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Summary:
In this episode, Whitney interviews Dave Zook, Founder and CEO, The Real Asset Investors. Dave shares how he ended up transitioning to real estate syndication in a bid to save taxes. How did Dave’s investors end up saving $91,000 in taxes on a $100,000 investment? You will learn how cost segregation and bonus depreciation can help syndicators immensely. How can you leverage a rock solid track record to find investors? And, how can an inexperienced syndicators partner with someone of repute? This show is loaded with Tips and Tricks guaranteed to give you the competitive edge. Tune in now!
Time Stamped Show Notes:
- 00:26 – Whitney introduces Dave Zook to listeners
- 00:52 – Dave transition into real estate syndication to save taxes
- 02:46 – Discussing cost segregation, bonus depreciation and other money saving measures in real estate syndication
- 03:36 – Learn how Dave’s investors ended up saving $91,000 in taxes on a $100,000 investment
- 04:56 – Dave ends up partnering with the wrong people and losing heavily on his first deal
- 05:42 – What lessons did Dave learn from his bitter first experience?
- 07:33 – After years of stable performance, investors trust you by investing in multiple deals
- 08:55 – How did Dave start his first deal as a syndicator?
- 11:18 – The importance of a good track record is critical for finding success in syndication
- 12:37 – How can an inexperienced syndicator partner with someone of repute?
- 13:55 – What is the #1 thing that has contributed to Dave’s success?
- 15:50 – How has Dave managed to build a rock solid team for his syndication business?
- 18:05 – Top reasons why syndicators fail
- 18:33 – How has Dave recently improved his business
- 19:07 – Finding good deals is a difficult proposition in a hot real estate market
- 20:11 – Dave shares his contact information
- [spp-timestamp time=”20:55″] – A special thanks to our sponsor, Life Bridge Capital
In this episode, you will learn:
- How real estate syndication can help save your tax dollars
- The importance of partnering with the right people is critical for finding success in syndication
- How a great track record can help you reap rich dividends in real estate syndication
Resources
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