What happens when you discover there's a tax planning tool you've never heard of that could save you thousands on property sales—and it's been available all along?

In this continuation episode, Diana Gipe from Core reveals advanced tax planning strategies that go far beyond basic cost segregation. She introduces recapture analysis, a service Angel had never encountered despite years in real estate investing, which helps investors understand the true cost of selling properties with accelerated depreciation. Diana explains how Core's internal CPA can project recapture scenarios 3-5 years into the future, enabling better investment decisions and exit planning. This conversation explores the relationship-driven approach that sets Core apart in a saturated market, year-end tax deadlines, and how providing additional value like annual recapture projections could differentiate syndication sponsors in competitive markets.

[00:01 - 04:00] Understanding Recapture Analysis

• How recapture analysis helps investors plan for property sales 3-5 years in advance

• Why Core's internal CPA with 25+ years of cost segregation experience provides these projections

• The mathematical reality of passive investment recapture when multiple deals sell simultaneously

[04:01 - 07:30] Strategic Tax Planning Beyond Cost Segregation

• How recapture analysis becomes a competitive differentiator for syndication sponsors

• Why providing annual recapture projections with K-1s could set sponsors apart

• The concept of cost segregation as a comprehensive tax planning strategy, not just a one-time service

[07:31 - 10:00] Relationship-Driven Service Philosophy

• Diana's personal approach: knowing clients by name and understanding their long-term goals

• How Core supports investors from first property to 10+ property portfolios

• The emotional satisfaction of helping clients avoid large tax bills or receive unexpected refunds

[10:01 - 12:05] Year-End Timing and Market Realities

• How December closings can still benefit from same-year cost segregation

• Why September through year-end becomes the busiest period for tax planning

• Core's ability to handle last-minute requests while maintaining quality standards

Connect with Diana and Core: https://www.linkedin.com/in/dianagipe/

Key Quotes:

"Knowledge is power... we wanna make sure that you're equipped long term so that when you're going into buying properties, you can call me on the fly." - Diana Gipe

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

What does it mean when a cost segregation company has zero IRS disallowances in 18 years of business—and why does that matter more than ever with the IRS forming dedicated cost seg review teams?

In this episode, Angel Williams sits down with Diana, Director of Operations at Core, to discuss why quality matters more than price in cost segregation services. Diana explains Core's rigorous engineering process, including on-site property visits and detailed documentation that has resulted in zero disallowances over 18 years. She reveals how the IRS has formed specialized cost segregation review teams as bonus depreciation approaches its sunset, and shares practical strategies like lookback studies for older properties and piggyback studies for renovations. This conversation covers the difference between fly-by-night operators doing "virtual walkthroughs on cell phones" versus professional engineering firms, plus Core's additional services including tax credits and disposition studies.

[00:01 - 06:00] Quality vs. Price in Cost Segregation

• Why Core's 18-year track record with zero IRS disallowances matters for audit protection

• How the IRS has formed dedicated cost segregation review teams as 100% bonus depreciation sunsets

• The difference between $2,000 "trunk of the car" operators and professional engineering firms

[06:01 - 12:00] Engineering Process and On-Site Visits

• Why Core's engineers visit every property instead of relying on virtual walkthroughs

• How detailed documentation includes everything from flagpoles to flooring materials

• The value of engineers advising on CapEx spending before renovations begin

[12:01 - 17:00] Lookback and Piggyback Studies

• How 481 forms allow one-time lookback studies for properties purchased 3-5 years ago

• Why piggyback studies can accelerate depreciation on completed renovations separately

• The strategic timing of cost segregation for capital improvement projects

[17:01 - 20:40] Beyond Basic Cost Segregation Services

• Disposition studies for properties undergoing major renovations or demolition

• Additional tax credit services: 45L credits, 179D credits, and green retrofits

• How Core acts as a "business consulting firm" rather than just a cost segregation provider

Connect with Diana and Core: https://www.linkedin.com/in/dianagipe/

Key Quotes: "Out of that 18 years, we've had zero disallowances. And that's because our engineers take this serious. A lot of them have worked internally for the IRS." - Diana Gipe

"It's like winning the lottery. Do you want your money now or later? It's yours. Just take it now while it's still here." - Diana Gipe

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

What happens when you combine syndication education with a deep-dive Q&A about industrial real estate operations—and discover why "ugly buildings that cash flow are sexy"?

In this final episode of the three-part series, Daniel Holmlund wraps up his industrial flex space presentation with syndication fundamentals and answers Angel's detailed operational questions. He explains the difference between 506B and 506C offerings, preferred return structures, and how LLC partnerships distribute income and depreciation benefits. Angel dives deep into practical concerns: temperature control systems, security requirements for specialized tenants like seed storage, and the complexities of triple net lease agreements. This conversation reveals the technical infrastructure behind industrial properties, from 480-volt circuits powering massive chillers to the cost-benefit analysis businesses make when choosing between long-haul trucking and local storage solutions.

[00:01 - 06:00] Syndication Structure Fundamentals

• How 506B requires pre-existing relationships while 506C allows public advertising to accredited investors

• The typical 70-80% limited partner vs 20-30% general partner income split structure

• Understanding preferred returns (6-10% range) and how excess cash flow gets distributed

[06:01 - 12:00] Industrial Infrastructure Deep Dive

• Why industrial properties require 480-volt circuits vs residential 20-volt systems

• The $250,000-$300,000 cost of industrial chillers and why backup systems are essential

• How temperature and humidity control requirements vary dramatically by tenant type

[12:01 - 17:00] Security and Specialized Tenant Considerations

• How patented seed storage requires both temperature control and enhanced security measures

• Why tenant-specific security arrangements work better than shared security systems

• The flexibility of industrial spaces to accommodate diverse business models and scaling needs

[17:01 - 20:30] Investment Philosophy and Market Reality

• How supply chain disruptions drive businesses toward local storage solutions

• Why "buildings that cash flow are sexy" despite aesthetic prejudices

• The predictability advantage of boring, cash-flowing industrial properties over volatile alternatives

Connect with Daniel:

LinkedIn: https://www.linkedin.com/in/daniel-holmlund/

Key Quotes:

"Usually 70 to 80% of the partnership income is allocated to the limited partners. 20 to 30% is allocated to the general partners." - Daniel Holmlund

"You're less likely to be wiped out to zero than in some other investment opportunities." - Angel Williams

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!