The Commercial Connection: Recent Episodes
Millcreek Commercial
We have more than 50 years of combined industry experience in commercial real estate and in this podcast we'll tackle the most asked questions that we get from realtors, brokers and investors.
Dan Lewkowicz is a national leader of retail sales and specializes in shopping centers, medical office buildings, and quick serve restaurants.
Amanda Schmunk, a QI from South Dakota, outlines the nuances with doing a 1031 exchange in vacant or agricultural land.
Roger Jacobson, a mover and shaker in the Utah real estate world, shares why passive income is a must.
National Accomodator, Nace Cohen, with 1031 Exchange Connection, shares experiences and insights on successfully completing a 1031 exchange across state lines.
Bill Gross, with EXP Realty, shares with us the world of Probate. Things to do and things not to do.
Nathan Webb is a QI with American Accomodators out of Agoura Hills, CA. In this episode we get introduced to the California Clawback - the CA tax policy that affect 1031 exchanges that leave the state of CA.
Rachel Ortiz, with Meridian Title, shares insights on completing your next 1031 exchange.
Take a deep dive with Bill Exeter, from Exeter Exchange Services, and learn how to implement advanced techniques to ensure your 1031 exchange is successful.
Brandon Burns, President of Investors 1031 Exchange, shares key insights and answers questions on successfully completing a 1031 exchange.
Megan Destito, President of Souther California Exchange Services (SCES), shares tips and tricks for using 1031 exchanges in a strategic way to grow and preserve your wealth.
Rachael Ortiz, VP and General Counsel of Meridian Title and Meridian Exchange, explains why 1031 deal with seller financing blow up, and what to do to make them work.
David Medinets, Cheif Counsel of Madison Commercial Real Estate Services, answers questions from guests and sheds light on must-know 1031 exchange topics for any landlord or real estate professional.
Shaylee Green, a Montana Broker out of Billings, shares her reasons why you should not overlook the value of what Senior Living Assets can bring to your portfolio.
Scott Saunders, VP with Asset Preservation Inc, shares info on the you need to know as you work through your 1031 exchange.
David Cruz-Palmer, with Corridor Capital Partners, shows us why Industrial Real Estate is fastest, easiest, and most effective way to build wealth.
Out of Denver, CO, Matt and Chris talk commercial real estate trends coming out the pandemic and share insights on what's happening now. Matt and Chris run the brokerage Community First Commercial.
JR is a real estate broker out of Salt Lake City and helps landlords sell, investors buy, and also reps buyers and sellers.
Matt Sumsion, Utah County Realtor, shares his observations on what is happening today in the real estate market.
A broker out of Salt Lake City, Joe Gordon shares stats and insights on what's happening in the residential market.
Jeff Davis, a logistics pro and multifamily investor, gives insights on the delicacy of the supply chain and why things went out of wack. We also talked about the Jos A Banks SNL skit.
Boston is competitive. Leave it to Lior Rozhansky to take over the in multifamily space is the Cradle of Liberty. Check out his e-Book at https://lrozhansky.ac-page.com/building-lasting-wealth.
Why Commercial Real Estate? That's a great question. Deren Haung, with derenhuang.com, shares why he moved from investing into SFH to Commercial Real Estate.
Tim Fergestad, with Oak Street Assets, talks about syndications and how they can propels your portfolio forward.
Megan Destito, with SCES, outlines some of the basic elements of a 1031 exchange....and answers live questions from our participants.
We are joined with week by Joe Powell, with Fidelity National Title Group. Joe outlines what commercial title is and how it can differ from residential title.
Jeff Peterson, President of CPEC 1031, explains the process of doing a build to suit for your 1031 exchange replacement property.
Tanya Little, Founder and President of Hart Advisors, shares details on what all is needed to qualify for a commercial real estate loan.
Did you know, there are more options than stocks, bonds, and mutual funds? IRA owners can select alternative investments that are best suited for their future.
In this webinar, you can learn how to take back the control & flexibility with your self-directed IRA. Join us for a free live webinar where we discuss the top reasons to use your self-directed IRA to invest in commercial real estate.
We will be joined in our discussion by self-directed IRA specialist Ramez Fakhoury, Vice President of IRA Club, who will share unique insight on the topic.
Brain Swan, a Commercial Broker, and attorney, in Salt Lake City shares his insights on how Seller's Disclosures have changed over time. Also, we look at two court cases, Shree Ganesh, LLC v. Weston Logan, Inc, and Yazd v. Woodside Homes, that illustrate that relevant information is also part of Seller's Disclosures.
Brandon Burns, with Investors 1031 Exchange, out of San Diego, talks trends from 2021 and shares his outlook on the up coming year.
Megan Destito, owner of Southern California Exchange Services, talks tips to Realtors on using 1031 like-kind exchanges when looking to bring value to current and future landlord clients. Also, follow Megan on Instagram, @sces1031.
Wolf Hanschen, with Peregrine, shares a bit of info on investing in Oil and Gas Royalties as an alternative to traditional real estate.
Chad Griffiths, Industrial Real Estate Broker with NAI in Canada talks the benefits of landlording commercial real estate.
