Tax strategy, bookkeeping and portfolio analysis for real estate investors — specific enough to act on, not written for accountants.
A bookkeeping checklist for investors with three or more rentals: what to set up once, do monthly, quarterly and at year end, and which records to keep.
Read itWhat a rental investor has to do before December 31, from placed-in-service dates to STR hour logs and safe-harbor spend, so April isn't a reconstruction.
The regulations publish no list of qualifying activities. They work by exclusion — understand the two carve-outs and count everything else.
Nothing breaks at two properties. The systems that carried you through three quietly stop working at four — here is what fails and why.
A Closing Disclosure has about forty line items and six sensible names. Here is what each one becomes on your books: deducted, amortised, or added to basis.
Repair or improvement? The IRS built three side doors that let you skip the analysis and deduct now. Here is how each one actually works.
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