Our sole focus is real estate entrepreneurs.  Our deep niche allows us to quickly advise on creative solutions.  Our comfort with the unknown and love for complexity drives us to construct solutions based on what can be done!  

We specialize in the following:
- Real estate partnerships & special allocations
- Capitalization requirements and their impact on capital gain v. ordinary income upon exit
- Depreciation methods
- IRC §1031
- Tax Credits - Historic, LIHTC, and state tax credits
- Soft funding - understanding the tax and funding stack aspects; allowing customers to maximize soft funding  
- Estate planning and wealth transfer

Our guiding values are:
- Unconditionally does the right thing
- Inclusively values people & relationships
- Onboard only believers
- Consultative: Identifies opportunities, action-orientated questions and solutions, solves problems
- Self-motivated to continuously learn & improve
- Exhibits modesty, humility & vulnerability alongside confidence

The Capital Collective

Org chart

Teams

Offices

The Capital Collective

Org chart

Teams

Offices

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