Episode 57 - Real Estate Investments with Josh Coniglio episode artwork

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]  

Episode metadata supplied by the publisher feed · Published Feb 18, 2025

Embed this episode

Ready to play

Episode 57 - Real Estate Investments with Josh Coniglio

0:00 29:09

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Building Wealthy Habits?

This episode is 29 minutes long.

When was this Building Wealthy Habits episode published?

This episode was published on February 18, 2025.

Can I download this Building Wealthy Habits episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!