Category · 8 articles
Tax Strategy for Real Estate Investors
Passive loss rules, real estate professional status, short-term rentals, entity structure, exit planning.
Passive activity loss rules: whether you can actually use the deduction
The question that decides whether a study is worth commissioning, and the one most often glossed over.
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Real estate professional status: the tests, the grouping election and the records
It is the single most valuable status in real estate tax, and the most frequently claimed without support.
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Cost segregation and 1031 exchanges: sequence matters
Carryover basis complicates the study. Running them together produces a better answer than running them in sequence.
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Cost segregation in syndications and funds
The first-year loss allocation is often part of the pitch. Here is what has to be true for it to work.
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Running cost segregation across a portfolio instead of one property at a time
The economics change completely once you have ten similar assets and a repeatable model.
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The estate planning case for accelerating depreciation
Step-up at death is the one exit where the deferral becomes permanent.
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How your entity structure changes what a study is worth
The same building produces different outcomes in an LLC, an S corporation and a self-rental.
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If you are building, commission the study before you finish
New construction produces the best studies and the cheapest ones. The reason is records.
Read →No-cost feasibility review
Find out what your building is hiding.
A feasibility review is free and takes about twenty minutes. Bring the closing statement and the depreciation schedule; we will tell you plainly whether a study pays for itself.