Real Estate Investors
Your K-1 is telling you one story. Your properties are hiding another.
Prosperity Tax Advisors helps real estate investors find tax dollars that may be trapped inside properties they already own. We review your portfolio for cost segregation opportunities, real estate professional status, 1031 exchange timing, and entity structure, then document the positions so they hold up under review. A K-1 alone will not show you this.
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.
Last updated:
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 financial 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
Frequently asked questions
How does a tax strategist help real estate investors?
A tax strategist reviews your properties for depreciation and classification opportunities that a standard tax filing may not surface, like cost segregation or real estate professional status. The strategist also looks at how 1031 exchanges and entity structure fit together across your portfolio. What applies depends on the number, type, and history of your properties.
What does proactive tax planning look like for a real estate investor?
Proactive planning means looking at depreciation, classification, and entity structure across your whole portfolio instead of one property at a time. It can include running a cost segregation study, confirming whether you qualify for real estate professional status, and sequencing any 1031 exchanges. Results depend on your specific properties, income, and time spent on real estate activities.
What is real estate professional status and why does it matter?
Real estate professional status is a tax classification that can change how rental losses are treated against other income, but it requires meeting specific time and participation tests. Qualifying is not automatic and depends on documenting your actual hours and activities. Whether you qualify and how it would affect your return depends on your individual situation.
Next Step
Ready to see what your structure is actually doing?
We intentionally limit the number of engagements we take on.