Podcasts about syndications

Alex Pardo shares how shifting from wholesaling to self-storage transformed his business, lifestyle, and mindset. Learn the strategies, mindset shifts, and creative financing methods that can help you build scalable, freedom-based income streams.See full article: https://www.unitedstatesrealestateinvestor.com/from-wholesaling-hustle-to-self-storage-freedom-with-alex-pardo/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias: Agent, Investor, and Holistic Approach Advocate(00:08) - Meet Erica: Licensed Therapist with a Holistic Perspective(00:14) - The Mission: Living Bold and Fulfilled Lives Through Real Estate(00:19) - Level Up Mindset and Show Start(00:24) - Hilton Head Vacation Update and Recording Setup(01:03) - Introduction to Guest Alex Pardo from Miami(01:28) - Alex's Cuban Heritage and Miami Lifestyle(01:54) - Mattias Shares Miami on His Bucket List(02:15) - Cuban Coffee and Fancy Cars in Miami(02:27) - Alex's Real Estate Journey: From GE to Backpacking Europe(03:15) - Discovering Real Estate Through Books and Bootcamp(04:16) - First Deal Success: $44,000 Profit from a Short Sale(04:54) - Impact of Rich Dad, Poor Dad and Mindset Shift(05:33) - Ready, Fire, Aim Approach to Taking Action(06:01) - Expecting Resistance and Committing for the Long Run(06:54) - Avoiding Paralysis by Fear in Real Estate Investing(07:01) - Alex's Best Deal: Losing $102,000 and the Lesson Learned(07:54) - Importance of Coaches, Mentors, and Masterminds(08:42) - Stigma Around Self-Help and Coaching(09:42) - Coaches as the Ultimate Insurance Policy for Success(10:16) - Filtering Out Bad Coaches and Moving Forward(10:24) - Gaining Clarity and Aligning Goals with Vision(10:48) - The Wholesaling Hamster Wheel and Search for Cash Flow(11:41) - Discovering Self-Storage as a Better Asset Class(12:20) - Shutting Down a Profitable Wholesaling Business in 2020(13:01) - Parallels Between Wholesaling and Agent Sales(13:41) - Cap Rates, Value-Add, and Depreciation in Self-Storage(14:41) - Is Finding Deals Harder Now in Self-Storage?(15:27) - Strategies for Finding Self-Storage Deals(16:19) - Identifying Mom-and-Pop Operators and Direct Outreach(17:27) - Over 60,000 Storage Facilities with 64% Mom-and-Pop Ownership(17:29) - Economies of Scale in Commercial Real Estate(17:48) - Expense Reduction and Operating Ratios in Storage vs. Multifamily(18:18) - The Unmanned Model and Remote Management(19:27) - Cutting Salaries to Increase NOI and Property Value(20:06) - Cap Rate Math: $10 Rent Increase Across 200 Units(20:47) - Scaling Value with Multiple Income Streams(21:47) - Syndications and Passive Investment Opportunities(22:10) - Benefits of Depreciation and Cost Segregation(23:20) - Real Estate Professional's 401k Through Self-Storage Investments(23:48) - Challenging Limiting Beliefs About Capital Requirements(24:42) - Creative Financing and Leveraging Other People's Money(25:16) - The Importance of Finding Your Tribe and Community(25:34) - Golden Nugget: Do Not Be Afraid to Fail(26:44) - Taking Massive Imperfect Action and Embracing Discomfort(28:16) - Building Confidence Through Total Ownership(28:45) - Bet on Yourself and Keep Learning(29:45) - Rebranding to the Storage Wins Podcast on August 11(30:12) - Sharing Wins and Challenges Transparently(30:30) - Influential Books: The Go-Giver and Buy Back Your Time(30:59) - Where to Find Alex and Join the Storage Wins Community(31:23) - Closing Remarks and Encouragement to Take Action(31:35) - Outro and DisclaimerContact Alex Pardohttps://alexpardo.com/http://storagewins.com/https://www.facebook.com/groups/322064908446514/https://www.instagram.com/alexpardo25/https://www.youtube.com/playlist?list=PLxyr2wrqqWkUsEtEwMcWv3pU-4xtp8X_Ihttps://www.youtube.com/@AlexPardo--For more excellent strategies like this to help you reach your holistic peak, visit https://reiagent.com

Send us a textReady to dive into the world of passive income? In this episode of The Wealth Vibe Show, host Winky Loomba interviews Peter Neill, a real estate veteran with over a decade of experience in fund management and operations. They unpack the secrets behind real estate syndications, risk management, and how you can leverage others' expertise to grow your wealth, without the stress of day-to-day management. Whether you're just starting or looking to level up your investing strategy, this conversation is packed with actionable tips you can apply today.Key Takeaways:What is Real Estate Syndication?: Pooling capital to invest in larger properties with passive returns.Passive Income Explained: Let experienced operators handle the management while you enjoy steady cash flow.Peter's Journey: From distressed mortgage investments to raising millions for real estate funds.Tech vs. Human Touch: Balancing technology and personal relationships in real estate investing.Questions for Operators: Ask the right questions to ensure alignment with your investment goals.Risk Management: Understanding internal and external risks in your real estate investments.Advice for New Investors: Know yourself, understand your goals, and pick investments that match.

Send us a textTune in to listen to the full podcast!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Joe Killinger reveals how agents can build wealth through commercial deals, triple-net properties, and smart investing. Discover value-adding secrets and why listening might be your biggest moneymaker yet.See full article: https://www.unitedstatesrealestateinvestor.com/from-farm-roots-to-fortune-turning-chaos-into-commercial-gold-with-joe-killinger/(00:00) - Introduction to The REI Agent Podcast(00:24) - Mattias Recaps Camping, Parenting, and Erica's Trip(02:36) - Joe Killinger Joins the Show: From Nebraska to LA(06:21) - Creating a Real Estate Agent Investment Fund(09:02) - Removing Wealth Requirements for Investors(10:36) - The Power of Syndications and Bonus Depreciation(11:59) - Investing as the Ultimate Learning Tool(12:41) - Residential vs. Commercial: Who Should Choose What?(15:07) - Mindset and Strategy for Commercial Real Estate Success(17:07) - Opportunity for Younger Agents in Commercial(18:48) - Outbound and Inbound Lead Generation for Agents(20:32) - Tech, CRMs, and the Rise of AI in Commercial Real Estate(21:12) - Why Most Agents Fail: Poor Marketing and No Strategy(22:35) - Should Agents Specialize in the Asset They Want to Invest In?(26:44) - Managing Property Managers and Preventing Theft(28:42) - Foreclosures Are Not Flooding the Market Yet(29:38) - Joe's Shift to Triple Net Lease Properties(31:13) - Why Triple Net is the Most Passive and Liquid Investment(32:29) - Risks and Rewards of Triple Net Investing(36:26) - Vetting Tenants and Evaluating Market Strength(37:21) - Using Multifamily to Build Up to Triple Net Investing(38:13) - Mistakes from Overleveraging and Unchecked Growth(39:29) - Hidden Costs of Airbnb and Market Saturation Risks(40:48) - Adding Creative Value to Multifamily Properties(41:50) - Cap Rates and Increasing Value with Strategic Improvements(42:16) - Lessons from Joe's First Two Investment Properties(43:24) - Final Advice: Show Up, Listen, Keep Learning(45:20) - Joe's #1 Book Recommendation for Real Estate Agents(46:26) - Where to Follow and Learn More from Joe Killinger(47:27) - Outro: Subscribe and Visit REIAgent.comContact Joe Killingerhttps://www.joekillinger.co/https://youtube.com/@JoeKillinger--For more masterful content like this, visit https://reiagent.com

In this episode of Fund Friday, Craig McGrouther sits down with David Thompson, founder of Thompson Investing, who shares his journey from corporate executive to full-time real estate investor and capital raiser. David reveals how he pivoted into real estate syndication, what he learned from investing across economic cycles, and why diversification is critical in today's environment.He discusses timing the market, the role of alternative investments like dental funds, and the importance of building strong relationships with operators. You'll also learn why patience, education, and long-term thinking are key to navigating real estate and private investments especially in uncertain times.Learn more about Lone Star Capital at www.lscre.comApply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/ Read Rob's articles:https://www.lscre.com/blog 

