The Retiring Real Estate Investor

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...

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 th...

Brandon Bruckman welcomes Bernard Reisz, Chief Education Officer at ReSure, highlighting his unique approach to real estate, tax, and financial education. Tax Strategies: The conversation covers key tax strategies, including 1031 exchanges, cost segregation, and real estate retirement accounts. Bernard emphasizes transparency and due diligence. Risk Considerations: They discuss the long-term impac...

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 Burley critiques outdated real estate education methods and underscores the need for practical knowledge.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

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...

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 d...

Welcome 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. In our conversation, Dr. Sharma sheds light...

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...

In this episode hosts Brandon Bruckman and Josh Wright, discuss the dynamics of Delaware Statutory Trusts (DST) investments. They address common questions about what happens once you invest in a DST and the potential outcomes.  Here's a summary of the key points:   Investment Process : Once you've invested in a DST and the transaction is closed, you'll receive a final closing statem...

Brandon Bruckman and Brent Bowers discuss the early days of Brent's land investing journey, from getting started with tax delinquent lists to making his first deals. Brent shared some key points about his journey, including: Getting Started: Brent initially got interested in land investing after hearing about it on a podcast. He decided to focus on tax delinquent lists to find potential land...

On this epode of The Retiring Real Estate Investor, we welcome Cheri Hipenbecker from Knight Barry Title Group.   We discuss all things 1031 exchange.  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...

In this episode of The Retiring Real Estate Investor podcast, hosts Brandon Bruckman and Joshua Wright discuss the crucial role of DST (Delaware Statutory Trust) sponsors in real estate investments.  They clarify the misconception that they, as advisers, are directly involved in real estate deals. Instead, sponsors are the organizations responsible for organizing and structuring DSTs, acquiring pr...

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 o...

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 hi...

Welcome to another episode of The Retiring Real Estate Investor. Today, we're joined by Nick Keys from Dickman Company, an industrial real estate broker with a decade of experience. This episode provides a deep dive into industrial real estate and retirement planning. Nick's journey started with knocking on doors and cold calls, a testament to his determination. Nick's passion for i...

Brandon and Josh return again for the second episode of the DST MegaCast Series. In this podcast episode, Brandon and Josh discuss the advantages of Delaware Statutory Trusts (DSTs). They kickstarted the episode by discussing the eligibility of DSTs for 1031 exchanges. Josh highlights the diversification aspect of DSTs and their ability to accommodate small minimum investments. Brandon introduces...

Welcome to the first episode of an eight part series where we dive into the world of Delaware statutory trusts (DSTs). Brandon Bruckman and Joshua Wright are your hosts, ready to unravel the complexities and advantages of this investment option. As they begin their discussion, they clarify that the DST is not a REIT (Real Estate Investment Trust). Unlike a REIT, a DST allows investors to own physi...

For this episode we sat down with Prince Eboka. Prince is the owner and founder of Pillar Housing. Pillar Housing acquires different types of real estate and leases it out to a variety of non-profit organizations, like assisted living facilities and veteran housing . Prince gives us the rundown on what inspired him to start Pillar Housing. He discusses being the “black sheep” in a family that expe...

For this episode we sat down with Ryan Gibson, one of the two founders of the Spartan Investor Group. Spartan Investor Group is a group that specializes in self storage investments. Along with being a founder of the Spartan Investor Group, Ryan is the podcast host of The Passive Income Pilot Podcast. Ryan opened with his start being a pilot and flipping houses. He talks about his life as a landown...

Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential pr...

Brandon was named 40 under 40 by CPA Practice Advisor in 2018. Brandon leverages his personal real estate investing and his Big 4 Accounting experience to offer unique insights to his clients. In this episode, we talk to Brandon Hall who has grown his business from answering tax questions while studying for the CPA exam to having a team of 40 in the US and 24 overseas, serving 700 real estate inve...

Jeffrey Donis is a managing partner of Donis Investment Group LLC, a real estate investment company. Their focus is primarily on 100+ unit apartment complexes.  Donis Investment Group LLC looks for multifamily real estate with a strategy focused on acquiring, owning, and operating apartments, and providing clients with the opportunity to invest in real estate through syndication at a reduced risk,...

George has been a real estate investor for over a decade. His holdings include multifamily real estate. He is a managing member of Walnut Grove Homes, LLC, a residential construction company based in Troy, Michigan. As a data scientist, he currently builds statistical models that guide decisions in the financial space and brings the same zest for numbers into the acquisition of multifamily investm...

With 27 years of experience, Shannon Robnett has been a leading real estate developer and syndicator in Boise, Idaho. He specializes in the acquisition of development land, and entitling it. Once ready for construction, his team involves their syndication partners in the actual real estate. As the vision led parent company of our three subsidiaries (My Vertical Equity, Phoenix Commercial Construct...

Don has a strong educational background in finance and investing. He graduated Cuma Sum Laude from the University of Nebraska at Omaha. He graduated with quadruple majors in Finance, Banking, Investment Science and Portfolio Management, and Accounting. He studied for both the CFA and CPA exams. He has worked for over 18 years in the financial securities industry. He followed the traditional plan o...