Navigating the world of real estate can be overwhelming, especially with so many unclear guidelines floating around. Instead of reaping the benefits of your investments, you might be feeling frustrated by unexpected tax obligations and uncertain about the true value of your returns. This episode dives deep into clarifying common misconceptions, offering clear insights to help you maximize your investment potential, and avoid any unpleasant surprises. You'll learn about depreciation recapture taxes, how to leverage tax losses, cost segregation and more.

Tom Stein, Director of Investor Relations at Breneman Capital, is known for his skills in real estate investment strategies and tax efficiency. Bringing clarity to complex investment misconceptions, Tom is able to provide insights on all kinds of challenges, including depreciation and 1031 exchanges. His approach is a practical one with real-world experience that aims to demystify common financial myths, providing invaluable guidance to passive investors across the board.

“It's a misconception to think that [with] these investments, you're not going to pay any taxes on them. So pay attention to how depreciation and depreciation recapture will come back.” - Tom Stein

In this episode you will learn:

• The various misconceptions surrounding real estate tax benefits, particularly around depreciation and taxes.
• How preferred returns are structured within real estate deals and why they are not guaranteed.
• The limitations of utilizing passive losses from real estate investments against active income.
• Challenges associated with executing a 1031 exchange in a real estate syndication.
• Why growing populations do not always ensure the best real estate investment opportunities.

Resources
- Connect with Tom on Linkedin: https://www.linkedin.com/in/tom-stein-2b311589/

This podcast was produced by the team at Zapods Podcast Agency:
https://www.zapods.com

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Breneman Capital: https://www.breneman.com
Investor List: https://www.breneman.com/invest
Passive RE Investor Guidebook: https://www.breneman.com/downloads
Connect with Drew on LinkedIn: https://www.linkedin.com/in/drewbreneman

If navigating the complexities of real estate investing leaves you feeling confused and uncertain, you're not alone! Many passive investors struggle with understanding the processes and financial requirements involved, resulting in missed opportunities and potential losses. You might feel discouraged by the learning curve instead of empowered to make informed investment decisions.

In this episode, we answer some of the most commonly asked questions we get from passive investors in real estate. You'll learn how the process works, what happens if a deal doesn't end up happening, and how to put your best foot forward, guiding you toward becoming a successful, confident investor.

Tom Stein serves as the Director of Investor Relations at Breneman Capital, where he has played a pivotal role since 2019. Tom's expertise in managing investor communications and syndication deals has contributed to Breneman Capital's growth and success. Known for his practical insights and comprehensive knowledge in real estate investments, Tom’s approach focuses on ensuring investor satisfaction and transparency. Through his work, he continues to facilitate high-yield, tax-efficient investment opportunities, guiding investors through the real estate landscape with precision.

“We make more money as you make more money. It's quite simple. And it aligns interest.” - Tom Stein

In this episode you will learn:

• The detailed investment process at Breneman Capital, including the timeline from contract to close and the communication methods with investors.
• Essential legal documents involved in investing, such as the Private Placement Memorandum, Operating Agreement, and Subscription Agreement.
• The accreditation requirements for investors and the significance of ensuring compliance with SEC regulations.
• The tax advantages of real estate investments, including depreciation, interest deductions, and 1031 exchanges.
• The structure and benefits of using LLCs for real estate investments to isolate financial risks and manage properties effectively.
• Key insights into the fee structure and deal strategy at Breneman Capital, emphasizing alignment of interests between investors and sponsors.

Resources

• Connect with Tom on Linkedin: https://www.linkedin.com/in/tom-stein-2b311589/

This podcast was produced by the team at Zapods Podcast Agency:
https://www.zapods.com

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Breneman Capital: https://www.breneman.com
Investor List: https://www.breneman.com/invest
Passive RE Investor Guidebook: https://www.breneman.com/downloads
Connect with Drew on LinkedIn: https://www.linkedin.com/in/drewbreneman

Are you struggling to navigate the complexities of real estate investment strategies and secure consistent, reliable returns? Whether you're finding it challenging to identify lucrative deals, dealing with the pressures of managing property expenses, or unsure about how to balance risk and reward in an ever-changing market, these frustrations are common among investors.

This episode features Drew Breneman's appearance on Cash Flow Connections Real Estate Podcast with Hunter Thompson and Tyler Lyons, where Drew delves into the intricacies of real estate investment, offering insights to overcome these obstacles and achieve stable, long-term success. Hear about how Breneman Capital uses technology and data for market selection, underwriting property performance, the impacts on their investment strategies and some of Drew’s experiences in his recent capital raises.

“Using today's data, and then what happened the last 20 years to know what moves the model, we can then predict… the next one and two years.” - Drew Breneman

In this episode you will learn:

• About the core plus strategy and its benefits compared to older, value-add properties.
• Investment preferences focusing on safer returns of 12-13% over high-risk strategies aiming for 15-16%.
• Value-add strategies, including rent adjustments and amenity packages.
• How Drew and his team utilize underwriting data and detailed historical expense tracking to evaluate deals accurately.
• Insights into market conditions and predictions, accounting for short-term challenges and long-term trends.
• Resources
• Listen to the original episode: https://podcasts.apple.com/us/podcast/using-technology-to-gain-a-competitive-advantage-e828-tt/id1193877994?i=1000650510182

This podcast was produced by the team at Zapods Podcast Agency:
https://www.zapods.com

----------

Breneman Capital: https://www.breneman.com
Investor List: https://www.breneman.com/invest
Passive RE Investor Guidebook: https://www.breneman.com/downloads
Connect with Drew on LinkedIn: https://www.linkedin.com/in/drewbreneman