How to Invest in Commercial Real Estate

Criterion, Braden Cheek, Brian Duck, Joel Thompson

A podcast focused on breaking down commercial real estate for the average investor to understand. read less
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Episodes

From Craigslist Flip to Multi-Million Deals: Arturo's Journey in Real Estate Investing
Yesterday
From Craigslist Flip to Multi-Million Deals: Arturo's Journey in Real Estate Investing
In this episode of "How to Invest in Commercial Real Estate," Arturo Saldivar shares his transformative journey from a $15,000 Craigslist property flip to managing a booming portfolio of multifamily units, revealing his strategies for achieving high returns and his vision for future expansions. Time Stamps: 00:00:00 - Introduction and Recap of Recent Activities 00:01:13 - Highlighting the Nonrefundable Deal on a St. Louis Shopping Center 00:03:33 - Guest Introduction: Arturo Saldivar’s Journey from Flipping Houses to Multifamily Investments 00:06:48 - Arturo’s First Flip: A Detailed Success Story 00:09:01 - Transition to Multifamily: Arturo Discusses His Current Investments and Future Plans 00:13:29 - Financing Challenges and Strategies in Multifamily Investments 00:17:59 - Exploring Real Estate Syndication and Closing Thoughts 00:19:02 - Episode Wrap-Up and Teaser for Next Episode Arturo's Links: https://www.asmultifamily.com https://www.ksapropertymanagement.com Instagram- https://www.instagram.com/r2ro11/ *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://maps.app.goo.gl/QaaSZnQVWre1HUMH6 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
From Leisure Suit to Real Estate Mogul: Jerry Rosengarten's Journey into Commercial Investments
Apr 8 2024
From Leisure Suit to Real Estate Mogul: Jerry Rosengarten's Journey into Commercial Investments
Discover the transformative journey of Jerry Rosengarten, from inventing the Leisure Suit to becoming a commercial real estate mogul, sharing invaluable insights and strategies for success in the ever-evolving real estate landscape. Time Stamps: 0:00 - Introduction & Jerry Rosengarten’s Background 1:17 - Entry into Commercial Real Estate 2:27 - Transition from Textile to Real Estate 4:51 - Repurposing Office Spaces & Pandemic Impact 5:58 - Exploring Commercial Real Estate Strategies 7:09 - Success with Medical Building Project 9:28 - The Concept of "Drizzle" in Real Estate 11:53 - Insights on Long-term Leasing 13:04 - Current Projects & Future Plans 15:37 - Jerry’s Book & Ventures Beyond Real Estate 18:04 - Invention for Apple Watch: The Slide 19:19 - Closing Remarks & Book Information Purchase Jerry's Book: https://www.amazon.com/Jump-Train-Dyslexic-Entrepreneurs-50-Year/dp/1637556160 *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://maps.app.goo.gl/QaaSZnQVWre1HUMH6 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
The TRUTH About Flex Industrial Real Estate Investments in 2024
Mar 18 2024
The TRUTH About Flex Industrial Real Estate Investments in 2024
In this episode of How to Invest in Commercial Real Estate, special guest Grant Reaves from Stoic Equity Partners dives deep into the lucrative world of flex industrial real estate, sharing insights and strategies for successful investments. Time Stamps: 0:00 - Introduction & Overview of the Podcast Episode 1:11 - Introduction to Guest Grant Reaves and Stoic Equity Partners 2:26 - Grant Reaves' Background and Entry into Commercial Real Estate 4:28 - Explaining Flex Industrial Real Estate and Its Business Applications 6:33 - Tenant Diversity and Benefits of Flex Industrial Spaces 8:44 - Why Flex Industrial? Comparing Asset Classes in Commercial Real Estate 9:49 - Acquisition Strategies and Value-Add Opportunities in Flex Industrial 12:00 - Financing and Debt Structuring for Flex Industrial Investments 14:03 - Fundraising, Syndication, and the Evolution of Stoic Equity Partners 19:26 - Closing Remarks, How to Connect with Grant Reaves & Future Episodes Preview *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLucehttps://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Email Grant at: greaves@stoicep.com Follow Grant on Twitter/X at: @Reaves_Grant Follow Stoic Equity Partners on Instagram at: @stoicequitypartners Follow Grant Reaves on LinkedIn at: https://www.linkedin.com/in/grant-reaves-69876163/ Leave a review and win FREE MERCH! https://maps.app.goo.gl/QaaSZnQVWre1HUMH6 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 141 - Inside the Deal: Analyzing the 15 Gas Station PetroMax Acquisition!
