Cost segregation study basics | What it is, benefits, and how to start

Key Takeaways Cost segregation study fundamentals teach you how to reallocate building elements to accelerate depreciation timelines and boost upfront tax write-offs. The technique divides structural components from personal property, frequently reducing depreciation timelines from 39 years to 5, 7, or 15 years. Common benefits are increased cash flow and reduced tax burden in the […]

What to Know about Opportunity Zone Re-designations, 2025 Tax Changes, and New Reporting Requirements

Key Takeaways Opportunity zones 2025 updates include federal rule changes and guidance updates that impact tax benefits for projects in low-income communities. The opportunity zones 2025 updates clarify timelines, eligible property rules, and reporting requirements. They provide new safe harbors for partially completed projects. Investors and fund managers can use the guidance to plan deferral […]

Risk Parity Portfolios for Alternative Investments

Key Takeaways It’s called a risk parity portfolio for alts because it distributes risk evenly across a basket of alternative assets. It equalizes exposure to private equity, real estate, commodities, hedge strategies, and credit by scaling positions to volatility and correlations. The approach seeks steadier returns and less drawdowns than concentrated wagers. The subsequent sections […]

1031 Exchange Alternative DST vs. Delaware Statutory Trusts for Passive Investing

Key Takeaways A 1031 exchange alternatives dst is a passive real estate investment solution that allows investors to defer capital gains tax by putting proceeds into a Delaware Statutory Trust. These trusts own commercial real estate managed by a sponsor, provide fractional ownership and demand less time than managing properties directly. Investors receive exposure to […]

Real Estate Professional Status Shortcut: Qualify Faster for REPS

Key Takeaways About real estate professional status shortcut is tips and tricks to satisfy IRS guidelines for identifying rental owners as professionals for tax benefits. It details time and material tests and typical routes people take to satisfy the 750 hours and material participation. The guide contrasts recordkeeping, grouping rules, and practical steps that can […]

Pre-IPO Investing for Accredited Investors: Risks, Rewards & How to Get In

Key Takeaways Pre-IPO investing for accredited investors is the practice of buying shares in private companies before they list on public markets. It offers access to early-stage ownership, potential high returns, and tax-advantaged long-term gains while carrying liquidity and valuation risks. Typical paths include venture rounds, secondary markets, and equity crowdfunding reserved for accredited status. […]

Gold vs. Bitcoin: Which Is the Better Inflation Hedge?

Key Takeaways Gold versus Bitcoin as an inflation hedge solves which asset retains value as prices increase. Gold is a physical metal with hundreds of years of being used as a store of value and low daily volatility. Bitcoin is a digital asset with a limited supply and greater short-term volatility. Both provide inflation hedges […]