Your investment comes first. We understand your bottom line: appreciation, cash flow and tax advantages. Our team consists of an attorney, broker, agents, former financial consultant, and we also work closely CPAs to help you achieve your goals: commercial(industrial, land development, office and medical offices), foreclosures, probate, foreclosures and much more. At Montridge Real Estate Group, we take pride in working with you every step of the way to achieve your investment goals.
Under Internal Revenue Code 1031, an investor can defer capital gains, and help one defer capital until one pass away. The challenge is one has to identify another property within 45 days. We have agents who are experienced with working with investors under tight deadlines. We also work with CPAs, attorneys and financial intermediaries.
Purchasing probate properties can be long term investment strategy. Why? Typically, the Probate Referee, the court appointed appraiser, typically follow guidelines that allows the property to be discounted. One of the risks include beneficiaries contesting the probate, and the investor will not be able to take possession of the property for months or years. In other cases, one of the beneficiaries could be awarded the property. Finally, one who purchases probate property may or more likely than not waive inspections and disclosure documents. There could also be a tenant or a squatter residing in the property. At Montridge, we pride ourselves with years of experience in dealing with probate property. Call our office for more information on purchasing probate properties.
Purchasing foreclosure properties can also be good long term investment plan. However, trustees hire marketing firms that publish the properties, and most bidders over bid. As a result, many investors overpay for damaged properties that is in disrepair.
Take advantage of opportunity zones in California and invest in a qualified California Opportunity Fund!