Tax Strategy Topics

I. The Fundamentals
A. Entity Selection/ Structure
B. The 5 Taxes
C. Passive Activity Rules
D. How Depreciation Works

II. Real Estate Professional Status
A. How to Qualify as a Real Estate Professional
B. Real Estate Professional Myths

III. Tax Efficient Exit Strategy
A. 1031 Exchange
B. 170 Exchange
C. Deferred Sales Trust
D. Delaware Statutory Trust
E. Opportunity Zones / Funds
F. Planning for Capital Gains Tax

Bonus
A. Cost Segregation Study
B. Paying the Children
C. Recent/Upcoming Tax Law Changes for Real Estate Investors

The Development Process – Zoning & Entitlements
The Planning Department – Roles & Responsibilities - Friend or Foe

I. ZONING
Definition & Purpose
General Plan
Urban Planning
Zoning Ordinances & Types of Zoning
C- Commercial Zones
R – Residential Zones
I – Industrial / Manufacturing Zones
MU- Mixed use Zones
PUD – Planned Use Development Zones

Zoning Maps & General Plan Maps

Development Standards & Building Construction Requirements

Density / Heights / Setbacks / Parking / Use / Etc.

II. Entitlements
Increasing Land Value / The profit Is In The Buy
Adding Value Through The Entitlement Process
Entitlement Process
Submission Process
Applications / Zone Change / General Plan Change
Preliminary Site Plans / Elevations / Landscape Plans / Color & Materials / Circulation / Etc.
3rd Party Reports / Civil Engineering / Traffic / Noise / Air Quality / Environmental / Cultural / Etc.
Community Meetings & Engagement
BONUS - Consultants / Expeditors / Lobbyists ( A Fast Track Process )
Municipal Review Process
Planning Dept Review & Recommendation ( Approval or Non Approval )
Planning Commission ( Approval or Non Approval ) Secondary Commission Review – Cultural Heritage / Architectural / Etc.
City Department Comment & Review ( Public Works, Utilities. Traffic, Fire, Police, Etc. )
Community Review and Public Comment
City Council ( Approval or Non Approval )
Appeal & Re-Submittal if needed / necessary

III. Zoning & Entitlement Process – Case Study
Case Study - A
Case Study - B
Syndication Strategies

What you will learn from this course:
The framework of a real estate syndication, from evaluating the asset to closing out the deal.
Legal guidelines and SEC rules around syndications to make sure you're in compliance with state-specific and federal regulations.
How to see problems and red flags in a deal to help you choose where to put your investments.
All the terminology involved in real estate syndications, allowing you to have informed discussions with other investors.
Detailed discussions on the metrics used to evaluate a multifamily property, so you can understand why certain management choices are made.
Comprehensive analysis of the financials that go into a syndication, enabling you to confidently vet opportunities on your own.

In this course we will cover:

What is a syndication?
How do you and a sponsor vet a deal?
What is the investment structure of a syndication?
What goes into making a successful syndication?
What are the technical financial metrics that professional investors use to analyze a deal?
How do you get into a syndication?
How do you follow a deal’s success?

But that’s not all…

In addition to learning the details of Multifamily Investing, we’re offering our students a free bonus course on creating your money mindset to help you invest with confidence!

The Multifamily Masterclass creates opportunities and builds confidence for educated investors to see through the complexities and evaluate deals with confidence. Investors will understand the thought process of a deal’s sponsor, why certain decisions are made and the consequences of those decisions. Students become empowered in their investment decisions with real world and real time information from industry experts.