Real Estate & 1031 Alternatives
Active and passive real estate investors who need smarter timing, depreciation, or exit planning. Useful when a 1031 is not ideal or the clock is tight.
Who This Is For
Active and passive real estate investors who need smarter timing, depreciation, or exit planning when a 1031 exchange is not ideal or the clock is tight.
Typical Pain Points
Common challenges real estate investors face and how our strategies provide solutions.
Suboptimal Depreciation Schedules
Not fully optimized for maximum tax benefit
1031 Timing Risk
Replacement property fatigue or tight deadlines
Capital Gains Without Shelter
Asset sales without a comprehensive tax plan
Complex Partnership Basis
754 considerations and basis adjustments
How We Help
Comprehensive strategies that optimize your real estate investments for maximum tax efficiency.
Cost Segregation & Bonus Depreciation
Accelerate depreciation and maximize current-year deductions
1031, DST, or Charitable Alternatives
When a swap is not the right fit or timing is challenging
Partnership Basis Adjustments
754 election analysis and basis optimization
Passive Activity Rules Review
Grouping strategies and carryforward orchestration
What You Can Expect
Clear analysis and actionable strategies tailored to your real estate portfolio.
Investor Checklist
Key information we need to analyze your real estate portfolio and develop optimal strategies.
Key Strategies We Use
Proven approaches that maximize your real estate tax benefits.
Cost Segregation
Accelerate depreciation on building components for immediate tax benefits.
1031 Alternatives
DSTs, charitable strategies, and other options when exchanges don't fit.
Basis Optimization
754 elections and partnership basis adjustments for maximum benefit.
Optimize Your Real Estate Tax Strategy
Whether you're facing 1031 timing challenges or want to maximize depreciation benefits, we can help you navigate the complexities of real estate taxation.
Disclosure: Stonebridge Tax Advisors LLC provides strategic tax planning and coordination. We do not provide legal or investment advice. Strategies are subject to IRS rules and individual eligibility.