Leveraging AI for Investment Insights and Tax Strategies

On this episode of the Best Ever CRE Show, Joe Fairless interviews Sam Giordano, a practicing gastroenterologist, real estate investor, and co-founder of PassiveAdvantage.com. Sam shares his journey into real estate syndications as a limited partner (LP), highlighting how his meticulous vetting process led him to create an AI-driven platform to help high-income professionals assess passive investments. He discusses the importance of sponsor evaluation, risk assessment, and market diversification, as well as the challenges faced by LPs in today’s economic climate. Sam also provides insights into how his software automates due diligence, offering a transparent, structured approach to analyzing investment opportunities.

Sam Giordano

• Based in New Jersey
• Co-Founder
• Say hi to them at
• https://www.passiveadvantage.com/
• https://www.linkedin.com/in/samuel-giordano-md-13bb5a130/

Sponsors:

Capital Gains Tax Solutions

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