Month: November 2018

The Skinny on Qualified Opportunity Zones – EP.25

Summary

In today’s episode we’re talking all about qualified opportunity zones — these things are amazing. They’re portions of the country that are economically disadvantaged, and if you invest in those areas you get incredibly favorable tax treatment.

First, we take you through the history of qualified opportunity zones (which has a pretty interesting history in itself!) — then we get to the really exciting part: the incredible tax breaks to be had by investing in these zones and how to go about it. And then, to wrap it all up with a bow, we take you through a real world example to illustrate how it’s done.

Key Takeaways:

[:12] All about today’s episode!

[:55] The history of qualified opportunity zones and how they came about.

[3:31] What an opportunity fund is.

[5:42] What a qualified opportunity zone is.

[7:35] The exciting stuff: the tax benefits from investing in a qualified opportunity zone via an opportunity fund.

[11:51] A quick recap on all the amazing tax benefits.

[12:24] Brad takes us through a real world example.

[16:48] Our final warnings on qualified opportunity zones: make sure it is still a good deal — a bad investment with a good tax treatment is still a bad investment.

[18:57] One last thing you need to remember: you do have to do this through a qualified opportunity fund.

[19:56] Does this all make sense in the private equity world?

[20:41] A final note about qualified opportunity zones on the real estate side.

Resources on Opportunity Zones:

https://www.cdfifund.gov/pages/opportunity-zones.aspx

Opportunity Zones: The Map Comes Into Focus

How to Source Off-Market Deals – EP.23

What an Off-Market Deal is and How to Find Them

Summary

Today we’re talking about how to source off-market deals!

It’s easy enough to go on LoopNet or MLS Deal Finder but anybody can get those deals, so we want to share some solid trade secrets with you all today and help you find those sweet, sweet off-market deals.

In a prior episode, we’ve gone into the differences between off-market and on-market deals, but today we want you to join us to get right into the nitty-gritty of how you can actually findthese off-market deals.

Key Takeaways:

[:12] Our topic today: how to source off-market deals.

[:26] What we mean by how to source an off-market deal.

[1:06] What is an off-market deal?

[2:39] Brad talks about how to find off-market deals in a real estate firm.

[14:10] How to find off-market deals on the private equity side.

[21:10] Concluding this week’s episode and where to find more resources!

Mentioned in this Episode:

LoopNet

MLS Deal Finder

First American Title

LinkedIn

Broker Deals VS. Off-Market Deals – EP. 11

 

Additional Resources For Finding Off Market Deals:

Property Address Databases:

CoreLogic

 

Locating seller resources:

  • Got a name and address, but the person no longer lives there? You can also use the Personator to track down their new location.
  • Need to find the owner of a property? Try the Property Lookup tool.

Mass Mailer Company:

Postcard Mania