Welcome to the Boston Pads Investment Real Estate microsite!

We have posted a number of resources to help you get educated on tax solutions to help your investment real estate clients.

Contact us about any questions or to discuss an opportunity, we are always here to help!

Thank you!

– The Asset Strategy Team

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(From “Understanding Tax-Deferred Exchanges” Guide Below)

Have clients that are thinking of selling their investment real estate?

YES

I want to learn about 1031’s using a Delaware Statutory Trust (DST).

Have clients that have already sold investment real estate, but didn’t do a 1031 exchange?

YES

Learn about how Opportunity Zone can help your clients/prospects

Understanding Tax-Deferred Exchanges

An Overview

Top 10 DST 1031 Considerations

Investment Real Estate Owners

Investing in the Zone

Qualified Opportunity Zones (QOZs)

Your Guide to Real Estate

Investment Options, Tax-Planning, Exit Strategies

2023 Financial Data

2023 Numbers

2024 Financial Data

*NEW* 2024 Numbers

MoneyLetter Hi-Lites

February 2024 Issue

MoneyLetter Hi-Lites is a free educational guidance resource for all retirement plan participants. It will enhance your experience as you move along your MyWealth Journey. MoneyLetter Hi-Lites is an important component of Asset Strategy’s holistic approach to your overall financial health.

CONTACTS

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA

Managing Director

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst®️ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. He has over 30 years of experience in financial planning, estate planning and investment advice. His focus at the firm includes providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation and investment strategies. Kent is a graduate of St. Anselm College with a BA in Economics.

781-235-4426 Ext 126

kaf@assetstrategy.com

Sean D. Whalen, CFP®️, MSF

Director of Private Wealth
Partner – Senior Consultant

Sean Whalen, CFP®, MSF is the Director of Private Wealth and Senior Consultant at Asset Strategy. He has 20+ years of experience in investment management, risk management, budgeting, financial planning, and capital gain strategies. He formerly worked at Morgan Stanley and Santander Investment Services. He holds a Master of Science in Finance degree from Brandeis University. Contact us to learn more about our team.

781-235-4426 Ext 135

sdw@assetstrategy.com