Wonton Wealth: Insights into Commercial Real Estate Investing & Beyond

Tanh Truong
  • 5.0 (10)
  • Investing
  • Updated Weekly

Welcome to Wonton Wealth! Embark on a journey through the dynamic world of commercial real estate investing with Tanh, your guide to unlocking the secrets of this lucrative realm. Whether you're a seasoned investor or just dipping your toes into the market, this podcast is your go-to destination for invaluable insights and expert advice. Join us as we dive into diverse topics, breaking down complex concepts into digestible nuggets of knowledge. Expect deep dives into the nuts and bolts of commercial real estate, peppered with engaging interviews that provide a 360-degree view of the industry.

  1. 2d ago

    How to Legally Minimize Taxes in Real Estate with Michael Uadiale Part 2

    In this episode, CPA Michael Uadiale shares expert insights on real estate taxation, entity structures, bonus depreciation, and strategies for ultra-wealthy entrepreneurs to optimize their tax situations legally. Discover how specialized tax planning can significantly impact your real estate investments and financial freedom. Key Topics Real estate tax code advantagesQualifying as a real estate professionalBonus depreciation and cost segregationEntity structures for asset protectionStrategies for ultra-wealthy entrepreneurs Takeaways The tax code favors real estate investors and entrepreneurs.Qualifying as a real estate professional can drastically reduce taxes.Bonus depreciation allows immediate write-offs, boosting cash flow.Proper entity structuring protects assets and optimizes taxes.Specialized CPAs can uncover hidden tax benefits. Chapters 00:00 Introduction to Real Estate Taxation 02:49 The Importance of a Real Estate CPA 05:15 Real Estate Professional Status Explained 08:09 Qualifying as a Real Estate Professional 10:30 Common Tax Mistakes in Real Estate 13:08 Understanding Bonus Depreciation 15:58 Recapture and Its Implications 18:26 Entity Structures for Real Estate Investors 24:19 Navigating Real Estate Entity Structures 27:22 Understanding Trusts in Asset Protection 31:29 Comparing Delaware Statutory Trusts and Deferred Sales Trusts 34:08 Exploring 1031 and 721 Exchanges 37:53 Strategies for Ultra-Wealthy Entrepreneurs 42:55 Staying Compliant with IRS Audits Resources: TrackNest App - https://tracknest.com Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

  2. Aug 11

    How to Legally Minimize Taxes in Real Estate with Michael Uadiale Part 1

    In this episode, CPA Michael Uadiale shares expert insights on real estate taxation, entity structures, bonus depreciation, and strategies for ultra-wealthy entrepreneurs to optimize their tax situations legally. Discover how specialized tax planning can significantly impact your real estate investments and financial freedom. Key Topics Real estate tax code advantagesQualifying as a real estate professionalBonus depreciation and cost segregationEntity structures for asset protectionStrategies for ultra-wealthy entrepreneurs Takeaways The tax code favors real estate investors and entrepreneurs.Qualifying as a real estate professional can drastically reduce taxes.Bonus depreciation allows immediate write-offs, boosting cash flow.Proper entity structuring protects assets and optimizes taxes.Specialized CPAs can uncover hidden tax benefits. Chapters 00:00 Introduction to Real Estate Taxation 02:49 The Importance of a Real Estate CPA 05:15 Real Estate Professional Status Explained 08:09 Qualifying as a Real Estate Professional 10:30 Common Tax Mistakes in Real Estate 13:08 Understanding Bonus Depreciation 15:58 Recapture and Its Implications 18:26 Entity Structures for Real Estate Investors 24:19 Navigating Real Estate Entity Structures 27:22 Understanding Trusts in Asset Protection 31:29 Comparing Delaware Statutory Trusts and Deferred Sales Trusts 34:08 Exploring 1031 and 721 Exchanges 37:53 Strategies for Ultra-Wealthy Entrepreneurs 42:55 Staying Compliant with IRS Audits Resources: TrackNest App - https://tracknest.com Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

