Real Estate Professional Status · Boston, MA + NH

Stop losing your losses to a passive bucket.

By default, rental losses are passive — they can only offset other passive income, no matter how large the loss. Qualify for REPS under IRC §469 and those same losses become non-passive: they can offset your W-2 or business income directly. The hard part isn't the concept, it's the documentation. I build the material-participation case the same way I'd want it built if I were the one being audited — because I've held the status myself.

See if I qualify Free 20-minute review · no obligation.
750+
hours/year in real property trades or businesses — one of two core tests
>50%
of your total working time must be in real property trades or businesses
Non-passive
what your rental losses become once you qualify and materially participate
What REPS actually changes

Same loss. Different bucket.

Rental real estate is passive by default under IRC §469, so losses can only offset other passive income — they sit stuck, sometimes for years, no matter how large they are. REPS tax status reclassifies your rental activity as non-passive, provided you also materially participate in each property (or a properly grouped set of properties) — turning material participation into rental losses that actually count.

Once that's established, losses — including large ones from a cost segregation study — can offset your ordinary income: W-2 wages, business income, whatever you're earning elsewhere.

The strategy isn't the hours. It's proving them, in a way that survives an audit.

This is where most DIY REPS claims fail: not because the investor didn't qualify, but because the time wasn't documented contemporaneously and specifically enough to hold up.

Most of the investors I build this case for own multiple multifamily properties. Self-managing that kind of hands-on, multi-unit portfolio is often what makes the 750-hour and material-participation tests realistic in the first place.

Where this pairs

REPS is a multiplier, not a standalone move.

On its own, REPS reclassifies losses you already have. Paired with the moves that create larger losses, it's where the real leverage shows up.

Paired with

Cost Segregation

A large accelerated-depreciation loss is worth far more once REPS lets it offset ordinary income instead of sitting passive.

Paired with

1031 Exchange

Active in an exchange? Both REPS qualification and exchange timing hinge on how you're spending your hours this year — worth planning together.

Paired with

Renovation

Hands-on renovation work you do yourself often counts toward material-participation hours — but only if it's tracked correctly as you go.

Also see

W-2 Tax Cut

High-earning W-2 professional without real-estate-professional hours available? The companion site covers the short-term-rental route instead.

Also see

Northeast 1031

Selling the property you're claiming REPS hours on? Our sister site runs the exchange desk — sale, QI, and replacement sourcing, coordinated with your REPS case.

How we build the case

Documentation, from day one — not reconstructed in April.

01

Test the math first

Before anything else, we check whether your hours realistically clear both the 750-hour and the >50%-of-working-time tests. If they don't, we say so — and look at alternatives like the short-term-rental route.

02

Set up contemporaneous logging

Time logs kept as you go, tied to specific activities on specific properties — the standard that actually survives review, not a reconstructed spreadsheet from memory.

03

File the grouping election correctly

Multiple properties can often be grouped for the material-participation test — but the election has to be made and filed correctly, and changed only under specific rules.

A note on aggressiveness

REPS is a legitimate, decades-old part of the tax code — not a loophole. It's also one of the more commonly challenged claims on an audit, precisely because it's commonly claimed without real documentation. We build it to hold up, not just to file.

Questions

REPS, in plain English.

Do I need to quit my W-2 job to qualify? +
Not necessarily, but it's the biggest practical hurdle. You must spend more than half your total working time and at least 750 hours a year in real property trades or businesses in which you materially participate — hard to clear alongside a full-time W-2 job, though not impossible depending on hours and role. We test this honestly before building a case around it.
Can my spouse qualify if I don't? +
Yes — on a joint return, only one spouse needs to meet the real-estate-professional test, though both spouses' participation can count toward material participation on the properties. This is a common structuring point for couples where one spouse works real estate more actively.
What happens if I get audited? +
The IRS looks for contemporaneous records — logs kept as the year happened, not reconstructed after the fact. That's exactly what we set up from the start, specifically because REPS claims draw scrutiny.
How does this interact with a cost segregation study? +
Without REPS, an accelerated loss from a cost seg study often just piles up as an unused passive loss. With REPS, it can offset ordinary income the same year. See the cost segregation page for how the two are usually planned together.
The free tax savings review

Find out if you actually qualify.

Bring your last return and a rough sense of your hours. In 20 minutes I'll tell you honestly whether REPS is realistic for you, and what it would take to document it.

20 minutes · no obligation · MA + NH