CRE Titans Talk Tax Strategy: The 17-Month Window — Energy Tax Strategy That Expires in January 2028
The tax code has changed. Energy incentives have changed. And for CRE owners, the timing of a project can now materially change its after-tax economics.
Here we bring together CRE and tax executives to examine the energy tax strategies, depreciation opportunities, project structures, and deadlines that owners and developers need to understand before making major capital decisions.
This is an invitation-only executive roundtable for commercial real estate owners, developers, operators, fund managers, syndicators, family offices, institutional investors, tax strategists, energy infrastructure executives, and the advisors structuring the next generation of CRE investments.
The discussion will be followed by a live deal session featuring a select group of off-market CRE and energy infrastructure opportunities seeking capital, infrastructure partnerships, or strategic operators.
The Industry Titans
Mike Murphy — Energy Infrastructure Executive
Benjamin Brayfield — Energy Infrastructure Executive
George Bergamo — Family Office Executive & CRE Owner Developer
Ben Reinberg — CRE Fund Manager
Dr. Alexandra Cook, CPA — Family Office Executive & Tax Strategist
Chris Haunschild — Global Tax and M&A Attorney
Dr. Bartosz Wojszczyk — $50B Energy Infrastructure Development
🎙️ Moderator: Adi Soozin
The Agenda
0:00–0:10 | Executive Briefing: The New CRE Tax Clock
Presented by Benjamin Brayfield — VP of Energy Infrastructure Development at National Energy Holdings and Chris Haunschild, Partner, Rimon PC
What changed—and what do CRE owners need to do about it now?
We’ll break down the post-OBBBA landscape for commercial real estate owners and developers, with a focus on energy-efficient buildings, energy infrastructure, depreciation, tax-credit eligibility, construction timing, and project structuring.
The objective is simple:
Identify the tax strategies that still exist, understand the deadlines attached to them, and determine which projects require action before the window closes.
0:10–0:35 | Executive Roundtable: Ask the Tax Titans
Mike Murphy — Energy Infrastructure Executive
George Bergamo — Family Office Executive & CRE Owner Developer
Ben Reinberg — CRE Fund Manager
Dr. Alexandra Cook, CPA — Family Office Executive & Tax Strategist
Chris Haunschild — Global Tax and M&A Attorney
Dr. Bartosz Wojszczyk — $50B Energy Infrastructure Development
The Deadline Question
Which energy incentives are actually expiring, when do they expire, and what does “begin construction” or “placed in service” mean for a CRE owner trying to qualify?
The Development Question
How should tax strategy influence decisions made before construction begins—from building design and energy systems to infrastructure ownership and capital structure?
The Energy Question
Can energy infrastructure become more than an operating expense?
We’ll examine how distributed generation, BESS, solar, microgrids, and other energy assets intersect with tax planning, depreciation, ownership structures, and long-term property economics.
The Depreciation Question
How should owners think about bonus depreciation, cost segregation, energy-related improvements, and capital expenditures together rather than treating each strategy independently?
The Ownership Question
Who should own the energy asset—the property owner, an infrastructure partner, or a separate investment vehicle—and how can ownership affect the economics and available tax treatment?
The Underwriting Question
When evaluating a CRE acquisition or development today, how should investors incorporate after-tax cash flow, energy savings, infrastructure revenue, depreciation, and expiring incentives into the underwriting?
0:35–0:45 | Rapid Fire Questions
A practical look at how tax strategy can change the economics on both sides of the table.
For CRE Owners & Developers:
→ Energy-efficient capital improvements
→ Energy infrastructure ownership strategies
→ Cost segregation opportunities
→ Bonus depreciation considerations
→ Tax-credit and incentive analysis
→ Project timing and construction strategy
→ Potential energy-cost reductions and infrastructure revenue
For Capital Allocators & Investors:
→ After-tax return optimization
→ CRE + energy infrastructure structures
→ Depreciation-driven investment strategies
→ Infrastructure-backed recurring revenue
→ Acquisition and development opportunities with embedded tax advantages
0:45–0:55 | Institutional Q&A
No presentation. No sales pitch.
Just questions from the room on eligibility, construction deadlines, placed-in-service requirements, cost segregation, bonus depreciation, energy credits, tax-credit transferability, ownership structures, passive activity considerations, documentation, recapture, and exit implications.
0:55–1:05 | Ask the Energy Tax Strategist
by Mike Murphy CEO of National Energy Holdings
For owners and developers interested in taking the conversation beyond the room:
The ten minute segment will identify qualifying CRE portfolios, development projects, and energy infrastructure opportunities where a deeper review may uncover opportunities related to energy efficiency, infrastructure ownership, depreciation, project timing, and available tax incentives.
1:05–2:00 | Live Deal Session
The room shifts from tax strategy to deals.
A select group of CRE owners, developers, and energy infrastructure sponsors will present active opportunities to the panel and invited capital.
4 minutes to pitch.
4 minutes for questions.
Those pitching should be prepared to answer questions around acquisition or development basis, construction timing, capital structure, energy requirements, tax strategy, infrastructure ownership, contracted offtake, execution risk, and strategic fit.
This is not a tax seminar.
It is a room for the people deploying capital into commercial real estate—and looking at every available lever to improve the economics of those investments before the window closes.