In this episode of the Poised for Exit Podcast with Julie Keyes, Nolan Gaffney, CFA®, Portfolio Manager, and Yan Arsenault, CFA®, CAIA®, Chief Investment Officer, uncover real estate strategies that can transform how business owners and families protect their wealth. This couldn’t be more timely as trillions of dollars in real estate are expected to pass from one generation to the next as part of the Great Wealth Transfer.
Nolan and Yan discuss approaches that allow owners to transition away from the burdens of managing property, but still enjoying the benefits of real estate ownership. They share how tools like Delaware Statutory Trusts and 721 exchanges can create a smoother handoff to heirs, eliminate day-to-day management headaches, and defer significant tax obligations. Along the way, they illustrate how these strategies are helping families reduce risk, diversify their holdings, and plan with confidence for the future.
Hearing how these strategies have played out for real families adds an important layer to the conversation. From clients eager to step away from the hassle of tenants and repairs to those focused on leaving a smoother path for their kids, the stories are relatable and eye-opening. Nolan and Yan take away the complexity and talk about how, with the right help, there are options available.
If you’ve ever wondered how to move from active landlord responsibilities to passive real estate investing, or how to prepare your family to inherit wealth instead of stress, this episode is for you!
Originally published on the Julies Keyes Podcast.
