Tax strategy
Depreciation, cost segregation, 1031 chains and the step-up in basis — shelter while you hold, defer when you trade, step up when you transfer.
4 pieces, ordered by horizon
Y2What "tax-free" actually means on a returnDeferred, sheltered, and never-taxed are three different things.Glossary1mY12Rental property depreciation and cost segregation: the paper losses that shelter real incomeHow depreciation turns cashflowing rentals into tax losses, how cost segregation accelerates it, bonus depreciation, recapture — and who actually gets to use the losses.Deep dive6mY141031 exchange rules: the complete guide to deferring taxes foreverThe 45-day and 180-day clocks, like-kind rules, boot, qualified intermediaries, and the chain-to-step-up endgame — everything the mechanism requires, in order.Roadmap7mY171031 chains and the step-up in basisThe mechanism the whole roadmap has been walking toward.Deep dive1mMore in Wealth
Raising capital & syndicationFrom partnerships to your first LP raise: securities rules, waterfalls, investor reporting, and reputation as the asset.Large multifamilyApartment communities bought on cap rate and operated by teams — where scale starts working for you instead of on you.CommercialOffice, retail, industrial and triple-net: trading tenant turnover for lease term, and underwriting credit instead of carpets.Portfolio architectureEntities, debt structure at scale, insurance and asset protection — engineering the machine so no single failure reaches the whole.Legacy & transferEstate structure, heirs who understand the machine, and deciding what never gets sold. The point of the whole sequence.