The Retiring Real Estate Investor

SummaryIn this episode of the Retiring Real Estate Investor podcast, host Brandon Bruckman engages with Eric and Ben from Wild Oak Capital to explore the intersection of real estate investing and lifestyle choices. They share their personal journeys into real estate, the importance of mentorship, and the necessity of taking action. The conversation delves into market insights, particularly focusing on Tulsa as a promising investment location, and discusses the dynamics of team collaboration in real estate. Additionally, they touch on the lifestyle changes that come with remote work and living abroad, emphasizing the importance of balancing work and personal life.TakeawaysReal estate offers various pathways to financial success.Mentorship is crucial for navigating the real estate landscape.Taking action is essential; education alone isn't enough.Transitioning from single-family to syndication can be challenging but rewarding.Understanding market dynamics and having a reliable team is key.Establishing a clear buy box helps in identifying good deals.Current market conditions present unique opportunities for investors.Tulsa is an underrated market with strong growth potential.Lifestyle choices can significantly impact personal happiness and productivity.Protecting your time and calendar is vital for achieving work-life balance.Chapters00:00Introduction to Real Estate and Lifestyle02:32Personal Journeys into Real Estate05:14The Importance of Mentorship08:20Taking Action in Real Estate11:01Transitioning to Syndication13:54Market Insights and Team Dynamics16:59Understanding Buy Boxes and Deal Criteria19:53Current Market Conditions and Opportunities22:45Exploring Tulsa as a Market25:45Lifestyle Choices and Living Abroad28:41Balancing Work and Life31:22Final Thoughts and ConnectionsSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