Austin Hair built a thriving Airbnb empire, mastered buy-and-hold investing, and turned passion into profit alongside Mattias and Erica Clymer, proving wealth and fulfillment can grow hand in hand.See full article: https://www.unitedstatesrealestateinvestor.com/chasing-and-achieving-big-dreams-while-building-potent-ongoing-wealth-with-austin-hair/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias and Erica: Holistic Hosts and Real Estate Advocates(00:14) - Weekly Invitation: Bold Living Through Real Estate(00:24) - Mattias on Knowing Your Strengths and Delegation in Investing(04:00) - Overcoming Realtor Overload: Wearing All the Hats(07:15) - Scaling Up Through Delegation and Big-Picture Strategy(10:40) - Finding Partners and Syndications to Maximize Success(12:58) - Welcome Austin Hair: Wakeboarder Turned Real Estate Entrepreneur(13:20) - Austin's Journey from Wakeboarding to Real Estate Beginnings(17:10) - House Hacking, Airbnb Discovery, and Commercial Shift(20:40) - Master Leasing and Early Hustles to Live Rent-Free(24:05) - Why Austin Holds Properties for the Long Term(27:10) - Florida Market Trends, Resi Club Data, and Yield Strategies(31:20) - Soaring Insurance Costs and the Affordability Crisis(34:40) - Market Compression, Legislation Hopes, and Staying Opportunistic(38:00) - Adapting Rental Strategies in High-Rate Markets(41:20) - Subject-To Deals, Wraparound Mortgages, and Legal Risks(46:05) - Why Subject-To is a Long Shot in Most Markets(50:00) - From Wakeboards to Ninja Gyms: Austin and Lisa's Playful Training(52:40) - Ninja Training Lessons on Endurance, Play, and Perspective(54:00) - Closing Thoughts, Key Takeaways, and Episode Wrap-UpContact Austin Hairhttps://eperoncapital.com/https://www.instagram.com/austinhair/https://www.linkedin.com/in/austin-hair/--For more incredible content like this to help you reach your amazing, holistic life of success, visit https://reiagent.com

Andrew Freed scaled from zero to 400 units in four years by mastering leverage, building a powerful team, and embracing a growth mindset. Learn how to turn bold decisions into lasting financial freedom.See full article: https://www.unitedstatesrealestateinvestor.com/the-phenomenal-power-of-leverage-that-built-a-400-unit-empire-in-four-years-with-andrew-freed/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias and Erica: Hosts of The REI Agent(00:14) - The Mission: Building Bold Lives Through Business and Investing(00:19) - Mattias Welcomes Listeners Solo: Erica Away for Swim Lessons(00:45) - Theme of the Episode: The Power of Leverage in Growth and Investing(03:20) - Why Employees Are Always Being Leveraged for Others' Gain(05:10) - How Leveraging People and Time Builds Empires(07:45) - Andrew Freed Joins the Show(08:00) - Andrew's Backstory: The “American Dream” That Fell Short(10:40) - Rich Dad Poor Dad and The Purple Pill Shift(13:00) - Using a $200K HELOC to House Hack Multifamily Properties(15:25) - From Zero to 400 Units in Four Years(16:10) - Syndications and Mentorship: Leveraging Other People's Deals(18:05) - Arbitrage: Borrowing at 3% to Earn 15%(20:00) - Limited Partner Investing for Experience and Growth(22:20) - The Real Estate Professional Tax Designation Advantage(25:15) - Syndications vs Short-Term Rentals: Time vs Return Tradeoff(27:00) - Why Value-Add Multifamily Creates More Control and Profit(29:05) - Treating Large Properties as Businesses, Not Assets(30:45) - Cap Rates and Exponential Value Growth(33:05) - Risk and Reward: Bridge Loans and Rising Rates(35:15) - Agents Becoming Investors Through Equity Partnerships(37:10) - Why Finding Good Deals Unlocks Endless Opportunities(38:30) - Andrew's Property Management and Sales Teams Explained(40:00) - Building Systems and Delegation to Scale Beyond Burnout(41:45) - Investing $20K in a Consultant to Build a Winning Team(44:10) - Leveraging Virtual Assistants and Global Talent(47:30) - Personality Tests: Cultural Index and Predictive Index(50:00) - Golden Nugget: Ask “Who Can Do This?” to Scale Like a CEO(51:10) - Book Recommendation: Limitless by Jim Kwik(52:00) - Where to Follow and Learn More About Andrew Freed(52:30) - Outro: Subscribe and Build the Life You WantContact Andrew Freedhttps://www.instagram.com/investorfreed/For more phenomenally powerful tips on helping you create your holistic wealth, visit https://reiagent.com

Still following outdated investing advice?This week, Gary is joined by Lane Kawaoka, author of The Wealth Elevator, real estate syndication leader, and founder of SimplePassiveCashflow.com. With over 10,000 units under management, Lane shares how he went from civil engineer to full-time passive income expert—revealing why single-family rentals won't scale, the importance of knowing your “floor” in the wealth journey, and how professionals can create cash flow without becoming landlords. This episode is your wake-up call to start investing smarter—not harder.

Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintIn this deep-dive episode of In The Lab, Ruben sits down with Joel Friedland, founder of Brit Properties, to explore an uncommon but powerful approach to real estate syndication: acquiring industrial properties with no debt. Joel, who has been in the industrial real estate game since the age of 22, shares his evolution from working under a Chicago family office to building his own portfolio of high-performing industrial buildings.The conversation spans everything from the anatomy of industrial leases and long-term tenant retention to the personal values that shape Joel's unique investment philosophy. Joel opens up about surviving the 2008 financial crisis, the dangers of signing standard loan documents, and how he now protects his investors through detailed side letters and ultra-low leverage—or none at all.You'll hear how Joel evaluates industrial assets, builds long-term relationships with tenants and investors, and why he believes most operators are taking unnecessary risk in the name of returns. His perspective is rare, contrarian, and backed by decades of experience.If you're a syndicator, investor, or entrepreneur curious about how to build a portfolio with resilience and integrity, this episode will shift how you think about risk, returns, and relationships. Tune in now to learn why Joel is one of the few operators in America focused on building a community through no-debt deals—and how you can apply the same principles to your business and life.HIGHLIGHTS OF THE EPISODE:21:34 Joel talks about building relationships13:11 Joel talks about his lawn mowing business at age 14KEEPING IT REAL:05:00 – Why industrial outperforms office and retail08:13 – Long-term leases and tenant retention10:00 – Triple net leases and low-maintenance management11:16 – Entry into industrial real estate13:11 – Lessons from starting a lawn business at 1415:06 – Are entrepreneurs born or made?20:19 – From chasing deals to building relationships30:16 – A model focused on long-term trust and low turnover36:08 – The critical importance of reading legal docs42:46 – Hidden risks in loan documents47:04 – Avoiding high leverage even if it means lower returns52:00 – Strategy and differentiation: why safety wins56:00 – Why he doesn't use infinite banking or other loan-backed strategies59:03 – Hiring mistakes and how to identify A-players1:03:01 – Likability ≠ capability: the hiring lesson most learn too late1:06:10 – Current focus and future direction1:08:55 – Why he only buys infill industrial in Chicago1:10:50 – The shrinking market advantage in industrial real estate1:13:02 – Parting advice and how to connect with Joel.CONNECT WITH THE GUESTWebsite: https://www.britproperties.com/Linkedin: https://www.linkedin.com/in/joel-friedland/Facebook: https://www.facebook.com/people/Brit-Properties/61561165483112/?_rdrYoutube: https://www.youtube.com/@investingwithjoel#PublicAdjuster #InsuranceClaims #CoverageD #MidtermRentals #TemporaryHousing #RealEstateInvesting #PolicyholderAdvocacy

Bryan Caluwe shares how he turned an inherited stock portfolio into a diversified real estate strategy that now funds his retirement. He explains why he invests no more than 5% of his net worth in any deal, what syndications he's currently in, and how passive income has supported him through chronic illness. Now in his 70s and living by the beach, Bryan also shares his plan to donate his estate to fund free hospitals in India—driven by a mindset of gratitude, mindfulness, and purpose. LINKS CHECK OUT OUR NEW WEBSITE & BECOME A MEMBER (IT'S FREE)! https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ RealWealth® Webinars: https://realwealth.com/webinars/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com

