The Real Estate Vibe!

Join host Vinki Loomba and guest expert Paul Herbes, Senior Business Development Associate at Equity Institutional Services, as they dive into wealth-building with self-directed IRAs and 1031 exchanges. Paul brings a wealth of knowledge on these often underutilized strategies, sharing how they empower investors to make tax-deferred investments, diversify portfolios, and exercise more control over their retirement funds. The conversation covers the advantages, risks, and specific investment types ideal for self-directed IRAs, plus actionable insights on leveraging 1031 exchanges to defer taxes and optimize real estate gains.Key Takeaways:Understanding Self-Directed IRAs: Unlike traditional IRAs, self-directed IRAs provide the flexibility to invest in real estate, private equity, and other alternatives outside the stock market. Custodians like Equity Institutional focus on administrative support rather than asset management, enabling a broader range of investment options.Why Big Custodians Don’t Offer These Accounts: Institutions like Fidelity or Schwab generally stick to traditional investment menus because of business model differences and fiduciary requirements. A self-directed IRA allows investors the freedom to explore more diverse, high-growth investments.1031 Exchange Essentials: For real estate investors, a 1031 exchange offers a way to defer capital gains taxes by reinvesting proceeds into similar properties, provided you meet specific IRS requirements. Paul breaks down the “45-day rule” for property identification and the “180-day rule” for closing, both crucial timelines for a successful exchange.Investment Pitfalls and Compliance: Both self-directed IRAs and 1031 exchanges require compliance with strict rules to avoid taxes and penalties. With IRAs, avoid transactions with “disqualified parties,” and with 1031s, ensure properties are truly held as investments rather than for personal use.The Golden Nugget - Estate Planning: Paul emphasizes the tax-saving benefits of 1031 exchanges in estate planning, particularly the stepped-up basis, which can significantly reduce the tax burden for heirs.🔗 Connect with Paul on LinkedIn: https://www.linkedin.com/in/paul-herbes-2ba01172/ 🌟 Subscribe to The Real Estate Vibe Show for more expert insights and leave a 5-star review!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this exciting episode of The Real Estate Vibe Show, host Vinki Loomba sits down with seasoned fund manager Andy McMullen, a leader in the real estate investment field with over $750 million in transactions under his belt. Together, they dive deep into the emerging trend of "horizontal multifamily" or "built-to-rent" (BTR) communities, a unique investment strategy that blends single-family rental benefits with the community aspects of multifamily complexes.Episode Highlights:Introduction to Built-to-Rent (BTR): Andy explains BTR communities—single-family homes or townhomes built specifically for rent rather than sale. BTR offers the feel of a suburban home combined with multifamily convenience, making it a growing trend as high mortgage rates push buyers toward renting.Market Shifts & BTR’s Popularity: From affordability and high mortgage rates to evolving lifestyle choices, Andy highlights how shifting market trends and the post-COVID appeal of more spacious, suburban-style rentals have driven the growth of BTR communities.Strategic Location Selection: Andy discusses why Legacy Acquisitions focuses on high-growth markets in the Southeast, where lower land costs, supportive municipalities, and faster build timelines make BTR an attractive option for investors.Development Process & Investor Phases: Andy breaks down the BTR development journey—from acquiring land and securing entitlements to horizontal and vertical construction phases. Each phase offers unique risk and return profiles for investors, giving them flexibility based on their investment goals.Future of Built-to-Rent & Real Estate Investment: With a shift toward sustainability, modular construction, and smart home technology, Andy predicts continued growth and innovation in the BTR space, with institutional capital increasingly attracted to its scalable potential and long-term viability.🔗 Connect with Andy on LinkedIn: https://www.linkedin.com/in/andymcmullen/ 🌟 Subscribe to The Real Estate Vibe Show for more expert insights and leave a 5-star review!