Investing in Real Estate can offer Tax Advantages - Commercial Real Estate Investment Strategies in Central Texas
Lynette Morrison, REALTOR and CCIM represents Commercial Real Estate and Investment Properties in Central Texas.
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Investment Strategies Designed to Preserve Capital and Accumulate Wealth

1031 Exchange
Section 1031 of the Internal Revenue Code authorizes tax deferred exchanging. This method that allows a property owner to trade one property for another without having to pay federal capital gains tax on the transaction.

Lynette Morrison can team up with your tax accountant to determine what strategy is best for you. Lynette helps with;

  • Advantages and Disadvantages of Exchanging
  • Justification for Tax Deferral
  • Types of Exchanges

Investment Groups
Diversify Your Assets.
Many investors want the greater tax advantages and potential appreciation real estate can offer that other investments in stocks and bonds can not.

Lynette Morrison continues to grow her client base of individuals who want to invest in real estate but do not want the asset management hassles. They also would prefer to diversify their investments in different product; retail, office and land development in various locations in Central Texas. As opportunities become available for limited partnerships or limited liability corporations she offers these investments to her clients.

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Self Directed Retirement Investing
IRAs and 401Ks Invested in Real Estate.
This opportunity has been available since the '70's but few have taken advantage of it. Most brokerage firms offer stock and bond investments only because they are easily traded. However, understanding the logic of a stock's performance in the market is often guess work. So many of us hope we've invested in enough different stocks that if one goes down another in our basket will go up.

Investing in real estate in a market area that is familiar to you is a way to diversify your retirement portfolio with the advantage of avoiding paying taxes on the income or the gain on sale. Section 4975 of the Internal Revenue Code must be carefully met, but when followed properly can yield greater tax free returns.

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Contact Lynette Morrison

Kuper Sotheby's International Realty

Artfully uniting Extraordinary Properties
with Extraordinary lives

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