What's better: FIRE or “flow”? Owning rentals or investing in syndications? Jim Pfeifer and Scott Trench (former CEO of BiggerPockets) go head-to-head in a friendly but fiery debate about cash flow, control, diversification, and what financial freedom really looks like. Scott explains why, even as a FIRE advocate, he can't bring himself to follow the traditional 4% withdrawal rule—and why most retirees don't either. He shares the logic behind his personal portfolio strategy, which includes mostly unlevered Denver real estate, plus a small allocation to syndications and debt funds. Jim brings a counterpoint: for investors who aren't handy or don't want to actively manage properties, passive syndications can offer better risk-adjusted returns and geographic diversification. Together, they explore how goals, personality, and life stage shape the right mix between active and passive investing. If you've ever struggled to decide between owning properties or being a limited partner, this episode is for you. Key Takeaways: Why most FIRE adherents don't actually draw down their portfolios The psychological and practical barriers to decumulation What makes real estate cash flow feel “spendable” vs. stock dividends Why Scott prefers unlevered rentals in Denver When syndications make sense—even for hands-on investors The power of credit/debt funds (especially inside an IRA) The risks of concentration vs. the benefits of control How your skills, lifestyle, and market shape your investing strategy Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Send us a textDr. Alan Lomax shares valuable insights about wealth-building through alternative investments, revealing how the wealthy invest differently than the average person. He explains the barriers preventing most people from accessing high-yield private investments and offers solutions through his coaching program.• Celebrating 1 million podcast downloads• Introduction to Dr. Alan Lomax, organizational system psychologist and investor• The story behind "Steed Talker" and connection with traumatized horses• How animals respond to human energy and presence• Dr. Lomax's mission to empower professionals to develop wealth while pursuing their passion• The IMPACT framework: Integrity, Meaning, Prosperity, Altruism, Consciousness, Transformation• Why 95% of people limit themselves to stocks and bonds• Three barriers to alternative investments: awareness, education, and access• How the wealthy invest differently (only 18% in public markets vs 65%+ in private placements)• Syndications explained - typically $50,000 minimum investment• Personal transformation stories and finding purpose after hardship• The importance of compassion in business and lifeFind Dr. Alan Lomax on LinkedIn or visit steedtalker.com to learn more about alternative investment opportunities. Thanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

Join Nick Lamagna on The A Game Podcast with our guest Nick Huber who has amassed an impressive 50 million dollar net worth owning 1.9 million square feet of storage across 63 locations in 11 states with a portfolio of $150 million plus! He is on a mission to show people a radically different way to think about success,  wealth and entrepreneurship and does a fantastic job showing you HOW with his brand new book Out NOW called The Sweaty Startup: How to GET RICH doing BORING things! He is an Entrepreneur, business owner, investor, Podcast host and Social media star fighting out of Athens GA by way of Indiana.    He went from a D1 athlete running on tracks to running boxes all around a college town as a budding new entrepreneur giving him the momentum and confidence to become the successful businessman he is today. He made a name for himself in the self storage world through Storage Squad and then catapulted his success in private equity with his company Bolt Storage.  He has since become an owner or stakeholder in 11 different businesses Including Somewhere.com, a recruiting company, REcostseg, a Real Estate services  company as well as a web development and marketing company and even a pest control company.   Gold nuggets all throughout this episode check it out now! Topics for this episode include: ✅ Things to know before becoming an entrepreneur ✅ How to build a winning business by learning from your competitors ✅ How you can invest in real estate when you don't have free time ✅  Why we seek approval from others to be successful + more! ✅ Why sales skills are crucial in business + more! Check the show notes to connect with all things Nick !   Connect with Nick Huber and The Sweaty Startup: www.nickhuber.com Nick Huber on Facebook Nick Huber on Instagram Nick Huber on Twitter Nick Huber on LinkedIn Nick Huber on TikTok Nick Huber on Youtube Buy the The Sweaty Startup Book on Amazon   Connect with Nick's Ventures: www.sweatystartup.com/ideas www.boltstorage.com www.somewhere.com www.recostseg.com www.adrhino.com www.spidexx.com www.boldseo.com www.titanrisk.com www.boltbuilders.com --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers  

All too often hard working people with good jobs are struggling to get by.These are the same people who are forced to take stressful promotions at work and spend a couple hours commuting each day. They come home to the house they think they own, but they are really just a slave to the mortgage company.These “good citizens” are victims of an engineered system to keep them investing in 401Ks, mutual funds, and stocks.This financial system is setup where the insiders are stealing the majority of your returns (and you take all the risk).The truth is the wealth who are investing in alternative assets and operating off a different financial framework and not using these traditional options from a financial planner, commission-based broker, or the retail 401k/mutual fund/stock route.Lane Kawaoka has been investing in real estate for over a decade and now controls 7,500+ units (1$ Billion plus in assets). Lane is responsible for finding, analyzing, and marketing real estate investment opportunities.It's likely not the journey you'd expect, and it's also more simple than you'd expect. Welcome to the Journey to Simple Passive Cashflow!Visit theWealthElevator.com/bonus to access your free masterclass — built for busy professionals and business owners. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

Devin Robinson shares how he went from trauma and TikTok to building a fund empire. Discover how he creates generational wealth, builds trust, and inspires with heart, hustle, and hard-won wisdom.See full article: https://www.unitedstatesrealestateinvestor.com/the-journey-of-one-man-who-turned-trauma-into-a-fund-empire-with-devin-robinson/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet the Hosts: Mattias and Erica Clymer(00:14) - Bold Living Through Business and Investing(00:24) - Welcome Back: Mattias and Erica's Intro to Devin Robinson(00:30) - Preview of Devin's Unique Story and Insights(00:56) - Devin's Wild Start in Wholesaling via TikTok(01:45) - From Hedge Fund Help to Crash and Burn(03:38) - Realizing Real Estate Was the Generational Wealth Key(04:58) - Mattias Clarifies Wholesaling Basics(05:52) - How the Market Shift Ended Devin's Hedge Fund Strategy(07:14) - Explaining Value to Agents: Why Partner with a Wholesaler?(09:58) - When Devin Buys vs Holds Contracts and Uses Novations(10:10) - Legality of Novations and Installment Sales in SC and NC(12:56) - Creative Financing in Action: Helping Underwater Sellers(14:23) - Discussing Price Drops and Buyer Behavior in Charlotte(15:54) - Erica Digs into Devin's Childhood and Upbringing(16:31) - Devin's LA Roots and What His Mom Taught Him(20:14) - Worries About Kids and Work Ethic in Wealthy Households(21:08) - Raising Adopted Kids and Wealth: Devin's 3 Core Lessons(24:24) - Reflecting on Massive One-Generation Transformation(24:39) - Devin's Sudden Move from LA to North Carolina(25:55) - Trauma, Memory, and the Suitcase Moment(26:41) - The Gift and Numbness of Trauma in Childhood(27:12) - Diving Into the World of Investment Funds(30:43) - Understanding Fund Compliance and SEC Rules(32:30) - Why Funds Are the Pinnacle of Business(34:41) - The Role of Fund Operators in Vetting Deals(35:10) - Three Essential People in a Successful Fund(37:26) - Devin's Deeper Mission: Bridging the Capital Gap(39:33) - Risk and Partnership Conversations with Devin's Wife(41:10) - Living on a Tightrope: Highs, Lows, and No Cash Flow(42:24) - Managing Expectations in a Non-Balanced Life(43:20) - The Constant Reinvestment Cycle of Entrepreneurs(43:48) - Why Devin is Selling Everything and Just Lending(44:09) - Syndications, Write-Offs, and High-Income Agent Opportunities(45:08) - Golden Nuggets on Raising Capital and Framing Your Work(47:56) - Curiosity-Based Capital Raising: Building Real Conversations(48:09) - Devin's Favorite Book: Building an Elite Organization(48:48) - Where to Connect with Devin and Exclusive CRM Offer(49:25) - Wrapping Up: Show Notes, Rabbit Holes, and Final Thanks(49:56) - Show Outro: Subscribe and Keep Building the Life You WantContact Devin Robinsonhttps://devinrobinsonrei.com/https://fundflowos.com/agentshttps://www.instagram.com/devin.robinson1/For more powerful inspiration to help you reach your holistic goals, visit https://reiagent.com

Lane Kawaoka was this week's guest on Success Profiles Radio. He is the author of The Wealth Elevator and founder of a wealth education platform that has helped thousands of middle-class professionals with real asset investing. To date, he's raised over $200M and manages a portfolio of over 10,000 rental units exceeding $2.1B in assets across apartments, mobile home parks, self-storage, and more, returning over $45M to passive investors. We discussed real estate investing using syndications, why investing in single family properties wasn't scalable for him, building real passive income while still working at a job, and how to identify a great real estate deal. In addition, we discussed the states where he has found his best deals, his criteria for the deals he likes best, the biggest mistakes beginning real estate investors make, and how to refer deals and work with him. You can listen and follow the show on Apple Podcasts/iTunes. You can also hear the show on Spotify, Audible, iHeart Radio, and at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts

