Tax Mitigation.
Wealth Creation.
Quick Snapshot
Property
6-unit apartment complex
Sale Price
$20,000,000
Objective
Defer taxes, preserve equity, and reinvest for greater growth
The Situation
A family-owned investment property, a 6-unit apartment complex, was sold for $20,000,000.
Without a strategy, the sale would trigger a major tax bill and significantly reduce the amount of capital available to reinvest and grow family wealth.
The Goal
- Defer capital gains taxes
- Preserve more equity
- Keep more money invested
- Create greater long-term growth
- Build a stronger multi-generational wealth plan
The Strategy
The sale was structured using a structured tax-deferral strategy.
This allowed the sellers to defer capital gains taxes and keep more of their money working for the future.
Without a Tax Deferral Strategy
$20,000,000
$7,400,000
$12,600,000
$12,600,000
With a Tax Deferral Strategy
$20,000,000
$0 due now
$20,000,000
$20,000,000
The Result
$7,400,000
Defer in taxes
$20,000,000
Reinvest
Keep
more capital working
Create
greater growth potential
Build
a stronger multi-generational wealth strategy
- Bottom Line
By deferring taxes, this family preserved capital, increased buying power, and positioned their investments for a far greater financial future.
Selling a major real estate asset?
Kent helps families think strategically about real estate sales, tax impact, reinvestment, and long-term wealth creation.
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