Cash Flow Connections - Real Estate Podcast

E330 - Legal Potholes Capital Raisers Should Know About

There is a massive tsunami of interest headed towards the world of syndications and passive investments.  As you might know, I’m a huge proponent of this shift and believe it’s long overdue.  However, as new participants enter the space, it’s essential that they realize there are significant legal implications of pooling investors together, especially when millions of dollars are at stake.  Today, we are joined by Kim Lisa Taylor, the founder of Syndication Attorneys, and the author of How to Legally Raise Private Money. She’s here to give you a framework of what to do, what NOT to do, and how to avoid massive legal headaches when you’re raising money for syndications.  In this episode, we are going to discuss…  Why there is a quantum leap of legal complexity if your investors do not have significant control over the management of the assets in which they are investing  What an “Investment Company” is and why it’s important to avoid that classification  Some of the horror stories she’s had to work through for her clients, and how you can avoid making the same mistakes they made Especially if you’re participating on the active side of any real estate transaction, it’s important that you understand and quantify the risk of litigation when pooling investors together.  This short interview will give you a lot to think about before raising your next million!  Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

E329 - MM - How Can Cap Rates Continue to Go Down?

In this Monday Minutes Hunter provides his perspective about the future of cap rates and how his perspective will impact his view of the investment space going forward. Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E328 - Deferred Sales Trusts - Better Than a 1031?

If you, or one of your clients, has an investment that will likely produce a capital gain of more than $1,000,000, you do NOT want to miss this episode.  Here’s why…  In this short 30-minute interview, we discuss the Deferred Sales Trust structure and go over some of the details of how to implement it to significantly defer large capital gains.  Don’t get me wrong…  I was extremely skeptical at first, but this interview really piqued my interest in the topic.  Furthermore, there is a mountain of tax law and regulations associated with the strategy.  But…  Our guest for today, Brett Swartz, has not only done quite a lot of research on the topic, but he has also been through several IRS reviews of the strategy, which resulted in no amendments being made.  In this episode, we discuss…  How investors can defer significant capital gains WITHOUT dealing with all the challenges associated with 1031s How investors can roll over large capital gains into trusts and only experience a taxable event when they receive distributions from the trust (this has INSANE implications!)  The IRS audits that our guest has been through, and why that gives his clients confidence to implement the strategy within their own portfolios   Like I said, I am not an expert on the topic.  Always consult with your tax advisor and attorney to make investment decisions. Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

E327 - MM - Why My Trip to Greece Got Cancelled & True Financial Freedom

In this episode, Hunter discusses why his recent vacation was cancelled at the last minute. Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E326 - Adopting the Multi-Million Dollar Real Estate Mindset

No matter how much you think you’ve heard it, it can’t be stressed enough…  Your mindset is likely the most important determiner of your success. Given what we do at Asym Capital, I have had the opportunity to attend several events filled with some extremely influential and successful individuals.  Something that I was initially surprised by is that the higher the level of attendees at these various gatherings, the more the people in attendance are focused on mindset.  To be honest…  I always thought that at a certain point, you sort of check that box off, and just focus on tactics and strategies, but nothing can be further from the truth.   Today, we are joined by Steven Presevanto, who is the host of the Investor Mindset Podcast, as well as the Founder of Vonfinch Capital, a private equity company that helps accredited investors invest passively in commercial real estate.  In this episode, we are going to discuss…  The details of a conversation I had with Steven that likely changed the trajectory of my career, as well as the story of Asym Capital  How to ask yourself the right questions to unlock your next level of success and happiness  How to reverse engineer your goals so that you have a clear daily, weekly, quarterly, and annual action plan  If you’re looking to level up your mental game of investing, business, or entrepreneurship, you’re going to love this episode.  Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

E325 - MM - Should You Leave to Save Money on Taxes?

In this Monday Minutes, Hunter asks the questions a lot of us in California have been asking over the last 12 months.  Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group  

E324 - Which Asset Classes Should YOU Be Focusing On?