Learn how San Diego agent Bridget Potterton balances high-pressure real estate with meaningful investments, time-saving systems, and giving back, all while building a life of wealth and fulfillment.See full article: https://www.unitedstatesrealestateinvestor.com/brilliance-of-building-wealth-reclaiming-time-and-transforming-life-with-bridget-potterton/(00:00) - Welcome to The REI Agent Podcast: A Holistic Approach to Real Estate(00:30) - Introducing Bridget Potterton: Top Agent from San Diego(02:15) - The Challenges of Investing in High-Appreciation Markets(05:20) - Identifying Your Market's Advantages: Cash Flow vs. Appreciation(08:45) - Owner-Occupant Strategies: Low Money Down and House Hacking(11:30) - From Broke at 23 to Building Wealth Through Real Estate(14:50) - Leveraging Systems to Free Up Time as a Solo Agent(19:05) - The Importance of Intentionality in Business and Life(22:30) - Creating Time Freedom Without Forming a Team(27:15) - Essential Tools: Slack, Monday.com, and ShowingTime(33:40) - From Ugly Condo to Cash-Flowing Portfolio: Bridget's Investing Story(38:10) - The California Conundrum: Appreciation vs. Out-of-State Investments(43:00) - Syndications and Crowdfunding: Unlocking Real Estate for Agents(47:25) - Giving Back: Building Communities and Creating Impact(52:15) - Holistic Living Through Real Estate: Advice for Aspiring Investors(56:00) - Where to Find Bridget and Final Words of WisdomContact Bridget PottertonBridge Coast RealtyFacebookInstagramLinkedIn--For more holistically successful awesome content like this, go to reiagent.com

Discover the secret powers of real estate syndications with Rob Natale. Learn how passive investing, tax benefits, and strategic planning can unlock your financial freedom and help you achieve work-optional living.See full article: https://www.unitedstatesrealestateinvestor.com/discovering-financial-freedom-treasures-through-real-estate-syndications-with-rob-natale/(00:03) - Introduction to The REI Agent Podcast(00:20) - Erica's Absence: Weekly Update with Mattias(01:10) - Preview of Syndications and Fund of Funds(02:30) - Facing Fear and Overcoming Self-Doubt(05:15) - Rob Natale Joins the Show: From Wall Street to Real Estate(07:45) - What is a Syndication? Breaking it Down(10:20) - Understanding the Fund of Funds Model(12:00) - Rob's Journey into Passive Real Estate Investing(15:40) - Why Real Estate Syndications Are Not Common Knowledge(18:00) - Vetting General Partners and Minimizing Risk(22:30) - Understanding Deal Structures and Risk Factors(26:10) - Tax Benefits and Cost Segregation in Real Estate(30:45) - Building Your Financial Team for Success(34:20) - Accredited vs. Non-Accredited Investors Explained(38:00) - Tools and Resources for Learning About Syndications(41:15) - Rob's Book Recommendation: The Power of One More(43:00) - Closing Thoughts and Connecting with Rob NataleContact Rob NataleNorth Square CapitalFacebookInstagramLinkedIn--For more investing insight, go to reiagent.com

Discover how syndications can transform your wealth-building strategy in this episode of The REI Agent Podcast with Bethany LaFlam. Learn how to leverage strengths, vet operators, and build success with intentional partnerships.See full article: https://www.unitedstatesrealestateinvestor.com/unveiling-the-superpower-of-real-estate-syndication-with-bethany-laflam/(00:00) - Introduction to The REI Agent Podcast(00:06) - Mattias and Erica Welcome Listeners(00:24) - Reflection on Self-Awareness and CliftonStrengths Insights(09:50) - Introduction to Bethany LaFlam: Syndication Attorney(10:16) - Bethany Shares Her Journey into Syndications(13:08) - High-Level Overview of Syndications(16:52) - Importance of Vetting Syndication Operators(18:40) - Fund-to-Fund Models: Legal Considerations and Challenges(24:50) - Syndications in a Changing Market Environment(28:56) - Syndication Deal Structures and Fees Explained(33:03) - Capital Calls: What Investors Should Know(38:34) - Passive Investing Benefits and Accelerated Depreciation(41:28) - Capital Event Explored: Refinance and Sale Scenarios(45:51) - Leveraging Other People's Everything (OPE) for Growth(50:23) - Expanding Through Joint Ventures and Avoiding SEC Issues(56:33) - The Absof***lutely Analyzer: A Tool for Decision-Making(56:58) - Closing Thoughts and Bethany's Book RecommendationContact Bethany LaFlambethanylaflam.com--Go to https://reiagent.com for more awesome wealth-building tips!

Two CPA brothers went from corporate burnout to building a co-living investment empire. Learn their exact blueprint for scaling success, saving taxes, and living boldly through strategic house hacking and business systems.See full article: https://www.unitedstatesrealestateinvestor.com/building-a-real-estate-empire-from-cubicles-to-co-living-with-cpa-brothers-harrison-and-ben-sharp/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Your Hosts: Mattias the Investor, Erica the Therapist(00:14) - Living Bold Through Real Estate(00:24) - Mattias Recaps His Successful Weekend and Listing Victory(01:05) - Market Farming, Client Challenges, and Emotional Listings(01:40) - Band Practice, Crutches, and Progress in Personal Life(02:43) - Introducing Harrison and Ben Sharp: CPA Agents Turned Investors(03:35) - The Sharps' Corporate-to-Real-Estate Transition Story(05:10) - Breaking Down House Hacking from the Sharps' Perspective(06:59) - ADUs, Room Rentals, and DFW Zoning Challenges(08:50) - House Hack Financing and Using HELOCs to Scale(10:56) - Co-Living Cashflow Strategy Explained(13:00) - PadSplit, Management, and the Sharps' Investor Network(14:55) - Diversifying Sales: Retail vs. Investment Properties(16:30) - Tax Strategies, Cost Seg, and CPA Insights(19:10) - Real Estate Pro Status and Team Expertise Matters(21:12) - Why Every Agent Should Learn the Investment Language(22:42) - Mattias Shares His HELOC Strategy for Syndications(25:07) - Building a Sales Team and Avoiding Burnout(27:01) - Delegating, Scaling, and the Follow Up Boss CRM(29:16) - Brand Power: Social Media Reach as a Sales Tool(30:57) - Why Specialization Elevates Your Value Proposition(33:57) - Dividing Roles: Agents, VAs, and Operational Structure(36:01) - Future Hiring Plans and The Value of ROI-Based Growth(37:33) - Mattias on CliftonStrengths and AI for Team Dynamics(40:08) - Golden Nugget: How Wholesalers Can Help Agents Win(41:27) - Why Wholesaling Partnerships Bring In Solid Leads(42:35) - Recommended Reading: Set for Life by Scott Trench(43:35) - The Reality of Being Cash Poor While Building Wealth(44:30) - Where to Follow Harrison and Ben Sharp(45:09) - Episode Wrap-Up and Final ThanksContact Harrison and Ben Sharphttps://bkrealestatetx.com/https://www.instagram.com/sbre.group/For more excellent content like this and much more, visit https://reiagent.com

Jessie Dillon transformed business burnout into a journey toward FIRE and time freedom. In this REI Agent episode, learn the mindset, methods, and strategies behind her powerful story of reinvention and investing.See full article: https://www.unitedstatesrealestateinvestor.com/the-bold-fire-movement-journey-of-realization-to-true-financial-freedom-with-jessie-dillon/(00:00) - Introduction to The REI Agent Podcast(00:03) - Meet Mattias and Erica: A Holistic Duo(00:24) - Mattias Returns Solo with a Family Update(00:56) - Introducing Guest Jessie Dillon from Massachusetts(01:14) - What Is FIRE? Financial Independence, Retire Early(02:00) - Mindset Shift: What You Feed Your Brain Shapes Your Life(03:45) - Enter Jessie Dillon: From Burnout to Business Freedom(06:47) - First Rental Property and FIRE-Fueled Real Estate Ambitions(09:23) - Why Real Estate Was the Key to Jessie's Exit Plan(11:06) - Partnerships and Scaling Through Value-Add Multifamily(13:50) - Market Research: Why Jessie Targets Illinois(16:00) - Getting Over the Fear of Long-Distance Investing(18:25) - Monthly Asset Management and Communication(20:30) - Jessie's Best Christmas Gift: Hiring Property Managers(23:00) - The Emotional Roller Coaster of Managing Properties(24:30) - Building a Lifestyle That Values Freedom Over Flash(27:21) - Course on Self-Storage and Future Diversification Plans(28:29) - Real Estate Professional Status and CPA Strategy(31:20) - Why Jessie Avoids Syndication as a GP(33:25) - Syndications vs. Private Lending: Pros and Cons(36:08) - Passive Investing Lessons and Real-Life Examples(39:11) - Jessie's Golden Nuggets for New Investors(41:06) - The Power of Laser Focus in Strategy and Market(42:32) - Everyone Should House Hack (Even Non-Investors)(44:44) - Favorite Book Recommendation: The Millionaire Next Door(47:10) - FIRE Community and the Playing with FIRE Documentary(49:40) - Raising a FIRE-Minded Daughter(52:00) - Final Words and Where to Find Jessie Dillon(52:27) - Outro from Mattias and EricaContact Jessie Dillonhttps://linktr.ee/jessiedillon_For more powerful information to help you reach your holistic success, visit https://reiagent.com

