TaxApril 22, 2026 · 9 min
1031 Exchanges into Ultra-Luxury
Structuring like-kind exchanges for high-basis trophy assets without breaking step-up planning.
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Investor Insights
Yield, tax, and cycle intelligence.
Original research for principals who treat residential real estate as a portfolio asset, not just a lifestyle choice. Briefs are released quarterly; one-page notes between cycles.
TaxApril 18, 2026 · 8 min
Qualified Opportunity Funds: A Residential Overlay
QOF deferral remains underused at the top end. We outline a residential overlay that pairs cleanly with 1031 strategy.
TaxMarch 30, 2026 · 7 min
State Residency: The 2026 Playbook
Texas and Tennessee remain the dominant relocations, with Wyoming quietly compounding. The audit triggers to avoid.
Briefs Library
Downloadable market briefs.
Concise PDFs prepared for principals and family offices. Distribute internally; do not publish.
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Cap-rate, IRR, and hold-period sketches for any residence on Carrolander — public or private. Available to advisory clients in Phase 3.
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