Achieve Wealth Real Estate Investing Podcast

Commercial Value Add Real Estate Investing for Active and Passive Investors

Wipe Out Your Taxes with Depreciation 11/20/2025

Wipe Out Your Taxes with Depreciation Podcast Description: Write Off Your Taxes with Depreciation Are you ready to unlock one of the greatest tax advantages in real estate investing? Join us as we dive into the "magic" of depreciation—the "King of All Deductions". We expose how depreciation works as a powerful legal tool that allows real estate investors to reduce their taxable income, often leading to substantial tax savings that enhance returns and boost long-term wealth. What You Will Learn in This Episode: The Power of Paper Loss: Discover how depreciation functions as a "phantom" expense or "paper deduction" for the presumed decline in value of physical structures over time, even though the property itself may be appreciating. This non-cash deduction can significantly offset your property's cash flow, potentially resulting in a taxable loss on paper while you are still receiving positive income. Government Incentives: Understand why the U.S. government "likes real estate investors". We discuss how tax laws incentivize investment in assets like commercial and residential rental properties by offering unique tax benefits not typically available to earners in salaried jobs or those investing in stocks. Accelerated Tax Strategies: We break down advanced methods used to maximize depreciation early in an investment's life: Cost Segregation: Learn how this analysis separates a property's components (like carpeting, appliances, and land improvements) from the main building structure, enabling quicker depreciation deductions over shorter recovery periods (such as 5, 7, or 15 years instead of 27.5 or 39 years). Bonus Depreciation: Find out how this rule—though currently subject to a phase-out schedule—allows for a huge deduction on certain property components, sometimes writing off 100% of the cost in Year 1. The Catch (and the End Game): Explore the concept of "depreciation recapture" which requires you to eventually pay taxes on the depreciation taken when you sell the property. However, we explain how strategies like the 1031 Exchange can defer this tax indefinitely, potentially until death, allowing your heirs to inherit the property with a "stepped-up basis," effectively eliminating the accumulated tax liability. A great tax strategy is vital for growth, allowing you to keep more money to reinvest. However, remember that tax laws are complex and always changing, so always consult a qualified CPA who specializes in helping real estate investors to ensure you properly leverage these benefits. Don't miss this crucial episode that could help transform your taxes from your biggest expense into your greatest financial ally! /episode/index/show/achievewealth/id/39051230

Why Doctors and Physicians Invest in Real Estate Syndication 11/19/2025

Why Doctors and Physicians Invest in Real Estate Syndication Doctors investing passively in real estate syndications engage in a method of investment that allows them to pool their capital with other investors to acquire and manage large commercial real estate properties, such as multifamily buildings, without undertaking the responsibilities of active ownership. This strategy is highly attractive to medical professionals because they are often "time poor," dedicating most of their time to their practices (i.e., cardiology, orthodontics, general dentistry, urologic surgery). The Role of the Doctor as a Passive Investor (Limited Partner) In a real estate syndication, the doctor acts as a Limited Partner (LP), while the organizing person or group is known as the General Partner (GP), Deal Sponsor, or Syndicator. As a passive investor, the doctor's participation is largely limited to the money they invest. The core responsibilities of a Limited Partner include: Funding the Deal: The LP's primary responsibility is contributing capital to finance the acquisition. Minimal Involvement: LPs are generally not involved in the day-to-day operations or management of the investment property. Reading financial statements or touring the property are considered passive activities and do not change the course of the deal. Reviewing Documents: Before investing, the passive investor evaluates the deal through documents like the Private Placement Memorandum (PPM) and signs the necessary investment paperwork, such as the company operating agreement and subscription agreement. Most doctors qualify to participate in these deals as Accredited Investors. An Accredited Investor generally meets one of two criteria: having an annual income of at least $200,000 ($300,000 if married) for the last two years, or having a net worth exceeding $1 million (excluding the value of their primary residence). Benefits of Passive Real Estate Syndication for Doctors Investing passively in real estate syndications provides several key advantages, particularly for high-earning medical professionals: Passive Income and Financial Freedom: The primary goal of this strategy is to generate passive income, meaning income earned without doing anything or while working their time-intensive medical jobs. This consistent cash flow helps medical professionals reach financial independence, where passive income exceeds monthly expenses, allowing them to enjoy their practice more fully. Leveraging Other People's Time and Skills: Since doctors are "time-poor", they benefit by leveraging the Deal Sponsor's time, skills, experience, contacts, and systems to source, underwrite, and manage the deal. The investor gets to "ride the coat tails" of the sponsor's relationships and good work. Tax Advantages: Real estate investments offer significant tax benefits. The value of the asset can be depreciated over time, creating a "paper loss" (asset capital depreciation) that can shelter cash flow and reduce tax liabilities on current income. When the investment is eventually sold, taxes are typically paid at a lower capital gains rate. Limited Liability: As a Limited Partner, the doctor's liability is limited to the amount of their initial investment. They are shielded from personal liability for the loan on the property, which is typically taken on by the Deal Sponsor (GP). Accountability: Deal Sponsors are strongly incentivized to be accountable and perform well because a continued supply of passive investors is the "lifeblood" of their business. Key Drawbacks and Risks While beneficial, passive syndication investing has specific disadvantages that doctors should consider: Lack of Control: Passive investors sacrifice control over the management and operational decisions of the asset. They must trust the competence and honesty of the sponsor. Illiquidity: Passive investments are generally illiquid, meaning the investor cannot quickly sell their share to access the funds, especially during the agreed-upon investment term, which often lasts 3 to 10 years. Risk Mitigation: Passive investors risk losing money if the sponsor performs poorly or if the market turns. This emphasizes the importance of performing due diligence and vetting the Deal Sponsor's track record, rather than relying solely on friendship. Passive investment is often structured using strategies like Value-Add deals, where the sponsor buys an outdated property, improves it to increase cash flow, and ultimately sells or refinances it for profit. This strategy typically offers medium risk and higher returns compared to lower-risk Core deals, which prioritize stable cash flow. To summarize, a doctor investing passively in real estate syndication is like buying a ticket on a high-speed train; they provide the capital (the ticket price) and get to enjoy the scenic financial journey (returns, tax benefits) while leveraging the expertise of the driver (the Deal Sponsor) and avoiding the demanding work of laying the tracks or running the engine. However, once the journey starts, they cannot easily jump off or dictate the route. /episode/index/show/achievewealth/id/39051480

