Helping Real Estate Investors Get Their Financial House In Order

Bill and Laura, both 63, are real estate investors and over the past 30 years have built an active portfolio of apartment buildings and single family rental homes. Their three children are professionals and not interested in real estate. They have four grandchildren they enjoy doting on. They would like to retire in the next three years and be able to fund their grandchildren’s college education. They need help in the following areas:

  • Organizing and assessing their real estate portfolio from a financial perspective
  • Consolidating and simplifying their real estate holdings while analyzing the following:
    • Cash flow
    • Tax impact
    • Long-term hold potential
  • Retirement planning
  • Legacy planning

We can develop a strategy for making the most of their real estate holdings and creating a business management plan designed to allocate their assets to meet their needs today and their goals for the future. We also can collaborate with their tax and legal advisors to create a cohesive, tax-efficient estate plan designed to benefit them and their loved ones for generations.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Spring Street Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.