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Journey to Multifamily Millions - Breaking Down the Delaware Statutory Trust with Brandon Bruckman, Ep 38

Breaking Down the Delaware Statutory Trust with Brandon Bruckman, Ep 38

04/06/23 • 46 min

Journey to Multifamily Millions

Today’s guest is Brandon Bruckman, He is an investment advisor with Insight Investment Advisers, a firm that offers goal-based financial planning and innovative solutions to real estate investors looking to sell their properties while deferring taxes.

In this episode, Brandon describes his journey of learning about real estate and helping customers by drawing on his own experiences and looking for high returns,

He talks about the difficulties traditional financial advisers encounter when providing advice on real estate syndications, such as regulatory barriers and a lack of knowledge, and he emphasizes the importance of working with professional advisors.

Additionally, he does a deep dive on Delaware Statutory Trusts. A way to invest in real estate and avoid taxes that isn’t talked about nearly enough!

Episode Topics

  • [01:11] Meet our guest, Brandon Bruckman
  • [04: 52] Challenges for Advisors in Syndication Investments
  • [08: 14] Guiding Asset Owners Through Liquidation Decisions
  • [ 11:06] Deferring Capital Gains with 1031 Exchanges
  • [16:51] Strategies and Techniques for Mastering Like-Kind Exchanges
  • [20:41] Delaware Statutory Trust: Passive Investing Made Easy"
  • [25:23] Explained Considerations for Choosing the Best Investment Structure
  • [28:51] Differences Between a GP/LP Syndication and Delaware Statutory Trusts
  • [38:49] Streamlining Investors' Real Estate Investment Process
  • [42:17] What success looks like for Brandon
  • [43:41] Connecting to Brandon Bruckman

Notable Quotes

  • "Our personal connection to real estate drives us to help others navigate property investments." -Brandon Bruckman
  • "Avoiding big losses is our priority, but we found stable cash flow and non-correlation in real estate. " -Brandon Bruckman
  • "Partnering with real estate experts adds value for clients. "-Brandon Bruckman
  • "Essentially, a 1031 exchange allows an investor to defer paying taxes on the sale of a property by reinvesting the proceeds into a similar or 'like-kind' property. " -Tim Little
  • "It almost becomes a specialization at that point to where they can be that sponsor who does the Delaware Statutory Trust (DST), so they can take advantage of the scale." -Tim Little

Connect with Brandon Bruckman:

👉 Connect with Tim

Subscribe, Rate, and leave a review here 🌟
https://podcasts.apple.com/us/podcast/journey-to-multifamily-millions/id1634643497

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Today’s guest is Brandon Bruckman, He is an investment advisor with Insight Investment Advisers, a firm that offers goal-based financial planning and innovative solutions to real estate investors looking to sell their properties while deferring taxes.

In this episode, Brandon describes his journey of learning about real estate and helping customers by drawing on his own experiences and looking for high returns,

He talks about the difficulties traditional financial advisers encounter when providing advice on real estate syndications, such as regulatory barriers and a lack of knowledge, and he emphasizes the importance of working with professional advisors.

Additionally, he does a deep dive on Delaware Statutory Trusts. A way to invest in real estate and avoid taxes that isn’t talked about nearly enough!

Episode Topics

  • [01:11] Meet our guest, Brandon Bruckman
  • [04: 52] Challenges for Advisors in Syndication Investments
  • [08: 14] Guiding Asset Owners Through Liquidation Decisions
  • [ 11:06] Deferring Capital Gains with 1031 Exchanges
  • [16:51] Strategies and Techniques for Mastering Like-Kind Exchanges
  • [20:41] Delaware Statutory Trust: Passive Investing Made Easy"
  • [25:23] Explained Considerations for Choosing the Best Investment Structure
  • [28:51] Differences Between a GP/LP Syndication and Delaware Statutory Trusts
  • [38:49] Streamlining Investors' Real Estate Investment Process
  • [42:17] What success looks like for Brandon
  • [43:41] Connecting to Brandon Bruckman

Notable Quotes

  • "Our personal connection to real estate drives us to help others navigate property investments." -Brandon Bruckman
  • "Avoiding big losses is our priority, but we found stable cash flow and non-correlation in real estate. " -Brandon Bruckman
  • "Partnering with real estate experts adds value for clients. "-Brandon Bruckman
  • "Essentially, a 1031 exchange allows an investor to defer paying taxes on the sale of a property by reinvesting the proceeds into a similar or 'like-kind' property. " -Tim Little
  • "It almost becomes a specialization at that point to where they can be that sponsor who does the Delaware Statutory Trust (DST), so they can take advantage of the scale." -Tim Little

Connect with Brandon Bruckman:

👉 Connect with Tim

Subscribe, Rate, and leave a review here 🌟
https://podcasts.apple.com/us/podcast/journey-to-multifamily-millions/id1634643497

Previous Episode

undefined - A "Family First" Mindset and Strategy with Aileen Prak, Ep 37

A "Family First" Mindset and Strategy with Aileen Prak, Ep 37

Today’s guest is Aileen Prak, Aileen is a managing partner at Bonavest Capital, a real estate investment firm that helps people create passive income through real estate syndications.

