Succession & Estate Strategies
Summary
Our succession and estate strategies assist investors and families in repositioning appreciated real estate through coordinated ownership, tax, and entity planning. By working with qualified professionals, we help design approaches intended to align timing, structure, and long-term objectives for estate efficiency and continuity of ownership.
Our Solutions
“Bricks to Shares” Conversions
We help property owners exchange direct real estate ownership for beneficial interests in a DST or partnership REIT units through 721 UPREIT that simplify management and support estate planning goals.
Basis Step-Up and Repositioning
We coordinate with investors and advisors to evaluate strategies that align ownership timing and structure to potentially capture basis step-up benefits while preserving equity in appreciated real estate.
Entity and Partnership Restructuring
We assist investors and families in reorganizing or consolidating real estate entities to improve control, prepare for generational transfers, and enhance long term ownership efficiency.
Generational and Estate Alignment
We help integrate real estate holdings into broader estate and succession plans designed to maintain continuity, reduce administrative complexity, and support family wealth preservation.
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.