term objectives, limitations and timeframes
2. Investment Due
Diligence
Our thorough
analysis of each real estate opportunity examines
the investment sponsor, ownership structure,
property market, and physical asset. This in-depth
research provides independent verification of an
offerings disclosure and a better understanding of
the potential investment
3. Personalized
Strategy
PCWM develops
a model real estate portfolio tailored to fit a real
estate
investors risk tolerance, liquidity needs, and time
horizon. This custom framework is designed to
allocate assets across multiple markets and property
types including:
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Industrial
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Office
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Public
storage
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Retail
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Multi-family
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Oil and
gas royalties
This
diversified approach is possible through the use of
the following fractional ownership structures:
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Tenant-In-Common (TIC)
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UPREIT
(721)
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Delaware
Trust (DST)
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Net Lease
4. Timely
Implementation
In this
critical step, PCWM helps 1031 investors execute the
recommended strategy and acquire suitable properties
that meet their investment goals and long term
objectives
Meaningful Results:
Our
real estate
investors can acquire a more diversified real estate
portfolio, eliminate property management, reduce
risk and potentially improve cash flow
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