The Common Questions We Get From Passive Investors with Tom Stein

How does one effectively navigate the complexities of real estate investing without falling prey to the common pitfalls of the industry? What steps can investors take to ensure they are making well-informed decisions that protect their financial interests and maximize returns?

Tom Stein, Director of Investor Relations at Breneman Capital, joins today's podcast to delve into these critical questions. Tom’s journey has led him to a significant role in helping manage hundreds of millions in investment property. His persistence and expertise have been instrumental in Breneman Capital’s success since 2019.

In this episode, Drew and Tom break down the essential components of successful real estate investing—from understanding legal documents like Private Placement Memorandums and Operating Agreements, to the importance of investor accreditation and risk management. You'll learn about Breneman Capital’s investment process, the tax-efficient strategies in real estate, and why direct syndication deals can offer unique advantages. Whether you're a seasoned investor or just starting out, this episode provides useful insights to refine your investment strategies.

Resources:
Connect with Tom on Linkedin:   / tom-stein-2b311589  

Key moments:
00:00 Introduction
03:21 Facilitating syndication deals
08:43 What happens when a deal doesn't close?
10:20 Deal structure
14:32 Verification process
16:34 LLC ownership tax benefits
21:22 Tax misconceptions
24:22 1031 exchanges
26:00 Dropping and swapping
31:02 Accruing interest on unpaid returns
31:58 Waterfall
35:25 Focusing on deals

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:   / drewbreneman