07/27/2026
Check out my latest "Ted Talks Tax" post where I discuss what the best tax strategy is for real estate investors!
“Ted, what’s the best tax strategy for a real estate investor?”
I get that question all the time.
It sounds like a good question. It isn’t.
A married couple earning $900,000 from W-2 jobs has one set of problems. A real estate broker with variable income has another. An investor who just sold a property for a large gain has a completely different problem.
One may need a short-term rental and a cost segregation study. Another may need a retirement plan. The third may need a 1031 exchange—or may decide that paying the tax is actually the right answer.
Same tax code. Three completely different plans.
After 36 years of doing this, I’ve become deeply suspicious of anyone selling one strategy as the answer for everyone. Tax planning doesn’t work that way.
💡 My Ted Take:
The best tax strategy isn’t the one getting the most attention online. It’s the one that fits your income, your investments, your tax bracket, and what you’re actually trying to accomplish.
Before you ask, “How much will this save me?” ask, “What problem is this solving for me?”
That one question can save you from making a very expensive mistake.
Follow Ted Talks Tax for more straight talk about real-estate tax planning.