Real Estate

The tax code rewards real estate. We make sure you collect.

From cost segregation to 1031 exchanges to short-term rental rules, real estate offers some of the richest planning opportunities in the code — and the most ways to leave money behind. We make sure you don't.

Key Challenges

We understand what keeps real estate businesses up at night.

01

Depreciation & Cost Segregation

Most property owners depreciate on the standard 27.5 or 39-year schedule and leave significant money behind. Cost segregation studies identify assets eligible for accelerated depreciation, front-loading deductions and improving cash flow.

02

1031 Exchanges

A like-kind exchange is one of the most powerful tax deferral tools available — and one of the easiest to lose through procedural missteps. We guide you through every timeline, identification requirement, and reinvestment deadline to keep the exchange intact.

03

Passive Activity & Material Participation

Whether losses from your properties can offset active income depends on how you participate. We analyze your activity level, document real estate professional status where applicable, and structure operations to maximize deductibility.

04

Short-Term Rental Rules

Properties rented for fewer than 7 days on average are subject to different rules than traditional rentals — and can unlock non-passive loss treatment. We ensure your STR activity is properly classified and your deductions fully captured.

What We Provide

Services built for real estate.

01Rental property bookkeeping and reconciliation
02Depreciation schedule setup and management
03Cost segregation study coordination
041031 exchange planning and compliance
05Passive activity analysis and material participation documentation
06Real estate professional status analysis and documentation
07Short-term rental tax strategy (Airbnb, VRBO)
08Entity structuring for portfolio protection and tax efficiency
09Opportunity Zone investment planning and compliance

Ready to work with a team that knows your industry?

Schedule a free consultation and see how Alexander & Associates can simplify your books and minimize your tax burden.