DOES THIS SOUND LIKE YOU?
– Can you help me minimize my taxes using real estate? How much real estate should I own versus my overall portfolio versus investing in my business?
– What are the trade-offs of direct investments versus private investing with a sponsor, or public real estate investment trusts?
– How much will this cost me in capital gains to sell, or how can we maximize taxable losses? Better yet, can I get money out of my rentals without paying taxes?
– What are the taxable trade-offs if I pay down my mortgages and loans? How can I use cost segregation on a remodel to lower taxes?
YOU’RE NOT ALONE.
We’ve helped countless clients analyze their current rental real estate portfolios and compare it to other alternatives, reviewed possible rentals with them, and we optimized when they should take carry-forward losses, how to reduce taxes, and helped them consider creative ways to buy and invest in real estate.