- Tempe, Arizona, United States +1 more
- On-site
- Full-time
- 10+ years
Serve as a central resource for complex real estate opportunities and decisions arising within Generations client relationships, evaluating holdings, transactions, and coordinating resources to integrate real estate into broader wealth planning.
Locations (2)
- Tempe, Arizona, United States
- St. Louis, Missouri, United States
Responsibilities
- Serve as a central resource for complex real estate opportunities and decisions arising within Generations client relationships.
- Evaluate real estate holdings and transactions in the context of the client's broader wealth, liquidity, investment, tax, estate, and legacy objectives.
- Help advisors identify planning implications and opportunities created by acquisitions, dispositions, refinancing, income-producing properties, and changes in real estate ownership.
- Provide expertise across real estate strategies and resources, including commercial real estate brokerage, investment-property transactions, real estate tax considerations, 1031 exchanges, DSTs, UPREIT/721s, qualified opportunity zones, real estate exit planning, and charitable real estate strategies.