Marilee Hill, principal of M. A. Hill, Brokers, has a twenty-five
year background in commercial real estate and a general
securities (Series 7) license from the National Association
of Securities Dealers. She established M.A. Hill, Brokers
in 1990 and in that year brokered an $11,000,000 1031 exchange
transaction before the Treasury initiated changes
the following year that streamlined the exchange process
and defined the role of the Qualified Intermediary.
Since
1999 Marilee has specialized in TIC 1031 exchanges.
One particularly challenging exchange was bundling 56 residential
properties into three TIC’s. The issues generated
by this exchange encompassed dissecting what were and were
not disregarded entities given a married couple’s
accumulation of property over 30 years, including a 1033
exchange with a 1031, a deferred purchase money note not
included in the exchange, finding replacement property with
sufficient debt to cover the high debt of the relinquished
properties (without selling the note) and ultimately executing
a reverse exchange to meet the last replacement property’s
settlement date. Through this complex exchange the clients
enjoy thousands of dollars of additional annual retirement
income.
M.A. Hill, Brokers’ services include:
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Presenting the 1031 process in an easy to understand format.
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Offering replacement properties and analyzing their differences,
advantages and disadvantages.
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Assisting the Exchanger, given the risk tolerance and
financial requirements, in determining which properties
are most appropriate.
- A
referral network of experts for resolutions to complicated
exchange challenges.
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Devising a successful identification strategy to ensure
completion of the exchange.
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My forte is to
strategize identifications and provide replacement
properties so my clients succeed in deferring all
applicable taxes by completing their 1031 exchanges.
Through understanding my clients’ goals and
concerns I provide them with suitable replacement
properties. Through my assembled team of experts their
exchange problems are resolved. Most of all I care
about my clients and keeping profits in their pockets
and out of Uncle Sam’s.
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M.
A. Hill, Brokers clients have a success rate of 100% for
completing their exchanges. Last year Marilee executed
thirty-six successful 1031 transactions. With her experience
and diligence she will work with you to ensure that you
complete your exchange and obtain the best possible returns
reflective of your risk-comfort
zone.
Our
tax situation was both complex and difficult. A
real professional, truly knowledgeable, was necessary
to guide us throught the maze. We are extremely
pleased that we met, employed and worked with Marilee
Hill. All of our problems were solved, and the results
were way beyond our expectations.
G.
Raymond and Martha Ellen Bodie |
Our
partnership had developed a shopping center in the
mid-80s, and in 2002 it was opportune for us to
sell. But a straight sale would have meant a tax
not only on our gained value, but also on the accrued
depreciation -- and that would have left next to
nothing after taxes. So we knew a 1031 exchange
was for us.
Marilee Hill knows the exchange process in detail.
And she is constantly in touch with firms offering
investment-grade properties specifically structured
for exchanges. We ended up with a diversified portfolio,
as part-owners of four solid, well-managed income
producers: an office park, apartments, a net-leased
office building, and another shopping center. And
the capital gains tax? Indefinitely deferred.
Jay
Silberman |
Note:
The testimonials above may not be representative
of the experience of other clients. Past performance
does not guarantee or indicate the likelihood of
future results.
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Marilee
Hill
Real Estate Broker:
Virginia, Maryland and the District of Columbia.
National
Association of Securities Dealers: Series 7, 24,
65 and 66.
Bachelors
of Arts;
Masters of Library Science
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