Tax Smart Real Estate Investors Podcast

In this episode, we're joined by Tyler Cauble, president of The Cauble Group, to discuss office and retail real estate, the current state of the market, and what Tyler thinks the future holds for these asset classes. Tyler is also the author of "Open For Business: The Insider's Guide to Leasing Commercial Real Estate". Learn more about Tyler and his work: https://www.tylercauble.com/ Join our Face...

In this episode, we're joined by Josh Etington, co-founder of DXE Properties and experienced multifamily syndicator. We will discuss Josh's take on the multifamily value-add investment strategy, the tax strategies he uses, where he believes we are in the current market cycle, and much more. Learn more about Josh and his work: https://www.dxeproperties.com/ Join our Facebook group, the one-stop-sho...

On today's show, we're joined by Frank Gallinelli, author of the bestselling book "What Every Real Estate Investor Needs To Know About Cash Flow and 36 Other Key Financial Measures" and the founder and president of www.realdata.com, a leading real estate investment software firm. Frank also teaches real estate investment analysis at Columbia University. In this episode, we will discuss investment...

Happy Holidays! Today we're joined by Taylor Brugna, a CPA and Advisory Manager here at The Real Estate CPA. Today we will discuss his journey from 50 units to 90+ units, how good accounting records can lead to thousands of dollars of tax savings, and accounting tips for real estate investors including year-end closings and reconciliations. Join our Facebook group, the one-stop-shop for real estat...

Today we're joined by Brian Eastman, principal and Sr. Consultant at Safeguard Advisors. Safeguard Advisors is an innovative provider of Self-Directed retirement plans for individuals and entrepreneurs who want to take control of their own wealth building future. Learn more about Brian and his work: www.ira123.com Join our Facebook group, the one-stop-shop for real estate investors to learn about...

On today's show, The Real Estate CPA CEO Brandon Hall goes solo on this episode to speak about qualified real estate dealers vs. investors. This status can have large tax consequences and it is important to understand the factors that force dealer status qualification. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing t...

Today we're joined by David Dawkins, a client of TRECPA, to discuss his journey from full-time finance manager in the corporate world to a full-time multifamily investor and real estate professional, why he chose multifamily, and his favorite tax strategies. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: ww...

Today we're joined by John W. Hanning, principal at KBKG, a company that specializes in cost segregation. In this episode, we will discuss KBKG's cost segregator software. This allows owners with smaller properties to engage in cost segregation without the issue of price. Learn about John and the Residential Cost Segregator: www.kbkg.com/residential-costsegregator Join our Facebook group, the one-...

Today we are joined by Matt Rappaport, Esq., an attorney who specializes in taxation as it relates to real estate corporations, partnerships, trusts, and estates. In this episode, we will discuss a 1031 exchange strategy called a drop and swap. Learn more about Matt and his work: http://merlawfirm.com/ Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy...

Today we are joined by Mark and Andrew Pierce. Mark is an attorney with over 30 years of experience in tax planning and asset protection. Andrew is a paralegal who works with a firm that doesn't sell LLCs because they are in Wyoming, but is in Wyoming because of the LLCs - more to come on that in the episode! In this episode, we will discuss entity structuring and asset protection for rental prope...

Today we are joined by Aaron Howell, a current client of The Real Estate CPA who made the move from a full-time pharmacist to an active real estate investor and real estate professional. In this episode, we will discuss how Aaron got involved in real estate, when he knew when it was time to go part-time as a pharmacist in order to pursue active real estate investing, his advice for those looking t...

Today we're joined by Senior Vice President and Chief Economist at Fannie Mae, Douglas G. Duncan. Doug is responsible for forecasts for the economy, the housing market, and the mortgage market. Doug also oversees strategic research regarding the potential impact of external factors on the housing industry. Named one of Bloomberg's 50 Most Influential People in Real Estate, Doug is Fannie Mae's sou...

