Jeff Brown
*

Purposeful Planning

Jeff uses time-tested investment principles to help clients develop & execute a Purposeful Plan.

  • Maximizing leverage when appropriate
  • Deferring capital gains taxes
  • Maintaining depreciation benefits
  • Precisely timing moves from growth to cash flow areas of the country
  • Using moderate capital improvements to increase rents & tenant quality
  • Finding and selecting the most investor-friendly financing

How We Help

The key set of services we provide as part of our Purposeful Planning approach is Capital Growth Planning.

Capital Growth & Retirement Planning & Execution

Establish Client’s Requirements For Retirement Cash Flow
  • Develop an Investor profile of current properties, including projected monthly income.
  • Establish Investor needs and desires for monthly retirement income.
  • Determine how realistic the timeline vs. income is, given the current status.
  • Establish how committed Investor is to the Purposeful Plan.
Provide Analysis of Current Investment Properties & Recommendations
  • Develop current net equity for all investment properties currently held.
  • Make recommendations on actions to take, based on length of time properties held.
  • Recommend proper mode of Plan execution based on current status.
Develop a Set of Investment Property Tax Strategies
  • Use of Tax Deferral using but not limited to Section 1031 of the IRC (Internal Revenue Code) Note: This tool is also referred to as a Tax Deferred Exchange.
  • Create a financing recommendation and demonstrate down payment alternatives.
  • Evaluate best use of Tax Deferral if applicable.
  • Calculate Before & After Tax Cash Flow Analysis based on prudent market assumptions
  • Show projections and rationale for timing of property trades, exchanges or sales.
  • Show potential negative impacts of current status to cash flow and/or growth.
  • Alert Investor if true, that's it's significantly past time to make a move.
  • Based on client's ordinary income, how to use Tax Code For income enhancement
  • Provide information on viability of extracting cash during the exchange including the potential for cash to be Tax-Free (Not Tax-Deferred) Cash as part of Plan