We believe that investment success is driven by a well-conceived and differentiated approach.
Our team's proprietary investment approach optimizes sourcing, behavioral and quantitative analysis.
OPPORTUNITY ZONE INVESTING
Strategic Opportunity Zone investments in high growth sectors and geographies.
The Tax Cuts and Jobs Act of 2017 created QOZs to provide potentially significant tax benefits to investors who re-invest capital gains into long-term investments into communities designated for economic development.
This solution is useful for qualified investors who have substantial capital gains, a desire to realize them in a tax-efficient manner, and a commitment to socially-impactful investments.
Sourcing
Screening
Diligence Assessment
Documentation and Structuring
Asset Management
INSURANCE DEDICATED FUNDS
Insurance Dedicated Funds (“IDFs”) are tax-efficient structures that can allow invested assets to compound tax-deferred; can be permanently income tax free with certain structures.
IDFs are accessed via two methods: a Private Placement Life Insurance (“PPLI”) Account or a Private Placement Variable Annuity (“PPVA”) Account:
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PPLI Accounts can offer investors the ability to eliminate income taxes completely as well as a compelling estate planning tool.
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PPVA Accounts can offer taxable investors tax-deferred growth until distribution, death, or expiration of a contract, at which time all gains are taxed at the ordinary income tax rate.
Proven Execution
Highmore Properties has a fully-integrated sourcing, development, and operations platform to acquire, design, construct, and execute multifamily development projects.
Partnership-Driven Model
Highmore Properties investments are structured to enable seamless JV’s with local partners.
Local Presence
Highmore Properties has a strong presence and key relationships across the US with existing assets in target markets.
Highmore Properties has a proven track record and a fully-integrated development team.
What is a Qualified Opportunity Zone Investment Fund?
The Tax Cuts and Jobs Act of 2017 created QOZs to provide potentially significant tax benefits to investors who re-invest capital gains into long-term investments into communities designated for economic development.
This solution is useful for qualified investors who have substantial capital gains, a desire to realize them in a tax-efficient manner, and a commitment to socially-impactful investments.
COMMERCIAL
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RESIDENTIAL
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PRE-CONSTRUCTION
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SITE MANAGEMENT
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CONSTRUCTION STORIES
Project Spotlight
Year Completed:
2035
Client:
Spark Services Developers
Market:
Commercial
OUR CLIENTS
We Believe Every Client Is a Valuable Long-Term Partner
WHO SHOULD INVEST IN INSURANCE DEDICATED FUNDS?
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Well-suited for qualified investors seeking substantial tax benefits in relation to capital gains, with additionally potential strong gains.
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Entrepreneurs and business owners.
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RIA’s, Accounting or Insurance Professionals seeking to offer such tax optimization and investment solutions to their clients.
WHAT ARE THE BENEFITS OF INVESTING IN INSURANCE DEDICATED FUNDS?
Can borrow against portfolio.
Estate and business planning tool.
Ability for tax sheltering of current income.
Tax-efficient access to diverse investment strategies, particularly real estate.
Potential for tax efficient business exit strategy.
Ability to include alternative investments and illiquid strategies.
