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Investing & Real Estate

Loopholes of Real Estate

by Garrett Sutton

5
Key Concepts
5
Action Items
1
Core Thesis
1
Mindset Shift

Key Concepts

1

Asset Protection

Shielding your real estate holdings from potential lawsuits and creditors through proper legal structures.

2

Entity Structuring

Utilizing LLCs, corporations, and trusts to separate personal and business liabilities and optimize tax benefits.

3

Tax Advantages

Understanding and applying depreciation, 1031 exchanges, and other deductions to significantly reduce tax burdens.

4

Due Diligence

Thoroughly researching properties, markets, and legal implications before making any investment decisions.

5

Risk Mitigation

Identifying and proactively addressing potential financial, legal, and operational risks associated with real estate investments.

Loopholes of Real Estate by Garrett Sutton
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Action Items

Establish a separate LLC for each rental property to create a liability barrier.

Consult a tax professional to maximize depreciation deductions and other real estate specific tax benefits.

Plan for 1031 exchanges to defer capital gains taxes when selling and reinvesting in new properties.

Implement robust insurance policies, including umbrella coverage, to protect against unforeseen events.

Maintain strict separation between personal and business finances to uphold entity protections.

Core Thesis

Smart real estate investing leverages legal entities and tax codes to protect assets, minimize liabilities, and maximize wealth.

Mindset Shift

The book shifts your perspective from simply acquiring property to strategically structuring your investments for maximum legal protection and tax efficiency.

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