Thursday, June 20, 2024

Tax-Deferred Legacy: Property Planning With Multifamily Investments

Multifamily actual property investments stay a extremely efficient technique for constructing and preserving long-term wealth by providing tax benefits, predictable and sturdy revenue streams and the chance to learn from appreciation. Nonetheless, as a result of distinctive, and typically advanced nature of those funding belongings, it’s essential to have a well-structured property plan that optimizes the various tax benefits and ensures that belongings are distributed and managed in response to your needs.


We’re starting to see a “Nice Wealth Switch” pushed by getting old Child Boomers with trillions of {dollars} and actual property investments anticipated to be handed all the way down to heirs over the following decade. That makes this a pivotal time to think about wealth administration methods and the way multifamily investing by way of a trusted sponsor might help guarantee a legacy of economic safety and wellbeing for future generations.  


Be a part of trade consultants Ashlee Cabeal, Chief Monetary Officer at Hamilton Zanze Actual Property Investments; Ed Hanley, Managing Director at CBIZ Monetary and Accounting Agency; and Susan von Herrmann, Belief and Property Accomplice at Perkins Coie, LLP. Collectively, they may present insights and greatest practices for buyers aiming to construct generational wealth with their actual property funding investments.


We’ll focus on:

  • The distinctive advantages of multifamily investing with a good sponsor to construct and protect generational wealth.
  • The important thing concerns for buyers when creating an property plan that features actual property investments.
  • The tax benefits of multifamily investing and what buyers have to know when passing down income-producing properties.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by



Ashlee Cabeal

Chief Monetary Officer

Hamilton Zanze


Ed Hanley

Managing Director



Susan von Herrmann


Perkins Coie, LLP


David Bodamer – Host

Government Director




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