Jennifer M. had been syndicating small multifamily deals but struggled to scale. “I knew the potential was there, but something was holding me back,” she remembers. That’s when she partnered with Barr Advanced Tax Solutions.
“They revolutionized our approach to syndication,” Jennifer explains. “First, they optimized our waterfall structure to be more tax-efficient for both us and our investors. This made our offerings much more attractive.”
Barr also introduced Jennifer to the power of cost segregation in syndication. “We started implementing cost seg studies on all our acquisitions. This dramatically improved our returns, which attracted more investors.”
The firm’s expertise in carried interest strategies was a game-changer. “They showed us how to structure our promotes to minimize tax liability without running afoul of IRS rules. This allowed us to keep more of what we earned.”
With these strategies in place, Jennifer’s syndication business exploded. “We went from struggling to raise $5 million per deal to easily closing $50 million syndications. Our investor base grew tenfold, and our returns improved dramatically. Barr didn’t just help with taxes – they transformed us into a syndication powerhouse.”
