Results
Helping tech leaders and executives transition capital from the tech sector into high-performance real estate — while reducing tax liability to near zero.
Our clients come from companies like
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Investment Portfolio
A selection of deployed capital across verticals. Each engineered for both yield and tax efficiency.
Multifamily · Value-Add
Acquired distressed multifamily, executed renovation + operational playbook, refinanced into a tax-advantaged hold. Repositioned from $7.5M to $15.5M in valuation.
Class A Development
Ground-up Class A. $100M+ end value. Structured with bonus depreciation pass-through to LP investors.
Mixed-Use · Resort
Resort-style mixed use anchored by a VVater lagoon. Generational asset, institutionally underwritten.
Luxury Homesteads
Curated luxury homesteads near Aspen and Vail. Limited inventory, defensible in any cycle.
Client Results
W-2 income $850K. RSU-heavy. Owned a primary home and one rental. Paying federal tax like clockwork—until structure entered the picture.
Founder of a B2B SaaS. $5.2M secondary sale on the table. CPA quoted $1.24M in capital gains. We re-architected the transaction — pre-sale.
The Tax Alpha Toolkit
Two identical $15M assets. Two radically different outcomes. The difference is structure — not luck.
Without Cost Segregation
With Cost Segregation
Up to $69K/yr deferred for owner-operators.
Post-tax Roth conversion at scale.
20% pass-through deduction — properly engineered.
14 tax-free rental days from your own home.
Critical Window: Key credits (179D & 45L) expire or materially shift after 2026. Engineering done this year compounds for the next decade.
Next Steps
We build the technical bridge between your high-performance career and institutional-scale wealth. One conversation can shift the next ten years.
45-Minute Private Session · No Cost · By Application
"The team provided the technical bridge I needed to transition capital from the tech sector into high-performance real estate. I'm no longer just earning; I'm actively building a value-creation engine."
"Precision and communication are rare in this industry. I've backed every project they've presented because the execution is clinical. My average returns have hit the 2X mark consistently."
"As a tech executive, I was winning the income game but losing the tax game. LWA+ provided the missing infrastructure to reduce my tax liability while growing my nest egg at an institutional scale."