FINE Naples Magazine | April 2021

FINE ®

NAPLES

COVER PRESENTED BY

Bonita Bay more on page 40

Garren Everett Grup PA

John R. Wood Properties

239.289.8619

www.HomesInBonitaBayFL.com

SOLD PARK SHORE 3770 CRAYTON ROAD

792 BROAD AVENUE SOUTH, NAPLES, FL 34102

PENDING

SOLD

OLDE NAPLES 370 11TH AVE S

SOLD

PORT ROYAL 1230 GALLEON DRIVE

OLDE NAPLES 466 4TH AVE N

ROBYN PFISTER GRIFFIN & ROBERT FORBIS GRIFFINFORBIS.COM

239.777.7866

ES PL A DN OL

738 S. GOLF DRVIE PRICED AT $3,995,000 ITY S C nt E D o LA terfr G ER Wa EV

305 N. STORTER AVE. # 29 PRICED AT $299,000

524 SUGAR PINE LANE # 524 PRICED AT $329,000 D AN L S I CO R MA

NOBODY KNOWS NAPLES LIKE WE DO NOBODY KNOWS NAPLES LIKE WE DO

WE LOVE REAL ESTATE!

More than 30 years of committed real estate experience proves that not only do WE LOVE REAL ESTATE! we know how to buy and sell property in Naples, Florida, but we are passionate

More than 30 years of committed real estate experience proves that not only do

about what we do! Whatever your lifestyle needs include, we would love to make

we know how to buy and sell property in Naples, Florida, but we are passionate

your property pursuits an extraordinary experience.

2007 SHEFFIELD AVENUE NOBODY KNOWS NAPLES LIKE WE DOlifestyle about what we do! Whatever your needs include, we would love to make Visitproperty our website at an weknownaplesrealestate.com.

PRICED AT $599,900 your pursuits extraordinary experience.

Visit our website at weknownaplesrealestate.com.

WE LOVE REAL ESTATE!

MARTY and DEBBI McDERMOTT than 30 years committed real estate experience proves that not only do cMore 239.564.4231 •DEBBI d of 239.403.4519 MARTY and McDERMOTT

we know how to•buy and sell property in Naples, Florida, but we are passionate cmarty.mcdermott@sothebysrealty.com 239.564.4231 d 239.403.4519 about what we do! Whatever your lifestyle needs include, we would love to make debbi.mcdermott@sothebysrealty.com marty.mcdermott@sothebysrealty.com your property pursuits an extraordinary debbi.mcdermott@sothebysrealty.com Broad Avenue Office • 390 Broad Avenue South • experience.

Naples, Florida 34102 Broad Avenue Office • 390 Broad Avenue South • Naples, Florida 34102

Visit website at the weknownaplesrealestate.com.

Sotheby’sour International Realty® and Sotheby’s International Realty logo are registered service marks used with permission. Each office is independently owned and operated. Equal Housing Opportunity. Property information herein is derived from various sources including, but

Sotheby’s Realty® and Sotheby’s International Realty logo are registered service marks used with permission. officeand is neither not limitedInternational to, county records andthe multiple listing services, and may include approximations.

All information is deemedEach accurate independently ownedthat and Premier operated.Sotheby’s Equal Housing Opportunity.

Property information hereinthe is derived from various sources suggests nor infers International Realty participated as either listing or cooperating agentincluding, or brokerbut in the sale or not limited of to,the county recordsdepicted. and multiple listing services, and may include approximations. All information is deemed accurate and neither purchase properties suggests nor infers that Premier Sotheby’s International Realty participated as either the listing or cooperating agent or broker in the sale or purchase of the properties depicted.

MARTY and DEBBI McDERMOTT

THE NAPLES CAY EXPERTS

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PORT ROYAL 1230 GALLEON DRIVE

Naples Cay is located on 33 acres of natural preserves with over 850 feet of white sandy beaches on the Gulf of Mexico. This luxury beachfront community is unlike any other.

Function & Storage with Style!

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Nestled between Park Shore and Pelican Bay, Naples Cay is a hidden gem that offers a unique level of privacy and tranquility, yet is within walking distance to the fine dining, shopping and entertainment of Venetian Village, Waterside Shops, and Artis-Naples.

APRIL HOOVER

JIM McGINN

REALTOR®, SRS, e-Pro, CNE, SFR

REALTOR®, MBA

239.564.1900

239.248.7885

239.248.5389

w w w.T h e N a p l e s C a y E x p e r t s . c o m

PFISTER GRIFFIN ROBERT FORBIS

FFINFORBIS.COM

T MARINEMAX NAPLES

18 years with MarineMax

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inemax.com

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FINE featured

w

7503

8 year Chairman’s Circle

w

ples, Florida 34102

ne

39.777.7866

IN NAPLES CAY ~ 2020-2017

m

H AND COME ON BOARD

jmcginn@johnrwood.com

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ahoover@johnrwood.com

37

psims@johnrwood.com

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PAULA SIMS BROKER/ASSOCIATE

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The entire Naples Cay community consists of only six buildings and totals 296 units. Condos range in size from 1,305 SF to 11,698 SF, with pricing from $1 Million to over $14 Million.

Artistry. Transparency. Sincerity.

vative design, impeccable craftsmanship and flawless service. Our installations reflect your dreams GRUP COASTAL LIVING ................................................................................................ cing your home. We will maximize the storage of your closets, home office, wall units, pantry, and that requires storage solutions. Our team works from Port Charlotte to Marco Island.

FC; 39-41

FINE SPORTING AND AUTOS ................................................................................. 18-19; 24; 42

M HOMES I REMODELING I INTERIOR DESIGN I COMMERCIAL DEVELOPMENT MANAGEMENT & LEASINGCORNER .....................................................................

FINEI LEGAL/FINANCIAL

26; 24; 46; 54-55

FINE DINING AND FOODS ............................................................................................. 22-23; 52 11/15/20 3:33 PM

FINE HOME AND DESIGN .............................................................................................. 36-37; 62 FINE FEATURED ARTICLE - RICHLIN INTERNATIONAL ....................................................... 30-33

al Design Consultation! 239.303.5829 www.allaboutclosets.com

BARRY DENICOLA REALTY............................................................................................. BC; 8-11

Brian Ritz, 239.272.5129, brian@finemagazine.com PRESIDENT/SALES/EDITOR

Michael Cooper, 239.227.9339, residence249@gmail.com SALES & PLACEMENT

Christopher LaFollette & Ryan Rader, ryan@fineportfolio.com DESIGN

SPACE RESERVATIONS BY APRIL 25TH FOR THE MAY ISSUE

SIMS | HOOVER | McGINN THE NAPLES CAY EXPERTS

Naples Cay is located on 33 acres of natural preserves with over 850 feet of white sandy beaches on the Gulf of Mexico. This luxury beachfront community is unlike any other.

Nestled between Park Shore and Pelican Bay, Naples Cay is a hidden gem that offers a unique level of privacy and tranquility, yet is within walking distance to the fine dining, shopping and entertainment of Venetian Village, Waterside Shops, and Artis-Naples.

The entire Naples Cay community consists of only six buildings and totals 296 units. Condos range in size from 1,305 SF to 11,698 SF, with pricing from $1 Million to over $14 Million.

PAULA SIMS

APRIL HOOVER

JIM McGINN

BROKER/ASSOCIATE

REALTOR®, SRS, e-Pro, CNE, SFR

REALTOR®, MBA

239.564.1900

239.248.7885

239.248.5389

psims@johnrwood.com

ahoover@johnrwood.com

w w w.T h e N a p l e s C a y E x p e r t s . c o m

jmcginn@johnrwood.com

SIMS | HOOVER | McGINN THE NAPLES CAY EXPERTS S E A H O U S E # 1 ~ 1 0 0 S E A G AT E D R I V E DIRECT BEACHFRONT ~ $3,695,000

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D L O

DIRECT BEACHFRONT CONDO IN RARELY AVAILABLE SEA HOUSE! Only 6 residences in building, each residence occupying an entire floor. This 3 BR/3.5 BA condo is 3,340 SF under air, offers a Lanai that spans the entire width of the building, unobstructed Gulf views and sunsets, a private entrance with a spiral staircase, and an enclosed a/c garage for 2 cars and extra storage space.

