Portfolio Tax Review for the Next Acquisition
When you already own real estate, the next move should account for the assets, losses, and leverage you already have in place.
What this service covers
Current portfolio scan
We review how your existing rentals, primary home equity, and prior depreciation shape the next purchase decision.
Acquisition sequencing
Some households need a purchase. Others need a refinance, sale, or hold decision first. We map the sequence instead of forcing another property into the mix.
Advisor handoff
The output is built to move directly into a CPA conversation without translation or cleanup.
Why this exists
Once you own multiple properties, generic advice stops working quickly. This review ties the next move to your existing depreciation history, debt profile, and timing goals so the plan makes sense as a portfolio, not just as a single transaction.
Questions we answer before you commit
Clear answers first. If one question changes the deal, bring it into the review before you move money.
Q1Is this only for short-term rental investors?+
No. It is most useful for buyers blending primary homes, long-term rentals, and potential short-term rental acquisitions who want to know what move matters most next.
Q2Do you replace my CPA?+
No. We build the real-estate-side model and coordinate with your CPA so the recommendations fit the return, not fight it.
Book the Real Estate Review first
We start with your income, target timeline, and next move. Then we decide whether this service is the right entry point.
Book a Real Estate ReviewNext steps
Keep moving forward
Real Estate Review
Book a Real Estate Review to compare your property, equity, financing, timing, and next real estate decision with Aditya Kasturi.
View guide ->Tax Strategy Services for Real Estate Buyers
Real Estate Reviews, short-term rental tax strategy, cost segregation planning, and bonus depreciation guidance for Eastside households.
View guide ->