Tax Efficient Asset Reallocation
for Real Estate Entrepreneurs

A NCLA STRATEGIC BRIEF

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Direct real estate owners, often high net worth entrepreneurs, face obstacles to tax-efficient asset reallocation. Recently increased capital gains tax rates, and depreciation recapture exact a large toll on the proceeds of sale. The following brief provides strategies for tax-efficient asset reallocation for the real estate entrepreneur.

 Alternatives for the real estate entrepreneur such as:

  • Sell Property and Pay Taxes
  • Finance Existing Property
  • Sale Leaseback
  • UpREIT (Section 721 Tax Free Exchange)
  • and more...