ISSUE 31: 2016

In Brief

Ready for Recreational Real Estate?

A ranch can be a rewarding portfolio asset and a source of long-term enjoyment.

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Like many wealthy individuals in their younger years, you may have contemplated one day using your net worth to purchase your own ranch or other recreational property. But now that you have the necessary wealth, you may be unfamiliar with this type of asset. “A lot of clients want to learn more about recreational properties,” says Brian Taylor of U.S. Trust. “They may want the land for recreation, portfolio diversification or to provide for future generations. We can advise based on experience and offer the benefits of financing tailored to their unique situation.”

Legacy property. Some clients see a legacy property as a potential source of funds but are reluctant to part with land that may have been in their family for years. “We can help them access the liquidity in their property, whether it is a ranch, equestrian property or timberland,” Taylor says. “They can use the funds to pursue other financial opportunities while still preserving the land for the future generations.”

A lot of clients want
to learn more about recreational properties.

Flexibility. Whether you are seeking to acquire land or unlock the capital in an existing property, U.S. Trust can offer flexible loan structures and collateral options to match your current cash flow or an expected liquidity event. “We understand the real estate market and can guide clients through the closing process and on to the enjoyment of their property or use of their funds as quickly as possible,” Taylor says.

For more information on recreational real estate, contact your U.S. Trust advisor.

IMPORTANT INFORMATION

Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither U.S. Trust and its representatives nor its advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Always consult with your independent attorney, tax advisor, investment manager and insurance agent for final recommendations and before changing or implementing any financial, tax or estate planning strategy.

OTHER IMPORTANT INFORMATION

Nonfinancial Assets Nonfinancial assets, such as closely held businesses, real estate, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks, including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations and lack of liquidity. Nonfinancial assets are not suitable for all investors.

Credit Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

Like many wealthy individuals in their younger years, you may have contemplated one day using your net worth to purchase your own ranch or other recreational property. But now that you have the necessary wealth, you may be unfamiliar with this type of asset. “A lot of clients want to learn more about recreational properties,” says Brian Taylor of U.S. Trust. “They may want the land for recreation, portfolio diversification or to provide for future generations. We can advise based on experience and offer the benefits of financing tailored to their unique situation.”

Legacy property. Some clients see a legacy property as a potential source of funds but are reluctant to part with land that may have been in their family for years. “We can help them access the liquidity in their property, whether it is a ranch, equestrian property or timberland,” Taylor says. “They can use the funds to pursue other financial opportunities while still preserving the land for the future generations.”

A lot of clients want
to learn more about recreational properties.

Flexibility. Whether you are seeking to acquire land or unlock the capital in an existing property, U.S. Trust can offer flexible loan structures and collateral options to match your current cash flow or an expected liquidity event. “We understand the real estate market and can guide clients through the closing process and on to the enjoyment of their property or use of their funds as quickly as possible,” Taylor says.

For more information on recreational real estate, contact your U.S. Trust advisor.

IMPORTANT INFORMATION

Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither U.S. Trust and its representatives nor its advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Always consult with your independent attorney, tax advisor, investment manager and insurance agent for final recommendations and before changing or implementing any financial, tax or estate planning strategy.

OTHER IMPORTANT INFORMATION

Nonfinancial Assets Nonfinancial assets, such as closely held businesses, real estate, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks, including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations and lack of liquidity. Nonfinancial assets are not suitable for all investors.

Credit Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.