3 Tax Strategies Passive Investors Need to Know Now

If you're a passive real estate investor, are you making the most of your tax benefits?
 

It's tax season again, a great time to make sure you're using the best strategies and taking full advantage of your passive investments.

We recently hosted Larry D. West, III for a live webinar focused on making sure you can take full advantage of your investments. 

Larry is the Founder & Managing Partner of Precision Business Strategies, a nationally renowned business strategy and consulting firm. Their team of accounting, tax, and business strategists have a strong niche focus in real estate, delivering timely and accurate insights to help their clients make better, more profitable decisions.

The session covered topics including how to use passive losses, how to qualify for real estate professional status, qualified deductible business expenses, and much more. If you're looking for the best tax strategies for your investments you won't want to miss this discussion. 

 
About Ellie Perlman

Ellie Perlman is the founder and CEO of Blue Lake Capital, a woman owned multifamily real estate investment firm focused on partnering with family offices and accredited investors to build and preserve generational wealth. Since its founding in 2017, Blue Lake has successfully acquired and operated multifamily assets across high-growth U.S. markets, completing $1B+ in transactions.

At Blue Lake Capital, Ellie and her team work exclusively with family offices and accredited investors, offering carefully curated investment opportunities that emphasize long-term wealth creation, stability, and risk-adjusted returns. A defining aspect of Blue Lake’s investment strategy is its integration of advanced AI-driven analytics and data science into the entire lifecycle of acquisitions and asset management. By leveraging cutting-edge technology, the firm executes data-driven forecasting on market trends, asset performance, and tenant behavior, ensuring strategic decision-making and optimized returns.

In addition to leading Blue Lake Capital, Ellie is the original founder and host of "REady2Scale - Real Estate Investing" podcast, which provides insights into multifamily real estate, alternative investments, and finance.

Ellie began her career as a commercial real estate attorney, structuring and negotiating complex transactions for one of Israel’s leading development firms. She later transitioned into property management, overseeing over $100M in assets for Israel’s largest energy company.

Ellie holds a Master’s in Law from Bar-Ilan University in Israel and an MBA from MIT Sloan School of Management.

You can learn more about Blue Lake Capital and Ellie Perlman at www.bluelake-capital.com. 

*The content provided on this website, including all downloadable resources, is for informational purposes only and should not be interpreted as financial advice. Furthermore, this material does not constitute an offer to sell or a solicitation of an offer to buy any securities.

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