Returning guest, Bob Langworthy, CPA, shares what taxes are paid at the sale of your investment property....and how to avoid/defer those taxes.
Zachary Feldman, VP at Aptitude Development, shares insights into the world of developing student housing. Amenities matter!
Today, Brandan Hughes, with Asset Preservation, Inc., shares how owning investment real estate inside of an entity must be handled while doing a 1031 exchange.
A panel with host, Kevin Long (Millcreek Commercial), Lew Cramer (DC Insider), Julie Baird (President of the Federation of Exchange Accommodators), and staff from both Senator Mike Lee (R-UT) and Mitt Romney (R-UT) teams join us as we talk through what is happening with 1031 exchanges on Capital Hill. Support the preservation of 1031 Exchanges here: https://1031buildsamerica.org.
Your Self Directed IRA can be used for more than just mutual funds, stocks, and bonds. Brittney Melville, with Next Generation Trust Company shares how simple, and easy it is to use your SDIRA to invest in real estate.
Neil Wahlgren, COO of MAG Capital Partners, shares his insights on NNN Leases and what risks and rewards come with this asset class.
Dave Brown enlightens us with the real economic impact of 1031 exchanges and how they bring fuel to the engines that drive our economy. To help preserve Section 1031 Exchange, click the Take Action button on 1031buildsamerica.org and let your voice be heard.
We drop in on Kevin Long, our CEO, as he shares his thoughts on the proposed Biden Tax Plan. Topics include 1031 exchanges, adjustment to the step up in basis, and an increase to capital gains tax.
Dan Lewkowicz, Director of Investment Sales for Encore, reviews what a NNN Lease is and the lifestyle power they bring to the landlord.
Logan Freeman, with FTW Investments, shares the benefits of owning commercial real estate and why it is so easy to scale.
Spencer was invited to join a brokerage team meeting and talking through how to pitch a 1031 exchange.
Dean Senner and Tom Bottenberg are back and talking about how use the Reverse 1031 Exchange to reduce stress and anxiety around the 45 day identification deadline.
Lu Ann Blough introduces us to 1031 Exchange Assistance, a group on Facebook where all topics 1031 exchange are discussed. Check it out and start learning!
The day will come, when traditional residential landlording is not the right move for your portfolio. Let's talk options.
We review why you should consider a 1031 exchange if you're a landlord and what to watch out for in the process. Remember to ask lots of questions.
Stace Caseria, Founder and Chief Trust Officer of Trust Deep, gives insights on why a tenant with a strong brand might be the right room for your portfolio.
Our friends, Lee David Medinets and Michael Brady discuss the rules of 1031 exchanges and strategies on finding the replacement properties.
IRS code 121, 1014, and 1031 can help you and your real estate portfolio pay less in taxes and build the legacy you want.
A quick webinar directed at landlords who are considering selling their investment properties and doing a 1031 exchange. The process is not too complex, and we are here help.
Max Hansen, with Accruit, reviews what you can, and can't do, with related parties in a 1031 exchange. Hint: Creativity is Needed!
Millcreek Commercial President, Kevin Long, explores the political climate around 1031 exchanges with DC insider and CEO of Colliers Inter-Mountain, Lew Cramer.
Ray Beck, a tax attorney with Cohne & Kinghorn and principal at Summit Exchange, walks us through the Drop & Swap process and provides a much more viable alternative, the Swap & Drop.
Our friends from FYNTEX share the innovative ways they are bringing value to their 1031 exchange clients.
When is the right time to sell your investment properties? Consider your values, phase in life, and more productive alternatives. Either way, these questions should be asked.
Selling a rental property and exchanging into another rental property may not be the best solution for your portfolio. Throw some creativity on there to help energize your exchange.
Many landlords are sitting on the fence and asking, "Should I be doing a 1031 Exchange?" Theresa Quartaro, an Exchange Accommodator at IPX, explains what happens behind the curtains in a 1031 exchange transaction and gives few tips to Realtors who are looking to breach the topic with their landlord clients.
Spencer Taylor gives an overview of 1031 exchanges, the 45-day rule, and options to consider for your replacement property.
Mat Sorensen, Co-Founder of Directed IRA, joins us again to enlighten us on the benefits of using your SDIRA to invest in real estate.
COVID-19 introduced an extension in the identification period. Know the rules so you stay inside within Safe Harbor.
Kevin Long, CEO of Millcreek Commercial, and Randy Luebke, CFP, discuss how to maximize returns in your self directed 401K, IRA, or Roth IRA. The key take away is to get out of debt.
Yonah Weiss, Business Director with Madison SPECS, outlines for us the basics of Cost Segregation. The short of it is that most who should be doing it, are not.
Natalie Wainwright helps us understand why tenants behave the way they do and why the prefer certain elements of a lease over others.
Everyday, a stockholder becomes dissatisfied and disillusioned with the emotional roller coster of the stock market. The dissatisfaction leads investors away from equity markets to commercial real estate markets. Wealth is created with stability and security, not speculation and risk.