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this powerful episode of The Real Estate Vibe Show, host Vinki Loomba is joined by Isabelle Guarino, COO of the Residential Assisted Living Academy and a top leader in senior housing. Isabelle shares her personal journey of turning a family crisis into a purpose-driven business that not only creates sustainable wealth but also addresses the urgent need for quality senior care. They dive deep into the incredible opportunities in the RAL industry, which allows investors to do good while achieving financial freedom.Key Takeaways:Personal Story Inspires Business: Isabelle began her RAL journey after her grandmother needed assisted care, prompting her family to invest in senior housing. This personal experience opened the door to discovering the profitable and purpose-driven world of RAL.The Growing Demand for Senior Housing: With the "Silver Tsunami" approaching, the need for senior care homes is escalating rapidly. Investors can capitalize on this shortage by creating high-quality, intimate care environments for seniors, while earning substantial returns.Profit with Purpose: Residential Assisted Living aligns financial goals with social impact by creating environments where seniors receive personalized care. The business model not only benefits residents but also provides rewarding jobs for caregivers and peace of mind for families.Addressing Common Misconceptions: Many are deterred by liability concerns or the emotional toll of working in senior care. Isabelle shares how proper planning, training, and systems can mitigate these challenges while allowing you to make a lasting difference.Long-term Wealth and Legacy: Isabelle emphasizes how just 1-3 RAL homes can generate enough cash flow to support financial freedom. Her own journey includes holding properties long-term and helping others achieve the same through training and mentorship.🔗 Connect with Ellie on LinkedIn: Isabelle Guarino🌟 Subscribe to The Real Estate Vibe Show for more expert insights and leave a 5-star review!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this episode of The Real Estate Vibe Show, host Vinki Loomba chats with Ellie Perlman, the founder of Blue Lake Capital. Ellie, a real estate powerhouse with over a decade of experience in law, property management, and multifamily assets, shares her expertise on what makes multifamily investments successful. Having managed over 3,900 units and facilitated $1 billion in transaction volume, Ellie provides valuable insights into key factors that can determine the success or failure of multifamily deals.Key Takeaways:Multifamily Investment Success: Ellie delves into the five key factors that can make or break a multifamily investment, including rent growth, exit cap rates, and the importance of strong property management teams.Rent Growth Realities: Ellie emphasizes how even small fluctuations in rent growth percentages can significantly impact investment returns.Understanding Exit Cap Rates: Investors must be cautious with cap rate assumptions, as a small change can greatly influence the outcome of a deal.Importance of Strong Teams: A capable property management team can either enhance or diminish the success of an asset.Debt Strategies: Ellie explains the risks and benefits of using different types of debt, including fixed-rate and bridge loans, and the importance of having a solid plan if things don't go as expected.🔗 Connect with Ellie on LinkedIn: Ellie Perlman🌟 Subscribe to The Real Estate Vibe Show for more expert insights and leave a 5-star review!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this episode of The Real Estate Vibe Show, host Vinki Loomba talks with Shauna Wekherlien, also known as "The Tax Goddess." Shauna, a top tax strategist and founder of Tax Goddess Business Services, shares valuable tax-saving strategies tailored for real estate investors. With over 20 years of experience and $1 billion saved for clients, she covers essential tactics to help investors maximize profits and minimize taxes.Key Takeaways:Real Estate Tax Strategies: Learn how smart tax strategies, from cost segregation to bonus depreciation, can significantly reduce tax liabilities.Maximizing Cost Segregation: Discover how accelerating depreciation through cost segregation can boost early tax savings.1031 Exchanges & Alternatives: Explore 1031 exchanges and other strategies like 721 exchanges and charitable trusts to defer or minimize capital gains taxes.LLC Structuring: Understand the tax advantages of using LLCs for real estate investments and when it’s the right time to set them up.Working with a Tax Strategist: Not all CPAs specialize in real estate. Shauna explains why having the right tax strategist is crucial for long-term wealth growth.🔗 Connect with Shauna on LinkedIn: Tax Goddess🌟 Subscribe to The Real Estate Vibe Show for more expert insights and leave a 5-star review!