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[Webinar] Tax Strategies for Passive Real Estate Investors

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Jonathan Spitz
June 12, 2026
June 11, 2026
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Tax-Advantaged Investing

Are your real estate investments working as hard for you at tax time as they do throughout the year? We hosted a webinar designed specifically for passive real estate investors.

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Your host, Jon Spitz of Lightstone DIRECT, is joined by Nathan Sosa, CPA, MST, Manager of National Tax at Hall CPA PLLC — one of the leading tax advisory firms specializing in real estate. Nathan advises real estate investors on partnership taxation, real estate tax strategy, and private equity and SMB structures. He is also the co-host of the Tax Smart Real Estate Investors Podcast and the Major League Real Estate Podcast.

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In this webinar, we cover:

  • How taxable income is structured and allocated in real estate syndications
  • What K-1 losses and depreciation mean for your return — and the common limitations investors encounter
  • The pros and pitfalls of investing through SDIRAs and Solo 401(k)s
  • How passive activity, basis, at-risk, and excess business loss rules may affect you

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Watch it below:

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Jonathan Spitz

Jonathan Spitz is the Head of Capital Formation at Lightstone DIRECT, where he oversees fundraising and business development activities associated with Lightstone’s real estate investment platform. With more than a decade of experience in private real estate, Jonathan specializes in helping high-net-worth individuals, RIAs, and family offices access institutional-quality multifamily and industrial opportunities. Before joining Lightstone, Jonathan spent five years at Origin Investments, where he played a key role in scaling the firm’s capital raising efforts among RIAs, family offices, and high net worth individuals.

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