Real Estate Syndications in 2024 for New Investors: Strategy, Roles, Taxes, Due-diligence #416

The Wealth Elevator

English - January 02, 2024 15:35 - 1 hour - 139 MB - ★★★★★ - 289 ratings
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Previous Episode: Investing in the Future w/ Dr. Roger Blackwell: Insights on Real Estate, AI, and the Workforce

Next Episode: Coaching Call 1.5M Net Worth - Sell my California Home? Maximizing Equity

We are diving into a syndication webinar that would be beneficial for novice investors. Subscribers of our club can join the monthly office hours to ask personal financial questions or learn further about open offerings. Besides, we also hold educational sessions about syndication deals and due diligence every third Saturday of the month. We share reports from institutional investment firms such as BlackRock, Barclays, Fidelity, Morgan Stanley in our weekly newsletter. For those attending our meetup in Las Vegas from January 12th to 13th, prepare to get a grand exposure and learning experience. Check your emails for the invitation to our 'Ask the CPA' tax questions session on January 9th. It's a good time to be interviewing CPAs and attorneys to prepare for the tax season. Looking forward to meeting you all in Las Vegas, especially those of you who are first-generation seven-figure net worth individuals!

00:00 Introduction and Welcome

00:10 Joining the Wealth Elevator Club

00:16 Monthly Office Hours and Syndication E-Course

00:39 Weekly Newsletter and Institutional Reports

00:53 Upcoming Las Vegas Event

01:10 2024: A Big Year Ahead

01:16 Tax Planning and CPA Interviews

01:36 Looking Forward to Las Vegas Meetup

01:51 Changing Mindsets and Creating Memories

02:36 Podcast Conclusion and Final Call to Action

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