TaxApril 22, 2026 · 9 min
1031 Exchanges into Ultra-Luxury
Structuring like-kind exchanges for high-basis trophy assets without breaking step-up planning.
Brief available
Investor Insights
Yield, tax, and cycle intelligence.
Original research for principals who treat residential real estate as a portfolio asset, not just a lifestyle choice. Briefs are released quarterly; one-page notes between cycles.
TagsClear: Estate Planning ✕1031AbsorptionAppreciationAustinBel AirBeverly HillsBrentwoodCapital FlowsCoolingDispositionEstate PlanningFXHolmby HillsMalibuMandateNegotiationNew DevelopmentOff-MarketPacific PalisadesPhoenixProcessQOFRatesRegulationResidencySTRSealed BidSponsorStructuringTexasWaterfrontWyoming
TaxApril 18, 2026 · 8 min
Qualified Opportunity Funds: A Residential Overlay
QOF deferral remains underused at the top end. We outline a residential overlay that pairs cleanly with 1031 strategy.
TaxMarch 30, 2026 · 7 min
State Residency: The 2026 Playbook
Texas and Tennessee remain the dominant relocations, with Wyoming quietly compounding. The audit triggers to avoid.
TacticsMarch 18, 2026 · 4 min
The Broker Mandate Letter
A simple one-page document that sharpens search outcomes and shortens time-to-contract by roughly 35%.
Briefs Library
Downloadable market briefs.
Concise PDFs prepared for principals and family offices. Distribute internally; do not publish.
Investor Copilot
Underwrite any listing in seconds.
Cap-rate, IRR, and hold-period sketches for any residence on Carrolander — public or private. Available to advisory clients in Phase 3.
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