Capital Strategy 03 · Tax
Tax-Advantaged Investing
A structured tax strategy for high-income households and business owners. Designed to reduce taxable income through direct ownership of qualifying assets — coordinated with your tax advisor and reviewed annually.
Thesis
Our tax strategy approach.
— 01
Direct Ownership
Each transaction is direct ownership of a qualifying, income-producing asset — not a fund position or blind pool. Participants own the underlying with full visibility into the structure.
— 02
Tax Offset First
Built around Section 179 / 168(k) accelerated depreciation. The strategy is designed to produce significant first-year tax offset against ordinary income, captured in the year the asset is placed in service. Outcomes depend on individual tax position and election.
— 03
Income + Exit
Beyond the tax benefit, structures are designed to generate targeted ongoing cash flow during the hold and a defined exit at maturity. Outcomes depend on operator performance.
— 04
Full Lifecycle Handled
Sourcing, structuring, onboarding, payments, distributions, reporting, advisor coordination, audit defense — Lever.X manages the transaction end-to-end.
Who This Is For
Lever.X
About Lever.X
Lever.X is a platform that provides access to tax-advantaged opportunities through the acquisition of income-producing assets. It is designed for high-income individuals and business owners seeking to reduce taxable income while participating in a structure that may also generate ongoing cash flow and defined exit value.
Lever.X facilitates the transaction process end-to-end, including sourcing opportunities, structuring asset purchases, coordinating with operating partners, and managing onboarding, payments, and reporting. Transactions are built around direct ownership of qualifying assets that may be eligible for accelerated depreciation under Sections 179 or 168(k).
Participants should consult their own tax advisors, as outcomes may vary based on individual circumstances.
How It Works
Lever.X is a single, structured transaction — not a portfolio of strategies — and it’s offered each year so participants can re-engage annually. The path looks like this:
- Reach out and share a brief overview of your tax picture
- Review the current Lever.X transaction with our team
- Complete onboarding and execute the transaction
- Re-engage the following year — Lever.X is available annually