Tax Benefits Of Private Equity Real Estate, With Andy Hagans

Beyond the potential returns, real estate offers numerous ways for investors to enhance the tax efficiency of their portfolios.

Andy Hagans joins Michael to discuss the three primary tax benefits of investing in real estate as an LP and provide a framework for completing diligence on potential investments.

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Episode Highlights

  • How limited partners (LPs) should think of the potential tax savings when evaluating a real estate opportunity.
  • Rules of thumb around how depreciation is passed through to investors.
  • When investors can expect to receive a tax free distribution from their real estate investment.
  • Strategies for deferring and ultimately eliminating capital gains taxes upon a successful exist from a real estate investment.

Today’s Guest: Andy Hagans

About The Tax Efficient Investor Podcast

On the Tax Efficient Investor podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies that are favored by the most successful and sophisticated investors, including 1031 exchanges, IRA & 401k plans, HSA accounts, trusts, real estate, and more.

Michael Johnston
Michael Johnston

Michael is the President at WealthChannel and the host of the Tax Efficient Investor podcast.