Welton Street Tax Efficient Real Estate Investment Solutions

Real Estate Investors

Real Estate Investors face a wide range of choices when exiting their highly appreciated investment properties. Many opportunities exist: sell and pay capital gains, complete a 1031 Exchange or planned giving.

Welton Street and our knowledgeable representatives offer competent, objective advice when it comes to navigating tax-efficient exit strategies for their highly appreciated real estate. If you are looking for balanced and straightforward advice about reaching your financial goals and objectives with your real estate investment, Welton Street can help guide you down the right path.

Welton Street offers alternatives that potentially defer or eliminate capital gains taxes such as:

1031 Exchange – Offers investors one of the last great opportunities to build wealth and save taxes
Tenant-in-Common (TIC) Investments — Institutional-quality properties as exchange alternatives or direct investments
Pooled Income Funds – Combines the tax advantages of planned giving with a lifetime of using the Life Income Funds of America

Securities offered through Welton Street Investments LLC, 4600 S. Syracuse Street, Suite 530, Denver, CO 80237, 888.569.1031. This is neither an offer to sell nor a solicitation of an offer to buy a security. Such an offer may only be made by means of a private placement memorandum or via an exempt offering under the Philanthropy Protection act of 1995. As with any real estate investment, there are various risks including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, limited liquidity, and limits on management control of the property. The information provided on this site is general and educational in nature. It is not intended to be, nor should be construed as legal or tax advice. Content provided relates to taxation at the federal level only. Tax deductions are subject to individual circumstances; potential investors or donors should consult their tax advisors.