Mission Realty Advisors

This is why long-term real estate strategy matters.
Read below for more 👇

Let’s make it real.

A buyer purchases a property for $800,000.
They hold it long-term.
At the time it passes to heirs, it’s worth $3.7M.

Under current U.S. tax law, that property receives a step-up in basis.
The heirs are treated as if they bought it at today’s value, not the original price.

The result?
The roughly $2.9M gain may never be taxed as capital gains.

That’s why the right question isn’t always “Should I sell?”
It’s “What does holding unlock that selling gives up?”

This is the kind of conversation we have every day at Mission Realty Advisors, helping clients think in decades, not transactions.

If you’re weighing a sale, a hold, or a long-term plan, start with strategy, not urgency.
DM us to talk it through.

Always confirm details with your CPA or estate planner.