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How Syndicated Conservation Easements Work (And Why the IRS Cares) | Ep 97
(Watch the YouTube video of this episode here)
In this episode of the Furlo Capital Real Estate Podcast, we dive into the fascinating world of historic preservation easements. We unpack what these easements are, how they work, and why they are crucial for historic real estate investing. We explore the concept of easements, the requirements for a property to be considered historic, and the financial benefits, including tax deductions, that come with historic preservation easements. We also touch on the more complex syndicated conservation easements and how they can be leveraged for significant tax savings. Tune in to sound smart at your next cocktail party or networking event!
// Key Moments
- 00:00 Intro
- 03:48 Understanding Easements
- 04:53 Historic Preservation Easements Explained
- 11:21 Tax Benefits of Easement Donations
- 13:02 Historic District Value and Development Potential
- 15:14 Charitable Deductions and Historic Easements
- 17:19 Syndicated Conservation Easements Explained
- 19:31 Investor Benefits and Tax Implications
- 22:27 Practical Considerations and Conclusion
// 5 Key Lessons
- Preserve the past to profit in the present: Donating an easement can protect your building’s character while qualifying for massive charitable deductions.
- Don’t renovate your way out of a deduction: Keeping a building’s historic facade intact could be the smartest investment decision you make.
- Find your nonprofit wingman: You can’t just call your building “historic” — you’ve got to gift that easement to a qualified nonprofit to make it legit.
- Get paid to care about history (sort of): The IRS rewards investors who preserve the look of historic buildings — just make sure your paperwork can survive an audit.
- Leverage old bones for new tax breaks: A 1920s facade might look vintage, but those deductions are fresh.
// Let's build your wealth and improve housing, together.
I spent 12 years as a data scientist at HP and purchased $5M worth of real estate over 15 years using my own money. Now, I'm partnering with busy professionals to diversify their investments and generate passive income through real estate syndications and short-term flips—without dealing with tenants, toilets, or tantrums.
At Furlo Capital, we believe real estate isn't just a transaction; it's a partnership. Our value-add approach creates win-win situations where residents thrive, and investors build wealth. We're not just in this to make money—we want to make a difference.
If you're ready to diversify from stock market volatility and want reliable, steady returns, let's build your wealth and improve housing, together.Want to dive deeper into my investing thesis and strategy?
👉 Learn more: https://furlo.com
Curious about the critical questions to ask before investing?
👉 Get my 196-question due diligence vault: https://furlo.com/good-deals-only-ebook
// DisclaimerPlease note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors.
View all episodes
By James Furlo(Watch the YouTube video of this episode here)
In this episode of the Furlo Capital Real Estate Podcast, we dive into the fascinating world of historic preservation easements. We unpack what these easements are, how they work, and why they are crucial for historic real estate investing. We explore the concept of easements, the requirements for a property to be considered historic, and the financial benefits, including tax deductions, that come with historic preservation easements. We also touch on the more complex syndicated conservation easements and how they can be leveraged for significant tax savings. Tune in to sound smart at your next cocktail party or networking event!
// Key Moments
- 00:00 Intro
- 03:48 Understanding Easements
- 04:53 Historic Preservation Easements Explained
- 11:21 Tax Benefits of Easement Donations
- 13:02 Historic District Value and Development Potential
- 15:14 Charitable Deductions and Historic Easements
- 17:19 Syndicated Conservation Easements Explained
- 19:31 Investor Benefits and Tax Implications
- 22:27 Practical Considerations and Conclusion
// 5 Key Lessons
- Preserve the past to profit in the present: Donating an easement can protect your building’s character while qualifying for massive charitable deductions.
- Don’t renovate your way out of a deduction: Keeping a building’s historic facade intact could be the smartest investment decision you make.
- Find your nonprofit wingman: You can’t just call your building “historic” — you’ve got to gift that easement to a qualified nonprofit to make it legit.
- Get paid to care about history (sort of): The IRS rewards investors who preserve the look of historic buildings — just make sure your paperwork can survive an audit.
- Leverage old bones for new tax breaks: A 1920s facade might look vintage, but those deductions are fresh.
// Let's build your wealth and improve housing, together.
I spent 12 years as a data scientist at HP and purchased $5M worth of real estate over 15 years using my own money. Now, I'm partnering with busy professionals to diversify their investments and generate passive income through real estate syndications and short-term flips—without dealing with tenants, toilets, or tantrums.
At Furlo Capital, we believe real estate isn't just a transaction; it's a partnership. Our value-add approach creates win-win situations where residents thrive, and investors build wealth. We're not just in this to make money—we want to make a difference.
If you're ready to diversify from stock market volatility and want reliable, steady returns, let's build your wealth and improve housing, together.Want to dive deeper into my investing thesis and strategy?
👉 Learn more: https://furlo.com
Curious about the critical questions to ask before investing?
👉 Get my 196-question due diligence vault: https://furlo.com/good-deals-only-ebook
// DisclaimerPlease note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors.