99 episodes

Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners.

Our episodes generally run 10-20 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode.

Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.

Check us out at www.TheRealEstateCPA.com for more free content and information.

Enjoy!

The Real Estate CPA Podcast The Real Estate CPA

    • Business
    • 5.0, 138 Ratings

Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners.

Our episodes generally run 10-20 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode.

Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.

Check us out at www.TheRealEstateCPA.com for more free content and information.

Enjoy!

    102. Achieving Financial Freedom Through Real Estate Investing with Leti & Kenji of Semi-Retired MD

    102. Achieving Financial Freedom Through Real Estate Investing with Leti & Kenji of Semi-Retired MD

    In this episode, we're joined by Leti & Kenji of Semi-Retired MD, where they help liberate physicians from the clinical grind one real estate property at a time. On today's show, we discuss how they achieved financial freedom through buy and hold real estate, the tax strategies they use to minimize taxes and help grow their portfolio, mindset, the struggles physicians face in the world today, and how their platform helps others achieve financial freedom.

    Learn more about Leti, Kenji, and Semi-Retired MD: https://semiretiredmd.com/

    Here's our special report summarizing the COVID-19 legislation: https://hubs.ly/H0nWXV40

    We have created a Slack community for real estate investors to share ideas on how to protect their business and investments and to stay up to date on the laws and best practices as the coronavirus progresses. The community already has over 800 members and some great conversations are taking place: visit https://join.slack.com/t/cashflowcommuni…A59g~nnmkGfb58BNw to join!

    For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: https://www.therealestatecpa.com/the-ultimate…te-investors

    To sign up for our Virtual Workshops visit: https://www.therealestatecpa.com/virtual-workshop/

    Subscribe to our YouTube channel: https://www.youtube.com/c/therealestatecpa

    Like us on Facebook
    https://www.facebook.com/realestatecpa/

    • 47 min
    101. Using 1031 Exchanges and 721 Exchanges (UPREITs) to Acquire Shares of a REIT with Warren Thomas

    101. Using 1031 Exchanges and 721 Exchanges (UPREITs) to Acquire Shares of a REIT with Warren Thomas

    In this episode, we're joined by Warren Thomas, a CPA and professional with extensive experience in estate planning, financial planning, and real estate advisory services. He is currently a managing partner at Exchange Right, a company that provides real estate investments that target secure capital, stable income, and strategic exits in order to protect and grow wealth. Today we discuss an exit strategy called a Section 721 Exchange, also known as an UPREIT transaction.

    In summary, UPREIT transactions allow investors to sell their property and defer their capital gains tax by buying a fractional ownership interest in an institutional-grade property in a Delaware Statutory Trust, then using a 721 exchange to essentially acquire shares of a REIT, all while deferring capital gains tax.

    Learn more about Warren and Exchange Right: https://www.exchangeright.com/

    You can also contact Exchange Right by phone: 1-855-317-4448 or by email: info@exchangeright.com

    Here's our special report summarizing the COVID-19 legislation: https://hubs.ly/H0nWXV40

    We have created a Slack community for real estate investors to share ideas on how to protect their business and investments and to stay up to date on the laws and best practices as the coronavirus progresses. The community already has over 800 members and some great conversations are taking place: visit https://join.slack.com/t/cashflowcommuni…A59g~nnmkGfb58BNw to join!

    For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: https://www.therealestatecpa.com/the-ultimate…te-investors

    To sign up for our Virtual Workshops visit: https://www.therealestatecpa.com/virtual-workshop/

    Subscribe to our YouTube channel: https://www.youtube.com/c/therealestatecpa

    Like us on Facebook
    https://www.facebook.com/realestatecpa/

    • 28 min
    100. How Reverse and Improvement 1031 Exchanges Can Offer Flexibility with Tom and Andrew Gustafson

    100. How Reverse and Improvement 1031 Exchanges Can Offer Flexibility with Tom and Andrew Gustafson

    In this episode, we're joined by Tom and Andrew Gustafson of Atlas 1031 Exchange. Atlas 1031 provides qualified intermediary services to accommodate and facilitate simple and complex 1031 exchanges.

    Today we discuss the aspects of reverse 1031 exchanges, a strategy that allows you to acquire a replacement property prior to selling the property you wish to exchange, improvement exchanges, and the impact the Coronavirus crisis has had on 1031 exchange timelines.

    Learn more about Tom and Andrew: https://atlas1031.com/

    Here's our special report summarizing the COVID-19 legislation: https://hubs.ly/H0nWXV40

    We have created a Slack community for real estate investors to share ideas on how to protect their business and investments and to stay up to date on the laws and best practices as the coronavirus progresses. The community already has over 800 members and some great conversations are taking place: visit https://join.slack.com/t/cashflowcommuni…A59g~nnmkGfb58BNw to join!

