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For Real Estate Investors

Real estate made you wealthy. Now protect it.

Most advisors see real estate as an alternative asset class. We see it as the engine of your financial life — and we plan around it accordingly.

What We Handle

The planning your current advisor probably isn't doing.

Real estate investors have specific, technical planning needs. We know what they are because we work with them every day.

Depreciation Strategy

Cost segregation, bonus depreciation, recapture planning. These aren't optional conversations — they're the difference between keeping and losing six figures.

1031 Exchanges

45-day identification windows. 180-day closing deadlines. Qualified intermediary selection. Reverse exchange structures. And what happens when your target property falls through on day 40. We’ve coordinated dozens of these — we know where they go wrong.

Entity Structures

LLCs, series LLCs, LPs, land trusts. Every property in your personal name is a lawsuit away from threatening everything else you own. The right structure protects your assets and minimizes taxes. The wrong one creates liability you don’t see until it’s too late.

Passive vs. Active Income

REPS (Real Estate Professional Status), material participation, and how your rental income is classified changes everything about your tax bill.

Self-Directed IRA / Solo 401(k)

Using retirement accounts to invest in real estate. The rules are strict — one prohibited transaction can blow up the entire account’s tax-advantaged status. We help you navigate the structure so you capture the opportunity without triggering a disqualification.

Portfolio Integration

Your real estate isn’t separate from your financial plan — even though most advisors treat it that way. We integrate rental income, equity, leverage, and concentration risk into your total picture. Because 80% of your net worth in one asset class is a plan. It’s just not a complete one.

Our Approach

How we work with real estate investors

We speak your language. No blank stares when you mention cap rates or cost segregation.

We understand cap rates, cash-on-cash returns, and debt service coverage.

We coordinate with your CPA on depreciation and entity strategy.

We build projections that account for rental income, vacancy, and capital expenditures.

We help you decide: buy another property, or diversify into paper assets?

Flat fee — we don't charge more because your portfolio grew.

BiggerPockets Featured Financial Advisor

Featured Financial Advisor on BiggerPockets

BiggerPockets is the largest real estate investing community in the world. We're recognized as a Featured Financial Advisor because we actually understand real estate — not just stocks and bonds.

Questions From Real Estate Investors

Do you manage real estate properties?
No. We don't manage properties, find deals, or act as brokers. We handle the financial planning side — tax strategy, entity structuring, cash flow projections, retirement planning, and investment management for your non-real-estate assets. We work alongside your property manager, CPA, and attorney.
How do you handle the tax side of real estate?
We build proactive tax strategies around your real estate holdings. Depreciation schedules, 1031 exchange planning, REPS qualification, passive activity rules — we model all of it. Then we coordinate directly with your CPA so nothing gets missed at filing time. We don't file taxes. We make sure your tax strategy is intentional, not reactive.
I already have a CPA who specializes in real estate. Why do I need you?
Your CPA handles compliance — filing returns and keeping you legal. We handle strategy — multi-year tax projections, entity optimization, when to sell vs. hold vs. exchange, and how your real estate fits into your broader financial life. The best outcomes happen when a good CPA and a good planner are working together. We make that coordination seamless.
What does your flat fee include for real estate investors?
Everything. Tax strategy, investment management for your non-real-estate portfolio, 1031 exchange coordination, entity structure review, retirement planning, insurance review, and ongoing advice. One fee. No AUM percentage. No extra charges when you close on a new property.
Can you help me decide between buying more real estate and investing in the market?
Yes. This is one of the most important questions we help clients answer. We model both scenarios — including leverage, tax impact, liquidity, concentration risk, and your personal goals. The right answer is different for everyone, and it changes over time. We give you the numbers so you can make the call with confidence.
Do you work with investors who only have a few properties?
Yes. Whether you have two rentals or twenty, the planning needs are real. Entity structure, depreciation strategy, and portfolio integration matter at every scale. Most of our real estate clients have between 3 and 100 properties, but we work with investors at all levels.

Case Study

14 properties. $62K in tax deferral.

REPS qualification, cost segregation, and 1031 coordination — all under one flat fee.

Read the full case study →

Free Download

The RE Investor's Tax Strategy Checklist

16 questions your advisory team should be answering about 1031 exchanges, cost segregation, entity structure, and depreciation. Free PDF — built for investors with 3+ properties.

Get the free checklist

Your portfolio deserves more than a generic financial plan.

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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