Housing's Worst Summer Versus Unstoppable Demand 11/18/2025

Interest Rate Update Mid Nov 2025 11/17/2025

Use 1031 Exchange for Exponential Wealth Growth 11/16/2025

Use 1031 Exchange for Exponential Wealth Growth The Ultimate Tax Shield: Mastering the 1031 Exchange for Exponential Wealth Growth Are you ready to use the most powerful tax loophole available to serious real estate investors? The 1031 Exchange (also known as a "like-kind exchange" or "Starker exchange") is a game-changing strategy found in Section 1031 of the IRS tax code that allows investors to defer capital gains taxes indefinitely. This episode dives deep into the mechanism that helps investors keep the government's money working for them, accelerate compounding, and build millions in net worth. Key Takeaways from This Episode: The Power of Tax Deferral and Compounding Discover how the 1031 exchange allows you to defer paying taxes on profits and the recapture of depreciation when selling an investment property. Learn why taxes deferred until tomorrow are superior to taxes paid today, allowing you to reinvest the full gain into your next deal. By continually using the 1031 exchange, investors can put the entire profit—including the money that would have been taxed—to work, which leads to greater wealth accumulation over time. See how investors who consistently use the 1031 exchange can accumulate millions more in wealth over a 25-year period compared to those who pay taxes after every sale. Understand the "end game": taxes can be avoided altogether by holding assets until death, passing them to heirs via the "stepped-up basis," which virtually eliminates the inherited tax consequences. Strict Rules You MUST Follow To successfully execute this powerful strategy, you must adhere to the six essential rules laid out by the IRS: Like-Kind Requirement: The property sold and the replacement property must be held for investment or trade (not personal residences or properties for quick resale/flipping). You can exchange nearly any investment real estate for another, such as swapping a duplex for an apartment complex, or raw land for a rental house. Required Value: The replacement property (or properties combined) must be of equal or greater value than the relinquished property's entire sale price. If you acquire a property of lesser value, the difference, known as "boot," is subject to normal capital gains taxes. 45-Day Identification Window: You have only 45 days from the date the relinquished property closes to officially identify potential replacement deals in writing. The IRS generally allows identification of up to three potential replacement properties. 180-Day Reinvestment Period: The acquisition of the replacement property must be fully completed and the title transferred within 180 days of the sale of the original property. Qualified Intermediary (QI): You may not touch the profit from the sale. A neutral third party, known as a Qualified Intermediary or accommodator, must hold and transfer the funds to maintain the tax-deferred status. Title Requirements: The title holder (taxpayer or entity) of the relinquished property must be the same as the buyer of the replacement property. Advanced Strategies and Flexibility Learn how the 1031 exchange enables investors to shift their focus—for example, moving from high-maintenance properties to low-maintenance commercial investments like triple-net (NNN) lease properties. Discover how investors can consistently "trade up" to larger, more passive assets, such as moving equity into a multimillion-dollar shopping mall syndication. Understand that while interests in standard LLC syndications typically do not qualify for a 1031 exchange, specialized structures like Tenancy in Common (TIC) or Delaware Statutory Trusts (DSTs) can qualify as "like-kind" property for investors seeking a passive route. ⚠️ Critical Advice: The 1031 exchange is complex, and any minor error in paperwork could result in disqualification and immediate tax liability. You should always consult with a qualified tax professional before undertaking this strategy to ensure compliance and proper execution. /episode/index/show/achievewealth/id/39048505

