We have a few webinars that cover this topic. You’ll want to talk to your CPA, then set up a 1:1 meeting with one of us to help brainstorm the best path. Usually – not always – we find we can craft a solution that works well for an individual situation.
- NDF offers a share class with a lower preferred return (5% vs 8%) but gets all depreciation.
- A $100K investment might generate $50K or more of passive losses in the first year.
- This may not be enough to offset all your capital gain from your sold property, but we can usually defer a very large percentage of your taxes.
- In essence, it’s the same end result of a 1031 exchange with a lot less work (since you are not a passive vs. active investor).