I want to preserve and transfer real estate wealth
Beyond the calculators sit the structuring decisions that determine whether real estate wealth survives across generations or gets eaten by tax and operational mistakes.
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1Read
How much of your portfolio should be in real estate?
How much should be in real estate? Most allocators say 5–25%. JPM Private Bank says family offices average ~14.4%.
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Family office allocation — how it differs from institutional
How family-office allocation actually differs: higher branded residential, direct operator stakes, strategic OZ use.
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Step-up in basis at death — the most underused estate strategy
The most underused estate strategy. Heirs get basis stepped up to FMV at death — embedded gains disappear.
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1031 exchange — defer the tax forever (or until death)
Trade up forever via 1031, hold until death. The canonical multi-generational tax structure.
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Opportunity Zones (OZ 2.0) — now permanent
OZ 2.0 (permanent under OBBB) — strategic for very-long-hold positioning.
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Capital structure determines most crisis outcomes
Most wealth lost in crises is lost through capital structure, not asset operations. Audit your covenants, your maturity ladder, your recourse.
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Pre-crisis hardening — the antifragility checklist
Everything is easier before a crisis than during one. The annual checklist.
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The Miami corridor — LatAm UHNW capital, structurally
For LatAm-connected families: the structural pull is real, the market is institutionalized, and the diversification benefit vs. other USD assets is meaningful.
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