Real Estate Tax Strategies for Investors | Cost Segregation & 1031 Exchange

Real Estate Tax Strategies for Investors | Cost Segregation & 1031 Exchange

In this episode, I sit down with my longtime friend Alex Carballo, a CPA and tax strategist who previously worked at Deloitte, to break down the real tax strategies behind real estate investing.

We go beyond surface level advice and talk through how real estate investors actually structure properties to reduce taxes, protect assets, and avoid costly mistakes. We cover everything from LLC structures and cost segregation to 1031 exchanges and the unique challenges foreign investors face when buying and selling U.S. real estate.

If you are investing in real estate or thinking about it, understanding the tax side is not optional. It is one of the biggest levers you have to protect your capital and grow long term wealth.

This conversation is educational only. I do not give tax or legal advice. My role is to help connect clients with the right professionals and ensure they are asking the right questions.

Chapters 🔖
00:00 Introduction and Alex’s background as a CPA
01:05 Buying real estate personally vs under an LLC
02:48 Legal protection vs tax strategy explained
03:14 What cost segregation is and how it works
05:36 When cost segregation makes sense
07:53 Short term vs long term investing considerations
08:11 FIRPTA and foreign investor withholding explained
10:49 How foreign investors can avoid FIRPTA issues
12:36 Estate tax risks for foreign property owners
13:33 How foreigners are taxed on rental income
15:02 1031 exchanges explained step by step
17:48 Common real estate investing mistakes
18:49 Mortgage interest and overlooked deductions
19:27 The Augusta Rule explained
21:07 When to apply cost segregation for maximum benefit
22:03 Why structure matters in Miami’s international market

Connect with me |
📧 vazquez@siddonsgroup.com
📱 786 897 9970
📍 instagram.com/david_vazquez1

Connect with Alex |
Alex Carballo CPA and Tax Strategist
admin@alexcarballo.com
https://www.alexcarballo.com/

#RealEstateInvesting
#RealEstateTaxes
#CostSegregation

Видео Real Estate Tax Strategies for Investors | Cost Segregation & 1031 Exchange канала David Vazquez Miami