Brett Keppler turned market chaos into opportunity, scaled a foreclosure empire, and built a revolutionary software tool, all while balancing life, business, and meaning.See full article: https://www.unitedstatesrealestateinvestor.com/from-cubicles-to-closings-turning-market-chaos-into-real-estate-mastery-with-brett-keppler/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias and Erica: The Hosts with a Holistic Mission(00:14) - Embracing the Hard Days and Pushing Through(01:14) - Cold Plunges and Staying Energized(02:35) - Introducing Brett Keppler: From New Agent to Powerhouse(05:02) - Brett's Journey Begins: From Cubicle to Four-Family House(07:28) - Getting Licensed and Diving into Sales(11:31) - Finding a Niche in Foreclosures During the Crash(14:07) - Scaling Up with Systems and Smart Marketing(17:25) - Building and Running a High-Volume Brokerage(21:30) - Birth of the NEXT Software Solution(23:30) - NEXT: Automating Real Estate Transactions with AI(26:10) - Why Brett Chose Not to Invest Further in Rentals(29:06) - The Case for Syndications and Better ROI(31:30) - Diversifying Income Streams and Scaling Smart(34:42) - Signs of Burnout and the Need to Pivot(38:21) - Building Teams: Letting Go of Expectation Clones(42:15) - 12-Week Year: Brett's Favorite Team Productivity Book(45:35) - Family, Business, and the Pendulum of Priorities(46:53) - Final Thoughts on Balance, Burnout, and What Really Matters(47:02) - Connect with Brett and Learn About NEXT Software(47:35) - Show Outro: Subscribe and Keep Building the Life You WantContact Brett Kepplerhttps://www.treorealtors.com/https://www.nekst.com/https://www.instagram.com/brettandtreo/For more incredible content to help you increase your holistic success, visit https://reiagent.com

Ever wonder what happens when you invest in a syndication? In this episode, hosts Tait Duryea and Ryan Gibson break down how real estate syndications work, from deal sourcing and underwriting to legal docs, fees, and investor returns. Learn how passive investors get access to large-scale deals, what to look for in a sponsor, and what happens after you wire the funds. If you're considering a syndication, this is your essential primer.Show notes:(0:00) Intro(03:11) Why syndications open new doors(05:02) What is a real estate syndication?(07:20) Inside a $102M portfolio deal(09:50) How deals are sourced and vetted(11:38) Fee structures: who gets what(17:13) Key documents: PPM, OA, subscription(23:28) How to title your investment(29:20) Accreditation: requirements and process(37:58) What happens after you invest(42:00) Outro

Forget what you've been told about retirement. In this episode, Michael Blank breaks down why chasing the dream of sitting on a beach at 65 is not just outdated—it's dangerous. He unpacks the flawed math behind 401(k)s, FIRE, and single-family rentals, and lays out a smarter, faster path to freedom through multifamily syndications. If you're a high-income earner chasing control over your time, this episode will reframe how you think about “retirement” and show you how to buy your time back—on your terms.Key TakeawaysRetirement Is Not the Goal—Freedom IsTraditional retirement means doing nothing, and that's not fulfilling for most people.After a short break, high performers crave impact, purpose, and productivity.Financial freedom gives you options—to work, to rest, to choose how you live.The Math of Retirement Doesn't WorkThe 4% Rule requires you to save $3M+ for $10K/month in passive income—before inflation.With inflation, that number balloons to $7.3M to maintain your current lifestyle.Very few people are saving $2K–$15K/month for 10–30 years consistently.Why the FIRE Movement Falls ShortFIRE (Financial Independence, Retire Early) demands extreme frugality—up to 70% savings rates.It's built on sacrifice and still relies on fragile stock market assumptions.Once “retired,” most FIRE followers still live lean—without true freedom or fulfillment.Why Rentals Are Better—But Still Not EnoughEven buying one rental per year doesn't get you to $10K/month cash flow fast.50 rentals = $10K/month at $200/month per property—a huge operational burden.BRRRR and flips can help, but they're still slow, time-intensive, and hard to scale.Multifamily Syndications: The Fast Track to FreedomAcquisition fees from one deal can replace your income and give you a 12-month runway.Syndications have multiple profit centers: fees, cash flow, equity, and backend profits.With the right coaching, you can quit your job within 1–2 years—not 30.Break the “DIY” Trap: Why Coaching MattersMost people try to figure it out alone and stay stuck for years.Multifamily syndications are a team sport—scale comes from partnerships, not hustle.Without a roadmap, you'll hit a ceiling fast or never start at all.Connect with Nighthawk EquityJoin the Nighthawk Equity Investor ClubConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the...

In this episode of the Real Estate Pros podcast, Amber Bess shares her journey from working in ultrasounds to becoming a successful real estate investor and agent in Omaha, Nebraska. She discusses her experiences with property flips, syndications, and her passion for helping clients build generational wealth through real estate. The conversation also touches on the growth of Omaha's real estate market and Amber's personal life, including her hobbies and family.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Jim Pfeifer, an experienced investor, educator, and advocate for financial freedom through passive investing. Jim shares his journey from working as a teacher and financial advisor to discovering the benefits of real estate syndications and alternative investments. He reveals how becoming an accidental landlord led him to re-evaluate traditional investment strategies and pursue real estate as a more reliable path to wealth building. The conversation covers critical topics like operator vetting, financial education, and the role of community and communication in successful investing. Jim also breaks down the limitations of traditional financial advisors and highlights why passive investing can provide greater cash flow and lifestyle flexibility than conventional approaches.Key Highlights:- Jim Pfeifer transitioned from financial advising to real estate after becoming an accidental landlord.- Syndications offer a more scalable and less time-intensive strategy compared to self-managing rental properties.- Traditional financial advisors often overlook or misunderstand real estate as an asset class.- Vetting operators is a critical step in passive investing; communication and transparency are non-negotiable.- Cash flow, not just net worth, is key to achieving financial freedom through investing.- Building relationships with trustworthy operators creates more control and peace of mind in your investments.- Investing through a strong community can provide both accountability and access to better opportunities.- Real estate provides time and location freedom, the essential components of a wealth-building mindset.Jim Pfeifer's perspective on passive investing brings clarity to those seeking to break away from traditional financial paths. His emphasis on communication, education, and community highlights the human side of wealth-building strategies. This episode of the Know Your Why Podcast reminds us that true financial freedom isn't just about money, it's about understanding your purpose and investing with intention.Get in touch with Jim:Email: Jimpfeifer@biggerpockets.comWebsite: https://passivepockets.com/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:⁠⁠https://linktr.ee/jasonbalara⁠⁠  Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠Artist:⁠⁠ http://audionautix.com/

In this conversation, Brett McCollum and Chris Robison delve into the world of real estate syndications and lending. Chris shares his journey from a young age, influenced by his family's involvement in real estate, to becoming a seasoned investor and lender. They discuss the importance of cash flow, the challenges of the current market, and the mindset needed to navigate these turbulent times. Chris emphasizes the value of diversification in investments and the lessons learned from past experiences, particularly during the 2008 financial crisis. The conversation concludes with Chris offering insights on how to connect with him for further guidance in real estate investing.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us a textEpisode Resources:Book: Invest Smart Spotting Red Flags in Real Estate Syndications by Gary Lipsky Email: chadackermanrealestate.comClark St Digital helps you grow your real estate company with:Amazing Overseas Talent who cost 80% less than their US equivalentsDone-For-You subscription servicesDone-For-You project servicesGo to ClarkStDigital.com to schedule your free strategy meeting. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Keyholders Collective: https://www.keyholderscollective.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstcapital LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and understanding the tax efficiencies offered by syndications through cost segregation. Join us to uncover if passive real estate syndication is right for you and learn about strategies for successful investment.08:48 Cons of Real Estate Syndications09:45 Investment Illiquidity and Portfolio Management10:54 High Minimum Investments12:12 Crowdfunding Websites: Pros and Cons13:06 Differences from Rental Property Investments13:44 Building Trust and Network in Syndications15:02 Limited Control in Syndications16:13 Prerequisites for Participation19:21 Tax Benefits of Syndications21:26 Conclusion and Additional Resources Hosted on Acast. See acast.com/privacy for more information.

