Tue, 30 April 2019
The real world is not HGTV. If you are a high-earner looking to get into the real estate game, it is important to understand just how much work is involved in being an active investor. There is a lot of competition in the space, and good deals are hard to find. Add to that the complexities of managing a rental portfolio, for example, and the headache may seem like more than it’s worth. But why work harder than necessary to make less than you could? You can take advantage of all the benefits of commercial real estate investing as a passive investor, letting an expert handle the minutiae while you reap the rewards.
Paul Moore is the Founder and Managing Director at Wellings Capital, a commercial real estate investment firm that focuses on self-storage, mobile home parks, and multifamily property. Paul has 18 years of experience in real estate: He has flipped 50-plus homes and 25 high-end waterfront lots, appeared on HGTB’s House Hunters, rehabbed and managed rental properties, built new homes, and developed a subdivision. Paul is also the author of The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing and cohost of the wealth-building podcast How to Lose Money.
Today, Paul joins me to discuss the advantages of commercial real estate over stocks, bonds and mutual funds. He shares the challenges of being an active investor, explaining why high-earning professionals might be happier as passive investors in commercial assets like apartment buildings, self-storage facilities, or mobile home parks. Paul also offers insight around the commercial value formula, describing how operators can force appreciation with simple strategies to increase a property’s income or compress its cap rate. Listen in to understand the extraordinary tax advantages of multifamily real estate and learn what makes commercial investing an attractive option for high-net-worth individuals looking for a consistent return and minimal risk profile.
The pros and cons of stocks, bonds + mutual funds
The pros and cons of commercial real estate
The challenges of being an active investor
The commercial value formula
Simple things operators can do to increase income
Simple things operators can do to compress the cap rate
The tax advantages of commercial real estate investing
Wellings Capital’s strategy moving forward
Connect with Paul
Tue, 23 April 2019
Are you using your IRA to invest in a multifamily syndication? Then brace yourself for an unexpected tax bill when the asset sells. If, on the other hand, you’d prefer not to owe the IRS for Unrelated Business Income Tax (or UBIT), it’s time to consider a Qualified Retirement Plan (or QRP) that gives you more control over your money and makes it much easier to invest in real estate!
Damion Lupo is a real estate investor, serial entrepreneur, and high-profile financial consultant. He founded Total Control Financial in 2010 to help people achieve financial freedom. He is committed disrupting Wall Street and empowering Main Street with the tools and teachings of financial transformation. In the last 25 years, Damion has launched and owned 40-plus companies, including a venture capital firm, an insurance agency, and more than a dozen real estate investment and development operations. He is also the author of QRP Book: How to Get Checkbook Control of Your 401(k) & IRA Money Now.
Today, Damion joins me to explain why the current retirement system is broken and discuss the problem with using your IRA to invest in multifamily real estate. He walks us through the fundamentals of UBIT, describing how you can be blindsided by a BIG tax bill when an asset sells. Damion also offers insight around the alternative to the IRA that is exempt from UBIT, the QRP. Listen in to understand the multiple benefits of the QRP as a retirement vehicle—and learn how to regain control of your retirement savings AND maximize your profits as a multifamily investor.
Why the retirement system is broken
The shortcomings of the 401(k)
The problems with the IRA
The fundamentals of UBIT
How to avoid UBIT
The benefits of the QRP
Short- vs. long-term real estate investments
When it’s worth it to get a QRP
Connect with Damion
QRP Book: How to Get Checkbook Control of Your 401(k) & IRA Money Now by Damion S. Lupo
Fri, 12 April 2019
So, you want to achieve financial freedom with real estate investing, but you’re a busy person with a demanding job and a lot of responsibility. You don’t have time to learn the ins and outs of putting together an advisory team, finding a good deal, or making decisions about the financing and management of a property. The fact is, you can STILL enjoy the benefits of real estate investing by becoming a passive investor in a multifamily syndication!
Doug Marshall is the founder and president of Marshall Commercial Funding, a firm dedicated to helping clients get the best possible financing for their rental properties. Doug has 36 years of experience as a mortgage broker, and he received his CCIM designation in 1999. His journey into passive investing began 10 years ago, and to date, he has invested in 11 properties—8 of which were apartment buildings. Doug is also the author of Mastering the Art of Commercial Real Estate Investing: How to Build Wealth & Grow Passive Income from Your Rental Properties.
Today, Doug joins me to discuss how he achieved financial freedom through passive investing in commercial real estate. He describes the difference between an active and passive investor, sharing his goals as a passive investor and the characteristics of an ideal candidate for passive investing. Doug also offers insight around his preference for multifamily over other asset classes and explains how to calculate the amount you need to invest for a particular cash-on-cash return. Listen in to understand the incredible tax benefits of real estate investing and get Doug’s take on the #1 thing passive investors should consider before handing their money over to a syndicator.
Doug’s path to financial freedom with passive investing
The difference between active and passive investing
Why Doug prefers multifamily over other asset classes
The advantages of multifamily real estate investing
Doug’s goals as a passive investor in multifamily
The ideal candidate for passive real estate investing
How to calculate the right amount to invest for retirement
The cash-on-cash return Doug looks for in a property
The most important considerations for passive investors
Connect with Doug
Tue, 2 April 2019
The vast majority of real estate investors were blindsided by the crash in 2008. And with many economists warning that we’re headed toward another downturn, it is prudent to take off our rose-colored glasses and move forward with an eye to the broader economic picture. It is crucial for multifamily investors to study the markets, identify trends and consider the economy’s impact on our investments—and the people who rent from us.
Robert Helms is the founder and host of Real Estate Guys Radio, a media platform dedicated to helping investors stay focused, motivated and informed. He has a wealth of experience teaching Landlord Boot Camp for newbie residential investors as well as college-level real estate courses. Robert also spent 18 years working in a real estate brokerage where he became a top producer and refined his skills in marketing, negotiating and relationship management. Now, Robert is a professional real estate investor and developer with a portfolio that spans eight states and five countries.
Today, Robert joins me to share a high-level overview of The Real Estate Guys’ recent Summit at Sea. He explains why it’s critical for investors to keep an eye on the economy and offers insight into what market trends we should be looking out for. Robert also discusses what he learned from the crash in 2008 and outlines his current concerns around sources of capital for multifamily investors. Listen in for a summary of the key takeaways from the Summit at Sea and find out how you can learn more from the expert faculty through The Future of Wealth and Money video series.
An overview of The Real Estate Guys’ Summit at Sea
Why it’s crucial for investors to keep an eye on the economy
Robert’s insight on the current economic climate
What Robert learned from the crash in 2008
The aspects of the economy investors should watch
Robert’s insight around interest rates
The Real Estate Guys’ mission
What you can learn from The Future of Money and Wealth
Robert’s top advice for real estate investors
Connect with Robert