Grow Your Cashflow

Commercial real estate is not the same game it was last year. Deals that once thrived are facing new challenges, and the strategies that worked before need a fresh look. The key question is: How can you adjust your approach to stay ahead in this evolving landscape? On Monday, October 28th at 7pm EST, I'll be joining Joe Fairless, host of the "Best Ever Commercial Real Estate" podcast with over $2.7 billion in AUM, for a no-holds-barred discussion on what's really happening in the market right now. We’ll be joined by two industry titans: → Nimesh Patel—Founder of Lion Park Capital, managing $316 million in multifamily assets, a seasoned orthopaedic trauma surgeon, and a leader in passive investing education. → Trevor McGregor—real estate coach, strategist, and owner of a global real estate portfolio, with over 25,000 coaching calls under his belt, helping investors and executives achieve their next level. We're pulling back the curtain to talk about: → How deals are performing today: What’s thriving, what’s struggling, and what we’re hearing from other LPs across the industry. → Lessons learned: The hard truths and key insights we’ve gathered since the end of the last cycle—and how these lessons can protect your investments. → Where the future opportunities lie: Our take on the most promising and lucrative CRE private placements for savvy investors. → 2024-2025 outlook: The chief recommendations that every LP should heed if they want to prosper in the year ahead. ?? Warning: This isn't a glossy overview or generic advice session. It’s the real story of what’s happening in CRE—and what’s coming next. If you want to be among those who not only navigate these changes but capitalize on them, this webinar is for you! Register through the link in the comments! ??

One of the quickest ways I know a deal isn’t worth my time? The operator doesn’t exist online. Here’s why that’s a massive red flag for me: No online presence? No accountability. No visibility? No track record. No transparency? No trust. In 2024, any serious operator should have a visible footprint. We live in an age where transparency is a non-negotiable and the bare minimum is an online presence. Whether it’s a website, LinkedIn profile, social proof, or even just client testimonials, If I can’t find anything, that’s a deal-breaker. Here’s why: 1. If an operator is visible online, they have something to lose. They’re publicly accountable and they know that a bad deal could damage their credibility permanently. An operator who’s built a visible track record won’t risk it for a short-term win. 2. If an operator isn’t transparent enough to have an online presence, what else are they hiding? If you can’t find any information on the person running your deal, how can you trust them with your money? My rule: If you’re not online, I’m out. I don’t care how great the deal looks on paper. If I can’t find who you are or what you’ve done- i’m not investing. Plain and simple. At this point, if an operator doesn’t exist online, it’s not because they “forgot.” It’s because they don’t want to be found. And that’s all I need to know. There are too many great opportunities out there with operators who are transparent, credible, and visible to waste time on someone hiding in the shadows. What do you think? Do you invest with “invisible” operators? Let me know in the comments! ??

When I started at Florida State University, someone gave me a life-changing advice: → "Look for a mentor and take action on their advice" This advice led my friend Diego Corzo and I to meet Professor Melissa Raulston, who showed us a whole new world. She got us involved in a project where we fixed up old computers and gave them to people who couldn't afford new ones. At first, I was just cleaning and setting up these computers. Before I knew it, I was in charge of the whole organization. It was my first step in doing something meaningful for others. Over the next 3 years, I learned a ton about working with technology and leading a team - things I wouldn't have learned if I hadn't taken that first step to meet new people. More importantly, I learned how valuable it is to have someone to guide you. This lesson came in handy later when I got into investing. By joining GoBundance, I learned from successful investors about various ways to earn consistently & invest in assets uncorrelated to the stock market. Likewise, if you’re going into alternative investments, and it’s your first time: → Find a mentor. If you’re new to the alternative investing space, I’d check out the following people on Linkedin: - Christopher Nelson - Andrew Cushman - Drew Breneman - Gib Irons - Randy Smith - Sam Silverman - Jonathan Farber P.S. Who’s been your favorite investing mentor? Tag them below so we know who to follow!

2 years ago, I missed out on a promised $20k depreciation tax break. Here are 3 questions to ask, to make sure you don’t make this same mistake: In Oct 2022, I invested in a retail conversion project in downtown Denver. The building was bought for a discount, and already negotiated a 30-year tenant contract. All that was necessary was to renovate the building. After it checked all of my boxes: - 5+ years experience - Previous success with exact strategy - Business I could understand I learned there was also a 100% bonus depreciation advertised the year we made our investment. Not the sole reason I chose to invest, but definitely a good bonus. All continues well, and I end up investing in the deal. Jan 2023 rolls around and I get this email: “Though we are under construction, the IRS code suggests that your investment has not been "placed into service" and as such we will not be filing a tax return for 2022, meaning you will not be receiving at K1 for 2022.” Obviously, I didn’t know enough about depreciation and construction schedules. I realized it's essential to ask the right questions before investing, especially with construction, where delays can really affect your financial plans. Here are 3 depreciation questions I’ve started asking for these types of opportunities: 1- When do you expect to complete construction & put the building into service?? 2- What percentage of my investment should I expect to receive in depreciation my first year? 3- Can you provide me the excel sheet that breaks down how you came up with your depreciation projections? Considering all these aspects can make a huge difference in your tax planning & investment strategy. Make sure you ask the right questions to get the important information you need to make well-informed choices. Have any further queries? Feel free to message me, I'm happy to help.