Wealth Transfer of Real Estate Assets includes both Legacy and Estate Planning. Planning for your real estate assets is a critical step in the overall estate planning process as many times, the real estate assets represent a significant portion of both the estate’s value and the estate’s liabilities.

Legacy Planning is a proactive step in the estate planning process where an assessment is made of the real estate assets and heir suitability. Not all heirs have the interest or aptitude to successfully manage a real estate asset, there could be different financial needs amongst the heirs or possibly they simply don’t get along which may result in the need to exchange certain assets into more suitable assets. Identifying and addressing some of these potential issues early in the planning process can help tailor a plan more suitable to everyone’s needs and ensure the plan achieves the desired outcomes.

Estate Planning for real estate assets is the process of determining optimum methods for preserving, managing and distributing real estate assets during life and after death, minimizing estate taxes and preservation of property tax basis.

Segue Real Estate Advisors assists the estate planning team with customized real estate services and strategic guidance in the valuation, repositioning and financing of real estate assets.

Transition Planning & Advisory Services

• Assessment of Assets and Heir Suitability
• Valuation Services -Evaluation of the portfolio or subject property. Provide a fresh perspective of the potential opportunities and current risks of an asset relative to today’s market, political and economic environment
• Identify Cash and Managerial Needs Through Transition
• Ownership Issues – ease of transfer, future managerial issues, cash distributions or cash calls.
• Executable plan that can be updated and changed as the need arises.

Transactional Services

• Probate and Trust Real Estate Services
• Liquidity to Probate and Trusts – loans to Irrevocable Trusts and Estates
• 1031 Exchanges – Listing, Selling and acquisition of new property(ies)
• DST Strategy – offset Boot related tax issues with exchanged asset value s
• Refinance – Cash Out financing to provide reserves and liquidity for operational expenses while assets are distributed
• Maximize Estate Sale Values – Turnkey Renovation Programs for Residential Properties