How to Leverage the One Big Beautiful Bill (OBBBA) to Win More Real Estate Clients

On August 26, 2025, RealTrade hosted an insightful webinar, "Big Beautiful Bill Marketing Content To Get Clients," led by Ryan Poole, Founder of RealTrade, and Jim Brown, a 20+ year real estate attorney and founder of New Path Title. Joined by industry experts Zach Driscoll, a Cost Segregation Consultant, and Fred Passelli, a Certified Public Accountant, the webinar unpacked how Florida real estate agents can capitalize on the One Big Beautiful Bill Act (OBBBA) to attract clients and close more deals in today’s competitive condo market.

Here’s a breakdown of the key takeaways, actionable strategies, and ready-to-use marketing content to help you position yourself as the go-to expert for buyers and investors.

The Opportunity: Why OBBBA Matters for Florida Real Estate Agents

Signed into federal law on July 4, 2025, the OBBBA unlocks significant tax-saving opportunities for property buyers, particularly in Florida’s condo market. With condo inventory surging—up 19.4% year-over-year in January 2025 and a staggering 40% in Miami by May 2025—coupled with a 19.9% drop in closed condo-townhouse sales statewide, the market is ripe for agents who can offer unique value. The OBBBA, combined with Florida’s condo crisis, creates a "4x multiplier of opportunity" for agents who know how to market it.

Ryan Poole shared his personal success: “I’ve been reaching out to buyers sitting on the sidelines, hoping for lower condo prices. With the tax advantages of OBBBA, they’re now ready to pull the trigger.” This pent-up demand, especially from investors nationwide, makes OBBBA a game-changer.

Understanding OBBBA: Cost Segregation and Accelerated Depreciation

The webinar dove into the two core components of OBBBA that agents can leverage:

  1. Cost Segregation: A cost segregation study breaks down a property into smaller asset components, reclassifying parts from the standard 27.5- or 39-year depreciation schedules into shorter periods (5, 7, or 15 years). For example:

    • 5-Year Property: Carpeting, cabinetry, built-in appliances, and window treatments.
    • 7-Year Property: Office furniture or furnishings (less common in residential rentals).
    • 15-Year Property: Land improvements like driveways, parking lots, fencing, and landscaping.
    • Mechanical Systems: Specialty plumbing, electrical wiring, or security systems.

    By accelerating depreciation, investors can reduce taxable income earlier, improving cash flow for reinvestment.

  2. Accelerated Depreciation under OBBBA: For properties purchased after January 19, 2025, owners can deduct 100% of the value of asset classes with 20-year or shorter depreciation schedules in the first year. This is a massive tax advantage, especially for condo buyers, as land (which doesn’t qualify for cost segregation) is less of a factor.

The Strategy: Buy, Deduct, Sell, Repeat

The webinar outlined a powerful strategy for investors:

  • Year 1: Purchase a property, conduct a cost segregation study, and deduct 100% of eligible asset values under OBBBA.
  • Year 2: Sell the property and use a 1031 exchange to buy another, restarting the cost segregation and depreciation cycle. This avoids capital gains taxes and depreciation recapture, which is a critical benefit. As Jim Brown noted, “A 1031 exchange is the depreciation recapture hero in a cost segregation strategy.”
  • Repeat: Investors can repeat this cycle annually, generating significant tax savings and property appreciation. For agents, this means recurring sales and purchases—potentially 20 transactions per year with just 10 investors.

Fred Passelli emphasized, “Investors don’t need a ‘deal.’ They need a cash-neutral property to maximize tax benefits. This opens up a huge pool of potential buys, especially in Florida’s condo market.”

Marketing OBBBA to Attract Clients

To help agents capitalize on this opportunity, the webinar provided three fully branded marketing packages, including scroll-stopping infographics and data-driven blurbs. These are available in a Google Drive Folder. Agents can customize these assets to build trust and generate leads.

Jim Brown cautioned against misinformation in OBBBA-related marketing: “I’ve seen social media content that’s more propaganda than fact. Understand the rules—don’t rely on AI-generated content without verifying it.” He spent hours creating accurate, effective content using AI tools, proving that with the right questions and knowledge, anyone can develop compelling marketing.

Key Marketing Tips:

  • Highlight Tax Savings: Emphasize how OBBBA’s accelerated depreciation can save clients thousands in taxes annually.
  • Target Nationwide Investors: OBBBA appeals to anyone with a significant tax bill, not just Florida residents. Market to high-income individuals across the U.S. looking to invest in Florida condos.
  • Use Proven Messaging: The provided infographics and blurbs are designed to stop the scroll and get your phone ringing.

Why This Matters for Agents

The OBBBA isn’t just a tax break—it’s a marketing goldmine. By positioning yourself as an expert in cost segregation and accelerated depreciation, you can attract investors nationwide, close more deals, and build a recurring client base. As Ryan Poole noted, “With 10 investors, you could have 20 transactions a year—sales and purchases—year after year.”

Ready to seize this opportunity? Download the marketing materials, study the fundamentals, and start reaching out to buyers today. 


Ready To Elevate Your Real Estate Game?

Visit RealTrade, the social marketplace where buyers and sellers connect directly with agents—no lead fees, just results.

Stay sharp, and let’s close more deals together!


Connect with Zack and Fred: 

Zack Driscoll - Cost Segregation Expert

Specializing in reducing tax liability through real estate investing and strategic real estate planning

Mobile: 404-272-1437

Email: zack@segprosolutions.com

Fred Passelli - Owner of Passelli Accounting

Specializing in small business taxes, high net worth individuals, and real estate taxes/strategy

Mobile: 561-386-3997 

Email: fredpasselli.cpa@gmail.com


Resources to Bookmark

  • New Path Title: go under “Realtor Resources” for the webinar recording and outline.
  • Title Advance Link: for fast, no-cost reports that help realtors win listings and close faster. These reports include critical details on mortgages, liens, encumbrances, open permits, code violations, taxes, and utilities—everything needed to streamline your sale!
  • RealTrade YouTube: Catch past sessions and links to tools like Title Advance and our closing cost calculator.

     

     

  • Webinar Outline
  • Got questions? Text James at New Path Title’s 24/7 attorney support (561) 307-0885 or message me (Ryan Poole) on RealTrade. Here’s to your next big win!

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