Structuring for Tax Efficiency in Today's Market
For a real estate owner facing a sale, a maturing exchange, or a major liquidity event, the question is rarely whether tax-efficient structures exist. It is which structure fits the plan, and which ones only look attractive until you read the fine print. This guide walks through the tools driving value in today's market, and the discipline that separates a sound decision from an expensive one.
In this eBook, you'll learn:
- How cost segregation and permanent 100% bonus depreciation reset the baseline for every deal
- The four core structures side by side: the 1031 Exchange, the Delaware Statutory Trust, the 721 UPREIT, and the Qualified Opportunity Fund
- What a 721 UPREIT actually commits you to, and the investor it genuinely suits
- How Opportunity Zones change for investments made after 2026
- A six-point framework for evaluating any tax-advantaged offering
