Direct Investment Real Estate for Business Owners

Obsidian Planning Solutions helps owners and entrepreneurs analyze their real estate portfolio and diversify their wealth.
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Tax Benefits

Potentially reduce your tax liability and defer capital gains with long term investments.

investment real estate tax benefits

Recurring Revenue

Potentially establish a monthly cash flow through rental income.

investment real estate recurring revenue

Capital Appreciation

Real estate ownership may help you stay ahead of inflation in the future.

investment real estate capital appreciation

Investment Real Estate doesn’t have to be intimidating.

  • Do you worry about choosing the ideal property?
  • Are you uninterested in dealing with property management?
  • How will you know when to sell or exchange your property?

Direct real estate could offer more tax benefits than REIT investments and limited partnerships and may give investors more control over decision making. Enjoy the ownership of investment real estate and feel less stress with an effective property management company.
We will take a comprehensive view of your current portfolio and provide you with considerations.

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Here’s how you can join other business owners who are confident about their wealth management.

Here’s how you could join other business owners who are confident about their real estate investments.

1. Schedule a Conversation

Your time is valuable, and we don't want to waste it. Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.

2. Receive a Free Competitive Analysis

You will get a comprehensive analysis to show how your business compares to your competitors.

3. Review, Track, and Monitor Progress

You will have a dedicated planner, a process designed especially for busy owners, tailor-made strategies, and timely follow-up to keep you on track.

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Enjoy the benefits of a diversified real estate portfolio.  

 

investment real estate buying assessment

Buying Assessment

Receive an analysis of your options on purchasing directly owned real estate.

investment real estate sales planning

Sales Planning

We’ll review your options so you may reduce taxes and increase your gains.

investment real estate competent management

Competent Management 

Identify a property management company that matches your managerial expectations. 

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You deserve a comprehensive approach

When you are a successful business owner, you may want to consider strategies that could reduce your tax liability and establish wealth outside your business. To do that, consider a consultant who understands the importance of direct real estate investments to diversify your wealth. The problem is, most traditional planners, may be unaware of the intricacies of direct investment real estate.  And few include direct investment properties in their recommendations. 

At Obsidian Planning Solutions, we take a comprehensive approach when developing plans for business owners and entrepreneurs. You may want to consider a consultant who makes recommendations by looking at your entire financial situation. It’s essential to understand and utilize all of your assets, like real estate, to balance both risk and opportunity. We know how a business owner’s finances are intertwined and work to leverage both.

When you have diversified your net worth, you should have the knowledge to make well-informed decisions, confidence in your future, and diversify your wealth beyond your business. 

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Other Considerations

References to Direct Real Estate investments are unrelated to securities. Direct real estate investors should perform their own investigations before considering any investment. There are material risks associated with investing in direct real estate including but not limited to illiquidity, tenant vacancies, general market conditions, and competition, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Potential cash flow, potential returns, and potential appreciation are not guaranteed. For an investor to qualify for any type of investment, there are both financial requirements and suitability requirements that must match specific objectives, goals, and risk tolerances. Diversification does not guarantee profits or protect against losses.

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