A deep dive into 1031 exchanges
The Real Estate Reality Show
by Dr. Adam Gower, Amanda Han and Matt MacFarland, Keystone CPA
1w ago
When properly utilized, 1030 exchanges can be an invaluable tool in the savvy real estate investor's arsenal. Joining me today are Amanda Han and Matt MacFarland, husband and wife team at Keystone CPA, who expertly break down the complex web of rules surrounding these tax-deferral strategies. Our conversation begins with the foundational principles of 1031 exchanges, where Amanda and Matt illustrate how this mechanism allows investors to sidestep immediate tax liabilities, fostering portfolio growth. They compare the process to a game of Monopoly - upgrading from green houses to a red hotel wi ..read more
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The short term rental loophole revealed
The Real Estate Reality Show
by Dr. Adam Gower, Tom Castelli, CPA, partner at Hall CPA
2w ago
What is the short-term rental loophole and how can investors benefit? In this, the next in our continuing series on tax benefits for real estate investors, guest Tom Castelli, CPA, partner at Hall CPA, explains the short term rental (STR) loophole and explains in detail how investors can leverage the rule to get advantageous tax treatments. What makes the STR rule so interesting is the ability to use cost segregation studies to get bonus depreciation creating paper losses that can offset other taxable income. It's a potent strategy that, when wielded correctly, can lead to substantial tax savi ..read more
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Tax Efficient Strategies for the Real Asset Investor
The Real Estate Crowdfunding Show | Syndication in the Digital Age
by Dr. Adam Gower, Dave Zook, Founder/CEO, The Real Asset Investor
3w ago
Today's episode is the next in our series on tax incentives for real estate investors and my guest, Dave Zook of the Real Asset Investor is a true master of the art of minimizing taxes while maximizing passive income streams. His career started investing in multifamily real estate, but he has successfully migrated into other tax efficient asset classes. You're going to hear from Dave his personal experiences of how high-income earners can develop programs for themselves for investing and living life tax efficiently. Dave describes the specific investments he makes personally and, without makin ..read more
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Examining the tax code's 'Real Estate Professional Status'
The Real Estate Crowdfunding Show | Syndication in the Digital Age
by Dr. Adam Gower, Brandon Hall, Managing Partner/CEO, Hall CPA
1M ago
Are you actually maximizing your tax deductions as a real estate investor? In this episode of our series on how the tax code applies to and benefits real estate investing, we investigate the complexities of Real Estate Professional Status (REPS) with Brandon Hall, a leading CPA specializing in real estate. Brandon breaks down the intricate details of REPS, offering a comprehensive explanation of its impact on tax deductions, and how it significantly enhances cash flow by allowing professional investors to offset passive income and capital gains with tax 'losses'. For those unfamiliar with REPS ..read more
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Tax Hacks for Real Estate Investors
The Real Estate Crowdfunding Show | Syndication in the Digital Age
by Dr. Adam Gower, Mark Swedberg, Real Estate Advisor, Royal Legal Solutions
1M ago
In today’s episode you are getting insights into the world of advanced tax strategies and asset protection for real estate investors with Mark Swedberg of Royal Legal Solutions. Mark shares a wealth of insights, drawing from his company’s unique model that he likens to a "fractionalized family office," providing high-level tax and legal strategies not just for the ultra-wealthy but for anyone earning over $150,000. You’ll learn about the underutilized potential of private foundations, a strategy often misconceived as only for billionaires. Mark also shows you how setting up a private foundatio ..read more
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The Real Estate Syndication Nightmare
The Real Estate Reality Show
by Dr. Adam Gower, Aleksey Chernobelskiy, principal at Centrio Capital Partners
1M ago
My guest today is Aleksey Chernobelskiy who is principal at Centrio Capital Partners. Aleksey helps Limited Partners (passive investors in real estate syndications – aka ‘LP’s’) with existing and future investments, writing tips, and advising or providing educational content to help them navigate the current market, as well as make decisions on how to act and what to look for as they consider investment opportunities going forward. Aleksey is a prolific writer. His background includes having run a $10 billion commercial real estate portfolio and he has a quadruple major, (gasp), from the Unive ..read more
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Real estate investing tax benefits overview
The Real Estate Reality Show
by Dr. Adam Gower, Chris McCormack, CPA, Founder, CEO of Better Books
2M ago
Are you paying too much in taxes each year?   In today’s episode, the first of a series covering (in detail) the tax benefits of real estate investing , my guest, Chris McCormack, CPA, and I discuss how real estate investors are leaving money on the table by not optimizing their tax strategies and what you can do to avoid paying too much tax.   Chris and I review the main tax benefits of investing in real estate, for both sponsors and passive investors, as well as looking at some of the lesser-known tax saving strategies.   Chris loves reading and understanding the tax code (tha ..read more
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How to short multifamily real estate
The Real Estate Crowdfunding Show | Syndication in the Digital Age
by Dr. Adam Gower, Gabriel Bernarde, Researcher, Viceroy Research
3M ago
Digest this stark statistic: a Collateralized Loan (CLO) portfolio with over 300 loans is showing a weighted average debt service coverage ratio of just 0.63. It is basically a disaster and one that my guest today is shorting – heavily. Gabe Bernarde is co-founder of Viceroy Research and has written a report called “Slumlord Millionaires”, that covers a well-known bridge lender who has been doing a lot of lending to multifamily sponsors. The report reveals an entire portfolio of multifamily loans that appear to be underwater and that are wrapped up in CLOs. In theory, CLOs are bullet proof bec ..read more
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The value-add multifamily disaster
The Real Estate Reality Show
by Dr. Adam Gower, Jeremy Roll, President, Roll Investment Group
3M ago
Today’s guest, Jeremy Roll, president of the Roll Investment Group,  is a seasoned multi-cycle real estate and alternative asset investor who is a voracious reader and analyst of market conditions, what's going on in the market, what's going on in the broader macroeconomic world, and in the industries that he invests in. I've known Jeremy for a long time, and what you're going to hear from him today are some insights into just how conservative he is in his investment approach, what he has been doing for the last few years and what he has not been doing, where he sees the market going and ..read more
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Bad news for commercial real estate financing
The Real Estate Crowdfunding Show | Syndication in the Digital Age
by Dr. Adam Gower, Brian Pascus, Reporter at Commercial Observer
4M ago
My guest today is Brian Pascus, finance reporter at Commercial Observer. Brian wrote a detailed article comparing CMBS (commercial mortgage backed securities) with collateralized loan obligations (CLO) as ways to finance real estate and so I asked him if he would talk about the differences between these two financial instruments, and what has been the impact on them of interest rate increases and other market forces over the last couple of years. You’re going to learn about the difference between CLO and CMBS, how both are being hit with significant defaults, and that the market for both has p ..read more
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