Publications

Create Your Own REIT: Capitalizing on the DownREIT Strategy

    A DownREIT is a strategic partnership between a property owner and a Real Estate Investment Trust (REIT), designed to unlock the unique benefits of REIT ownership while maintaining a tailored focus on specific real estate assets. At its core, a DownREIT allows property owners to contribute appreciated real estate to a newly formed partnership in exchange for Operating Partnership (OP) units, providing tax deferral, income generation, and estate planning advantages.
    Unlike an UPREIT, where all contributed properties are pooled into a single umbrella partnership, a DownREIT focuses on individual properties or portfolios, granting property owners more control over their contributions and their legacy. This targeted structure enables a direct connection between the performance of the contributed property and the value of the OP units, creating a clear and measurable link between your portfolio and its benefits.
    For property owners seeking the best of both worlds—maintaining a vested interest in their properties while enjoying the tax efficiencies and liquidity options of a REIT—a DownREIT offers an innovative, flexible, and highly effective solution.

COMING SOON

Sell Your Business Tax Free: Tax-Free Business Sales, Mergers, and Minimizing Taxable Sales

   Selling your business is one of the biggest financial moves you'll ever make—so why give more to the IRS than necessary?

   My upcoming book, Tax-Free & Tax-Advantaged Business Sales: Strategies for Maximizing After-Tax Value, reveals proven, actionable strategies to help business owners sell for the highest after-tax value while keeping more of their hard-earned wealth.

• Unlock the power of Section 1202 QSBS – Sell your business 100% tax-free (up to $10M or 10x your investment).

• Leverage installment sales & trusts – Spread or defer taxes to maximize long-term gains.

• Optimize a taxable sale – Structure your deal to minimize capital gains and ordinary income tax.

• Estate & succession planning strategies – Multiply tax-free exclusions and pass wealth efficiently.

   This isn’t just theory—it’s a step-by-step guide for business owners, investors, and advisors looking to minimize or eliminate taxes on a sale.

    You deserve the most cash from your business sale. Learn how to structure your deal before you sell.

COMING SOON

Trump's 2025 Tax Cuts

   Big tax changes are coming, and savvy investors who prepare now will be positioned to save millions. My upcoming book, Trump’s 2025 Tax Cuts: How to Win from the One Big Beautiful Bill, breaks down the key provisions, potential legislative hurdles, and—most importantly—real, actionable tax strategies to help you maximize the upcoming opportunities.

   Will 100% bonus depreciation return? Will the corporate tax rate drop to 15%? Will the QBI deduction become permanent? More importantly, how can you structure your investments now to take full advantage?

   This book isn’t just theory—it’s a roadmap for high-net-worth investors, real estate professionals, and business owners who want to stay ahead of the tax game. Get ready to learn exactly how to position yourself before these tax cuts go into effect.

• Advanced tax planning strategies

• Real estate investment tax hacks

• Entity structure optimization

• Key legislative updates as they unfold

   Stay ahead of the curve. Sign up now to get early access to exclusive insights before the book is released.