Suma Monde Kapital Partners

Celebrating Another Success - Gas Station Sold in Sanford, FL! We are thrilled to announce the successful sale of our gas station investment in Sanford, FL in under 12 months from the date of purchase. This deal delivered incredible returns, with an MOIC of 1.97, an IRR of 125%, and an ARR of 116.2% over the investment period. Key highlights: •⁠ ⁠Strong traffic counts exceeding 15,000 vehicles per day (VPD) •⁠ ⁠A growing population of 69,000+ people within a 3-mile radius •⁠ ⁠Located in an area surrounded by large multifamily developments This achievement is a testament to our commitment to identifying high-potential opportunities and maximizing returns for our investors. Interested in exploring similar opportunities? Contact Barry at (949) 350 8736 or schedule a time to chat at calendly.com/barry578.

Real estate serves as an effective hedge against inflation, typically appreciating in value as general prices rise. This appreciation not only enhances capital value but also allows for increased rental income, thereby improving overall returns. Beyond periods of inflation, real estate continues to hold significant value due to sustained demand. As a tangible asset, it offers multifaceted utility—it can be leveraged as collateral, utilized as rental property, or preserved as a family legacy, making it a strategic investment for various financial objectives. #realestate #investments #investrealestate

Opportunity Zones offer three significant tax incentives to investors. Initially, tax on capital gains can be deferred until the disposal of the Qualified Opportunity Fund (QOF) investment or until 2026, whichever occurs first. Moreover, an investment maintained for five years qualifies for a 10% exclusion on the taxable gain, which increases to 15% after seven years. Note that these incentives expire after 2026. For investments held for at least ten years, taxes on the initial gains are due, but any subsequent gains are exempt from tax. #opportunityzones #taxincentives #investing #qualifiedopportunityfund #capitalgains #taxexclusion #investmentstrategies

High-income individuals face complex estate transfer challenges, with taxes posing a significant threat to inherited wealth. Utilizing strategies like lifetime gift exemptions, life insurance, Roth accounts, and other tax deductions can greatly reduce the estate, gift, and transfer taxes. These methods ensure a smoother transition of wealth to loved ones, protecting your estate for future generations. #HighNetWorthIndividuals #estatetransfer #inheritance #lifetimegiftexemptions #Rothaccounts #taxdeductions

When considering whether to renovate your multifamily property, think sustainability. Introducing energy-efficient practices not only attracts more tenants but also reduces utility costs. Though it’s challenging to pinpoint an exact ROI, properties not originally built to current energy standards generally benefit financially from upgrades. Renters increasingly expect energy-efficient features like LED lighting and modern appliances. More extensive renovations, such as enhancing insulation and installing energy-efficient windows, can further improve both the indoor environment and soundproofing, boosting tenant satisfaction and property value. #renovationtips #sustainabilitymatters #energyefficientliving #propertyupgrade #tenantlife #modernappliances

Converting an office building into a hotel or apartment comes with some big perks—like saving time and money. Compared to starting from scratch, remodeling can be faster, slashing construction time and labor costs. Plus, you'll use fewer materials and face lower demolition expenses. There’s also a financial upside: you might be eligible for some tax breaks and incentives. Depending on where you live and your project's specifics, you could benefit from credits like the Historic Renovation Preservation Tax Credit, New Markets Tax Credit, or Low Income Housing Tax Credit. And don't forget deductions for energy-efficient upgrades! #officeconversion #remodeling #savingtimeandmoney #taxbreaks #incentives #financialbenefits #historicrenovation #newmarketstaxcredit #lowincomehousingtaxcredit #energyefficientupgrades

Estate planning streamlines asset transfers, minimizes disputes—especially in sizable businesses—and lowers taxes on inheritances. It employs tools like payable-on-death accounts and living trusts that kick in after you're gone. You can even outline wishes for long-term medical care. This forward-thinking strategy curbs future conflicts and eases financial burdens on your heirs, ensuring peace of mind for everyone involved. #estateplanning #assettransfer #inheritance #taxes #livingtrusts

Unlike single-unit properties, multifamily units offer multiple streams of rental income—all under one roof. This setup boosts cash flow and cushions you from vacancies. If one unit sits empty, the others still contribute to your revenue. Plus, multifamily investments diversify your portfolio beyond the usual stocks and bonds, helping you grow faster. With real estate’s typically low correlation to other asset classes, it also offers a great way to mitigate overall investment risk. #multifamilyinvesting #realestateinvesting #rentalincome #cashflow #portfoliodiversification

Investing in government office buildings requires a solid grasp of regulations and compliance requirements. Start by familiarizing yourself with zoning laws, building codes, and specific regulations for government leases in your area. Navigating these complexities can be challenging, so consider consulting legal and real estate experts in this sector. Their insights can help you make informed decisions and ensure your investment aligns with all necessary regulations for success. #governmentofficebuildings #investment #regulations #compliance #zoninglaws #buildingcodes #realestateexperts

Estate planning is essential for protecting your heirs from heavy taxes. By strategically transferring assets, couples can significantly reduce or even eliminate federal and state estate taxes, as well as state inheritance taxes. Effective planning can also minimize the income taxes beneficiaries may encounter. Without a proper plan, your heirs could face significant tax liabilities. Safeguard your loved ones by creating a comprehensive estate plan. #estateplanning #savetaxes #estateplanning