From Active Ownership to Partnership Investing: Tax Strategies for Rental Property Owners

​For rental property owners with significant appreciation, stepping away from active ownership can create a complicated question: How do you exit without unnecessarily triggering a large tax bill?

​Join Matthew Fitzpatrick, Director of Tax at Flock Homes, and Matt Hamilton, Founder of Surefire Tax & Accounting, for a practical conversation on tax-efficient strategies for transitioning out of directly owned rental real estate.

​We'll cover the options available to owners of appreciated properties, including 1031 and 721 exchanges, and take a closer look at what happens when an investor moves from direct real estate ownership into a partnership structure. We'll also discuss K-1s, basis, distributions, passive activity considerations, estate planning, and other ongoing tax considerations that come with partnership ownership.

​Whether you're a rental property owner or an advisor helping clients navigate these decisions, you'll leave with a better understanding of the strategies available and the questions to consider when evaluating what's next for a real estate portfolio.