The Strategic Group is a boutique firm that focuses primarily on investment strategies that also may provide tax benefits as a source of returns. We work closely with affluent investors, family offices, trusted advisors, corporations, and banks.
- Opportunity Zones: Deploys targeted investments in real estate and other private equity opportunities in designated “Opportunity Zones” that can mitigate the taxation of capital gains while future appreciation of the investment may be tax free.
- Tax Credits: Develops, consults, invests, and brokers transferable federal and state tax credits such as film, low-income housing, historic rehabilitation, renewable energy, and other programs that mitigate tax liabilities.
- 1031 Qualified Intermediary: Consults and serves as a qualified intermediary for a 1031 tax-free exchanges, including strategies resulting from partnerships, lease buy-backs, and other complex exchange structures.
- Fund Management: Manages assets in a focused and disciplined manner with risk management controls, strong underwriting fundamentals, and a thoughtful investment philosophy. Structure and manage multiple private real estate funds, DSTs, and private equity funds.
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