Real Estate Tax Playbook
Real Estate Tax Playbook is your go-to resource for navigating the complex world of real estate taxation. Each episode delivers expert insights on tax strategies and credits tailored specifically for the real estate industry, helping investors and professionals maximize their financial potential.
All Episodes
From Foundry to Front Door: Redevelopment, Workforce Housing, and Opportunity Zones 2.0
In this episode of Real Estate Tax Playbook, I sit down with Derek Cagness from Foundry Realty LLC to discuss the transformative redevelopment of the Walker Foundry site in Roanoke, Virginia. We explore the challenges and opportunities presented by this project, particularly in relation to workforce housing and the innovative use of Opportunity Zones 2.0. Derek shares insights into how these initiatives aim to foster community development and provide affordable housing solutions. We also dive into the intricacies of grants received for this project and how they will aid in creating a sustainable model for homeownership. Tune in for a deep dive into the future of real estate development and economic revitalization in our communities.
Financing Real Estate in Today's Market: A Lender's Perspective
In this episode of Real Estate Tax Playbook, I sit down with Nathan Walker from Pinnacle Financial Partners to explore the current state of financing in real estate. We discuss the eagerness of banks for loan growth and how lending standards remain stringent despite a competitive market for quality projects. Nathan shares insights into the lending landscape, including the focus on stress testing and the importance of providing comprehensive financial information when seeking loans. We also touch on the challenges of obtaining financing for various asset classes and the impact of interest rates on real estate investments. Whether you're a seasoned investor or new to the market, this episode offers valuable perspectives on navigating the complexities of real estate financing today.Navigating M&A: How to Prepare, Price, and Sell Your Business the Right Way
In this episode of the Real Estate Tax Playbook, I sit down with Jim Mullins from Bundy Group to explore the intricacies of mergers and acquisitions (M&A). We discuss how to effectively prepare for selling your business, the importance of accurate pricing, and the due diligence process that can make or break a deal. Jim shares insights into the current market landscape, highlighting key factors that influence whether it's a buyer's or seller's market. We also touch on the critical role of financial advisors and CPAs in navigating these transitions. Whether you're considering a sale now or in the future, this episode provides valuable strategies for ensuring you maximize your business's value and make informed decisions in the M&A process. Tune in for expert advice that could shape your financial future.Wealth, Real Estate & the Market: Building a Stronger Financial Playbook
Join me in this episode of Real Estate Tax Playbook as I sit down with Ryan McIntyre, a partner at Brown Edwards, to explore the intersection of wealth management and real estate investment strategies. We discuss how market fluctuations and economic uncertainties are impacting investor behavior, particularly in the face of advancements in technology and AI. Ryan shares insights on effective wealth management strategies, including leveraging tax-efficient investment tools like the AQR Flex SMA to mitigate capital gains. We also delve into retirement planning and the importance of aligning investment strategies with client goals. This episode is packed with valuable information for real estate professionals looking to navigate today’s complex financial landscape. Tune in for essential tips and expert perspectives that can enhance your financial playbook.