Tax Smart Real Estate Investors Podcast

Hall CPA
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Oct 10, 2023 • 41min

242. The Power of The Small and Mighty Approach to Real Estate Investing vs. Going Big

Learn how real estate investing can give you back time and optimize for low hassle and low risk. Discover how to achieve financial freedom with fewer rental properties. Explore strategies for assessing property performance and setting cash reserves. Find out how to maximize returns with treasury bonds. Hear about building a real estate portfolio and leveraging other people's money. Get information and resources for real estate investing from the guest speaker.
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Oct 3, 2023 • 23min

241. How High-Income Earners Reduce Taxes Using Real Estate Without REPS or STRs and Tax Smart Q&A

This episode explores how high-income earners reduce taxes using real estate without REPS or STRs. Additionally, they answer questions from the Tax Smart Investors Facebook Group. Topics include tax advantages of real estate for high-income earners, seeking second opinions as landlords, qualifying as a real estate professional, and syndication investment limitations.
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Sep 26, 2023 • 17min

240. The Top 5 Things Limited Partners Should Know Before Investing in Syndications & Funds

Guest: Kaylyn Deaver, Partnership Tax Expert. They explore the topics of depreciation, LLC investments, taxable distributions, deducting losses, and 1031 exchanges in real estate syndications and funds. If you're a limited partner, this episode provides valuable insights.
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Sep 19, 2023 • 26min

239. Short-Term Rental Hours Don't Count Toward The Real Estate Professional Status... Or Do They?

This podcast explores whether short-term rentals count towards the real estate professional status for tax purposes. The hosts discuss the regulations indicating that they do count, but also highlight the uncertainties and risks involved. They delve into the implications of short-term rentals on real estate professional status and caution against claiming these hours due to ambiguity. The chapter descriptions cover the history, requirements, recent tax court cases, and the definition of buildings and real property in relation to short-term rentals.
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Sep 12, 2023 • 40min

238. How to Bulletproof Your Investments as a Passive Investor with Whitney Elkins-Hutten

Whitney Elkins-Hutten, a passive investing expert, joins Brandon and Thomas to discuss how to avoid losses as a passive investor. They explore analyzing properties, operators, and markets, determining personal goals for investments, and achieving freedom through investing. Don't miss this episode if you're a passive investor or want to get started in passive investing.
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Sep 5, 2023 • 38min

237. Don't Forget About These Powerful Tax Benefits of Investing in Rental Real Estate.

Podcast discusses overlooked tax benefits of investing in rental real estate, challenges of operating short-term rentals, importance of understanding return on equity, power of long-term thinking in real estate, and long-term tax benefits of investing in real estate for tax efficiency and wealth building.
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Aug 29, 2023 • 39min

236. Did You Miss The STR Boom? Discover Current Trends in the STR Market with Jamie Lane of AirDNA

This episode features Jamie Lane, the SVP of Analytics at AirDNA, discussing current trends in the short-term rental market. They delve into the state of the market, key metrics for investors, and what to expect in the future. They also touch on the impact of the pandemic, supply and demand dynamics, and debunking claims of a housing collapse. Plus, they explore opportunities in different markets and the trends in local regulation of short-term rentals. If you're investing in or considering STRs, this episode is a must-listen.
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19 snips
Aug 22, 2023 • 28min

235. Unlocking the Secrets of the "721 Exchange": An Overlooked Real Estate Exit Strategy

Partnership Tax Expert, Kaylyn Deaver, and Keith Nelson, Managing Partner of Dual City Investments, discuss the "721 Exchange" as a powerful real estate exit strategy. They explain the concept, benefits, and mechanics of contributing properties to a partnership fund. The speakers compare it to the popular 1031 exchange and emphasize the advantage of recognizing capital gains over a longer period. Learn more at dualcityinvestments.com.
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Aug 15, 2023 • 31min

234. The Power of Passive Real Estate Investing for Doctors & High-Income Earners

Dr. Jeff Anzalone, Founder of The Debt-Free Doctor, joins Brandon and Thomas to discuss passive real estate investing for doctors and high-income earners. They cover active vs. passive investing, navigating the current market, the benefits of passive investing, and getting started in passive real estate investing. They also explore challenges with short term rentals, the importance of diversification, and recommend a book for passive investing.
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Aug 8, 2023 • 47min

233. The State of The Multifamily Market & How We Got Here with JC Castillo & James Eng

In this episode, Brandon and Thomas are joined by multifamily investing experts JC Castillo & James Eng to discuss the current state of the multifamily market. During the conversation, they discuss: - The current state of the multifamily market - How the rapid rise in interest rates contributed to how we got here - Bridge loans and the role they played in investor decision-making - What to expect and be on the lookout for moving forward If you invest in multifamily real estate, this is an episode you don't want to miss. Learn more about JC Castillo: www.linkedin.com/in/jccastillo123 www.veloresidential.com Learn more about James Eng: www.linkedin.com/in/jameseng www.oldcapitallending.com Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

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