Ricky Novak

Specialties & Capabilities

• Standard Residential Closings

Languages Spoken

English

The Strategic Group is a boutique firm specializing in advanced investment strategies designed to provide significant tax benefits and returns. We work closely with a diverse clientele, including affluent investors, family offices, trusted advisors, corporations, and banks, offering tailored solutions to preserve earnings and achieve long-term investment objectives.

Our expertise spans several key areas. As a 1031 Qualified Intermediary, we consult and serve clients for tax-free exchanges, including complex structures involving partnerships and lease buy-backs. We are specialists in State & Federal Tax Credits, developing, consulting, investing, syndicating, and brokering transferable credits such as film, low-income housing, historic rehabilitation, and renewable energy to mitigate tax liabilities. Our firm also manages assets through Fund Management, structuring and overseeing private real estate funds, DSTs, and private equity funds, including two Opportunity Zone Funds designed to mitigate capital gains taxation.

Furthermore, we provide comprehensive Cost Segregation services. Through precise calculations and on-site analysis, we identify components of your property that can be depreciated faster, unlocking significant tax benefits sooner. Our meticulous process includes full audit documentation and engineering reports, ensuring defensibility and accuracy for IRS reviews. The Strategic Group is built on a platform of tax efficiency and real estate expertise, taking a thorough, holistic approach to help clients navigate complex financial landscapes.