Summary: One of the main reasons people are drawn to investing in real estate syndications are the tax benefits. However, there is a lot of mis-information out there about the true nature of these benefits. For example, many investors are led to believe that you can shelter your W2 or 1099 income using the (paper) losses from these syndications. The truth is, you can't. However, that doesn't mean that investing in real estate syndications doesn't come with significant tax benefits. There are actually several VERY significant tax benefits of investing in real estate syndications. In this article, we'll cover the tax benefits and more! (more…)
Many are confused about the difference between STR loopholes and REPS. While both have tax advantages, they are very different. In this episode, we take a deep dive to compare the two. Find out which may be most appropriate for your situation. (Some investors even get both!) Listen Now: Here are some resources if you're interested in learning more about the STR loophole and REPS: Short-Term Rental Tax Loophole Real Estate Professional Status Download our REPS guide today! Have someone who you think should be featured in a future episode? Comment and let us know on our socials! Also, don’t forget to share and leave us a 5-star review on Apple Podcast if you loved this episode! For more DBW, Semi-Retired MD, and content from Leti &…
Summary: Is investing in real estate good? Or is it too risky? If you’ve been thinking about investing in cashflowing rental properties but have been held back by concerns about the risk of losing your money, consider the risk of doing nothing. In this article, we go over these risks and show you why the risk of doing nothing far surpasses the risks of investing in real estate! (more…)
Summary: For seasoned real estate investors, there’s probably nothing more stressful than meeting the 1031 exchange requirements. The timelines are tight and finding a replacement property can pose a significant challenge, especially in a hot market. So what do you do when you’re up against the deadline with zero replacement properties on your list? Do you curl up into a ball, admit defeat and pay the capital gains taxes? No! You have options. One of them is a DST 1031 exchange. (more…)
Summary: One advantage of investing in rentals for cashflow over other forms of investing, is that you often don't pay taxes on the profit. This is one of the greatest benefits of investing in real estate. In this article we will show you how you can still generate profit on your rental property, but show a loss on your tax return. (more…)
Summary: If you haven’t heard, bonus depreciation is being phased-out over the next several years! Whether you’re an experienced investor or a newbie, you’re going to want to know how this is going to impact you as a real estate investor. You might be wondering, does this mean it’s not worth doing a cost segregation study anymore? What about real estate investing in general? In this article we’ll answer these questions and more! (more…)
Summary: What is cost segregation and bonus depreciation? And more importantly, what are the benefits of cost segregation and bonus depreciation? In this article, we will dive into both. When you are a Real Estate Professional or you materially participate in your vacation rental, you gain access to a whole host of tax advantages that are not available to the average tax-paying high-income professional. Cost segregation/bonus depreciation is just one example of that powerful tax advantage. (more…)
Summary: Have you taken advantage of the tax benefits real estate have to offer? If so, then you’re probably familiar with material participation. Material participation refers to the criteria that the IRS uses to determine whether a business endeavor is active or passive. It’s what makes the income from the business either an active or passive source of income. This is especially important in real estate. If you materially participate in real estate, you can use real estate losses to offset your W2 or 1099 income. People often get stuck on what activities qualify as material participation. In this article, I’m going to go over the major categories of real estate activity that count as material participation with a specific focus on vacation rentals. This article comes with a detailed…
Summary: If you’re a high-income earner, you know that taxes are your single biggest expense line item. As soon as you see the amount, you're paid versus the amount that ends up in your bank account, you feel it. You feel it at tax time when you see the five or six figure tax bill. Most assume that there aren’t great options for someone who is working full time. However, you’d be wrong! In this article, we’re going show you the secret for maximizing rental property tax deductions while working full-time. (more…)
Summary: Many real estate investors use limited liability companies (LLCs) to house their investment properties. This post covers the reasons you should consider putting your property in an LLC. We also give an overview of the LLC structure that we use. As well as provide a guide with step-by-step instructions for setting up your LLC structure. (more…)
Our mission at Semi-Retired MD is to help doctors and high-income earners invest in real estate so that they can build lives they love.
By taking our online courses, over 3,000 doctors and high-income earners have started the journey to financial freedom by securing a significant, reliable source of income from real estate investments.