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A NEW OPTION FOR OUR CLIENTS

Turn your tax bill into appreciating, cash-flowing real estate

We've partnered in Elk Ridge Investments so our clients can access professionally operated short - term rental ownership and the active - income tax treatment that comes with it.

Background

THE SHORT-TERM RENTAL STRATEGY, IN THREE STEPS

01

Own through a JV

You come in as the sole capital partner in a dedicated LLC that holds the property.

02

Materially participate

Roughly 100 hours in the purchase year. Elk Ridge documents every one of them with you.

03

Cost segregation

A formal study identifies the share of the property eligible for bonus depreciation.

WHAT YOU RECEIVE

100%

OF THE TAX WRITE-OFF

Allocated to you as the capital partner, delivered on your K-1.

4-6%

PREFERRED CASH FLOW

Paid monthly on your invested capital, ahead of operator profit.

-50%

EQUITY OWNERSHIP

A real, appreciating asset - and seven owner nights a year.

WHO THIS IS BUILT FOR

â–  Top-bracket W-2 or 1099 professionals

â–  Investors who want real ownership, not a fund 

â–  Households diversifying outside public markets

â– Anyone with -100 hours to give in year one 

NEXT STEPS WORKING WITH ELK RIDGE

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INTRO CALL

Thirty minutes to see whether the strategy fits your tax picture.

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Review a property

Elk Ridge sources a deal against your budget and timeline.

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Sign and fund

JV documents, then wire. We review the paperwork alongside you.

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Kick-off

Buildout and launch. Intro to close typically runs 30-45 days.

Background

Curious whether this fits your situation?

Book time directly with the Elk Ridge team - or you can email us directly and we will walk through it with you first. Contact us at Jennifer@kindredfinancialservices.com.

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