Terms Starting with T
125 terms
Tax Basis
Tax Basis is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of tax optimization deals.
Tax Bomb
A tax bomb is the substantial tax liability triggered when selling a rental property that has accumulated years of depreciation deductions — because the IRS requires you to "recapture" those deductions at a 25% tax rate, on top of capital gains taxes.
Tax Bracket
Tax Bracket is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of tax optimization deals.
Tax Bracket Planning
Tax Bracket Planning is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of tax optimization deals.
Tax Deduction
Tax Deduction is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of tax optimization deals.
Tax Deeds
A tax deed is the ownership document you get when you buy a property at a county tax sale. The county sells the property (not just a lien) to recover unpaid taxes.
Tax Deferral
Tax Deferral is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of tax optimization deals.
Tax Deferral Engine
A tax deferral engine is a systematic approach combining depreciation deductions, 1031 exchanges, and cash-out refinancing to defer capital gains taxes indefinitely — potentially eliminating them entirely through a stepped-up basis at death.
Tax Extension
Tax Extension is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of tax optimization deals.
Tax Increment Financing (TIF)
Tax Increment Financing (TIF) is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of market research location analysis deals.
Tax Lien Auction
Tax Lien Auction is a deal evaluation concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of market research location analysis deals.
Tax Lien Auction Strategy
A tax lien auction strategy involves purchasing certificates at county auctions for unpaid property taxes, earning interest rates of 8-36% when property owners redeem their taxes, with the underlying real estate serving as collateral.
Tax Liens
A tax lien is a claim the government places on a property when the owner doesn't pay property taxes. Investors can buy the lien and earn interest when the owner pays up—or potentially acquire the property if they don't.
Tax Loss Carryforward
Tax loss carryforward is the rule that lets unused tax losses—from rental real estate or other passive activities—carry to future years to offset income when you sell the property or have passive income.
Tax Loss Harvesting
Tax Loss Harvesting is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of tax optimization deals.
Tax Planning Calendar
A tax planning calendar maps every critical tax deadline, strategy window, and filing requirement throughout the year that real estate investors must track — from quarterly estimated payments to cost segregation timing, year-end purchases, and 1031 exchange planning.
Tax Shelter
Tax Shelter is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of real estate investing deals.
Tax-Advantaged Exit
A tax-advantaged exit is any property disposition strategy that minimizes or eliminates capital gains and depreciation recapture taxes — including 1031 exchanges, installment sales, opportunity zone reinvestment, charitable remainder trusts, and the stepped-up basis at death.
Tax-Efficient Investing
Tax-Efficient Investing is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of real estate investing deals.
Tax-Free Debt Strategy
The tax-free debt strategy extracts wealth from rental properties through cash-out refinancing rather than selling — because loan proceeds are not taxable income, allowing investors to access equity without triggering capital gains taxes.
Tax-Free Exchange
Tax-Free Exchange is a tax strategy concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of tax optimization deals.
Ten Year Portfolio Plan
A ten year portfolio plan is a structured roadmap that maps out acquisition targets, financing strategies, and cash flow milestones for building a real estate portfolio over a decade, typically progressing from initial purchases to financial independence.
Tenant Communication
Tenant Communication is a property management concept that describes a specific aspect of how real estate transactions, analysis, or operations work in the context of property management deals.
Tenant Communication Log
A tenant communication log is a chronological record of all interactions between a landlord (or property manager) and a tenant—including maintenance requests, complaints, notices, lease discussions, and informal conversations—maintained for legal protection and operational consistency.