Taxes are Map to Wealth 11/16/2025

Tax-Free Multifamily Millions With Cost Segregation Study Expert Yonah Weiss 01/21/2025

Election Aftermath: Trends and Predictions for Your City's CRE Market 12/23/2024

Tips and Tricks of Investing in Syndications using your IRA 12/04/2024

Don't Lose Your Money In A Passive Multifamily Deal (Ask This Before You Invest) 11/27/2024

Passive Real Estate Investors Need To Know This Before Filing Their 2023 Taxes! 04/03/2024

Economic Forecast and Commercial Real Estate Outlook For 2024 01/10/2024

YEAR-END TAX ERRORS THAT COULD COST REAL ESTATE INVESTORS THOUSANDS IN 2023-24! 01/08/2024

How To Make Millions By Buying And Selling Businesses While Investing In Real Estate - Part2 09/14/2023

How To Make Millions By Buying And Selling Businesses While Investing In Real Estate - Part 1 09/08/2023

Protecting Your Equity During Uncertain Times - Strategies For Today’s Challenging Investing Environment! Part-2 07/27/2023

Protecting Your Equity During Uncertain Times - Strategies For Today’s Challenging Investing Environment! Part-1 07/11/2023

From A Student To A Successful Multifamily Investor With Wayne Courreges 04/12/2023

Invest In Real Estate With A Self-Directed IRA With Zach Wilson 03/08/2023

Real Estate Syndications [What DID I LEARN after investing 20+ DEALS] 02/28/2023

Tax-Free Multifamily Millions With Cost Segregation Study Expert Yonah Weiss 02/21/2023

Infinite Banking: Build Your Own Bank with Harold McGee 02/14/2023

Economic Forecast and Commercial Real Estate Outlook For 2023 - Part 2 01/18/2023

Economic Forecast and Commercial Real Estate Outlook For 2023 - Part 2 K.C. CONWAY, CCIM, MAI, CRE Commercial Real Estate Economist and Futurist Economist and Futurist Kiernan “KC” Conway, CCIM, CRE, MAI is the mind trust behind Red Shoe Economics, LLC, an independent economic forecasting and consulting firm furthering KC’s mission as The Red Shoe Economist by providing organic research initiatives, reporting and insights on the impact of Economics within the commercial real estate industry. Conway is a frequent speaker for the Federal Reserve, FDIC, FHLB, state bank commissioners, academic groups, professional organizations, and industry associations. He previously served as chief economist for Colliers International-US. In addition to being a frequent lecturer at international conferences, Conway has consulted with major governmental agencies, most notably briefing former Federal Reserve Chairman Ben Bernanke and the Board of Governors on the burgeoning subprime lending and housing crisis and its impact on the commercial real estate industry. In this podcast K.C. CONWAY will be speaking on the below topics: 1] How Inflation Will Determine Prices? 2] GDP Is Contracting: Are We In A Recession Yet? 3] How Drought Conditions Will Create CRE Opportunities? 4] The Worst Is Yet To Come 5] What We Can Learn From The 1977-81 Inflation Era? 6] Where Are Real Estate Prices Going Next? 7] How Will Real Estate Be Impacted By The Reflation/inflation Backdrop? 8] How Can Investors Defend Their Portfolios From A Higher Inflation Environment? Don't spend another minute wondering if you should be investing! Learn how you can today!. Schedule Your Free Call To Get Started #investing #activeinvesting #investortips #passiveinvesting #activerealestateinvesting #passiverealestateinvesting #realestateinvesting #apartmentsyndication #multifamily #realestateeducation #realestateinvestingcourses #realestatetraining #realestatementor #multifamilymentor #multifamilycoach #realestateentrepreneur #achieveacademy#jameskandasamy #passiveinvestingincommercialrealestate /episode/index/show/achievewealth/id/25648788

Economic Forecast and Commercial Real Estate Outlook For 2023 - Part 1 12/27/2022

