Hey Jacob, congrats on the house hack that's an awesome strategy in any market but specifically in Peoria and Maricopa County right now it's a great option. 

With careful planning, you can develop a portfolio that consistently outpaces inflation and helps secure your financial future.I hope this helps.

Focus on tax-saving strategies such as cost segregation studies and bonus depreciation to accelerate deductions.By qualifying as a Real Estate Professional (spending 750+ hours annually and materially participating), you can offset your wife’s S-Corp income with real estate losses, reducing your tax liability.

I am trying to calculate my returns over a 10-year period using the rent-by-room strategy, which results in significantly more cash flow than traditional rentals.

Heloc’s are best utilized with a short term strategy, ie flx and flip, to BRRRR, etc.

As I see it, the only ways that real estate pays you well in the first 3-5 years is low to no leverage or a strategy that requires more work (short term rental, mid term rental, rent by the room, etc.).  

I guess the different strategies FOR ME would be.A- Find a lender that would actually do the refi and pay the tax.B- Sell a property and use those funds to lend as they would go back to the IRA. 

@Steven NguyenThe BRRR method is a solid strategy, but careful planning is key.

@Vidit MainiYou should have a consultation with a tax accountant to learn about tax strategies. 

Do we have anyone that has personal experience with a 1031 strategy that is sponsored by an UPREIT?