INVENTORY IS VERY LOW & WE HAVE BUYERS ~ CALL US TO SELL YOUR PROPERTY OVER $70 MILLION IN SALES IN NAPLES CAY ~ 2020-2017

~ THE NAPLES CAY EXPERTS SINCE 1989 ~ OVER $550 MILLION IN NAPLES CAY SALES w w w.T h e N a p l e s C a y E x p e r t s . c o m

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PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

E XTREMELY RARE SETTING ON B AREFOOT B EACH .

W ESTERN EXPOSURE WIDE BAYFRONT GARDENS HOME

WITH BAY VIEWS WRAPPING AROUND THE ENTIRE REAR .

7,724

AC SQFT

- 5

BED LAYOUT

-

CUSTOM DESIGN .

239.947.6111

WWW.BARRYDENICOLA.COM

B D R

PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

239.947.6111

WWW.BARRYDENICOLA.COM

B D R

PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

R ARELY

AVAILABLE PENTHOUSE UNIT LOCATED IN THE

BRIDGEWATER .W IDE BAY AND GULF VIEWS OVERLOOKING HICKORY BAY AND BAREFOOT BEACH .

RECENT RENOVATIONS .

3

BED .

F ANTASTIC

DOCK AND INCRED-

IBLE RARE TWO PRIVATE GARAGES AVAILABLE FOR PURCHASE .

$1,495,000

239.947.6111

WWW.BARRYDENICOLA.COM

B D R

PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

239.947.6111

WWW.BARRYDENICOLA.COM 11

www.DWAnaples.com N DI

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Cortile | $3,500,000 | 5 Bed+Den | 5.5 Baths | 4,550 SF One of a Kind | Beautiful Golf Course View | 3-Car Garage

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Savona | $2,550,000 | 3 Bed+Den | 3.5 Baths | 4,155 SF Beautiful Views Front & Back | .57 Acres | 3-Car Garage

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Cortile | $2,300,000 | 4 Bed+Den | 4 Baths | 4,340 SF 2-Story Villa | Outdoor Kitchen | Preserve View | 3-Car Garage

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Il Corsini | $4,595,000 | 5 Bed+Den | 5.5 Baths | 7,857 SF Golf Course View | 1.34 Acres | Guest Cabana | 5-Car Garage

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Bellezza | $2,290,000 | 5 Bedrooms+Den | 5.5 Baths | 4,043 SF Lake & Preserve View | Outdoor Kitchen | 2 BR Guest House

Celebrita | $1,850,000 | 3 Bed+Den | 3.5 Baths | 3,634 SF Upgraded Interior | .44 Acres | Refinished Waterfall Pool | 3-Car Garage

VISIT WWW.DWANAPLES.COM FOR CURRENTLY AVAILABLE LISTINGS!

David William Auston, PA

A m e r i v e s t

R e a l t y

|

N a p l e s ,

F L

239.280.5433 | DAVID@DWANAPL ES.COM N a p l e s L u x u ry G o l f & W at e r f r o n t R e a l E stat e S p e c i a l i st

www.MediterraFlorida.com

SAVONA AT MEDITERRA 1 5 8 1 0

S AVO N A

WAY

IMMEDIATE FULL GOLF MEMBERSHIP AVAILABLE

15810 Savona Way | $6,995,000 | 4 Bedrooms + Office | 5 Full + 1 Half Baths | 6,409 Liv SF | 9,581 Tot SF | Completely Remodeled | Professionally & Elegantly Decorated | New Furnishings | New Roof | Unique Lot with over 350' Lake Frontage and Panoramic Golf Course Views | 4 Car Garage

Call me today for a private tour of these homes or any other luxury properties in the Naples area!

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Christopher Braun • 239.572.2200

PARK SHORE | PROVENCE PENTHOUSE 6 5 BEDS | 5.5 BATHS | 3 CAR GARAGE PARKING | 10’ CEILINGS | CABANA | 40‘ BOAT DOCK $12,495,000 FULLY FURNISHED

Recognized as the #1 Luxury Brokerage

by Leading Real Estate Companies of the World

chris@allnaples.com • allnaples.com SOLD

PORT ROYAL 4 BEDS | 4.5 BATHS | 3-CAR GARAGE | 12’ CEILINGS $5,950,000 FURNISHINGS NEGOTIABLE

SOLD

ESPLANADE GOLF & COUNTRY CLUB 3 BEDS + DEN | 3.5 BATHS | 2 CAR GARAGE $969,000 PENDING

PENDING

VANDERBILT BEACH | WATERMARK

VINEYARDS

2 BEDS + DEN | 2 BATHS | 3RD FLOOR SW CORNER $895,000

4 BEDS + DEN | 3.5 BATHS | 3 CAR GARAGE $795,000

BEST OF NAPLES MULTI-YEAR WINNER

Naples Daily News

Expert Naples Real Estate services for buyers and sellers for over 36 years.

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Olde Naples - 663 14th Avenue S. $5,990,000

Pine Ridge - 145 Ridge Drive $3,995,000

Quail Creek - 12933 Coco Plum Lane $1,995,000

Grey Oaks - 2311 Tradition Way #201 $1,025,000

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Park Shore - 4031 Gulf Shore Blvd N #6A $2,299,000

Royal Harbor - 2089 Kingfish Road $2,095,000

LUXURY REAL ESTATE STARTS HERE.

Contact me today to schedule your complimentary consulatation. jd@premiersir.com // 239.404.3070 DelaneyNaples.com

Sotheby’s International Realty® and the Sotheby’s International Realty logo are registered service marks used with permission. Each office is independently owned and operated. Equal Housing Opportunity.

Property information herein is derived from various sources including, but not limited to, county records and multiple listing services, and may include approximations. All information is deemed accurate.

Lemuria - 7132 Lemuria Circle #8-804 $689,000 NG

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Villa Ensenada - 1150 CLAM CT #5 $1,195,000 LD

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P O W E R E D BY

Boosted by Rolls-Royce’s Azipull Carbon Propulsion System, The Benetti Fast 125’ is a 38m Four-Deck Superyacht Boasting Speed, Agility and Efficiency. New Hull Features Offer Reduced Noise and Vibration Like Never Before. Contact David Michie Today to Schedule a Private Tour of Our New 2022 Arrival in July 2021.

