We maximize the value in your industrial real estate transactions

Cost Segregation Gets a Boost from the OBBB

Combine it with 100% Bonus Depreciation for massive up-front tax savings

We are doing our best to bring you timely and accurate updates on all aspects of the new law as the IRS reviews the legislation and drafts rules and regulations for taxpayers to follow. Until that is done, though, we have only the verbiage in the legislation itself to use as a guide. We can, however, get pretty close and at least provide you with enough information to seek counsel from your financial advisors on how the various aspects of the law might affect you. We would rather get everything to you as quickly as possible and risk being slightly off target, so you are ready to take action as soon as there’s a clear set of rules to follow.



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The Ol’ 1031 Exchange into the Dream Home Trick

The Ol’ 1031 Exchange into the Dream Home Trick

Just follow the Safe Harbor Guidelines to convert the equity in your building into your Home Sweet Home

For those who’ve been around for a while, this headline might remind you of Maxwell Smart delivering one of his classic lines from the 1960s series, Get Smart. Hilarious humor from the minds of Buck Henry and Mel Brooks that is just as funny today as it was then. But, unlike that comedy series, our headline is not a joke. In fact, it refers to a little known IRS regulation that allows you to exchange your highly appreciated industrial building into your retirement dream home, fully tax-deferred.



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Alternate Disposition Strategies

The Strategic Path From Equity To Income

Cashing out is just one of many options to consider

Last week we took a look at a disposition scenario for a highly-appreciated owner/user building in Anaheim. Our example mirrors the favorable situation that thousands of business owners find themselves in after an outsized run-up in property values from 2011 to late 2022. Though values have slipped a bit since then, the numbers are still mind-boggling. Who could have imagined their building’s value quadrupling in 11 years? Certainly not us, as our decades of experience just wouldn’t allow it.



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