In this episode, Brandon Bruckman hosts Dwight Dunton, Founder and CEO, and Ryan Conroy, VP of Capital Markets, from Bonaventure, a multifamily investment firm. They discuss the evolution of Bonaventure, its unique market strategies, and the importance of vertical integration in real estate. The conversation delves into the role of debt as an asset, current market dynamics, and the challenges faced in financing. They also explore the differences between DST and 721 UpREIT structures, emphasizing the need for better alignment of interests in real estate investments. The episode concludes with a focus on future innovations in the industry.TakeawaysBonaventure manages approximately $2.75 billion in assets.The firm was founded out of necessity to manage family investments.Vertical integration is key to ensuring quality and returns.Debt is viewed as a strategic tool to minimize downside risk.Current market conditions present both challenges and opportunities.Long-term investment strategies are preferred to avoid tax leakage.The financing environment is becoming more challenging for sponsors.DST structures often misalign interests between sponsors and investors.Innovations in real estate investment are necessary for growth.The industry needs to focus on better alignment and transparency. Chapters00:00 Introduction to Bonaventure and Its Founders02:43 The Evolution of Bonaventure and Its Market Strategy05:36 Understanding Vertical Integration in Real Estate08:22 The Role of Debt as an Asset11:10 Current Market Dynamics in Multifamily Real Estate13:49 Navigating Opportunities Amidst Market Disruption16:38 The Importance of Long-Term Investment Strategies19:24 The Challenges of the Current Financing Environment22:22 Comparing DST and 721 UpREIT Structures25:19 The Need for Better Alignment in Real Estate Investments27:53 Future Innovations in Real Estate Investment StrategiesSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Join host Brandon Bruckman as he sits down with seasoned real estate investor Joel Miller. With nearly five decades of experience, Joel shares his journey from a curious eighth-grader to a successful real estate mogul. Discover how Joel pioneered the mobile DJ business, balanced multiple careers, and eventually transitioned into hard money lending. Key Topics:Joel's early interest in real estate and radio Transition from DJing to real estate investing The importance of maintaining multiple income streams Insights from Joel's book, "Build Real Estate Wealth" The role of mindset in real estate success Strategies for tenant selection and property management The difference between riches and wealth Joel's approach to retirement and passing on his legacy The evolution of real estate investing over decades Hard money lending as a retirement strategy Building a network within the real estate community The impact of economic cycles on real estate Balancing personal passions with professional pursuits The significance of off-market deals in real estateGuest Information:Name: Joel Miller Book: "Build Real Estate Wealth" Website: JoelMillerBooks.comCall to Action: Visit JoelMillerBooks.com for more insights and to purchase Joel's book. Stay tuned for a deeper dive in our next episode!Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, Brandon Bruckman interviews Bryan Hayes, a senior associate at Tenant Services Group and a founder of Convrzn, a pioneer in voice intelligence technology. They explore the integration of AI in real estate, focusing on how voice AI can enhance market intelligence and client interactions. Bryan shares his journey from urban retail to founding a company specializing in voice AI, discussing the challenges and opportunities in adopting this technology. The conversation also covers the future of AI across various industries, including healthcare and government, and the importance of aligning AI with business values.TakeawaysVoice AI streamlines market data gathering, offering real-time insights.Technology provides a competitive edge in real estate transactions.Customizing AI to reflect business personas aligns technology with company values. Embracing innovation encourages rethinking traditional business models. AI can transform client interactions and market intelligence in real estate. The future of AI spans multiple industries, offering vast potential. Aligning AI with business values enhances client relationships. Real estate professionals can leverage AI for better decision-making.Chapters00:00 Introduction to AI in Real Estate 02:30 Bryan's Journey from Urban Retail to Voice AI 05:15 Role of Voice AI in Market Intelligence 08:45 Challenges and Opportunities in AI Adoption 12:00 Future of AI in Healthcare and Government 15:30 Customizing AI to Reflect Business Values 18:20 Embracing Innovation in Real Estate 21:10 Aligning AI with Business Personas 24:00 Transforming Client Interactions with AI 27:30 Final Thoughts and Future DirectionsSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Join host Brandon Bruckman as he chats with Matthew Incitti from Hamilton Point about the dynamic world of real estate investment strategies since the 2008 financial crisis. Discover how Hamilton Point has adapted its approach from distressed asset acquisition to value-add strategies and current opportunities in high-growth markets like Texas and Florida.Key Topics:Evolution of real estate strategies post-2008 Insights into distressed assets and value-add approaches Current market opportunities in Texas and Florida Importance of flexibility and professional management Navigating capital market challengesGuest: Matthew Incitti, Vice President of Sales and Marketing at Hamilton PointConnect with Matthew:Website: HamiltonPointINV.com LinkedIn: Matthew IncittiSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode of the Retired Real Estate Investor podcast, host Brandon Bruckman, co-host Joshua Wright, and guest John T. Christy, CFP® discuss the unique financial needs of real estate investors. They explore the common pitfalls that investors face, the importance of holistic financial planning, and the critical role of estate planning. The conversation emphasizes the need for real estate investors to integrate their investment strategies with tax planning and to consider their legacy and exit strategies as they build their portfolios. The episode highlights the often-overlooked aspects of financial advising for real estate investors and the importance of planning for the future. In this conversation, the speakers delve into the complexities of estate planning, sharing personal anecdotes and professional insights. They emphasize the importance of early planning, the challenges posed by complicated estates, and the necessity of strategic partnerships in navigating these issues. The discussion highlights real-life examples of messy estates and the emotional toll they can take on families, underscoring the need for clear communication and proactive planning.Follow John and his firm Craft & Sage Wealth on these socials:Website link: https://bit.ly/43sUwVX Facebook: https://www.facebook.com/craftandsageInstagram: https://www.instagram.com/craftandsage/LinkedIn: https://www.linkedin.com/company/craft-and-sage/YouTube: https://www.youtube.com/@craftandsageTakeawaysReal estate investors often lack communication with financial advisors.Many investors are unaware of the importance of holistic wealth management.Estate planning is frequently neglected by successful investors.The next generation often struggles with unplanned estates.Successful investors need to think about exit strategies early.Planning with the end in mind is essential for legacy management. Personal experiences illustrate the importance of estate planning.Complex estates can lead to overwhelming challenges for families.Understanding the intricacies of estate taxes is crucial.Regular updates to estate plans are necessary as circumstances change.A formal estate plan is better than relying on state defaults.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, Brandon Bruckman interviews Ana Klein, a tax strategist specializing in real estate and founder of AKK Tax and Accounting. They discuss the importance of tax strategy for real estate investors, the differences between a tax strategist and a CPA, and how to engage with a tax strategist throughout the year. Anna shares insights on the strategies wealthy clients use to build wealth, the significance of real estate professional status, and the benefits of estate planning. They also touch on the challenges of IRS audits, the advantages of a virtual business, and the value of life coaching for business leaders.TakeawaysTax strategists focus on proactive planning, not just compliance.Good bookkeeping is essential for effective tax planning.Wealthy individuals often buy back their time by outsourcing tasks.Real estate can offset income from operating businesses.Real estate professional status is difficult to achieve but beneficial.Never gift properties; always pass them through inheritance for tax benefits.IRS audits can be managed with good record-keeping.Virtual businesses allow for flexibility and travel.Investing in expertise is crucial for success.Life coaching can enhance leadership skills and personal growth.Chapters00:00 Introduction to Tax Strategy and Real Estate02:47 The Role of a Tax Strategist vs. CPA05:51 Engaging with a Tax Strategist Throughout the Year09:03 Wealthy Clients' Strategies for Success11:50 Real Estate Professional Status and Short-Term Rentals15:07 Navigating Retirement and Passive Income17:51 The Importance of Estate Planning and Trusts21:09 Understanding IRS Audits and Record Keeping23:56 The Benefits of a Virtual Business27:13 Investing in Real Estate: Current Focus29:54 The Value of Life Coaching for Business Leaders32:47 Final Thoughts and ResourcesSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this conversation, Whitney Sewell shares his journey from military service to becoming a successful real estate investor and entrepreneur. He discusses the challenges he faced in his early career, the impact of his adoption journey on his family and business, and the importance of strategic reflection in making significant life decisions. Whitney also highlights the transformative role of podcasting in expanding his network and growing his business, LifeBridge Capital, which focuses on multifamily real estate investments and supporting adoption efforts. In this conversation, the speaker reflects on the challenges faced in the real estate market over the past couple of years, emphasizing the importance of sticking to core investment principles. They discuss recent shifts in market dynamics, the significance of strategic market selection, and the need for steady returns for investors. The conversation also highlights the importance of team culture, community engagement, and personal growth through influential literature. The speaker shares insights on exit strategies and the value of supporting families and investors alike.TakeawaysWhitney's military background shaped his resilience and perspective.Adoption has been a significant driving force in Whitney's life and business.Strategic reflection is crucial for making impactful life decisions.Podcasting can serve as a valuable networking and learning tool.Building a mission-driven business can attract like-minded partners and investors.Challenges in property management can provide essential learning experiences.The importance of family values in business partnerships cannot be overstated.Sticking to core investment principles is crucial during market fluctuations.Recent market shifts have created new opportunities for investment.Investors prefer steady returns over high-risk, high-reward scenarios.Building a strong team culture is essential for long-term success.Community engagement can enhance tenant satisfaction and retention.Personal growth and continuous learning are vital for effective leadership.Exit strategies should prioritize investor returns and satisfaction.Investors appreciate transparency and communication regarding their investments.Creating a family mission statement can strengthen family bonds and values.Supporting families in the community aligns with business values and enhances reputation.Learn more about Whitney - https://www.whitneysewell.com/Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, Brandon Bruckman interviews Mike Finger, a seasoned entrepreneur and business coach, who shares his extensive experience in buying, selling, and operating small businesses. Mike discusses the common pitfalls small business owners face when preparing to sell, the importance of understanding seller discretionary earnings, and the realities of passive income in business ownership. He emphasizes the need for owners to prepare their businesses for sale well in advance and provides insights into the buyer's perspective, including the significance of operational efficiency and the mindset required for successful business transactions.TakeawaysMike Finger has owned and sold multiple small businesses, providing him with valuable insights.Most small businesses fail to sell due to lack of preparation and understanding of sellability.Seller discretionary earnings are crucial for buyers to assess the true value of a business.Buyers should focus on specific industries where they have expertise to increase their chances of success.Passive income in small business ownership is often a myth; active involvement is usually required.Business owners should start preparing for a sale years in advance, not at the moment they decide to sell.Operational efficiency is key to making a business both sellable and ownable.Sellers often underestimate the importance of financial documentation and transparency.Educating sellers about the realities of the market can be a challenging but necessary process.Distressed businesses can present unique opportunities for buyers with the right skills and knowledge.Connect with Mike - https://exitoasis.com/Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, Brandon Bruckman welcomes back Ruben, who shares insights into his evolving career in real estate and capital raising. Ruben discusses his transition from traditional real estate syndication to a debt fund model focused on student loans. He elaborates on the challenges of building a subdivision, the current state of capital raising, and the importance of marketing in attracting investors. The conversation also touches on the motivations of investors and the altruistic aspects of Ruben's business model, which aims to help borrowers while providing returns to investors. This conversation delves into the intricacies of debt, banking, and the dynamics of registered investment advisors (RIAs). It explores how banks operate, the nature of student loans, and the challenges of finding suitable RIAs for alternative investments. The discussion also touches on the importance of spiritual philosophy in business, emphasizing peace and ethical behavior as key components of success. The conversation concludes with practical advice for capital raisers and resources for further learning.TakeawaysRuben has transitioned from real estate syndication to a debt fund model.He has successfully raised over $4 million in a short time.Building a subdivision involves numerous unforeseen challenges. Investors need to understand their goals before investing in developments.The current capital raising environment is cautious, with many investors on the sidelines.Marketing plays a crucial role in attracting investors to capital raising efforts.The debt fund model offers lower risk and higher returns compared to traditional investments.Ruben's business model focuses on helping borrowers while providing returns to investors.Altruism in business can enhance capital raising efforts.Understanding the motivations of investors is key to successful fundraising. Student loans are unique as they lack collateral but are bankruptcy protected. Co-borrowers significantly mitigate risk in lending.Finding independent RIAs is challenging but essential for alternative investments.Alternative investments can serve as bond alternatives for portfolios.Peace should be a guiding principle in business decisions.Good human behavior is crucial for attracting success.Capital raisers should seek experienced partners for better outcomes.Connect with Ruben - https://www.linkedin.com/in/rubengreth/Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, Brandon Bruckman interviews Erik Oliver from Cost Segregation Authority to explore the intricacies of cost segregation and its benefits for real estate investors. They discuss how cost segregation allows for accelerated depreciation, the