TAKE A BREATH AND COME ON BOARD

CONTACT DAVID MICHIE AT MARINEMAX NAPLES 1146 6th Avenue South | Naples, Florida 34102

239.872.7503 david.michie@marinemax.com

8 year Chairman’s Circle 18 years with MarineMax

19

FORT MYERS

• Updated 4 BR, 4.5 BA + 2 Offices/Dens • 4 CG, New Dock/Lift, Pool/Spa & Roof • Beautiful Sunsets Overlooking River • New Outdoor Kitchen & Pool Cage $3,799,000

MLS# 221009099 Tina Tusack 239.634.3810

CAPTIVA ISLAND

• 2 BR, 2 BA on Redfish Pass & Gulf • Stunning Waterfront Views • Great Rental Income Potential • Prime Location in South Seas Resort

$1,429,000 MLS# 219013772 Vicki Panico & Fred Newman 239.980.0088

NAPLES

• Golf Course & Lake View • Near Private Beach Club & Restaurants • Waterside Shops Close By • Large Lanai Space

$949,000 MLS# 221016644 Kimberly Alvord 239.919.2742

Sales & Rentals 239.449.9912 RoyalShellRealEstate.com

Offices in Florida and North Carolina

OCALA

• 3 BR, 2 BA, Flowing Open Floor Plan • Newer Roof & A/C, Fresh Paint & More • Overlooks Acres of Beautiful Farmland • Fireplace, Enclosed Patio

$509,900 MLS# 617475 Ashley Di Bartolomeo 352.299.0600

BOKEELIA

• 35+ Acre Working Farm • 5 BR, 5 BA - 2 Homes + Duplex • Private & Direct Boating Access • Equestrian Delight, Pool w/Fence $3,395,000

MLS# 220035793 Tracy Walters 239.994.7975

SANIBEL ISLAND

• Surf & Sunsets, Fully Furnished • Direct Beachfront, Awesome Rental Income • 2 BR, 2 BA, Wraparound Porch • Lovely Gulf Views

$1,335,000 MLS# 221007716 Sally Davies 239.691.3319

CAPE CORAL

• Direct Sailboat Access, 3 BR, 3 BA • 2,300+ S.F., Formal Living & Dining Rooms • Open Kitchen w/Wood Cabinets & Granite • 90 Degree Sliders Open to Lanai/Pool Area

$899,900 MLS# 221022710 Jim Peterson 239.470.2353

NAPLES

• Best Little Circle in Lely • Tranquil Outdoor Living • Large Pool & Spa • Great Flow for Entertaining

$495,000 MLS# 221023014 Mary Ellen Bonelli 239.776.8737

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FORT MYERS

• 5 BR, 4.2 BA, 6,200+ S.F., Deep Water Access • Enhanced Interior Design by Dwayne Bergman • Open Concept, Custom Kitchen • Pool Courtyard, Outdoor Fireplace, Dock $3,175,000

MLS# 221014991 McMurray & Members 239.850.7888

BONITA SPRINGS

• Custom Floor Plan, 3,543 S.F., 3 BR, 3.5 BA • Outdoor Kitchen, Bar, Pool & Jacuzzi • Custom Stone Floors in Living Areas • Gourmet Cooks’ Dream - 5 Burner Gas Stove

$1,200,000 MLS# 221022025 Larry Bell 239.919.4404

NAPLES

• Escape to Your Luxurious Florida Home • 3 Bedrooms, 3 Baths + Den • Loads of Upgrades • Amenity Rich Community

$830,000 MLS# 221023172 Joe Epifanio, Epifanio Team 239.825.6161

ESTERO

• Waterfront, 3 BR, 2 BA + Den, 2 CG • Heated Lap Pool, Spacious Backyard • Maintenance Free Gated Community • One Owner Home!

$484,900 MLS# 221024479 Jamie Lienhardt 239.565.4268

CAPTIVA ISLAND

• “Into the Mystic” - Great Location • 4 BR, 4 BA, New Contemporary-Beach • Fully Furnished, Pool, Elevator • Great Rental/Family Use, Walk to Beach $2,550,000

MLS# 221003093 Trevor Nette 239.281.4435

NAPLES

• Location, Location! 2 BR, 2.5 BA + Den • Totally Remodeled, Turnkey Furnished • You Won’t be Disappointed!

• Downtown Naples

$1,189,000 MLS# 221019100 Ralph Galietti 239.826.5897

FORT MYERS

• 4 BR, 3 BA Estate Home • Pool & Spa • Preserve Views • Over 3,100 S.F.

$750,000 MLS# 221002505 Troy De Mond 239.822.0332

CAPE CORAL

• Gorgeous 4 BR, 3.5 BA + Den, 3 CG • Multi-Generational Suite • Volume & Tray Ceilings • Small Gated Community, Low Fees

$449,000 MLS# 221019114 Valarie Tillman 239.218.2730

BONITA SPRINGS

• 3 BR, 3.5 BA + Den, 4,200+ S.F. • 3 Lanais, Outdoor Kitchen w/Gas Grill • Gourmet Kitchen, En-Suite Guest Rooms • Floor to Ceiling Windows & Marble Floors $1,850,000

MLS# 221022234 Sue Ellen Mathers & Ashley Wells 239.405.4503

SANIBEL ISLAND

• 2 BR, 2 BA, Sensational Gulf Views • Serene Tropical Décor • Light & Bright Corner Unit • Weekly Rentals

$1,125,000 MLS# 221023097 Cindy Sitton 239.810.4772

SANIBEL ISLAND

• 2 Bedrooms, 2 Bathrooms • Direct Bayfront, Deeded Beach Access • Boat Docks Available • 2 Pools, Tennis, Fishing Pier

$699,000 MLS# 221024512 Shane Spring 239.229.3242

FORT MYERS BEACH

• Tropical Beach Style, Turnkey 3 BR, 2 BA • 4th Floor End Unit • Overlooks Community Pool & Canal • Large Extra Storage Space

$429,000 MLS# 221024433 Tammy Workman 239.645.0750

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F I N E Dining Guide

SEASONS 52

CAPITAL GRILLE

Cuisine: Steakhouse Location: 9005 Mercato Drive, Naples, FL 34108 Contact: 239.254.0640 — www.thecapitalgrille.com

Cuisine: Seasonally Inspired Location: 8930 Tamiami Trail N., Naples, FL 34108 Contact: 239.594.8852 — www.seasons52.com

COTE D’AZUR

BLEU PROVENCE

Cuisine: French Location:11224 Tamiami Trail N., Naples, FL 34110 Contact: 239.597.8867 — www.cotedazurrestaurant.com

Cuisine: French Location: 1234 8th Street South, Naples, FL 34102 Contact: 239.261.8239 — www.bleuprovencenaples.com

RIDGWAY BAR & GRILL

SEA SALT

Cuisine: American Location: 254 13th Ave South, Naples FL 34102 Contact: 239.262.5500 — www.ridgwaybarandgrill.com

Cuisine: Seafood Location: 1186 3rd St, Naples, FL 34102 Contact: 239.434.7258 — www.seasaltnaples.com

Scan your code for menu Capital Grille FINE MAGAZINE

Seasons 52

Cote d’azur

Bleu Provence

Ridgway Bar & Grill

Sea Salt

F I N E Dining Guide

COSMOS CAFE & PIZZERIA

THE CONTINENTAL

Cuisine: Italian Location: Naples Pier, Naples, FL 34102 Contact: 239) 272-8375 — www.cosmospizzanaples.com

Cuisine: Steakhouse + gastro pub + craft bar Location: 1205 Third St. S., Naples, FL 34102 Contact: 239.659.0007 — www.damicoscontinental.com

CAMPIELLO

TRULUCK’S

Cuisine: Italian Location: 1177 3rd St. S., Naples, FL 34102 Contact: 239.435.1166 — www.campiello.damico.com

Cuisine: Seafood Location: 698 4th Avenue S., Naples, FL 34102 Contact: 239.530.3131 — www.trulucks.com

TOMMY BAHAMA

BALEEN (LA PLAYA RESORT)

Cuisine: Tropical Fare Location: 1220 3rd Street S., Naples, FL 34102 Contact: 239.643.6889 — www.tommybahama.com

Roy’s

The Continental

Campiello

Truluck’s

Cuisine: Seafood Location: 9891 Gulf Shore Drive, Naples, FL 34108 Contact: 239.598.5707 — www.laplayaresort.com

Tommy Bahama

Baleen

W W W. F I N E M A G A Z I N E . C O M

2021 PORSCHE

TAYCAN TURBO S Body Style: 4D Sedan Model Code: Y1AFH1 Drive Type: AWD Transmission: 2-Speed Automatic Ext. Color: Red

MPG: 67 City / 68 Hwy Mileage: 0 VIN #: WP0AC2Y11MSA62248 Stock #: MSA62248

MSRP: $211,270

Taycan Turbo S Porsche Naples is excited to present the all new red 2021 Taycan Turbo S! The Taycan is the first all Electric production car from Porsche and the Turbo S boasts 750 hp thanks to its unique 800 volt dual motor drivetrain propelling the car to 60mph in a blistering 2.6 seconds. With seating for 4 and 2 trunks this is truly a practical supercar.

