In today’s episode, we’re digging into one of the most misunderstood but powerful tools in real estate investing: Cost Segregation. And who better to guide us than Kim Lockridge, Executive VP of Engineered Tax Services and a pro who’s done thousands of studies—including many on assisted living homes.

Kim breaks down:
✅ What cost segregation really is
✅ Why it’s a game-changer for RAL home owners
✅ How it turns $36K in depreciation into $300K+ in year one
✅ Why RALs are uniquely suited to benefit from this strategy
✅ Common mistakes (like putting the real estate and the business in the same LLC) and how to fix them

If you're owning and operating assisted living homes—or planning to—you can’t afford to miss this one. This is exactly how the pros save tens or hundreds of thousands in taxes.

Want help getting a study done or seeing if your home qualifies? Ask for a cost seg estimate, tax savings breakdown, or setup strategy tips.

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Today’s episode is a must-listen for anyone making money—or planning to—in residential assisted living. 🏡💰

Charlie sits down with tax strategist and enrolled agent Brandyn Cox to break down how RAL investors and operators can maximize their profits and minimize their taxes.

You’ll learn:
✅ Why assisted living is a tax goldmine
✅ How to structure your deals for depreciation and write-offs
✅ What “REPS” status is—and how to qualify
✅ How active income from operating RALs creates unique tax offsets
✅ The biggest mistakes real estate investors make when it comes to taxes

If you’re planning to own the property, operate the business, or both, don’t sleep on these tax strategies. This is how you build real wealth. 🧠📈

Want help with real estate tax planning or entity setup? Ask for tax strategy help, a REPS guide, or entity structure tips.

Join the RAL Room Assisted Living Mastermind
Book a Free RAL Room Discovery Call With a Member
Passively Invest in Assisted Living
Get our Free 10-Step Guide to Buy Your First or Next RAL
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In today’s episode, we’re diving into what’s actually happening across the residential assisted living industry—and what it means for you as an investor or operator. 📈🏡

Alex and Charlie unpack:
✅ The wild stat: seniors are locking in care spots 5–10 years in advance 😲
✅ Why we’re facing a 1–2 million unit shortage—and how RALs are the solution
✅ The shift away from big-box care to boutique residential living
✅ Surging occupancy rates—now 12 quarters in a row 📊
✅ How RAL operators are outperforming other real estate asset classes

Plus: real wins from RAL Room Mastermind members, new construction progress, and why now might be the best time in history to get started.

If you’re serious about launching or scaling your RAL journey, this one’s a must-listen. 🎧🔥

Want help launching your own six-figure RAL home? Check out the mastermind community, market research guide, or cashflow breakdown.

Join the RAL Room Assisted Living Mastermind
Book a Free RAL Room Discovery Call With a Member
Passively Invest in Assisted Living
Get our Free 10-Step Guide to Buy Your First or Next RAL
Join our Free Facebook Community

Connect with Charlie
Instagram

Connect with Alex
Instagram
LinkedIn