reasons why CPAs may not handle these studies, and the importance of identifying suitable properties for cost segregation. The conversation also covers the flexibility of timing for these studies, the implications of current tax laws, and the impact of the CARES Act on energy efficiency credits. Eric emphasizes the need for collaboration between investors and their CPAs to maximize tax savings.TakeawaysCost segregation allows for accelerated depreciation on real estate investments.Many CPAs lack the construction knowledge needed for cost segregation.Properties with a depreciable basis over $250,000 are good candidates for cost segregation.Cost segregation can create significant tax savings in the first year of ownership.Timing is flexible; cost segregation can be done years after purchasing a property.Depreciation recapture can be managed effectively with cost segregation.Current tax laws, including bonus depreciation, greatly benefit real estate investors.The CARES Act introduced energy efficiency credits for residential and commercial properties.Collaboration with CPAs is crucial for maximizing tax benefits.Cost segregation studies can be a valuable resource for real estate investors.Chapters00:00 Introduction to Cost Segregation02:47 Understanding Cost Segregation06:02 Why CPAs Don't Handle Cost Segregation08:52 Identifying Good Candidates for Cost Segregation12:12 Timing and Flexibility of Cost Segregation14:49 Depreciation Recapture and Tax Implications18:12 Impact of Current Tax Laws on Cost Segregation20:59 CARES Act and Energy Efficiency Credits34:01 Working with Cost Segregation ExpertsSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode of the Retired Real Estate Investor podcast, host Brandon Bruckman and co-host Julia Fritzlen welcome Justin Shore from Hall CPA to discuss the complexities of real estate taxation. They explore the importance of specialized CPAs for real estate investors, the nuances of depreciation and recapture, and the various exit strategies available, including 1031 exchanges and Delaware Statutory Trusts. The conversation also covers the tax implications of REIT redemptions and emphasizes the need for thorough planning and understanding of tax strategies in real estate investing.TakeawaysSpecialized CPAs are crucial for real estate investors.Understanding depreciation and recapture is essential for tax planning.1031 exchanges can defer tax liabilities on property sales.Delaware Statutory Trusts offer unique advantages for investors.REITs provide liquidity but come with tax implications.Planning ahead can save significant amounts in taxes.Investors should be aware of the complexities of tax codes.Cost segregation studies can enhance depreciation benefits.Exit strategies should be considered well in advance of selling.Continuous education on tax strategies is vital for real estate success.Chapters00:00 Introduction to Real Estate Taxation03:48 The Importance of Specialized CPAs for Real Estate Investors10:05 Understanding Depreciation and Recapture20:05 Exit Strategies: 1031 Exchanges Explained30:07 Delaware Statutory Trusts vs. REITs50:05 Tax Implications of REIT Redemptions59:50 Conclusion and Resources for Real Estate InvestorsSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryEmma Powell, founder and chief investment officer of Rise Capital Investments, shares her journey from being a stay-at-home mom to becoming a real estate investor and entrepreneur. She discusses the challenges of finding fulfilling work after achieving a goal and the frustration of job offers that didn't match her qualifications. Emma explains how she started investing in smaller rentals and eventually formed a capital raising company. She also talks about the importance of finding purpose and positive drama in retirement and the value of joining mastermind groups. In this conversation, Emma Powell discusses the value of investing in high-priced masterminds and the alternative options available. She shares her experience of investing in joint ventures and hard money loans as a way to network and learn from experienced individuals. Emma emphasizes the importance of finding specialized masterminds that focus on specific skills and the value of learning from failures. She also discusses the current state of the real estate market and the need for a process and long-term perspective when investing.TakeawaysRetirement doesn't mean losing purpose; it's important to find fulfilling work or activities to stay engaged.Seek out non-mainstream support and surround yourself with like-minded individuals who share your values and goals.Take the time to think about what you want to do in retirement and plan for it, both financially and in terms of lifestyle.Consider joining mastermind groups or clubs with low entry fees to connect with others who are on a similar journey.Find positive drama and challenges to keep yourself motivated and avoid getting caught up in negative drama. Consider investing in joint ventures or hard money loans as an alternative to high-priced masterminds to network and learn from experienced individuals.Look for specialized masterminds that focus on specific skills you want to develop.Learn from failures and view them as valuable lessons.Have a process and long-term perspective when investing in real estate.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, host Brandon Bruckman interviews Darcy Marler about his experience in real estate development. Darcy shares his background in IT and how he transitioned into real estate. He discusses his early experiences with flips and rentals and the challenges he faced. Darcy emphasizes the importance of matching your real estate strategy to your personality and preferences. He explains the different steps involved in development, including paperwork, land preparation, and building. Darcy also highlights the value of focusing on smaller projects and the obsolescence of older properties. Darcy Marler discusses the opportunities and benefits of real estate development, particularly focusing on vacant lots and older properties. He emphasizes the importance of understanding entitlement strategies and the potential for building new structures on vacant lots. Marler highlights the knowledge gap in the real estate investment world when it comes to development and encourages investors to consider the advantages of new construction. He also discusses the importance of selecting the right locations for development and building a strong team of professionals to execute the project.TakeawaysMatch your real estate strategy to your personality and preferencesDevelopment involves different steps, including paperwork, land preparation, and buildingFocus on smaller projects and consider the obsolescence of older properties Real estate development offers opportunities to build new structures on vacant lots and older properties.Understanding entitlement strategies and the potential for new construction is key to success in real estate development.Selecting the right locations for development is crucial, considering factors such as market demand and community needs.Building a strong team of professionals, including architects, engineers, and builders, is essential for executing development projects.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, host Brandon Bruckman and co-host Julia Fritzlen are joined by Carmine DiFulvio from Security First Exchange to discuss 1031 exchanges in real estate investing. Carmine shares his expertise as a qualified intermediary in the industry. They cover topics such as the importance of working with a regulated qualified intermediary, state regulations on QIs, common mistakes made in 1031 exchanges, and the definition of like-kind property. Carmine emphasizes the need for clients to consult with their tax professionals and highlights the benefits of 1031 exchanges in deferring tax liability and retaining wealth. The conversation discusses the history and potential threats to the 1031 exchange, a tax-deferment strategy used in real estate transactions. Carmine DiFulvio, shares his experience with lobbying efforts to protect the 1031 exchange from repeal. He highlights the importance of the exchange for the economy, dispels the misconception that it only benefits the wealthy, and emphasizes its role in stimulating transactions and supporting various industries. The conversation also explores title parking exchanges, including reverse exchanges and improvement exchanges, and the timelines and requirements associated with them.TakeawaysState regulations on QIs vary, with some states having more stringent requirements than others.Common mistakes in 1031 exchanges include failing to contact a QI before the sale closes, misunderstanding the requirement to buy property of equal or greater value, and missing the timeframes for identification and completion of the exchange.Clients should consult with their tax professionals and involve the QI as part of their team to avoid potential issues and ensure compliance with IRS regulations. The 1031 exchange has faced repeated attempts at repeal, but lobbying efforts have been successful in preserving it so far.The 1031 exchange is not just for the wealthy; it benefits regular people who own investment properties and helps stimulate the economy.Title parking exchanges, such as reverse exchanges and improvement exchanges, provide flexibility in real estate transactions.Reverse exchanges involve buying a property first and then selling another property within a specific timeframe.Improvement exchanges allow for the use of exchange funds to improve a property before transferring ownership.The 1031 exchange is a valuable tool for individuals and families looking to preserve wealth, transition assets, and invest in new properties.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, welcome Tilden Moschetti, Esq., a legal expert in real estate syndication and fund management. Tilden shares his journey into the industry and provides insights into the structure and regulations of syndication deals. He emphasizes the importance of trust between syndicators and investors and highlights the rules and regulations that govern syndication offerings. Tilden also discusses different structures, such as REITs, funds, and DSTs, and provides advice for sponsors on fee structures and investor communication.TakeawaysTrust is crucial in syndication deals, and investors should only invest in deals where they trust the syndicators.Syndication deals are governed by regulations, such as Regulation D, and it's important to ensure that the rules are being followed.Different structures, such as REITs, funds, and DSTs, have different benefits and considerations, and sponsors should choose the structure that aligns with their investment goals.Sponsors should properly incentivize themselves by setting appropriate fees and be transparent with investors about the fees and the investment plan.DSTs are a good option for 1031 exchange investors, but it can be challenging to fit them into syndication structures.Sponsors should disclose all relevant information to investors and maintain open communication to build trust and ensure a successful partnership.Chapters00:00 Introduction and Background04:50 Understanding Syndication Structures09:14 Different Rules for Different Offerings14:40 Choosing the Right Structure: REITs, Funds, or DSTs22:43 The Importance of Transparency and Communication29:00 Challenges and Considerations of DSTs in Syndication35:07 The Complexity of Combining Securities and Real EstateSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryStuart Heath, CEO of Harvard Grace Capital, shares his journey as a real estate investor and discusses the transition from residential to commercial properties. He emphasizes the importance of cash flow and the role it plays in surviving and thriving in the real estate market. Stuart also discusses the different types of office spaces and their viability in the current market. He highlights the importance of tenant mix and the stability of medical office spaces. Stuart shares his insights on deal flow, underwriting parameters, and the potential for liquidity in real estate investments.TakeawaysReal estate can be a slow but steady way to build wealth over time.Cash flow is king in real estate investing. If tenants are paying rent, there are opportunities for survival and growth.Different types of office spaces have different levels of viability. Class A office spaces in central business districts may struggle, while suburban and medical office spaces tend to be more stable.Deal flow quality has improved in the current market, and underwriting parameters remain consistent.The potential for liquidity in real estate investments could be a game changer, providing more options for investors.Investors should focus on long-term investing rather than short-term trading, as real estate is a long-term asset class.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryBrandon Burns, a qualified intermediary in the 1031 exchange space, shares his unique background and expertise in helping real estate investors navigate the exchange process. He emphasizes the importance of understanding the IRS rules and regulations, such as the time component and the need to replace the value of the property. Brandon also discusses common mistakes and misconceptions, such as changing ownership during the exchange and the identification of replacement properties. He highlights the benefits of a 1031 exchange, including the ability to diversify or reposition assets, and explains the process of reverse exchanges. In this conversation, Brandon Burns, a 1031 exchange expert, discusses the benefits and strategies of using a 1031 exchange to defer taxes on real estate investments. He explains how a 1031 exchange allows investors to sell a property and reinvest the proceeds into a like-kind property, deferring capital gains taxes. Burns also highlights the importance of working with a qualified intermediary (QI) and the potential risks and challenges associated with 1031 exchanges. He emphasizes the need for investors to be proactive in managing their real estate assets and maximizing their returns.TakeawaysUnderstanding the IRS rules and regulations is crucial when considering a 1031 exchange.Replacing the value of the property is an important factor in the exchange process.Common mistakes include changing ownership during the exchange and misunderstanding the identification of replacement properties.A 1031 exchange allows for diversification and repositioning of assets.Reverse exchanges can be a viable option for investors who need more time to find a replacement property. A 1031 exchange allows investors to defer capital gains taxes on real estate investments by reinvesting the proceeds into a like-kind property.Working with a qualified intermediary (QI) is crucial for a successful 1031 exchange, as they facilitate the transaction and ensure compliance with IRS regulations.Investors should be proactive in managing their real estate assets and regularly evaluate the value and income potential of their properties.The potential risks and challenges of 1031 exchanges include finding suitable replacement properties, managing time constraints, and dealing with potential changes in tax laws.Maximizing the value of real estate assets requires careful consideration of rental income, property appreciation, and potential tax implications.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryTom Dunkel, Chief Investment Officer at Belrose Storage Group, shares his journey from being a miserable landlord to building a successful self-storage business. He discusses his background in corporate America and how he transitioned into real estate after getting fired from his corporate job. Tom explains the process of acquiring self-storage facilities and the importance of finding value-add opportunities in growing markets. He also highlights the use of dynamic pricing and the shift towards attracting commercial storage customers. Tom emphasizes the strong demand for self-storage and the stability of the industry, making it an attractive investment option.TakeawaysSelf-storage is a growing industry with increasing demand, making it an attractive investment option.Acquiring value-add self-storage facilities in growing markets can lead to higher returns.Dynamic pricing allows for optimizing revenue by adjusting prices based on supply and demand.The shift towards attracting commercial storage customers provides a more stable revenue stream.Self-storage facilities have a low default rate, making them a safer investment compared to other real estate asset classes.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

