Mark T. had been syndicating retail properties but found the increasing vacancies in the sector challenging. “We were stuck in a rut, and our returns were suffering,” he recalls. Partnering with Barr Advanced Tax Solutions changed everything.
“They helped us completely reimagine our approach,” Mark says. “We started by restructuring our entities to maximize tax efficiency. This immediately improved our bottom line.”
Barr then guided Mark on diversifying into mixed-use developments. “They showed us how to leverage Opportunity Zone investments to defer capital gains and attract more investors. The tax benefits were incredible.”
The firm also introduced advanced depreciation strategies. “By implementing cost segregation and bonus depreciation, we were able to show significant paper losses in the early years of each project. This was hugely attractive to our high-net-worth investors.”
The results were transformative. “In just two years, we’ve tripled our assets under management. Our investor returns have improved by 50%, and we’re now seen as innovators in the retail syndication space. Barr’s strategies didn’t just save us taxes – they redefined our entire business model.”
