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As a Real Estate Counselor it is very important to determine your needs, wants and capabilities so that we ( A CCIM and CPA) may assist you in the purchase, sale or exchange of your property. This counseling is essential in getting you to where you want to be in your investment journey. Counseling involves asking questions and with your help, a detailed search for solutions. However, There are things that you may want to keep confidential and there are experts, such as your CPA, or Attorney that can advise you. Your investment, "is what it is", so share with me all the information you can and that information will help solve the problem and find a good replacement alternative. Each situation is different and each property is different. Your property is most likely tied up with debt and equity and the only thing you have for exchange is your equity. So, in an exchange, there must be a benefit to the acquiring party to complete the exchange. Exchanging is all about benefits received and given. There are a host of ways to complete an exchange and you must be flexible and be able to "Think Out of the Box". In an exchange, your motivations and what you will accept as an alternative investment are very important. In an exchange, you may not need cash and therefore may be able to avoid Capital Gain Taxes. This is a fact; Owner financing and Trades solve huge problems in preserving equity. Call or e-mail to see if you and your property will qualify for an exchange. If we understand your needs and motivations then we can work on the Real Estate. Contact Chuck at 1-970-209-5356 E-mail Chuck@montrosecommercial.com Contact Tim Slone, CPA 1-970-240-4404 E-mail thscpa@montrose.netfo
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