Real Estate Financial Planner in Boise, ID

Hawke Financial Group is actively involved in helping their clients with wise money management and retirement strategies involving real estate. Whether you are looking for tax strategies regarding residential property investments or an investment property exchange, we can help you with the best way to manage your real estate investments, including an estate plan for titling and beneficiaries. Call us today at (208) 855-9400!

RE Investments

Buying a rental, an investment property, or a real estate investment trust (REIT) is a popular option for increasing wealth. It diversifies your income, produces quick results, and you can create passive income by having a rental property. A real estate financial advisor who knows your budget and goals can help you determine what kind of real estate or development investments would be best for you. 

There are multiple ways to invest in real estate:

• Rental property investments (buying rental properties)
• Invest in real estate trusts (REITs)
• Buy a vacation rental
• Real estate investment groups
• Real estate limited partnerships (RELP)
• Purchase investment homes
• Fix and flip homes
• Rent out a room in your home
• Be a lender

1031 Exchange

A 1031 exchange allows an owner to defer capital gain taxes when switching one investment property for another. Using this tax strategy allows investors to keep more capital from the sale of the first property to invest in the replacement. Because of the complexity of 1031 exchange transactions in real estate, it is highly recommended that you hire a licensed financial planning advisor to help you through the process.

Regardless of the way you choose to invest in real estate, you want to find a registered, certified financial planner who can help you with investment or rental property tax strategies. If you are a successful real estate investor, Hawke Financial Group is the trustworthy company you are looking for to help with a variety of money and wealth management services. Contact us today via phone at (208) 855-4900 or online or request a quote here. We serve Boise and Meridian, ID, as well as the surrounding areas.