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Sarah and Tom’s Self-Storage Syndication Success

Sarah and Tom K. had a small self-storage syndication business but struggled to compete with larger players. “We knew we had a good model, but scaling was a challenge,” Sarah remembers. That’s when they found Barr Advanced Tax Solutions.

“Barr’s team immediately identified opportunities in our structure,” Tom explains. “They helped us set up a series LLC structure that allowed for better risk management and more efficient tax treatment across multiple properties.”

The firm also introduced them to the power of 1031 exchanges in syndication. “We started using 1031 exchanges to strategically upgrade our portfolio without incurring massive tax bills. This allowed us to grow much faster than we ever thought possible,” Sarah says.

Barr’s expertise in investor relations was also crucial. “They helped us structure our offerings to be incredibly tax-efficient for our investors. This made our deals much more attractive, especially to high-net-worth individuals,” Tom adds.

The impact was dramatic. “We went from syndicating $10 million deals to easily closing $100 million portfolios,” Sarah beams. “Our investor base has grown by 500%, and we’re now competing toe-to-toe with national players. Barr’s strategies didn’t just help us with taxes – they catapulted us into the big leagues of self-storage syndication.”

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Alicia Smith

Please contact me to ZERO OUT my tax liabilities