In this episode of the Major League Real Estate Podcast, Nathan Sosa and Matt Hamilton explain one of the most overlooked areas of real estate syndication: how to accurately factor tax effects into ROI projections and communicate those expectations to investors.

Nathan and Matt walk through:

- Why syndicators should include tax impact in their ROI calculators and how it changes investor outcomes
- The role of bonus depreciation and cost segregation in driving year-one tax losses
- How leverage can dramatically amplify those tax losses (with back-of-the-napkin math examples)
- The major differences in tax treatment across asset classes like multifamily, industrial, and RV parks
- Why state tax exposure matters when investing outside your home state
- How to use cost segregation studies effectively and when to get them done

Nathan and Matt wrap up by emphasizing that taxes are the “cherry on top” of a strong deal, not the driver, but understanding them can make or break investor trust.

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The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

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