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
A Smarter Approach for Property Teams – Julie Flesner Interviewed
Woodland Hills, CA – June 10, 2025 – Smartphones have become central to everyday life—serving as access points to everything from finances and photos to social media and now apartment living. In response, property managers are adopting mobile apps and smart technology to improve efficiency and elevate the resident experience. With the rise of cloud-based […]
IMG Announces Multifamily Sale in Seattle
Woodland Hills, CA – May 29, 2025 – Investors Management Group, Inc. (“IMG”) announced the sale of Foster Creek Apartments, a 179-unit multifamily community located at 15110 Macadam Road South in Tukwila, WA. IMG acquired the asset off-market in July 2015 as a value-add investment opportunity. The property was constructed in phases between 1968 and […]
IMG Speaks at Apartment Innovation Conference in LA
Woodland Hills, CA – May 7, 2025 – The Apartment Innovation and Marketing (AIM) Conference once again delivered insights and high energy, drawing more than 1,200 multifamily industry leaders to Huntington Beach, California. Known as the premier event for multifamily technology innovation, AIM offers a unique blend of educational and networking opportunities. Topics are focused […]
VALUE-ADD CASE STUDY: 175 UNITS, ATLANTA
Over four years, $1.7 million in value-add improvements upgraded this community with new exterior paint, renovated leasing center, new poolside lounge & BBQ area, and upgraded interiors. Under IMG's asset management to reposition the property, NOI grew at an average annual rate of 12.5%.
*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.