ATE-Biggest Challenges in the Business with Josh Plave and Simeon Delos Santos

How to attract retirement funds for your investments, use your own retirement funds with Josh Plave and Simeon Delos Santos. Also, a discussion and on biggest challenges in the business.

Follow us on Instagram, Facebook, and Twitter
For more educational content, visit our website at www.diaryofanapartmentinvestor.com
Interested in investing with Four Oaks Capital?  First step is to schedule a call with us. 

Originally aired on April 19, 2021

----
Josh Plave
Josh Plave is the founder of Wall to Main and a full-time multifamily investor. Investing with his family, they hold a portfolio of over 700 units across three markets. Josh's experience in retirement accounts began at 16, when he opened his first Roth IRA and began trading equities. Since then, after the unfortunate passing of his grandfather and
mother, he was left with multiple Inherited IRAs. Through careful research and structuring, Josh has learned how to successfully pivot existing retirement accounts invested in the stock market into commercial real estate. Utilizing self-directed IRAs, Josh, along with his investors, seek out stable returns through workforce housing in America’s Sunbelt region.
Josh established Wall to Main to put together all the creative methods he found when investing in real estate with his retirement accounts. By passing along the lesser-known tips & tricks of self-directed investing, Josh works alongside his investors to establish strategies to minimize their tax burden. By creating the real estate industry’s only UBIT Calculator, Josh is able to provide investors with an idea of what total take-home returns might look like when investing in multifamily with an IRA, taxes and all.
Check out his website https://www.walltomain.com/ where you can get a free PDF on the top 10 tips and tricks when using your retirement account to invest in multifamily
----
Simeon Delos Santos
Simeon is a junior at UW-Madison (Wisconsin School of Business). In addition, he is an avid portfolio analyst who plans to take the CFP Board and work as a financial advisor. Looking towards the future, Simeon is learning to combine real estate expertise with financial planning in order to one day start his own company and help others reach their financial goals.
Contact him on LinkedIn https://www.linkedin.com/in/simeon-tomas-delos-santos-aa9154172/
Or email [email protected]

----

Your host, Brian Briscoe, is a co-founder and principal in the real estate investing firm Four Oaks Capital.  He and his team currently have 485 units worth $21 million in assets under management and are continuing to grow.  He will retire as a Lieutenant Colonel in the United States Marine Corps in 2021. Learn more about him and the Four Oaks team at www.fouroakscapital.com  or contact him at [email protected] - be sure to let him know where you found him.

Connect with him on LinkedIn or Facebook.