1031 Exchange & REPS Strategy for Smart Investors

Real Estate TaxStructuring

We work with investors, developers, and high-net-worth individuals to make informed choices about their real estate portfolios. Our structuring services lower tax exposure and improve long-term profitability across property transactions.

Strategic Importance

Why Smart Structuring Matters

Whether you're managing rental properties, selling commercial buildings, or planning to pass down real estate to future generations, having the right real estate tax strategy in place makes all the difference.

Real estate can be one of the most tax-advantaged investment vehicles available—but only when managed strategically.

Strategic Planning
Tax Optimization
1

Tax-Advantaged Investment Vehicle

Real estate is one of the most tax-advantaged investment vehicles available—but only when managed strategically.

2

Avoid Costly Mistakes

Poor structuring or missed opportunities for deferral and deductions can result in avoidable taxes and regulatory issues.

3

Strategic Long-Term Planning

Proper planning maximizes benefits across property acquisition, ownership, and disposition phases.

What We Offer

Strategic guidance across four major areas of real estate tax strategy

1.

1031 Exchange Planning

Defer capital gains by reinvesting proceeds into qualifying properties while satisfying IRS timelines and rules.

Deferring capital gains by reinvesting proceeds into qualifying properties
Satisfying IRS timelines and reinvestment rules
Preventing usual errors that can result in disqualification
2.

Real Estate Professional Status (REPS)

Determine REPS qualification to reclassify passive losses into active ones for greater tax benefits.

Determining if you qualify as a Real Estate Professional for tax purposes
Reclassifying passive losses into active ones for greater tax benefit
Tracking material participation and documentation requirements
3.

Cost Segregation Studies

Accelerate depreciation schedules to free up capital and maximize early-year deductions.

Accelerating depreciation schedules to free up capital
Maximizing deductions in the early years of property ownership
Collaborating with engineers and CPAs for IRS-compliant studies
4.

Entity Structuring for Real Estate

Choose optimal ownership models and coordinate structures with state-specific tax rules.

Choosing the right ownership model: LLC, LP, S-Corp, or trust
Lowering liability and enhancing estate planning
Coordinating ownership structures with state-specific tax rules

Strategic Real Estate Planning

Comprehensive strategies that integrate both short-term gains and long-term targets for optimal results.

Our Service Scope

We provide comprehensive real estate tax structuring designed to maximize your investment returns and minimize tax exposure.

Direct access to senior professionals in real estate tax strategy
Actionable advice custom-tailored to specific investment timelines
Planning that integrates both short-term gains and long-term targets
Strategic guidance across all major real estate tax areas

Insight and precision with valuable foresight for every real estate tax strategy engagement.

Who We Work With

Our real estate tax structuring services are designed for sophisticated investors and property owners

Active Property Investors

Investors actively investing in residential or commercial properties seeking strategic tax advantages.

Property Sellers with Gains

Owners considering property sales with significant gains requiring strategic planning.

Expanding Real Estate Operations

Investors expanding real estate operations through new acquisitions and portfolio growth.

Estate Planning Focused

Owners looking to pass real estate assets efficiently through comprehensive estate planning.

Partner With Richmond Street Advisors

You don't need a cookie-cutter tax plan. You need a partner who understands your investments and designs smart strategies around your specific targets.

Strategic Structuring

Optimal entity structures for liability protection and tax efficiency

1031 Expertise

Expert guidance through complex exchange timelines and requirements

REPS & Cost Segregation

Maximize depreciation benefits and professional status advantages

Richmond Street Advisors brings insight, precision, and valuable foresight to every real estate tax strategy engagement.

1031 Exchange Mastery

Navigate complex IRS timelines and reinvestment rules while avoiding common disqualification errors.

45-day identification periods
180-day exchange completion
Qualified intermediary coordination

REPS Qualification Strategy

Establish Real Estate Professional Status to convert passive losses into active deductions.

Material participation tracking
750+ hour annual requirements
Comprehensive documentation

Build Smarter Real Estate Tax Strategies

Reach out to us today to start establishing a real estate tax strategy that supports your future. We understand your investments and design smart strategies around your specific targets.