Author Profile: Jim Wilson, S.E.C., CCIM, EMS

Biography »

Jim Wilson, S.E.C., CCIM, EMS (Orlando, Florida) is President of Investment & Real Estate Solutions, Inc. in Orlando, Florida, and Real Estate Director and Board Member of the Children's Community Foundation. Has been in the real estate and financing fields for 32 years. His experience includes development and construction of residential, commercial and industrial projects and extensive experience in tax-deferred exchanging and utilization of charitable trusts with real estate investment assets. Jim previously held a Certified Business Counselor's designation and was an instructor for the Institute of Certified Business Counselors and has conducted real estate related training seminars and workshops nationally for over 25 years. Jim is a real estate investor and is currently managing partner in several active real estate development projects.©2009-2011 The S.E.C. Real Estate Observer

Publications »

Proactive Investment Strategies
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Posted in Feature Articles, Winter 2016 on 14 February 2016
Stats: 1,194 views and Comments Off on Proactive Investment Strategies

“Proactive Investment Strategies vs. Passive Investment Strategies for the Advanced Wealth Builder” As I write this, the stock market is gyrating up and down several hundred points from day to day and sometimes during a single day. On the financial programs on TV this week, Wilbur Ross and Warren Buffett both stated during interviews that […]

2015 – What Happens Next?
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Posted in Feature Articles, Winter 2015 on 9 February 2015
Stats: 1,577 views and 2 Comments

The current factual numbers in long-term (30 years to 80 years) macroeconomic trends and cycles show the historic patterns of what is known as the “winter segment” of the overall cycle. This segment of the long-term cycle is where excesses from earlier cycle segments are corrected. I think we are already into the beginning of the “winter segment”.

Editorial Opinion: Educate Principals, their Attorney, CPA, and other Advisors
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Posted in Feature Articles, Spring 2013 on 21 April 2013
Stats: 1,485 views and 1 Comment

During the many years that I have been practicing counseling and the Equity Marketing business model of focusing on ownership BENEFITS of real estate, there has been one major barrier to success. The single greatest barrier to overcome in serving my clients seems to have been the lack of even an introduction to transaction methods other than a “sale” on the part of the client and almost always on the part of their attorney, CPA or other investment advisors.

Formulas are More Important than Ever
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Posted in Formulas and Strategies, Winter 2012 on 9 December 2012
Stats: 1,861 views and Comments Off on Formulas are More Important than Ever

Equity Marketers do not have the kind of tool box that a plumber or carpenter would but we do have a tool box just the same. I contend that some of the most important tools in our Equity Marketing tool box are FORMULAS. Their importance is going to be magnified during the current and immediate future real estate market conditions. In addition to the many formulas to help structure equity transfer transactions, there are formulas to help rent/lease vacant building space and solve financing and cash NEED problems. A few examples are cited below.

Marketing Sessions Provide Unique Benefits
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Posted in Autumn 2005, Formulas and Strategies on 17 September 2005
Stats: 1,393 views and Comments Off on Marketing Sessions Provide Unique Benefits

For 30 years I have been asked the question: “Why in the world should I take several days out of my schedule, spend money, and maybe travel a couple thousand miles to attend a marketing session?” The answer is because a marketing session will create transaction closings that could be achieved by no other marketing […]

Partners with Different Wants and Needs
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Posted in Autumn 2004, Feature Articles on 17 September 2004
Stats: 1,348 views and Comments Off on Partners with Different Wants and Needs

Roger and three partners own a well-maintained 80-unit apartment complex that they developed 17 years ago. The property is free and clear of debt and virtually all of the depreciation deductions have been taken. The after-tax return on the current equity is MUCH lower than acceptable to the partners and Roger is ready to be […]

Giving Can Be Very Profitable
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Posted in Feature Articles, Summer 2004 on 17 July 2004
Stats: 1,334 views and Comments Off on Giving Can Be Very Profitable

Unfortunately, I have seen a great many people instantaneously close their minds and stop listening to anything said when the word “charity” is mentioned. The problem is that a Charitable Remainder Trust (CRT) would be the most ideal strategy for preserving their wealth for a large percentage of these people. When using a CRT strategy, […]

Self-directed CRT’s
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Posted in Feature Articles, Spring 2004 on 16 May 2004
Stats: 1,432 views and Comments Off on Self-directed CRT’s

Why establish a Charitable Remainder Trust There is no pat answer to why people establish their own charitable remainder trust (CRT) or trusts. Reasons vary with each person’s individual situation. Often there is a combination of reasons. The following are the most common reasons that people choose to establish a self-directed charitable remainder trust: ELIMINATE […]

Eliminate the Tax on Sale of Property without Exchanging
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Posted in Feature Articles, Winter 2004 on 16 January 2004
Stats: 1,320 views and Comments Off on Eliminate the Tax on Sale of Property without Exchanging

1031 exchanges are widely known and used almost as a matter of course in commercial and investment real estate transactions to defer capital gains taxes these days. The effective use of the CHARITABLE REMAINDER TRUSTS (CRT), the other method of selling property and ELIMINATING both the capital gains and any estate tax exposure, is just […]