You’re building real wealth in property. We plan around you.
Depreciation and cost segregation. 1031 timing. The real-estate-professional rules. How each property fits the bigger picture you’re building. We work all of it with you, all year, and keep it lined up with the people who help you buy, lend, and close.
What we see
Before any advice, we read the whole picture. Your properties, your entity structure, your goals, and years of record. Then we name what’s actually there. A few of the things we routinely turn up in a portfolio:
Cost segregation timing
What this is. A cost-segregation study reclassifies parts of a property onto shorter depreciation schedules, pulling deductions forward, but the timing only pays under certain income and hold-period shapes.
Why it comes up. Plenty of recently bought properties are still depreciating on the slow, standard line.
REPS & material participation
What this is. Qualifying as a real estate professional can free up passive losses against your other income, but the hours and material-participation tests are strict, and the log has to survive scrutiny.
Why it comes up. If you manage a growing portfolio alongside a W-2 household, the documentation rarely keeps up.
1031 exchange timing
What this is. A 1031 exchange defers the gain when you roll into a like-kind property, on a tight, unforgiving clock.
Why it comes up. If you’re weighing a sale on something that’s appreciated, the timing decides what you keep.
How we plan
We build the plan around your portfolio and your life, what to do, in what order, and which version fits your cash and how much change you want at once. There’s usually more than one good way. We show you the trade-offs; you choose.
Working with your other professionals
You’ve probably already got a lender, maybe a 1031 intermediary, a cost-seg engineer, an attorney. We coordinate with them directly, so the financing, the exchange, and the tax plan line up. You’re never the one relaying messages between everyone.
Nothing leaves our hands without your say-so.
Where things stand, all year
Once the plan’s in motion, you can see where everything is, what’s done, what’s underway, what’s next, without re-explaining your portfolio every spring. The work builds on itself instead of starting over.
Tell us how you got here.
Reach out and we’ll talk through where you are and where you’re headed. We get to know your portfolio along the way, but the real work is about you. We help what you’ve built keep growing without changing who you are. The Gnomon Diagnostic is where it starts.