Financing & Taxes

 You have spent years — possibly decades — acquiring, improving, and managing a commercial real estate portfolio worth millions. But without a deliberate estate planning strategy for real estate investors, everything you have built is vulnerable. Vulnerable to probate courts that freeze your properties...

 For high-net-worth investors seeking to diversify retirement holdings beyond stocks and bonds, a self-directed IRA for real estate offers a compelling path. Unlike conventional IRAs limited to publicly traded securities, a self-directed IRA (SDIRA) allows you to hold physical real estate — commercial properties,...

 The entity structure you choose for your real estate holdings is one of the most consequential decisions you will make as an investor—and one of the most difficult to reverse once properties are inside the wrong vehicle. The right structure protects your personal assets...

 For high-net-worth commercial real estate investors, depreciation is one of the most powerful—and most misunderstood—tools in the tax code. It allows you to deduct the cost of an income-producing property over its useful life, reducing your taxable income year after year, even as the...

 Rental property tax deductions are the single greatest financial advantage real estate investors hold over every other asset class. While stock investors pay taxes on dividends and capital gains with limited offsets, commercial real estate investors can deduct dozens of legitimate expenses that reduce...

 For high-net-worth commercial real estate investors, few tax strategies deliver as much immediate financial impact as a cost segregation study. By reclassifying building components into shorter depreciation schedules, investors can accelerate hundreds of thousands of dollars in deductions into the early years of ownership,...