The Pre-Sale Tax Strategy Session · Free · Confidential · 30 Minutes
For self-storage, boat, and RV storage owners thinking about selling. There are seven tax deferral structures beyond the standard 1031 exchange, and most owners hear about them after closing, from their accountant. In thirty minutes we narrow the seven to the two or three that fit you, and run the number you actually need.
A clear-eyed look at what a sale would trigger in capital gains and depreciation recapture, and the entity questions your CPA will need settled before anything else.
Where your facility sits in its life cycle, and the operational cleanups institutional buyers actually pay premiums for, starting with the operating statement.
The seven structures beyond the standard 1031, narrowed to the two or three that fit you, and the cash flow replacement math run on your actual number.
How the step-up in basis and your estate plans fit the structure you choose, coordinated with your CPA and your attorney rather than around them. Every structure has an honest catch, and we name it.
A straight read on your property against the deadlines each structure carries, including the answer nobody selling you something will give: sometimes waiting two more years serves you better. You will hear it from us if it is true.
Oakside is a boutique advisory firm, and self-storage, boat, and RV storage is the only thing we do. The structures in this session are not theory. They are running in live transactions right now.
Scott and Duncan built two storage facilities in South Georgia over twenty years, sold them through Oakside, and moved the proceeds through a tax-deferred exit. From a recorded interview, in their own words.
"If it weren't for the continuum of value that Oakside offered, with respect to not only optimizing the sale but optimizing also the asset to which the resources go, we might not have sold at all."
"Nobody had presented to us the full DST to 721 process like Oakside did, and then also put the team together."
"It's exactly like you laid out that it would be."
Thirty minutes, on us. Nobody asks you for financials, a rent roll, or a tax return, and nobody asks you to sign anything. You leave with a short list, a real number, and a straight answer on timing.
