Tax strategies

Buy real estate the smart way

1031 Exchange

Sell an investment property and roll the capital into the next one — legally deferring capital-gains tax.

Buy a duplex or a home with a unit, live in one part and rent the rest — the rent helps cover your mortgage.

Up to $250K (single) or $500K (married) of gain on your primary home — tax-free.

Build an Accessory Dwelling Unit — separate income plus higher property value. California eased the rules.

A multi-property portfolio engineered for cash flow and tax efficiency.