Today we are continuing our series on the tax benefits of investing in real estate, with a focus on Opportunity Zones with guest Mike McVickar, general counsel at Origin Investments.

Mike has encyclopedic knowledge of Opportunity Zone laws, regulations, and benefits. There wasn't a single question that I could put to him that stumped him. Not that I was trying, of course, but, having spoken to a lot of folk about Opportunity Zones already, I have come to realize that this particular topic does require a very high degree of knowledge and expertise and that is exactly what you’re getting with Mike today.

Don’t worry though, our conversation starts at a high, general overview level and only then dives deep into the nuances of how to benefit investing in Opportunity Zones. Mike shares his insights on how investors can leverage the unique benefits of OZs to not only defer and potentially eliminate capital gains taxes but also make a meaningful impact on distressed communities across the United States.

Born out of the Tax Cuts and Jobs Act of 2017, OZs offer a powerful incentive for investors to channel their capital gains into designated areas, spurring economic growth and revitalization. With over 8,760 zones nationwide, the potential for both financial returns and social good is immense.

Mike breaks down the mechanics of OZ investing, highlighting the flexibility in investment options, from real estate developments to business ventures, and the importance of adhering to substantial local engagement and investment guidelines. He also shares examples of Origin Investments' successful OZ projects, demonstrating the tangible impact these investments can have on communities and investor portfolios alike.

If you are interested in learning more about how Opportunity Zones can help you defer and potentially eliminate capital gains taxes while making a positive difference in communities across the country, this episode is a must-listen. Mike McVickar provides a comprehensive guide to unlocking the potential of OZs and offers valuable insights for investors looking to merge financial gains with social good.

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In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in.

You’ll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype.

You’ll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn.

Subscribe to our free newsletter here.

When properly utilized, 1030 exchanges can be an invaluable tool in the savvy real estate investor's arsenal. Joining me today are Amanda Han and Matt MacFarland, husband and wife team at Keystone CPA, who expertly break down the complex web of rules surrounding these tax-deferral strategies.

Our conversation begins with the foundational principles of 1031 exchanges, where Amanda and Matt illustrate how this mechanism allows investors to sidestep immediate tax liabilities, fostering portfolio growth. They compare the process to a game of Monopoly - upgrading from green houses to a red hotel without the tax burden, a concept that's as strategic as it is financially beneficial.

Yet, the devil is in the details, from the stringent monetary and timing requirements to the tactical deployment of depreciation and the nuanced approach to syndication investments, you’re getting some serious details on this important benefit afforded by the tax Code for real estate investors.

You’ll hear about the pivotal role of strategic planning and will be guided through potential pitfalls, learning about common missteps that could jeopardize the tax-deferral benefits.

Whether you're an experienced 1031er or contemplating your first, this episode is a detailed overview, not just about deferring taxes but about amplifying your investment potential through strategic, informed decisions.

Join us as we unravel the complexities of 1031 exchanges and get the tools you need to harness their full potential.

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In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in.

You’ll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype.

You’ll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn.

Subscribe to our free newsletter here. 

What is the short-term rental loophole and how can investors benefit?

In this, the next in our continuing series on tax benefits for real estate investors, guest Tom Castelli, CPA, partner at Hall CPA, explains the short term rental (STR) loophole and explains in detail how investors can leverage the rule to get advantageous tax treatments.

What makes the STR rule so interesting is the ability to use cost segregation studies to get bonus depreciation creating paper losses that can offset other taxable income. It's a potent strategy that, when wielded correctly, can lead to substantial tax savings but it is not without its nuances, as you might expect, or its complications – all of which are explained in this episode.

For example, record keeping is a consistent theme with these real estate related tax incentives, and Tom underscores the importance of maintaining detailed records to substantiate one's active involvement in property management, a critical defense should the IRS come knocking.

If you are interested in learning more about the potential of STRs and want to learn more about how you can leverage investing in them to reduce you tax burden, this conversation provides a detailed guide. Tom doesn't just present the STR loophole; he offers a blueprint for real estate investors seeking to optimize their passive income using this corner of the Code.

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In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in.

You’ll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype.

You’ll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn.

Subscribe to our free newsletter here. 

Today's episode is the next in our series on tax incentives for real estate investors and my guest, Dave Zook of the Real Asset Investor is a true master of the art of minimizing taxes while maximizing passive income streams. His career started investing in multifamily real estate, but he has successfully migrated into other tax efficient asset classes.

You're going to hear from Dave his personal experiences of how high-income earners can develop programs for themselves for investing and living life tax efficiently. Dave describes the specific investments he makes personally and, without making any recommendations (of course) he also provides direct access to resources for how you can research and do the same yourself.

Specifically, Dave talks about the tax and income benefits of investing in multifamily real estate, car-washes, ATM machines, self-storage, gas and oil, and other asset classes you may have never thought about before or imagined were within your reach.

Dave's approach stresses the significance of picking the right types of investments and collaborating with top-notch professionals for managing these investments effectively.

Join me as Dave Zook lays out his blueprint for strategic investment—emphasizing tax smarts, diversifying assets wisely, and the essential practice of teaming up with the industry's best.

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In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in.

You’ll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype.

You’ll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn.

Subscribe to our free newsletter here.