No obligation. We'll send the summary, you read it, and you decide whether a conversation is worth twenty minutes. We don't sell your information.
Your basis is fixed and your depreciation is long since expired. Waiting doesn't shrink the exposure — it grows recapture and adds another year of gain to the same problem.
Property passed to your children or inheritors gets reassessed at current market value. What you're handing down isn't just an asset — it's a gigantic increased property tax bill, financial challenges, and a management job they never asked for. Check it out and you will understand why: www.prop19tax.com
Declining values and lease rates. Tenants, insurance premiums, commissions, taxes. Maintenance, the roof, HVAC, parking lot, paint - all that deferred maintenance costs keep adding up. Trapped equity in the millions. All of it continues until you sell...or you're gone!
Two inputs. This is the figure that's been keeping you in the property — see it written down instead of carried around.
Estimated capital gain
$3,350,000
Before depreciation recapture, which typically increases it.
Illustrative combined tax exposure
$837,500 –
$1,239,500
Roughly 25%–37% of the gain, blending federal long-term capital gains, net investment income tax, and California. Your actual rate depends on your return.
What the strategy is designed to do
Offset most or all of that gain in the same tax year you sell — while your proceeds stay liquid and invested.
Illustrative only. This is a rough arithmetic estimate to frame a conversation, not a tax calculation. Cameron Jones is a licensed real estate broker, not a tax advisor or investment advisor. Consult your own CPA.
After the sale your proceeds go into an account in your name at KWM Wealth Management, a registered investment advisor. You own what's in it. Nobody locks up your money, and nobody else decides when you can have it back.
That account is actively managed through the year to produce tax benefits you can apply against the gain from your sale in the same year you sell. You never bought another property, never identified a replacement, and never gave up access to your cash.
There is nothing exotic underneath it. It's an established approach used in wealth management for decades, run by a firm registered with the SEC that acts as your fiduciary, managing your assets in your separate account, a licensed firm under written agreement, on securities you own outright. Not a loophole, not a shelter, not a product you buy into.
What makes it work: The Strategy Execution. Your investment account is sized against your gain and timed to your closing date. Those two variables decide whether this is worth a great deal to you or nothing at all, and neither one can be answered generically. The discovery call is the point of this page.
The strategy doesn't care what you sold. Industrial, Office, Retail, Multifamily, land—it responds to the size of the gain, not the asset class.
A January closing gives the strategy a full twelve months to work against your capital gain and taxes.
The tax strategy and execution is directed by KWM but you're in control of how conservative or fully invested you wish to be with your account.
Targets 50% capital gain reduction on each dollar invested in the first year, per KWM's own modeling, while your sale proceeds stay invested and work for you.
Unlimited withdrawals at any time — up to 30% tax-free in year two and 10% a year after that. No lockup, no seven-year hold, no sponsor deciding when you get liquid.
|
KWM Tax Strategy |
Delaware Statutory Trust |
1031 Exchange |
|
|---|---|---|---|
| Become a passive investor | ✓ | ✓ | ✕ |
| Avoid paying new commissions | ✓ | ✕ | ✕ |
| Offset or reduce capital gain on sale | ✓ | ✕ | ✕ |
| Earn a diversified market return | ✓ | ✕ | ✕ |
| Withdraw your funds at any time | ✓ | ✕ | ✕ |
Sold Real Estate & Starting Portfolio Value, March, 2025
Portfolio value as of September 2026 — growning while the tax bill was being reduced
In accumulated tax-reduction benefit, in year one after the sale - available to offset gains
Figures reported by KWM Wealth Management for one client
account. Past performance does not guarantee future results and no two
situations are alike. Your outcome will differ.
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Twenty minutes on the phone or in person. We ask about the property, how long you've held it, roughly where your basis sits, and then whether this strategy is even relevant or beneficial to your situation.
An introduction to the professionals at KWM who manage and execute the strategy — they review your situation, run your actual numbers, and formulate the strategy.
Then you decide: it works for your situation, or it doesn't, Simple — but worth every minute.
That's the right instinct, and I'd worry about you if you didn't have it. So don't take my word for any of it — first ask me, several of my clients are executing this strategy now with the sale of their commercial/industrial property. Then ask KWM to walk you through their ADV and the actual mechanics before you get comfortable.
For what it's worth, there is nothing new or exotic in the underlying approach. It has been used in wealth management for decades on securities held in your own name, under a written agreement with a registered firm. What's uncommon is running it at the scale a large one-time real estate gain requires and coordinating it around a specific closing date—and that part is specific enough to your numbers that it can't usefully be explained in the abstract. That's why a call and discussion with me and KWM so we can walk you through it and provide the details. Twenty minutes will tell you more than this page ever could.
Most haven't. This isn't a mainstream - it is not a 1031 or DST and is not a widely known alternative yet, and CPAs are—correctly—conservative about things that aren't in the standard playbook. That's exactly why it's worth twenty minutes rather than a dismissal: either your CPA reviews it and confirms it works for your situation, or they don't, and you've lost the same twenty minutes you'd spend evaluating any other option.
