The landlord playbooks we wish we’d had at the start.
Twelve downloadable guides on tax strategy, transactions, and operations — written for independent landlords who don’t have a wealth-management team on call.
Tax Strategy
Defer the tax. Step out of management. Plan the long game.
The Complete 1031 Exchange Playbook
Rules, timelines, common mistakes, and when to use a DST as a fallback when the clock runs out.
The Landlord’s Guide to DST Investing
What a Delaware Statutory Trust is, accreditation, fee structures, distributions, and exit options.
Opportunity Zones for Real Estate Investors
When QOZ beats 1031, qualified fund selection, and the 10-year tax-free appreciation math.
Cost Segregation for Landlords
Qualifying property types, expected savings, and how to pair cost seg with a 1031 strategy.
Depreciation Recapture: The Hidden Six-Figure Tax
What triggers it, how to defer it, and the recapture math most landlords learn too late.
Transactions
Buying, selling, and finding the right asset.
How to Sell an Investment Property
Pricing for investor buyers, 1031-ready timing, tenant-occupied listings, and the close coordination.
The Investor’s Guide to Buying Rental Property
Markets, asset classes, due diligence checklists, and 1031 replacement-property strategy.
The Triple Net (NNN) Buyer’s Guide
Credit tenants, lease structures, and why NNN is the ideal hands-off 1031 endpoint.
Operations & Wealth
Managing what you own. Protecting it. Passing it on.
Hiring a Property Manager: A Landlord’s Checklist
What to ask, fee structures explained, and when full-service management is worth the cost.
Real Estate LLC Structures
Series LLCs, asset protection, multi-state ownership, and structuring across properties.
Self-Directed IRA Real Estate Investing
UBIT, prohibited transactions, custody rules, and how to invest retirement capital in real estate.
Estate Planning for Landlords
Step-up basis, dynasty trusts, charitable remainder trusts, and generational wealth transfer.
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