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27: Flint Jamison - Vestas Capital

27: Flint Jamison - Vestas Capital

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.

26: Sanjay Sharma MD - Exponential Capital Investments

26: Sanjay Sharma MD - Exponential Capital Investments

Welcome, everyone, 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.

25: Tim Little - Zana Investments

25: Tim Little - Zana Investments

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.

22: Cheri Hipenbecker - Knight Barry Title Group

22: Cheri Hipenbecker - Knight Barry Title Group

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.

20: Origin Stories - Joshua Wright

20: Origin Stories - Joshua Wright

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.

19: Round 2! Dan Lewkowicz of Encore Real Estate Investment Services

19: Round 2! Dan Lewkowicz of Encore Real Estate Investment Services

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.

12: Brandon Hall - Hall CPA

Brandon Hall, a CPA named 40 under 40 by CPA Practice Advisor, shares valuable tax advice for real estate investors in this podcast. He discusses topics such as 1031 exchanges, passive income and loss, the importance of tracking suspended passive loss carry forward, implications of moving from active to passive investing, and ways to encourage CPAs to be more proactive.

11: Jeffrey Donis - Donis Investment Group

Jeffrey Donis of Donis Investment Group shared his journey from wholesaling single-family homes to purchasing over a thousand multi-family apartment units in this podcast episode. He stresses the importance of utilizing free time to pursue passions, having mentors, and an experienced team. Jeffrey also talked about market trends in multi-family housing and sees opportunities in the marketplace to take advantage of properties with low equity.

8: Don Spafford - Happy Camper Capital

Don partnered with Happy Camper Capital and is now thrilled to provide great, high-income opportunities to others who seek financial freedom with something fun. Don 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.