Perhaps you're planning to retire in a few years, sell the family business or begin building your dream home. You may even intend to transfer properties to your children or grandchildren within specific estate-planning guidelines. Your UBS Financial Advisor can introduce you to a UBS Mortgage Banker, who can provide a variety of strategies to suit your specific tax,1 timing, cash-flow and amortization options. If you'd like to streamline the process by reducing documentation or lower your down payment by offering securities as collateral, UBS can help you identify an appropriate strategy. You may be thinking about a traditional mortgage, however, a UBS Mortgage Banker may suggest a variety of alternatives, including home equity lines of credit or cash-out refinancing strategies.2 Or you may benefit by combining your mortgage with securities-backed financing, such as credit lines, Standby Letters of Credit3 or pledged asset mortgages that can keep your investment strategy on track, help postpone capital gains and add flexibility to your home financing.
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