S7E3 - Using Strategy and Investments to Manage Taxes

The U.S. has been facing a housing shortage for many years now, and for many Americans, homeownership is becoming more difficult. One response to this challenge is build-for-rent (“BFR”) housing.

 Join Damon Elder, publisher of The DI Wire, and Louis Rogers, founder and co-CEO of Capital Square, as they discuss BFR and how it fits into the multifamily space. Learn more about the tenant profile of BFR communities, the demand and supply profiles of BFR homes, and the possible benefits and challenges for residents, landlords, and investors.

When many individuals think of industrial real estate, they may think of dusty warehouses or smoke-spewing manufacturing facilities, but industrial real estate has changed dramatically in recent years.

Tune in with Damon Elder, publisher of The DI Wire, and Michael Glimcher, managing director at BGO, as they discuss modern industrial real estate – what exactly constitutes modern industrial real estate, the trends that are driving industrial real estate’s performance, and the possible challenges and opportunities in the modern industrial real estate space.

Many individuals are familiar with middle market companies, but what is middle market real estate?

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Sean Hickham, managing director, capital markets at Caliber, as they discuss exactly what comprises middle market real estate, the potential advantages of asset class, and the attributes needed to manage middle market real estate. Tune in now!

No one enjoys paying taxes, but with a solid strategy, investors can make the process as painless as possible.  

Tune in as Greg Mausz, chief operating officer and senior managing director at Skyway Capital, and Rusty Cagle, president and founder of ASE Private Wealth, discuss different strategies that may help investors manage their tax burden, including:

• 1031 exchanges
• Opportunity zones
• Tax planning

Tune in with Damon Elder, publisher of TheDIWire.com, and John Grady, ADISA board member and co-chair of ADISA’s legislative and regulatory committee, as they provide their thoughts and updates on a host of legislative and regulatory topics, including the DOL fiduciary rule, the future of Opportunity Zone funds, and other SEC and FINRA rules and actions. 

Value-add real estate investing is a popular topic in the alternative investment space, but what exactly is it? 

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital, and Nitin Chexal, CEO at Palladius Capital Management, as they discuss value-add real estate investing, including the definition of value-add investing, what factors to consider, and much more.  

Since their creation under the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) have grown in popularity, but the OZ program is still complex and unfamiliar to many potential investors. 1031s may also be complex, but are more time-tested. Learn more and decide which might be right for you, as Greg Mausz, ADISA board member and chief operating officer and senior managing director at Skyway Capital Markets, and Jay Frank, president of Cantor Fitzgerald Asset Management, discuss some of the key similarities and differences, along with the potential benefits and challenges, of each program.

The JOBS Act introduced the 506(c) offering, and, while it is becoming more embraced by the broker-dealer and investment sponsor community, many people still have questions regarding this relatively new rule. In today’s episode, Damon Elder, publisher of The DI Wire, and Sean Raft, chief administrative officer and general counsel for Urban Catalyst, discuss best practices and address some common concerns, including investor accreditation, related to Rule 506(c).

Alternative investments can cover a lot of assets, from wine and baseball cards to private equity and private debt. Go beyond the basic 60/40 model of investing and learn more about alternatives as Greg Mausz, ADISA board member and chief operating officer and senior managing director at Skyway Capital Markets, and William J. Kelly, CAIA, president & CEO at CAIA Association, discuss popular trends in today’s alternative markets and how certain investors might utilize these trends to their advantage. Listen now!

Impact investing is a popular term today, but what does it actually mean? Listen in with Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Paulina Stannard, head of impact at CI Private Wealth, and discover what exactly impact investing entails and why it may not be so different from the actions advisors and asset managers are already taking. Listen now!