The Retiring Real Estate Investor

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The Retiring Real Estate Investor

Retiring Real Estate Investor

58 episodes

4 days ago

Summary In this episode of the Retiring Real Estate Investor podcast, host Brandon Bruckman engages with Eric and Ben from Wild Oak Capital to explore the intersection of real estate investing and lifestyle choices. They share their personal journeys into real estate, the importance of mentorship, and the necessity of taking action. The conversation delves into market insights, particularly focusing on Tulsa as a promising investment location, and discusses the dynamics of team collaboration ...

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Summary In this episode of the Retiring Real Estate Investor podcast, host Brandon Bruckman engages with Eric and Ben from Wild Oak Capital to explore the intersection of real estate investing and lifestyle choices. They share their personal journeys into real estate, the importance of mentorship, and the necessity of taking action. The conversation delves into market insights, particularly focusing on Tulsa as a promising investment location, and discusses the dynamics of team collaboration ...

Show more...

Episodes (20/58)

The Retiring Real Estate Investor

57: Ben and Eric Nelson - Wild Oak Capital

Summary In this episode of the Retiring Real Estate Investor podcast, host Brandon Bruckman engages with Eric and Ben from Wild Oak Capital to explore the intersection of real estate investing and lifestyle choices. They share their personal journeys into real estate, the importance of mentorship, and the necessity of taking action. The conversation delves into market insights, particularly focusing on Tulsa as a promising investment location, and discusses the dynamics of team collaboration ...

1 month ago

46 minutes

The Retiring Real Estate Investor

56: Dwight Dunton and Ryan Conoboy - Bonaventure

In this episode, Brandon Bruckman hosts Dwight Dunton, Founder and CEO, and Ryan Conroy, VP of Capital Markets, from Bonaventure, a multifamily investment firm. They discuss the evolution of Bonaventure, its unique market strategies, and the importance of vertical integration in real estate. The conversation delves into the role of debt as an asset, current market dynamics, and the challenges faced in financing. They also explore the differences between DST and 721 UpREIT structures, emphasiz...

2 months ago

41 minutes

The Retiring Real Estate Investor

55: Joel Miller - Author of Build Real Estate Wealth

Join host Brandon Bruckman as he sits down with seasoned real estate investor Joel Miller. With nearly five decades of experience, Joel shares his journey from a curious eighth-grader to a successful real estate mogul. Discover how Joel pioneered the mobile DJ business, balanced multiple careers, and eventually transitioned into hard money lending. Key Topics: Joel's early interest in real estate and radio Transition from DJing to real estate investing The importance of maintainin...

3 months ago

47 minutes

The Retiring Real Estate Investor

54: Bryan J. Hayes - Convrzn

Summary In this episode, Brandon Bruckman interviews Bryan Hayes, a senior associate at Tenant Services Group and a founder of Convrzn, a pioneer in voice intelligence technology. They explore the integration of AI in real estate, focusing on how voice AI can enhance market intelligence and client interactions. Bryan shares his journey from urban retail to founding a company specializing in voice AI, discussing the challenges and opportunities in adopting this technology. The conversation als...

3 months ago

42 minutes

The Retiring Real Estate Investor

53: Matthew Incitti - Hamilton Point Investments

Join host Brandon Bruckman as he chats with Matthew Incitti from Hamilton Point about the dynamic world of real estate investment strategies since the 2008 financial crisis. Discover how Hamilton Point has adapted its approach from distressed asset acquisition to value-add strategies and current opportunities in high-growth markets like Texas and Florida. Key Topics: Evolution of real estate strategies post-2008 Insights into distressed assets and value-add approaches Current marke...

4 months ago

34 minutes

The Retiring Real Estate Investor

52: John Christy - Craft & Sage Wealth

Summary In this episode of the Retired Real Estate Investor podcast, host Brandon Bruckman, co-host Joshua Wright, and guest John T. Christy, CFP® discuss the unique financial needs of real estate investors. They explore the common pitfalls that investors face, the importance of holistic financial planning, and the critical role of estate planning. The conversation emphasizes the need for real estate investors to integrate their investment strategies with tax planning and to consider th...

8 months ago

50 minutes

The Retiring Real Estate Investor

51: Ana Klein, CPA - AKK Tax and Accounting

Summary In this episode, Brandon Bruckman interviews Ana Klein, a tax strategist specializing in real estate and founder of AKK Tax and Accounting. They discuss the importance of tax strategy for real estate investors, the differences between a tax strategist and a CPA, and how to engage with a tax strategist throughout the year. Anna shares insights on the strategies wealthy clients use to build wealth, the significance of real estate professional status, and the benefits of estate planning....

10 months ago

36 minutes

The Retiring Real Estate Investor

49: Mike Finger - Exit Oasis

Summary In this episode, Brandon Bruckman interviews Mike Finger, a seasoned entrepreneur and business coach, who shares his extensive experience in buying, selling, and operating small businesses. Mike discusses the common pitfalls small business owners face when preparing to sell, the importance of understanding seller discretionary earnings, and the realities of passive income in business ownership. He emphasizes the need for owners to prepare their businesses for sale well in advance and ...

1 year ago

46 minutes

The Retiring Real Estate Investor

50: Whitney Sewell - Life Bridge Capital

Summary In this conversation, Whitney Sewell shares his journey from military service to becoming a successful real estate investor and entrepreneur. He discusses the challenges he faced in his early career, the impact of his adoption journey on his family and business, and the importance of strategic reflection in making significant life decisions. Whitney also highlights the transformative role of podcasting in expanding his network and growing his business, LifeBridge Capital, which focuse...

