Category

Tax, Entity & Legal

Tax deferral, entity structure, and legal mechanics.

5 skills2 sections

Legal

2 skills
▶ Legal
Loan Document Reviewer

Review CRE loan documents for covenant compliance, carve-out exposure, cash management tripwires, and borrower…

review loan documents, loan agreement review methodology▸- open
▶ Legal
Transfer Document Preparer

Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions.

prepare transfer documents, deed preparation | calc methodology▸- open

Tax & Entity

3 skills
▶ Tax & Entity
Cost Segregation Analyzer

Evaluates whether a cost segregation study is worth pursuing for a CRE property by estimating reclassifiable…

cost segregation, accelerated depreciation▸- open
▶ Tax & Entity
Opportunity Zone Underwriter

Evaluates whether investing capital gains into a Qualified Opportunity Zone Fund produces superior after-tax…

opportunity zone, OZ▸- open
▶ Tax & Entity
Partnership Allocation Engine

Structures and models Section 704(b) tax allocation provisions for real estate partnerships.

partnership allocation, 704(b) methodology▸- open