For Real Estate Investors
Your portfolio is complex. Your planning should match.
You’ve built positions in LTRs, syndications, maybe some STR or commercial. You have a CPA who files and a brokerage account no one is integrating. What you don’t have is one advisor coordinating the tax strategy, entity structure, estate plan, and exit timing across every property.
What We Handle
The planning real estate investors actually need.
Specific, technical, sequenced. We work with real estate investors every day — these are the conversations that move the numbers.
Depreciation Strategy
Cost segregation study sequencing across acquisitions, bonus depreciation planning under the 2025 law (and the older phase-down that still applies to property acquired before January 20, 2025), recapture forecasting at exit (including on cost-segregated components), and passive loss carryforward tracking under §469. A depreciation schedule works best when it is planned around your exit, not discovered at it.
1031 Exchanges
45-day identification windows. 180-day closing deadlines (or your tax return due date, if earlier). Qualified intermediary selection. Reverse exchange structures. DST fallback when the target property falls through on day 40. We model the deferred tax liability across the next three swaps before you ever sign the relinquished-property contract.
Entity Structures
Series LLC strategy across state lines, holding-company architecture for asset protection, S-Corp election timing for property management income, and land trust use for privacy. Every property held in your personal name is a lawsuit away from threatening everything else you own.
Passive vs. Active Income
Real estate professional status (the more-than-half test and the 750-hour test), material participation in the rentals themselves, short-term rental rules, and how the passive-vs-active classification of your rental income changes your entire tax bill, and your eligibility to offset W-2 or business income with paper losses.
Self-Directed IRA / Solo 401(k)
Checkbook control structures, UBIT/UDFI exposure on leveraged property, prohibited transaction rules under §4975, and disqualified person analysis. In a self-directed IRA, one prohibited transaction can end the account’s IRA status as of the first day of that tax year; a Solo 401(k) faces different rules and penalties. We architect the structure so you capture the opportunity without triggering disqualification.
Portfolio Integration
Rental income, equity, leverage, vacancy assumptions, capital expenditure reserves, and concentration risk all integrated into one financial picture — alongside your brokerage accounts, retirement assets, and business equity. If most of your net worth sits in one asset class, that is a plan. It’s just not a complete one.
A depreciation schedule works best when it is planned around your exit, not discovered at it.
Our Approach
How we work with real estate investors
Concrete coordinations, not generic feature lists. We speak your language — cap rates, cash-on-cash, DSCR, REPS, cost seg, DST.
When you’re considering a 1031. We model the deferred tax liability across the next three swaps, sequence the cost segregation studies on the replacement property, and coordinate with the qualified intermediary before you sign the relinquished-property contract.
When you’re on track to qualify as a real estate professional. We document the hours for both tests, restructure the entity election, and model the passive loss release against your W-2 or business income.
When your STR generates $200K+/year. We design the entity around it, plan the depreciation timing under the short-term rental rules, and model the eventual exit — whether that’s a sale, a 1031, or a Delaware Statutory Trust roll.
When you’re weighing another property against the brokerage account. We model both scenarios — leverage, tax impact, liquidity, concentration risk, and your goals — and give you the numbers so you can make the call with confidence.
One number, set annually from your net worth (not counting your primary residence). It doesn’t change mid-year when you close on another property or when your portfolio value moves.
Every property held in your personal name is a lawsuit away from threatening everything else you own.
Featured Financial Advisor on BiggerPockets
Wealth In Yourself is listed as a Featured Financial Advisor on BiggerPockets, an online community for real estate investors.
Questions From Real Estate Investors
Do you manage real estate properties?
How do you handle the tax side of real estate?
I already have a CPA who specializes in real estate. Why do I need you?
What does your fee include for real estate investors?
Can you help me decide between buying more real estate and investing in the market?
Do you work with investors who only have a few properties?
If most of your net worth sits in one asset class, that is a plan. It’s just not a complete one.
Not ready for a call? Start here
The RE Investor's Tax Strategy Checklist
16 questions your advisory team should be answering about 1031 exchanges, cost segregation, entity structure, and depreciation. Built for investors with 3+ properties.
Get the checklistIllustration
A W-2 earner with a growing rental portfolio.
What we would look at first: which properties justify a cost segregation study, how a planned 1031 exchange and its fallback fit the next few moves, and whether real estate professional status is realistic alongside a full-time job.
This is a composite. Not an actual client. Illustration only.
Your portfolio deserves planning that fits it.
Book a 15-minute intro call. We'll talk about your properties, your goals, and whether we're the right fit.
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