Joshua Wright
43: Carmine DiFulvio - Security First Exchange

In 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. 

43: Carmine DiFulvio - Security First Exchange
Joshua Wright
7: Mike Hardy - Cyrus Opportunity Zone Fund

Mike Hardy, co-founder of Cyrus Opportunity Zone Fund, shared how he got started in the opportunity zone space. He was the chair of the Financial Advisor Network for AUSA Pacific University and was educating real estate professionals, CPAs, financial advisors, and the mortgage community on various investment strategies. When he realized there was no expert on opportunity zones, he took it upon himself to research and present on it as an investor. After spending three weeks to a month saturating in the tax law, he realized the potential of opportunity zones and decided to start a fund for himself and other investors who struggled to find an ideal exit for a real estate project.

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.

7: Mike Hardy - Cyrus Opportunity Zone Fund

Mike Hardy, co-founder of Cyrus Opportunity Zone Fund, shared how he got started in the opportunity zone space. He was the chair of the Financial Advisor Network for AUSA Pacific University and was educating real estate professionals, CPAs, financial advisors, and the mortgage community on various investment strategies. When he realized there was no expert on opportunity zones, he took it upon himself to research and present on it as an investor. After spending three weeks to a month saturating in the tax law, he realized the potential of opportunity zones and decided to start a fund for himself and other investors who struggled to find an ideal exit for a real estate project.

5: Bhavin Patel - Green Harvest Capital

Bhavin Patel of Green Harvest Capital was born in India and moved to Ohio with his family at the age of 9. He has been involved in real estate since the age of 19 and focusing on multi-family apartment assets. Now, Green Harvest Capital owns and operates a thousand units in the region, and the company is vertically integrated with its own construction management, property management, and private equity real estate firms.

2: Boone Dupree - NewStar Exchange

Boone Dupree from NewStar Exchange joins host Brandon Bruckman to discuss the complexity of being a new sponsor in our market, what that looks like, and what NewStars niche is.

Single-family subdivisions are designed and titled to be for lease from the beginning. Knowing their demographic will be 30 by 2026 means they have a clear goal and path to follow. 

1: Ted Greene - Spartan Investment Group

Ted Greene from Spartan Investment Group joins us to discuss self-storage.

Multifamily investing gets all the headlines, but self-storage is one of the only asset classes to appreciate in value during the 08/09 financial crisis.

In this episode, host Brandon Bruckman and guest Ted Greene discuss Ted's background, Spartan’s experience, illiquidity, real-estate investments, and building wealth.