US household real estate assets vs. corporate equities & mutual funds
Real estate investors LOVE equity… but are you paying attention to liquidity? This chart shows something wild: for the first time in history, U.S. household wealth in real estate just eclipsed stocks and mutual funds. But here's the kicker…Real estate wins in appreciation. But it loses in tax efficiency if you don’t have the right plan. I work with investors every day who have millions in property… and still overpay the IRS by five or six figures. Why? Because they didn’t know what strategies were available.
Cost segregation
Passive losses
1031 exchanges
Tax-free refinance strategies
If your real estate is making you money but you’re losing sleep come tax season — let’s fix that. Contact me with “TAX STRATEGY” and I’ll send you the 5 biggest tax mistakes I see real estate investors make (and how to avoid them).
Bill Hampton
Click https://HamptonTaxandFinancialappointments.as.me/ to schedule a consultation.
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