Tax

Real estate fund manager reviewing bonus depreciation strategy 2026

Bonus Depreciation for Real Estate in 2026: What Changed and What It Means for Your Fund

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 […]

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Real estate fund launch financial planning documents and laptop

Starting a Real Estate Fund? Here’s What to Get Right on the Financial Side

If you’re transitioning from syndications to a fund, or launching your first pooled investment vehicle, there’s no shortage of advice about the legal side. Get a securities attorney. File a Reg D. Draft your PPM. All of that matters. But what most first-time fund managers overlook is the financial infrastructure. And that’s where things break

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California residents own out-of-state real estate

California Residents Owning Out-of-State Real Estate Through an LLC: What You Must Know

California Residents Owning Out-of-State Real Estate Through an LLC. Do we pay taxes in California? We get asked this question all the time. They form LLCs in other states.They invest where numbers make sense.They manage everything from California. Then confusion starts. Do I owe California tax if the property sits out of state? Does my

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Real Estate Investor Tax Checklist

Real Estate Investor Tax Checklist: What to Gather Before Filing

Most real estate investors don’t overpay taxes because the rules are unfair. They overpay because they miss deductions, misclassify income, or lack clean records. That adds up fast. We routinely see investors leave thousands of dollars on the table every year – not because they did anything wrong, but because they didn’t know what to

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The Most Common Tax Mistakes Real Estate Investors Make - and How to Avoid Them

The Most Common Tax Mistakes Real Estate Investors Make And How to Avoid Them

Real estate investing offers some of the best tax benefits in the entire tax code. But here’s the truth: most investors don’t take full advantage of them. Not because they’re lazy – but because the tax rules can get confusing fast, especially when you own multiple properties or use different ownership structures. If you want

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