Real Estate Investors
Your K-1 is telling you one story. Your properties are hiding another.
For investors who have never run cost segregation or confirmed REPS. Audit protection included.
Most investors leave dollars trapped in buildings they already own. We surface them property by property.
Audit Protection / Defensible By Design / Limited Engagements
Built For
Investors who have never run cost segregation or confirmed real estate professional status.
Every position documented to be defensible under review.
Engineered, not just filed. Architecture, not after-the-fact compliance.
Pain Mirror
If any of this sounds familiar.
Verbatim statements we hear from real estate investors every week. Read them as a self-recognition scan.
- 01
"I own the properties but I have no idea how much tax I am leaving inside them."
- 02
"I have heard of cost segregation and bonus depreciation, but no one has ever run them on my portfolio."
- 03
"My CPA files the K-1. No one has told me what it should say versus what it does say."
- 04
"I am told I might qualify as a real estate professional, but no one has structured my time to prove it."
The Reframe
We do not replace your CPA.
We add the engineer.
Your CPA records the properties. We engineer them. Cost segregation to accelerate depreciation, real estate professional status to unlock it against active income, 1031 to defer the gain, and an entity stack to hold it all defensibly.
Segmented by portfolio complexity. A few rentals get cost seg and depreciation capture. STR plus 1031 history gets coordinated deferral and material-participation positioning. Syndications and tokenized holdings get multi-entity pass-through engineering.
Mechanics
What is actually on the table.
What your real estate K-1 should tell you. and what yours is hiding.
- 01
Integrated cost segregation studies.
- 02
Bonus depreciation capture across the portfolio.
- 03
Real estate professional status (REPS) qualification.
- 04
1031 exchange sequencing and deferral.
- 05
Entity-stack engineering for syndications and tokenized holdings.
Cost seg, REPS, and 1031 work together as one architecture. or not at all. Results vary. Educational only. Not advice.
Results vary / Educational only / Not advice
The Offer
The $4,500
Tax Analysis.
A forensic review of your structure, designed to identify meaningful annual tax savings. If we do not identify meaningful savings, you receive a full refund of the analysis fee. If we do, your $4,500 credits toward implementation. Refund and "meaningful savings" terms are defined in the written engagement letter.
Aligned incentives. Results vary by facts and circumstances.
Results vary / Educational only / Not advice
Free Masterclass
Want to see the strategy first? Watch the masterclass.
A 45-minute walkthrough of the architecture we use to redesign tax positions for high-earning real estate investors. No pitch. The full mechanics, in plain language.
Live Thursdays at Noon ET / 45 Minutes
Next Step
Ready to see what your structure is actually doing?
We intentionally limit the number of engagements we take on.