Tax Law Changes You Need to Know with Damion Lupo

Tax Law Changes with Damion Lupo

On January 1st, something incredible happened that you really need to know about. For the first time in 13 years, there’s been a major overhaul in the retirement tax code. With this new change, multifamily investors now have the ability to make an investment in 2020 that can relieve them of their taxable burden from 2019. Up to $57,000! Want to learn more? Tune in to the video!

How Should I Allocate My Net Worth as a Passive Investor?

How Should I Allocate My Net Worth as a Passive Investor?

“Diversification” is a hot term in the investment world today, and for good reason. Passive investors have multiple options when it comes to where they can place their money. So, what’s the magic cocktail? What percentage of your net worth should be allocated to investing in multifamily syndications versus the stock market, or any other type of vehicle?

How to Project Your Passive Investment Income

How to Project Your Passive Investment Income

You might be asking – is it really possible for a passive investor in multifamily real estate to become financially free? The short answer is YES, but the amount of time and money it takes to live off the investment is different for every investor.

What Can Go WRONG in a Multifamily Deal?

What Can Go WRONG in a Multifamily Deal?

It wouldn’t be 100% truthful for us to say that every multifamily deal that we do works out. Or, that every single investor makes the exact amount of money that we hoped they would make. It’s just not true.

How to Avoid UBIT Taxes Inside an IRA

UBIT Taxes Inside an IRA

The benefit of higher annual returns drives a lot of people to repurpose their IRAs for multifamily real estate investment. But there’s a catch. The UBIT, or Unrelated Business Income Tax, means you could be taxed inside your IRA. It’s a real doozy!

How to Invest Using Retirement Funds

How to Invest Using Retirement Funds

Is it possible to use a retirement account to invest in a real estate syndication? The short answer is yes. But what qualifies? Today, we’ll answer that question and take a look at the pros and cons of this strategy.

MB 194: How to Crush It in 2020: 6 Steps to Setting Goals You WILL Achieve

MB 194: How to Crush It in 2020: 6 Steps to Setting Goals You WILL Achieve

It’s that time of year again. Time to set goals for the year ahead and start working toward your dream of financial freedom with multifamily investing. Today, I’m sharing my top 6 tips for setting goals you CAN and WILL achieve, explaining how to avoid overwhelm, stay on track and absolutely crush it in 2020!