Suma Monde Kapital Partners

Are you planning to efficiently transfer appreciable assets like family businesses or real estate? Consider Intentionally Defective Grantor Trusts (IDGTs). These trusts permit tax-free asset growth while the grantor covers income taxes, effectively reducing estate size. By exchanging assets for a promissory note with an IDGT, you can ensure their appreciation outside your estate, as the trust manages the note repayment using business income. #estateplanning #trusts #financialplanning #taxplanning #familybusiness #realestate #assettransfer #IDGTs

SMK Presents A New Investment Opportunity: Government Office Building in Pearl, MS Key Highlights: •⁠ ⁠13.2% 5-year projected ARR •⁠ ⁠100% occupancy  •⁠ ⁠1.66x 5-year projected multiple •⁠ ⁠4-6 year hold period •⁠ ⁠Secure Long-term Lease: 13-year Modified Gross Lease with a 4% rent increase in 2027, ensuring a stable and growing income •⁠ ⁠Attractive Debt Terms: 6.25% interest, 30 years amortization, non recourse loan •⁠ ⁠Investment-grade Tenant: AAA-rated by Moody's •⁠ ⁠Essential Government Agency Tenant: U.S. Geological Survey, Part of the Department of the Interior •⁠ ⁠High Visibility: Located on Airport Road with 25,188 vehicles passing daily •⁠ ⁠Excellent Accessibility: Near major transportation arteries (I-55, I-20, US-80, US-49) and Jackson-Evers International Airport •⁠ ⁠Minimal net investment after potential tax savings from bonus depreciation Please contact us at +1 (949) 350-8736 to learn more!

Estate planners can effectively reduce estate taxes with lifetime and annual gifting. Transferring assets as lifetime gifts protects them from future estate taxes. Additionally, utilizing the IRS annual exclusion—$18,000 per individual or $36,000 per couple—strategically lowers your estate's taxable value. Also, direct payments for tuition or medical expenses, which are exempt from gift tax limits, help manage and transfer wealth efficiently without incurring extra taxes. #estateplanning #estatetaxes #gifttaxes #giftingstrategy #wealthtransfer #taxplanning #financialplanning

Investing heavily in stocks and securities can expose you to significant risk during market downturns. To make your portfolio more resilient during these times, include real estate in it. Real estate not only diversifies your assets but also mitigates risk effectively and also offers long-term stability. It is an essential component, especially for investors seeking lower-risk options. #investingtips #stockmarket #securities #realestateinvestment #diversifyyourportfolio #loweriskinvestment #longtermstability

3,611 SF of Medical Space Available in Battle Creek, Michigan Key Highlights: •⁠ ⁠11 Minutes from Bronson Battle Creek Hospital •⁠ ⁠High Visibility Area: 13,470 vehicles passing by daily •⁠ ⁠High Accessibility along the I-94 & I-194 freeway interchange •⁠ ⁠Tenants Include: Renal Care, Diagnostic Labs & Therapy Center, Pain Relief Center, Internal Medicine & Nursing, Orthopedics & Vascular Center Please contact us at +1 (949) 350-8736 to learn more!

Investing in commercial real estate isn't just about securing space; it's gives you tax benefits too. Did you know you can reduce your taxable income significantly through deductions? Costs from property maintenance, insurance premiums, and even marketing can be deducted from your rental income. Moreover, you can also leverage depreciation deductions. This is a a smart strategy that can compensate for the natural wear and tear of your property over time. #commercialrealestate #taxbenefits #deductions #rentalincome #propertymaintenance #marketingcosts #depreciationdeductions

Are you making money from rental properties or planning to sell an investment property? Beware of the Net Investment Income Tax! A 3.8% tax could apply to your rental income and capital gains if your annual income exceeds $200,000 (or $250,000 for married joint filers). This tax affects passive investments, including properties not actively managed by the owner. #rentalproperties #investmentproperty #netinvestmentincometax #taxtips #passiveinvestments #realestateinvesting

SMK Presents A New Investment Opportunity: Preschool Building in Pearland, TX Key Highlights: •⁠ ⁠18.3% 5-year projected ARR •⁠ ⁠100% occupancy  •⁠ ⁠1.91x 5-year projected multiple •⁠ ⁠4-6 year hold period •⁠ ⁠Long-term 14 year absolute triple net (NNN) lease •⁠ ⁠14.5 miles from William P Hobby Airport •⁠ ⁠Kidcity, a blue chip tenant, has been in business for more than 20 years with 127 locations •⁠ ⁠Located on Shadow Creek Parkway with 29,650 vehicles passing daily •⁠ ⁠Minimal net investment after potential tax savings from bonus depreciation Please contact us at +1 (949) 350-8736 to learn more! Karan Negi Sudhir Pai, CPA, FCA, EA, CGMA

Opportunity Zones offer a smart way to save on taxes by investing in economically distressed areas. When you invest capital gains into Qualified Opportunity Funds (QOFs), you can defer taxes on those gains until 2026 or until you sell the investment. It's a real estate investment move that can give you significant tax savings while contributing to community revitalization. #opportunityzones #taxes #savetaxes

Medical office buildings encompass long-term lease agreements with healthcare providers. Their extended leases promise the steady cash flow and reduced tenant turnover. Compared to other commercial properties with shorter leases, medical office buildings offer a level of stability and continuity that’s a benchmark. It’s about securing your investment for the long haul. #medicalofficebuilding #realestateinvestments #stableinvestments #longtermlease #healthcare