SummaryIn this episode, Shawn Terrell, President of United Country Auction Services, discusses the role of auctions in the real estate industry, particularly in the context of farmland and rural land. He explains the history of auctions and their significance in the farming and ranching communities. Shawn also highlights the differences between farmland auctions and residential auctions, emphasizing the strong presence of auctions in the farmland market. He discusses the advantages and disadvantages of auctions compared to traditional brokerage sales, including the potential for better prices and the need for thorough property inspections. Shawn also touches on the shift towards online auctions and the importance of financing in auction transactions. Finally, he shares insights into the future of the real estate industry and the role of United Country in supporting agents and brokers in non-urban America.TakeawaysAuctions have a long history and are deeply rooted in the farming and ranching communities across the United States.Farmland auctions are more prevalent than residential auctions due to the strong tradition of buying and selling agricultural properties through auctions.Auctions offer the potential for better prices, especially for unique properties or those with pent-up demand.Financing in auction transactions is different, as it is often considered a cash sale, but buyers can still obtain financing if needed.The real estate industry is experiencing consolidation and a shift towards technology, but United Country aims to stay relevant in non-urban America by providing comprehensive services and support to agents and brokers.Sound Bites"Auctions are not a new technique. They've been around for many, many years.""Farmland is still very, very strong at auction. Rural land, recreational property, ranch property, raising horses or cattle, that kind of property is very prevalent at auction. Residential, not as much, not nearly as much.""There's a lot of misinformation about auctions that every time you have an auction the property has to be sold regardless of the price. Well, that's a specific type of auction that's an absolute auction or an unreserved auction."Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Walter Johnson, Founder & CEO of Sonos Capital, discusses his focus on mobile home parks and the opportunities they present. He explains that mobile home parks offer affordable housing and have a lower default rate compared to other commercial properties. Johnson emphasizes the importance of cash flow and the value of income-producing properties. He also discusses the challenges of expanding mobile home parks and the stigma associated with them. Johnson shares his plans for a reality show that showcases the transformation of mobile home parks and his upcoming book titled 'Don't Retire,' which encourages people to stay active and engaged in their work.TakeawaysMobile home parks offer affordable housing and have a lower default rate compared to other commercial properties.Cash flow is a key consideration when investing in mobile home parks.Expanding mobile home parks can be challenging due to zoning and regulatory restrictions.There is a stigma associated with mobile home parks, but they provide valuable housing options.Walter Johnson is planning a reality show that showcases the transformation of mobile home parks.His upcoming book, 'Don't Retire,' encourages people to stay active and engaged in their work.Chapters00:00 Introduction and Background02:57 Focus on Mobile Home Parks06:20 Opportunities in Mobile Home Parks08:46 Ownership and Rent Structure in Mobile Home Parks11:11 Pride in Ownership and Value Creation14:05 Lending and Financing in Mobile Home Parks21:14 Upcoming Book: 'Don't Retire'23:37 Reality Show: Transforming Mobile Home Parks25:32 The Future of Mobile Home ParksSocial Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Victoria Maidhof, owner and CEO of Victory Properties and Asset Management, shares her background in real estate and property management. She discusses the different approaches to property management and the importance of finding a middle ground between being strict and empathetic. Victoria provides tips for hiring a property management company and highlights the services offered by Victory Properties. She also discusses the timeframe for assessing and implementing property improvements and emphasizes the importance of consistency in property management. Victoria encourages landlords to communicate with their tenants and address issues promptly. She concludes by sharing her contact information for those interested in reaching out to her.TakeawaysFinding a middle ground between strictness and empathy is crucial in property management.When hiring a property management company, it is important to do thorough research and be hands-on in the beginning.Consistency in enforcing lease violations and following fair housing rules is key to successful property management.Encouraging tenants to communicate and addressing their concerns promptly can lead to better tenant retention.Property management requires hands-on involvement and a willingness to address issues proactively.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Welcome to the Retiring Real Estate Investor podcast! In this episode, Brandon interviews Jeff Bemis, a 1031 exchange specialist. Jeff shares insights into the challenges and opportunities within the 1031 exchange space, focusing on innovation and client-centric approaches. The conversation touches on the role of qualified intermediaries (QIs) and highlights Jeff's expertise from another podcast episode at Insight Investment Advisers, discussing the unregulated nature of QIs and the importance of transparency.Jeff addresses potential risks in 1031 exchanges, emphasizing the need for professionally run organizations. Drawing from his experiences in the hedge fund space, he discusses unique investments. Despite diverse ventures, the conversation consistently underscores the attractiveness of the 1031 exchange in real estate for its ability to compound earnings and provide tax advantages.The podcast dispels misconceptions about 1031 exchanges, stressing the significance of planning. Listeners are encouraged to connect with Jeff and the team at 1031specialists.com for assistance. The episode concludes with a discussion on the potential for innovation in the real estate investment space.In summary, these episodes offer valuable insights into real estate transactions, the role of QIs, and the benefits of strategic planning, all presented through Jeff's experiences and expertise in the industry.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

