The “short-term rental tax loophole” has become one of the most talked-about tax strategies in real estate. Social media is full of investors claiming they saved $100,000 on their taxes by buying an Airbnb. Some of those claims are real. A lot of them are leaving out the fine print. Here’s what we see as
The Short-Term Rental Tax Loophole: How It Works and Who It’s Really For Read More »
If you own rental property, you’re paying more tax than you need to. That’s not a guess. It’s what we see almost every time a new client brings us their prior year returns. The tax code is built with specific benefits for real estate investors. Depreciation, cost segregation, bonus depreciation, 1031 exchanges, real estate professional
7 Ways to Legally Reduce Taxes on Your Rental Income Read More »
You’ve hired the attorney. The PPM is drafted. The LPA is signed. You’re about to start raising capital. Now someone asks: “Who’s handling the accounting?” If the answer is “we’ll figure it out after the first close,” you’re already behind. The accounting setup needs to happen before your first capital call, not after. Every dollar
How to Set Up Accounting for Your Real Estate Fund From Day One Read More »
Real estate professional status (REPS) is the most powerful tax classification available to real estate investors. If you qualify, you can deduct rental losses against your W-2 income, business income, and virtually any other income you have. No passive activity limits. No $25,000 cap. It’s also the most misunderstood and most aggressively audited tax strategy
Real Estate Professional Status: How to Qualify and Why It Matters for Your Taxes Read More »
Every fund manager asks us this question: “What’s the best accounting software for my fund?” The honest answer? There’s no single platform that does everything a real estate fund needs. And the question itself is usually the wrong question, because most GPs are actually asking about two completely different problems without realizing it. Problem one:
Best Accounting Software for Real Estate Funds in 2026 Read More »
When GPs ask us, “What’s the best entity structure for a real estate fund?” they usually mean the fund entity itself. Should it be an LLC or a limited partnership? That’s the wrong question. Or at least, it’s an incomplete one. Your fund isn’t one entity. It’s a stack of entities, and each one serves
Best Entity Structure for a Real Estate Fund: LP, LLC, or Something Else? Read More »
Your chart of accounts is the skeleton of your fund’s financial system. Every transaction, every report, every K-1 traces back to how your accounts are set up. Get it right, and your books are clean, your reports are accurate, and your CPA’s life is easier. Get it wrong, and you’ll spend the next two years
Building a Chart of Accounts for Your Real Estate Fund Read More »
Cost segregation is one of those strategies that every real estate fund manager has heard about, but few fully understand at the fund level. Most of the content online explains it for individual investors. Buy a rental property, run a cost seg study, take a big first-year deduction. At the fund level, it’s more nuanced.
Cost Segregation for Real Estate Funds: When It Makes Sense and How It Works Read More »
Real estate fund accounting is not the same as property-level bookkeeping. If you’ve been managing individual rentals or syndications and you’re stepping into a fund structure, the accounting requirements change significantly. It’s not just “more” accounting. It’s a fundamentally different discipline. You’re tracking capital across multiple entities, allocating income through a waterfall, maintaining individual investor
Real Estate Fund Accounting: A Complete Guide for Fund Managers Read More »
If you manage a real estate fund, you already know that depreciation is one of the most powerful tax tools available to your investors. What you might not fully appreciate is how dramatically the rules just changed, and what that means for how you acquire, hold, and communicate the tax benefits of your fund. The
Bonus Depreciation for Real Estate in 2026: What Changed and What It Means for Your Fund Read More »