  3. Aug 4

    Infinite Banking De-Mythed with JT Miller Part 2

    In this in-depth interview, JT Miller from Fortegic demystifies infinite banking and whole life insurance, explaining how these financial tools can provide liquidity, control, and long-term growth for entrepreneurs and investors. Discover how structured policies work, their benefits, and how to vet advisors to make informed decisions. Key Topics Infinite banking explainedWhole life vs. term insurancePolicy structuring and cash value growthLoan mechanics and arbitrage opportunitiesTax implications and estate planning Chapters 00:00 Introduction to Infinite Banking and Life Insurance 07:28 Understanding Life Insurance Types: Term vs. Permanent 09:18 Defining Infinite Banking: The Basics 10:44 The Mechanics of Infinite Banking: How It Works 15:44 The Role of Cash Value in Whole Life Policies 21:17 The Long-Term Benefits of Whole Life Policies 23:21 Skepticism Around Whole Life Insurance: Addressing Concerns 25:29 Understanding Personal Financial Goals 30:07 Infinite Banking and Whole Life Insurance 35:23 Tax Implications of Whole Life Policies 40:01 Investment Strategies of Life Insurance Companies 43:31 Final Thoughts and Resources JT Miller on LinkedIn - https://www.linkedin.com/in/jt-miller-financial/ Fortegic - https://fortegic.com/ Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

  4. Jul 28

    Infinite Banking De-Mythed with JT Miller Part 1

    In this in-depth interview, JT Miller from Fortegic demystifies infinite banking and whole life insurance, explaining how these financial tools can provide liquidity, control, and long-term growth for entrepreneurs and investors. Discover how structured policies work, their benefits, and how to vet advisors to make informed decisions. Key Topics Infinite banking explainedWhole life vs. term insurancePolicy structuring and cash value growthLoan mechanics and arbitrage opportunitiesTax implications and estate planning Chapters 00:00 Introduction to Infinite Banking and Life Insurance 07:28 Understanding Life Insurance Types: Term vs. Permanent 09:18 Defining Infinite Banking: The Basics 10:44 The Mechanics of Infinite Banking: How It Works 15:44 The Role of Cash Value in Whole Life Policies 21:17 The Long-Term Benefits of Whole Life Policies 23:21 Skepticism Around Whole Life Insurance: Addressing Concerns 25:29 Understanding Personal Financial Goals 30:07 Infinite Banking and Whole Life Insurance 35:23 Tax Implications of Whole Life Policies 40:01 Investment Strategies of Life Insurance Companies 43:31 Final Thoughts and Resources JT Miller on LinkedIn - https://www.linkedin.com/in/jt-miller-financial/ Fortegic - https://fortegic.com/ Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

  5. Jul 21

    How to Flip Land and Develop Affordable Housing with Brent Bowers

    Brent Bowers shares his journey from military service to successful land flipping and development, highlighting strategies for sourcing deals, creative financing, and the potential of manufactured homes for affordable housing solutions. Chapters 00:00 Introduction to Brent Bowers and His Journey 02:55 Transition from Military to Real Estate 05:39 Understanding Landlocked Properties 08:24 Sourcing and Selling Land Deals 11:28 Key Considerations in Land Flipping 14:18 Creative Financing Strategies 17:12 The Development of Manufactured Homes 20:10 Building a Lean Business Model 22:59 The Importance of Authenticity in Business 25:51 Future Plans and Market InsightsResources Brent's Links: YT: https://www.youtube.com/@brentlbowers TheLandSharks.com LandSharksData.com CanFind (Mailing Software) LandID (Land Deal Platform) Wholesaling Inc Podcast Instagram Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

  6. Jul 14

    The Ultimate Guide to Mobile Home Park Investing with Leo Young (Part 2)

