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Title: The Investors Winning This Cycle Treat Tax Strategy and Values as One

Most investors manage two conversations in parallel. One is with their financial advisor or CPA: how do I grow this capital, and how do I minimize what I owe? The other is a quieter, less quantified conversation about what they actually believe in and whether those beliefs show up anywhere in their portfolio.Steven Libman, founder of Investing With Purpose™, has spent the past 15 years making the case that treating these as separate conversations is both financially and philosophically inefficient. His firm operates multifamily real estate assets under a faith-driven investment framework, and Libman argues that the investors who will win the next market cycle are those who finally merge the two discussions."Tax strategy and values strategy should be part of the same conversation," says Libman. "Not separate ones."Bonus Depreciation Is Back: What the Big Beautiful Bill Actually MeansThe policy backdrop here is significant. The legislative package passed in 2024 reinstated 100 percent bonus depreciation for qualifying real estate investments, reversing a phasedown that had been reducing the benefit since 2018. For investors in multifamily and other eligible real estate structures, this is a material change to the tax calculus.What it means in practice: investors can commission a cost segregation study on a property, which accelerates a portion of the building's value into year-one depreciation rather than spreading it across the standard 27.5 or 39-year schedule. The result is a paper loss in year one that can substantially offset taxable income.In structures where cost segregation is applied, it is not uncommon for the paper loss generated in year one to represent a significant portion of the original investment amount — while the investor continues to receive distr...

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