Real estate tax strategy, in plain English.

Could virtual assistants revolutionize your real estate business? Join us on the Storage Investor Show as we chat with Sean Graham, Founder of Maven Cost Segregation, Maven Equities, and Maven Success. Sean demystifies the role virtual assistants (VAs) can play in real estate, far beyond mere administrative work. He shares his insights on how VAs can handle project management, engineering, and even sales, proving invaluable for startups and scaling businesses. Sean shares cost-effective strategies to leverage these skilled professionals to streamline your operations and focus on what truly matters. You don't want to miss this exclusive episode!

Thaddeus Campbell brings a diverse background to the Safe Storage USA team. A graduate of Tufts University (BA History/English) and Syracuse University (MS Communications), he began his professional career as a successful Television Anchor. Figuring out quickly that career would keep him far from his family, he left to join his father’s business in Chemical Sales. Using the skills from his television career he quickly found himself building lasting relationships with many manufacturers in the Northeast. Meeting with the CPA and cofounder of Maven who continues to manage his own portfolio of residential rental properties while also investing in and developing self-storage facilities. Check out what interesting things these two brilliant minds bring into this unique conversation!

Kerry Lutz and Sean Graham discussed the investment landscape, with a focus on self-storage opportunities amidst market volatility. Sean emphasized the importance of networking and underwriting deals, highlighting the simplicity and benefits of self-storage as an asset class. They also discussed the different cap rates for various types of self-storage facilities and Sean's approach to managing them, including the use of overseas teams. Additionally, Sean shared insights on cost segregation studies and their benefits for real estate owners and operators, particularly in the context of self-storage investments. The conversation also covered the tax benefits associated with depreciation in real estate, including the strategic use of accelerated depreciation to minimize tax liabilities for property owners. They discussed the distinction between passive and active income and how depreciation can be leveraged to offset both types of income. The potential impact of the Trump tax cut reinstatement on real estate investors was also raised, indicating the significance of tax policies in the real estate market. The meeting concluded with gratitude and arrangements for sharing a link for discounted cost segregation studies through Sean's company.

In this episode of DeRosa Insiders LIVE, host Matt Faircloth dives into the world of real estate investing, multifamily markets, and tax advantages. Matt shares valuable insights on the current state of multifamily pricing, including a significant 8.4% market drop and why now might be the time to jump in. He offers advice for making smart offers in a shifting market and highlights why real estate remains a powerful wealth-building tool. Joining the conversation is special guest Sean Graham from Maven Cost Segregation, who breaks down the importance of cost segregation studies and how they can help real estate investors legally minimize their tax burden. Sean explains how cost segregation allows investors to front-load depreciation, leading to significant tax savings, and offers tips for navigating the tax benefits of real estate. Whether you're an experienced investor or just getting started, this episode is packed with practical advice for leveraging the tax advantages of real estate and capitalizing on market shifts. Be sure to join the DeRosa Insiders community on Facebook for more insights and free real estate education. Stay tuned for Matt’s tips on making offers, choosing the right market, and tapping into valuable tax strategies!

Are you leveraging every financial advantage in your self-storage business? In this episode, Scott Meyers, the original SELF-STORAGE EXPERT, welcomes back Sean Graham to discuss the benefits of cost segregation for real estate investors, particularly those in the self-storage sector. Sean, a CPA with extensive experience in real estate and cost segregation, explains how this strategy can significantly accelerate depreciation, providing substantial tax benefits by front-loading expenses. They cover the financial implications, the potential savings, and the practical application of cost segregation studies, emphasizing the value of understanding and utilizing these financial tools. The conversation also touches on the efficiency of using virtual assistants for property management and other business operations, highlighting the cost-effective solutions available for real estate professionals.