Real Estate

Maximize Your Investments With Real Alternatives

For many investors, real estate comprises a significant part of their portfolios, so understanding how to evaluate and analyze real estate investments and their various forms is critical. Our experts can support you in navigating the various opportunities for returns and savings within the public and private markets of real estate by providing guidance on tax strategies, financing options, and market conditions.

Recent Blog Articles

Should I Diversify My Investments With REITs?

Jun 07

Time to Zone In on the Tax Benefits of Qualified Opportunity Zones (QOZ)

Sep 07

Gerry O’Connell, EA
Tax Planning, Partner

How a Basis Step-Up Can Result in Significant Tax Savings

Aug 07

Simon Mayali, JD, LL.M
Estate Planning, Director

For California Homeowners: Proposition 19 Impact

Jan 07

Gerry O’Connell, EA
Tax Planning, Partner

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Real Estate Advisory Services Include:

Navigating the critical timing of interest rates and refinancing
Maximizing tax-deferring and tax-deductible strategies
Selling an investment property tax-efficiently
Public market analysis to forecast private markets
Property valuation and comparative analysis
Leveraging discounted financing
Diversifying portfolios with private and publicly traded real estate investments

Between private investments and publicly traded, pooled-investment forms, there are many ways in which you can invest in real estate to optimize returns or maximize savings. Each form of real estate investment has its own risks, expected returns, regulations, legal structures, and market structures. While some options are suitable for long-term investment horizons, others may be more suitable for the short term, depending on liquidity risk tolerance. Let our experts help guide you through the complexities of real estate investments.

Recent White Papers

White Paper

About REITs as an Investment Alternative

White Paper

Understanding Alternative Investments

White Paper

Tax Mitigation Strategies When Selling Your Investment Properties

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TAX ADVISORY

Minimize Taxes:

Maximize tax deductions through property costs and depreciation
Leverage tax deferment strategies such as 1031 or Opportunity Zones
Stay ahead of legislative developments and real estate tax implications

FINANCING & REFINANCING

Discounted Financing:

Fully leverage access to discounted financing
Receive guidance on changing interest rates
Understand the difference between direct and indirect lending and the investment opportunities associated

Market Analysis & Forecasting:

Monitor public market trends to forecast private market moves
Utilize valuation techniques to assess changes in value over time
Leverage comparative analysis to inform investment opportunities

INVESTMENT ALTERNATIVE

Diversification:

Private equity investment or mortgage-backed securities guidance
Long term vs. short term investment horizons based on liquidity needs
Access to Real Estate Investment Trusts (REITs)

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.

The legal and/or tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. It does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell securities. All information is subject to change. This material contains references to concepts that have legal, accounting, and tax implications, and is not intended as legal, accounting or tax advice as Baker Avenue Asset Management LP is not engaged in the practice of law, tax or accounting. Accordingly, any information in this document cannot be used by any taxpayer for purposes of avoiding penalties under the Internal Revenue Code. Information presented is believed to be factual and up-to-date, and BakerAvenue cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws which may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre-and/or after-tax investment results. BakerAvenue makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult your own attorney and/or accountant for advice regarding your particular situation.

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