Julia Fritzlen
Real Estate Adviser @Insight Investment Advisers
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WORK HISTORY
Real Estate Adviser @Insight Investment Advisers
Leawood, KS, US
Assisting real estate investors, landowners and business owners looking to sell their investment properties, farms/ranches or buildings deferring the giant tax bill and investing in passive assets.Helping high net worth individuals build portfolios of passive real estate.Focused investing in tax efficient opportunities including passive real estate, oil and gas, qualified opportunity zones, etc.
EDUCATION
St. Teresa's Academy
High School Diploma
Saint Louis University
Bachelor of Arts - BA, Marketing Major and Studio Art Minor
SKILLS
ABOUT JULIA FRITZLEN
I am an investment adviser at Insight Investment Advisers, specializing in alternative investments, including passive real estate, Delaware Statutory Trusts (DSTs), oil & gas investments, and Qualified Opportunity Zone (QOZ) strategies.I help landowners, real estate investors, and business owners navigate 1031 exchanges, design tax-efficient exit strategies, and simplify wealth transfer and estate planning for real estate. My work is focused on helping clients preserve capital, defer taxes, and transition from active to passive real estate ownership.For high-net-worth individuals and families, I construct diversified portfolios of DSTs, passive commercial real estate, oil & gas, and QOZ investments designed for income, long-term growth, and tax efficiency.Prior to joining Insight, I spent nearly a decade in the healthcare industry, specializing in creative capital financing and working closely with both large health systems and rural and community hospitals. That experience carries into my current work with farmers, ranchers, and landowners, providing thoughtful capital solutions during major liquidity events and property transitions.I enjoy volunteering for the American Heart Association. I am active in my church and take a family-first approach to both life and advising.You can schedule a meeting at https://calendly.com/julia-insight
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