loader from loading.io

Ep. 412: Gain a Strong Foundation in 1031 Exchanges with Matthew J. Nielsen

The Jason and Pili Project

Release Date: 10/22/2019

Ep. 469: Power Mommas Have NO EXCUSES. Elisa Zhang Makes it Happen. show art Ep. 469: Power Mommas Have NO EXCUSES. Elisa Zhang Makes it Happen.

The Jason and Pili Project

Mothers of Multifamily: Elisa Zhang made no excuses when she got back from a trip and realized her young baby missed her terribly. This breastfeeding super Momma made a series of posts that caught my eye. She took her baby on a weekend business trip WITH HER SON.

info_outline
Ep. 468: Make More Money with Water Conservation Strategies with Anselmo Torres and Kelly Stinson show art Ep. 468: Make More Money with Water Conservation Strategies with Anselmo Torres and Kelly Stinson

The Jason and Pili Project

Make More Money with Water Conservation Strategies with Anselmo Torres and Kelly Stinson

info_outline
Ep. 467: Raising Leaders: Lead By Example  show art Ep. 467: Raising Leaders: Lead By Example

The Jason and Pili Project

In this excerpt from our incredible interview with Sunmarie and Sunny Burns of Famvester we talk about raising our children and leading by example.

info_outline
Ep 102: Leading by Example and Raising Leaders show art Ep 102: Leading by Example and Raising Leaders

The Jason and Pili Project

In this excerpt from our incredible interview with Sunmarie and Sunny Burns of Famvester we talk about raising our children and leading by example.

info_outline
Ep. 101: Single Mom to Multifamily Mentor Maven show art Ep. 101: Single Mom to Multifamily Mentor Maven

The Jason and Pili Project

Former Certified Financial Planner Edna discovered the power of real estate in 2007. Since then Edna and her husband Warren have amassed a $60M Real Estate Portfolio primarily multi-family and primary with OPM (Other Peoples Money).

info_outline
Ep. 100: 75 Hard: Failing Forward show art Ep. 100: 75 Hard: Failing Forward

The Jason and Pili Project

In this excerpt from our incredible interview with Sunmarie and Sunny Burns of Famvester we dig into our 75 Hard Journey.

info_outline
Ep. 99: Embracing the Imbalance: Motherhood and Business with Jillian Sidoti show art Ep. 99: Embracing the Imbalance: Motherhood and Business with Jillian Sidoti

The Jason and Pili Project

Jillian Sidoti, Esq. | Founding Partner of Crowdfunding Lawyers, CCIM, Author, Public Speaker, Teacher, Mentor

info_outline
Ep. 98: Having NO Excuses and Living a Life of ACTION with Andresa Giudelli show art Ep. 98: Having NO Excuses and Living a Life of ACTION with Andresa Giudelli

The Jason and Pili Project

You want ACCOUNTABILITY? You want a Mama who tells it to you straight? You NEED to watch my interview with Andresa Guidelli of the Real Estate InvestHER NATION!!! She drives home having proper accountability, taking action and ABOVE ALL... Having NO EXCUSES!

info_outline
Ep. 463: How to Scale From 1M to 17M in Assets Under Management show art Ep. 463: How to Scale From 1M to 17M in Assets Under Management

The Jason and Pili Project

Kyle Mitchell is a real estate entrepreneur who has a focus on Multifamily Syndication and currently has $17MM in assets under management. He is the Managing Partner and Co-Founder of Limitless Estates, who’s vision is to provide A class living to lower income housing by putting the residents first and instilling a sense of community while inspiring others to do the same. 

info_outline
Ep. 97: Creating Intentionality - Doing What You Say When No One Is Looking show art Ep. 97: Creating Intentionality - Doing What You Say When No One Is Looking

The Jason and Pili Project

Thank you so much for listening! WE ARE SO GRATEFUL!!!! 

info_outline
 
More Episodes

Click Here To Listen Full Episode of the Podcast 

Matthew J. Nielsen - Managing Director, Stonecrest Partners 

            Matthew Nielsen is a 20+ year veteran of the investment services industry, serving high net worth individuals in a family office environment. Matt brought The Household Endowment Model to Stonecrest Partners which emphasizes the use of alternative investments to an individual’s investment portfolio including but not limited to, private real estate. Matt also specializes in the unique issues facing professional athletes and entertainers. He holds FINRA Series 6, 7, 63 and 66 licenses as well as insurance licenses in multiple states. Matt has extensive experience with Professional Athlete Disability Insurance in multiple sports and works with many of the nation’s top thoroughbred jockeys. Matt is based out of our Ridgewood, NJ office and resides in Bergen County, NJ. 

Additional info on the Delaware Statutory Trust:

 The DST is a passive investment that most commonly serves as a replacement property in a 1031 transaction. Top reasons an investor would use a DST

 

  1. To go from an active role (landlord) in a property to a passive role. The DST sponsor handles the management responsibilities of the property. Investor’s only role is collecting a check.
  2. List as a “back-up” in the first 45 days of a 1031. Investor may have identified an asset that they want to actively manage but are continuing due diligence and financing after the 45 day mark. Listing a DST at no cost as a back-up ensures the execution of the 1031 exchange if there first option cannot close for whatever reason.
  3. The Boot – the boot is the leftovers in a 1031 exchange. An investor sells a property for a $1 million and buys a replacement property for $900k. The $100k (boot) can be placed in a DST and the whole $1 million can be in the 1031 exchange.
  4. An active buyer identifies a property they would like to purchase but the owner (usually elderly owner) of that property cannot sell due to capital gain tax. The active buyer or his/her real estate agent can educate the property owner of the benefits of a 1031 exchange into a DST where the defer the capital gains tax but no longer have to be an active owner.

 

Our background is in investing for high net worth individuals and building portfolios of stocks, bonds and alternative investments which often includes private real estate. When we work with a investor in a 1031 exchange we will build a portfolio of DSTs that diversifies amongst asset type (multifamily, health care, self-storage, ect), geography and DST sponsor firm.

 

Get in touch with Matthew:

 

mnielsen@stonecrestpartners.com

 

Our Sponsor:

Your Capital Partner: Alpha Funding Solutions. 

Backing real estate investors since 2007 providing the best combination of pricing and leverage in the market.

Join our family of 1k plus successful and happy investors. Let our team provide options on you next deal or reach out to discuss your future needs and strategy.

CONNECT OR SUBMIT A DEAL: https://alphafunding.com/JandP/

--------------------------

🔥🔥Big News Ahead🔥🔥 The Multifamily Foundation Podcast🎙️is Launching in Few Days! 

Become a member of our Multifamily Foundation Facebook Group Today! 

https://www.facebook.com/groups/435752317171873/

--------------------------
Find Financial Freedom through Investing in Apartment Buildings: https://lnkd.in/gmu8-BR 
For Those Who Are Serious About Buying Large Multifamily: https://lnkd.in/g__DBpu 
--------------------------
Subscribe To Us On YouTube: http://bit.ly/2ONsX56 
Subscribe To Us on Libsyn: http://bit.ly/2JV7Xnc 
Rate This on iTunes: https://apple.co/2Xp8cjU