Investments

Our mission is to be your advantage whether
you are buying or selling real property.

Self-Directed IRA Investment Property

A self-directed IRA can be an excellent option for those who want to diversify their assets beyond traditional stocks, bonds and mutual funds. Diversification through a self-directed Individual Retirement Account (IRA) is one way to accumulate wealth, especially with a shaky stock market often yielding low returns.

Seasoned investors know that investing in real estate through self-directed IRAs allows real property to increase in value over time at a higher rate than many other investments.

While Southern Advantage Real Estate team members are not IRA custodians or third party administrators, they are real estate professionals who specialize in locating and negotiating properties for their clients, including those with self-directed IRAs.

To learn more about IRA real estate investment properties in South Alabama and the Northwest Florida Gulf Coast, contact Rick Phillips at 251-948-4444 or rickphillips@gulftel.com

For more details visit the following link:

Tax Free (1031) Exchanges

The 1031 Tax Deferred Exchange allows investors to sell one or more appreciated assets -- generally rental or investment real estate -- and defer the capital gains tax payment by acquiring one or more replacement properties. That means a 1031 Tax Deferred Exchange allows you to keep all of your money (or equity) working for you instead of paying about one-third of it back to the IRS in taxes.

There are very specific requirements for real estate sales transactions to qualify for 1031 Tax Deferred Exchange treatment under Section 1031 of the Internal Revenue Code.

Because of the ever-changing IRS rules involved, successfully executing a tax-free exchange during a real-estate transaction can be complicated.

For more details, visit www.herbertlawfirm.com.

The Southern Advantage

With more than half a century of combined experience in real estate in Gulf Shores, Orange Beach and beyond, our agents have forged strong relationships with other professionals who demonstrate honesty and integrity in helping clients navigate tax deferred transactions, among other services.

At Southern Advantage Real Estate, we connect our clients with other local companies, including qualified intermediaries, who have demonstrated success in assisting our clients and theirs with tax-free exchanges and self-directed IRA investment properties. That’s what makes us your Advantage when buying or selling real estate property.

cash flow analysis
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cash flow analysis
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