Real Estate Planning

Changing the industry from a transactional commodity to relational consultants

  • Helping individuals/families build, protect, and transfer wealth.
  • Legacy planning – Avoid the all too common family dispute over real estate.
  •  Strategize to defer or eliminate capital gains taxes.
  • Find safe/comfortable living environments for seniors.
  • Analyze the performance of your investment properties | Would you exchange a lower-performing asset for a higher-performing one?
  • Navigate the trust and probate process.
Connect with Hawaii's Real Estate Planner
real estate planning

5 Strategies for Appreciated Real Estate

     1. Sell – Pro: Liquid Cash | Con: Tax

    2. Hold for Step Up in Cost basis – Pro: No Tax | Con: Tax Planning Inflexibility, Active management, Liquidity Risk, and Estate Planning Challenges

    3.  1031 Exchange – Pro: Deferred Tax | Con: Have to reinvest proceeds from sale, Only for Investment Properties

    4.  Delaware Statutory Trust – Pro: Deferred Tax, No management responsibilities | Con: Concentration Risk, Lack of Control, Lack of liquidity

    5. 721 Exchange – Pro: Can Divide, No Management, Cost Basis First | Con: Can’t do 1031 back into real estate, may be challenging with existing debt 

Predetermine Your Kids Inheritance and Create a Legacy for Loved Ones.

Did you know that 70% of families fight over real estate? It breaks our hearts to see so many families go through this. We believe in creating a plan to prevent family disputes. However, this plan not only has the potential to avoid family disputes but also to avoid/eliminate capital gains taxes, eliminate properties that are a burden, create a legacy for your loved ones, and experience the joy they receive. 

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Should I rent or buy?

The person on the left is someone who is renting while the person on the right is someone who bought. They pay the same monthly payment except the person who bought put 100K down payment. 

After 30 years the person renting has nothing but the person who bought has an asset now worth over 1.6 million dollars. This is the power of compounding and why 90% of all millionaires have done it on the back of real estate. 

 

should i rent or buy
Real Estate investment analysis

Asset Performance Test

 Do you know the performance of your investment properties? Would you like to know if your rental property is under preforming, over performing, or on par? Would that be valuable for your investment strategy? Would you like to test the performance of your rental property? 

  • Discover the cash-on-cash return of your rental properties.
  •  Determine if your investment is underperforming, overperforming, or on par.
  • Understand why your investment is underperforming, overperforming, or on par.
  • Discover what other real estate investment opportunities are out there.
  • Solutions for those who don’t want to be landlords anymore.
  • If you could make more money, would you?
Measure the performance of Your investment properties

Senior Living Options

We believe in safe/comfortable living environments as we age.

Are you curious about where you’ll be living in the future as you get older?

Are you concerned about providing for the care of a loved one?

Are you wondering if you have enough money to pay for your care?

 

How do you know when it’s time to move?

    • Is your home too large, now that the kids are gone?

    • Is your home and or yard too much work to maintain?

    • Does your home have too many steps?

    • Are you tired of cooking and cleaning?

    • Are you living alone and concerned about security?

Options for Senior Living
  • Downsizing to a smaller/House/Townhouse/Condo
  • Move in with family or Have family move in with you
  • Aging in place & bring care in
  • Retirement Communities – have all the food, cleaning and assistance needed
  • Transition to a Care Home

Renovation Work

We have reliable and trusted vendors who meet our strict quality standards. Not only can we introduce you to these professionals, but we also take on the responsibility of overseeing their work for you. Our initial step involves securing a detailed estimate for the proposed scope of work. Should you decide to proceed, we take care of the rest, allowing you to remain stress-free and focused on what matters most to you.