In this episode, Brandon is joined by Fred Moskowitz, an alternative investment expert, to explore the world of note investing—a strategy focused on buying assets for cash flow. They discuss active and passive approaches to note investing, where the former involves hands-on engagement, while the latter allows investors to leverage managed note funds.Fred delves into the secondary market, highlighting the liquidity of notes and the role of personal relationships in accessing this market. The motivations of sellers, such as recapitalization and the need for quick capital, are explored. The episode also delves into risk factors associated with note investing, including borrower profiles and property conditions.The discussion with Fred continues, emphasizing the importance of licensed loan servicing companies in active note investing. Fred sheds light on tax lien sales, addressing variations across states and lenders' strategies to protect their positions. The episode provides comprehensive insights for both novice and experienced investors in the real estate space.Listeners are encouraged to connect with Fred through his website, fredmoskowitz.com, or giftfromfred.com. Fred's book, "The Little Green Book of Note Investing," available on Amazon, offers an overview of note investing from both active and passive perspectives.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

In this episode of the Retiring Real Estate Investor podcast, host Brandon Bruckman and Ian Lang from Locke Funds discuss oil and gas investments, focusing on mineral rights. They explore distinctions between mineral rights and working interests, emphasizing the passive nature of minerals and discussing lease negotiations. The hosts highlight the variability of royalties, state regulations, and the 1031 exchange eligibility of mineral rights.The conversation covers the potential of using a 1031 exchange in oil and gas investments, drawing parallels between mineral rights and real estate. The hosts dispel misconceptions, emphasizing strategic de-risking and consistent returns. They compare return patterns, the dependence on oil and gas prices, and the concept of "mailbox money" to real estate cash flow. The podcast concludes with insights into the potential for appreciation in oil and gas investments, particularly in mineral rights.In a separate segment, Ian Lang discusses risk management, working interests, tax benefits, and the coexistence of traditional and green energy in the oil and gas industry.  Overall, the podcast provides a comprehensive view of oil and gas investments, dispelling myths and offering insights for diversification in investment portfolios.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

The Retiring Real Estate Investor Podcast, hosted by Brandon Bruckman, features Bill Wester from Victory Title in an insightful episode covering various aspects of title services, with a focus on investor-friendly practices. Bill, with almost 29 years of experience, highlights Victory Title's commitment to a client-centric approach and efficient real estate transactions.Key points discussed include the importance of addressing encumbrances in titles for investors dealing with subject-to properties. Victory Title aims for a clean and clear close by resolving issues in advance and ensuring a quick turnaround time for title examinations. The podcast emphasizes factors to consider when choosing a title company, highlighting communication as crucial, along with competitive rates.Bill shares insights into Wisconsin's unique regulations and MLS certification, providing a safer transaction environment, especially for out-of-state lenders. The episode touches on challenges with automated communication from lenders and concludes with captivating stories, including an ancient tale from a northern Wisconsin transaction.The overarching theme emphasizes the pivotal role of title companies in overcoming real estate challenges, offering valuable insights for retiring real estate investors, and showcasing Victory Title's expertise, adaptability, and dedication to client satisfaction.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Welcome to the Retiring and Real Estate Investor podcast with your hosts Brandon Bruckman and Josh Wright! In this episode, they discuss the complexities of the 1031 exchange process and the importance of a holistic financial planning approach for real estate investors.The hosts highlight the need for clients to consider their goals, such as retirement, income, or appreciation, when navigating the 1031 exchange landscape. They emphasize the significance of consulting with a CPA to understand potential tax implications and delve into the qualitative aspects of decision-making, such as the client's desired level of involvement in property management.The conversation also touches on the Delaware Statutory Trust (DST) as a passive investment option, and the hosts stress the importance of clients understanding the mechanics of the 1031 exchange process, including finding a qualified intermediary.Throughout the episode, Brandon and Josh share insights, anecdotes, and advice, emphasizing the role of financial planning in guiding clients through the complexities of real estate investments. Whether you're a seasoned investor or new to the game, this podcast provides valuable perspectives on navigating the intricate world of retiring as a real estate investor.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Brandon Bruckman welcomes Bernard Reisz, Chief Education Officer at ReSure, highlighting his unique approach to real estate, tax, and financial education.Tax Strategies:The conversation covers key tax strategies, including 1031 exchanges, cost segregation, and real estate retirement accounts. Bernard emphasizes transparency and due diligence.Risk Considerations:They discuss the long-term impact of tax decisions, introducing the concept of the "turkey problem" to illustrate the deceptive nature of perceived risk.Audit Risks and Compliance:Complexities of audit risks are touched upon, emphasizing adherence to the tax code. The conversation stresses the importance of a competent CPA in decision-making.Bernard's Background:Bernard shares his unconventional path into real estate through captive insurance, highlighting his role as a tax and financial education expert.Practical Application:The episode explores practical applications of self-directed retirement accounts for real estate investors, focusing on due diligence and asset location.Tax Planning and DSTs:Bernard Reisz discusses tax planning, cost segregation, and DSTs, emphasizing insights into cost segregation and due diligence for DST investments.Syndication Transparency:Concerns about transparency in real estate syndication prompt a call for self-regulation and industry oversight.Conclusion:The conversation concludes with emphasizing the value of tax education, transparency, and strategic planning for real estate investors. Connect with Bernard Reisz at reshorefinancial.com.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

