Goals and Strategies in Real Estate Investments

One question we ask each new client is that as an investor what are your goals and exit strategy of your real estate investment. We consider ourselves at Florida Property Management Services LLC real estate consultants, not just property managers. We provide comprehensive real estate services from leasing, property management, real estate sales, acquisitions, financing and estate planning with the best group of licensed professionals in each discipline. As Consultants we look at the whole picture and this enables us to tailor our property management services to suit each investor’s goals. One important aspect is to have an exit strategy well defined. This may be long term appreciation of the real estate asset, wealth accumulation for future generations, saving for retirement or current income among several investment options and criteria. 

For example some people may be saving for retirement and one investor may be looking at asset appreciation putting the real estate into a self-directed IRA, reinvesting all the income into the asset until the right time comes to realize the gain tax free and reinvest the funds into a financial asset that provides steady income and liquidity for the retirement years. 

Another investor may be looking at investing for retirement also but in a different way where one or more properties are financed and operated to repay the mortgages as soon as possible in order to enjoy the income on debt free properties over the retirement years and leaving the real estate assets to the heirs upon death, probably under an irrevocable trust to minimize tax liability.

Other investors are not looking at retirement per se but invest in real estate as a way of diversifying the risk of their investments and avoid concentrating solely in financial assets. Some investors have the goal of investing in distressed real estate to buy, rehab and sell for a profit and develop a profitable business.  Other flip properties for current income and some look at the tax benefits in conjunction with diversification. 

Each real estate investor must have well defined goals for their real estate investment and whatever the goal may be, one must define its exit strategy even before acquiring the asset. 

Our agents are licensed real estate professionals that assist investors not only with the leasing and property management of properties but also sales and acquisition of single properties or portfolios. When it comes to estate and tax strategies we have an excellent group of accountants and attorneys that can provide the best available advice. 

Well defined strategies and pre-investment planning to create  the right legal structures are crucial steps for the success of real estate investment and the achievement of the investor’s  goals. 

Contact us for a free consultation of your particular needs.