If you or your clients are preparing to sell an appreciated asset—such as real estate or a business—there are exit strategies that can help mitigate potential capital gains tax issues without relying on a 1031 exchange, purchasing additional properties, or insurance products. Whether it’s a long-held rental portfolio, a BRRR investment with debt exceeding basis, a luxury home expected to sell above cost plus improvements, commercial or industrial property, land, or a business, it’s wise to explore strategies that can defer, reduce, or in many cases eliminate capital gains taxes at both the state and federal levels. If you’re looking to start or expand a real estate brokerage that helps sellers navigate these issues while also generating repeat and referral business, there are options out there.

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With 47 years real estate experience and 8 years in corporate finance, mostly consulting CRE brokerage firms nationally, I am a Debt or Equity Participant.