Porsche Naples

www.porschenaples.com 3147 Davis Blvd Naples, FL 34104 239.280.5100

Bek Osborne

Porsche Brand Ambassador Phone: 239.280.5116 Fax: 239.236.1286 Email: bosborne@porschenaples.com

THE COASTAL COLLECTION PENDING

JON PETER VOLLMER, PA

239.250.9414

NAPLES | $259,000 1335 MARIPOSA CIRCLE #4-102

NAPLES | $729,000 5577 HAMMOCK ISLES DRIVE

PENDING

VANDERBILT BEACH | $724,000 11030 GULF SHORE DRIVE #201

PENDING

POSITANO PLACE | $254,000 12950 POSITANO CIRCLE #107

VANDERBILT BEACH | $620,000 21 BLUEBILL AVENUE #B-302

JON PETER VOLLMER, PA Broker Associate 239.250.9414 Jon.Vollmer@PremierSIR.com Sotheby’s International Realty® and the Sotheby’s International Realty logo are registered service marks used with permission. Each office is independently owned and operated. Equal Housing Opportunity.

Property information herein is derived from various sources including, but not limited to, county records and multiple listing services, and may include approximations. All information is deemed accurate.

Transferring wealth & wisdom from generation to generation

Edward E. Wollman, JD, LL.M W O L L M A N , G E H R K E & A S S O C I A T E S , P. A .

What Makes a GREAT ESTATE PLAN? In a nutshell, the key elements that hold an effective estate plan together are teamwork, collaboration, and communication.

With that in mind, you are only as strong as your weakest link. Estate planning is an interactive process with mutual accountability. The most successful clients take an active role, delegate control, show a desire to understand and self-educate.

OUR ESTATE PLANNING MODULES: Our firm has designed a Seven Module Estate Planning Process that begins with financial planning and ends with charitable giving. As shown in the graphic below, each module is simply a piece of the estate planning puzzle, and each component complements the others

We will also discuss the importance of measuring your team’s performance and making adjustments as needed. What are the best benchmarks and metrics to review and evaluate your team to make the appropriate shifts throughout the planning process?

3. Risk Management Often clients ask what the differences are between things like risk management, asset preservation, or estate & financial planning. The industries can do a better job explaining these differences, however, it is important to also note the commonalities between each area of expertise.

We will break down the different elements each team member may be responsible for, as well as the products and services that each offers.

4. Core documents and essential components to a comprehensive plan While estate planning can be complicated and even cumbersome at times, there are a small number of items that make up the backbone or the core of your plan. These are your six primary estate planning documents that spell out your wishes for the future and establish clear instructions for the others that will potentially be involved in decision making on your behalf.

In addition to the core documents, we will discuss ancillary matters including but not limited to umbrella insurance, long term care insurance, and family law documents such as post-nuptials and pre-nuptial agreements.

We will also address the use of the separate writing for the disposition of your tangible personal property. Finally, we will discuss the appropriateness of a letter of intent, bible/roadmap, ethical will, and funding instructions for implementation.

5. Customization of Trusts Many times, a trust or multiple trusts are critical components of a successful estate plan. While there are many best practices available, as well as the most common trusts, choosing the appropriate trust structure for your situation is key to taking your plan to the next level.

SIX KEY COMPONENTS OF A GREAT ESTATE PLAN:

1. Building a Road Map for Estate Planning and Financial success A great estate plan begins with organization and clear direction. While it is essential to have your six basic estate planning documents completed, a superior estate plan encompasses your complete financial picture. This picture includes all aspects of how you wish to build a secure financial future for you and your loved ones.

2. Team building: Original building of team One common factor across many of our successful case studies is the coordination with a proactive team of advisors. After building your estate and financial planning team, you must develop a strategy to create the glue for the team.

Who leads the team? Who organizes the team meetings? Who is responsible for creating communication between the team members?

Choosing the right team members can be a defining factor in the effectiveness of your planning process. Some of the critical factors to look for are: credentials, personal style, cohesive fit, ability to communicate.

Some of the items to consider are as follows: traditional vs. alternative trust provisions, unitrust, special needs trust, total discretionary trust, hybrid trust.

We will also review the use of powers of appointment and trust protector provisions.

These custom trust structures allow for greater flexibility and control.

Customization will allow you to make more explicit decisions that provide greater protection for your heirs.

6. Legacy component While last on our checklist, the legacy component is undoubtedly one of the most important pieces of your plan. Many clients feel that they will deal with charitable giving as they go, on an annual basis, rather than incorporate it into their estate plan. However, charitable giving during your lifetime can provide enormous income tax savings that you may otherwise lose at the time of your passing.

A combination of multiple charitable giving techniques including cash gifts, planned gifts, including gifts to a donor-advised fund both during your lifetime and upon your death will supercharge your estate plan.

Where Today’s Plans Become Tomorrow’s Legacy 2235 VENETIAN CT #5, NAPLES, FL 34109 (239) 435.1533 — (239) 435.1433 FAX

Bay Colony - www.361ColonyDr.com

361 COLONY DRIVE, NAPLES, FL 34108

WELCOME HOME to a unique opportunity to reside in the perfect fusion of casual elegance coupled with sophisticated grandeur. Offering a gracious master retreat plus five thoughtful guest suites, an austere wood-paneled library, formal and casual dining, family room, second-level loft game room, and lanai with pool, spa, water feature and outdoor kitchen, this lakefront residence was designed for those seeking a property to bridge privacy with family living.

Surrounded by Pelican Bay’s 88-acres of parks and natural beauty, the unrivaled Bay Colony lifestyle awaits. Residents enjoy privileges in the Bay Colony Beach Club, Tennis Club and have a membership opportunity in the exclusive Bay Colony Golf Club. PARADISE FOUND.

Call for a private tour, and then call it Home.

recent closed transactions

Vanderbilt Country Club Cove Towers - Montego Bonita Bay - Esperia South Pelican Bay - St Laurent, Willow Brook Valencia, Bridgeway Villas Olde Naples - Beach Bungalows of Naples

Coming Soon!

Vineyards The Dunes - Grande Dominica Isles of Collier Preserve Stonebridge - Shoreham The Dunes - Grande Dominica Audubon

pending transactions

Pelican Bay - St Kitts

Naples Bath & Tennis

Pelican Bay - Bay Colony Estates Pelican Bay - Salerno At Bay Colony Tiburon - Castillo

Kimberly Columbia

Esperia at Bonita Bay Sea Grove at The Dunes of Naples Desirable 01 Stack Lives Like a Single-Family Naples Square Sought after 1035 Building 10600 Tamiami Trail N #603, Naples, FL 34108

R E A LT O R ®

239.404.5324 Kimberly@equityrealty.com Kimberly.equityrealty.com PelicanBay.info TheDunes.com

Mistral

QU AIL WEST GOLF

International Luxury Real Estate Specialists MICHAEL V. TARANTO LAUREN TARANTO

[c] 239-572-0066 [c] 239-572-3078

mikett@me.com laurentt@me.com

28921 CAVELL TERRACE, NAPLES FLORIDA “Mistral” are the winds off the south of France coast. This 9,269 Sq Ft. estate located on quiet cul de sac with 1.26 acres has the most OUTSTANDING views of lake and golf course. Classic and timeless architecture with dramatic 22’ high ceilings, and fireplace, walls of glass over looking fountains, & 1,000 Sq. Ft. pool. $6,700,000.