In this podcast episode of the Retiring and Real Estate Investor, Brandon interviews John Burley, a seasoned real estate professional with experience dating back to 1979. Burley critiques outdated real estate education methods and underscores the need for practical knowledge. He shares his unique long-term investment approach, emphasizing safety, security, and cash flow over short-term strategies like flipping.Burley introduces his private equity company, Insight Investment Advisers, specializing in single-family home investments and boasting a profit-sharing model. The discussion delves into challenges with traditional Wall Street-based models and Insight's focus on owner financing, providing affordable housing and opportunities for generational wealth.The conversation covers topics such as market integrity, risk mitigation, and Insight's screening process, avoiding Class C neighborhoods. Burley addresses the difficulties larger pools of money face when entering the single-family home space and criticizes flawed Wall Street models.The episode also explores the challenges of short-term transactions, the benefits of long-term investments, and insights into managing risk and maximizing income streams. Burley shares thoughts on interest rates, debt-to-income ratios, and adapting to social-political risks.Listeners gain insights into Burley's company approach, emphasizing cash flow, avoiding short-term deals, and navigating risks. The episode concludes with discussions on financial freedom, the psychology of investing, and the importance of building a real business in real estate.Throughout, John Burley offers practical, results-driven insights into the intricacies of real estate investing, encouraging a focus on long-term strategies, market knowledge, and client relationships.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

On this episode of The Retiring Real Estate Investor podcast, we interview Sarah Miskelly, the founder and creator of HYLEE Capital. HYLEE Capital is a platform focused on empowering women to close the wealth gap and become more invested in real estate. Sarah discussed her background, growing up in a real estate environment with her father being a real estate investor, and how she took on managing his portfolio at a young age.After a successful career in real estate sales and building her own portfolio through private lending and syndications, Sarah decided to create HYLEE Capital to educate and support women in real estate investing. The podcast delves into the challenges women face in the male-dominated investment industry and the importance of changing the narrative and approach to appeal to women investors. Sarah emphasizes simplifying investment information, making it more relatable, and fostering a relationship-focused approach.The conversation touches on the Passive Real Estate Wealth Summit. The summit aims to provide female founders with insights into diversifying into real estate investing, creating passive income, and building wealth. Sarah highlights the need for more representation of women in alternative investing spaces and the importance of empowering women to take control of their finances.The podcast concludes with a discussion on Sarah's personal move from Toronto to Costa Rica. The decision, driven by a desire for a change in lifestyle, nature, and a Spanish-language education for her children, reflects the flexibility that real estate investing offers. The move also aligns with the family's pursuit of a healthier and more fulfilling life in a warmer climate.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Welcome to the Retiring Real Estate Investor Podcast, in this episode Brandon sits down with Flint Jamison, founder of Vestas Capital, to explore the dynamic world of real estate investment.Flint provides valuable insights into Vestas Capital's collaborative approach, emphasizing partnerships with experienced operators to create a diverse and successful investment portfolio. The discussion delves into Flint's personal journey in real estate, emphasizing the importance of mindset and consistent value delivery.The episode navigates the current real estate landscape, tackling topics such as market conditions, interest rates, and the increased competition in the industry. Flint underscores the significance of character and references in choosing reliable partners for successful ventures.Flint and Brandon delve into the intricacies of real estate investment, focusing on communication patterns among sponsors and the critical role of team size. Flint shares valuable insights into the storage sector, highlighting its recession-resistant nature and the unique dynamics observed during the COVID-19 pandemic.The discussion extends to the built-to-rent (BTR) trend, where Flint emphasizes its potential as a solution to the shortage of starter homes. The conversation also explores the economic implications of a potential shift towards a renter nation, offering valuable advice for aspiring real estate investors.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Welcome to another episode of the Retire and Real Estate Investor Podcast. We have a special guest joining us. Dr. Sanjay Sharma, the president at Exponential Capital Investments, shares his remarkable journey from being a physician to becoming a multifamily real estate syndicator. Dr. Sharma specializes in helping investors, including fellow physicians.In our conversation, Dr. Sharma sheds light on the unique challenges physicians face in real estate investing, discussing the importance of analytical thinking and the need for trust in the investment process. He passionately emphasizes the role of financial freedom for physicians and how real estate serves as a powerful tool in attaining that freedom.Diving into Dr. Sharma's investment strategies across different markets, including Los Angeles, Atlanta, and Indiana, we explore his varied approaches to value-add opportunities. From heavyweight projects in LA to less intensive endeavors in Atlanta and Indiana, Dr. Sharma provides valuable insights into market dynamics. He dispels misconceptions about property taxes in Los Angeles and shares considerations for investing in the outskirts of Atlanta.Our discussion extends to the concept of core-plus investing and the varying risk levels associated with different strategies, ranging from value-add to speculative deals. Dr. Sharma underscores the paramount importance of safety in investment plans and the significance of building trust with investors.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

The Retiring Real Estate Investor podcast features Tim Little, founder of Zana Investments, discussing his real estate journey from the military to managing multifamily properties. Tim dispels myths about passive investing, emphasizing active management, strategic decision-making, and adapting to market changes. The conversation explores Zana Investments' focus on B and C class properties in the Southeast, tackling challenges in today's multifamily market.Tim highlights the impact of property management on real estate deals and the considerations for vertically integrating this aspect. He shares plans for the future, including exploring different asset classes. The discussion emphasizes the importance of not being an "asset class zealot" and addresses challenges faced by "accidental real estate investors." Tim offers valuable insights and a free passive investor cheat sheet.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

In this episode hosts Brandon Bruckman and Josh Wright, discuss the dynamics of Delaware Statutory Trusts (DST) investments. They address common questions about what happens once you invest in a DST and the potential outcomes. Here's a summary of the key points: Investment Process: Once you've invested in a DST and the transaction is closed, you'll receive a final closing statement, and your funds are officially in the deal. You start receiving income from the DST the following month, usually via a direct deposit to your bank account.Passive Investment: As a DST investor, you become a passive investor in the real estate deal, and you have no ongoing responsibilities. Your primary role is to receive cash flow and income.Regular Income: You'll receive quarterly reports from the DST sponsor, along with tax documentation for your annual tax reporting. This documentation simplifies tax-related tasks for your CPA.DST Sale Notice: If the DST sponsor decides to sell the property, you will receive a notice with an estimated closing date and a closing statement. Decision Making: At this point, you'll need to make a decision about how you want to proceed with your funds. Your choice could involve another 1031 exchange or receiving cash, depending on your financial goals and needs.Market Conditions and Profit: The decision to sell a DST property is typically driven by market conditions and profitability. DST sponsors aim to maximize returns for investors, and if a good opportunity arises to sell, they may take advantage of it.Timeframe: While the average holding period for DSTs is around eight years, it's essential to plan for a longer timeframe, as deals can vary. Investors should be prepared for various scenarios and outcomes.The hosts also highlight the benefits of DST investments and how trapped equity can be released for reinvestment. They discuss the flexibility and potential returns that DSTs offer, making them an attractive option for passive real estate investors.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Brandon Bruckman and Brent Bowers discuss the early days of Brent's land investing journey, from getting started with tax delinquent lists to making his first deals. Brent shared some key points about his journey, including:Getting Started: Brent initially got interested in land investing after hearing about it on a podcast. He decided to focus on tax delinquent lists to find potential land deals.The First Deal: His first land deal was in Palmer Lake, Colorado, where he purchased a piece of land for $285.Mistakes Made: Brent admitted to making mistakes early in his land investing journey, such as not knowing how to properly value land and not doing adequate due diligence on some deals. He also mentioned instances where he almost made risky decisions but ultimately stuck to his ethical principles.Seller Financing: He highlighted the importance of seller financing in his strategy, allowing him to create cash flow and make deals with limited initial capital.Current Approach: Brent now focuses on buying land in areas where land is in demand. He uses specific offer prices in his land offer letters to target potential sellers. His approach includes assigning contracts, flipping land for profit, or seller financing to maximize returns.Resources: Brent shared resources like his postcard template and land offer letter on his website for those interested in land investing.Overall, Brent's journey in land investing demonstrates the importance of continuous learning and adapting strategies to find success in the real estate market.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

