Back to All Guides Free Guide · 21 Pages

Tax Strategies for Facility Sales

Keep More of What You've Earned

What's Inside

Selling a self storage facility can trigger significant tax liability - but the right strategy can save you hundreds of thousands of dollars. This guide breaks down every major tax strategy available to facility sellers, with estimated savings at multiple price points.

Who This Is For

Facility owners planning a sale in the next 12 months, CPAs and advisors working with storage clients, and anyone who wants to understand the tax implications before listing.

Key Topics Covered

1031 exchanges - mechanics, timelines, and common pitfalls
Installment sales and how to defer gains over time
Depreciation recapture - what it is and how to minimize it
Cost segregation studies and their impact on your tax basis
Estimated tax scenarios at $2M, $5M, and $10M+ sale prices
Opportunity Zones, charitable strategies, and advanced planning
21 pages · PDF
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