5 BEDROOMS + DEN | 8 BATHROOMS | 2 2-CAR OVERSIZED GARAGES FULL GOLF MEMBERSHIP INCLUDED

OPEN SUNDAY 1-4PM

F & COUNTRY CLUB

TARANTOTEAM.COM Coldwell Banker | Office: 239.572.3078 | 550 Fifth Avenue South | Naples, FL 34102 Owned by a subsidary of Realogy Brokerage Group LLC All information deemed reliable but not guaranteed and should be independently verified. All properties are subject to prior sale, change, or withdrawal. Neither listing broker(s) nor Coldwell Banker shall be responsible for any typographical errors, misinformation, misprints and shall be held totally harmless.

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FEATURED BUSINESS

YOUR DESTINATION FOR CONTEMPORARY KITCHENS, BATHS, AND MORE. W W W. R I C H L I N I N T E R N A T I O N A L . C O M 2 3 4 3

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(Naples, Florida) March 8, 2021 – Richlin International, an exclusive distributor of contemporary European and American kitchen, bath, closet and furniture products, recently moved to the Galleria Shoppes at Vanderbilt. They moved from the Miromar Design Center to 2343 Vanderbilt Beach Rd, Suite 616. The Richlin team was seeking a fresh, new space to showcase their key partners, adjust to evolving display trends and provide an exterior storefront.

room will continuously be evolving to keep up with new products and trends that enter the marketplace.

“With the increased online presence of home products and mass variety of home goods available at large retailers, we decided it was time to move to a space that only featured our key brands in a comfortable, relaxing, lifestyle setting,” said Richard Corbett, President and Founding Partner. “Our new showroom displays our products like a home so clients can actually envision living with them. This move represents another significant milestone for our growing, boutique business.”

These brands comprise of 1) Poliform, Italian made collection of systems and furnishing accessories for the whole house: bookcases, closets, beds, kitchens, sofas and armchairs. The new showroom displays each of these, including its one-of-a-kind closet systems available at every price point and not found anywhere else in Southwest Florida. 2) Oikos, customized exterior armored doors made in Italy with a refined design and the highest quality standards.

3) Viva, the Italian manufacturer of interior doors, which embodies the dexterity of their craftsmen and precision of their industrial manufacturing processes.

4) Kasthall rugs and textile flooring made in Sweden

Buildout for the new space started in January 2020 and was completed in October 2020. With the team’s finger on the pulse of the design industry, the show-

The new 6,000 square foot open showroom features Richlin International’s key partners – contemporary Italian and European brands that manufacture expertly crafted products, designed with superior quality and timeless elegance for the Southwest Florida builder, interior designer, architect or homeowner.

W W W. R I C H L I N I N T E R N A T I O N A L . C O M

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About RICHLIN INTERNATIONAL Richlin International is an exclusive family-owned distributor providing timeless, contemporary European and American kitchen, bath, closet, and furniture products, to construction and design professionals, as well as first time and established homeowners. Established in 1999, they have been a leader in the industry continuously pioneering unique, affordable and luxurious designs for their clients. Richlin International is the exclusive direct distributor for many brands including Poliform, Viva, Oikos, Fantini and Kasthall.

Richlin International Brands

for the global interior design community. 5) Fantini, producers of luxury plumbing fixtures crafted in Italy for more than 50 years. Their innovative products have become an international benchmark in the evolution of the sector design. 6) Glas Italia, an Italian manufacturer of interior doors and glass furniture, designed by world-renowned designers.

specification books, technical cut sheets as well as provide complimentary job site visits throughout the process.

Walk-ins to the showroom are welcome but appointments are preferred. To schedule a consultation, call (239) 659-3007.

The working bathrooms in the new showroom contain products from Lacava as well as wallpaper designed by Wall and Deco.

In addition to the products, the new space features a technology-enabled conference room where the team can collaborate with clients and provide unparalleled personalized customer service to ensure an efficient and seamless process. Clients can experience the showroom, then select the fabrics, textures, finishes and colors of their liking. From inception and initial drawing stages to the final installation, the Richlin team works directly with developers, architects, interior designers and contractors to measure spaces, and produce custom product

Address: Shoppes at Vanderbilt 2343 Vanderbilt Beach Road Suite 616 Naples, FL 34109 Phone: 239.659.3007 E-mail: info@richlininternational.com We are open: Monday – Friday 9:00 AM – 5:00 PM Saturday – By Appointment Only

33

Yo u ’ v e pl a n n ed y o u r f u t u re...

Enjo y it.

Your home is your foundation. From title examination, to closing, we work hard to ensure a smooth transaction. Our attorneys provide the security you need to be comfortable with your investment, so you can finally enjoy the fruits of your efforts.

Where today’s plans become tomorrow’s legacy Leaders in Estate Planning since 1989

2235 Venetian Court #5 Naples, FL 34109 (239) 435-1533 | www.probate-florida.com

SELLING THE FLORIDA LIFESTYLE since 1978 ale

S

g

in nd

Pe

Pelican Bay 3BR Condo in Serendipity $590,000

PATRICK D. O’CONNOR

Broker Associate, CRP 239.293.9411 pat.oconnor@premiersir.com

Sotheby’s International Realty and the Sotheby’s International Realty logo are registered service marks used with permission. Each office is independently owned and operated. Equal Housing Opportunity.

CONSISTENTLY, AND UNDENIABLY, BETTER ALWAYS WINS. Our experiences have proven this philosophy time and time again. It is the core of our culture and the heart of everything we do. And how we do it. From residential and commercial construction to interior design and property management. We know how our competitors do things, and we find ways of doing them better. That’s why clients choose us to begin with.

SeagateDevelopmentGroup.com |

Artistry. Transparency. Sincerity.

CUSTOM HOMES I REMODELING I INTERIOR DESIGN I COMMERCIAL DEVELOPMENT I MANAGEMENT & LEASING

C

SOUTHWEST FLORIDA CLOSINGS transaction coordinators

516.729.6123 ANDREA COOPER

your missing link to increased production

PROFESSIONAL REAL ESTATE TRANSACTION COORDINATION SERVICES INCREASE YOUR PRODUCTION AND IMPROVE YOUR BOTTOM LINE BY ADDING A VALUABLE MEMBER TO YOUR TEAM.

HOW IT WORKS Service Detail • Review executed sales contract, disclosures and addendums for accurate completion.

• Upload and organize executed sales contract, disclosures and addenda to clients file management system.

• Send time-line of events to Buyer/Seller — all deadlines contained in the contract — (escrow deposits, inspection deadlines, survey and owners title insurance policy, loan commitment, 3-day right of rescission period).

• Follow up and monitor contract deadlines.

BENEFITS COMPLETE CONFIDENTIALITY IMPROVE TIME MANAGEMENT IMPROVE DATA MANAGEMENT INCREASE TIMELY COMMUNICATION ELIMINATE COSTLY DELAYS INCREASE PRODUCTION

• Provide title company and/or closing agent fully executed sales contract/party information.

• Send Buyer community application, as appropriate, and follow up for status.

• Secure and email Survey, Elevation Certificate and Owners Title Insurance Policy.

• Secure Escrow Deposit Receipt Verification(s) and send to all parties.

• Request a preliminary closing statement for all parties.

VALUE ONE SIDE

$295.00

BOTH SIDES

$450.00

• Ensure the Buyer coordinates with all utility companies for new service.

• Manage weekly contact with all parties and provide updates to Buyer/Seller.

LICENSED FLORIDA REAL ESTATE PROFESSIONAL

ANDREA COOPER • 516.729.6123 • swflclosings@gmail.com

The Florida Lifestyle BEACH - BOATING - GOLF - EQUESTRIAN ESTATES

Real Estate challenges are best handled by those with integrity, knowledge, experience and a true passion for the business!