Economic Forecast and Commercial Real Estate Outlook For 2023 - Part 1 K.C. CONWAY, CCIM, MAI, CRE Commercial Real Estate Economist and Futurist Economist and Futurist Kiernan “KC” Conway, CCIM, CRE, MAI is the mind trust behind Red Shoe Economics, LLC, an independent economic forecasting and consulting firm furthering KC’s mission as The Red Shoe Economist by providing organic research initiatives, reporting and insights on the impact of Economics within the commercial real estate industry. Conway is a frequent speaker for the Federal Reserve, FDIC, FHLB, state bank commissioners, academic groups, professional organizations, and industry associations. He previously served as chief economist for Colliers International-US. In addition to being a frequent lecturer at international conferences, Conway has consulted with major governmental agencies, most notably briefing former Federal Reserve Chairman Ben Bernanke and the Board of Governors on the burgeoning subprime lending and housing crisis and its impact on the commercial real estate industry. In this podcast K.C. CONWAY will be speaking on the below topics: 1] How Inflation Will Determine Prices? 2] GDP Is Contracting: Are We In A Recession Yet? 3] How Drought Conditions Will Create CRE Opportunities? 4] The Worst Is Yet To Come 5] What We Can Learn From The 1977-81 Inflation Era? 6] Where Are Real Estate Prices Going Next? 7] How Will Real Estate Be Impacted By The Reflation/inflation Backdrop? 8] How Can Investors Defend Their Portfolios From A Higher Inflation Environment? Don't spend another minute wondering if you should be investing! Learn how you can today!. Schedule Your Free Call To Get Started #investing #activeinvesting #investortips #passiveinvesting #activerealestateinvesting #passiverealestateinvesting #realestateinvesting #apartmentsyndication #multifamily #realestateeducation #realestateinvestingcourses #realestatetraining #realestatementor #multifamilymentor #multifamilycoach #realestateentrepreneur #achieveacademy#jameskandasamy #passiveinvestingincommercialrealestate /episode/index/show/achievewealth/id/25437369

Should You Invest In Commercial Real Estate Right Now? 10/13/2022

Should You Invest In Commercial Real Estate Right Now? DR. GLENN MUELLER | GUEST SPEAKER PROFESSOR | UNIVERSITY OF DENVER, FRANKLIN L. BURNS SCHOOL OF REAL ESTATE AND CONSTRUCTION MANAGEMENT Glenn R. Mueller, Ph.D., has 45 years of real estate industry experience, including 38 years of research. He is internationally known for his market cycle research on income-producing real estate, his real estate securities analysis (REITs) research, and his public and private market investment strategies and capital markets analysis. A professor at the University of Denver’s F.L Burns School of Real Estate & Construction Management, and the academic director of the Family Office Real Estate Institute at DU, he teaches and does research in real estate market cycles, development, feasibility, investments, and real estate capital markets (Institutions, REITs & CMBS). He has published 100+ research articles and 110+ quarterly issues of his Real Estate Market Cycle Reports. He is also the Real Estate Investment Strategist at Black Creek Group where he provides Real Estate Market Cycle Research and Investment Strategy for Black Creek’s Institutional Real Estate Investment Groups, Non-Traded, and Public REIT groups. In this video, Dr. Glenn Mueller will guide you all through: 1] How will real estate be impacted by the relation /inflation backdrop? 2] An overview of the real estate market cycles with the risk Doctor Glenn Mueller. 3] How can investor defend their portfolios from a higher inflation environment? 4] What asset classes typically have a more positive correlation with inflation? 5] Some little-known secrets for passive investors to mitigate, or even take advantage of, this economic environment? 6] How can multifamily real estate help in a rising inflation environment? Don't spend another minute wondering if you should be investing! Learn how you can today! Schedule Your Free Call To Get Started #investing #activeinvesting #investortips #passiveinvesting #activerealestateinvesting #passiverealestateinvesting #realestateinvesting #apartmentsyndication #multifamily #realestateeducation #realestateinvestingcourses #realestatetraining #realestatementor #multifamilymentor #multifamilycoach #realestateentrepreneur #achieveacademy#jameskandasamy #passiveinvestingincommercialrealestate /episode/index/show/achievewealth/id/24674520

Don't Lose Your Money In A Passive Multifamily Deal (Ask This Before You Invest) 08/03/2022

Tips and Tricks of Investing in Syndications using your IRA 06/13/2022

From Techie to Commercial Real Estate Investor With Yomesh Deliwala 10/19/2021

Advanced Capital Structures With Merrill Kaliser 10/05/2021

Raising Capital the Right Way With Bryan Ellis 09/14/2021

Achieve Wealth Real Estate Investing Podcast

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