How does a respected pharmacist evolve into a successful multifamily real estate syndicator? In this episode, Dave sits down with Ify Asoh to explore that exact journey. Ify shares how she shifted from wanting to quietly build a rental portfolio to stepping into the capital-raising spotlight—all while navigating the mindset shifts needed to succeed in commercial multifamily investing. She opens up about her early missteps, how she learned to build investor relationships the right way, and how introverts can still thrive in investor-facing roles. You'll also hear Ify's practical tips for optimizing LinkedIn to attract real estate investors, how she balances family life with entrepreneurship, and why she's focused on legacy-building through both wealth and education for her children. Key Takeaways: The mindset transformation Ify had to make to raise capital effectively How to avoid common mistakes when starting out in real estate syndications Why LinkedIn became her most powerful tool for investor engagement Her vision for generational wealth and legacy   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

In this conversation, Brett McCollum interviews Brian Ferguson, a seasoned real estate investor from Texas. They discuss Brian's journey from a challenging childhood to becoming a successful entrepreneur in real estate syndication. Brian shares insights on navigating the real estate market, the evolution of syndication, and the current market landscape. He emphasizes the importance of resilience, learning from past experiences, and the value of collaboration in the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What is the state of syndications today? How to structure a syndication for protection purposes? Major differences between funds vs syndications and why are funds popular today? Jonathan Tavares, Managing Partner at Premier Law Group, shares his insights. Read the entire interview here: https://tinyurl.com/25hhhjsfWhat is the state of the market today? What are the IRRs looking like? Are you seeing more or fewer deals come across your desk?There has been a shift to funds in the last 6-8 mos. Traditionally, especially during COVID, a lot of clients were doing a lot of multifamily syndication. Now, granted, that's been a piece that we focused on for a long time. A lot of our clients are heavily involved in the multifamily space, but with increasing interest rates over 22 and various other factors, property taxes throughout many counties and throughout the country, going up very quickly, as well as insurance and specific markets. We have a lot of clients in various markets in Texas that have just gone crazy, places like Houston or Florida, where insurance rates have skyrocketed. It's presented some challenges for some of our clients. Instead of seeing just a straight deal with a certain percentage of debt somewhere around 70- 80%, a lot of times, there's a lot of creative financing going on to make up for that debt piece that may not be there or where those percentages of debt to purchase price may be a little bit lower than what a lot of clients were used to before.You see a lot of preferred equity. We've seen clients building out structures where, in essence, they're providing almost a debt structure to their investors too, to create a sort of debt piece as well as an equity piece in their raises. We've seen a lot of clients create funds and use their funds to come in for part of the debt piece for specific projects as well.Depending on the asset type, and I'll specifically exclude development projects, we're seeing a lot of target IRRs between 15 and 20% generally.Where do all the LLCs go for a syndication so that everyone is protected as much as they can possibly be?There's all sorts of different structures that you might use to set up a syndication or a fund and for different reasons, for tax reasons, for asset protection reasons, etc. A typical syndication structure is going to include a syndication entity, and that's typically known as the issuer entity, that's the entity that's selling securities.Why does the SEC care about what I'm doing if I'm raising capital to go buy real estate? The Supreme Court came up with a test that's called the Howie test. The SEC does an analysis to determine if you were selling securities or not, and essentially boils down to the four main tenets of the Howie test:1) Is an investor investing money? Typically, the answer is yes.2) Are they expecting some sort of return on profits? And usually the answer is yes.3) Whether the efforts are generated by someone other than the person who's investing, like some sort of promoter, or in the space we call a sponsor. In these deals, a sponsor where a GP that is raising the capital from investors. The investors are passive in the deal. 4) A common enterprise is if the investors are pooling together capital through the efforts of the GP to buy some sort of underlying investments. That's typically going to be real estate.Jonathan Tavares(508) 212-1193jonathan@plglp.comwww.premierlawgroup.netJoin our investor list at https://montecarlorei.com/investors/

In this episode of the Real Estate Pros Podcast, host Mike Stansbury interviews Larry, a data engineer turned real estate investor. Larry shares his journey from living paycheck to paycheck to successfully investing in real estate and syndications. He emphasizes the importance of mindset, building relationships, and the value of masterminds in achieving success. Larry also introduces his initiative, the Abundant Wallet, aimed at helping others reach their financial goals through smart financial strategies. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, Andrew Heymans shares his journey in real estate, discussing his experiences from military service to becoming a successful investor. He highlights the challenges he faced in funding and operations, the importance of mindset, and lessons learned from diversifying into the restaurant business. Andrew emphasizes the potential of storage units as an investment and provides insights into syndications and passive investing. He concludes with advice for new investors and encourages them to engage with the real estate community. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What if the vehicle you're using to reach financial freedom is actually slowing you down?In this solo episode, Amy Sylvis unpacks a viral tweet that slammed rental property investing—and uses it as a springboard to explore three common real estate strategies: single-family rentals, REITs, and real estate syndications. With her signature clarity and warmth, Amy walks through the pros, cons, and ideal-fit profiles for each option, helping you assess which one truly aligns with your goals, lifestyle, and risk tolerance. Whether you're tired of managing tenants, tempted by REITs, or curious about commercial syndications, this episode offers practical insight to empower your next move.Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:00 Introduction00:23 Welcome and Podcast Overview01:12 Host Introduction and Podcast Growth01:43 Discussing a Controversial Tweet07:43 Single Family Home Investing11:59 Real Estate Investment Trusts (REITs)17:27 Commercial Real Estate Syndication23:52 Conclusion and Final Thoughts

In this episode, hosts Tait Duryea and Ryan Gibson deliver an in-depth, pilot-friendly primer on syndications and passive real estate investing. They break down the risk spectrum from core to opportunistic deals, while sharing real-world analogies and experiences from their own projects, like the Canyon City land entitlement. Learn how to properly evaluate risk-adjusted returns, the importance of DSCR vs LTV, and what preferred return really means in a syndication waterfall. This episode is a must-listen for high-income professionals looking to navigate passive investing with clarity and confidence.Show notes:(0:00) Intro(02:23) Active vs passive investing explained(04:03) Is syndication risky? Understanding real risk(05:22) Core, Core Plus, Value Add, Opportunistic defined(10:11) Operational vs physical value-add(13:35) What are risk-adjusted returns?(17:19) How leverage impacts risk(20:02) DSCR vs LTV: What's more important?(22:59) Preferred return vs cash flow(33:50) What is an accredited investor?(38:55) Outro— You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

In this episode of the Finding Financial Freedom Podcast, we sat down with Dr. Alex Schloe, a physician and real estate investor who transitioned from a traditional path in medicine to a life of autonomy and financial freedom. If you're a physician seeking more control over your time, career, and finances—this conversation is for you. Dr. Alex shares how his desire for flexibility and purpose led him to explore real estate, eventually finding success through residential assisted living and syndications. He breaks down how these investments create cash flow and how they can empower physicians to practice medicine on their own terms. Key Topics Covered: 1. Dr. Alex's Background From conventional medical training to pursuing autonomy through financial education and investing. 2. Starting the Real Estate Journey How Dr. Alex began investing in real estate and what sparked his interest. 3. Learning Syndication How he discovered real estate syndications and built confidence to get involved. 4. Residential Assisted Living Explained What it is, how it works, and why it's an opportunity for impact and profit. 5. Four Ways to Invest in Assisted Living Dr. Alex breaks down the different investment models available in this niche. 6. Cash Flow Potential A practical look at the cash flow potential in residential assisted living—and how it compares to traditional rental properties. 7. Practicing Medicine on Your Own Terms How real estate investing has allowed Dr. Alex to design a medical career that aligns with his passions and lifestyle. Resources Mentioned: Dr. Alex Schloe Website  Residential Assisted Living Academy Physicians and Properties Podcast Listener Takeaways: You don't need to leave medicine to take control of your time—you need financial freedom. Real estate investing, especially in assisted living, can provide both profit and purpose. Syndications and assisted living are powerful tools for physicians looking to diversify income. Autonomy is achievable with the right education and network. Connect with Us: Host: Dr. Disha Spath, The Frugal Physician Guest: Dr. Alex Schloe, Physician and Real Estate Investor   This episode is also sponsored by Set for Life Insurance – Providing more than just insurance policies—they deliver personalized coverage and expert guidance tailored to your needs. Whether you're looking for life, disability, or long-term care insurance, their team ensures you get the best protection at the most cost-effective rates. With priority underwriting, special discounts, and access to top-rated insurers, they make securing your future simple and stress-free. Take the next step in protecting what matters most. Visit setforlifeinsurance.com or call 1-888-553-3559 today.

