EPISODE · Feb 18, 2025 · 29 MIN
Episode 57 - Real Estate Investments with Josh Coniglio
from Building Wealthy Habits · host TriCord Advisors
In this week's episode of Building Wealthy Habits we are joined by Josh Coniglio to discuss the multifaceted role of real estate in financial planning, emphasizing its value as a diversifier in investment portfolios. We explore the various types of real estate investments, the importance of liquidity, and the potential pitfalls of investing solely for tax benefits. The conversation also covers structuring real estate investments through LLCs and trusts, the role of REITs, and the necessity of due diligence when evaluating real estate opportunities. We hope that if you take anything away from this week's episode, it's the importance of maintaining liquidity and a well-rounded investment strategy. In This Episode: 00:00 Introduction to Real Estate Investment 03:02 The Value of Real Estate in Portfolios 05:46 When Real Estate Doesn't Make Sense 09:07 Understanding Tax Implications of Real Estate 11:55 Structuring Real Estate Investments 14:54 Evaluating Real Estate Opportunities 18:02 The Role of REITs and Partnerships 20:49 The Importance of Due Diligence 24:00 Conclusion and Resources Connect with Josh: LinkedIn: https://www.linkedin.com/in/joshuaconiglio/ Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected] Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected] Connect with Randy: LinkedIn: https://www.linkedin.com/in/rkbarkley/ Email: [email protected]
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Episode 57 - Real Estate Investments with Josh Coniglio
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