Real Estate Planning
Grow your wealth through real estate, reduce your tax liability, or diversify your portfolio. As fiduciary advisors, we bring every piece of your financial life — including real estate — into one coordinated plan.
Contact Us To Learn MoreReal estate is one of the most powerful tools in a high-net-worth plan — income, appreciation, tax benefits, and diversification all in one asset class.
Cash flow today and long-term price appreciation — without compromising the rest of your plan.
Depreciation, 1031/721 exchanges, opportunity zones, and conservation easements coordinated with your full tax picture.
Real assets that don't move in lockstep with public markets — a meaningful counterweight to stocks and bonds.
Our Strategies
Is that listing worth investing in? Should you rent or sell? How will taxes, transaction fees, vacancy, or stagnant prices impact your financial health? We answer these questions through robust planning — and pair direct ownership with institutional pooled vehicles when it makes sense.
Looking to defer or reduce capital gains, diversify your real estate portfolio, and invest back into communities? Qualified Opportunity Zone funds may offer tax benefits when held for the required long-term periods, subject to program rules and your individual circumstances.
Building real estate wealth doesn't always involve buildings. Conservation easements preserve land, diversify your portfolio, and may offer tax benefits, subject to strict IRS requirements and substantiation, while keeping property minimally developed.
Want to diversify your real estate holdings, potentially defer capital gains, and reduce the day-to-day burden of being a landlord? 1031 and 721 exchanges into Delaware Statutory Trusts (DSTs) can transition active property into passive, professionally managed real estate.
The Fiduciary Difference
Most real estate "advice" comes from people who get paid only when you transact. We don't. As fiduciaries, we're paid to give you the right answer — even when the right answer is "wait" or "sell."
Let's design a strategy around your goals.
Important Disclosure
This page is educational and is not an offer to sell, or a solicitation to buy, any security or real estate interest. Real estate investments involve risk, including illiquidity, loss of principal, property-specific and tenant risk, leverage, changes in interest rates, and changes in tax law. There is no guarantee that any property, program, or strategy will achieve its objectives.
1031 and 721 exchanges, Delaware Statutory Trusts, Qualified Opportunity Zone funds, and conservation easements are complex, involve strict rules and deadlines, and are generally available only to accredited investors. Failure to satisfy applicable requirements can result in the loss of the intended tax treatment. Deferral is not elimination; deferred gain may become taxable in the future. Tax outcomes depend on your individual facts and on current law, which can change.
Rigden Capital Strategies does not provide legal or tax services. Please consult your own attorney and CPA before implementing any strategy described here.
