Security for Assets

That depends largely on your investment strategy. In a private portfolio, capital gains can be realized tax-free after ten years. In a company, however, ongoing income and reinvestments can often be structured more tax-efficiently. We will analyze with you which structure makes the most sense in the long term.

A real estate GmbH can be a good option if you plan to develop real estate over the long term or reinvest profits. Due to corporate income tax, profits can often be retained more favorably than in a private portfolio. At the same time, however, this entails additional requirements regarding structure and administration.

The answer to this question depends entirely on your personal goals, particularly whether the transfer is to be made for consideration or without consideration. Real estate can be transferred without consideration either through gifts or by inheritance. Combinations of corporate structures and phased transfers are often sensible solutions. Early planning allows you to make optimal use of tax exemptions.

In the case of inheritances, gifts, or corporate Reorganizations, tax valuation plays a central role. The correct classification— such as using the asset value, income value, or comparative value method—can have a significant impact on the tax burden. We also assist you with the tax valuation of complex real estate structures.

Through commercial real estate trading, properties that are actually classified as private assets are reclassified as commercial assets, i.e., business assets. This should generally be avoided. Undetected commercial real estate trading in particular carries significant tax risks—for example, any write-off claimed on the affected properties must be corrected.