Multifamily real estate investing is a highly effective strategy for building and preserving long-term wealth by offering tax incentives, a predictable and lasting source of income, and the opportunity to enjoy capital appreciation. It continues to exist. However, due to the unique and sometimes complex nature of these investment assets, a well-structured real estate plan will optimize the many tax benefits and ensure that the assets are distributed and managed as desired. is very important.
We are beginning to see a “million dollar transfer” by aging baby boomers, with trillions of dollars and real estate investments expected to be passed on to heirs over the next decade. As such, now is a critical time to consider wealth management strategies and how multifamily investments through trusted sponsors can ensure a legacy of financial security and well-being for future generations.
Join industry expert Ashley Kabir, Chief Financial Officer of Hamilton Zanze Real Estate Investments. Ed Hanley, Managing Director of CBIZ Financial and Accounting Firm. His Susan von Herrmann, trust and real estate partner of Perkins Coie, LLP. Together, they provide insights and best practices for investors looking to build intergenerational wealth in real estate investing.
We plan to discuss:
- Co-investing in multifamily homes with reputable sponsors has the unique advantage of creating and sustaining wealth for generations to come.
- Important considerations for investors when making real estate plans involving real estate investments.
- The tax benefits of multifamily investments and what investors need to know when taking over an income-producing property.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.
organizer
Ashley Kabir
CFO
Hamilton Zanze
Ed Hanley
President
CBIZ
Susan von Hermann
Partner
Perkins Coie Law Office
David Bodermer – Host
Managing Director
WMRE
