Be mindful of the wash-sale rule, which may limit your ability to claim a loss if you repurchase a substantially identical security within 30 days.Qualified Opportunity Zones (QOZ): While you mentioned this briefly, it's worth noting that investing in Qualified Opportunity Zones can provide a deferral of capital gains until a later date.It's crucial to consult with a tax professional who can assess your specific financial situation and provide guidance on the most effective strategies to minimize your tax liability, considering both real estate and stock transactions.

When he turns 18, the trust matures and he could either continue to own the property in the trust, or the property can transfer into his name.

i have a duplex on the market in Stafford if you're interested it's nearly identical price point rents 1400 total a month pm me if you're interested I'll send you the details!

Is there some other fully mature way to use real estate to build/preserve wealth?

The house right next door was listed at $160k within the last month, and is almost identical from the outside as the one I'm looking at (though I'm sure that price will drop as well, as the $75k one has been listed almost 8 months now).

The home that I live in i have a mortgage balance of $155k at 4.5% on a 30 yr. fixed No 2nd mtg or other debt attached to property.I purchased at $216k comps in the area (zestimates) are running between $220k and $240k for identical structures.

However, he needs cash and he is willing to take 19k down and seller finance the balance.He also has two additional (and basically identical) properties on the same street that he is willing to offer-up as well under similar terms.Based on this info, is there a deal here?

So, if you buy an identical condo with 50% down, you would now cash flow $400/mo. 

I am going thru the same process now with obtaining a loan and find many banks are not willing to lend to my LLC (even when I suggested a personal guarantee) but will only lend to my name personally... what I found out is once the business matures it will be easier for the LLC.

You have an identical apartment where the tenant pays heat, which averages $100 per month.