The big advantage is having the capital gains spread out over many years to avoid a huge tax bill.

Looking over your numbers I'm surprised a couple of them are so low - mortgage expenses, repairs and capital expenses.

For expansion, innovation, or simply covering cash flow during slow periods, access to capital is often a barrier.

Id recommend connecting with someone who can help you shop more investment-specific/rental programs on a national scale.

With SFR, they appreciated at a national average of 3.8% from the last study that I read in 2024.

The total capital gains tax of $172,500 at 15% would be roughly $25,875.  

Raising Capital from Private InvestorsYou have a strong 11% cap rate success story—use it to attract equity partners!

.🚨 Common issues I see:❌ Not properly tracking repairs vs. capital improvements❌ Missing out on cost segregation & depreciation write-offs❌ Scrambling at tax time instead of planning proactivelyI’d love to hear from the group—what’s been your biggest tax headache as an investor?

In 2023, US metros collectively grew by 2.6 percent in real GDP, contributing to 91.1 percent of the nation’s overall economic growth.

If the trust gifts you the property, it retains the original cost basis, potentially leading to high capital gains taxes upon sale.