Physician's Real Estate Portfolio Optimization

This case study demonstrates how our partner network approach brought specialist Keith Conway and his team at The Fortez Group together with an advisor and his client to help solve complex financial situations that the advisor couldn’t address alone. By collaborating on wealth management, we delivered comprehensive solutions that addressed both immediate concerns and long-term goals.

Our partner specialist collaborated to develop a comprehensive solution:

1. Sale-Leaseback Structure: For the medical office building where her practice operated.

• Structured favorable sale price while maintaining practice location.

2. 1031 Exchange Implementation: For smaller properties in portfolio.

• Deferred capital gains taxes
• Reinvested proceeds into larger commercial asset with better passive income

3. Professional Property Management: Vetted and secured local property management firm

• Eliminated day-to-day landlord responsibilities.
• Maintained ownership and income stream.

4. Advanced Insurance Strategy: Coordinated with insurance specialist

• Funded cash-value life insurance policy.
• Created asset protection.
• Protected estate from future tax liabilities.

• Approximately $300,000 in deferred taxes from capital gains and depreciation recapture.
• Eliminated property management responsibilities while maintaining ownership.
• Optimized portfolio for better income production.
• Insurance solution providing:
  • Additional retirement income stream regardless of real estate performance.
  • Asset protection for family.
  • Reduced future estate tax exposure.

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Daniel Knelson is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

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Content should not be viewed as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. Fusion Investment Advisors is not engaged in the practice of law or accounting.