601.362.9633613 Crescent Circle, Suite 102
Ridgeland, MS 39157

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4 Different Ways to Fund, Own, or Sell Commercial Real Estate

January 13th, 2022

Building a real estate portfolio is one way to build wealth and ensure your family’s future for generations. We often think about owning property via mortgages and loans but there are other strategic ways to fund, own, and sell property. Each option has its merits and can help you reach your personal financial goals. Sometime investors want to take their retirement funds and purchase property utilizing a self-directed IRA. Other times, it makes sense to go through a 1031 exchange. In all cases, a dependable commercial real estate broker can make your portfolio grow in Jackson, MS, and become the wealth-building vehicle you envisioned.

4 Ways of Handling Investment Property

Thinking outside the box is what successful people do, even in commercial real estate. Here are four ways you might handle your investment portfolio to ensure you meet your financial goals:

  1. Self-Directed IRAs: This type of individual retirement account relies on you to completely administer it. It’s not necessary to only fund it with stocks, bonds, or mutual funds. You can buy retail stores, hotels, office complexes, multi-family homes, apartment buildings, and single-family homes. While there is a custodian that aids you in finding properties and doing the paperwork, you are in total control of this retirement asset.
  2. 1031 Exchanges: If you already own an investment property and are considering selling it or buying more properties, you might use this tax-deferred exchange. You can sell and then buy a like-kind property and defer capital gains taxes. The process does require the use of a qualified intermediary to facilitate the exchange.
  3. Real Estate Gifting: Investors looking for ways to handle assets in estate planning may consider gifting. It may be possible to purchase investment property with a gift of equity. There are some critical items to think about, including the tax implications for the recipient.
  4. Estate Planning: If you’ve spent most of your career accumulating prime real estate, you will want to plan for what happens after you die. There are different tax rules to consider when planning your estate. Sometimes, a gift makes sense. Other times, it may be time to sell off over-performing assets so that your estate tax is at a lower rate.

Depend on The Estes Group for Commercial Real Estate Broker Services in Jackson, MS

Build a solid financial net worth portfolio when you work with experienced and qualified commercial real estate brokers at The Estes Group. We believe that an investor-focused approach to investing provides the best opportunities to meet your goals. We continually strive to keep up to date of the market in Louisiana, Alabama, Tennessee, Mississippi, and globally. We offer custom services with a focus on transactional management, asset management, and investment management. Take comfort in knowing that we can be your one-stop firm for all your commercial property needs.

Call us at 601-362-9633 or contact us online to discuss your real estate goals with our knowledgeable and experienced commercial real estate brokers in Jackson, MS. We’ll help you find real estate investments that will deliver the best return on investments.