Case Study A
One of our client Steven engage us to assist him in property ownership and investment. He currently owns a property in Queens in District 3.
After several rounds of in-depth discussion and studying his profile and expectations, we devised a couple of solutions for the owner that caters to his requirements.
One of them is to do an exchange of his current property in order to diversify the locked-in funds into another brand new condo for better capital gains.