Webinar covering how certain illiquid investments, including ground-up construction projects, may become candidates for discounted Roth conversions.
...BV Capital President & The Prudent Plastic Surgeon Discuss Tax Strategies for using ROTH IRA Conversions through real estate.
...As we enter 2026, the senior housing sector moves from a “niche” alternative to a core institutional requirement. For the long-term investor, it offers a rare combination: the stability of a needs-based service and the growth potential of a massive demographic shift.
...This article examines BV Capital’s approach to ground-up multifamily development, exploring how this strategy differs from traditional value-add investing. We cover the unique economic advantages, our two-phase investment structure, risk management framework, and institutional exit strategy, with particular focus on our Texas markets.
...Roth IRA’s are preferred due to the potential of tax-free growth, but there are limits to high income earners on contributing to a Roth. Upon starting construction a new valuation is issued with a reduced value, allowing for a Roth conversion at a discount.
...New multifamily construction starts have dropped across Texas from 2022 at a sizable margin. With fewer units coming online and the migration to Texas showing no signs of slowing, we expect to see this supply-demand imbalance materialize in 2025.
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