Business Details
18 Years
experience
Your Real Estate Planning Partners in Eastern Iowa
At Eastern Iowa Dream Team, we specialize in guiding families through real estate transitions with a focus on building, protecting, and transferring generational wealth. Our team of certified Real Estate Planners combines local market expertise with personalized strategies to address life changes such as senior relocation, probate, divorce, and investment portfolio optimization. We offer comprehensive services including 1031 exchanges, legacy planning, capital gains tax deferral, and concierge referrals to trusted professionals.Backed by 17+ years of experience in senior care and real estate, we collaborate with financial advisors, CPAs, and trust attorneys to align real estate decisions with long-term family goals. Our proprietary approach prioritizes proactive planning, ensuring clients maximize property value while minimizing tax liabilities and family disputes. With offices in Bettendorf, Iowa, we serve clients throughout Eastern Iowa, delivering compassionate support tailored to individual needs.
Services
Real Estate Planning
Legacy Planning
1031 Exchanges
Senior Relocation
Investment Analysis
Probate Guidance
Wealth Transfer Strategies
Home Buying/Selling
Tax Deferral Planning
Concierge Referrals
Details
- Year established: 2008
Highlights and features
- Certified Real Estate Planners with specialized training in generational wealth transfer
- 17+ years of experience in senior care coordination and relocation services
- Proprietary Asset Performance Testing for investment property optimization
- Collaborative approach with CPAs, financial advisors, and trust attorneys
- Proven 1031 exchange strategies to defer capital gains taxes
Associations and certifications
- Keller Williams Realty
What people say
Stress-free transitions
Tax-efficient solutions
Compassionate support
Generational wealth focus
Senior expertise
Services
Real Estate Planning
Our certified Real Estate Planners develop customized strategies to help families build and transfer generational wealth through property ownership. We analyze current holdings, identify tax optimization opportunities, and create long-term plans aligned with family goals. Specialized services include 1031 exchanges, probate avoidance, and senior relocation planning.
Legacy Planning
We specialize in creating actionable plans for transferring real estate wealth to future generations while minimizing tax liabilities. Services include asset protection strategies, family dispute prevention, and collaborative planning with legal and financial professionals. Our approach ensures your real estate legacy benefits heirs according to your wishes.
1031 Exchanges
Our experts guide investors through IRS-compliant 1031 exchanges to defer capital gains taxes when reinvesting property proceeds. We provide market analysis, like-kind property identification, and coordination with qualified intermediaries. This service helps maximize investment growth potential while maintaining tax compliance.
Senior Relocation
We assist seniors and families in evaluating housing options that match evolving lifestyle needs. Services include home downsizing strategies, care facility assessments, and stress-free move coordination. Our team provides compassionate support for transitioning from family homes to appropriate senior living arrangements.
Investment Analysis
Our proprietary Asset Performance Testing evaluates investment property returns using cash-on-cash calculations and capitalization rates. We identify underperforming assets, recommend strategic replacements, and develop tax-efficient management plans. This data-driven approach helps investors optimize their real estate portfolios.
People
Deb Haussmann
Owner and Realtor
Certified Real Estate Planner with 17+ years in senior care services. Specializes in guiding families through generational wealth transfer using 1031 exchanges and estate planning strategies.
Fred Haussmann
Realtor
Experienced transaction specialist with expertise in contract negotiation and property management. Focuses on helping clients achieve real estate goals through strategic buying and selling.
Tyler Ritter
Realtor
Quad Cities native specializing in first-time homebuyer programs and investment property acquisitions. Combines local market knowledge with personalized service to meet client financial objectives.
Questions
What is a Real Estate Planner and how are they different from regular agents?
Our certified planners focus on long-term wealth strategies beyond single transactions, combining real estate expertise with financial planning to address generational wealth transfer and tax optimization.
How can I transfer real estate to my heirs while minimizing family disputes?
We create customized plans using legal instruments and 1031 exchanges to ensure smooth property transfers while addressing potential family conflicts through proactive communication strategies.
What are the tax implications of selling investment properties?
Capital gains taxes apply to property appreciation, but our team can implement 1031 exchanges and cost basis strategies to defer or minimize these tax liabilities during sales.
Do you work with seniors needing to downsize their homes?
Yes, we specialize in senior relocation services including home preparation, market analysis, and transition coordination to appropriate living arrangements that match changing lifestyle needs.
How do you help investors improve property portfolio performance?
We conduct asset performance testing to identify underperforming investments and recommend strategic replacements using data-driven metrics like cash-on-cash returns and cap rates.
What areas do you serve for real estate planning?
Our primary service area includes Eastern Iowa with focus on the Quad Cities region, including Bettendorf, Davenport, Moline, and surrounding communities.
Reviews (1)
Martha Wells
Jun 27, 2016
Report
Deb, as one business owner who works with a team to another, I just want to tell you your team member Tyler is doing an awesome job! He has listened to Ben's likes, dislikes, concerns, and wishes and continues to find options that are wonderful! Honestly, I didn't think some of Ben's hopes in a house in his price range were possible, but Tyler is finding them. And at the same time, he is being very helpful to a first time buyer, explaining each option and step of the buying procedure. Thank you Ty!
