IDAG Managed Income Assets™

How We Got Into Real Estate and Business

The Principals initially built their careers in engineering. In an effort to keep more of the W2 income and to diversify income streams, we educated ourselves about the options available, how the laws work and how we can bring our strengths into these endeavors. 

Primary Customer Persona: High-Income W-2 Earners (Tech, Healthcare, Engineering)

• Pay the highest marginal tax rates

• Need legal, passive tax strategies if not a business owner or real estate professional.  They cannot access bonus depreciation, business deductions or real-estate losses unless they meet the IRS material participation rules. Also, their time may be better invested in doubling down on their expertise rather than struggling in a new business.

• Are time-poor, analytical, risk-averse

The U.S. tax code rewards people who invest in businesses and housing.
It allows strategies like:

• Depreciation

• Cost segregation

• 1031-like exchanges

• Passive losses (when allowed by IRS rules) that can offset passive income

• Entity Structures: Corporations, LLCs, trusts, and funds change tax outcomes

Illustrative, hypothetical example of $100,000 investment in a tax-optimized asset*:

• Asset distributes $8,000 cash in Year 1

• Depreciation allocated = $20,000

• Taxable income in Year 1 = NEGATIVE $12,000

Illustrative outcome: the asset could distribute cash while tax depreciation reduces taxable income attributable to the investment*

How We Work

1. ID Asset Group Inc (IDAG) identifies and underwrites a property.

2. IDAG and its principals acquire and operate the asset — deal sourcing, negotiation, oversight of property management, and performance monitoring.

3. IDAG manages the asset for income and long-term value.