About UsThe Strategic Group
The Strategic Group is a boutique firm that focuses primarily on investment strategies that also may provide tax benefits as a source of returns. We work closely with affluent investors, family offices, trusted advisors, corporations, and banks.
A Qualified Opportunity Zone Fund diversified across small and medium-sized downtown districts that are under-performing their market potential, and show room for significant growth potential.
Specialist in transferable Federal and State tax credits such as film, low-income, historic rehabilitation, renewable energy, and mill building credits that can help greatly to offset tax liabilities.
A qualified intermediary specialist in 1031 exchange proceeds, including more difficult structures resulting from partnerships, lease buy-backs, and other complex structures.
Strategic Group Launches Investor Portal.
The Strategic Group is excited to announce the launch of our new investor portal. The portal will show investors previous projects they are a member of, as well as historical tax documents for those projects in an organized layout.
