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» Overview
» Investment Real Estate and Commercial Financing Wealth Building Services
  • Property & Portfolio Financial Analysis
  • Advisory & Strategy Development
  • Brokerage - Acquisitions & Dispositions
  • Execution of Complex IRC 1031 Exchanges
  • Execution of Tax Advantaged "Exit Strategies"
  • Buyer's Agent & Advisor for Tenant-In-Common Investments
  • Commercial Financing & Mortgage Brokerage
    » Comprehensive Wealth Building Services
    » Specialty Services
  • Commercial Financing Resource
  • Structured Sales
  • Self-Directed IRA Investment Strategies
  • Carlson Strategic Ventures
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    Buyer's Agent & Advisor for Tenant-In-Common Investments

    An ever-increasing popular choice for real estate investors seeking a replacement property for their IRC Section 1031 Exchange is Tenant-In-Common (TIC) ownership, also known as fractional ownership. Under this co-ownership structure the same benefits (income, capital growth, tax, etc.) are received as with a single owner.

    However, the choices/options, advantages/disadvantages and logistics/mechanisms for investment are numerous and can be complex. This is where Carlson Company fits.

    We will help evaluate and facilitate the following:

    • Determine best TIC source (National Sponsor or Local Facilitator for private "Pooling of Funds")?

    • TIC ownership as Real Estate or as a Security?

    • Sponsor Selection (including track record of performance, master lease specifics, anticipated hold period, liquidity process/viability and fees) and/or Property Due Diligence (including financial projections, physical issues, market conditions, sales comparables, proposed loan program, title examination, etc.)?

    *NOTE: For those investors that prefer regional/local property investment and maximum control/flexibility The Carlson Company identifies, structures, facilitates, represents and will partner with both 1031 and non-1031 investors seeking "pooled fund" investment opportunities.

    See Carlson Strategic Ventures