Our Investors Process

Want To Invest?


Buy low. Sell high. This age-old strategy has guided investors, no matter the commodity.  Today’s market has presented an opportunity for people to sell that will last for an undetermined amount of time. We understand how important it is to you and your future to build a long lasting business plan and relationship with an agent who understands your needs and how to make you the most money in the least amount of time with the smallest amount of effort.

The ultimate goal is to make this tax disappear by one of two ways:

1. Sellers may successfully rollover gain and ultimately move into one of their investment properties and declare it to be their primary residence. Provided they are married and have held the property for five years, reside in the property for a minimum of two years, they can exempt $500,000.00 in taxes upon the ultimate sale.

2. Capital gains taxes are eliminated upon the death of the property owner. Heirs receive a step up in basis on the date of death.

Earn Extra Income  

The payment of income or capital gain tax on the sale of property can be voluntary thanks to Section 1031 of the Internal Revenue Code which is one of the most underutilized sections of the tax code. Perhaps the problem lies with calling the procedure an exchange as this creates a lot of misunderstanding and would be better utilized if this was re-labeled as a 1031 rollover because that is precisely what happens. The gain is rolled over to a new property. There are an unlimited number of times an individual can successfully rollover gain and postpone tax. 

There are actually only seven simple points to master to have a clear understanding of the rules pertaining to 1031 exchanges. With the limited exception of subtle nuances, any realtor can share with customers all they need to know about 1031 exchanges. While the technical terms used to describe properties in an exchange (rollover) are “relinquished properties” and “replacement properties” convey the terms as “old property” and “new property”. 

The Tax Exchange


Part of what makes Real Estate such a thrilling business are the endless ways that it touches the lives of so many people. Beyond the fundamental need that housing plays in each of our lives, have you ever thought about ways that you can make real estate work to create wealth for you?San Antonio has one of the strongest rental housing markets in the country. The factors that keep it so strong are the same reasons that make investing in these types of properties worth exploring.Give me a call today to discuss how we can build a pipeline of residual income for you and your family.


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