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Real Estate

Accelerate Depreciation, Minimize Capital Gains, and Maximize Passive Income

Whether you’re a developer, syndicator, or investor, real estate offers some of the most aggressive — and underutilized tax strategies in the code. We help you structure correctly, defer taxes, and reclaim missed depreciation.

Free Benefit Analysis

Why Real Estate Investors Benefit

  • Own or improve properties for massive Cost Segregation opportunities
  • Stack with Bonus Depreciation for benefits in year 1
  • 1031/721 options to defer capital gains
  • Energy deductions apply to green developments

Top Tax Strategies That Apply

Cost Segregation

Accelerated depreciation + catch-up on missed assets

1031/721 Improvement Exchange

Defer gains, roll into REITs or DSTs

179D / 45L

Apply for energy-efficient residential or commercial improvements

Captive Insurance

Protect properties and reduce taxes

IC-DISC

For firms that export materials or prefab units

Form 3115

Correct misclassified assets from prior years and no amended return needed

Example Scenarios

Multifamily investor

$3.4M
Cost Segregation produced $921K year 1 depreciation

Build-to-rent developer

$187K
45L tax credits for energy efficiency

Why CPAs Often Miss This

  • Don’t execute Cost Segregation early; miss Form 3115 catch-up
  • Overlook stacking with 100% bonus depreciation or §179 expensing
  • Fumble §1031 timelines/identification
  • Miss §45L (residential) and §179D (commercial) opportunities
Book a Tax Strategy Call for Real Estate