Tax Strategies
Summary
Our real estate tax strategies are designed to help investors and their advisors evaluate opportunities within the Internal Revenue Code that may align with ownership, timing, and reinvestment goals.
Through a coordinated review of depreciation, deferral, and contribution options, we assist in implementing approaches intended to promote tax efficiency.
Our Solutions
Depreciation Strategies
We help investors evaluate cost segregation and accelerated depreciation opportunities intended to enhance cash flow and improve overall tax efficiency from income-producing real estate.
§1031 Exchanges
We assist property owners in structuring like-kind exchanges designed to defer recognition of capital gains while maintaining investment continuity in qualifying real estate assets.
§721 Contributions
We help investors contribute appreciated real estate to REIT operating partnerships through §721 UPREIT structures intended to maintain tax deferral and provide diversification within a larger portfolio.
Opportunity Zone Investments
We coordinate with investors and their professional advisors to evaluate qualified Opportunity Zone projects that may offer capital gain deferral or potential exclusion benefits under applicable tax regulations.
The NAI Legacy Way
Getting Started is Easy
01
Discover
We uncover each client’s goals, assets, and objectives to establish a clear foundation for strategic
real estate planning.
02
Design
We coordinate with your trusted tax, legal, and financial professionals and our team to design a
customized strategy.
03
Implement
We manage the implementation of selected strategies with all parties involved according to our
design.
04
Manage
We provide ongoing oversight and guidance to ensure structures remain effective and aligned with the client’s evolving objectives.