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this episode of The Real Estate Vibe Show, host Vinki Loomba interviews Annie Dickerson, co-founder of Good Egg Investments and a seasoned real estate investing expert with nearly 20 years of experience. Annie shares her inspiring journey from being a teacher to becoming a successful syndicator, raising over $1.4 billion in real estate investments. Through their conversation, Annie provides valuable insights into building a successful real estate portfolio, raising capital, and the importance of due diligence.Key Highlights from the Episode: ✅ From Teaching to Real Estate: Annie shares her transition from being a teacher to discovering real estate investing, starting with house hacking and eventually growing into multifamily investments and syndications. ✅ Capital Raising Success: She opens up about her early struggles with raising capital and how she refined her approach by focusing on educating her investors and simplifying complex real estate concepts. ✅ The Power of Staying in Your Lane: Annie stresses the importance of staying focused on your strengths and avoiding the distractions of shiny new opportunities that don’t align with your expertise. ✅ The Role of Relationships: She emphasizes that real estate is more about people than properties and highlights the significance of maintaining strong, trust-based relationships with partners and investors. ✅ Lessons from Due Diligence: Annie discusses her thorough due diligence process, focusing not only on the financials and property specifics but also on the people involved, ensuring alignment and trust with partners.🔗 Connect with Annie Dickerson on LinkedIn – https://www.linkedin.com/in/anniedickerson/ 🌟 Don’t forget to subscribe to The Real Estate Vibe Show, leave a five-star rating, and share your thoughts in the comments! Stay tuned for more expert insights on real estate investment strategies!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this episode of The Real Estate Vibe Show, host Vinki Loomba interviews Joe Williams, co-founder of Keller Williams Realty and a visionary in the real estate industry. With decades of experience in shaping Keller Williams into the largest privately held real estate franchise globally, Joe shares his wisdom on building resilient businesses, real estate development, and creating long-term value. His journey offers inspiring insights into navigating challenging markets and scaling businesses with a focus on agent empowerment.Key Highlights from the Episode:✅ Vision-Driven Success: Joe emphasizes the importance of a clear vision in building a successful business. He discusses how Keller Williams focused on empowering agents rather than promoting the company itself, which led to massive growth. ✅ Adapting During Downturns: Joe reflects on the challenges faced during economic downturns, particularly the recession of the 1980s, and how strategic thinking and adaptability helped Keller Williams emerge stronger. ✅ Franchising as a Growth Strategy: Joe shares how learning the franchising model allowed Keller Williams to scale exponentially, growing from a small Texas-based company to a global real estate powerhouse. ✅ The Importance of Leadership: Joe stresses the critical role of hiring talented leaders and creating a strong company culture to drive long-term success. ✅ Simplicity in Business: Joe’s golden rule for success is to “keep it simple,” emphasizing that business doesn't need to be overly complicated to be effective.🔗 Connect with Joe Williams on LinkedIn - https://www.linkedin.com/in/joe-williams-7117847/ 🌟 Don’t forget to subscribe to The Real Estate Vibe Show, leave a five-star rating, and share your thoughts in the comments! Stay tuned for more expert insights on real estate investment strategies!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this episode of The Real Estate Vibe Show, host Vinki Loomba interviews Chris Carsley, the Chief Investment Officer and Managing Partner of Kirkland Capital Group. Chris shares his 29 years of expertise in investment management, focusing on portfolio management, risk evaluation, and commercial real estate bridge loans. With his extensive background, Chris offers invaluable insights on how passive investors can protect their capital and make informed investment decisions through due diligence.Key Highlights from the Episode: ✅ Importance of Focused Investment Goals: Chris emphasizes starting the due diligence process by clearly defining what you want in your portfolio. He advises investors to filter out distractions and focus on investments that align with their specific goals. ✅ Four Pillars of Due Diligence: Chris breaks down due diligence into four essential categories—investment, operational, business, and economic. While many investors focus on the investment side, he stresses that most funds fail due to operational shortcomings. ✅ Avoiding Common Pitfalls: Drawing from his experience as a hedge fund trader, Chris discusses the importance of understanding both the investment and operational aspects of a fund. He explains how operational issues, such as poor risk management and lack of procedures, can lead to failure, even when the investment strategy is sound. ✅ Navigating Economic Risks: Chris highlights the importance of being aware of global economic and geopolitical risks, explaining how these external factors can impact investments, even if they are domestic. He also shares strategies for mitigating these risks through thoughtful portfolio allocation. ✅ Educating Yourself as an Investor: A major takeaway from Chris is the importance of self-education and networking in the due diligence process. He advises investors to ask the right questions and to rely on their networks for insights, especially when venturing into unfamiliar investment opportunities.