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Investment Real Estate

Real estate is one of the most powerful wealth-building tools available, but it comes with legal complexity. Whether you’re purchasing your first rental or managing a multi-property portfolio, we help you make smart decisions and stay protected every step of the way.

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Our Approach

Investing in property isn’t just about numbers—it’s about strategy.

  • We help you structure deals in a way that protects your assets and future profits.
  • We work closely with your financial advisor, agent, and partners.
  • We know how to navigate the legal and tax nuances of 1031 Exchanges, leases, and joint ventures.
  • We focus on long-term value, so your portfolio can grow safely and sustainably.

We tailor our legal support to fit where you are in your investment journey.

What We Do

  1. Form LLCs or partnerships for asset protection and tax efficiency
  2. Draft and negotiate joint venture and co-investment agreements
  3. Review and advise on offers before you commit
  4. Draft leases for single-family or multi-unit properties
  5. Resolve zoning or title issues
  6. Provide legal support for 1031 Exchanges
  7. Help create long-term legal strategies for portfolio growth

For Landlords

We help property owners manage their rentals with confidence through:

Custom Lease Agreement Drafting & Review

Tailored leases that reflect your specific property rules, tenant expectations, and local legal requirements.

Compliance with Local & State Landlord-Tenant Laws

Guidance on evolving ordinances and legal obligations to avoid penalties or lawsuits.

Risk Management & Dispute Prevention

Strategic legal advice that minimizes risk and addresses common pain points before they become costly issues.

Asset Protection Strategies

Structuring your property ownership in a way that protects your personal assets and limits liability.

Connection to Your Broader Estate Plan

We ensure your investment properties are properly accounted for in your estate plan, so your long-term goals—and your family—are protected.