Challenge – Coordinating and managing the client’s execution of a 1031 exchange, focusing on value-added opportunities.
Action – Researched and analyzed opportunities that met the client’s investment goals. Contacted prospective buyers looking for investment properties.
Results – Located a fantastic commercial site and strong prospective tenants. Negotiated a long-term build to suit, a NNN deal. The client executed a 1031 exchange, STNL deal and achieved a 20% return on exchange equity. Successfully deferred taxes, grew the client’s equity, and gained passive income for the client.
Testimonial – ” I was able to defer taxes, increased the value of my equity, and created a strong passive income strategy. SVN|JJMottram put this deal together and was able to achieve my goals with only one advisor, John Mottram.” H Patel
No Comments