Superior Tax-Adjusted Returns In Multifamily, With Barrett Linburg

Just as individual investors can use the tax code to boost their returns, savvy real estate developers can maximize returns to their investors by identifying all credits and incentives available to them.

Barrett Linburg joins Michael to discuss how his firm uses a number of different incentives in the Texas multifamily market to generate superior risk-adjusted returns while maintaining low risk profile.

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Episode Highlights

  • Discussion of the 45L tax credit introduced by the Inflation Reduction Act.
  • Overview of the historic tax credits available at both the federal and state level.
  • Summary of Opportunity Zone tax incentives, including a deep dive into the benefits of avoiding depreciation recapture.
  • Analysis of the PFC incentive that is specific to Texas, designed to catalyze investments in affordable housing through property tax abatements.

Episode Resources

Today’s Guest: Barrett Linburg, Savoy Equity Partners

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, CFA
Michael Johnston, CFA

Michael Johnston, CFA is the co-founder and President at WealthChannel, and host of WealthChannel Academy.

Michael previously founded ETF Database, the leading independent authority on exchange-traded fund investing.

Michael's professional experience includes positions in corporate finance and investment banking, as well as entrepreneurial experience as a co-founder and early employee in multiple high growth, venture-backed companies.

Michael graduated from the University of Notre Dame with a degree in Finance. He lives in Oregon with his wife and son.