MB 181: Double Your Money Through Passive Investing in Multifamily – With Jan Larson
What kind of returns can a passive multifamily real estate investor expect? What if you could double your money in just five or six years? And pay little or nothing in the way of taxes? Today, Jan Larson joins me to explain how he generated enough passive income to quit his stressful tech job!
MB 166: Leveraging the Deferred Sales Trust to Defer Capital Gains – With Brett Swarts
The 1031 Exchange is the best-known way to defer capital gains on the sale of a property. But what do you do if several of your LPs want to cash out? Today, Brett Swarts joins me to share an alternative method for deferring taxes on your real estate portfolio, the Deferred Sales Trust.
MB 158: The Danger in Using Your IRA to Invest in Multifamily – With Damion Lupo
Are you using your IRA to invest in a multifamily syndication? Then brace yourself for an unexpected tax bill when the asset sells. Today, Damion Lupo joins me to explain why the QRP is a better vehicle for real estate investors to avoid Unrelated Business Income Tax and regain control of your retirement savings!
MB 155: Apply Real Estate Strategy to Generate Cashflow with Stocks – With Andy Tanner
Multifamily investors tend to look down on paper assets, arguing that the stock market is an ill-advised place to keep your money. But what if it’s not so different after all? Today, Andy Tanner joins me to explain how to apply real estate strategies to stocks and generate additional cashflow!
MB 140: Building ‘Wealth Unbroken’ Through Multifamily Real Estate – With Rebecca Walser
Are you counting on a 401(k) and investments in the stock market to sustain you through retirement? Today, Rebecca Walser joins me to discuss the danger in following the advice of traditional financial planners and share her strategy for building long-term wealth by investing in non-traditional asset classes—including multifamily real estate!
MB 127: How Multifamily Real Estate Investors WIN Under the New Tax Law – With Tom Wheelwright
Real estate was a big winner in the tax reform bill passed in December 2017. So, how exactly do the new laws impact us as passive investors and syndicators? Tom Wheelwright joins me to discuss how multifamily investors can use the available incentives to reduce the amount of money we owe the government!
MB 096: Positioning Yourself as a Multifamily Leader, With or Without a Track Record – with Neal Bawa
Neal Bawa’s 3,600-member multifamily meetup is the largest in the US. But when he started the group, Neal had zero multifamily experience! Listen in to find out how he positioned himself as a leader, why telling the story of a deal is essential in raising money, and why NOW is the right time for multifamily.
MB 071: Why it’s Patriotic to NOT Pay Taxes – With David Zook
Whether you’re a high net worth individual looking to reduce your tab with the IRS or a syndicator looking to raise money, listen in to my conversation with David Zook as we discuss why it’s patriotic to take advantage of available tax breaks, the AHA moment that initiated his transition from passive investor to real estate syndicator, and how he reduced his tax bill from $475K to nearly nada.