opportunity zone funds
Opportunity Zones are areas of the United States, certified by the US Treasury and the IRS, which exist for investors to receive preferential tax treatment in exchange for investing long term capital gains into areas designated by the governors of each state. With specialized knowledge of Opportunity Zones (not just limited to Arizona), we can help you understand the properties and/or funds that are qualified and help guide you to suitable and vetted opportunities.
other real estate alternatives
DST 1031 Exchanges
A 1031 exchange can be used to swap property in order to defer capital gains taxes and recapture depreciation.
Private Partnership Real Estate
Senior housing developments, apartment community upgrades, non-traded Real Estate Investment Trusts (REITs), grocery-anchored retail, e-commerce/Industrial warehouse, tax-advantaged energy and drilling programs, and more.