Protection for Future Generations
What You Do With Your Money Matters
Most wealth is not built overnight. Rather, through years of hard work, relentless discipline, and detail. With careful planning, and the right guidance, you can protect your wealth and add value to your portfolio.
At Vistia Capital, we provide comprehensive wealth preservation strategies to high net-worth individuals, families, investment advisors, and institutions looking to explore ways to not only protect their money with tax saving opportunities, but also make their investments matter.
Tax Saving Investment Strategies to Protect Wealth
When it comes to 1031 exchanges, timing is everything. Our team of seasoned investment and property specialists can help execute a successful transaction.
As a qualified intermediary, we take a mindful approach to capital gains and can help property owners navigate the complexities behind the Internal Revenue Code 1031 for like-kind property exchanges.
We evaluate hundreds of new Opportunity Zone projects every year.
With over 8,700 Opportunity Zones across the US, we can help deliver successful investments with the power to make a positive impact on communities.
Opportunity Zone projects can be a potential win-win for everyone involved, spurring economic growth and job creation to distressed communities, while also delivering significant tax benefits.
Real Estate Development with Conservation Options
At Vistia Capital, we help our clients look at every angle. We leverage our experience in real estate development – multifamily, aggregate mining, and solar – to source projects that keep investor options open to develop, conserve, or hold.
Our team performs extensive internal and third party due diligence when sourcing opportunities. We help our clients understand all of the options, including long term additional investments, for whether you choose to develop, conserve, or hold the project for future development or sale.
Frequently Asked Questions About Alternative Investments
What is an Opportunity Zone?
Opportunity Zones are product of a federal economic development program that has designated distressed areas in need of economic development and improvements. Opportunity Zones we a product of the Tax Cuts and Jobs Act of 2017 and offer special tax benefits not always available in traditional real estate development opportunities.
What is a 1031 Exchange?
A 1031 Exchange is a real estate transaction under Section 1031 of the United States Internal Revenue Code that allows for capital gains of one property to be deferred in exchange for reinvestment in another like-kind property.