A cap rate is basic real estate math, and three billionaire families once asked DJ Van Keuren what it means.
DJ tells the story from the first executive education class his institute ran. David Wiener argues that every family office needs a tax strategist, because strategies like cost segregation only get used when someone on the team knows to bring them up.
From The Tax Strategy Playbook with guest DJ Van Keuren of the Family Office Real Estate Institute.
Full episode: https://taxstrategyplaybook.com
No-cost analysis through CSSI: https://calendly.com/david-wiener/cs or 770-224-8504, option two
This is educational content, not tax advice for your situation. Talk to your tax professional.