For more than 18 years, Garren Grup has been associated with John R. Wood Properties, the leader in SW Florida real estate, and has been counseling customers from all over the world.

Now more than ever, you need someone who aggressively & successfully continues to negotiate the best scenario when purchasing or selling Southwest Florida residential and commercial properties.

Garren excels in formulating solutions to challenges facing buyers and sellers of properties at all price points. Through his extensive knowledge of new home construction, as well as existing luxury & resort-style communities, he is committed to delivering an exceptional experience. He locates the best value and community to complement his buyers and develops strong marketing plans for his sellers by highlighting the unique features of their home.

Garren Everett Grup, P.A. (239) 289-8619

www.GrupCoastalLivingLLP.com Let Me Help You Achieve Your Goals By Formulating A Winning Strategy

45

BONITA BAY HOME ESTATE LIVING $1,750,000 Location & Amenities! When thinking about living in SW Florida, there are not many locations West of US41 that offer the ultimate in gated community lifestyle in a certified Audubon International Cooperative Sanctuary, providing low-density living. Bonita Bay offers 5 challenging Golf Courses, Day Spa and Fitness Center, Tennis Facilities members-only Resort Pool, Café, a full-service Marina with dry & wet storage facilities; a ship’s store & the casual, waterfront Backwater Jacks Restaurant open to all residents; onsite kayaking & canoeing; miles of walking trails with 4 community parks, including a private attended

Beach Club on Bonita Beach; and so much more. The Bonita Bay Club requires a separate membership.

Pair these great amenities with this beautifully keptup and maintained single family home, welcoming family and guests through its spacious grand entrance with soaring ceilings & columns, offering a luxurious master suite with vaulted ceilings, large walk-in closet, 2 bedrooms located on the opposite side of the home, together with a home office and guest bathroom.

Enjoy the Florida Lifestyle on the oversized screenedin lanai with south-facing pool and spa.

GARREN EVERETT GRUP, P.A.

Realtor®, ABR, CLHMS, CNE, GRI, SFR (239) 289-8619 Garren@BuyUpNaples.com

www.HomesInBonitaBayFL.com

41

CHRIS PRUETT

2015 LAMBORGHINI AVENTADOR ROADSTER Arancio Argos Exterior Arancio Dryope & Nero Interior Upgraded Sensonum Sound Fully Electric Seats Park Assist Sensors Front & Rear

Transparent Engine Cover Carbon Ceramic Brakes Black Brake Calipers Backup Camera ONLY 3k MILES

PURCHASE FOR $354,995.00 CALL OR TEXT MESSAGE CHRIS PRUETT DIRECTLY: 239-216-3830

or email chris@naplesmotorsports.com

239.430.5655

|

NAPLESMOTORSPORTS.COM

|

1250 AIRPORT PULLING RD S., NAPLES, FL 34104

RIVERSTONE

2748 Crystal Way. Naples, FL 34119

3+Club Room | 3.5 Baths 3 Car Garage | 3051 Sq Ft This FURNISHED Model Quality “Carlyle” is situated on an extra wide lot with easterly views over the lake! Inside, you will find an open Great Room style floorplan including a “Model View’’ kitchen with center island, Level V Cabinets, and WET BAR! There is also a “Club Room” that serves as an excellent entertainment area or home office. The two Guest Suites each have their own bath & walk-in closet.

Other fine appointments include upgraded cabinets (with soft close) throughout, Granite & Marble countertops, crown molding, closet cabinets throughout, 24” diagonal Porcelain tile floors throughout (no carpet anywhere), custom window treatments including motorized shades, special order lights/ fans, and more! Riverstone’s clubhouse features Resort Pool, Lap Pool, Kids Water park, Indoor & Outdoor Basketball Courts, Tennis Courts, Fitness Center, Billiards Room, Social Hall, Pool Cabanas. Full-Time Social Director!

Offered at $1,200,000 Furnished For more information, visit: www.ChrisLecca.com

Chris Lecca,

PA, REALTOR

Your North Naples Specialist

239.776.5423 www.ChrisLecca.com D owning-Frye Re a lt y

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8950 F on tan a de S ol Way # 1 0 0

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Napl e s , F L 3 4 1 0 9

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ESPLANADE GOLF & COUNTRY CLUB

4 Bedrooms + Den + Bonus Room + Loft 5.5 Baths | 4812 Sq Ft | Built 2020

9328 Tulipano Terrace. Naples, FL 34119

This FULL GOLF MEMBERSHIP “Mercede” features 4 Bedrooms+Den+Bonus Room+Loft, 5.5 Baths, 3 Car Garage, & 4812 Sq Ft under air. Barely a year old, this SOUTHERN EXPOSURE estate home has a long list of special features: Hurricane impact glass & electric roll down shutters; NATURAL GAS; 12’ ceilings throughout the first floor; heated, salt water pool/spa complete with water bowls & travertine marble deck; firepit with underground gas line; wood tile floors; 8’ solid core interior doors; plantation shutters throughout; and more! Esplanade Golf & Country Club is a true “Lifestyle Community” with something for everyone! Resort Style Pool complete with cabanas and beach entrance; 6 tennis courts; 4 bocce balls courts; 4 pickleball courts; Koquina Day Spa offering hair, nail, facial, and spa treatments; Techno Gym with Aerobics Room; Gated Dog Park; Bahama Bar featuring Lunch & Dinner Service; Activities Building; 14 miles of bike/walking trails; 18 hole private golf course; and a 15,000 Sq Ft Culinary Center featuring formal and casual dining options, inside and outside bars, wine tasting room, Starbucks style cafe, and more!

Offered at $2,395,000 For more information, visit: www.ChrisLecca.com

Chris Lecca,

Your North Naples Specialist

PA, REALTOR

239.776.5423 www.ChrisLecca.com Dow ning -F rye Re a lt y

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8 9 5 0 F on tan a de S ol Way # 1 0 0

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Napl es, FL 3 4 1 0 9

SO

THE QUARRY

8761 Hideaway Harbor CtNaples, FL 3412

5 Bed | 4 Bath 3 Car Garage | 3193 Sq Ft This spacious updated home is situated on a quiet cul-de-sac street with Easterly views overlooking the 100 acre “Boulder Lake” within The Quarry - A lakefront community in a country club setting! New “wood look” tile floors flow throughout along with new sculpted carpets in the bedrooms. Fresh white moldings, plantation shutters, and BRAND NEW Kitchen & Baths make this home move in ready! Two ACs and Appliances/W&D installed in 2019. Walking distance to both the Lake & Golf Lodges!

Offered at $1,250,000 For more information, visit: www.ChrisLecca.com

Chris Lecca,

PA, REALTOR

Your North Naples Specialist

239.776.5423 www.ChrisLecca.com D owning-Frye R e a lt y

|

8950 F on tan a de S ol Way # 1 0 0

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Napl e s , F L 3 4 1 0 9

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WWW.888SEANKING.COM

CAR ACCIDENTS

NURSING HOMES

BICYLCE ACCIDENTS

MISDIAGNOSED

MOTORCYCLE ACCIDENTS

MEDICAL MALPRATICE

SEMITRUCK ACCIDENTS

CANCER FROM ROUNDUP

WRONGFUL DEATH

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BED SORES

SLIP & FALL

FORT MYERS

NAPLES

Sean King

cases may involve co-counsel with coffey trial law (ft lauderdale), osborne & fancis (boca raton), or other counsel when applicable

9165 MERCATO WAY

M e rcato Co m m u n i t y

The information contained herin has been obtained through scources deemed reliable by cannot be guaranteed as to its accuracy.

