PORTFOLIO OVERVIEW

Saving money on tax is important, but the real magic happens once you start re-investing those tax savings into tax advantaged deals.

That's what produces a graph like this:

In general, there are two categories of investments you should be looking at...

Depreciation Deals:

  • W2 earners should invest in energy, machinery, or RV park deals that allow them to be a general partner (GP) in the first year in order to claim accelerated bonus depreciation.

  • If you are a Real Estate Professional, you can access bonus depreciation from multi-family and commercial investments.

Cashflow Deals:

  • These deals don't offer tax benefits, but can kick off so much income that they outperform the tax savings. Investments in this category include things like self-storage and algorithmic trading.

  • You can invest in cashflow deals through a tax shelter, such as a Private Foundation, to get the initial tax savings as well as tax advantaged portfolio growth.

There are tons of deal types, but the top asset classes include real estate, syndications in energy or machinery, and algorithmic trading.

PORTFOLIO STRATEGIES

INVESTMENTS OVERVIEW

Learn the basics of how to think through different types of investments.

REAL ESTATE INVESTING

Owning property is one of the oldest and best known strategies in the game.

NOTE INVESTING

Be the bank and start lending money to investors with notes and tax liens.

DUE DILIGENCE

How to analyze investment opportunities so you can choose the right asset.

MULTI-FAMILY

Apartments are one of the best asset classes and a common syndication offering.

ASSISTED LIVING

As the Baby Boomers continue to age, assisting living facilities are on the rise.

RV PARKS

If you invest as a GP, you can get bonus depreciation and you own real estate.

1031 EXCHANGE

You can roll real estate gains over into property purchases instead of paying tax.

CARBON CREDITS

Green energy is here to stay and you may want to learn about the carbon economy.