We help investors activate trapped equity, navigate tax-deferred
transactions, and reposition capital with precision.
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We operate as a coordinated advisory collective across real estate, finance, tax, and legal disciplines.
We begin with the full capital picture:
Assets. Structure. Constraints. Risk exposure. Desired outcomes.
Then we:
Engineer tax-efficient transition paths
Underwrite viable repositioning options
Align capital with long-term objectives
Coordinate execution with your advisory team
Often, instead of searching for a buyer for your equity, we bring the market directly to it
This Is Not Brokerage.
This is capital architecture.
If you’re selling investment real estate without a defined capital strategy before you list, you’re already behind.
You’re not stuck.
But you’re not exactly free either.
You’ve owned the property for years.
It’s appreciated.
There’s equity. Real equity.
But…
You’re tired of managing it.
Or the returns are low for the equity you hold.
Or the partnership dynamic has shifted.
Or capital gains taxes feel like a wall you can’t break through.
You’ve thought about selling.
But every time you run the numbers, the tax exposure stops you cold.
So you hold it.
And wait.
Maybe It’s One of These:
“If I sell, I’ll lose too much to taxes.”
“I don’t want to do another hands-on property.”
“My partnership structure makes this complicated.”
“I’m equity-rich but cash-flow tight.”
“I want passive income — but I don’t want to blow up my basis.”
Or maybe...
You’ve heard of 1031 exchanges, 721 UPREITs, installment sales, Delaware Statutory Trusts (DSTs), Tenants in Common (TICs), and other tax-deferred strategies — but the options feel layered, technical, and difficult to evaluate on your own.
You don’t just need another structure.
You need clear information and thoughtful guidance to understand what fits your situation and why.
You want strategy before the sale.
Not uncertainty after it.
Don't worry, AXA can help!
Strategy Before Transaction
A sale is an event. Strategy determines whether it creates momentum or friction.
Equity Deserves Intention
Real estate equity is not static wealth — it is deployable capital that should be positioned with purpose.
Structure Shapes Outcomes
Ownership, timing, and tax alignment matter more than urgency or market noise.
Collaboration Elevates Decisions
Coordinated planning across tax, legal, and financial disciplines produces stronger long-term results.
Understand the Full Picture
We begin by assessing assets, ownership structures, capital gains exposure, and long-term objectives.
Identify Strategic Pathways
We evaluate viable transition options — including tax-deferred strategies and capital repositioning alternatives.
Underwrite & Disclose
We analyze scenarios, model outcomes, and ensure material considerations are clearly understood before action is taken.
Coordinate Execution
We work alongside your tax, attorney, and financial advisors to align implementation with the broader capital plan.

Experience
Over 20 years of expertise in Real Estate

Success
100% success in Client Satifaction

Reputation
Trusted by investors, attorneys, and financial advisors nationwide.
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