Mar 11 2024
Episode 141 - Inside the Deal: Analyzing the 15 Gas Station PetroMax Acquisition!
Join us on our journey towards closing a high-return $40 million acquisition in this episode of How to Invest in Commercial Real Estate. Time Stamps: 0:00 - Introduction 1:16 - Closing on the Burleson Project and announcing high-return opportunities. 2:25 - Deep dive into the PetroMax Gas Station acquisition and sale leaseback strategy. 3:27 - Explanation of sale leaseback and its growth advantages. 4:39 - Investment strategy for selling gas stations for profit in Texas. 6:44 - Financial projections, setting individual store rents, and selling strategy over four years. 8:50 - Mitigating investment risks through absolute triple net leases and detailed property evaluations. 10:01 - Investment returns, equity multiple, and capital return strategy to investors. 12:10 - Negotiating rent and the significance in the investment strategy. 14:27 - Preparing for asset sales and strategies for maximizing sales efficiency. 16:51 - Adjusting offering process for accredited investors and crowdfunding laws. 18:59 - Final thoughts on the episode's highlights and future investment opportunities. *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 140 - Navigating Investment Fears: A Deep Dive into Commercial Real Estate Psychology
Feb 27 2024
Episode 140 - Navigating Investment Fears: A Deep Dive into Commercial Real Estate Psychology
Exploring the psychological hurdles of investing in commercial real estate, this episode demystifies fears, addresses common misconceptions, and guides investors towards making confident, informed decisions. Time Stamps: 00:00 - Introduction: Investing Psychology and Overcoming Fear 02:17 - Challenges and Strategies in Commercial Real Estate Investing 05:51 - Addressing the Fears and Unknowns of Investing 08:06 - The Importance of Knowledge and Networking in Investment Success 11:21 - Overcoming Investment Hesitation: Taking the First Step 14:40 - Understanding Investment Risks and Realities 17:54 - Debunking Investment Myths: Control, Safety, and Returns 21:04 - The Value of First-Time Investments and Changing Lives Through Real Estate 25:35 - The Resilience of Real Estate: Learning from Mistakes and Success Stories 27:45 - Closing: Encouraging Confident Investment Decisions *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 138 - Mastering Joint Ventures in Commercial Real Estate: A Guide to Successful Partnerships
Feb 12 2024
Episode 138 - Mastering Joint Ventures in Commercial Real Estate: A Guide to Successful Partnerships
In this episode, we delve into the strategic advantages of forming joint ventures in commercial real estate, sharing expert insights on navigating partnerships to unlock new investment opportunities and drive growth. Time Stamps: 0:00 - Introduction and Overview of Current Commercial Real Estate Investments 1:13 - Market Predictions: Liquidity, Interest Rates, and Property Sales 2:19 - Navigating Challenges: Lessons from a Deal Gone Awry 3:24 - Highlighting New and Upcoming Real Estate Deals 6:39 - Strategy for Selling Properties and Expanding the Portfolio in 2024 8:54 - The Power and Process of Forming Joint Ventures in Real Estate 15:19 - Crafting Effective Operating Agreements for Joint Ventures 18:36 - The Importance of Finding and Evaluating Deals Together 21:46 - How to Resolve Disagreements in Partnerships 27:27 - Closing Remarks: The Future of Investing in Commercial Real Estate *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 136 - The Millionaire Blueprint: Smart Investing in Commercial Real Estate
Jan 29 2024
Episode 136 - The Millionaire Blueprint: Smart Investing in Commercial Real Estate
