Multifamily investments offer powerful tax advantages through accelerated depreciation, cost segregation, and bonus depreciation—allowing you to offset a portion of your passive income and even active income in some cases. Many of our investors receive paper losses in the first few years despite receiving positive cash flow.

Cost segregation is a strategic tax planning tool that breaks down a property’s components into shorter depreciation schedules (e.g., 5, 7, or 15 years) instead of the standard 27.5 years. This front-loads depreciation, enabling you to write off a significant portion of your investment in the early years. It’s especially valuable for high earners seeking to reduce current-year tax liability.

In most cases, depreciation losses from syndications are considered passive losses, which can offset passive gains. However, if you or your spouse qualify as a real estate professional (REP) under IRS rules, those losses may offset active income. We recommend consulting your CPA for how this applies to your situation.

We partner with CPAs and cost segregation experts from the outset. Our acquisitions are structured to: 

• Execute cost segregation studies early

•  Leverage bonus depreciation (especially under the current phase-down schedule)

•  Distribute depreciation allocations proportionally to LPs 

• Optimize refinancing or disposition timelines for tax planning

You’ll receive a Schedule K-1 from our entity each year showing your share of income, losses, and depreciation. This is standard for LLC or LP structures and is typically delivered by March. The K-1 allows your CPA to apply your passive losses or gains accordingly.

You’ll receive a Schedule K-1 from our entity each year showing your share of income, losses, and depreciation. This is standard for LLC or LP structures and is typically delivered by March. The K-1 allows your CPA to apply your passive losses or gains accordingly.

Our investors typically see 8–10% annualized cash-on-cash returns and 15–18% total IRR over a 5-year hold. However, with depreciation, the after-tax equivalent return can be significantly higher, depending on your tax bracket. In many cases, early-year distributions are tax-deferred or even tax-free due to paper losses.

Yes. Many of our investors use LLCs, trusts, self-directed IRAs, or Solo 401(k)s. We coordinate with your legal or financial advisors to ensure a smooth and compliant investment process.

Multifamily syndications are illiquid investments with typical hold periods of 3–7 years. Your capital is backed by a hard real estate asset with conservative leverage (typically 65–70% LTV), cash-flowing operations, and risk-mitigating reserves. Unlike stocks, you’re not subject to daily volatility—and you’re first in line after the bank in terms of equity.

CBRE (prominent commercial real estate lender) says returns are stronger in real estate over time.  

Plus you get significant tax advantages, as well as regular rental distribution income.  

After 10 years:

- Stocks (10% avg return) → $1.75M- Real estate syndications (16% avg return) → $2.47M Same money. Same effort. $720,000 difference. The thing is - Most people don’t even know syndications are an option, or that they can own apartment buildings for income and appreciation without being an active investor.  They’ve never heard of passive investing in apartments.

They think real estate means being a landlord or flipping houses. It’s not their fault. It’s just a lack of exposure.

And lack of education keeps people trapped in limited choices. Many used to think stocks were the only smart, passive way to grow their wealth. Now many see them as just one tool in the toolbox. There is no one size fits all strategy, but knowing your options makes a world of a difference. What’s one wealth-building strategy you wish someone taught you earlier? 

P.S.- I would be glad to send you a free calculator so you can compare any 3 investments to help you make the right decision. I will put a link near this question on the website or request it via our contact form and we'll send it right out to you.

We serve professionals like you—high earners seeking tax relief and true passive income. Our approach includes: 

• Tax-forward deal structures 

• Hands-on asset management for NOI growth 

• Transparent reporting and CPA coordination 

• Investor-first communication

  We don’t just grow wealth—we protect and compound it.

As a partner in the LLC that purchases the properties, you will receive a K-1. A K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.

An accredited investor, in the context of a natural person, includes anyone who:

• Earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR

• Has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

• Any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or

• Any entity in which all of the equity owners are accredited investors.

In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

Distributions are planned quarterly.

A Sophisticated Investor doesn’t meet the requirements of an Accredited Investor but they have investor experience. This could mean the person believes they have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

Investor funds are used for the total acquisition cost of the property. This includes, but is not limited to, the down payment for the actual purchase of the property, acquisition fees, legal and transaction costs, capital improvements, and reserves.

Absolutely! Investors are allowed to visit the property before investing and during the life of the project. If you provide sufficient notice, we will personally be there to show you around and answer any questions.