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.
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.
In this episode of the Retiring Real Estate Investor podcast, host Brandon Bruckman and Ian Lang from Lock 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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
