Tax Smart Real Estate Investors Podcast

An active real estate investor, Rich Somers, discusses why he transitioned from multifamily value-add and STRs to boutique hotels, STR regulations, tax strategies, and the power of personal branding for real estate investors. If you're considering starting a personal brand, this episode has some great tips!

Real estate investor and best-selling author, Dave Meyer, joins the podcast to share his expert outlook on the 2024 real estate market. He emphasizes the importance of starting with strategy and provides tips for developing a strategy that aligns with long-term goals. They also discuss investment trends, the outlook for short-term rentals, and the power of clarity in achieving financial freedom. Don't miss this episode!

In this episode, Thomas & Ryan are joined by Gino Barbaro, multifamily investor, business owner, author and entrepreneur, to discuss: - How Gino's team avoided disaster and thrived in multifamily during 2023. - 2024 multifamily investing + tips for getting started and navigating the landscape. - How Gino looks at the tax benefits of real estate investing, plus a 100% bonus depreciation update. More from Gino: https://jakeandgino.com/ Enroll in The Tax Extension Masterclass: www.taxsmartinvestors.com/masterclass To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast Apply to join the Hall CPA team at www.therealestatecpa.com/careers Follow Us On Social Media Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group: www.taxsmartinvestors.com/facebook Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast Follow Thomas: twitter.com/thomascastelli_ Follow Ryan: www.linkedin.com/in/ryancarriere/ 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.

Explore investing in small bay industrial assets with Daniel Kurkowski of Obsidian Group. Learn about the speaker's unconventional journey from poker player to ballroom dancer to real estate investor. Discover the challenges in identifying unlevered yield in the industrial space. Get insights into investing in small bay industrial properties and the integration of Onyx into the company. Learn about the advantages of small bay investing and the use of technology in their business.

Guest @BowTiedBroke, an entomologist turned land developer, discusses his journey from millions to broke and back, investing in short-term rentals, land development deals, and offers tips for the next generation.

Tax expert for real estate investors, Thomas Castelli, joins the podcast to discuss crucial details about the 2024 tax terrain. Topics covered include the 2024 Corporate Transparency Act, the bonus depreciation adjustment, and the viability of various tax reduction strategies. Learn about upcoming tax deadlines, the importance of accurate bookkeeping, and how maintaining financial records can help investors make informed decisions.

In this episode, Thomas Castelli and Ryan Carriere are joined by James Svetec, founder of BNB Inner Circle, co-author of Airbnb for Dummies, and one of the world’s leading STR experts, to discuss - The current state of the short-term rental (STR) market. - What you need to know when acquiring STRs in 2024. - Practical tips for optimizing your property and listings to stand out in a crowded marketplace. Ryan and I also discussed whether or not the STR Loophole is still a viable tax strategy in 2024. More from James: https://bnbinnercircle.com/ Join the January QBO Bootcamp: www.TaxSmartInvestors.com/Bookkeeping To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast Follow Us On Social Media Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group: www.taxsmartinvestors.com/facebook Subscribe to or weekly newsletter for more tax tips: https://newsletter.taxsmartinvestors.com/podcast Follow Thomas: twitter.com/thomascastelli_ Follow Ryan: www.linkedin.com/in/ryancarriere/ 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.

Troy Eckard, with nearly 40 years of experience investing in Oil & Gas, and Mineral Rights, joins Ryan Carriere and Thomas Castelli to discuss tax and investment benefits of energy investments, risks to avoid, tax benefits of oil & gas investment, navigating the investment landscape, investing with reputable individuals, alternative assets, and real estate investment strategies.

Taylor Brugna, an accounting expert and real estate investor, joins the podcast to discuss the importance of having a good accounting system for real estate businesses. They cover topics like the benefits of current financials, pitfalls of neglecting accounting, and practical solutions for handling this side of the business.

In this episode, Ryan Carriere and Thomas Castelli are joined by Rod Khleif to discuss what he believes 2024 has in store for the real estate market, including: - The commercial real estate reckoning? - The incredible opportunities in multifamily - Where to invest in 2024, the mindset & education necessary, and more! Rod's Bootcamp: www.rodslinks.com - Use code: taxsmart Enroll in The STR Tax Course for Free www.taxsmartinvestors.com/freestrcourse Ready to Become a Client? Request a consultation from Hall CPA at www.therealestatecpa.com/podcast Follow Us On Social Media Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group: www.taxsmartinvestors.com/facebook Follow Thomas: twitter.com/thomascastelli_ Follow Ryan: https://www.linkedin.com/in/ryancarriere/ 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.