Services
Browse the planning lanes that help owners reduce liabilities, preserve cash flow, and avoid walking past savings hidden in acquisitions, operations, renovations, assessments, dispositions, and advisor handoffs.
Meet Jamie PopeWatch Jamie’s service overviewFounder-led guidance, ready when you are.Situation-first meeting preparation
Choose the property decision or pressure point you recognize. This short, deterministic intake organizes likely paths, useful facts, call questions, and advisor roles before you schedule.
A JPOPE professional reviews the facts and appropriate source documents before substantive recommendations. The six planning lanes remain the explanatory framework—not something you need to diagnose first.
Service finder
Start with the decision window: acquisition and renovation often point to depreciation or credits, assessment notices point to property tax appeals, and sale planning points to capital gains or Opportunity Zone review.
The services are grouped into six planning lanes: Depreciation & Basis, Credits & Incentives, Valuation & Appeals, Transaction Planning, Portfolio Planning, and Advisor Collaboration.
Yes. JPOPE packages CRE-specific analysis, assumptions, workpapers, and planning notes so the existing CPA, broker, attorney, or wealth advisor can stay central to the client relationship.
Planning lane
Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.
Owners, investors, CPAs
Accelerate supportable 5, 7, and 15-year depreciation, evaluate current 100% bonus depreciation fit, and document the study for CPA review.
Owners, investors, accounting teams
Review fixed asset schedules, class lives, repair/capitalization decisions, and depreciation methods so owners do not leave cash flow trapped on the books.
Planning lane
Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.
Owners, developers, designers
Screen energy-efficient commercial buildings for 179D deductions while construction-start, certification, and placed-in-service records are still available.
Developers and multifamily owners
Identify 45L credit opportunities for qualifying residential and multifamily developments before unit, acquisition, and certification records scatter.
Owners, developers, preservation teams
Evaluate historic rehabilitation incentives early so preservation goals, financing, project scope, and tax documentation move together.
Developers, operators, engineering teams
Identify qualifying technical uncertainty, engineering, software, construction, and process-improvement activity while evidence is still fresh.
Planning lane
Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.
Owners, investors, asset managers
Challenge over-assessments with evidence-backed appeal support, valuation review, and no-recovery/no-fee positioning where available.
Owners, lenders, advisors
Support insurance, tax, transaction, lender, and planning decisions with defensible appraisal and engineering replacement reporting.
Owners, buyers, asset managers
Identify building-system issues, capital exposure, and due diligence risks before acquisition, refinance, or capital planning decisions lock in.
Owners, associations, asset managers
Plan for the roof replacement before the roof needs replacing, know what wears out, when, what it will cost, and set the money aside now, so the expense never arrives as a surprise.
Planning lane
Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.
Owners, investors, family offices
Overcome capital gains tax as a barrier to selling with compliant strategies, 1031 alternatives, Opportunity Zones, and transaction timing review.
Investors, sponsors, fund teams
Compare Opportunity Zone timing, eligibility, holding periods, and compliance obligations before gain reinvestment decisions become difficult to change.
Developers, owners, construction teams
Bring tax planning into design and budgeting before construction decisions lock away depreciation, energy-credit, and documentation options.
Owners, partnerships, sponsors, and advisors nationwide
Model cancellation-of-debt income, recourse exposure, basis, depreciation, Section 108 questions, and partner-level consequences before workout terms are signed.
Planning lane
Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.
Owners, investors, business owners
Coordinate income, tax brackets, deductions, credits, entity structure, and reinvestment goals so owners pay the minimum tax legally owed.
Owners, investors, asset managers
Uncover hidden annual tax savings across fixed assets, property tax, repairs, credits, entity changes, and portfolio planning windows.
Owners, families, closely held businesses
Connect real estate tax strategy with entity, estate, gifting, liquidity, and wealth-transfer planning so family assets are protected with fewer surprises.
Owners, family offices, closely held firms
Align buy-sell terms, ownership transition, business continuity, liquidity, and tax-efficient wealth transfer before a succession event forces decisions.
Married owners, families, trustees, CPAs, and estate attorneys nationwide
Quantify embedded gain and compare basis consequences across existing trusts, ownership structures, and state-law planning routes before an estate or sale event.
Married owners, trustees, CPAs, and estate attorneys nationwide
Screen embedded gain, titling, state-law eligibility, trustee requirements, and protection trade-offs before an elective community-property trust is drafted.
Married owners, families, trustees, CPAs, and estate attorneys nationwide
Revisit your family trust (what attorneys call an A/B trust) with 4 plain questions about protection, income tax, control, and your advisors.
Planning lane
Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.
CRE brokers and deal teams
Help brokers surface tax-saving opportunities that can unlock stronger owner conversations, more informed listings, and smoother closings.
CPAs, attorneys, wealth advisors
Elevate the existing CPA relationship with CRE-specific analysis, assumptions, workpapers, and strategy support that keeps the advisor in control.
Start with fit
Start with a fit review. JPOPE can route the facts toward depreciation, credits, property tax, valuation, capital gains, entity planning, or advisor coordination before deadlines and documents narrow the options.
