Seeking to grow our premier grocery anchored shopping center
portfolio in the suburban New York Metro Area.
LOCATIONs: Commuter Markets
SIZE: Minimum 10,000 SF
PRICE: Minimum $5 Million
A tax deferred exit strategy well suited for families and partnerships.
A UBP DownREIT is a tax deferred transaction that enables an owner with appreciated property to transfer assets without triggering a capital gain. The DownREIT structure provides flexibility for an individual partner/owner to liquidate an interest in a property at the time(s) of his/her choosing, while permitting other partners/owners to retain a cash flowing interest in the property and/or liquidate at other times. A UBP DownREIT provides liquidity, flexibility and diversification. A UBP DownREIT is an effective estate planning mechanism and a highly useful tool for addressing:
- Partnership Disputes Paralyzing a Property and Preventing a Sale: a “win-win” solution for partners and family members.
- Succession Planning & Tax Savings: a practical way to divide real estate amongst family members without triggering a capital gains tax.