Tilden Moschetti, an investment fund and syndication attorney, discussed Regulation D (Reg D) exemptions for raising capital. Reg D allows unlimited funds from accredited investors without advertising, with 98% of deals using it. Rule 506(b) allows non-accredited investors, while Rule 506(c) requires accredited investor verification. Accredited investors must earn $200K annually or have $1 million in net worth. Moschetti emphasized the importance of communication to mitigate risks and maintain investor trust. He noted that only 1-2% of cases lead to legal action if proper documentation is in place. His firm's turnaround time for Reg D filings is two weeks.   https://www.moschettilaw.com/  

Have you ever wondered how velocity banking can help you retire early with real estate? In this episode of The Real Wealth Show, we catch up with Real Wealth member Kyle Nott, who was first featured in 2022. Since then, Kyle has dramatically transformed his investment strategy—scaling his portfolio to 33 rental doors, stepping away from syndications, and implementing a powerful financial tool known as velocity banking to supercharge his cash flow and accelerate his path to financial freedom.

In this episode, Brett McCollum interviews Nic Espanet, a seasoned real estate syndicator who transitioned from a career in physical therapy to real estate investing. They discuss Nic's journey, the freedom that comes with real estate, the challenges of syndication, and the importance of partnerships. The conversation also touches on navigating market changes, the significance of leadership during tough times, and the value of mentorship in the real estate industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this Topical Tuesday episode, I spoke with Aaron and Jacob Thomas who are the co-founders of Twin Lux Capital. Aaron oversees the full investment lifecycle, leveraging his background as a commercial broker and personal investor to drive strategy and performance. Jacob leads key operational areas including acquisitions, underwriting, and asset management, drawing on his experience in sales, rental property management, and investing. Together, they share practical strategies and market insights for investors looking to build long-term value. Be sure to tune in if you're interested in learning about: How a move from Michigan to Arizona turned into a strategic leap into commercial real estate investing Why conservative underwriting and macroeconomic tailwinds made their first deal in Phoenix a no-brainer Key insights into AI and chip manufacturing trends fueling Phoenix's long-term growth story What's next for Twin Lux Capital as they scale their investor base, explore co-GP roles, and eye new opportunities To your success, Tyler Lyons Resources mentioned in the episode: Aaron and Jacob Thomas Twin Lux Capital Website Aaron's LinkedIn Jacob's LinkedIn Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Today on the podcast, we unravel the complexities of passive investing with Kurt Novak, an experienced investor who's navigated nearly 50 syndications and uncovered some surprising truths on his journey.   When Kurt sold his entire real estate portfolio - rental properties, a self-storage facility, and a thriving brokerage - he thought he was settling into early retirement. Instead, he found himself deep in the world of passive investing, syndications, and allocators.   What started with crowdfunding platforms like CrowdStreet quickly expanded into direct investments, allocator-led funds, and a portfolio spanning nearly 50 syndications. But along the way, he discovered something surprising - many passive investors (including himself at first) had no idea what an allocator really is… or how they make money.   Syndications, Allocators, and the Fine Print Kurt breaks down the differences between investing directly with sponsors and going through allocators (a.k.a. fund managers, middlemen, capital raisers - pick your term). Spoiler alert: it's not always as transparent as you'd hope. In fact, many allocators present deals in a way that makes them look like sponsors, leaving investors unaware of the extra layer of fees, the loss of direct ownership, and who's really calling the shots.   Where's the Real Money? With nearly five years in the passive investing game, Kurt has seen it all - stellar returns, underperforming projections, and even outright fraud. He shares which asset classes have been the biggest winners and which ones have fallen short. Plus, he reveals what happens when an allocator steps up and fights for investors after a deal goes sideways.   What Every Passive Investor Needs to Know This episode is a masterclass in cutting through the noise, avoiding common pitfalls, and making smarter investment decisions. Whether you're a seasoned investor or just dipping your toes into the syndication business, Kurt's insights will challenge the way you think about allocators, fund structures, and who's really working in your best interest. *** If you've ever wondered where your money actually goes in a syndicated deal—how the fees break down, who's making the decisions, and whether you're really getting the best deal possible—this episode is a must-listen. Kurt pulls back the curtain on the hidden layers of passive investing, helping you understand what to look for, what to avoid, and how to make sure your money is truly working for you. *** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

Tax season is in full swing, and in this Tax Tuesday episode, Anderson Advisors attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle numerous listener tax questions with practical advice. They discuss the Section 121 exclusion for primary residences, explaining how married couples filing separately can each qualify for the $250,000 capital gains exclusion. They outline strategies for converting personal residences to rental properties using S-corporations and installment sales to maximize tax benefits. Amanda and Eliot clarify 401(k) withdrawal rules, explaining when penalties apply and options like the Rule of 55 and hardship withdrawals. You'll hear recommendations on optimal entity structures for real estate syndications, explanations of the short-term rental "loophole" for active income classification, and when to use trading partnerships versus simple LLCs for investment accounts. The episode concludes with a breakdown of key Tax Cuts and Jobs Act provisions set to expire in 2025, including individual tax brackets, standard deduction changes, child tax credits, and bonus depreciation, highlighting potential impacts for taxpayers.   Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics:   "I understand that you can sell your primary residence and receive an exclusion from capital gains taxes on the first $250,000 if you're single and $500,000 if you're married filing jointly. However, I can't find any rules regarding if you're married filing separately. Could you please confirm if married filing separate also qualifies for the exclusion? Also, could you talk about how making improvements adds to the basis?" - Yes, both spouses filing separately can each get the $250,000 exclusion. Only one spouse needs to be on the title, but both must use it as a primary residence for 2 of the last 5 years. Improvements (new floors, additions, HVAC systems) add to your basis, which reduces taxable gain when you sell. "Can I use both cost segregation and bonus depreciation from an S-corp you sell your personal residence to for the Section 121 exemption? Also, what is the accounting treatment if you sold your personal residence to an S-corp using an installment sale?" - Yes to cost seg, no to bonus depreciation (not allowed for related-party transactions). For accounting, record the property as an asset on the S-corp with a liability for the note owed to you personally. You'll recognize all gain in year of sale (which is actually beneficial to utilize the Section 121 exclusion), and interest payments will be recorded as interest income. "Do I have to officially quit my job and be retired to take disbursements from my 401k? At what age can I take disbursements from my 401k? Are there any negative tax implications from taking early disbursements?" - You don't need to quit your job to take distributions if you're 59½ or older, though your specific plan may have different rules. Early withdrawals before 59½ incur a 10% penalty plus ordinary income tax, unless you qualify for exceptions like the Rule of 55 (if you leave your job at 55+) or hardship withdrawals for specific situations. "What is the best entity for tax purposes to invest in real estate syndications?" - A Wyoming LLC (disregarded) or partnership is typically best. This gives liability protection while letting income/losses flow directly to your personal return (important for using passive losses). Avoid S-Corps (reasonable wage requirements) and C-Corps (trap gains/losses on corporate return). "Regarding bonus depreciation and the short-term rental loophole, are either the 500 hours or 100 hours and, more than anyone else, material participation tests prorated for the year? For example, if a property is purchased and put into service in November, those hours would be difficult to achieve." - No, these hours are not prorated. You must meet the full hour requirements between purchase and December 31st. Consider using the "substantially all participation" test if you personally perform nearly all work needed, even if under 100 hours. "If I purchased an investment apartment and repaired windows, floors and incurred other miscellaneous expenses to make it ready for renters, can I write the expense off on my Schedule E? I didn't receive any income for that apartment as of yet." - You can only deduct expenses after the property is "placed in service" (available for rent). If not in service yet, these costs must be added to the property's basis and depreciated. The $2,500 de minimis rule lets you expense (not capitalize) individual purchases under $2,500, but only after the property is in service. "I'm starting to do wholesale investments. I'm still a W-2 employee, yet I will resign soon. Is it recommended that I start my LLC now, and why?" - Yes, start your LLC now for liability protection when entering contracts. Begin with a disregarded LLC in the state where you're wholesaling. Once established and generating consistent income, consider making an S-Corporation election to save on self-employment taxes. "I have a trading account, but I do not actively trade in it. Should I set up a trading partnership for it?" - If you're not actively trading, a simple Wyoming LLC for asset protection is sufficient. For active traders with significant expenses, consider the limited partnership structure with a C-Corporation general partner to shift some income and deduct expenses that aren't allowed on personal returns. Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session/?utm_source=the-best-entity-for-real-estate-syndications-and-maximum-tax-benefits&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=the-best-entity-for-real-estate-syndications-and-maximum-tax-benefits&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

