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The BEST CRE Investment in 2025? (Most Investors Are Overlooking This Asset) | Wise Investor Segment

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Manage episode 489868752 series 2587992
Content provided by Matt Aitchison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Aitchison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Matty A. explores a powerful yet overlooked CRE asset poised to shine in 2025. He unpacks why mainstream investors are missing out and how you can take advantage to build substantial wealth.

Market Context & Opportunities

  • CRE markets are stabilizing after 2024 volatility. Lower interest rates and macroeconomic tailwinds create favorable conditions for buyers in 2025

  • Alternative property types such as medical offices, senior/student housing, and last-mile logistics are gaining attention due to supply constraints and rising demand

Why This Underrated Asset?

  • It combines defensive characteristics (non-discretionary use) with consistent yields a sweet spot between safety and upside

  • These assets align well with longer-term investor horizons and capital cycle trends.

Tax Strategy Play: Cost Segregation + Bonus Depreciation

  • With bonus depreciation at 40% in 2025 (phasing out by 2027), pairing with cost segregation unlocks major immediate deductions

  • Studies remain powerful even post-2027, helping you front-load depreciation and boost early cash flow.

  • Case studies show investors saving hundreds of thousands, even millions, with these tactics.

How to Move Forward in 2025

  • Act now! Lock in 40% bonus depreciation before the clock ticks down

  • Commission a cost segregation study on new or recent acquisitions to reclassify eligible assets.

  • Use pro formats (e.g., Form 3115) to apply studies retroactively and capture “catch-up” depreciation

  • Align asset selection with macro trends: target recovery in industrial and adaptive reuse in office, student/senior housing, or last-mile logistics

Key Takeaways

  • The best CRE in 2025 may not be headline-grabbing but fundamentals, tax efficiency, and demographic trends make it a standout.

  • A powerful combination of boosted cash flow and tax savings sets this asset apart.

  • Prep your strategy now to take full advantage before 2027’s bonus depreciation phase-out.

Resources & Next Steps

  • Links to top cost segregation experts and bonus depreciation breakdowns.

  • Bonus Depreciation Cheat Sheet (40% today, 20% in 2026, 0% by 2027).

  • Playlist: “Alternative CRE Asset Deep Dives.”

  • Invitation to Matty A.’s upcoming webinar, “Unlocking 2025’s Hidden CRE Opportunities.”

Final Thoughts

This episode is a deep dive into a smart CRE investment path armed with tax strategy, foresight, and timing. Don’t miss out. Tune in now to gain the edge most investors haven’t seen coming.

Episode Sponsored By:

Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/

CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!

FREE CRE Crash Course: Text “FREE” to 844-447-1555

  continue reading

1079 episodes

Artwork
iconShare
 
Manage episode 489868752 series 2587992
Content provided by Matt Aitchison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Aitchison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Matty A. explores a powerful yet overlooked CRE asset poised to shine in 2025. He unpacks why mainstream investors are missing out and how you can take advantage to build substantial wealth.

Market Context & Opportunities

  • CRE markets are stabilizing after 2024 volatility. Lower interest rates and macroeconomic tailwinds create favorable conditions for buyers in 2025

  • Alternative property types such as medical offices, senior/student housing, and last-mile logistics are gaining attention due to supply constraints and rising demand

Why This Underrated Asset?

  • It combines defensive characteristics (non-discretionary use) with consistent yields a sweet spot between safety and upside

  • These assets align well with longer-term investor horizons and capital cycle trends.

Tax Strategy Play: Cost Segregation + Bonus Depreciation

  • With bonus depreciation at 40% in 2025 (phasing out by 2027), pairing with cost segregation unlocks major immediate deductions

  • Studies remain powerful even post-2027, helping you front-load depreciation and boost early cash flow.

  • Case studies show investors saving hundreds of thousands, even millions, with these tactics.

How to Move Forward in 2025

  • Act now! Lock in 40% bonus depreciation before the clock ticks down

  • Commission a cost segregation study on new or recent acquisitions to reclassify eligible assets.

  • Use pro formats (e.g., Form 3115) to apply studies retroactively and capture “catch-up” depreciation

  • Align asset selection with macro trends: target recovery in industrial and adaptive reuse in office, student/senior housing, or last-mile logistics

Key Takeaways

  • The best CRE in 2025 may not be headline-grabbing but fundamentals, tax efficiency, and demographic trends make it a standout.

  • A powerful combination of boosted cash flow and tax savings sets this asset apart.

  • Prep your strategy now to take full advantage before 2027’s bonus depreciation phase-out.

Resources & Next Steps

  • Links to top cost segregation experts and bonus depreciation breakdowns.

  • Bonus Depreciation Cheat Sheet (40% today, 20% in 2026, 0% by 2027).

  • Playlist: “Alternative CRE Asset Deep Dives.”

  • Invitation to Matty A.’s upcoming webinar, “Unlocking 2025’s Hidden CRE Opportunities.”

Final Thoughts

This episode is a deep dive into a smart CRE investment path armed with tax strategy, foresight, and timing. Don’t miss out. Tune in now to gain the edge most investors haven’t seen coming.

Episode Sponsored By:

Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/

CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!

FREE CRE Crash Course: Text “FREE” to 844-447-1555

  continue reading

1079 episodes

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