Bring them on the call. I'd rather have your CPA in the room from the start than try to reverse-engineer it later.
Because the tax bill is usually the reason the property never sells. When we talk to owners who have held a property for fifteen, twenty, or thirty years, value and price is rarely the obstacles. The obstacle is that there have historically been two options to exit: keep the property and keep collecting, or sell and replace it through a 1031 exchange or a DST to defer the gain. If you're finished being an owner and landlord and you don't want to buy another property, neither path fits, so nothing happens.
This strategy brings the real estate disposition and a tax reduction strategy to the table and provides your third option. That's a real estate conversation as much as it is a tax conversation, which is why both firms are in the room.
Because you're comparing the wrong two numbers. The question isn't "is today's price as good as 2023." It's "what's my after-tax, liquid number today versus my after-tax, liquid number if I hold two more years."
In that second scenario you're carrying inaccessible equity, Prop 19 exposure, another two years of deferred maintenance, and a property that drifts further from higher values and towards lower lease rates — and the gain problem hasn't gone anywhere. There's also this: the larger your gain is relative to today's price, the more this strategy is worth to you. That's a conversation worth having with actual numbers instead of a gut feeling about 2023.
You've owned a real estate asset(s) for years and that is fair, and it's a real trade-off — I'm not going to pretend otherwise. There's a setting with zero stock market exposure, targeting a 3–6% cash yield, and the strategy still functions to offset or eliminate capital gains taxes at that setting. You'd give up equity upside in exchange for not having your proceeds move with the market. That's a legitimate choice and plenty of owners can or do make.
Straight answer: This is a team effort and strategy. I'm the real estate agent. I get paid when a property sells, and I would like the chance to earn that listing. KWM is the investment and tax strategist and they get paid a fee to manage your assets.
My interest in you knowing this exists is simple: the tax bill is the number one reason owners in your position never bring a property to market. I'd rather be the broker who showed you the option than the one who calls six months after somebody else already did.
So here's the whole arrangement. I make the introduction with KWM and provide a Property Valuation Report, both are free. If the strategy works for your situation and you decide to sell, I'd like the opportunity to compete for the listing. I'm good at what I do, representing sellers exclusively, with no conflicts with buyers. Not many brokers offer that...it is worth something. Check out www.warehouseguru.us to find out more about me and my real estate services.
If it doesn't work for you, you keep the report and the real number that comes with it, and we part on good terms.
This strategy is best when we work as a team, Cameron and KWM. I'm good at what I do, have transacted $100's of millions in real estate, and have had the privilege to assist owners like you in the disposition of their highly valued industrial or commercial properties. I only represent sellers exclusively, with no conflicts with buyers; not many brokers offer that. You can check me out at www.warehouseguru.us.
However, the summary is free, the property valuation report is free, and the introduction to KWM should provide some value. If you go through all three and decide to keep the property for another ten years, you'll at least be doing it with full information instead of by default.
Who brings the Real Estate Results
Cameron is a seasoned commercial real estate advisor with over two decades of experience helping property owners, investors, and businesses navigate sales, leasing, and strategic transactions across Southern California.
He has been involved in hundreds of real estate transactions totaling hundreds of millions of dollars in volume. As a real estate advisor he brings a practical, results-driven approach providing sales and leasing services for a broad range of commercial assets, including industrial, office, flex, land, and specialty properties. Clients value his proactive problem-solving, clear communication, and ability to create opportunity in both strong and challenging markets. Cameron is a Senior Vice President with SVN | Vanguard in Irvine, California and holds the SIOR designation.
Who runs the strategy
KWM Wealth Management is an independent, employee-owned firm that does not earn commissions for selling financial products on behalf of any parent financial institution. The firm provides personalized and unbiased financial advice, including tax strategy for reducing capital gains on the sale of real estate. Managing over $1 billion, every recommendation is based solely on helping each client achieve their personal financial and investment goals.
Working with a boutique firm, you have direct access to the people making the investment decisions, where their personal money is always invested alongside yours. Their job is to make it as easy as possible to get your money working for you, by setting up accounts and choosing the investments they would choose for themselves. KWM Wealth Management is headquartered in Newport Beach, CA, and has a history of helping individuals and families achieve their financial goals for 28 years. The firm is a fee-only advisor with a fiduciary duty to put client interests first.
DISCLAIMER:
Cameron Jones is a Califonia licensed real estate agent not a tax or an investment advisor. Tax and investment strategies described on this page are provided by KWM, a registered investment advisor. Nothing here is financial, tax, or legal advice, an offer to sell, or a solicitation to buy any security. Consult your own CPA and financial advisor before making any decision.
KWM Wealth Management may only transact business in states where it is registered or qualifies for an exemption. Any performance information shown is historical or projected per KWM's own disclosures; past performance does not guarantee and is not indicative of future results. Return figures shown are targets, not guarantees. A copy of KWM current ADV Part 2 is available on request.
The estimator on this page is an illustrative arithmetic tool only. It does not account for depreciation recapture, improvements to basis, selling costs, entity structure, installment treatment, or your individual tax circumstances, and should not be relied upon for any tax decision.