In this solo episode of the Secrets to Abundant Living Podcast, Amy Sylvis explores the intricacies of real estate syndications as a diversified investment strategy. She emphasizes the importance of networking and building relationships to uncover these unpublicly listed investment opportunities. Amy outlines the benefits and drawbacks of real estate syndications, dispelling the myth that large commercial real estate is only accessible to millionaires. She also discusses the role of accredited and non-accredited investors, offering practical advice on getting started. Key insights include the significance of due diligence, understanding the roles within a syndication, and the advantages of hands-off income and diversification. Amy further highlights the potential for using retirement accounts to invest in these syndications, providing valuable guidance for diversifying beyond traditional paper assets like stocks and bonds.Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:00 Introduction to Real Estate Investment Opportunities00:30 Welcome to the Secrets to Abundant Living Podcast01:18 Meet Your Host: Amy Sylvis02:06 Current Market Insights and Real Estate Syndication Basics03:36 Understanding Real Estate Syndication07:07 The Process of Investing in Syndications09:05 Benefits and Downsides of Real Estate Syndications15:29 Accredited vs. Non-Accredited Investors17:20 Final Thoughts and Additional Resources18:51 Conclusion and Farewell

HE BUILT THE DREAM AND ALMOST LOST HIMSELF IN IT.Emanuele Pani went from mopping floors and fixing leaks…to owning nearly every unit in his building.But success wasn't what he expected.In this episode, you'll hear:How he bought 39 out of 40 units using seller financing & hustleWhat happened when COVID hit, no grace period, no backup planThe creative deals that made it all possible (and profitable)Why burnout and identity loss followed after the winHow he rebuilt his purpose with long-term hospitality and legacy in mindThis isn't a how-to. It's a how-he-did-it.From broke to burned out and back to intentional growth.04:30 – From Cleaning Units to Closing Deals: The Hustle Years Begin09:00 – Bold First Move: Buying 12 Apartments with No Credit13:30 – Managing Chaos: Mortgages, Maintenance, and Mentality18:00 – Refinancing & Reinvesting: How One Refi Fueled the Next Level22:30 – Rising Too Fast: Distractions, Syndications, and Burnout27:00 – The Redemption Plan: 18-Unit Acquisition Through Sheer Will31:30 – Pandemic Pivot: Surviving COVID with Mid-Term Mastery36:00 – The Final Two: Closing the Hardest Sales with Strategic Leverage41:00 – Full Circle Wealth: STR Structure, Community, and Long-Term VisionGet FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com

Making mistakes and learning from them is all part of the real estate investing game. Today's guest shares the lessons he's learned along the way, especially when it comes to syndications. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Paul Shannon, a fund manager at InvestWise Collective. Paul has acquired more than 200 residential units by recycling equity and JV. He is a limited partner who has invested in more than 40 deals as a passive investor. Paul is also the co-host of PassivePockets, a BiggerPockets podcast on passive investing. As Jonathan and Paul start their discussion, they explore how Paul earned his investing stripes and flipped most of his single-family properties. Paul outlines his expectations as a limited partner in a syndication, the advantages of being an expert in your local market, and the one asset class Paul would never handle himself. You'll hear the greatest power an investor has, the importance of diversification, and why you need to understand your risk tolerance as a part of your investment strategy. Finally, Jonathan and Paul cover doing your due diligence, remaining patient, and knowing you have an out for an investment when you need it. Syndications are becoming more popular for those seeking passive investing opportunities, and Paul Shannon outlines what you should know before diving in headfirst. In this episode, you will hear: The first time Paul Shannon heard about syndications and how he earned his investing stripes with his first few properties How Paul used his single-family properties and why most were flips His expectations when he invests in a syndication as a limited partner The advantages of being an expert in your local market and partnering with syndications that are experts in their local markets The one asset class Paul would never handle himself, and the greatest power an investor has Remaining diversified to mitigate risk Understanding your risk tolerance as a part of your investing strategy and the connection macroeconomics has to everything Doing due diligence and the importance of patience Being prepared and having outs ready to go when you need them The formation of Paul's company and podcast, and why he's agnostic about asset classes Growing interest in syndications and where it's coming from GPs and a willingness to say no to LPs who aren't a good fit Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/232/ to download it. Supporting Resources: InvestWise Collective website - www.investwisecollective.com PassivePockets on YouTube - www.youtube.com/playlist?list=PLVOQdep-pAiJ9q6LrQzQmVx4cMo9asVS9 Connect with Paul Shannon on LinkedIn - www.linkedin.com/in/paul-shannon-68255530 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Lane Kawaoka is a seasoned real estate investor, syndicator, and financial mentor who has built an impressive portfolio of over 10,000 rental units. With a background in engineering, Lane leverages his analytical skills to reverse-engineer wealth-building strategies used by the affluent. He is the founder of the "Simple Passive Cashflow" platform and the author of The Wealth Elevator, a guide to achieving financial independence. Lane's journey from a traditional 9-to-5 job to becoming a leader in real estate syndication is both inspiring and insightful. On this episode we talk about: – How Lane transitioned from being an engineer to owning over 10,000 rental units. – The basics of real estate syndication and how it works. – The importance of vetting operators and deals in real estate investments. – Strategies for building wealth through passive income. – Diversifying investments into private equity and other asset classes beyond real estate. Top 3 Takeaways 1. Start Small but Think Big: Lane began with single-family homes but scaled to multifamily units and syndications by reinvesting profits and leveraging partnerships. 2. Vet Your Partners Thoroughly: Success in syndications depends heavily on the experience and integrity of the operators you partner with. 3. Diversify for Stability: While real estate remains a cornerstone, Lane emphasizes diversifying into businesses and other investments for long-term financial security. Connect with Lane Kawaoka: LinkedIn: https://www.linkedin.com/in/lanekawaoka Twitter/X: @SimplePassiveCF Website: https://www.simplepassivecashflow/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the Best Ever CRE Show, Pascal Wagner interviews Bethany LeFlam, a seasoned SEC attorney who has structured thousands of real estate syndications. They dive deep into LP protections, red flags in PPMs, and what Bethany looks for before investing passively herself. She shares how she transitioned from legal advisor to active hotel investor, what makes boutique hotels attractive, and why operators' communication styles reveal more than any pitch deck. Bethany also explains the legal implications of capital raising, share class structures, and her stance on whether GPs should invest their own capital in deals. Bethany LaFlam SEC Attorney Based in Irvine, CA Say hi to them at Premier Law Group Bethany LaFlam https://www.instagram.com/bethany_laflam/?hl=en Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you want to invest in real estate without the hassle of managing tenants? Syndications offer a way to build passive income by pooling resources with other investors without dealing with property maintenance.In this episode, the financial coaches explain how syndications work, why they fit different Investor DNA profiles, and how to vet deals like a pro. They also discuss common risks and the red flags you must avoid before investing. If you're looking for an alternative way to grow wealth through real estate, this episode is a must-listen!Top three things you will learn:-How syndications work -Recognizing and avoiding red flags-Who should (and shouldn't) invest in syndicationsWant to discover your perfect investing strategy?-Follow us on Instagram → https://www.instagram.com/wealthwithoutwallst/-DM "DNA" to take the Investor DNA Quiz!The Art of Passive Income Podcast:-https://www.youtube.com/playlist?list=PLgqpzGRlkzzF9aYUSs96e5GQmL6hRzg6TTurn Active Income Into Passive Income:-https://wealthwithoutwallstreet.com/piosBook Your Free Passive Income Game Plan Session:-https://wealthwithoutwallstreet.com/freecallWealth Without Wall Street New Book:-https://wealthwithoutwallstreet.com/newbookIBC Webinar:-https://wealthwithoutwallstreet.com/ibcJoin Our Next Inner Circle Live Event:-https://www.wealthwithoutwallstreet.com/live-Promo Code: PODCASTFind Out How Close You Are to Financial Freedom: -https://wealthwithoutwallstreet.com/quizJoin the Wealth Without Wall Street Community: -https://wealthwithoutwallstreet.com/communityDiscover Your Path to Financial Freedom: -https://wealthwithoutwallstreet.com/pathJoin the Passive Income MasterMind: -https://wealthwithoutwallstreet.com/wwws-passive-income-mastermindJoin Our Short-Term Rental (STR) Course:-https://go.wealthwithoutwallstreet.com/strcourseThe Land Geek:-https://thelandgeek.com/How to Buy Online Businesses for Profit:-