The distance is not the problem. The paperwork is.
Nothing about investing in United States real estate requires you to live here. What it does require is a structure that works for someone who does not: one that survives a tax authority in two countries, a bank that has never heard of you, and a currency you do not earn in. That is the part we do.
Four frictions, and none of them are about the building.
How you hold the asset decides what you pay and what your heirs inherit. An individual, an LLC, a trust and a foreign corporation are four different answers, and the wrong one is expensive to undo.
The United States withholds tax on payments to foreign owners, and on the sale of United States real property by them. It is manageable and entirely predictable. It is also the thing nobody explains before the first distribution arrives smaller than expected.
Moving capital in is rarely the hard part. Proving where it came from, to a compliance officer who has never worked in your country, usually is.
A foreign individual holding United States assets directly can face United States estate tax with an exemption a fraction of the domestic one. Most families discover this at the worst possible moment.
We do not give tax advice. We build the structure around the one you already have.
Your counsel and your accountants know your family. We know how a United States real estate position needs to be held for someone in your situation, and we work to their instructions rather than around them. Where you do not have that advice yet, we will tell you plainly that you need it before capital moves, not after.
We map how the position would be held, what it means for withholding and estate exposure, and what your own advisers need to sign off. In writing, before there is anything to sign.
Entity formation where it is needed, the banking path, the source-of-funds file assembled once and properly rather than five times badly.
A United States tax package prepared by a third-party CPA, statements you can hand to your own accountant, and reporting that assumes the reader is not in this timezone.
Some of this has to be yours.
We are not your tax adviser and we will not pretend to be. We do not open bank accounts on your behalf, we do not sign for you, and we do not take custody of your capital outside the structure of a specific investment. When something falls outside what we do, saying so early is worth more to you than being accommodating.
We would rather answer their questions than yours. Forty minutes, in English or Spanish.
Nothing on this page is tax, legal or investment advice, and it does not account for your particular circumstances. Infinity Capital Asset Management, LLC. FINRA CRD number 330526. All investment involves risk, including possible loss of capital.
