From Landlord to Legacy: Strategic Tax-Smart Real Estate Exits for Income and Generational Wealth
Join Investably for an insightful case study on how appreciated properties may be repositioned into institutional real estate aligned with retirement income, wealth preservation, and generational wealth planning goals.
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Tax-optimized exit strategies to help defer capital gains- How Delaware Statutory Trusts (DSTs) help transition from active to passive income
- Real-world case study on transforming appreciated assets into passive income aligned with estate planning goals
intentional wealth. thoughtfullly managed.
Who may benefit from this webinar:
Active to Passive Income
You are an Accredited Investor with appreciated real estate looking to transition from the day-to-day management to passive real estate exposure.
Estimated Taxes over $1 00K
You are considering selling appreciated real estate properties and anticipate over $100K in capital gains taxes.
Generational Estate Planning
You desire to transform appreciated real estate into tax-efficient, income-producing wealth that is easier to manage, protect, and pass down to the next generation.
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Our Commitment
We are committed to nurturing long-term client relationships with a select number of families desiring to use their wealth intentionally for a life well-lived.
Thoughtful market insights, tax-smart strategies, and real-world guidance for building wealth with clarity and confidence.
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Disclosures
Wealth advisory and investment management services are provided by Investably, LLC, an independent registered investment advisor (RIA) firm registered in the state of Maryland and Florida. We are headquartered at 2 Bethesda Metro Center, Suite 250, Bethesda, MD, 20814. We serve clients virtually in Maryland, Florida, and in any states where exemptions may apply.
Michelle Gordon is a holder of the Accredited Investment Fiduciary® (AIF®) designation. Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. Designation is administered by Fi360, a Broadridge company. Michelle Gordon is a licensed Investment Advisor (Series 65) and licensed insurance professional. Previously, a licensed General Securities Principal (Series 24) along with Series 7, 63, and 3.
All content is for information and educational purposes only. It is not intended to provide any financial, tax or legal advice. Please consult with attorney or CPA for legal or tax advice. Nor is it intended to be a projection of current or future performance or an indication of future results. Investment decisions are based on an analysis of client-provided data. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Past performance is not indicative of future performance.
For our Form ADV,click here. For BrokerCheck,click here. For more information, please refer to our Privacy Policy and Terms & Conditions. We welcome you to reach us at hello@investably.com or 410-348-1611 or https://www.investably.com/.
INVESTABLY is a federally registered trademark owned by Investably LLC. INVESTABLY also claims trademark rights in its stylized design containing the literal element <INVESTABLY>. Any unauthorized use is expressly prohibited.
Wealth advisory and investment management services are provided by Investably, LLC, an independent registered investment advisor (RIA) firm registered in the state of Maryland and Florida. We are headquartered at 2 Bethesda Metro Center, Suite 250, Bethesda, MD, 20814. We serve clients virtually in Maryland, Florida, and in any states where exemptions may apply.
Michelle Gordon is a holder of the Accredited Investment Fiduciary® (AIF®) designation. Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. Designation is administered by Fi360, a Broadridge company. Michelle Gordon is a licensed Investment Advisor (Series 65) and licensed insurance professional. Previously, a licensed General Securities Principal (Series 24) along with Series 7, 63, and 3.
All content is for information and educational purposes only. It is not intended to provide any financial, tax or legal advice. Please consult with attorney or CPA for legal or tax advice. Nor is it intended to be a projection of current or future performance or an indication of future results. Investment decisions are based on an analysis of client-provided data. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Past performance is not indicative of future performance.
For our Form ADV,click here. For BrokerCheck,click here. For more information, please refer to our Privacy Policy and Terms & Conditions. We welcome you to reach us at hello@investably.com or 410-348-1611 or https://www.investably.com/.
INVESTABLY is a federally registered trademark owned by Investably LLC. INVESTABLY also claims trademark rights in its stylized design containing the literal element <INVESTABLY>. Any unauthorized use is expressly prohibited.