🔗 Connect with Chris Carsley on LinkedIn - https://linkedin.com/in/chriscarsley 🌟 Don’t forget to subscribe to The Real Estate Vibe Show, leave a five-star rating, and share your thoughts in the comments! Stay tuned for more expert discussions on real estate investment strategies!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this episode of "The Real Estate Vibe Show," host Vinki Loomba sits down with Brandon Cobb, fund manager at HBG Capital, to discuss investment strategies in real estate. Brandon, a former medical device sales rep turned real estate expert, shares his journey and insights into navigating the complexities of today's real estate market. He oversees over $22 million annually in first-time homebuyer housing and build-to-rent communities.Key Highlights from the Episode: ✅ Follow the Money Strategy: Brandon explains how investors can track where capital is flowing in real estate markets and why this is a key indicator for identifying profitable opportunities. ✅ Understanding Investor Protections: He dives into six layers of protection every investor should implement to safeguard their capital and avoid losses in volatile markets. ✅ Brandon’s Real Estate Journey: From his transition out of the medical sales world to becoming a successful real estate fund manager, Brandon shares the lessons learned, including losing $40,000 on his first build—and how it shaped his investment philosophy. ✅ Business-Friendly Markets: Brandon highlights key markets like Nashville, Austin, and cities in Florida, emphasizing the importance of business-friendly states in attracting large corporations and driving economic growth. ✅ Multiple Exit Strategies: Learn how structuring investments with multiple exit strategies, such as building homes or developing land, can provide flexibility and reduce risks for investors.🔗 Connect with Brandon Cobb for more insights: https://www.linkedin.com/in/hbgcapital/ 🌟 Support "The Real Estate Vibe Show" by subscribing, leaving a five-star rating, and sharing your thoughts in the comments. Stay tuned for more expert discussions in the real estate industry!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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In this episode of "The Real Estate Vibe Show," host Vinki Loomba sits down with Brian Alfaro, the Director of Investor Relations at Headway Capital, to dive deep into the world of passive investing and uncover the red flags that investors should be aware of. With a rich background in operations, marketing, and brand development, Brian brings years of experience in ensuring that investing partners receive a first-class experience.Key Highlights from the Episode:✅ Active vs. Passive Investing: Brian explains the difference between these two strategies, highlighting how active investors manage the day-to-day operations while passive investors provide capital and earn returns without the hands-on work.✅ Brian’s Real Estate Journey: Brian started as an active investor in residential real estate before shifting to commercial investments. His story showcases how early decisions and risk tolerance shaped his path.✅ Red Flags in Investing: The conversation focuses on how passive investors can spot red flags, such as unqualified sponsors and unrealistic deal projections. Brian emphasizes the importance of researching the sponsor’s track record and business experience.✅ Importance of Location: Location is key in real estate. Brian advises investors to research markets, job growth, and population trends to ensure a strong investment, discussing the differences between primary, secondary, and tertiary markets.✅  Transparency with Fees: Brian provides clarity on common fees in real estate deals, explaining that while fees are necessary, investors should watch out for excessive or hidden costs.✅  Overcoming Analysis Paralysis: For those new to investing, Brian encourages taking action. He stresses that no deal is perfect, but surrounding yourself with experienced people and learning from the process is key to success.🔗 Connect with Brian Alfaro for more insights: LinkedIn - https://www.linkedin.com/in/balfaro89/ 🌟 Support "The Real Estate Vibe Show" by subscribing, leaving a five-star rating, and sharing your thoughts in the comments. Stay tuned for more expert discussions in the real estate industry!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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