Playbooks

    Your situation is unique. You're in good company.

    Most investors like you start from one of four proven plays. We tailor yours to your numbers, then run it with you.

    Which sounds like you?

    The high-earner STR play

    W-2 or business income at a high bracket, buying a short-term rental.

    Illustrative first-year tax offset
    $41K–$70K
    Example: $650K Utah short-term rental · 37% bracket · bought this year
    Applies when average stays are 7 days or less and you materially participate.
    • Short-term rental qualification plan
    • Cost segregation study
    • Participation logging in the member app
    • Attorney-formed LLC and buy-side representation*
    Take the 2-minute STR check

    The real estate professional play

    You or your spouse work in real estate full time and own rentals.

    Illustrative first-year tax offset
    $62K–$111K
    Example: $1.2M Utah multifamily · 37% bracket · bought this year
    Applies when you qualify for Real Estate Professional Status (750+ hours and more than half your working time).
    • REPS hour tracking and annual review
    • Cost segregation study
    • Entity structure and operating agreement
    • Coordination with your CPA at filing
    Run my numbers

    The 1031 move-up

    You're selling a rental that has gone up in value and want to buy bigger.

    What it does
    Defer the tax. Keep the equity working.
    Sell a rental that has gone up in value and roll the gain into your next property
    Deferred, not eliminated. Requires a qualified intermediary and the 45- and 180-day deadlines.
    • Exchange plan and deadline tracking
    • Qualified intermediary coordination
    • Buy-side representation on the replacement*
    • Fresh cost segregation on the new property
    Take the 2-minute 1031 check

    The first rental, set up right

    You're buying your first Utah rental and want it structured from day one.

    Illustrative first-year write-off
    $52K–$105K
    Example: $500K Utah long-term rental · bought this year
    Usable now with REPS. Otherwise it generally carries forward against future rental income.
    • Attorney-formed LLC, EIN and operating agreement
    • Attorney-drafted Utah lease
    • Business bank account support
    • Buy-side representation*
    See my savings estimate

    Buying two or more this year?

    We combine these plays across properties and entities, with off-market Utah deal access and priority underwriting.

    Book an intro call

    Figures are illustrative windows from the same model as our cost seg calculator, not guarantees or tax advice. Results depend on your facts, the study, current law and your CPA's review. STR and REPS figures assume Utah land shares, 100% bonus depreciation and federal plus Utah rates.

    Every playbook includes

    A written plan built around your numbers
    One team for strategy, legal setup and the purchase
    Coordination with your CPA at filing
    Member app for hours, documents and progress

    How it starts

    Every engagement is scoped to you. You'll know exactly what's included before you commit.

    1

    15-minute intro call

    Your goals, your properties, your timeline. No pressure.

    2

    Your playbook and quote

    We match you to a playbook, adjust it to your situation, and scope it in writing.

    3

    We run it with you

    Entities, property, study and filing coordination, on a clear schedule.

    Quick answers

    Why don't you list prices?

    Because no two plans are the same size. We scope your playbook on the call and send the quote in writing before you commit.

    Do you replace my CPA?

    No. Your CPA keeps your return. We build the plan, set up the pieces, and hand your CPA what they need at filing.

    What if I don't qualify for REPS or the STR rules?

    Then we tell you, and show what it would take to qualify or what still helps now, like setting up the property right and carrying losses forward.

    * About buy-side representation

    Repsie's strategy and setup fees cover tax-strategy and setup services only. Real estate representation by Carson Glover (Utah DRE License #10189664-SA00, KW Westfield) is a separate engagement, compensated through customary real estate commissions per your buyer or listing agreement.

    Not sure which playbook fits?

    Take the two-minute savings check. We'll point you to the play that fits.