ON-DEMAND INSIGHTS
Welcome to Insights, an IMG video series that dives into topics relevant to multifamily real estate to help you make more informed investment decisions.*
From rising stock market volatility to strengthening fundamentals in multifamily real estate, IMG principals break down how each investment type responds to economic cycles, sentiment, and structural trends. In this episode, explore how investors can find balance across asset classes in today’s shifting market.
Presenters:
Neil Schimmel, Founder & CEO, Investors Management Group ("IMG")
Karlin Conklin, Principal, Co-President & COO, IMG
Moderated by Dave Mikkelsen, Director of Investor Relations, IMG
Tax reporting is a critical aspect of multifamily real estate investing, especially when using structures like LLCs or tenants in common (TICs). LLCs allow investors to earn rental income and capital gains as though they owned the real estate directly, with tax reporting streamlined through Form 1065 and Schedule K-1s. TIC investors, on the other hand, report their share of income, expenses, and depreciation directly on their personal tax returns. In this video, we walk through the tax reporting basics for multifamily investors, breaking down the differences between partnerships and TICs and how they impact your tax filings.
Presenters:
Ric Say, CPA Partner, Lucove, Say & Co.
Moderated by Dave Mikkelsen, Director of Investor Relations, IMG
In this four episode mini-series real estate tax expert, Ric Say discusses various tax benefits of real estate investing.
Episode 1: Long-Term Capital Gains talks about the difference between short-term and long-term capital gains and how they affect taxes in real estate investing. Understanding this difference is crucial for multifamily investors as it impacts their overall tax liability and financial planning strategies.
Episode 2: Depreciation and Cost-Segregation breaks down the tax treatment and calculations involved in depreciation and explores strategies to optimize deprecation deductions such as conducting a cost segregation study.
Episode 3: Rental Income defines earned income versus rental income. Unlike earned income from wages or self-employment, rental income is not subject to Social Security and Medicare taxes (FICA). This key distinction allows multifamily investors to retain more of their earnings while still benefiting from other tax deductions and strategies.
Episode 4: 1031 Like-Kind Exchange walks through the mechanics of the 1031 like-kind exchange, its requirements, and the strategic advantages it offers. This tax benefit can maximize your returns and expand your real estate investments effectively.
Presenters:
Ric Say, CPA Partner, Lucove, Say & Co.
Moderated by Dave Mikkelsen, Director of Investor Relations, IMG
In this three episode mini-series IMG principals discuss various aspects of successful vertical integration.
Episode 1: Asset Management vs. Property Management explores how the asset management and property management functions work together to achieve optimal performance outcomes for each property.
Episode 2: Cornerstones of Effective Management builds on that foundation and further discusses accountability as the responsibility taken by both groups. It covers the importance of a desirable company culture, regular performance reviews, transparent reporting, and open dialogue.
Episode 3: Vertical Integration in Multifamily Real Estate defines vertical integration as consolidating and controlling different stages of the real estate management process. This episode explains the benefits and important factors to consider when implementing vertical integration.
Presenters:
Neil Schimmel, Founder & CEO, Investors Management Group ("IMG")
Karlin Conklin, Principal, Co-President & COO, IMG
Moderated by Dave Mikkelsen, Director of Investor Relations, IMG
Multifamily Industry News Roundup – March 2025
IMG’s principals share a curated collection of recent headlines to help you understand what’s happening in today’s multifamily industry, illuminating the latest trends and pivotal developments in the market. Will Multifamily Thrive in ’25? Multi-Housing News By Stephan Coste The multifamily real estate market for 2025 holds optimism due to economic shifts and accessible financing […]
IMG Speaks on Multifamily AI Innovation at CRETech Webinar
Woodland Hills, CA – October 4, 2024 – CRETech hosted a global webinar this week featuring a panel of experts discussing cutting-edge AI applications in multifamily management. Moderated by Emily Wright, Head of Content at CRETech, the virtual event brought together industry leaders to explore how digital platforms are enhancing resident engagement, streamlining operations, and […]
Expenses continue to grow at above-trend levels
Woodland Hills, CA— April 3, 2024—Expenses for multifamily properties, particularly property insurance, have been increasing rapidly in recent years. The rise in expenses, particularly driven by property insurance, marketing, administrative, and repairs and maintenance costs, led to an overall increase of 7.1% per multifamily unit nationally as of January 2024, according to a new […]
Multifamily News Roundup – March 2024
IMG’s principals share a curated collection of recent headlines to help you understand what’s happening in today’s multifamily industry, illuminating the latest trends and pivotal developments in the market. Multifamily Investors Plan to Transact More Soon GlobeSt By Richard Berger The CBRE’s 2024 Global Multifamily Investor Intentions Survey indicates a strong inclination towards increased multifamily […]
NMHC Annual Meeting Recap: Optimism Abounds for 2024
Woodland Hills, CA— January 31, 2024— Investors Management Group attended the 2024 National Multifamily Housing Council (NMHC) Annual Meeting in San Diego. Designed exclusively for NMHC Members, the meeting is the largest gathering of the year where multifamily leaders come together for educational presentations and networking. In recent years, the four-day event has drawn record-breaking […]
4 Reasons a TIC Investment Makes Sense Right Now
By: Karlin Conklin, IMG Principal, Co-President & COO What is TIC ownership? Tenancy in Common, or a “TIC” as it is called, is a type of real estate ownership in which there are two or more co-owners. In this ownership structure, each co-owner has a separate legal title to their undivided interest. Each interest can […]
IMG investment markets among the top real estate prospects in 2023
The latest Urban Land Institute (ULI) Emerging Trends in Real Estate report names several IMG investment markets among the top U.S. markets to watch in 2023. Following in-depth analysis and surveys with industry professionals, the annual report “provides an outlook on real estate investment and development trends, real estate finance and capital markets, property sectors, […]
First-of-its-kind study reveals surprising rent-to-income ratios
Data From Millions of Apartment Leases Shows Renters Spend 23% of Income on Rent According to a first-of-its-kind study from RealPage, affordability for market-rate apartments is not a major concern for owners as income wage growth is moving along with rent increases. The 2022 Market-Rate Apartment Affordability Report issued in July revealed that market-rate residents […]
*Disclaimer: This communication and the information contained on this website are provided for general informational purposes only and should neither be construed nor intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Investors Management Group, Inc. (“IMG”) does not provide legal or tax advice. Consult your team of skilled professionals, including your financial planning professional, estate planning attorney, tax advisor and/or trust officer as you develop or modify your financial planning strategies.