I just published a detailed case study showing how tax optimization adds 2.6 points to IRR on a $10M self-storage acquisition — without changing a single operational decision.

The surprising part?

It’s not about aggressive tax shelters or complex structures. It’s about proper asset allocation at acquisition using IRC §1060 and cost segregation.

What the case study covers:

✅ How $10M purchase price gets allocated across asset classes

✅ Why self-storage has uniquely favorable tax characteristics

✅ The exact Year 1 deduction difference: $256K vs. $4.2M

✅ How this translates to 15.2% → 17.8% IRR improvement

✅ ROI on tax advisory: 6–7x investment

This isn’t theory. These are real numbers from Florida self-storage acquisitions we’re currently underwriting.

For executives evaluating commercial real estate investments, tax optimization should be part of acquisition underwriting — not a post-close discovery.

Read the full case study: https://www.linkedin.com/pulse/how-asset-specific-tax-strategy-adds-2-3-points-self-storage-xe5ae

💬 What tax strategies have created unexpected value in your real estate transactions?

#TaxStrategy #RealEstateInvesting #SelfStorage #IRROptimization