Creating Generational Wealth Through Commercial Real Estate

For many investors, owning property is about so much more than income and preparation for retirement. It’s about creating long-lasting wealth that can be passed down for generations. While there are many ways to create generational wealth, investing in commercial real estate continues to be one of the best and most effective means to build a financial legacy.

Here at CXRE, we know you want to build a better life for your family. That’s why we work hard to establish your investments, grow your wealth, and protect the legacy you’ll leave behind.

At CXRE, commercial real estate investing is personal. We know that you are more than your portfolio: you are a parent, grandparent, sibling, and friend who wants to build a better future for the ones you love. We can help you get there. 

Leaving a Legacy: Creating Generational Wealth

You work hard to build a better life for your family. We know you want to build a financial legacy that can be passed down through the generations. 

Investments aren’t just about saving for retirement. For many investors, long-term investing is a way to ensure children, grandchildren, and the generations beyond them can live comfortably. It’s about establishing a financial legacy that can be passed down through the years.

There are many ways to build and grow wealth in today’s financial markets. However, studies show that real estate investing is one of the best ways to create generational wealth and protect that wealth long into the future.

How Real Estate Investing Creates Generational Wealth

If your end goal is to create lasting wealth that spans the generations, you need to think bigger than the stock market. Creating and maintaining wealth across generations is much easier said than done. Research shows that 70% of families squander their wealth by the second generation, and 90% will lose their inherited wealth by the third generation.

While those aren’t great odds, there are some ways you can create a legacy of wealth that lasts far beyond your children and grandchildren. The answer? Real estate investing.

When you invest in real estate, you’re building tangible assets that can be passed down to future generations. Whereas stocks and trust funds can easily be spent on depreciable assets, real estate continues to earn monthly income and grow in value over time. 

Real estate investing is a great way to build wealth, leave tangible assets behind to your next of kin, and pass along income-producing investments that will continue to grow long after you’re gone. 

Investing in Your Family’s Future: Why Your Portfolio Should Include Commercial Real Estate

A well-rounded investment portfolio is important for your financial future. However, if you intend to pass along that wealth to your children or grandchildren, your portfolio should contain real estate investments.

Some of the world’s wealthiest families have amassed their millions through real estate investing. There are several reasons that real estate is a long-lasting, reliable investment for building generational wealth:

Tax Advantages

Real estate offers several tax advantages for property owners, investors, and beneficiaries. For example, owners can claim property depreciation as a tax exemption annually, greatly reducing the overall tax burden. There are also multiple other tax advantages for investors, like using a 1031 Exchange, for example. 

Owning real estate can be a great way to lessen your tax burden, and therefore continue to build even greater wealth to pass on to future generations. 

Income Creation

Real estate is the gift that keeps on giving. Each property represents a way to earn passive income while also building equity. For instance, let’s say you invest in a multifamily complex. You will continue earning monthly income via tenant rents, even while the property gains both value and equity over time. 

When you pass this property along to your heirs, they will also inherit the income-generating business that comes along with it. The same is true for other real estate classes, too: any property that requires rent will provide long-lasting value and generate monthly income for the recipient.

Consistent Returns

Real estate is a reliable investment. Over the decades, real estate has proven to generate consistent returns. There may be dips in the market, but history shows that real estate nearly always offers favorable returns. 

Unlike stocks and bonds, real estate is a tangible asset that can be improved, renovated, or changed to meet changing market needs. You can increase the property’s value by investing in improvements, making it even more lucrative. A tangible asset is ideal for passing along to future generations. 

Easily Transferable

Real estate is one of the easiest assets to transfer to your heirs. Ownership transfers easily to the next of kin, according to your wishes. Unlike other assets, like businesses, stocks, or other commodities, transfer of real estate is an easy and fairly straightforward process.

A Real Estate Investment Firm that Values Your Legacy

Once you’ve decided to build generational wealth through real estate, it can be hard to know where to begin. There are many factors to consider: types of real estate properties, location, property management, and future growth potential. Your future wealth depends on the choices you make here and now.

You have many options when considering a commercial real estate firm. At CXRE, we understand your desire to create a financial legacy for your family. We work hard to find you the best assets for your portfolio, and we work even harder to build those assets and protect your wealth.

The CXRE Difference

Our firm is different. As a smaller firm, we have the ability to focus on each client’s needs individually, tailoring a unique investment strategy. We understand the importance of family and the desire to create long-lasting wealth. Our investment pros will listen to your ideas, present you with all your options, and work with you to create the best strategy to meet your financial goals.

We take a different approach from our competitors. Instead of chasing commissions, we focus on you, the client. Your dreams and goals are important to our team, and we go out of our way to serve you. Our unmatched customer service, deal speed, and experienced staff set us apart.

An Experienced Team Dedicated to Protecting Your Generational Wealth

Don’t trust your financial legacy to just anyone. Our experienced and knowledgeable real estate team is uniquely equipped to help you reach your investment goals. 

Whether you want to identify potential investments, construct an income-building property, or manage an existing asset, we have a dedicated team ready to meet all your commercial real estate needs. 

About Our Firm

We have been helping clients and their families build wealth through real estate for more than two decades. Through it all, we have focused on the belief that our clients deserve the very best. That’s why we created a five-step process to commercial real estate success: 

  • Expedited Communication with clients, tenants, and property owners
  • Flawlessly Reliably Effort on behalf of our clients, ensuring you get the best deals and the most profit
  • Expanding Loyalty Through Responsibility (building trust with our clients over years of dedicated service)
  • Redeploying Profits into even more real estate deals
  • Ultimately seeing Value Overwhelm Cost, building wealth that will last generations

To accomplish our mission, we recruit the most experienced and most talented people in our industry. We seek out and hire professionals with an exceptional drive, self-discipline, a desire for exceptionalism, and incredible creativity. Our team regularly receives professional and personal development training, giving us the tools to serve you even more effectively.

A Commercial Real Estate Firm that Feels Like Family

CXRE is a relatively small firm. Our size allows us to focus on each individual client, prioritizing your family’s goals and needs. We strongly believe in creating generational wealth that provides for your loved ones. That’s why we prioritize relationships, trust, and a culture of exceptional service.

For more than 20 years, our dedicated and knowledgeable staff have provided high-quality, fast-paced commercial real estate services for clients throughout Texas. Our unique combination of client-focused service, deal speed, and exceptionally qualified talent set us apart from the competition.

But for us, it’s about more than just closing deals and generating profits. We care about you, your family, and the legacy you want to leave behind. It’s not just business; it’s personal. We know you have a choice when it comes to your investments. At CXRE, we never take that responsibility for granted. We will work hard for you, treating your family’s financial future as our own. 

Choosing CXRE for Your Commercial Real Estate Planning Needs 

We make it our mission to help you create and protect a financial legacy for your family. Whether you’re new to real estate investing or have an extensive portfolio, you can trust the experts at CXRE to treat you with the utmost respect and care.

Investing in your family’s future is one of the greatest decisions you can make. We understand the importance of this decision, and we don’t take it lightly. 

Let our exceptional team show you the CXRE difference. Let us help you build wealth that will last for generations to come.

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