On this epode of The Retiring Real Estate Investor, we welcome Cheri Hipenbecker from Knight Barry Title Group.  We discuss all things 1031 exchange. Brandon and Sherry get into specific numbers and scenarios related to capital gains and depreciation recapture. They calculate the potential capital gains and depreciation recapture tax liabilities, discussing how different tax brackets can impact the final tax amount. They emphasize the importance of consulting with a CPA or tax advisor for a comprehensive understanding of the tax implications.Furthermore, they touch upon the significance of reinvesting the sale proceeds and the benefits of a 1031 exchange. They mention that the 1031 exchange allows investors to defer taxes and reinvest in real property within the United States, which contributes to the growth of the economy.The conversation also briefly explores the idea of leveraging debt in the replacement property and how it can be a strategic move to maximize the benefits of a 1031 exchange.Overall, this segment provides listeners with a practical understanding of the financial aspects of 1031 exchanges and highlights the importance of careful planning and consultation with professionals in the field.(Note: This summary captures the key points of this podcast segment, and the full discussion contains additional details and nuances.)Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

In this episode of The Retiring Real Estate Investor podcast, hosts Brandon Bruckman and Joshua Wright discuss the crucial role of DST (Delaware Statutory Trust) sponsors in real estate investments. They clarify the misconception that they, as advisers, are directly involved in real estate deals. Instead, sponsors are the organizations responsible for organizing and structuring DSTs, acquiring properties, and offering investment opportunities to clients. The hosts emphasize the importance of assessing a sponsor's track record, experience, and how they handle deals, as these factors play a vital role in ensuring the success of real estate investments. They also touch on the significance of sponsor structure and funding, particularly in challenging market conditions. Overall, the episode highlights the critical role that sponsors play in the world of real estate investments and provides valuable insights for prospective investors.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

In this podcast episode, Brandon and Joshua discuss Joshua's journey from college to becoming a financial advisor, and eventually, starting Insight. Joshua shares how he transitioned from a traditional portfolio management approach to a more risk-focused strategy, inspired by trend-following techniques he discovered in books like Michael Covel's.Joshua's curiosity and questioning of conventional wisdom led him to explore alternative strategies that prioritize risk management. This approach proved invaluable during the financial crisis of 2008, as their firm's strategy helped clients avoid significant losses.The conversation also touches on how their inquisitive mindset extends to their real estate investments, where they diligently evaluate risk factors and apply a rules-based approach to decision-making.Overall, this podcast episode provides insights into Joshua Wright's journey and the investment philosophy that guides their firm's strategies.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Hello and welcome to another episode of the Retiring and Real Estate Investor podcast. In this episode, Dan Lewkowicz from Encore Investment Services discusses the current state of the real estate market with host Brandon Bruckman. They delve into various aspects of the market, including cap rates, seller strategies, buyer opportunities, and the impact of changing interest rates.Dan Lewkowicz highlights the importance of pricing properties in line with market trends, emphasizing the benefits of pricing ahead of the market. He also addresses the doom-and-gloom sentiments in some market discussions, asserting that the real estate market remains strong, despite changes in transactional volume and lending environments.The conversation touches on the triple net lease sector, where Dan specializes, and the stability and desirability of such assets. They explore the potential for repurposing properties with short-term leases or vacancies, showcasing the value of the underlying real estate.The discussion extends to the challenges faced by businesses, such as labor shortages and rising food costs, and how these factors can affect property owners. They also touch on the impending wave of debt coming due in various real estate sectors, leading to potential opportunities for investors.Brandon and Dan emphasize the importance of experience and capital for buyers in the current market. They discuss how buyers with a strategic plan and the ability to execute it can find opportunities, especially in repurposing properties or investing in distressed assets.Throughout the podcast, Dan and Brandon stress the significance of focusing on fundamentals, even amidst market noise and uncertainty. They encourage investors to stay informed but maintain a strong commitment to their core investment principles.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Welcome to another episode of The Retiring Real Estate Investor. Today, we're joined by Nick Keys from Dickman Company, an industrial real estate broker with a decade of experience. This episode provides a deep dive into industrial real estate and retirement planning.Nick's journey started with knocking on doors and cold calls, a testament to his determination. Nick's passion for industrial real estate shines as he recounts his love for the field during his early days.  He specializes in aiding business owners transition into retirement, helping manufacturers find space to expand.  Nick's consultative approach involves understanding clients' needs. He offers options like sale-leasebacks, stressing real estate isn't always passive.  His role transcends real estate, extending to understanding clients' personal and financial needs, making him part broker, part therapist.Listeners gain insights into generational business transitions, complex partnerships, and defining a successful transition.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Brandon and Josh return again for the second episode of the DST MegaCast Series. In this podcast episode, Brandon and Josh discuss the advantages of Delaware Statutory Trusts (DSTs).They kickstarted the episode by discussing the eligibility of DSTs for 1031 exchanges. Josh highlights the diversification aspect of DSTs and their ability to accommodate small minimum investments. Brandon introduces the concept of non-recourse debt. They also discuss the significance of solid sponsor relationships and how to utilize an experienced sponsor. They focus on the ongoing tax benefits of DSTs, including continuity of tax treatment similar to owning real estate outright.DSTs combined with 1031 exchanges offer a powerful approach to real estate investing. By utilizing DSTs, investors can simplify their investment strategy and gain access to institutional-grade properties without the hassle of active management. With DSTs, you can diversify your portfolio across different properties and locations, benefiting from professional asset management. This approach allows for streamlined investing, fractional ownership, and the deferral of tax liabilities. In our next episode, we will cover disadvantages and limitations of DSTs. Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Welcome to the first episode of an eight part series where we dive into the world of Delaware statutory trusts (DSTs). Brandon Bruckman and Joshua Wright are your hosts, ready to unravel the complexities and advantages of this investment option.As they begin their discussion, they clarify that the DST is not a REIT (Real Estate Investment Trust). Unlike a REIT, a DST allows investors to own physical real estate, making it eligible for 1031 exchange transactions. They emphasize the importance of understanding the distinction between the two.The hosts break down the definition of a DST, highlighting its two-tier structure. The real estate sponsor handles property acquisition, management, and financing, while investors contribute capital and enjoy a passive role. They simplify the concept, explaining that a DST is essentially a syndicated structure focused on real estate.They also touch on the history of DSTs, which emerged as a result of the 2004 revenue bulletin that recognized them as viable entities for 1031 exchanges. Prior to DSTs, tenant-in-common (TIC) structures were prevalent but came with complications. TIC agreements required unanimous consensus, which often posed challenges when making decisions. Furthermore, TICs carried the risk of recourse debt and complicated closing procedures.In conclusion, Brandon and Joshua highlight the benefits of DSTs, including their suitability for 1031 exchanges and the direct ownership of real estate. They stress the importance of understanding the structure and purpose of DSTs and aim to simplify the concept throughout the podcast series.Join them in future episodes as they explore the various aspects of DSTs, including advantages, disadvantages, underwriting, sponsors, and more. It's an informative and engaging journey into the world of retiring real estate investors.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