Today hosts Braden Cheek, Brian Duck and Joel Thompson unlock the secrets of wealth building with commercial real estate investing, and learn how to start early, invest wisely, and plan for an affluent future. Time Stamps: 0:00 - Introduction 0:02:24 - Involvement in Deals 0:05:42 - Financial Goals and Investing Early 0:08:07 - Conservative vs. Aggressive Investment Strategies: Comparison of different investment strategies and their potential outcomes. 0:10:19 - Retirement Planning and Realistic Goals: Discussing realistic retirement goals and how to achieve them through investing. 0:13:40 - Achieving Exceptional Investment Returns: Strategies for attaining high investment returns through savvy decisions. 0:17:00 - The Cost of Procrastination: Analyzing the financial consequences of delaying investment decisions. 0:21:26 - The Effect of Inflation on Investments: Understanding how inflation impacts the real value of investment returns. 0:25:01 - Personalized Financial Freedom Plans: Encouraging listeners to create personalized investment plans for financial freedom. 0:27:04 - Conclusion: Summarizing the key takeaways about the importance of investment timing and return rates, and encouraging listeners to focus on their financial future. *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 135 - From First Triplex to 47-House Deal: Lessons From Justin Foster's Real Estate Career
Jan 22 2024
Episode 135 - From First Triplex to 47-House Deal: Lessons From Justin Foster's Real Estate Career
Today hosts Braden Cheek, Brian Duck and Joel Thompson sit with special guest Justin Foster to discuss his rise in real estate utilizing private money, as well as his philosophies behind work & life. Time Stamps: 0:00 - Introduction and Overview of the Podcast Episode 1:19 - Discussion on Comfort Zones and Cold Plunge Challenge 2:30 - Updates on Recent Commercial Deals and Loan Challenges 3:35 - Justin Foster's Background and Transition from Oil and Gas to Real Estate 4:54 - First Steps in Real Estate: Buying a Triplex and Learning from Action 6:07 - Strategies for Financing and Refinancing Real Estate Deals 7:11 - Seeking Advice and Confirmation on Real Estate Deals 10:29 - Raising Private Money and Securing Investments 14:42 - Focusing on Finding Deals and Building a Portfolio 18:10 - Scaling Up: From Single Properties to Larger Packages *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 134 - Dump on Dave: Criterion's Critical Analysis of Dave Ramsey's 7 Financial Baby Steps
Jan 15 2024
Episode 134 - Dump on Dave: Criterion's Critical Analysis of Dave Ramsey's 7 Financial Baby Steps
Today hosts Braden Cheek, Brian Duck and Joel Thompson focus their attention on popular financial guru Dave Ramsey, taking a critical analysis of what works and what doesn't work from his advice. Time Stamps: 0:00 - Introduction 2:20 - Criterion's cold plunge challenge - follow the rules in the description below for your chance to win $100! 4:30 - Cryptocurrency update! 5:34 - Introduction to Dave Ramsey and his financial advice. 9:06 - Dave Ramsey's Baby Step 1: Save $1,000 in an emergency fund. 10:12 - Dave Ramsey's Baby Step 2: Pay off all debt except the house. 11:14 - Dave Ramsey's Baby Step 3: Save 3 to 6 months of expenses in an emergency fund. 13:29 - Dave Ramsey's Baby Step 4: Invest 15% of household income in a retirement account. 15:52 - Dave Ramsey's Baby Step 5: Save for children's college fund. 20:17 - Dave Ramsey's Baby Step 6: Pay off your home early. 22:27 - Discussion on the concept of positive leverage in real estate. 28:56 - Questioning the idea of waiting until age 65 to achieve financial freedom and the importance of time in financial planning. 33:15 - Discussing the analogy of income as a waterfall and the importance of increasing your income source rather than focusing solely on savings. *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 133 -  Insider's Perspective: Commercial Property Insurance Essentials with Stephanie Cliff
Jan 2 2024
Episode 133 - Insider's Perspective: Commercial Property Insurance Essentials with Stephanie Cliff