In this episode, Brandon and Thomas are joined by Kevin Caiaccio and Trey Chancellor of Caiaccio Law Firm, who specialize in commercial real estate law. Today they will discuss a variety of legal topics related to real estate syndication including entity structuring, legal issues when acquiring and disposing of properties, tax strategies they see their clients use, and much more. Learn more about...

In this episode, Brandon and Thomas are joined by the nation's leading expert in self-storage Scott Meyers. Today Scott gives an overview of the self-storage industry, the benefits of investing in self-storage for active and passive investors, the various ways to add value to self-storage, where he believes we are in the current market cycle, and much more. Learn more about Scott and his work: htt...

In this episode, Tom and Shaughn will cover all things related to insurance and touch on the importance of selecting the right broker. Learn more about Shaughn and his work: https://epicbrokers.com/ Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors For an initial consu...

Today we are joined by multifamily real estate investor and host of the Old Dawgs REI podcast Bill Manassero to discuss Bill's story and how he got started in multifamily investing, the importance of systematizing your business, emerging markets, and so much more. Find Bill's free report in the show notes: https://www.therealestatecpa.com/podcasts/68.-emerging-markets-and-the-importance-of-systemi...

Today, Brandon and Thomas discuss everything from basic deductions you should be aware of to less-common strategies designed to keep the most income in your pockets as possible come tax season. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors For an initial consultati...

Are you interested in the tax impact of your passive investing? On today's show, Brandon and Thomas will discuss how passive losses are treated for limited partners in real estate syndicates. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors For an initial consultation...

In this episode, we're joined by the multifamily syndicator, entrepreneur, and host of the Commit to Wealth Podcast Juan Vargas. Today we will discuss Juan’s journey from single-family to multifamily investing, why he invests in Texas, multifamily performance metrics, and individual and multifamily tax strategies. Learn more about Juan's work and find the Commit to Wealth podcast: https://thejuanv...

Kathy Fettke is Co-CEO of Real Wealth Network and best selling author of Retire Rich with Rentals. She is an active real estate investor, licensed real estate agent, and former mortgage broker. Today we will discuss the process behind building a portfolio of cash flow properties, where we are in the market cycle, cash flow markets, and more. Learn more about Kathy's work: www.realwealthnetwork.com...

Today we are joined by Dan Handford, co-founder of passiveinvesting.com and founder of the Multifamily Investor Nation. In this episode, we will discuss how Dan’s business background translates to multifamily investing, what it takes to run a business and the current market. Learn more about Dan and his work: www.passiveinvesting.com/ and www.multifamilyinvestornation.com/ Join our Facebook group,...

In this episode, The Real Estate CPA CEO Brandon Hall flies solo to dive into several sections of the recently published Ultimate Guide to Tax Planning for Landlords and Buy and Hold Investors. Find the guide on our website: https://www.therealestatecpa.com/the-ultimate-guide-to-tax-planning-for-landlords-and-buy-hold-real-estate-investors Join our Facebook group, the one-stop-shop for real estate...

In this episode, we’re joined by the host of the Target Market Insights Podcast and co-founder of the Midwest Real Estate Networking Summit, John Casmon. John is also the founder of Casmon Capital Group, where he has helped families invest over $70M into multifamily apartments to create generational wealth. Today we discuss the various aspects of choosing the right investment market, including pic...

Today we are joined by Mark Podolsky, The Land Geek. Mark has been investing in raw land since 2001 and has closed over 5,000 transactions in his business, Frontier Equity Properties. Mark is also author of the book Dirt Rich Learn more about Mark's work: www.thelandgeek.com Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on chan...

In this episode, Brandon and Thomas analyze the different ways wealth can be stored and grown through real estate investing. From truly passive investing, like investing in a syndicate, to more active management, such as flipping, Brandon and Thomas discuss the pros and cons of all strategies from the perspectives of time, money, and tax. Join our Facebook group, the one-stop-shop for real estate...