How We Help
We have the expertise to optimize your outcomes.
No matter your role in a commercial real estate sale, we
specialize in finding tailored solutions for you.
This isn’t a competition, It’s a collaboration
Experience has taught us that wealthy clients have built their own unique team of trusted advisors. This of course includes real estate attorneys, tax attorneys, title attorneys, CPAs and other tax professionals, but the extent of that team often goes beyond attorneys and accountants. We work with real estate brokers, appraisers, mortgage brokers, lenders, financial advisors, insurance agents, business partners, spouses, significant others and adult children that might now be involved or leading the charge on their business or real estate interests.
Our goal is to earn a seat at the table of your most trusted advisors and family members so that everyone can benefit from a solution aimed at getting the best outcome for our clients with the blessing of their trusted team.
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Brokers
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Financial Advisors
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CPAs
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Attorneys
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Institutional Sponsors
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Intermediaries
How We Help BROKERS
As a premier service provider in the commercial real estate industry, Tax Alpha Companies specializes in helping high-income brokers legally save money on their personal income taxes. We also excel in equipping brokers with the tools and strategies necessary to win high-value listings. In the world of high-value commercial real estate sales, especially those with long-term owners, embedded taxes are often considered a literal death sentence by traditional CPAs—many recommend to their clients that they hold these properties until they die. This can provide a stepped-up cost basis at death and make the CPA look like a hero — but it certainly doesn’t help the client maximize the value of their real estate any time prior to that. It also discourages brokers from helping new owners improve their property to its maximum potential value. This feels like everyone loses.
However, Tax Alpha Companies’ approach challenges this conventional wisdom. We employ imaginative strategies that mitigate tax implications and unlock the full potential of the commercial assets. By educating brokers and property owners on alternative avenues for tax optimization—such as 1031 exchanges and other tax-deferred strategies—we give them the power to attract potential clients who previously thought they were locked into their properties for life. This ingenuity not only maximizes returns for property owners, but also positions brokers to build their portfolio in a new way.
Even better, Tax Alpha Companies offers clients access to a proprietary network of qualified buyers. This streamlines the sales process for the broker and gives the seller freedom from the property, along with the potential for reinvestment and increased revenues.
Our forward-thinking approach not only enhances broker-client relationships but also solidifies their reputation as trusted advisors in the industry.
Experience has shown us that many brokers want listings on or off market. The properties that have been held for years or decades and have substantial price appreciation could cost the owners 20-30% in taxes and fees without proper planning. That is simply too much tax friction for most sellers to exit and still feel good about their decision to do so. Often, these people are being advised by people who don’t know as much as brokers about real estate, and, as a result, are advising those clients not to sell due to tax reasons. This is where we help.
Additionally, some brokers have clients on the sidelines with cash looking to invest, but the broker is unable to find any appealing options to help their prospects comfortably get into the real estate business. Tax Alpha Companies has over 200 relationships with institutional partners that manufacture real estate from the ground up.
We specialize in:
- Zoning
- Entitlement
- Permitting
- Infrastructure
- Horizontal and Vertical Construction
- Certificate of Occupancy
- Lease Up
- Stabilization
- Refinancing construction debt to long term agency debt
- Holding for cash flows with cost segregation or accelerated depreciation for tax benefits
- Selling to a Larger Institutional off taker like a pension fund, sovereign wealth fund or a REIT
We take on each of these tasks with the goal of returning capital and a share of profits to investors. We have access to real estate investment programs that makes it easier to manage the investor relations side of your business, so you can stay focused on high-value listings.
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How We Help FINANCIAL ADVISORS
In our business, we frequently come across financial advisors who are actively working with a commercial real estate property but admittedly lack expertise in this specialized investment space.
Whenever this is the case, we recommend that person connect with another financial advisor from our team. That way, we can work together to grasp the situation and ensure that clients get the best outcome from their physical real estate asset. After that, we help the financial advisor and their client with the next step of the process by forming a partnership that helps clients manage and maintain institutional-quality real estate properties.
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How We Help CPAs
A good CPA can save a firm money by catching a tax liability or a balance sheet error, but a great CPA can bring business into the firm via well-planned targeting, good messaging and clever capital strategies.
Often, clients are advised by CPAs to preserve their stepped-up cost basis, especially if they’re over 65, due to the favorable tax treatment upon passing away with real estate assets. While this may be the path of least resistance, it’s often not an ideal result for the property owner.
To work around this, we provide alternative options that empower clients to optimize their real estate holdings and gain freedom from stale properties. We also teach CPAs how to transition their clients from active to passive ownership—a process that can help improve cash flow, offset taxes and lead to new investment in institutional-grade assets.
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How We Help ATTORNEYS
The primary concern for attorneys and their clients involved in high-value sales is often the potential tax implications associated with selling highly appreciated real estate.
These transactions often include obscure areas of the tax code that require industry-specific knowledge from real-estate-specialized attorneys.
We often come across attorneys — whether they’re in real estate, title or tax — that work with these types of real estate owners who are frustrated with their property. They’re tired of the toilets, tenants and trash, and they don’t want to put capital expenditure (Cap-Ex) back into it.
However, the income is dwindling on the property in relation to the appreciation of the property, and they don’t know how to reposition it.
This is where our team comes in. We help clients facilitate a sale or reposition the real estate, which can increase their income via new investment opportunities and also legally work around as many taxes as possible.
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How We Help INSTITUTIONAL SPONSORS
Our firm collaborates closely with more than 200 institutional sponsors that work in every asset class across the United States, such as:
- Multifamily
- Hospitality
- Self-Storage
- Industrial Warehousing
- Senior Living
- Student Housing
- Vacation Rentals
We’re proud of the fact that we’ve developed 200 meaningful relationships with 200 meaningful institutional sponsors. We typically specialize in working with sponsors that are strategy-specific — they have an asset class, they have a geographic region and they have a proven real estate philosophy. Whether the strategy is a value add, or a reposition, rehab, redevelopment or re-purpose, our team is equipped with decades of experience to maximize efficiency throughout the process.
When Tax Alpha Companies works with investors to find the right investment opportunity, we look for institutional sponsors that are focused on the asset class in the geographic submarket where our investors are looking to establish an equity position.
Though these projects are institutional-quality real estate, they are not always structured as fee simple real estate. That doesn’t mean there isn’t a way for non-institutional investors to participate in these real estate programs, but it’s more complex than making an offer on a listed property. In this complicated process, it’s often best to work with a partner who can leverage their relationships and eventually be able to enter into those asset classes.
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How We Help INTERMEDIARIES
At Tax Alpha Companies, we understand the complexities and challenges qualified intermediaries face when facilitating 1031 tax advantage exchanges in the commercial real estate space. Our goal when working with intermediaries lies in providing tailored solutions that ensure a seamless transaction process within the strict timelines set forth by the 1031 exchange regulations.
For many intermediaries, deal-breaking issues can arise when exchangers aren’t able to find suitable replacement properties within the allotted 45-day identification period, or if they’re unable to close within the 180-day exchange period. This can leave exchangers with unresolved equity replacement concerns, potentially resulting in adverse tax consequences.
But at Tax Alpha Companies, we offer strategic backup solutions via creative negotiation tactics and alternative options, which can give exchangers the leverage they need to pursue and close on their primary targets.