From Storage Success To Tax-Smart Real Estate Wins | Webinar E36
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Want a clear path from investment gains to deeded ownership without getting crushed by taxes? We break down how our short-duration real estate deals in Lake Havasu pair strong demand with practical exit options, including 1031 exchanges into fee-simple storage condos, Deferred Sales Trusts for timing flexibility, and Opportunity Zone funds for broader capital gains. We also explain how cost segregation, depreciation, and solar tax credits can enhance after-tax returns, so your payoff doesn’t become a tax headache.
We walk through Barn Caves—our storage-plus-residential project that’s capturing real-world demand with pricing that aims to be conservative on paper and compelling in practice. Many investors aren’t just seeking yield; they want a key in hand. That’s why we designed a gift-of-equity path that lets investors use projected profits toward a unit down payment, shifting from fund returns into ownership. With a deep interest list, no short-term rentals to protect community standards, and a full amenity stack—32,000-square-foot gym, resort-style pool, pickleball courts, steel construction, paver streets, full-site lighting, and integrated solar—the value proposition is utility first, lifestyle second, speculation never.
The scale story is just as important. We talk about aligning our proven crowdfunding engine with institutional credit to run parallel projects across migration corridors near water, and why speed-to-build can matter more than a few basis points of rate. Standardized, steel-heavy designs and potential offsite manufacturing can compress timelines and reduce risk, the metric institutions care about most. Meanwhile, local tailwinds—airport expansion talks, major land acquisitions by regional builders, and city alignment—support the thesis that north-side Havasu is the next growth hub.
If you want deals with defined exits, tax-aware structures, and the option to turn returns into a deed, this conversation lays out the playbook. Subscribe, share this with a friend who cares about after-tax results, and leave a review telling us your preferred exit strategy—we’ll feature the best ideas in a future show.
Chapters
1. From Storage Success To Tax-Smart Real Estate Wins | Webinar E36 (00:00:00)
2. Welcome And Why Exits Matter (00:01:00)
3. Paradigm’s Lake Havasu Origin Story (00:02:20)
4. Projects Overview: Storage, Boathouse, HQ, Gym (00:05:10)
5. Demand, Sales Velocity, And Institutional Interest (00:07:50)
6. Investor Exits And Tax Strategy Basics (00:10:10)
7. 1031s, DSTs, And Rolling Gains (00:12:15)
8. Storage Plus Residential: Product-Market Fit (00:14:40)
9. Opportunity Zones And Fund Structures (00:18:20)
10. Cost Segregation, Depreciation, And K‑1 Advantages (00:21:20)
11. Own A Unit Via Gift Of Equity (00:24:40)
12. Pricing, Upside, And Amenity Vision (00:28:00)
13. Data, Pricing Wins, And Resilience (00:31:00)
14. North Side Growth: Land Buys And Builders (00:34:00)
15. Airport Expansion, City Alignment, And Access (00:37:00)
16. Financing The Scale: JP Morgan Facility (00:39:00)
17. Parallel Projects And Institutional Phase Two (00:41:30)
18. Manufacturing, White Label, And Speed To Build (00:45:30)
19. Community Standards: No Short-Term Rentals (00:48:20)
20. Design Center, Turnkey Delivery, And Service (00:51:50)
21. Solar Strategy, Grid Realities, And Storage (00:54:40)
22. Funding Status And Next Steps (00:58:20)
23. Closing Thanks And What’s Next (01:02:00)
37 episodes