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
IMG’s Multifamily Recapitalization Demonstrates Investor Confidence
Woodland Hills, CA — October 31, 2025 — Experienced investors are stepping back into the multifamily market and Investors Management Group, Inc. (IMG)’s Vistas at Plum Creek is the latest example. The company has completed a $28.6 million refinance and partial syndication of the 186-unit community in Castle Rock, CO. Existing owners increased their stakes […]
IMG Attends GlobeSt. Multifamily Fall 2025
Woodland Hills, CA – October 21, 2025 – Cautious optimism for a continued commercial real estate recovery set the tone at this year’s GlobeSt. Multifamily Fall event. Similar to the sentiment in 2024, owners, lenders, and brokers are still navigating a complex and unpredictable market. Demand for rental housing remains generally stable, with some markets […]
LA Times Taps IMG CFO as a Commercial Real Estate Visionary
Woodland Hills, CA – October 20, 2025 – The Los Angeles Times selected Marc Gordon, Principal, Co-President and CFO of Investors Management Group (IMG), as one of the city’s “Commercial Real Estate Visionaries.” The award recognizes CRE professionals driving progress in commercial real estate through innovation, leadership and community impact. For more than 25 years, […]
Patti Higgins Named one of GlobeSt’s 2025 Influencers in Multifamily
Atlanta, GA — October 14, 2025 — Investors Management Group (IMG) and Parktown Living are proud to announce that Patti Higgins, Senior Vice President of Property Management, has been honored as one of GlobeSt’s 2025 Influencers in Multifamily Real Estate. This annual recognition spotlights the most impactful professionals driving change and excellence in the multifamily […]
IMG Hosts Private Investor Event in Los Angeles
Woodland Hills, CA—October 6, 2025— Investors Management Group, Inc. (IMG) hosted an exclusive event in Westlake Village, CA for investors and industry partners. The evening featured a discussion panel moderated by Investor Relations Director Dave Mikkelsen, and featured IMG principals Neil Schimmel, Karlin Conklin, and Marc Gordon who shared their perspectives on today’s multifamily market. […]
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.