    For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: https://www.therealestatecpa.com/the-ultimate…te-investors

    To sign up for our Virtual Workshops visit: https://www.therealestatecpa.com/virtual-workshop/

    Subscribe to our YouTube channel: https://www.youtube.com/c/therealestatecpa

    Like us on Facebook
    https://www.facebook.com/realestatecpa/

    • 39 min
    99. Keys to Sound Lease Agreements and the Impact of the Coronavirus Crisis on Leases with Ron Rohde

    99. Keys to Sound Lease Agreements and the Impact of the Coronavirus Crisis on Leases with Ron Rohde

    In this episode, we're joined by Ron Rohde. Ron is a Dallas-based real estate attorney who specializes in all aspects of transactional residential real estate. He advises his clients on LLC formation, residential leases, short-term rentals, contractor disputes, lien issues, and much more.

    In today's episode, we discuss the various aspects of residential lease agreements, how lease agreements are being impacted by COVID-19, what Ron's clients are doing to mitigate vacancy during this crisis, and a lot more!

    Learn more about Ron and his work: https://ronaldrohdelaw.com/

    Here's our special report summarizing the COVID-19 legislation: https://hubs.ly/H0nWXV40

    We have created a Slack community for real estate investors to share ideas on how to protect their business and investments and to stay up to date on the laws and best practices as the coronavirus progresses. The community already has over 800 members and some great conversations are taking place: visit https://join.slack.com/t/cashflowcommuni…A59g~nnmkGfb58BNw to join!

    For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: https://www.therealestatecpa.com/the-ultimate…te-investors

    To sign up for our Virtual Workshops visit: https://www.therealestatecpa.com/virtual-workshop/

    Subscribe to our YouTube channel: https://www.youtube.com/c/therealestatecpa

    Like us on Facebook
    https://www.facebook.com/realestatecpa/

    • 39 min
    98. From Single Asset Syndications to a Blind Pool Fund with Dual City Investments

    98. From Single Asset Syndications to a Blind Pool Fund with Dual City Investments

    In this episode, we're joined by Keith Nelson and Michael Migliaccio, co-founders of Dual City Investments, a real estate investment company.

    In today's episode, we discuss how Keith and Mike started Dual City, how they went from single asset syndications to a fund structure, the different asset classes in their fund, their response to the COVID-19 crisis, and much more.

    Learn more about Dual City Investments: https://www.dualcityinvestments.com/team

    Here's our special report summarizing the COVID-19 legislation: https://hubs.ly/H0nWXV40

    We have created a Slack community for real estate investors to share ideas on how to protect their business and investments and to stay up to date on the laws and best practices as the coronavirus progresses. The community already has over 800 members and some great conversations are taking place: visit https://join.slack.com/t/cashflowcommuni…A59g~nnmkGfb58BNw to join!

    For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: https://www.therealestatecpa.com/the-ultimate…te-investors

    To sign up for our Virtual Workshops visit: https://www.therealestatecpa.com/virtual-workshop/

    Subscribe to our YouTube channel: https://www.youtube.com/c/therealestatecpa

    Like us on Facebook
    https://www.facebook.com/realestatecpa/

    • 26 min
    97. From Stock Adviser to Real Estate Mogul and the State of Financial Markets w/ Matt Argersinger

    97. From Stock Adviser to Real Estate Mogul and the State of Financial Markets w/ Matt Argersinger

    In this episode, we're joined by Matt Argersinger. Matt is a former stock adviser who is now the lead adviser for The Motley Fool's Mogul and Millionacres platform, where he helps members find today's best real estate investment opportunities.

    We discuss how went from a stock adviser to lead advisor for The Motley Fool real estate program, how he analyzes investment opportunities, portfolio allocation, and his opinion on the current state of the financial markets during this Coronavirus crisis.

    Learn more about Matt and his work: https://www.fool.com/millionacres/

    Here's our special report summarizing the COVID-19 legislation: hubs.ly/H0nWXV40

    We have created a Slack community for real estate investors to share ideas on how to protect their business and investments and to stay up to date on the laws and best practices as the coronavirus progresses. The community already has over 800 members and some great conversations are taking place: visit join.slack.com/t/cashflowcommuni…A59g~nnmkGfb58BNw to join!

    For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: www.therealestatecpa.com/the-ultimate…te-investors

    To sign up for our Virtual Workshops visit: www.therealestatecpa.com/virtual-workshop/

    Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

    Like us on Facebook
    www.facebook.com/realestatecpa/

    • 32 min

Customer Reviews

5.0 out of 5
138 Ratings

138 Ratings

AvrilRyan15 ,

Great job - lot of value add - great hosts/guests and to the point

Keep up the great work!

Clarisse Gomez ,

Awesome Podcast!!!

The hosts of The Real Estate CPA podcast, highlights all aspects of real estate, investing and more in this can’t miss podcast! The hosts and expert guests offer insightful advice and information that is helpful to anyone that listens!

JoshCrist ,

Entertaining, insightful and actionable! 🙌

Whether you’ve just started building your portfolio, are an experienced investor or have a desire to develop the skills needed to become a successful member of the REI community - this is a must-listen podcast for you! Brandon and Thomas do an incredible job leading honest conversations that cover a huge breadth of topics related to the critical ins and outs of real estate investing that every serious investor should know. Highly recommend listening and subscribing!

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