The Crexi Commercial Real Estate Podcast: Conversations in All Things CRE

Maximizing Tax Efficiency in Commercial Real Estate

Apr 10, 2024

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This episode dives into unknown and upcoming tax advantages for CRE investors with Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals.

The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate.

Host Taylor Curtiss sits with Randy to discuss commonly used and untapped tax opportunities in commercial real estate, including cost segregation and renewable energy tax credits, and how these can significantly benefit investors and developers. Randy also shares insights into the impact of the Inflation Reduction Act on the sector and stresses the importance of following one's passion. Additionally, Randy opens up about his personal journey of recovery following a stroke, how it reshaped his outlook on life, and led to his involvement in craft beer entrepreneurship.

Meet Randy Crabtree: From Stroke Survivor to Tax Incentive Guru
Randy's Unexpected Journey into Accounting and Taxation
Learning from Early Career Shifts: Passion Over Profit
A Pivotal Career Moment: The Importance of Corporate Culture
The Birth and Growth of Tri-Merit: A Story of Passion and Persistence
The Unique CPA Podcast: Sharing Knowledge and Inspiring Change
Redefining Success: Lessons from the Podcast and Beyond
Confronting Mental Health: Randy's Personal Battle and Advocacy
Embracing Vulnerability and Its Impact
The Power of Sharing Personal Stories
Strategies for Mental Recharge and Avoiding Burnout
Daily Habits for Mental Wellness
Exploring Tax Opportunities in Commercial Real Estate
Renewable Energy Tax Credits: A Game Changer
Navigating the Inflation Reduction Act
The Importance of Reputable Tax Advice
Personal Stories and Passion Projects
Future Trends in Commercial Real Estate
Rapid Fire Questions and Final Thoughts

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About Randy Crabtree:

Randy Crabtree is a widely followed author, lecturer, and podcast host for the accounting profession. Randy is also past President of the 501(c)(3) Stroke Survivors Empowering Each Other (SSEEO) and partner in an award-winning craft beer and bottle shop in Chicago, Illinois.

Since 2019, he has hosted the weekly “The Unique CPA” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser, cpa Trendlines, and intuit. He is a regular presenter at events around the world.

Randy’s perspective took a sharp turn in 2014 when he suffered from a stroke. The path to recovery led him to re-focus on the importance of helping others and incorporating things he was passionate about into everyday life. As co-founder of Tri-Merit, this meant educating staff – and anyone who would listen -- on stroke awareness, early detection and on the simple pleasures in life like craft beer.

If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox.

For show notes, past guests, and more CRE content, please check out Crexi’s blog.