Today hosts Braden Cheek, Brian Duck and Joel Thompson bring on special guest Stephanie Cliff, Senior VP of Hub International to discuss the in's & out's of commercial property insurance. Time Stamps: 0:00 - Introduction 1:12 - Maver Bank Shout Out and Thunder Game Recap 2:17 - Stephanie Cliff and Commercial Property Insurance 5:27 - Accessing Multiple Insurance Markets 8:49 - Location and Tenant Impact on Insurance Cost 11:14 - Lenders' Influence on Required Coverage 14:31 - Evaluating Insured Value and Replacement Cost 16:59 - Negotiation Power Based on Ownership Years 19:06 - Broker's Role in Presenting Competitive Quotes 22:24 - Renewals and Efficient Effective Dates Stephanie's Links: LinkedIn: https://www.linkedin.com/in/stephaniecliff/ Hub International Tulsa's Website: https://www.hubinternational.com/offices/us/oklahoma/tulsa/ Hub Insurance Twitter: https://twitter.com/HUBInsurance HUB Facebook: https://www.facebook.com/HUBInternationalLimited/ HUB International Instagram: https://www.instagram.com/hub_intl/ *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 132 - Cracking the Code: Modeling Commercial Real Estate Deals in Real Time
Dec 27 2023
Episode 132 - Cracking the Code: Modeling Commercial Real Estate Deals in Real Time
Today hosts Braden Cheek, Brian Duck and Joel Thompson go through a live-deal analysis, highligting the key components to look at while analyzing commercial real estate properties. Time Stamps: 0:00: Introduction to smart board live deal analysis. 1:19: Emphasizing the importance of experience in deal analysis. 2:23: Comparing real estate deals to car purchases and the need for daily analysis. 3:38: Introduction to West Ridge Plaza in Topeka, Kansas. 4:51: Reviewing property details, condition, and tenant dynamics. 6:00: Analyzing rent roll, lease terms, and tenant distribution. 8:25: Examining benefits of location in a busy shopping corridor. 10:39: Evaluating lease expiration dates and minimizing risk. 12:59: Quick overview of financial model with net operating income. 15:07: Insights into modeling tips, especially cash and deferred maintenance. 17:19: Emphasizing reasonable exit cap assumptions for accurate modeling. 20:45: Explaining rationale behind exit cap assumption and total cost of sale. 22:52: Analysis results, including equity, cash flow, and debt service coverage. 24:03: Significance of metrics like cash on cash, equity multiple, and five-year IRR. 25:17: Highlighting LP's attractive returns, especially cash on cash and five-year IRR. 26:22: Clarification on investor IRR and considering the assumed property sale year. *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 131 - From General Contracting to Multifamily: Special Guest Shannon Robnett's Journey
Dec 18 2023
Episode 131 - From General Contracting to Multifamily: Special Guest Shannon Robnett's Journey
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss special guest Shannon Robnett's transition from single family residential real estate to multifamily and industrial real estate. Time Stamps: 0:00 - Intro and Greeting 0:08 - Guest Introduction: Shannon Robnett 1:18 - Shannon's Real Estate Background and Business Overview 3:31 - Transition from Single Family to Commercial Space 5:39 - Challenges with Single Check Writers and Syndication 6:47 - Focus on Passive Income and Appreciation 8:57 - Ground Up vs. Value Add: Profitability and Strategy 10:03 - Benefits of New Construction and Long-Term Holdings 13:25 - Reducing Taxes: Creative Thinking with Section 179 16:43 - Overcoming Physical Challenges and Maintaining a Winning Mindset 18:05 - Entrepreneurial Challenges as Life's Education 21:37 - Using Mini-Failures as Prerequisites for Success 23:50 - Closing Remarks and Contact Information *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 130 - Behind the Scenes: Our Origin Story & What it Takes to Create Your Own Podcast
Dec 11 2023
Episode 130 - Behind the Scenes: Our Origin Story & What it Takes to Create Your Own Podcast
