Spartan Investor Academy

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Investor Education

Free investor education. Simple lessons. Better questions at tax time.

Spartan Investor Academy
On-demand courses taught by Ryan Gibson, CIO
Foundation: Understanding the Basics
6 courses
  • What is depreciation?
  • What is a K-1?
  • What is a retirement account?
  • From acquisition to operations to exit
  • Distributions and preferred return, explained simply
  • Cash flow vs appreciation strategy
Tax Advantage Strategy
4 courses
  • Bonus depreciation and cost segregation
  • Depreciation and W-2 limitations
  • Key K-1 boxes explained
  • Depreciation and the K-1
Retirement Optimization
5 courses
  • Roth vs Traditional
  • Roth conversions
  • Retirement account vs 401(k)
  • Understanding the Solo 401(k)
  • 401(k) loans
Advanced Investor Playbook
3 courses
  • Real Estate Professional Status (REPS)
  • Cost segregation case study
  • K-1s in development deals
Free. On-demand.
Courses available now at spartan-investors.com/spartan-investor-academy

What is the Spartan Investor Academy?

The Spartan Investor Academy is a free, on-demand education library built for investors who want to understand the mechanics behind self-storage real estate investing.

It includes courses taught by Ryan Gibson, Spartan’s co-founder and Chief Investment Officer. The lessons are short, practical, and focused on the questions investors actually ask: How does depreciation work? What does my K-1 mean? Can I invest through a retirement account? What happens from acquisition to exit?

No sales obligation. Just useful education you can watch at your own pace.

Why we built it

A lot of investors understand the headline numbers in a deal. Fewer understand the tax side, the K-1, or what is happening behind the scenes after they invest.

That gap matters. Real estate can produce cash flow, depreciation, passive losses, and long-term appreciation. Those pieces do not always show up in a simple way on a statement or a tax form.

Why this matters
A real estate investment can send cash to your bank account and still report a paper loss on your K-1.
Cash received
$24,000
Real money deposited during the year.
K-1 taxable income
-$47,000
A paper loss that may affect your tax picture.
Illustrative only. Your results depend on the investment and your tax situation. Talk with your CPA.

The Academy was built to make those topics easier to understand, so investors can have better conversations with their CPA, ask better questions, and make more informed decisions.

What is inside the Academy?

The Academy is organized into four programs.

Foundation: Understanding the Basics

Start here if you want the plain-English version of how private real estate investing works. These lessons cover depreciation, K-1s, retirement accounts, the life of an investment, distributions, preferred return, and the difference between cash flow and appreciation.

Tax Advantage Strategy

This section explains the tax tools many real estate investors hear about but may not fully understand, including bonus depreciation, cost segregation, W-2 income limitations, and the key boxes on a K-1.

Retirement Optimization

These lessons cover how retirement accounts can be used in alternative investments, including Roth and Traditional accounts, Roth conversions, Solo 401(k)s, 401(k) loans, and important rules investors should understand before moving retirement capital.

Advanced Investor Playbook

This track goes deeper into topics like Real Estate Professional Status, cost segregation case studies, and how K-1s can look different in ground-up development deals.

How it works

How the Academy works
1
Choose a track
Start with the topic that matters most to you.
2
Watch on demand
Short lessons you can revisit anytime.
3
Use the notes
Bring better questions to your CPA or advisor.
4
Invest with clarity
Understand the mechanics behind the numbers.

The Academy is designed to be simple. You choose the topic that matters most to you, watch the lesson on demand, and come away with a clearer understanding of how the investment or tax concept works.

You do not need to watch everything in order. If you just received a K-1, start with the K-1 lessons. If you are thinking about using retirement funds, start with the retirement section. If you are new to private real estate, start with the foundation track.

A simple goal

Our goal is not to turn investors into tax professionals. Our goal is to make investors more informed.

When you understand how depreciation works, why a K-1 may show a paper loss, how retirement account structures differ, and what happens during the life of an investment, you are better prepared to evaluate opportunities and work with your advisory team.

Ready to deploy capital with Spartan?

Join our investor community and access institutional-grade self-storage opportunities built for long-term wealth.

Disclaimer. This material is provided for informational and educational purposes only and does not constitute tax, legal, accounting, or investment advice. The discussion reflects general principles of U.S. federal tax law as of the date of publication and may not apply to your specific circumstances. Tax laws and regulations, including bonus depreciation, are subject to change. Investors should consult a qualified CPA or tax advisor before making any tax-related decisions. Any offering is made pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933 and is available only to verified accredited investors. All investments involve risk and may result in loss of principal.