VestCapital Podcast

Tanner Wideriksen
VestCapital Podcast

Tanner Wideriksen sits square as the founder and managing partner of VestCapital. He places a high value on building the real estate investment and development firm with an entrepreneurial approach, having started and scaled 3 businesses since college, pushing through adversity with limited resources and executing the company are part of his DNA. His primary roles at VestCap are predicated on; structuring investment offerings, development strategies, capital management, investor relations, civil/architectural design, municipality entitlements, risk management and growing assets under management. Leading with authenticity and passion, Tanner has successfully executed and engineered over 27 real estate investment offerings raising both debt and equity with a meaningful aggregate retail finish value, all while mitigating investor risk and meeting or exceeding projected returns in both the residential and commercial real estate arena. Tanner resides in Camas, WA and enjoys exploring the Pacific Northwest with his wife and 2 kids, catching the lates MMA/UFC event and golfing.

Épisodes

  1. 30 OCT.

    007: Tax Strategies for Real Estate Investment Success

    In this episode, we explore a fireside chat with Trevor, a CPA specializing in real estate and construction, discussing tax strategies and investment considerations for high-net-worth individuals and real estate investors. 1. Trevor's Professional Background**   - Started career in the Bay Area with a focus on high-net-worth individuals   - Specialized in construction and real estate taxation   - Established his own CPA firm after 10 years of strategic learning   - Currently based in the Lake Oswego area2. Tax Strategies for High-Net-Worth Individuals**   - Basic strategies include 401(k) deferrals   - Advanced options like SEP plans with up to $66,000 deduction   - Cash balance plans for larger deductions   - Real estate investment strategies including self-rental arrangements   - Material participation real estate professional classification benefits3. Real Estate Investment Considerations**   - Benefits of portfolio diversification through real estate   - K-1 partnership structure explanation   - Tax advantages through depreciation and bonus depreciation   - Importance of strategic planning for taxable events   - Value of clear communication between sponsors and investors regarding hold periods and projected returnsThis episode provides valuable insights for business owners and investors looking to optimize their tax strategy through real estate investment while highlighting the importance of professional guidance in structuring these investments.

    14 min
  2. 2 SEPT.

    006: The Origin and Modern Practice of Carried Interest in Investments

    In this episode, we explore the historical origins of the carried interest role, dating back to the Renaissance era, and how VestCapital adopts a similar approach today. By aligning its risk profile with investors through profit-sharing structures, VestCapital ensures mutual success, drawing parallels between the investment strategies of Venetian sailors and modern real estate funding.   Investment Deal Structure at VestCapital VestCapital structures its investment deals to align the interests of both the company and its investors. The approach ensures that when VestCapital performs well, the investors also see benefits. This alignment of interests aims to "rise all ships," fostering mutual success. Historical Origin of the Standard Carried Interest Role The concept traces back to the 16th century during the Renaissance era. Venetian investors provided capital to sailors who undertook risky voyages to purchase and trade spices. Profits were split 80/20, with 20% going to the investor, establishing an early model for shared profits. Parallels Between Renaissance Investment and Modern Practices Just as Venetian investors backed entrepreneurs in risky ventures, VestCapital backs modern entrepreneurs by providing necessary capital. The 80/20 profit split model is mirrored in VestCapital's approach to aligning with investors' goals. This method of structuring deals ensures that both parties share in the risks and rewards of the investment.

    3 min
  3. 14 AOÛT

    002: Real Estate Capital Stack

    In real estate, the capital stack refers to the hierarchy of financial layers or types of capital that are used to finance a property investment. Each layer in the capital stack has a different level of risk and return, with the order of the layers representing the priority of payment. Here’s a breakdown of the main components of the capital stack: Senior Debt: Position in Stack: Bottom layer Description: This is usually the primary loan or mortgage financing provided by a commercial bank or other traditional lender. It has the lowest risk because it's secured by the property itself, meaning the lender can take possession of the property if the borrower defaults. Return: Typically the lowest return (interest rate) due to the lower risk. Payment Priority: First in line to be paid. Mezzanine Debt: Position in Stack: Above senior debt, but below equity. Description: This is a secondary layer of debt that carries more risk than senior debt but less than equity. Mezzanine lenders do not have a claim on the property itself but may have rights to the borrower’s equity in the property if there is a default. This type of debt is often used when the senior lender restricts the amount of senior debt. Return: Higher interest rates than senior debt due to increased risk. Payment Priority: Paid after senior debt but before equity. Preferred Equity: Position in Stack: Above mezzanine debt, but below common equity. Description: Preferred equity investors are equity holders with a preferred position over common equity holders. They receive returns after all debt obligations are satisfied but are typically promised a minimum return before common equity holders are paid. Return: Higher than mezzanine debt, often fixed, with less risk compared to common equity. Payment Priority: After all debt, before common equity. Common Equity: Position in Stack: Top layer. Description: Held by the sponsor of the real estate deal and potentially other equity investors, common equity holders take on the most risk since they are the last to be paid. However, they also have the highest potential upside if the investment performs well, as they are entitled to all remaining profits after everyone else in the capital stack has been paid. Return: Potentially the highest, but with the most risk. Payment Priority: Last in line to be paid. The capital stack structure is important for understanding the risk and return profile of an investment and how different investors or lenders are positioned in terms of priority for repayment.

    6 min

Notes et avis

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À propos

Tanner Wideriksen sits square as the founder and managing partner of VestCapital. He places a high value on building the real estate investment and development firm with an entrepreneurial approach, having started and scaled 3 businesses since college, pushing through adversity with limited resources and executing the company are part of his DNA. His primary roles at VestCap are predicated on; structuring investment offerings, development strategies, capital management, investor relations, civil/architectural design, municipality entitlements, risk management and growing assets under management. Leading with authenticity and passion, Tanner has successfully executed and engineered over 27 real estate investment offerings raising both debt and equity with a meaningful aggregate retail finish value, all while mitigating investor risk and meeting or exceeding projected returns in both the residential and commercial real estate arena. Tanner resides in Camas, WA and enjoys exploring the Pacific Northwest with his wife and 2 kids, catching the lates MMA/UFC event and golfing.

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