Case Study: Real estate investing firm structure

Real Estate Investing Firm Structuring

Old client reached out to us for advisory services regarding starting a new joint real estate venture. Based on the limited experience of the partners involved, we assisted in structuring their holding companies to include several management entities to avoid direct personal liability for each real estate investment.

Outcome: The firm owns several residential and commercial properties. And with the appropriate business structuring, they have secured over $5M in financing with little exposure of personal liability.
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