TAX-ADVANTAGED REAL ESTATE

A Valuable Partner

RCX is a value-add partner for wealth managers, multi-family offices and select broker dealers; we provide education and personalized client service in the real estate market. Our tax-advantaged investment options help your practice attract and retain high net worth clients. For individuals who may not have an advisor, RCX employs the same processes for our direct, individual clients.

Client First Mentality

RCX provides a personalized approach to investing via integrated analysis of tax-advantaged alternatives, sponsors, sectors, geographies and real estate capital markets to optimize the wealth manager's decision-making.

Due Diligence / Alternative Investments

Stemming from decades of experience in the institutional marketplace, RCX has developed a rigorous underwriting process of sponsors and investments. In an effort to provide wealth managers with transparency into investment performance, we offer a digitally enabled investment interface coupled with robust reporting for non-custodied product.

Retirement Planning / Income Producing Real Estate

Whether your client's require asset preservation, current income, diversification, value creation or a combination thereof, RCX's solutions help you and your clients construct a real estate portfolio that aligns with each client's unique objectives.

Premier Solutions

RCX Capital Group spends considerable time, resources, and effort to analyze and understand the myriad of tax-efficient real estate strategies to ensure our clients achieve their objectives. We strive to provide proactive, objective advice and product agnostic solutions for each client and transaction.

Delaware Statutory Trusts (DSTs)

Defer capital gains taxes by making a passive investment in a single asset or portfolio of institutional-quality real estate

Custom Solutions for HNW

RCX provides high net worth investors with a customized investment program designed in accordance with the client's specific risk and return preferences

Fee Simple / Direct Ownership

For those that prefer to own and actively manage their real estate holdings, RCX has partnered with Northmarq to provide clients with access to NNN properties and high quality tenants across the country

Qualified Opportunity Zone Funds

After realizing a long-term capital gain on any investment, investors can defer capital gains taxes until 2027 and potentially forego all capital gains taxes on the eventual sale of QOZF investments

UPREITs

Defer capital gains taxes by making a passive investment in a DST that may be acquired by a broadly diversified non-traded REIT

Charitable Giving

For those individuals that prefer to donate the proceeds or cash flow from the sale of a property to a charity of their choice in lieu of paying capital gains tax, RCX has various solutions that can help meet your charitable objectives

Demonstrated Success

"Over the last decade, we have helped our clients defer taxes on over $450M of real estate; an impossible task without the help of RCX"

- RIA Client of RCX

"A prospective client moved nearly $50M of assets to our firm after seeing the solutions and approach made possible through our partnership with RCX."

- Adviser at RIA Client of RCX

"RCX helped me save on a seven-figure tax bill while increasing the value, profitability and diversification of my family's real estate holdings"

- RCX Individual Client

"With the clock ticking on our $33M exchange, RCX helped us source a 1031 eligible investment that met substantially all of our objectives"

- RCX Family Office Client

The testimonials above were freely given, but are not a guarantee of future performance or success, and may not be representative of the experience of other customers.

$19B+

Tax-Advantaged Real Estate Underwritten

$1.2B+

Assets Under Advisement

10.76%

Average Annual Rate of Return on Full Cycle Investments (not Inclusive of Tax Savings)

Net of fees,

as of March 31, 2024

We Look Forward to Helping You

Offerings