32: Bill Wester - Victory Title

32: Bill Wester - Victory Title

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.

31: The Client Perspective - DST Megacast Episode 5

31: The Client Perspective - DST Megacast Episode 5

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.

29: John Burley - SFH Private Equity

29: John Burley - SFH Private Equity

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 Burley critiques outdated real estate education methods and underscores the need for practical knowledge.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.

28: Sarah Miskelly - HYLEE Capital

28: Sarah Miskelly - HYLEE Capital

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.

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.

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.