The Depreciation Advantage
Depreciation is one of the most powerful, and misunderstood, wealth-building tools in real estate. Learn how Spartan investors use cost segregation, bonus depreciation, and strategic exit planning to enhance after-tax returns year after year.
Tax Season 2026: A Strategic Checklist for Self-Storage Syndication Investors
Filing your 2025 real estate syndication taxes? Tax Season 2026 brings updated bonus depreciation rules, K-1 timing constraints, passive loss limitations, and potential multi-state filing requirements. This checklist outlines what to confirm with your CPA before filing, including depreciation elections, carryforwards, and UBTI/UDFI exposure.
Unraveling the Nuances: Delaware Statutory Trusts vs. Deferred Sales Trusts
Investors seeking to optimize their assets, defer taxes on large capital gains, and secure their financial future often explore various trust structures to achieve their objectives.
Bonus Depreciation — What is it and how does it work?
Everyone talks about the tax benefits of investing in real estate, but what are they? And how do you get them? One benefit you may have heard of is bonus depreciation.
What Limited Partners Can Expect During Tax Season
Tax season may be months away, but Spartan is already deep in preparation. Spartan partners with CliftonLarsonAllen LLP, one of the leading CPA firms in the country, to track activity throughout the year and identify the best possible tax strategies for investors.
Tax Strategies for Passive Investing
Investors frequently wonder about the permissibility of using passive losses, or depreciation, to offset various sources of income and reduce taxes owed. Similar—but different—to Kramer’s half-wit approach in Seinfeld’s “Just Write it Off” episode, some real estate investors have legitimate and powerful tools that may provide significant tax savings.
The Financial & Tax Benefits of Investing in Self-Storage Real Estate
Behind Spartan Investment Group (SIG)’s operations is an abundance of financial savvy and strategy. As an investor, it’s essential to understand what happens when subscribing to an investment.
