FBF #533: Cost Segregation Explained - with Kimberly Lochridge

Real Estate Investing for Cash Flow with Kevin Bupp

Kevin Bupp

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4.9 • 675 Ratings

🗓️ 30 December 2022

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today's Flash Back Friday Episode is from Episode #239, which originally aired on September 26, 2017.

In this episode of the Real Estate Investing for Cashflow podcast, Kevin, along with his business partner at Sunrise Capital, Brian Spear, talk cost segregation with Kimberly Lochridge. Kimberly is the Executive Vice President for Engineered Tax Services, Inc. (ETS), an industry-leading provider of specialty tax services in the United States. Kimberly’s business management skills have positioned her as a big-league tax expert for Fortune 500, ultra-high net worth individuals, single and multiple family offices, architects, engineers, and CPAs nationwide.

In this informative conversation, Kimberly explains what cost segregation is and how it can help businesses. She also answers frequently asked questions asked by Brian to separate fact from myth surrounding cost segregation. The guests also present and discuss a case study to further shed light on how cost segregation works and tackle other topics pertinent to this business practice.

Transcript

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0:00.0	Welcome to this week's edition of Flashback Friday.
0:05.0	It's your opportunity to get some good review by listening to episodes from the past that Kevin is handpicked to help you along your investment journey.
0:13.0	If you like to partner with Kevin and join his team at Sunrise Capital Investors, head to Invest with Sunrise.com to learn more.
0:20.0	That's Invest with Sunrise.com. Enjoy the show.
0:26.5	Our guest to this week show is cost segregation expert Kimberly Lockridge. Kimberly is the executive
0:31.9	vice president for engineered tax services, Inc. an industry leading provider of specialty tax
0:37.1	services in the United States.
0:39.0	Kimberly possesses a powerful combination of real-world business management skills with a fundamental
0:43.1	understanding and practical application of tax codes as it relate to real estate and energy
0:47.9	efficiency incentives. This knowledge and experience has uniquely positioned her as a big league
0:53.2	tax expert for Fortune 500,
0:55.7	high net worth individuals, also high net worth individuals, single family and multifamily offices,
1:00.8	architects, engineers, and CPAs worldwide. In addition to her, a role as EVP at Engineer Tax
1:06.3	Services, Kimberly also serves on the Investment Council for a private family office where she reviews potential opportunities and co-investments for the family's portfolio.
1:15.8	This activity has earned her a seat on the tax committee for the Washington, D.C. based real estate roundtable group as well as a variety of board positions.
1:23.7	So, guys, I'm very excited to have a candid conversation with Kimberly about a variety of topics
1:27.9	revolving around the power of utilizing cost-sex studies as part of your real estate tax playing
1:32.5	strategies. And I'm absolutely confident you guys will find huge value in our time together.
1:36.9	Additionally, I added a little bonus surprise for you guys. Our very own Brian Spear,
1:40.8	it's going to be joining us today as well. And you might ask, in case you haven't talked to us here at Sunrise, who is Brian? Well, Brian's actually my business partner. And he's the co-founding
1:48.1	principal here at our investment firm, Sunrise Capital Investors. And when I made the mention that we
1:52.7	were going to be a part of this.
	...

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