

JF: 3854: Rent-Controlled Beginnings, Strategic Partnerships, and Syndication Success ft. David Saxe
Mar 24, 2025
David Saxe, co-founder of Calvera Partners, shares his journey from institutional fund management to real estate syndication. He dives into the challenges of transitioning to independent investing and highlights how small rent-controlled assets paved the way for larger projects in the Sunbelt. Saxe discusses the importance of strategic partnerships and innovative marketing in a competitive landscape. He also explores tax strategies to maximize wealth, focusing on minimizing capital gains tax while nurturing investor relations for future success.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
From Small Beginnings to Multifamily Syndication Success
01:37 • 3min
Transitioning to Real Estate: Challenges and Strategies
05:00 • 13min
Maximizing Wealth Through Strategic Tax Solutions
17:39 • 2min
Navigating Investor Relations and Targeted Marketing Strategies
19:28 • 2min
Navigating RIAs: Strategies for Real Estate Investment
21:03 • 14min