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real estate syndicaiton
Summary: Charles Dobens, Founder Multifamily Investing Academy and Principal, Dobens Law shares some common mistakes that new investors make in the multifamily syndication business, and reveals some effective ways via which you can mitigate risk and gain traction in the early stages of your investing career. This show starts off with Charles sharing WHY he...
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Summary: Tosin Oduwole, Head of Business Development, Tulsa Real Estate Fund, provides step by step instructions on how to float a Tier 2 Regulation A offering. Tosin recently launched his first real estate fund. What is the structure of this fund? And, what kind of returns can investors expect from this Regulation A offering? Tosin...
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Summary: Tom Wheelwright, CEO, WealthAbility, best-selling author of Tax Free Wealth and Founder of Provision shares some little-known strategies which can help you save your tax dollars and shelter your investments in real estate syndication. In this show, you will learn how passive losses can help you reduce your tax bill. Do you need to...
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Summary: Ian Formigle, VP of Investments at CrowdStreet shares the benefits of online syndication and provides us a “peek” into their investment model which has helped conduct 275 offerings totaling a market value of $10 Billion. Ian explains how online syndication allows solicitation of investors for your syndication projects. Which deals are apt for online...
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Summary: Kira Golden, CEO, Direct Source Wealth helps others generate passive income and create a diversified portfolio through their transparent co-investment model with deals focusing primarily on commercial real estate. Kira shares her criteria for partnering with people. She shares how co-investing can create an alignment of interest and create value for everyone involved. Is...
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Summary: In this episode, Whitney interviews Thomas Casteli, Tax strategist, The Real Estate CPA. Thomas shares some expert and innovative tips for raising capital and saving tax dollars in real estate syndication. Can you use a crowdfunding platform for financing a syndication deal? If yes, are there any drawbacks in doing so? Can a rental...
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Summary: In this episode, Whitney interviews Gene Trowbridge, Managing Partner, Attorney and Real Estate Broker, Trowbridge Sidoti LLP. Gene has some expert tips for syndicators who wish to get in touch with potential investors on social media without flouting any laws. You will learn about the important Do’s and Don’ts that you need to follow...
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Summary: In this episode, Whitney interviews Chris Tanner, Business Development Manager at New Direction Trust Company. New Direction Trust Company has assisted thousands of people in setting up their Self Directed Retirement accounts, and have extensive experience in facilitating real estate syndication. Chris shares the workflow for using Self Directed IRA funds in real estate...
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Summary: In this episode, Whitney interviews Chris Prefontaine, founder, Smart Real Estate Coach. Chris does 5-10 deals every month controlling $20-$30 million of real estate. In this show you will learn how you can use technology for effective delegation which will then allow you to scale up your real estate business to the next level....
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Summary: In this episode, Whitney interviews Eric Tait, founder, Vernonville Asset Management and President, Pinnacle Physician Management Organization. Eric reveals some little known business tips for market selection and fund raising. Should you invest in a market with good population growth but zero job growth? How can you convince HNI investors to come aboard as...
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