HEAVY EQUIPMENT
ABOUT:
This deal is structured around IRS Bonus Depreciation, a rule that allows investors to deduct 100% of a qualifying asset's purchase price in the year it's acquired. The equipment is real, purchased through a syndicate, held inside an LLC formed per investor, and leased to EquipmentShare, one of the largest equipment rental operators in the country. Financing runs through a vetted financial institution.
The write-off is realized in year one. On a $50,000 investment, the deduction against ordinary income is $500,000. At a 37% tax bracket, that's $185,000 in taxes not paid this year. Bonus Depreciation is a published IRS rule that has been used by high-income earners for decades. The syndicated structure is what makes it accessible to individual investors at this scale.
EXPECTED RETURNS:
• 10:1 Tax Write-Off Ratio: Every $1 invested creates approximately $10 in immediate tax-deductible value against 2026 income.
• Target Annual Cash Flow: Aiming for 5% to 10% cash-on-cash yield, paid via quarterly distributions from the EquipmentShare rental revenue share.
• 5-Year Strategic Hold: Term is aligned with the IRS 5-year MACRS depreciation schedule to maximize tax efficiency and avoid early recapture.
DETAILS:
Expected Raise:
Not Specified
Minimum Investment:
$40,000
Deal Type:
Structured Tax
Investor Type:
All / Any
PROJECT LINKS:
Allocation is limited. Please complete the onboarding survey only once you are ready to onboard and fund.
NOT SURE WHERE TO START?
DISCLOSURE
Everything you see here is for informational and educational purposes only—this isn’t investment advice, and it’s definitely not a solicitation to buy or sell any security. Every investment involves risk, and while we do our best to present strong opportunities, past performance never guarantees future results. Any return projections are based on what we know and believe today, and things can change. Always talk with your CPA, attorney, or financial advisor before making any investment decision.
And here's the part we’re proud of—alignment: I personally invest in the same deals we bring to Growth Circle. I'm not just showing you what’s out there; I’m putting skin in the game right alongside you. In some cases, I may have ownership or business relationships with the teams behind these deals, and that means I might earn a share of the upside when you invest. I believe in being transparent about that. As always, you’re in control. Do your own diligence, ask the hard questions, and invest when it makes sense for you.