In the last episode, we showed you how to unlock tax-free liquidity from your properties. But accessing cash is only half the battle. If you leverage up without a safety net, one market shift could wipe you out. Now, learn how to bulletproof your portfolio before it’s too late. In
We’ve spent the last few episodes talking about “The Exit” – using 1031 exchanges and DSTs to sell without tax. But what if the best move isn’t to sell? What if the best move is to extract your wealth while keeping the asset, using debt as revenue to generate liquidity?
You’ve spent decades building a real estate empire. You have millions in equity. But now, you’re tired. You’re tired of the “Terrible T’s”—Tenants, Toilets, and Trash. You want to retire from real estate, travel, and enjoy your wealth.. But you are trapped by “Golden Handcuffs.” If you sell your portfolio
In previous episodes, we learned how Cost Segregation creates massive “paper losses.” But if you have a high-income W-2 job, the IRS has a nasty surprise for you: the Passive Activity Loss rules. which can block your path to zero tax. They lock those deductions in a box, preventing you
You just closed your biggest deal of the year and you’re celebrating a $100,000 profit. But there’s a “silent partner” waiting at the table to take a $15,300 cut before you even pay income tax. That partner is the Self-Employment Tax Savings, and if you are operating as a standard
Ever wonder how professional investors buy a profitable $2 million apartment building… and legally pay $0 in taxes on its income, while you’re stuck with a tax bill? It’s not magic; it’s a high-level strategy. In this episode of the 5-Minute PRIME Podcast, host Martin Maxwell pulls back the curtain
Did you know that industry data suggests as many as 30% of all 1031 exchanges fail? One simple mistake—missing a deadline by one day or choosing the wrong partner—can cost you six or seven figures in an unexpected tax bill. In Part 2 of our 1031 deep dive in the
Ever wonder why pension funds and ultra-wealthy investors hold onto real estate for decades? They almost never sell. It’s not luck; it’s a strategy their secret is a powerful Tax Deferral Engine. In this episode of 5-Minute PRIME Podcast, host Martin Maxwell pulls back the curtain on Section 1031 of
Did you know that approximately 60% of properties are overvalued for tax purposes, yet less than 5% of property owners appeal their assessments? This oversight costs property owners millions in unnecessary tax payments annually. For those who do appeal, success rates can be significant, with many achieving reductions in their