Retirement Repositioning & Exit Strategies
Summary
Our Retirement Repositioning and Exit Strategies are designed to offer a structured approach for investors evaluating liquidity, diversification, and ongoing income options in retirement. We assist in coordinating the transition of appreciated real estate into tax-deferred, professionally managed investment structures. With an emphasis on capital preservation and legacy objectives, our team helps develop approaches intended to support both current cash flow and long-term estate planning goals.
Our Solutions
Low Basis Exit Strategies
We help investors evaluate §1031, §721 and other tax efficient structures designed to reposition appreciated real estate while deferring capital gains and preserving equity.
Partnership and Ownership Restructuring
We work with partners and advisors to design exits, rollovers and recapitalizations that realign ownership interests and support long term estate and succession objectives.
Active to Passive Transitions
We assist investors seeking to transition from active management to passive income generating structures such as DSTs or REITs that align with retirement and legacy planning goals.
Contribution and Continuity Planning
We help facilitate property or entity contributions including §721 UPREITs, family transfers and gifting structures that maintain continuity of ownership across generations.
The NAI Legacy Way
Getting Started is Easy
01
Discover
We uncover each client’s goals, assets, and objectives to establish a clear foundation for strategic
real estate planning.
02
Design
We coordinate with your trusted tax, legal, and financial professionals and our team to design a
customized strategy.
03
Implement
We manage the implementation of selected strategies with all parties involved according to our
design.
04
Manage
We provide ongoing oversight and guidance to ensure structures remain effective and aligned with the client’s evolving objectives.