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The People Behind the Strategy

Experts Who've Delivered $100M+

Three seasoned professionals with deep expertise in tax strategy, real estate finance, and operational excellence — united by a single mission: maximizing your wealth.

Rob Schell, Principal
Rob Schell
Principal
Principal

Rob Schell

Tax & Financial Advisor | 3× INC 500 Recipient

Rob Schell is a Tax & Financial Advisor and the co-owner of Innovate Real Estate, where he delivers advanced tax strategies and wealth management solutions to growth-focused businesses. A 3-time INC 500 recipient, Rob has become one of the most respected voices in the cost segregation industry.

His expertise spans the full spectrum of tax strategy: cost segregation, 179D energy deductions, 263A UNICAP exemptions, Tangible Property Regulations (TPRs), accounting method changes, and R&D tax credits. Rob partners with leaders in the industrial, medical, manufacturing, and commercial real estate sectors to reduce tax burdens, increase cash flow, and build lasting financial strength.

Rob attended Spring Hill College, where he developed the strategic thinking and values-driven approach that define his work today. His philosophy is simple: property owners deserve to keep more of what they earn, and the tax code — when properly understood and applied — is the most powerful tool available to make that happen.

Areas of Expertise

Cost Segregation 179D Energy Deductions 263A UNICAP Exemptions Tangible Property Regulations Method Changes R&D Tax Credits Wealth Management Industrial & Medical Real Estate
Lauren Burgess, Principal
Lauren Burgess
Principal
Principal

Lauren Burgess

Finance & Economics Expert | Strategic Depreciation Specialist

As a principal of Innovate Real Estate, Lauren helps commercial real estate owners and service industry leaders transform tax strategy into a powerful wealth-building tool. Her journey began in mortgage lending, where she watched entrepreneurs build successful businesses — yet struggle to retain their income at tax time.

After earning her degree in Finance and Economics from the University of South Alabama, she found the solution hiding in plain sight: the IRS tax code itself. Lauren discovered that most property owners are dramatically overpaying their taxes simply because they don't know the rules. Her mission became teaching them to play by those rules — strategically and powerfully.

Through strategic depreciation planning, cost segregation, and advanced methodologies like 263A UNICAP exemptions and tangible property regulations, Lauren has helped clients save millions of dollars — often millions they had no idea were available to them. Her ability to explain complex tax concepts in plain English has made her a sought-after advisor and speaker.

Areas of Expertise

Depreciation Planning Cost Segregation 263A UNICAP Exemptions Tangible Property Regulations Commercial Real Estate Service Industry Tax Strategy Wealth Building Tax Code Compliance
Emily Everts, Chief Operating Officer
Emily Everts
Chief Operating Officer
Chief Operating Officer

Emily Everts

Operations Leader | Client Experience Director | Coastal Carolina University

Emily Everts is the Chief Operating Officer at Innovate Real Estate, where she leads operations, client experience, and strategic growth. Known for her direct communication style, precision, and unwavering commitment to delivering a luxury-level experience, Emily ensures that every engagement runs with exceptional attention to detail.

A graduate of Coastal Carolina University, Emily works closely with business owners and executive teams to simplify complex processes and align operations with client needs. Her ability to translate sophisticated tax strategy engagements into smooth, seamless client experiences sets Innovate Real Estate apart from every other firm in the industry.

Emily's philosophy is that the quality of an engagement is measured not just by the results, but by the experience of getting there. She holds every team member and every process to the highest standard — because Innovate's clients deserve nothing less than world-class service from start to finish.

Areas of Expertise

Operations Management Client Experience Strategic Growth Process Optimization Executive Communication Project Management Team Leadership Business Development

Ready to Work With Our Team?

Start with a free Tax Savings Proposal — we'll analyze your property and show you exactly what you could be saving.

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