Real Estate and Tax Planning


Real Estate can provide good long-term investment and tax reduction opportunities. Current market conditions provide a particularly advantageous opportunity to purchase property at low rates. Additionally, one does not have to invest directly in real estate, as products such as REITs can offer a more liquid, less financially constraining method of investing in real estate. In conjunction with our tax and real estate partners, we can help identify properties and real estate investments that can meet your specific requirements.

Whether you want to purchase a mortgage or hoping to refinance your current mortgage, the process can be quite confusing and frustrating at times, with many complicated factors such as credit history, down payment amount, and the different types of loans offered. At Centricity Financial we offer personalized, friendly service through all steps of the mortgage process, and can help you secure loans and mortgages at competitive rates and on favorable terms. In addition, we can help you maximize your tax deductions in order to reap the full benefits of property ownership.

Real Estate and Tax Planning