Case Study: Real Estate-Rich, Cash-Poor


Aging Property Owners with Passive Income Needs for Retirement

At Safe Harbor Asset Management, we frequently receive inquiries from investors considered real estate-rich and cash-poor, who have locked up most of their wealth in assets like real estate that are difficult to convert into cash.

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Updated: Feb 23, 2023

About the author
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

you are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.