You aren’t a normal real estate investor…  I know this because most “normal” real estate investors only focus on one asset class, one strategy…and most of the time…only one operator.  This isn’t the case for most investors with Asym Capital, given our unique position in the space.  However, knowing that you want to invest in multiple different asset classes can lead to confusion regarding how you should be allocating your portfolio on a percentage basis during relatively unprecedented economic conditions.  Today, we are joined by John Chang, who is the Vice President of Research at Marcus & Millichap.  John and his team provide EXCELLENT bi-annual reports on the major real estate asset classes, which I really enjoy. So much so, that I asked him to come on our program to give us a summary of these various reports.  In this episode, we are going to discuss…  What asset classes are experiencing significant year-over-year rental growth, and which are declining?  Phoenix is one of the hottest, if not THE hottest market in the US. Is that going to continue, or will the market experience another boom-bust cycle?  What is the future of senior living, given the recent changes in the space due to Covid?  If you are interested in being diversified across multiple asset classes, make sure to tune in as we will get into the details of all of the major real estate asset classes, and our guest has plenty of data to back up his claims.  In fact, Marcus & Millichap spends more than $5,000,000 per year on data analytics and research.  Think there might be some noteworthy information on this podcast?  Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

Bonus Episode – Should You Invest In Senior Living During Covid?

If you’ve been listening to this show for any amount of time, you’ve likely picked up on the fact that I am very bullish on the senior living sector for many reasons…  Highly favorable demographics Complexities of the asset class create an opportunity for value-creation through ancillary income  Significant delta between purchase cap rates and interest rates, particularly through the use of HUD financing  Of course…  My interest has been piqued, especially now that Covid has slightly reduced the competitiveness of the space, though it is still VERY difficult to find favorable opportunities, given so many private equity firms are seeing the same favorable data that I am.  Despite my interest in the space, it’s been very difficult for us to find the right operating partner in the sector.  This is in part because the asset class is very fragmented, and there isn’t a centralized reliable resource that annotates those operators who are growing quickly and having the most success, like there is in many other asset classes in which we have participated over the years.  In fact, it actually reminds me of the mobile home park business from 2011-2013.  After many years of due diligence, we are confident we found an excellent operator who has a significant amount of market knowledge in Florida, likely the most favorable place to invest in senior living in the US.  Today, we have an interview with the CEO of Innovation Senior Living (ISL), the operating partner of our Wellington Senior Living opportunity, which is available on our platform.   In this episode, we are going to discuss…  Why our guest focuses on what she refers to as “the Forgotten Middle” – a completely underserved, and quite significant, demographic in the senior living vertical  What our guest’s experience has been like working through Covid, and what lessons she learned along the way  What has Florida’s response to Covid been, and how have the lack of restrictions impacted the senior living market?   Tune in to learn about ISL’s unique buying criteria, and also see why we’re so excited to be partnering with ISL on our new investment opportunity.   Interested in learning more?  Register for our upcoming webinar on the Senior Living sector? Click here to register now. Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E322 - Is 7% Inflation Transitory, or Here to Stay?

There has been a ton of chatter lately about the recent upswing in inflation, but many economics and central bankers are claiming this might be a short-term bout.  But…what if they are wrong? Is your portfolio prepared if they are? Today, we are joined by Gene Epstein who is an economist, former editor of Barron's, the Director of the Soho forum, and an associated scholar of the Mises Institute. In this episode, we are going to discuss…  What the current inflation data tells us about the state of the post-Covid-19 economy  If you should be investing in Bitcoin, Gold, or debt?  Why the US economy will NOT be able to purchase its own debt forever, and what will happen once it’s too late  If you have been scratching your head, trying to figure out what dominos need to fall in order for the US economy to face significant headwinds caused by money-printing, this episode will give you a ton of useful insights from a trained Austrian economist.  Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

E321 - MM - How to Set Yourself Up for Success, and Be Prepared for Failure

In this episode of the Monday Minutes, Hunter discusses how to set up your business so that if things really take off, you can take full advantage of it while still being protected if your venture flops. Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group