For this episode we sat down with Prince Eboka. Prince is the owner and founder of Pillar Housing. Pillar Housing acquires different types of real estate and leases it out to a variety of non-profit organizations, like assisted living facilities and veteran housing . Prince gives us the rundown on what inspired him to start Pillar Housing. He discusses being the “black sheep” in a family that expected him to be a lawyer, doctor, or engineer. This led to his father disowning him for two years. Even so he trusted his gut and continued down the path of real estate. Funny enough, his dad actually helped get involved in the non-profit organization sector. He runs us through his daily routine of how he acquires clients and how to weed out those “bad seeds”.From here we discuss the concept of “not in my backyard". We look into how it affects decision making in regards to clientele. Prince takes us through the big question we are always looking at with real estate: how is the supply and demand? He discusses the constant opportunities that real estate provides. But dealing with investors is where it can get tricky.Throughout this episode Prince highlights that the care for your clients is essential. You must want to help. He also highlights the importance of forging your own path in life. Even if this is the road less traveled.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

For this episode we sat down with Ryan Gibson, one of the two founders of the Spartan Investor Group. Spartan Investor Group is a group that specializes in self storage investments. Along with being a founder of the Spartan Investor Group, Ryan is the podcast host of The Passive Income Pilot Podcast.Ryan opened with his start being a pilot and flipping houses. He talks about his life as a landowner, but knew there was something missing. He walks us through his story about transitioning from residential to commercial real estate. Ryan explains how he explored various real estate options before settling on self storage. He dives into the benefits that self storage provides and he helps us answer the question: is self storage the new face of investing?This episode offered insight into self storage. It hits on the unique aspects of the storage industry, which is beneficial for any beginner investor.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.Before joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores.They talk about inflation and where the commercial real estate market is in today’s environment. Dan gives advice to how to be successful in this market.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Brandon was named 40 under 40 by CPA Practice Advisor in 2018. Brandon leverages his personal real estate investing and his Big 4 Accounting experience to offer unique insights to his clients.In this episode, we talk to Brandon Hall who has grown his business from answering tax questions while studying for the CPA exam to having a team of 40 in the US and 24 overseas, serving 700 real estate investor clients. He shares valuable advice on tax planning, compliance, preparation, and accounting services for real estate investors. We discuss the benefits and potential pitfalls of 1031 exchanges, how to use passive income and loss to reduce taxes and increase income, and the importance of tracking suspended passive loss carry forward using Form 8582. Brandon also explains the implications for real estate investors moving from active to passive investing and offers insights into why CPAs may not be proactive and how clients can encourage them to be more proactive. We explore emerging technologies like robotic process automation (RPA) and the tax benefits of investing in short-term rentals. So, whether you're a seasoned real estate investor or just starting, this episode is packed with helpful tax advice and insights that you won't want to miss!Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Jeffrey Donis is a managing partner of Donis Investment Group LLC, a real estate investment company. Their focus is primarily on 100+ unit apartment complexes.  Donis Investment Group LLC looks for multifamily real estate with a strategy focused on acquiring, owning, and operating apartments, and providing clients with the opportunity to invest in real estate through syndication at a reduced risk, that would otherwise be unobtainable. In this podcast episode, Jeffrey Donis shared his journey from wholesaling single-family homes to purchasing over a thousand multi-family apartment units. He emphasizes the importance of utilizing free time to pursue passions and learning outside of traditional schooling, and having mentors and an experienced team. He discussed market trends in multi-family housing, including changes in investment approach and deal flow. He sees opportunities in the marketplace to take advantage of properties with low equity and hopes to invest in them.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

George has been a real estate investor for over a decade. His holdings include multifamily real estate. He is a managing member of Walnut Grove Homes, LLC, a residential construction company based in Troy, Michigan. As a data scientist, he currently builds statistical models that guide decisions in the financial space and brings the same zest for numbers into the acquisition of multifamily investments.He feels fortunate that he moved a significant portion of his net worth into multifamily assets – he’s not counting on the volatile stock market to fund his retirement. He looks forward to partnering with other investors in multifamily so that they can enjoy the same opportunity.In this podcast, George and Brandon discuss investing in tertiary markets and how to determine which ones are viable investments. They also emphasize the importance of market research and analyzing comparable properties. The podcast also touches on the importance of managing properties effectively and making necessary improvements to attract tenants.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

With 27 years of experience, Shannon Robnett has been a leading real estate developer and syndicator in Boise, Idaho. He specializes in the acquisition of development land, and entitling it. Once ready for construction, his team involves their syndication partners in the actual real estate. As the vision led parent company of our three subsidiaries (My Vertical Equity, Phoenix Commercial Construction, and EMS Property Management) this allows them to streamline the development process, maximizing returns for our investors.In this podcast, we discuss the original value add of development and how to create a viable product in the development space. They cover topics such as supply and demand, population growth, and how to use city websites and comprehensive plans to find industrial areas for development. Shannon shares his experience with asking for help from city officials and how they can be helpful in pointing developers in the right direction. They also delve into the challenges of thinking about cost in the development process. Overall, this podcast provides valuable insights and tips for anyone interested in the development space.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Don has a strong educational background in finance and investing. He graduated Cuma Sum Laude from the University of Nebraska at Omaha. He graduated with quadruple majors in Finance, Banking, Investment Science and Portfolio Management, and Accounting. He studied for both the CFA and CPA exams. He has worked for over 18 years in the financial securities industry. He followed the traditional plan of saving and investing for retirement through traditional retirement accounts and some fun stock investing where he has done relatively well. But knew that he would likely never reach his financial goals that way.Don heard about RV Campgrounds as an investment option. Realizing that he lives within 90 minutes of Yellowstone Park, and many other National Parks within a relatively short drive, he saw that there was a huge opportunity with campgrounds. Soon after he met Adam Lendi and partnered with Happy Camper Capital and is now thrilled to provide great, high-income opportunities to others who seek financial freedom with something fun.This podcast episode features a discussion on the importance of financial education in schools and the lack thereof, as well as an overview of a unique investment strategy involving the purchase of RV resorts, campgrounds, and marinas. Don emphasizes the need for students to be taught about various investment assets, including real estate, and shares his own experience of reaching out to his former professor to advocate for the inclusion of real estate in the school's investment fund.He also talks about his investment company's focus on buying vacation resorts where people can go to relax and enjoy various amenities. The episode provides insights into alternative investment options and the need for financial literacy among students.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.