Jesse Limon expands on what buyers are looking for giving the stresses and demands of the Corona Virus Pandemic.
DSTs offer an option for owning commercial real estate. So many benefits and some things to watch out for. Just make sure you ask questions.
Riverside1031 joined us today to talk about how a 1031 transaction is successfully completed, tips and tricks with your next exchange, and how to use 1031 exchanges to build your wealth and legacy.
TJ Starker elevated the 1031 Exchange when he applied that portion of the tax code to an idea he had - exchange a piece of land that Crown Zellerbach wanted for a piece of land he wanted in the future. This 1967 move popularized the 1031 Exchange tax code.
Even though they sound similar, they couldn't be more different. The legal way we take title makes a big difference in how we own real property and what decisions we are legally allowed to take.
It was such an honor to work with our friends over there at Title One. They are all about sharing knowledge on owning, renting, and investing in Real Estate. I was on to talk about 1031 exchanges.
The Federation of Exchange Accommodators, the FEA, is truly the voice of the 1031 exchange industry. They work to teach and train Qualified Intermediaries in best practices, ethics, and the legislation updates that impact the industry. They hold an annual conference and a mid-year conference in Washington D.C. to help lobby for the industry. Scott Saunders, current President of FEA, joins us to talk about why the FEA exists.
Our first of many webinars reviewing the process and history of 1031 exchanges. We also answer some really good questions.
The process of owning real estate inside of your SDIRA is not complicated, but easy. Mat Sorensen, Co-Founder and CEO of directedira.com, walks us through the process of owning real estate in your SDIRA. He also answers the question, "What would anybody ever want to own real estate inside of their retirement account?"
Lance Growth, CEO and Co-Founder of Growth 1031, walks us through the process of identifying your replacement properties in your 1031 exchange.
Returning to teach us even more, Bob Langworthy, a CPA at Management Accounting in Brunswick, ME, answers the question, "Which Taxes are deferred in a 1031 exchange?"
Nace Cohen, a CPA and Qualified Intermediary with 1031 Exchange Connection, helps clear up common misconceptions around exchanging into a tax-free income state. There are times, and circumstances, to take a serious consideration on making the move to certain states.
Shanae Mabrie, a Certified Exchange Specialist with Old Republic Title, explains the differences and nuances of a delayed exchange and a reverse exchange. Key take aways: leverage/equity ratios must match the leverage equity ratios of the relinquished property and traditional financing my not be the best option.
Our CEO, Kevin Long, will expand principles of building, Storing, and Transferring Wealth through 1031 Exchanges - Step up basis and tax deferred savings.
Dane Margetts, Commercial Banking Relationship Manager at WaFd Bank, takes us into the world of Commercial Lending for business growth - which may include the need for more space and an upgrade in real estate. Dane has been in the commercial banking world for almost 15 years and values every single relationship.
Ken Miller, Vice President of M&A with Colliers, takes us through the intricacies of Mergers & Acquisitions ("M&A"). Tips for those looking to get into M&A and sound advice for those looking to leverage M&As to get listings.
On this week episode, we tap into a break out session Spencer did at NAR in San Francisco. The title of the class was “Leveraging 1031 Exchanges to Increase your Listings.” In the session, he breaks down the landlord mentality and provides simple ways to market to the landlord to help solve their only real problem – finding a 1031 exchange replacement property.
Remember – always seek out advice from you CPA or QI.
Enjoy!
Robbie Thompson takes us into the world of raw land - why investors prefer it, and best practices around purchasing. Eminent domain leads landowners to utilized 1033 Exchanges to defer taxes and preserve wealth.
Bill and Mary Street review what it takes to go from nothing to big multifamily owners. They talk about things to watch out for and things to remember to do as a landlord. The Streets are agents with Colliers International and leaders in the multifamily community.
Some lease structures favor the tenant, while others favor the landlord. We take a deep dive into the most common types of leases out there and explore the question, "Which lease type favors the landlord?" Mark Haroldsen from Colliers takes us into the world of leases. He also is an author and specializes in storage units.
@beancounterbob takes a dive into commonly missed write-offs real estate professionals, including landlords, are not taking. Bob Langworthy brings years of expertise consulting and advising his tax-saving clients to this week's episode of the podcast.
There is a good way to do it and a not so good way to do it. When it comes to networking, Giver's Gain, Hunting vs. Farming, and strategy helps set the right mindset and focus.
Hard work, productivity, and leveraging 1031 exchanges to secure listings from landlords.
Listen as Spencer Taylor interviews Travis Tollestrup on how to achieve passive income.
Training Series | Providing 1031 Exchange Solutions for Residential Agents.
Zak & Jeannette Mason: 8012430170
Listen to Scott and Rachelle Rutherford talk about just how easy it is to invest in commercial real estate through a tenant in common structure.
Over the past 10 years, dollar stores have become an increasing staple of the national retail landscape. their continued corporate strength and expansion has made Dollar General, Family Dollar, and Dollar Tree some of the most attractive net lease investments available.
The necessary steps from start to finish on how to successfully complete a 1031 exchange. Be sure to call Steve and Chris at 1031x.com for help.