top of page

Real Estate

Real Estate is the most proven asset class in the world. It is also one of the most tax-friendly asset classes. This investment space is generally associated with equity growth.

Tax Info

- Depreciation (tax benefit that can often eliminate most taxes related to the investment)

- Limited partners (passive investors) get to take part in tax benefits associated with the project

- Tax benefits can be used to help address other passive income (not active/W-2/ordinary income). See Energy category. 

ROI

- Characterized by equity growth

- Generally includes moderate cash flow

- Passive Investment

- Hedge against inflation (when inflation increases, the value of  Real Estate generally increases as well). This is not the case with most conventional markets (stocks/bonds). 

- Diversification (see note above)

- Can invest with 401K/qualified funds

- Historically stable

​

​

​

bottom of page