Mastering Real Estate Investing Through Strategy & Tax Advantages — Brian Davis & Josh Smith, MI

01/23/24 • 35 min

In this episode of the Neighborhood Realtor Podcast, we delve into effective tax strategies for real estate investment with our guests, real estate guru Brian Davis from Spark Rental, and seasoned investor Josh Smith of the Fulton Group.
Brian opens the discussion with insights from his article "7 Ways to Avoid Taxes on Real Estate Investments." He highlights the 1031 exchange, a tax-deferring strategy for property sales, and shares his shift towards 'lazy 1031 exchanges' in passive investments, emphasizing the benefits of depreciation write-offs.
We then move into discussing the advantages of Roth self-directed IRAs, which allow for tax-free growth in diverse real estate investments.
The episode is a treasure trove of tips for minimizing taxes in real estate, making it a must-listen for investors and real estate professionals at all levels. Tune in to uncover the secrets of navigating real estate taxes with Brian Davis and Josh Smith, here on the Neighborhood Realtor Podcast.
None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will Neighborhood Loans. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained.
The Neighborhood Realtor is proudly sponsored by Treadstone Funding and Neighborhood Loans. For more tangible tips in real estate marketing, check out Matt's book, The Tangible Action Guide for Real Estate Marketing available on Amazon.
🔑 Treadstone Funding: https://www.treadstonemortgage.com/
🔑 Neighborhood Loans: https://neighborhoodloans.com
🔑 Real Estate Marketing Guide: https://www.amazon.com/TAG-Tangible-Action-Guide-Marketing/dp/1698339747
📲 Learned something new, or have a suggestion? Message Matt Muscat on Instagram!
🏛️ Treadstone Funding propelled by Neighborhood Loans NMLS 222982 “Illinois Residential Mortgage Licensee No. MB.6759826. neighborhoodloans.com/licensing/ For licensing information, go to www.nmlsconsumeraccess.org”

Previous Episode

Squeeze the Orange, Become the Godfather in Your Market — Nate Martinez, AZ

Experience trumped all in today’s episode — our hosts and guests had a combined 75 years of experience in Real Estate, and our guest Nate Martinez with RE/MAX explained not only how he built a sustainable business but also provides tips for longevity in an industry where the only constant is market volatility.
The conversation covers the importance of mindset and consistency in the real estate industry. It highlights the success of agents who are committed to doing the work and executing their strategies. The topics discussed include the power of mindset, the effectiveness of open houses, the benefits of farming, and the value of building relationships through agent referrals. The key takeaway is that success in real estate requires a positive mindset, consistent effort, and a commitment to building relationships and providing value to clients and fellow agents.
Connect with Nate Online: https://the-nate-martinez-team-glendale-az.remax.com/

The Neighborhood Realtor is proudly sponsored by Treadstone Funding and Neighborhood Loans. For more tangible tips in real estate marketing, check out Matt's book, The Tangible Action Guide for Real Estate Marketing available on Amazon.
🔑 Treadstone Funding: https://www.treadstonemortgage.com/
🔑 Neighborhood Loans: https://neighborhoodloans.com
🔑 Real Estate Marketing Guide: https://www.amazon.com/TAG-Tangible-Action-Guide-Marketing/dp/1698339747
🔑 Connect with Josh May: https://marketgrandrapids.com/

📲 Learned something new, or have a suggestion? Message Matt Muscat on Instagram!
🏛️ Treadstone Funding propelled by Neighborhood Loans NMLS 222982 “Illinois Residential Mortgage Licensee No. MB.6759826. neighborhoodloans.com/licensing/ For licensing information, go to www.nmlsconsumeraccess.org”

Next Episode

Real Estate Smoke & Mirrors, and the 4:30 Psycho Challenge — Ron Howard, MD

In this episode, Josh May and Matt chat with Ron Howard, the dynamic leader of the Greatest Moves Team at RE/MAX Advantage Realty, who has been making waves and creating community in Central Maryland's real estate market since 2005. With nearly a billion in sales, Ron and his team have achieved the rare feat of combining top-tier sales performance with unparalleled customer satisfaction, as reflected in their Zillow reviews.
Ron's journey in real estate began with a series of successful property flips, laying the foundation for his illustrious career. His unique background in sales, IT, video production, and networking has empowered him to harness the power of AI for SEO.
Beyond his professional achievements, Ron is deeply committed to the Baltimore community, serving on boards and committees of respected non-profits and tirelessly working towards its betterment. His approach to real estate is not just about transactions but fostering community growth and support.
Listeners will gain insights into Ron's market trend analyses, property valuation, and his strategic negotiating tactics that ensure the best outcomes for his clients. We'll also dive into his bestselling book, "Create Demand and Stop Chasing Business," which has been a game-changer in the real estate industry, and hear about his founding of the 4:30 psycho challenge, showcasing his dedication to both professional and personal excellence.
Join us as Ron Howard shares his wealth of knowledge, experiences, and the keys to his success in Baltimore's competitive real estate landscape. Whether you're a home buyer, seller, or fellow real estate professional, this episode is packed with valuable insights that you won't want to miss.
See Ron Howard's books on Amazon, or Connect with Josh May
The Neighborhood Realtor is proudly sponsored by Treadstone Funding and Neighborhood Loans. For more tangible tips in real estate marketing, check out Matt's book, The Tangible Action Guide for Real Estate Marketing available on Amazon.
🔑 Treadstone Funding: https://www.treadstonemortgage.com/
🔑 Neighborhood Loans: https://neighborhoodloans.com
🔑 Real Estate Marketing Guide: https://www.amazon.com/TAG-Tangible-Action-Guide-Marketing/dp/1698339747
📲 Learned something new, or have a suggestion? Message Matt Muscat on Instagram!
🏛️ Treadstone Funding propelled by Neighborhood Loans NMLS 222982 “Illinois Residential Mortgage Licensee No. MB.6759826. neighborhoodloans.com/licensing/ For licensing information, go to www.nmlsconsumeraccess.org”

The Neighborhood Realtor - Mastering Real Estate Investing Through Strategy & Tax Advantages — Brian Davis & Josh Smith, MI

Transcript

(upbeat music) - So you can keep pocketing that equity. Your tenants keep paying down the mortgage for you, but you never sell, you keep the asset. Hopefully you have a little bit of cash flow from it. And you never owe capital gains taxes.
(...)
(upbeat music) - Just a disclaimer before we start today's episode. The content on today's show involves taxes and financial advice. The information given should be taken as a starting off point and questions to ask your CPA or qualified tax adv