Inject pref equity into a stressed deal at 15–20% pref + control terms.
In a high-rate environment, sponsors with maturing loans and depressed values need rescue capital. Coming in with pref equity at a 15–20% coupon plus promote crammed-down waterfall, board control, and forced-sale rights delivers institutional returns with equity-lite downside. Requires deal sourcing (broker networks, servicer relationships) and rigorous legal structuring.
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Borrow against cash-value life insurance at guaranteed rates.
Deduct 60–80% of working-interest investment in year 1.
Insure your own business risks — premiums are deductible.
Hedge funds + alternative assets inside a tax-free wrapper.
Sell appreciated assets tax-free + get lifetime income + charitable deduction.
Deduct now at FMV, grant to charity later — skip cap gains.
Lock in the $13.6M estate exemption before 2026 sunset.
Transfer appreciation to heirs with near-zero gift tax.