Process Overview

  1. Meet with the Build Wealth RE team to discuss your investment needs and develop a strategy to reach your goals.
  2. Determine value of your Real Estate Investment Portfolio
  3. List your properties for sale according to your plan
  4. Identify replacement investments with higher return
  5. Execute 1031 Exchange to defer tax on sale
  6. Enjoy your substantially higher cash flow
Strategy

You want to get the most out of the money you have invested. We will discuss your personal financial goals and develop a plan to reach them.

Growth

You can grow your wealth through appreciation or you can grow useable wealth through cash flow which will allow you to grow your portfolio and improve your life style.

1031 Exchange

You already own investments and have equity but don’t want to pay tax. Leverage the full value of your property by executing a 1031 exchange.

Learn more about useable wealth

Discuss your investment goals