Stop Giving Away Your Profits: Tax Strategies Every REI Should Know

Selling an investment property can create a great return.

Owning real estate can create income.

But how much of that money are you actually keeping?

For real estate investors, taxes are not something to think about only when April arrives. The decisions you make when you buy, own, improve, depreciate, and sell a property can affect how much capital stays available for the next investment.

That’s why this month’s GRID Knoxville Investors Mastermind is expanding beyond one strategy.

Stop Overpaying Taxes: Real Estate Strategies to Keep More of What You Earn

We’re bringing together two professionals who work with real estate investors on different sides of the tax-planning conversation.

Laura Huckaby of Old Republic Exchange Company brings more than 20 years of experience facilitating thousands of 1031 exchanges, including delayed, reverse, and improvement exchanges.

She’ll help us understand how a properly structured 1031 like-kind exchange may allow qualifying investors to defer recognition of gain when exchanging business or investment real estate for other qualifying real property.

Joining as well is Erich Feierabend of CSSI, who works with property owners and investors on cost segregation and accelerated depreciation strategies designed to identify building components that may qualify for shorter depreciation schedules. Erich brings more than 25 years of experience across commercial real estate, finance, investment, development, and tax consulting.

Together, we’ll dig into questions real estate investors should be asking long before tax season:

What actually qualifies for a 1031 exchange?
What is the difference between tax deferral and tax elimination?
Why do the 45-day identification and 180-day exchange timelines matter?
What role does a Qualified Intermediary play?
What happens if you receive cash or other non-like-kind property in an exchange?
What is cost segregation?
How can certain building components potentially be depreciated over shorter recovery periods?
When can a cost segregation study make sense?
Can an investor look back at a property purchased in a prior year?
How do depreciation and tax planning affect cash flow and future acquisitions?
What should investors be discussing with their CPA or tax advisor before they buy, improve, refinance, or sell?

Under current federal law, Section 1031 generally applies to qualifying real property held for investment or productive use in a trade or business, and property held primarily for sale does not qualify.

The point of this conversation is not to chase loopholes.
It’s to understand the strategies that already exist, know when they may apply, and learn what questions to ask the professionals helping you structure your investments.
Whether you own one rental, are preparing to sell an appreciated property, are buying commercial real estate, or are building a portfolio, understanding taxes earlier can help you make more informed decisions with your capital.

The best time to think about your tax strategy is before the transaction happens.

Doors and networking kick off at 6:00 PM, with content beginning at 6:30 PM.

Come for the training, stay for the networking.

This event is for educational purposes only and does not constitute tax, legal, accounting, financial, or investment advice. Tax treatment depends on individual circumstances. Consult your own qualified tax and legal professionals before making decisions.
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