Archives for Understanding UPREITs, Tax Deferral, Estate Planning

Estate Planning, UPREITs, and Your Retirement | The Peak Group

Any successful investment property portfolio owner is keenly aware of the market their ventures exist in. Now—more than ever— you may be investigating safer investment vehicles that can safeguard your financial future and retirement. When it comes to estate planning, UPREITs provide that opportunity by offering to turn your self-managed properties into a diverse, large-scale, and secure investment.
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