Direct Index Investing: A Tax-Saving Strategy for Real Estate Investors
Jun 27, 2025
Tired of watching high taxes eat into your real estate profits? Discover how direct indexing can help you minimize capital gains taxes, boost after-tax returns, and maintain liquidity without selling assets. Mo Al Adham, founder and CEO of Frec, will share proven strategies tailored for real estate investors. You’ll learn how tax-loss harvesting offsets capital gains, why ETFs and mutual funds leave money on the table, and how a Portfolio Line of Credit (PLOC) provides financial flexibility while keeping your investments intact.
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