BEAUTIFUL HOME AND A TREMENDOUS VALUE with over 3400 of living space is perfect as a primary or secondary residence. Walls of glass overlooking the pool and spa bring natural light to the great room with 20+ foot ceilings, stunning coastal hardwood floors and a fabulous custom kitchen ready for an owner’s culinary creations. The first-floor master suite overlooks the pool and lanai area and has a large custom closet and a spa master bath with an outdoor shower. The upper level has a loft entertainment area open to the great room below; a second master suite; a guest suite with an adjoining bath to the study/den with double wine coolers and built-in cabinets as well as a small exterior balcony. The options are endless as the study could easily become the fourth bedroom and the loft an office/study. The fabulous pool and lanai area is perfect to connect the great room and outdoors to allow for wonderful entertaining. The spacious two car garage is separately air conditioned and there is additional storage in the garage as well as large storage next to the laundry room.

Mark P. Riley

Broker

Cell: 239.290.4202 mark@luxintlprop.com

The information contained herin has been obtained through scources deemed reliable by cannot be guaranteed as to its accuracy.

425 COVE TOWER DRIVE #1603

Cove Towe r s Co m m u n i t y

The information contained herin has been obtained through scources deemed reliable by cannot be guaranteed as to its accuracy.

Welcome to some of the most magnificent Gulf views from this luxury furnished condominium in Caribe at Cove Towers. Many fabulous renovations include a new gourmet kitchen with a breakfast bar and all new BOSCH appliances including a built in coffee maker, porcelain plank tile floors throughout the main living area, new LG washer/dryer and garment styler, new Traine AC and Gladiator water heater. The entire unit has been freshly painted. Amenities available include boat docks for lease or purchase, tennis, shuttles to the beach, sunset cruises and newly renovated fitness center. With buyer paid transfer fee and taxes, Seller to convey all rights to membership in Tarpon Yacht Club.

Mark P. Riley

Broker

Cell: 239.290.4202 mark@luxintlprop.com

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GIANLUCA

Owner of Cosmos Café and Pizzeria

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33

Why Real Estate is a

Sound Investvement There are lots of reasons why you might want to invest in real estate. The stock market is currently strong, but with potential volatility across different sectors, here are some really good reasons to allocate some market profits into sound real estate markets.

Real estate has a high tangible asset value.

Tangible assets are physical things — like property, computers, and equipment — that are worth money. Real estate, especially, will always have some kind of monetary value. Compare this to investing in stocks where, if the market crashes, it is possible that something you paid $500 for could suddenly be worth $0. With real estate — land and real property — your investment will always be worth something.

Appreciation.

Real estate tends to appreciate in value over time.

Not only will the building or home itself likely grow in value, but the actual land that it’s built on will also usually be worth more over the years. In some markets, it’s not uncommon for the land to be worth more than the house that stands on it — or for the land value to continue to rise even without a house on it.

A couple from Northern Ohio, bought a piece of land for $10,000 in the 1980s, a lakefront lot in a small undeveloped community. They had intended to build on it and make it a summer home, but never did. Over the years, houses went up all around their lot, and the community grew. Now the lot — still empty — is worth right around $1 million. It will be part of their legacy to their children.

You can improve your property value.

One of the best things about real estate is that you can improve a property if you want — add amenities like a pool, or improve it with an updated kitchen or bath. You can then either rent it out or sell it for more than you paid for it.

Since real estate is a tangible asset, any improvements you make to it will increase its value. Some things that bring the biggest return for your money are garage door replacements, kitchen remodels, and deck additions.

Build equity.

If you invest in actual houses, your equity in the home should increase the longer you own it. Equity is the portion of the home you own outright — as opposed to the part a bank may own if you have some kind of loan or financing. As you pay off your loan, you generally build more equity in a property (the exception could be if the market takes a severe downturn, but downturns are generally temporary, so if you can hold on to the property until the market stabilizes, your ability to build equity should resume). Also, as the value of the property appreciates through the years, the house becomes worth more, adding to your equity.

Real estate may offer better returns than the stock market.

In Florida, “Real estate has been appreciating at 6% to 8% a year. Compare that to a money market investment of 1% or 2%, and real estate offers a much better return.” Nationally, singlefamily homes offer yearly returns of 9% — a yield that’s tough to come by with stock investments.

* The original content was provided by Home Light ; October 8, 2020 and was modified for readership purposes only

WWW.FINEMAGAZINE.COM

FINE FEATURED ARTICLE

So many options.

There are all sorts of ways to invest in real estate. Buying your own house counts. Or you can buy a fixer-upper, renovate it, and flip it. You can rent out a home, offer a lease-option agreement (rent-to-own), or invest in a REIT or a crowdfunding app. Whatever your level of commitment, you can probably find a way to invest in real estate.

A REIT is a real estate investment trust. Individuals can invest in the trust that, in turn, usually owns and manages a large number of real estate investments that produce income — things like shopping malls, hotels, and resorts.

source: Mark Helfman

Diversify your portfolio.

This is another way to lower some of your risk, especially if you’re investing lots of dollars in other opportunities. Most experts recommend diversifying your portfolio so you won’t lose everything in one fell swoop if the market where you’ve most heavily invested happens to go south. Real estate is an excellent place to park some of your money — a place much safer than many other investments.

Ever hear the term, “safe as houses”? There’s a reason people use it.

Some real estate crowdfunding apps include Fundrise, Crowdstreet, and Roofstock. The U.S. Securities and Exchange Commission places limits on much you can invest annually in any crowdfunded offering. This limit depends on your annual income and your net worth. For instance, if either your annual income or your net worth is less than $107,000, you can invest either $2,200 or 5% of your income or net worth (the lower of the two) in crowdfunding. Yes, this is confusing — what the SEC is saying is that if you meet the income or net worth limit ($107,000) you can invest either 5% of your income or your net worth (whichever of the two is lowest), or $2,200. Once you understand what those two figures are, you may invest whichever is higher.

For example: if your annual income is $95,000 and your net worth is $65,000, 5% of those (respectively) would be: $4,750 and $3,250. Therefore, $3,250 is the amount you use to compare with the $2,200 amount. Because $3,250 is greater than $2,200, that’s the maximum amount you’re allowed to invest in real estate in a given year.

Unique tax benefits.

If you own your own house, you can deduct mortgage interest. State and local property taxes are also usually deductible.

For investment properties, you can often deduct operating expenses and costs, insurance, property taxes, and maintenance.Capital gain taxes (the taxes you pay if you sell investment properties, or your own home within certain limitations) are 15% to 20%, typically lower than your personal tax bracket, which can be a huge advantage over other types of investments.If you use the money from a sale of one property to buy another property, you can defer your capital gains. This means you aren’t taxed at all on that money because it went directly toward the purchase of another property. Make sure you report to the IRS that this is what you’ve done, or they’ll send you a letter asking why you haven’t paid taxes on a property sale.

Real estate doesn’t have to tie up a lot of cash.

In many instances, you can put down as little as 10% on a property, then essentially use the bank’s money to grow your investment.

Lending is becoming more accessible and friendly to buyers, according to a Florida real estate agent. More so than what it was after the housing crisis.

They seem to be lessening constraints, and local banks are lending more to builders and doing more in house portfolio loans — so there is just a better environment than ten years ago.