She has over 10 years of experience in the Aerospace industry as the finance lead on several multi-million-dollar projects and has leveraged that experience to grow a real estate portfolio.

In this episode, Aileen shares how after becoming a parent, she shifted her priorities from prioritizing corporate employment to seeking passive income through real estate. Eventually, she started participating in real estate syndications and started making active investments.

She also touched on the advantages of working as a husband-and-wife team in real estate, the reasons why she launched a podcast, time freedom, effective time management, and also being family-first.

Episode Topics

  • [02:24] Meet our guest, Aileen Prak
  • [07: 05] Motivation for Early Podcasting and Investing
  • [10: 04] Family First: Time Freedom and Investing Journey
  • [ 13:46] Preparing for Your First Passive Investment: Due Diligence Tips
  • [20:02] Transitioning from Passive to Active Investing: Motivation and Timing
  • [21:55] Balancing Time: Strategies for Effective Time Management
  • [27:46] Spouses in Real Estate: Joint Decision or Convincing?
  • [33:25] What success looks like for Aileen
  • [34:36] Connecting to Aileen Prak

Notable Quotes

  • "Education is the foundation for building a successful future."-Aileen Prak
  • "Investing in real estate provides a path to time freedom." -Aileen Prak
  • "Staying grounded in the 'why' is crucial to staying motivated."-Tim Little
  • "Scaling up from turnkey to passive investments requires intelligent vetting." -Tim Little
  • "Educate yourself, but don't get stuck in analysis paralysis." -Aileen Prak
  • "Education builds confidence in real estate investing."-Tim Little
  • "Trust your gut, take the leap, and settle in." -Tim Little
  • "Managing time is easier when you prioritize your 'why.' Aileen Prak

Connect with Aileen Prak

👉 Connect with Tim

Subscribe, Rate, and leave a review here 🌟
https://podcasts.apple.com/us/podcast/journey-to-multifamily-millions/id1634643497

Next Episode

undefined - Tax-free Investing Through Opportunity Zones with Mike Hardy, Ep 39

Tax-free Investing Through Opportunity Zones with Mike Hardy, Ep 39

This episode’s guest is Mike Hardy, the Managing Partner of California business for Churchill Mortgage, leading a top 1% nationwide team, and overseeing 30 employees managing $500 million.

He is also the founder and principal of CYRUS Opportunity Zone Fund, where he helps investors harness the power of tax-free investing through Opportunity Zones.

In this episode, Mike shares his approach to managing debt, avoiding subprime loans, and building a network of referrals.

He introduces the benefits of investing in opportunity zones through qualified opportunity funds, which can provide significant tax benefits while revitalizing lower income areas.

He also emphasizes the importance of networking and abundance thinking to seize life's opportunities.

Episode Topics

  • [02:00] Meet our guest, Mike Hardy
  • [04: 29] Navigating the Mortgage Business through the Great Recession
  • [10: 13] Opportunity Zones - A Once in a Century Tax Play
  • [ 13:13] Opportunity Zones: Revitalizing Lower Income Areas while Maximizing Tax Benefits
  • [18:04] Opportunity Zone Fund Investment Strategy
  • [28:11] Uncovering the Streak of Genius in Every Individual
  • [32:17] Abundance Thinking and Life's Opportunities
  • [35:25] What's the One Red Flag? Every Investor Looks Out For?
  • [36:00] Debunking a Myth About Multifamily Business
  • [38:15] What success looks like for Mike
  • [40:56] Connecting to Mike

Notable Quotes

  • "It was, how do we effectively manage debt over time and grow wealth in real estate?"-Mike Hardy
  • "That was how I navigated through the great recession was by staying true to what I believed, saving my money, and then also treating people with respect." -Mike Hardy
  • "I'm a believer that every human being you meet has a streak of genius in them."-Mike Hardy
  • "Less is more...the difference between scarcity thinking versus abundance and prosperity thinking is, scarcely thinking is, I don't wanna let anything get." -Mike Hardy
  • Multifamily market right now, certainly not nearly on the same level as what happened in 2008, but things are cooling down." -Tim Little
  • "Staying true to fundamentals will keep you standing."-Tim Little

Connect with Mike Hardy:

👉 Connect with Tim

Subscribe, Rate, and leave a review here 🌟
https://podcasts.apple.com/us/podcast/journey-to-multifamily-millions/id1634643497

Journey to Multifamily Millions - Breaking Down the Delaware Statutory Trust with Brandon Bruckman, Ep 38

Transcript

[00:00:00] Brandon Bruckman: So it's really, it's always in search of what's the best thing we can find for our clients to generate great returns? It's always constantly in search of that, and that's how we stumble upon some of these opportunity

[00:00:20] Tim Little: Hello everyone and welcome to The Journey to Multifamily Millions. I'm your host, founder, and CEO of ZANA Investments, Tim Little, and on today's show we have Brandon Bruckman. Brandon is an investment advisor with Insigh

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