Building something that lasts.

Build, optimize and transition your real estate portfolio.

Real estate can be much more than a place to own property. When strategically managed, your investments can generate cash flow, build equity, create long-term wealth and become an important part of your retirement and estate plan.

We work with investors across a variety of strategies, including:

• Single-family rentals
• Multi-family properties, up to 10 units
• Short-term rentals
• Condos and townhouses
• Fix and flip
• Accessory dwelling units (ADUs)
• Vacant land
• Fractional & alternative real estate ownership

What is your real estate really returning?

Our Asset Performance Test takes a closer look at your properties: cash flow, operating expenses, market value and equity, return on invested capital, and whether to hold, sell, refinance or reinvest. The goal isn't simply to determine what your property is worth. It's to determine what your property is capable of doing for you.

Active or passive?

Being a real estate investor doesn't necessarily mean you need to be a landlord. We'll explore how involved you want to be, and coordinate with your attorney, CPA and financial advisor when appropriate.

Investment and tax strategies should be evaluated with your appropriate legal, tax and financial professionals. Our role is to help you evaluate the real estate opportunities and coordinate the real estate strategy as part of your broader plan.

Fractional & Alternative Real Estate Ownership involve complex tax, legal and securities considerations. The information above is for general educational purposes and is not tax, legal, financial or investment advice. Consult your CPA, attorney and licensed financial professional regarding your specific circumstances.

Keep more of your investment working for you.

Selling an investment property doesn't necessarily mean you have to pay taxes on the gain right away.

A 1031 Exchange may allow an investor to defer capital gains taxes when selling qualifying investment or business property and reinvesting the proceeds into another qualifying property.

For investors considering a sale, an exchange can provide an opportunity to:

• Defer capital gains taxes and keep more of your equity invested.
• Move into a larger or more strategic investment without immediately triggering the full tax liability.
• Consolidate or diversify by exchanging one property for multiple properties — or multiple properties into one.
• Reposition your portfolio as your financial goals, lifestyle, or investment strategy changes.
• Potentially incorporate a 1031 Exchange into long-term estate and wealth planning.

Is a 1031 Exchange right for you?

Every investor's situation is different, and the rules surrounding 1031 Exchanges are specific. Timing, property type, reinvestment requirements, and the structure of the transaction all matter.

The key is to start planning before you sell.

As real estate transition specialists, The Ware Group can help you understand the real estate side of a potential 1031 Exchange, identify replacement-property opportunities, and connect you with qualified tax and exchange professionals to help structure the transaction properly.

Thinking about selling an investment property? Let's talk before you list it. A conversation early in the process may reveal options you haven't considered.

1031 Exchanges involve complex tax rules and strict deadlines. The information above is for general educational purposes and is not tax, legal, or financial advice. Consult your CPA, tax advisor, attorney, and/or qualified intermediary regarding your specific circumstances.

A potentially powerful option for your 1031 Exchange.

If you own investment real estate and are considering selling, you may be looking for a way to reduce the responsibilities of property ownership while continuing to defer capital gains taxes.

A Delaware Statutory Trust (DST) can provide an alternative worth exploring. DSTs allow qualified investors to participate in institutional-quality real estate without the day-to-day responsibilities of managing a property. They can also provide opportunities for diversification, passive income and estate planning.

Potential advantages

• Passive ownership — no day-to-day property management.
• 1031 Exchange potential — DST interests can potentially qualify as replacement property in a properly structured 1031 exchange.
• Diversification — access to different types of real estate and investment properties.
• Potential income and appreciation — investments may provide ongoing income along with potential long-term appreciation.
• Estate planning benefits — DST investments may retain certain tax advantages when transferred to beneficiaries.
• Less hands-on responsibility — potentially eliminating many of the headaches associated with tenants, maintenance, taxes and property management.

Potential considerations

DSTs aren't right for everyone. They can involve longer investment horizons, limited liquidity and limited control over the underlying property. Investors are also exposed to many of the same real estate risks associated with traditional investment property, including vacancy, tenant issues, market conditions and property-related risks.

Is a DST worth exploring?

For an investor who is tired of managing rental property but doesn't necessarily want to give up real estate ownership or the potential benefits of a 1031 exchange, a DST may be an option worth investigating.

The right strategy depends on your individual financial, tax and investment circumstances.

If you're considering selling an investment property, let's have a conversation before you make your next move. We can help you explore whether a DST may be worth discussing with your qualified tax, legal and financial advisors.

Delaware Statutory Trust investments involve complex tax, legal and securities considerations. The information above is for general educational purposes and is not tax, legal, financial or investment advice. Consult your CPA, attorney and licensed financial professional regarding your specific circumstances.