Move concentrated stock into the asset class Washington does not tax
Your net worth is concentrated in one or two tickers, and you already intend to diversify eventually. What changed in 2025 is where the proceeds should go.
The situation
Gains built in a brokerage account may face state tax when realized. Real estate has different tax treatment under current law. Once diversification is going to happen anyway, the destination asset matters.
The service
Your CPA sets the tax parameters. I handle the property side: submarket selection, operating review, home search planning, negotiation, and property-management coordination. Every property and tax decision needs separate professional review.
What a rotation looks like
A household can work with its CPA to set a sequence for investment decisions. The property review then focuses on purchase terms, operating assumptions, financing, and risk. Every number is illustrative and must be verified by your advisors before you act.
This is not tax or legal advice. Aditya Kasturi is a licensed real estate broker, not a CPA, attorney, or financial advisor. Figures are illustrative, based on Washington and federal law as understood at the time of writing, and laws change. Confirm any strategy on this page with your CPA and, where relevant, your estate planning attorney before acting.
Common questions
Clear answers first. If one question changes the deal, bring it into the review before you move money.
Q1What scale does this make sense at?+
The economics work from roughly $500K of deployable proceeds. Below that, a single conservative purchase usually serves better than a structured rotation.
Q2Do you sell my securities?+
No. Your financial advisor handles the securities side. I handle sourcing, underwriting, negotiation, and execution on the property side.
Q3Can I finance after leaving W2 employment?+
It is harder, which is a large part of the argument for starting before you leave. Lenders qualify W2 income more cleanly than post-exit assets.
Start with your numbers
Tell me where you are in the decision and I'll come back with real figures, not a pitch.
See what a rotation looks like on your numbers.
Book a Tax-Impact Property ReviewNext steps
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