Common Misconceptions From Passive Investors with Tom Stein - E111
Episode description
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