Today hosts Braden Cheek, Brian Duck and Joel Thompson give the viewer a behind the scenes look at our podcast as well as tips on how to start your own! 0:00 - Introduction and claiming to have the best commercial real estate podcast in Tulsa. 1:50 - Shift in focus towards existing shopping centers and current market conditions. 3:25 - Impact of interest rates and strategy for acquiring deals. 5:00 - Previewing a new deal in Topeka and discussing the strategy. 6:39 - Challenges and considerations related to prepayment penalties. 8:10 - Behind-the-scenes of the podcast, inception, and weekly meetings. 9:50 - Historical context of retail deals, cap rates, and anticipating rate pauses. 11:25 - Challenges of underwriting shopping centers and changes in treasuries. 13:00 - Simplicity of podcast preparation and brainstorming topics. 14:30 - Inception of the podcast in 2020 and initial setup. 16:00 - Transitioning to Tanner and discussing technical aspects of recording. 17:35 - Use of Adobe Premiere Pro for editing and simplicity of the process. 19:05 - Social media strategy, growth, and plans for rebranding. 20:50 - Encouragement for those starting a podcast or entering the real estate industry. *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 127 - Navigating Year-End Challenges in Commercial Real Estate Investments
Nov 27 2023
Episode 127 - Navigating Year-End Challenges in Commercial Real Estate Investments
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss effective & strategic ways to end the year in commercial real estate. Time Stamps: 0:00: Introduction to the episode and the busy end-of-year period. 1:19: Recommendation for investors to consider year-end real estate purchases for tax benefits. 2:24: Emphasis on consulting with a CPA and conducting a rough tax analysis early. 4:28: Introduction of the new CFO, Jim Taylor, and streamlining tax preparations. 5:31: Discussion on upcoming property exits and reinvesting profits to mitigate tax liabilities. 8:49: Insights into Dallas Fort Worth and Nevada projects, including development updates. 11:01: Updates on projects in Louisiana and Nevada, highlighting challenges in vetting opportunities. 13:10: Details on the Grand Prairie Learning Experience project and upcoming closings. 14:15: Mention of an upcoming deal in Jacksonville, Florida, and its expected timeline. 15:18: Request for investors to communicate investment interests to streamline future deal planning. 17:21: Teaser for an upcoming podcast episode on the benefits of the cold plunge. 19:27: Conclusion and reflection on the potential total exit value for the next year. *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list
Episode 126 - Unlocking the BIGGEST Tax Secret in Real Estate Investing!
Nov 13 2023
Episode 126 - Unlocking the BIGGEST Tax Secret in Real Estate Investing!
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss a commercial real estate tax secret that could save you tons of money! Time Stamps: 0:00 - Introduction to the episode 1:22 - Closing deals in Henderson, Nevada, and touring properties in Las Vegas 2:25 - Site tour in Jacksonville, Florida, and excitement about a new deal 3:30 - Teaser about the main topic: taxes in real estate investing 4:35 - Introduction to the concept of being a real estate tax professional 8:52 - Criteria for qualifying as a real estate professional: More than 50% rule and the 750-hour requirement 11:02 - IRS stipulations on qualifying activities for real estate professionals 12:06 - Discussion about the single taxpayer requirement and the exception for married couples 14:19 - Mention of IRS requirements for documentation and the importance of justifying real estate professional status 15:30 - Recap of the benefits and savings for those who qualify as real estate professionals 17:54 - Clarification that being a real estate professional doesn't grant additional write-offs but enhances the use of existing real estate investments 19:00 - Final thoughts on the significance of being a real estate professional for tax purposes *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list