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Tax Loss Harvesting 2.0 (for Real Estate Investors)

Tax Loss Harvesting 2.0 (for Real Estate Investors)

REady2Scale - Real Estate Investing
2025-05-28• 25 min
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In this episode of REady2Scale - Real Estate Investing, we delve into "Tax Loss Harvesting 2.0" with Samuel Harnish, founder of Quantitative Financial Strategies. Samuel shares insights on advanced tax-efficient strategies for real estate investors, emphasizing the importance of diversification across public and private markets. We explore the evolution of tax loss harvesting, highlighting how technology has made sophisticated strategies more accessible. Samuel discusses the benefits of integrating shorting into tax strategies, traditionally reserved for billionaire family offices, and its potential to offset gains from liquidity events. We also cover the importance of a holistic approach to wealth management, integrating investment, tax, and estate planning. Join me, Jeanette Friedrich, as we uncover these innovative strategies to help you manage risk and grow your wealth in today's volatile market.