    In this episode, Leo Young shares his extensive experience in mobile home parks and RV parks across the US, covering investment strategies, operational insights, deal sourcing, and capital raising. Learn how to navigate this unique asset class and discover tips for successful investing and management. Chapters 00:00 Introduction to Leo Young and Cornell Communities 02:51 The Appeal of Mobile Home Parks 06:06 Operational Strategies in Mobile Home Park Management 08:57 Navigating Market Misconceptions 11:52 Sourcing Deals and Data Challenges 14:54 Direct Outreach and Marketing Strategies 17:48 Underwriting and Deal Evaluation 22:15 Unique Aspects of Mobile Home Park Underwriting 26:21 Operational Strategies for Value Creation 29:04 Investment Duration and Strategy 30:05 Key Performance Indicators in Mobile Home Parks 32:16 Learning from Failures in Real Estate 34:02 Capital Raising and Investor Education 36:36 Structuring Deals with Investors 39:15 Navigating Debt and Financing Options 40:26 Engaging with Family Offices and Future Plans Leo's Links: Cornell Communities - https://cornellcommunities.com/LI: https://www.linkedin.com/in/leo-young/Instagram: https://www.instagram.com/leoyoungrealestate/https://leoyoungrealestate.com/ Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

  7. Jul 7

    The Ultimate Guide to Mobile Home Park Investing with Leo Young (Part 1)

    In this episode, Leo Young shares his extensive experience in mobile home parks and RV parks across the US, covering investment strategies, operational insights, deal sourcing, and capital raising. Learn how to navigate this unique asset class and discover tips for successful investing and management. Chapters 00:00 Introduction to Leo Young and Cornell Communities 02:51 The Appeal of Mobile Home Parks 06:06 Operational Strategies in Mobile Home Park Management 08:57 Navigating Market Misconceptions 11:52 Sourcing Deals and Data Challenges 14:54 Direct Outreach and Marketing Strategies 17:48 Underwriting and Deal Evaluation 22:15 Unique Aspects of Mobile Home Park Underwriting 26:21 Operational Strategies for Value Creation 29:04 Investment Duration and Strategy 30:05 Key Performance Indicators in Mobile Home Parks 32:16 Learning from Failures in Real Estate 34:02 Capital Raising and Investor Education 36:36 Structuring Deals with Investors 39:15 Navigating Debt and Financing Options 40:26 Engaging with Family Offices and Future Plans Leo's Links: Cornell Communities - https://cornellcommunities.com/LI: https://www.linkedin.com/in/leo-young/Instagram: https://www.instagram.com/leoyoungrealestate/https://leoyoungrealestate.com/ Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

  8. Jun 30

    From Medical Sales to Land Development: Brandon Cobb's Journey (Part 2)

    Brandon Cobb shares his journey from medical sales to land development, explaining the three phases of land development, how to identify prime land for development, and the financial aspects involved. Learn about land entitlement, deal sourcing, risk mitigation, and market outlook for residential and multifamily real estate. Chapters 00:00 Introduction to Land Development 06:03 Understanding Land Entitlement 11:50 Lessons Learned in Real Estate 17:51 Sourcing and Analyzing Land Deals 23:50 Capital Raising Strategies 29:36 Future of Land Development and Market Trends Resources ⁠⁠learnlanddevelopment.com⁠⁠⁠⁠HBG Capital⁠⁠https://www.linkedin.com/company/hbg-capital/https://www.linkedin.com/in/hbgcapital/ Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

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About

Welcome to Wonton Wealth! Embark on a journey through the dynamic world of commercial real estate investing with Tanh, your guide to unlocking the secrets of this lucrative realm. Whether you're a seasoned investor or just dipping your toes into the market, this podcast is your go-to destination for invaluable insights and expert advice. Join us as we dive into diverse topics, breaking down complex concepts into digestible nuggets of knowledge. Expect deep dives into the nuts and bolts of commercial real estate, peppered with engaging interviews that provide a 360-degree view of the industry.

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