Tag Archives: Syndication

From Software to Multi-Family and Self-Storage with Jonathan Wei

Changing and balancing career paths in accounting and information technology.  In today’s episode, we’re going to dive into them!  Jonathan Wei is a CPA who began his real estate experience in 2003.  He purchased a portfolio of residential real estate properties in New Jersey and later expanded to syndication, multi-family and self-storage facilities.  Jonathan and […]

Time and Money Freedom with Steeve Breton

They say time and money cannot be achieved at the same time.  In today’s episode, we’re going to dive into them!  Steeve Breton has invested in over 2000 units and has a diverse real estate experience.   He often speaks in real conferences and has been interviewed on numerous podcasts. He’s a real estate coach […]

Expert Tax Secrets with Brett Swarts

Know the secrets of the Tax Expert.  In today’s episode, we’re going to dive into them!  Brett Stewarts is a Deferred Sales Trust Expert, Capital Gains Tax Deferral Expert, Investment Real Estate Expert, Multi-family Broker and the Founder of Capital Gains Tax Solutions– a company helping individuals to defer capital gains tax on the sale […]

Building a Vertically Integrated Real Estate Firm with Preston Walls

Slow growth is not no growth. In today’s episode, we’re going to dive into them!  Preston Walls founded Walls Property Group and Walls Property Management.  The companies are both vertically integrated offering construction management, property management, maintenance, and syndication.  Preston is currently building a 61-unit midrise multifamily project for a 53-unit site and renovating several […]

Retiring On Your Terms with Jules Mckenzie

Jules Mckenzie has been investing in real estate for over 20 years. Jules uses a simple buy-and-hold-and-rent strategy. Jules, together with his wife, has acquired over 50 properties by developing relationships with people who became their investors. In more recent history, they have sold and refinanced other properties to payout investors that are holding on […]