Month: July 2023

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Reviewing a Syndication Business Plan – Does it make sense to invest?

As you gain experience looking at multifamily syndication business plans, you will find some underlying items in common with each business plan you review. These are things like how returns are generated, preferred rates of return (if any), predicted profits at sale, use of funds, as well as overall plan of things to improve in order to force the value of the property higher. There are also reg flags to look out for.

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Opportunity Zones – How to Defer or Eliminate Capital Gains

One of the newest sets of tax rules available to us is the inducements around opportunity zones, calling for us to re-invest our unrealized capital gains into projects that help local communities. The US Government has established certain areas of the US that it wants to improve, and has implemented tax incentives to investors to help out by financially stimulating those areas. By participating in opportunity zone investment opportunities, we can defer and sometimes eliminate taxes on capital gains.

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