55

Best of Luxury Living

The Cap Ferrat

St. Laurent

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6597 Nicholas Blvd. #1606

6849 Grenadier Blvd. #1901

6597 Nicholas Blvd. #405

5550 Heron Point Dr. #1804

3 BR / Den / 3 BA 3,150 total sq ft

3 BR / 3 BA 3,120 total sq ft

3 BR / Den / 3 BA 3,150 total sq ft

3 BR / Den / 2 BA 1,514 total sq ft

3,675,000

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2,150,000

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6075 Pelican Bay Blvd. #1404

3 BR / 3 BA 2,855 total sq ft

2 BR / 2 BA 1,700 sq ft

3 BR / 3 BA 2,280 sq ft

2 BR / 2.5 BA 1,932 total sq ft

$

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5555 HERON POINT #402

Rarely available, The Heron at Pelican Bay! This spacious 2,500 SF, 2 + den condo offers breathtaking sunset views of the Gulf, pool, tropical foliage, and twinkling lights of the Pelican Bay Skyline. The Heron is a low-density high-rise with only 2 units per floor with a freshly re-imagined Social Room & Fitness Center and miles of hiking and biking trails. Enjoy all that Pelican Bay Has to offer, take a stroll on the boardwalk, or hop on the Beach Tram to enjoy some fun in the sun! Paradise awaits you! $925,000

Pine Ridge

188 WEST STREET

This stately residence reflects a classic and timeless design, the epitome of elegance and beauty! The home has been thoughtfully designed using the finest finishes, craftmanship and home automation for the discerning buyer. Featuring 6 beds, 7 full & 3 half baths, desirable open floor plan, soaring ceilings and walls of windows to enhance the natural beauty of the wood and marble elements. A luxurious outdoor living space awaits you, with all the comforts and conveniences to enjoy the Florida lifestyle to the fullest. Offered furnished $7,500,500 1st floor

2nd floor

Quail West

6411 HIGHCROFT DRIVE

Stunning European inspired custom home features 6 bedrooms & 7 baths with 8,000 sf of luxurious living. The incredible soaring ceilings and floating staircase are complimented with finely crafted millwork, marble and stone details throughout. You will love the spacious gourmet kitchen & wine bar, billiard room, theater and gym. This home features amazing outdoor spaces with a lagoon-style pool, waterfalls and spa, plus a summer kitchen making entertaining a breeze. Car collectors 6 bay garage. Exquisitely renovated Grand Club House and two 18 hole courses. Golf membership is optional. $4,999,990

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Pine Ridge

Golden Gate Estates RONALD AGIN PA 239.289.2973

Ron@YourNaplesLuxuryHomes.com

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FOR SALE IN TALIS PARK! 16671 PISTOIA WAY

Remodeled in 2017 by Wright Interior Group. Cork floors throughout are easy on the feet, back and knees, and the open concept floor plan ensures good flow and functionality. This home has all new appliances, Sonos surround system, 2 tankless water heaters, pool heater & pool pump, A/C, plumbing fixtures, cameras & security system, hardware, flooring, lighting and all finishes.

All furniture is new and custom made! You’ve got to come experience this home for yourself!

Email Stan@TheWhitcombGroup for a free Comparative Analysis of your home.

S cott W hitcomb

S tan W hitcomb

239-595-5547

239-564-5252

Scott@TheWhitcombGroup.com

Stan@TheWhitcombGroup.com

SOLD BY THE WHITCOMB GROUP! 1964 Timarron Way - Pelican Marsh 20081 Eagle Glen Way - Rookery Pointe 16397 Corsica Way - Talis Park 23750 Via Trevi Way - The Colony 28650 Via D Arezzo Drive - Vasari 341 Egret Avenue - Conners 13459 Sumter Lane - Marbella Isles 1480 Chesapeake Avenue - Oyster Bay 16378 Viansa #101 - Talis Park 16370 Viansa #201 - Talis Park Call or email us today if you want your house on this list!

exciting neWS! The Whitcomb Group is working with some of the best builders in the area. We have secured the best homesites in Naples Park Shore, Pelican Bay, Conners!

call

uS today and aSk about building your cuStom home !

Create Function & Storage with Style!

All About Closets is all about innovative design, impeccable craftsmanship and flawless service. Our installations reflect your dreams and your personality, while enhancing your home. We will maximize the storage of your closets, home office, wall units, pantry, and garage or anywhere in your home that requires storage solutions. Our team works from Port Charlotte to Marco Island.

Call for a Professional Design Consultation! 239.303.5829 www.allaboutclosets.com

Three Experienced Agents.

One Expert Team.

239.262.5557 GHW@PremierSIR.com • www.GHWTeam.com DAN GUENTHER, SAM HEITMAN & MELISSA WILLIAMS

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FEATURED LISTINGS

SOLD $6,750,000 | 1260 GORDON RIVER TRAIL

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GREY OAKS | 1416 NIGHTHAWK POINTE | $7,295,000

GREY OAKS | 2701 BUCKTHORN WAY | $3,395,000

ESTUARY AT GREY OAKS | 1373 GREAT EGRET TRAIL | $4,950,000

SOLD $4,750,000 | 2915 INDIGOBUSH WAY

ESTUARY AT GREY OAKS | 1457 ANHINGA POINTE | $4,295,000

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SOLD $6,600,000 | 1212 GORDON RIVER TRAIL

ESTUARY AT GREY OAKS | 1504 MARSH WREN LANE | $2,295,000

GHW TEAM IS #1 SALES TEAM IN GREY OAKS OVER $120 MILLION IN SALES IN 2020 @GuentherHeitmanWilliams @GuentherHeitmanWilliamsTeam FOLLOW US Sotheby’s International Realty® and the Sotheby’s International Realty logo are registered service marks used with permission. Each office is independently owned and operated. Equal Housing Opportunity. Property information herein is derived from various sources that may include, but not limited to county records and the multiple listing service and it may include approximations. Although this information is believed to be accurate, it is not warranted and should not be relied upon without personal verification.

N A P L E S FINE L I V I N G

QUAIL WOODS Stunning Quail Woods home with 4 BR & 3.5 BA and a wonderful bonus room. Totally updated and move-in ready. The home was custom built and meticulously maintained and features a wine cellar, fireplace, new outdoor kitchen, new water heaters, new flooring, new doors, the list goes on & on. The location is fabulous close to everything you want & need. Offered at $2,000,000

TEAM KLUBERDANZ Lois Kluberdanz LLC: 239.250.0273 • lois@teamklub.com Kurt Kluberdanz LLC: 239.877.3642 • kurt@teamklub.com Office: 239.280.2244 • www.teamkluberdanz.com

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N A P L E S FINE L I V I N G

PINE RIDGE ESTATES Enter through the front door of this custom-built exquisite estate home on 1.6 acres and feel immediately at home. With 6,000+ sq ft of a/c living space this home is perfect for entertaining and comfortable for everyday living. Family and friends will enjoy the 5 bedrooms, 5.5 baths, den, office, formal living and dining room.

The chef of the family will be thrilled with the gourmet kitchen with top-of-line appliances.. Wander outside to an incredible lanai area with summer kitchen and pool. Do not miss the 6 car air conditioned garage. So much more. Offered at $4,500,000

“Making Personal Real Estate Services Our Top Priority”

www.teamkluberdanz.com

275 Broad Avenue South Naples, Florida 34102

pending sold 1703 & 702 Bay Colony

remington 1004

$5,100,000

sold

Pelican Bay

mystique 603

$4,950,000

sold 12C, 8D & 1F

Pelican Bay

claridge 8D

$1,275,000

sold 203

Bay Colony

Jill & Lexi’s Jewels

MARQUESA 903

$2,175,000

aSK US ABOUT OUR NEWLY LISTED MASTERPIECES

Bay Colony

carlysle 1503

$3,795,000

pending

Bay Colony

carlysle 1102

Bay Colony

VIZCAYA

$3,500,000

$2,695,000

pending

Pelican Bay #1 naples high-rise RESALE REALTORs® 2011-2021* #1 bay colony & PELICAN bay REALTORs® 2011-2021*

Jill Lexi

~ 239.450.6856 ~ 239. 776.1210

*By total accumulated NABOR closed sales volume

st kitts 902

$899,500

B D R

PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

$4,750,000

C URRENTLY

UNDERWAY ,

4,300

AC SQFT

4+ DEN

LAYOUT

WIDE BAY VIEWS , DOCK , GULF SIDE DECK , LUXURY FINISHE THROUGHOUT .