Case study

Turning a Taxable Sale Into a Multi-Year Advantage

Company

Private Real Estate Holding Group

Industry

Commercial Real Estate

Challenge

Large property disposition triggering seven-figure gains

Impact

Deferred and reduced over $3.1M in taxes

Real Estate Liquidity Event

A multi-property sale threatened to generate substantial federal and state tax liabilities for a private real estate holding group. While the client wanted liquidity, the sale’s structure risked eroding capital and limiting future reinvestment opportunities.

Trinity stepped in to design a multi-year exit strategy, analyzing asset placement, entity structures, and timing mechanisms. By integrating tax strategy with financial planning, Trinity ensured that the client could achieve liquidity, preserve wealth, and maintain strategic flexibility for long-term growth.

The challenge

The client’s holdings had appreciated significantly, but without a clear exit strategy, depreciation recapture and poor asset placement could have consumed substantial proceeds.

The multi-entity and family ownership structure added layers of complexity, increasing the likelihood of unintended tax consequences.

Concentrated gains without coordinated planning risked immediate taxation and reduced post-sale flexibility. The client needed a strategy that preserved capital, optimized cash flow, and safeguarded future investment optionality.

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Trinity Tax Strategies
The solution

How we moved forward

Trinity engineered a coordinated multi-year strategy using tax deferral tools, asset repositioning, and strategic timing.

Entities and family holdings were analyzed holistically to minimize immediate tax exposure while maximizing reinvestment potential.

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Each transaction step was modeled for operational, financial, and tax impact, ensuring liquidity was achieved without compromising future growth.
By linking operational decisions to long-term wealth objectives, Trinity transformed a potentially costly sale into a structured, tax-efficient transaction that preserved optionality and enhanced post-sale cash flow.

Results

“We didn’t just sell property—we repositioned our entire balance sheet.”

Sarah Martinez

Chief Strategy Officer

$3.1M+
Taxes deferred or eliminated
30%
Improved cash flow post-sale
90%
Reduced future capital gains exposure