The Tax Advantage of HomeInherit Capital
Our investment structure is specifically designed to target no fund-level federal capital gains, providing investors with a significant tax advantage over traditional real estate investments.
Under current U.S. rules, assets received from a decedent can benefit from a basis step-up to fair market value.
When applicable, most lifetime appreciation may avoid capital gains tax at sale; typically only post-death appreciation is taxable.
Our approach is designed to target this outcome at the fund level, improving after-tax IRR versus many traditional real-estate structures for investors and helping preserve the legacy for the senior's heirs.
Tax Disclaimers: Not tax or legal advice. Consult your advisor for guidance specific to you, not a guarantee, treatment depends on facts, investor profile, and future law. Investors receive K-1s reflecting their allocations.
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*Under current U.S. tax law, the structure targets no fund-level federal capital gains. Not tax or legal advice. Consult your advisor for guidance specific to you, not a guarantee, treatment depends on facts, investor profile, and future law. Investors receive K-1s reflecting their allocations.