Cost segregation, real estate investing, self-storage investing, depreciation, and real estate tax strategies—CPA Sean Graham explains how investors can improve cash flow and build wealth.
Real estate investing is about more than buying the right property. The tax strategy behind the deal can have a major impact on cash flow, returns, and long-term wealth.
Sean Graham, CPA, real estate investor, and founder of Maven Cost Segregation, joins Matt Meehan and Luigi Rosabianca to break down how cost segregation works, why depreciation matters, and how self-storage became part of his real estate investment strategy.
Sean explains how cost segregation studies can identify components of a property that may qualify for shorter depreciation schedules, potentially accelerating deductions and improving near-term cash flow.
The conversation also covers self-storage investing, real estate financing, depreciation recapture, tax planning, and the risks of trying to handle a cost segregation study without the right expertise.
If you own investment property, are considering commercial real estate, or want to better understand the tax side of real estate investing, this episode gives you a practical look at the numbers behind the strategy.
In this episode, you’ll learn:
* How Sean went from CPA to real estate investor * Why self-storage can be an attractive real estate investment * How financing strategies can help investors acquire property * What cost segregation is and how it works * How accelerated depreciation may affect cash flow * Why timing matters when using depreciation strategies * What investors should understand about depreciation recapture * Why a DIY cost segregation study may create unnecessary risk * How tax planning fits into a larger real estate investment strategy * Why investors should think about taxes before—not after—buying a property * How self-storage investments can scale over time
Learn more about Sean and Maven Cost Segregation: mavencostseg.com
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Chapters
00:00 Introduction to the Liquid Lunch Project 01:01 The Entrepreneurial Spirit of a CPA 03:06 Transitioning into Real Estate 05:52 Exploring Self-Storage Opportunities 09:07 Market Dynamics of Self-Storage 12:01 Understanding the Demand for Self-Storage 13:00 Tax Benefits of Real Estate 15:47 Cost Segregation Explained 19:26 Engaging with Cost Segregation 22:18 Understanding the Cost Segregation Process 25:06 Depreciation and Tax Implications 29:52 Strategies for Managing Depreciation Recapture 33:15 Timing and Strategic Use of Depreciation 34:46 Innovative Cost Segregation Examples 37:49 Scalability in Storage Unit Investments
Keywords
cost segregation, real estate investing, self storage investing, real estate tax strategies, Sean Graham, Maven Cost Segregation, depreciation, bonus depreciation, accelerated depreciation, cost segregation study, real estate tax benefits, self storage investment, real estate investor, CPA, depreciation recapture, investment property tax strategy, commercial real estate, real estate cash flow, tax planning for real estate investors, real estate wealth, Liquid Lunch Project
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DISCLAIMER: This episode was previously released on April 17, 2025. Guest titles, company information, websites, promotional offers, statistics, tax rules, and other details discussed in the episode may have changed since the original recording.
One important 2026 update: federal depreciation rules have changed, and current IRS guidance generally allows 100% bonus depreciation for eligible property acquired and placed in service after January 19, 2025, subject to applicable requirements and limitations.
The promotional offer from Maven Cost Segregation mentioned in the episode may also have changed or expired; please contact Maven directly for current pricing and offers.
This episode is for educational purposes only and should not be considered tax, legal, accounting, financial, or investment advice. Consult qualified professionals regarding your specific circumstances.
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By: The Liquid Lunch Project Title: Real Estate Tax Strategies Every Investor Should Understand Sourced From: www.youtube.com/watch?v=BXvM2VArVp8
