Partners Educational Support

How are partners created $8M in equity with a storage facility. They also discuss how they went from single family investing into commercial. Discussed is the real estate investing journey, comparing single-family and multifamily properties, and explains why commercial real estate is a lucrative investment. They cover key real estate investment terminologies and strategies, including cap rates, value-add deals, and syndication investments, providing essential insights for investors. Enjoy the show!

Learn about how to use a self directed IRA to for alternative investments such as real estate, notes, oil and gas, and private placements. Derreck, a Self-Directed IRA and Solo 401K Expert since 2017 with a CISP from the American Banking Association, has spoken at hundreds of events nationwide and participated in lobbying efforts with Congress. He provides invaluable insights into self-directed IRAs, detailing ways to fund retirement accounts, contribution limits, and the process of rolling over a Thrift Savings Plan (TSP). Derreck also demystifies complex terms like Unrelated Debt-Financed Income (UDFI) and Unrelated Business Income Tax (UBIT), explaining their impact on IRA investments and potential tax implications.

What are 1031’s, how do they work, and how do I get involved? 1031's are a great tool developed by the IRS to allow for a sale of an asset where its proceeds are then rolled into a new purchase. Based on IRS guidelines, the capital gains are then deferred and can continue to be deferred as long as the 1031 is still active, allowing for multiple generation 1031's and tax deferments. Listen as Dave and Josh discuss the details of 1031 exchanges.

We are not tax advisors or CPA's, but we want to share how distribution work in our real estate deals as we commonly discuss what cash distributions mean to investors. In this episode, we discuss cash-on-cash returns, capital account balances, depreciation, and how this all relates to taxable income. Listen in to learn more about how distributions work from a taxable income standpoint. Remember, always ask your tax advisor for details on tax strategies.

Check out how our partners at Greenleaf approach their property tours and evaluate potential investment opportunities. Dave and Josh, the principals, explored a variety of assets, including retail, office, and residential properties, in search of promising investments. Discover the key pros and cons they assess during their process!

Evaluating a sponsor/operator is critical to making informed decisions when investing in real estate syndications or joint ventures. Here's a comprehensive guide to assessing a sponsor/operator across the key aspects. Topics discussed:

1.      How to find an operator

2.      Interviewing an operator

3.      Communication plan of the operator

4.      Insurance

5.      Fees and expenses

6.      Red Flags

Net Leases vs Full Service Leases In the commercial world, there is a wide range of lease structures from Full Service, meaning the tenant pays rent only and the landlord pays everything else at whatever cost it is to NNN, meaning the tenant pays rent plus all other costs associated with with the property even as they escalate over time. Listen to a discussion of these leases types in greater detail.

The Industrial Asset Class covers a wide range of property types, but we have a specific buying approach is taken by our partner when they look at purchasing in the industrial space such as mid-grade, multi-tenant properties. Listen in as Greenleaf discuss’ what the Industrial Asset Class means to us and what we look for in the deals we purchase.