Bathroom Before
real estate renovation

Client Testimonials

Dan, Julie and their entire team did a superb job in helping me sell my Woodrose unit and helping my son buy his first condo unit. They are very well organized, knowledgeable and efficient. We are the point in our lives where we have to seriously consider "aging in place", down sizing or moving to a retirement home so we are looking forward to attending one of their seminars that addresses this topic. And if we need to sell our home in order to accomplish that next phase in our lives, The Ihara Team would be hired to do the job, without hesitation.
5 star review real estate agent
Alan Misaki
We highly recommend the Dan Ihara team for their professionalism, expertise and attention to detail. Dan Ihara and the team guided us through a complex 1031 purchase and assured we were provided the information to make informed decisions. Their support and efforts were truly impressive.
5 star review real estate agent
Cass B
The selling price was a nice bonus, but the main reason we were so pleased is the extremely high level of service from every team member during the entire process. We have had many property sales transactions in the past from other very big and well-known firms, but it seems most things are left entirely up to the agent whereas with the Ihara team each part of the process is passed on to the professional in that particular area. And it makes sense because no one person could ever capably handle all the things that are involved in a real estate transaction. And with the amount of money involved it seems like that is how it should be. For example, in the past an agent would have recommendations for the cleaner, plumber, electrician or other professionals sometimes needed for some work to be done but generally left it up to us to arrange and pay the work. Not with the Ihara team! At one point, while I was about to fly out for a trip during escrow a breaker went out and I was really panicking on trying to figure out how to get it taken care of within the two hours before I was to be at the airport and not come back to a fridge full of rotten food! I finally thought to ask the Ihara team and they said not to worry but they would have their electrician check it out. They did take care of it and the price was even cheaper than if I had to find an electrician myself! We even needed tenting for termites and they arranged all that as well and were very price conscious as well rather than just hiring whoever at whatever price because it fit the schedule.
5 star review real estate agent
Jorma Winkler
This was our first experience in selling a home and the Ihara Team were professional, supportive and excellent communicators. From the beginning they were focused on our goals and how they could assist us achieving our ideal outcome. They took us by the hand and assisted us with each step of the process with strong guidance and interest. The network of resources utilized by the Ihara team is top notch. It was effortless in tackling all the logistical details. We could not have asked for a better experience in selling my childhood home and would highly recommend the Ihara Team to anyone wanting to buy or sell a home!
5 star review real estate agent
Julia Joyce
I've been using the the Ihara Team ever since we moved back home to Hawaii over a decade ago. They really do have a team that looks out for us whether you're buying or selling. Thanks very much for the time Ryan puts into each client going above and beyond to explain and go through the process of buying a home. The team is very responsive to questions and listen to you as a family member who's making some very big financial decisions. I highly recommend using them if you want quality customer care from a team that represents your best needs. Thanks again! For example, in the past an agent would have recommendations for the cleaner, plumber, electrician or other professionals sometimes needed for some work to be done but generally left it up to us to arrange and pay the work. Not with the Ihara team! At one point, while I was about to fly out for a trip during escrow a breaker went out and I was really panicking on trying to figure out how to get it taken care of within the two hours before I was to be at the airport and not come back to a fridge full of rotten food! I finally thought to ask the Ihara team and they said not to worry but they would have their electrician check it out. They did take care of it and the price was even cheaper than if I had to find an electrician myself! We even needed tenting for termites and they arranged all that as well and were very price conscious as well rather than just hiring whoever at whatever price because it fit the schedule.
5 star review real estate agent
Paul Shibuya
We are first time home sellers, and both of us were more than a 'little(!)' overwhelmed by all that is entailed in the selling process. The Ihara Team, a melded team of professionals guided and directed by Dan, proved to be a reliable, supportive, compassionate, knowledgeable and effective force throughout the process of selling our 'forever' home. No matter what the issue was, they were there, on it, and found a way to resolve it with minimum stress to us. All of the members of The Ihara Team (with special shout outs to Mike and Shane) were invariably sensitive to our needs at all times, never tried to pressure us in any way, and made us truly feel that they were in our corner every step of the way. They worked around (or incorporated) any previous personal commitments we had made along the way, making the entire process from committing to sell, through getting the house ready to show, to the close of the escrow appear to be one smooth and seamless process. Do we highly recommend The Ihara Team for your real estate needs? YOU BET! The Ihara Team is a force of its own. You won't go wrong with them!
5 star review real estate agent
Annabelle Miller
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