The Real Estate CPA Podcast
Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. Our episodes generally run 10-20 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch. Check us out at www.TheRealEstateCPA.com for more free content and information. Enjoy!
Episodes
In this episode, we're joined by CEO Mark Hamilton and CFO Ashlee Cabeal of Hamilton Zanze, a company that specializes in the pursuit, acquisition, and hands-on operation of apartment communities in select target markets in the United States.
Today we discuss the Hamilton Zanze approach to multifamily value-add investing, integrating property management, reducing expenses through green initiatives, performing 1031 exchanges as...
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In this episode, we're joined by Ellie Perlman, founder and CEO of Blue Lake Capital. Blue Lake Capital specializes in multifamily value-add investing.
On today's show, we discuss how Ellie approaches multifamily value-add in the COVID-19 era including underwriting, asset management, and rehab on demand.
Learn more about Ellie and her work: https://www.bluelake-capital.com/
Here's our special report summarizing the C...
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June 23, 2020 • 41 min
In this episode, we're joined by Nate Hare. Nate is the Executive Vice President at Quest Trust Company, a company that serves self-directed IRAs, 401(k)s, and other retirement accounts that allow you to invest in alternative assets such as real estate. Nate was also a speaker at the 2020 Tax and Legal Summit. Nate's focus at Quest Trust is dealing with investors who buy real estate and lend within retirement accounts.
Tod...
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In this episode, we're joined by Gregg and Alexis from Buildium. Buildium is a cloud-based property management platform that gives landlords and property managers the ability to take control of every aspect of the business including online rent payments, vacancy management, maintenance cycles, accounting, and more.
Today we discuss how delegating your property management to a third party and using property management software ...
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In this episode, we're joined by Ruth Benjamin, a capital gains tax strategist with over 25 years of experience helping sellers of highly appreciated assets sell their property without incurring capital gains tax at the time of sale.
Today, Ruth, Brandon, and Thomas discuss the ins and outs of a tax strategy called a monetized installment sale, which allows the investor to sell an asset, receive a large portion of the sales pr...
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In this episode, we're joined by Leti & Kenji of Semi-Retired MD, where they help liberate physicians from the clinical grind one real estate property at a time. On today's show, we discuss how they achieved financial freedom through buy and hold real estate, the tax strategies they use to minimize taxes and help grow their portfolio, mindset, the struggles physicians face in the world today, and how their platform help...
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In this episode, we're joined by Warren Thomas, a CPA and professional with extensive experience in estate planning, financial planning, and real estate advisory services. He is currently a managing partner at Exchange Right, a company that provides real estate investments that target secure capital, stable income, and strategic exits in order to protect and grow wealth. Today we discuss an exit strategy called a Section 721 Ex...
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In this episode, we're joined by Tom and Andrew Gustafson of Atlas 1031 Exchange. Atlas 1031 provides qualified intermediary services to accommodate and facilitate simple and complex 1031 exchanges.
Today we discuss the aspects of reverse 1031 exchanges, a strategy that allows you to acquire a replacement property prior to selling the property you wish to exchange, improvement exchanges, and the impact the Coronavirus crisis ...
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In this episode, we're joined by Ron Rohde. Ron is a Dallas-based real estate attorney who specializes in all aspects of transactional residential real estate. He advises his clients on LLC formation, residential leases, short-term rentals, contractor disputes, lien issues, and much more.
In today's episode, we discuss the various aspects of residential lease agreements, how lease agreements are being impacted by COVID-19,...
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In this episode, we're joined by Keith Nelson and Michael Migliaccio, co-founders of Dual City Investments, a real estate investment company.
In today's episode, we discuss how Keith and Mike started Dual City, how they went from single asset syndications to a fund structure, the different asset classes in their fund, their response to the COVID-19 crisis, and much more.
Learn more about Dual City Investments: https://ww...
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In this episode, we're joined by Matt Argersinger. Matt is a former stock adviser who is now the lead adviser for The Motley Fool's Mogul and Millionacres platform, where he helps members find today's best real estate investment opportunities.
We discuss how went from a stock adviser to lead advisor for The Motley Fool real estate program, how he analyzes investment opportunities, portfolio allocation, and his opinion ...
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Today's episode is a replay of a webinar we did last week on Thursday, April 16th. Brandon Hall and Thomas Castelli are joined by J Scott and Matt Rappaport, familiar friends of the show.
J Scott is an entrepreneur, real estate investor, and co-host of the BiggerPockets Business Podcast.
Matt Rappaport Esq., is an attorney who specializes in taxation as it relates to real estate corporations, partnerships, trusts, and estates...
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April 14, 2020 • 57 min
In this episode, we're joined by J Scott, entrepreneur, real estate investor, and co-host of the BiggerPockets Business Podcast. He has also written several books on investing, including information about recession-proofing.
On today's show, we discuss what J is doing to prepare his business for the months ahead, where he believes the economy is heading as a result of the COVID-19 crisis, upcoming opportunities for investo...
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In this episode, we're joined by Taylor Welch, co-founder of trafficandfunnels.com and founder of WealthCap, a real estate investment company. He also hosts the Traffic and Funnels show and Daily Mind Medicine podcasts.
On today's show, we discuss why Taylor decided to create WealthCap after building a successful sales and marketing company, WealthCap's unique turnkey investment strategy, COVID-19, and so much more.
L...
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March 31, 2020 • 97 min
In this episode, we focus on the CARES Act, a stimulus package recently passed by Congress to address the COVID-19 crisis. This recording is from a webinar we held for members of our email list and the Cash Flow Community. This $2T stimulus package was passed into law just last week with a bill over 800 pages. We have not extensively gone through the entire bill yet, we're just covering topics specific to real estate investors ...
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In this episode, we're joined by John Wilhoit, a real estate professional specializing in residential asset management and property management. Throughout his career, John has focused on high-volume large multifamily communities including market rate and fixed financed developments. He has also authored two books on real estate analysis: How To Read a Rent Roll and The Rent Roll Triangle.
If you haven't listened to the epi...
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In this episode, we're joined by John Wilhoit, a real estate professional specializing in residential asset management and property management. Throughout his career, John has focused on high-volume large multifamily communities including market rate and fixed financed developments. He has also authored two books on real estate analysis: How To Read a Rent Roll and The Rent Roll Triangle.
On today's show, we discuss How To...
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In this episode, we speak with Scott Choppin to discuss several topics including why Urban Pacific focuses on developing workforce housing, the benefits of developing vs. the value-add strategy, what makes Urban Pacific's development process unique, recognizing competitive advantages, low-income housing tax credits, and much more.
Learn more about Scott and Urban Pacific: www.urbanpacific.com
For more education about optimizi...
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On today's show, we're giving listeners a behind the scenes look into the first-ever Tax and Legal Summit for Real Estate Investors.
This episode is uncut, unedited, and pulled right from FaceBook live! Peek behind the curtain a bit into the recording of the podcast every week and the ins and outs of the Virtual Summit.
We're very grateful to all speakers and attendees!
For more education about optimizing your tax po...
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88. Automating Syndication Legal Docs & the Legalities of Raising Capital as a Business with Amy Wan
February 25, 2020 • 35 min
In this episode, we're joined by Amy Wan, founder and CEO of Bootstrap Legal, a company that automates real estate syndication legal documents. She's also co-founder and CEO of Sagewise, a legal blockchain company, and co-host of The Law and Blockchain Podcast.
Today we discuss how Bootstrap Legal automates and streamlines the creation of PPMs, subscription agreements, and other documents involved in the syndication proces...
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