Vertical · Real Estate Investor
Real Estate Investor Planning
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
What this vertical covers
- 1031 like-kind-exchange timing and identification-rule planning
- Cost-segregation study analysis for accelerated depreciation
- Opportunity-zone investment analysis (deferral + step-up + 10-year exclusion)
- Passive-activity-loss limitation modeling under §469
- LLC, S-corp, and partnership-structure planning for rental portfolios
Recent real estate investor writing
1031 Exchange: 45-Day and 180-Day Deadlines
Critical timing rules and how Qualified Intermediaries handle the proceeds in between.
Cost Segregation Study: When the Math Works
How to accelerate depreciation on commercial and residential rental properties.
Opportunity Zones 2026: Defer + Step-Up
OZ deferral, 10-year exclusion, and the basis-step-up timeline through 2026.
Passive Activity Loss Limitations Section 469
Why most landlords can't deduct losses against W-2 income, and the real-estate-pro exception.
Rental LLC vs S-Corp vs Personal Title
Entity-choice for rental real estate: liability, taxes, and 1031 mechanics.
Real Estate Investor by metro
City-specific guidance — federal rules layered with state-tax and local-economy patterns that materially change planning outcomes.