1 year ago

51 minutes

The Retiring Real Estate Investor

48: Ruben Greth - Yrēfy

Summary In this episode, Brandon Bruckman welcomes back Ruben, who shares insights into his evolving career in real estate and capital raising. Ruben discusses his transition from traditional real estate syndication to a debt fund model focused on student loans. He elaborates on the challenges of building a subdivision, the current state of capital raising, and the importance of marketing in attracting investors. The conversation also touches on the motivations of investors and the altruistic...

1 year ago

47 minutes

The Retiring Real Estate Investor

46: Justin Shore - Hall CPA

Summary In this episode of the Retired Real Estate Investor podcast, host Brandon Bruckman and co-host Julia Fritzlen welcome Justin Shore from Hall CPA to discuss the complexities of real estate taxation. They explore the importance of specialized CPAs for real estate investors, the nuances of depreciation and recapture, and the various exit strategies available, including 1031 exchanges and Delaware Statutory Trusts. The conversation also covers the tax implications of REIT redemptions and ...

1 year ago

1 hour 4 minutes

The Retiring Real Estate Investor

47: Erik Oliver - Cost Segregation Authority

Summary In this episode, Brandon Bruckman interviews Erik Oliver from Cost Segregation Authority to explore the intricacies of cost segregation and its benefits for real estate investors. They discuss how cost segregation allows for accelerated depreciation, the reasons why CPAs may not handle these studies, and the importance of identifying suitable properties for cost segregation. The conversation also covers the flexibility of timing for these studies, the implications of current tax laws,...

1 year ago

40 minutes

The Retiring Real Estate Investor

45: Emma Powell - Rise Capital Investments

Summary Emma Powell, founder and chief investment officer of Rise Capital Investments, shares her journey from being a stay-at-home mom to becoming a real estate investor and entrepreneur. She discusses the challenges of finding fulfilling work after achieving a goal and the frustration of job offers that didn't match her qualifications. Emma explains how she started investing in smaller rentals and eventually formed a capital raising company. She also talks about the importance of finding p...

1 year ago

52 minutes

The Retiring Real Estate Investor

44: Darcy Marler - Real Estate Development Expert

Summary In this episode, host Brandon Bruckman interviews Darcy Marler about his experience in real estate development. Darcy shares his background in IT and how he transitioned into real estate. He discusses his early experiences with flips and rentals and the challenges he faced. Darcy emphasizes the importance of matching your real estate strategy to your personality and preferences. He explains the different steps involved in development, including paperwork, land preparation, and buildin...

1 year ago

47 minutes

The Retiring Real Estate Investor

43: Carmine DiFulvio - Security First Exchange

Summary In this episode, host Brandon Bruckman and co-host Julia Fritzlen are joined by Carmine DiFulvio from Security First Exchange to discuss 1031 exchanges in real estate investing. Carmine shares his expertise as a qualified intermediary in the industry. They cover topics such as the importance of working with a regulated qualified intermediary, state regulations on QIs, common mistakes made in 1031 exchanges, and the definition of like-kind property. Carmine emphasizes the need fo...

1 year ago

55 minutes

The Retiring Real Estate Investor

42: Tilden Moschetti, Esq. - Syndication Legal Expert

Summary In this episode, welcome Tilden Moschetti, Esq., a legal expert in real estate syndication and fund management. Tilden shares his journey into the industry and provides insights into the structure and regulations of syndication deals. He emphasizes the importance of trust between syndicators and investors and highlights the rules and regulations that govern syndication offerings. Tilden also discusses different structures, such as REITs, funds, and DSTs, and provides advice for sponso...

1 year ago

40 minutes

The Retiring Real Estate Investor

41: Stewart Heath - Harvard Grace Capital

Summary Stuart Heath, CEO of Harvard Grace Capital, shares his journey as a real estate investor and discusses the transition from residential to commercial properties. He emphasizes the importance of cash flow and the role it plays in surviving and thriving in the real estate market. Stuart also discusses the different types of office spaces and their viability in the current market. He highlights the importance of tenant mix and the stability of medical office spaces. Stuart shares his insi...

1 year ago

42 minutes

The Retiring Real Estate Investor

40: Brandon Burns - Vanguard 1031 Exchange

Summary Brandon Burns, a qualified intermediary in the 1031 exchange space, shares his unique background and expertise in helping real estate investors navigate the exchange process. He emphasizes the importance of understanding the IRS rules and regulations, such as the time component and the need to replace the value of the property. Brandon also discusses common mistakes and misconceptions, such as changing ownership during the exchange and the identification of replacement properties. ...

1 year ago

59 minutes

The Retiring Real Estate Investor

39: Tom Dunkel - Belrose Storage Group

Summary Tom Dunkel, Chief Investment Officer at Belrose Storage Group, shares his journey from being a miserable landlord to building a successful self-storage business. He discusses his background in corporate America and how he transitioned into real estate after getting fired from his corporate job. Tom explains the process of acquiring self-storage facilities and the importance of finding value-add opportunities in growing markets. He also highlights the use of dynamic pricing and the shi...

1 year ago

41 minutes

The Retiring Real Estate Investor

38: Shawn Terrel - President Auction Services - United Country Real Estate

Summary In this episode, Shawn Terrell, President of United Country Auction Services, discusses the role of auctions in the real estate industry, particularly in the context of farmland and rural land. He explains the history of auctions and their significance in the farming and ranching communities. Shawn also highlights the differences between farmland auctions and residential auctions, emphasizing the strong presence of auctions in the farmland market. He discusses the advantages and disad...

1 year ago

45 minutes