Real Estate Investing

Real Estate Consulting

Investing in Real Estate provides a non-correlated asset class when compared to the stock market.

Vosberg Wealth offers real estate consulting focused on maximizing returns while minimizing taxes on both the income and disposition of property. We work with clients to help them choose which type of real estate ownership is best suited for their needs. The following are several ways we help clients acquire real estate: 

  • Outright – as an individual, jointly, in a trust or a partnership
  • Real Estate Investment Trust (REIT)
  • Tenants in Common (TIC)
  • Delaware Statutory Trust (DST)
  • 1031 Tax Deferred Exchange
  • 721 Tax Deferred UPREIT Exchange
  • Installment Sale

Contact Us Today

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 626.358.5458.