The Sage Investor

#8 - Tax Drag: The Silent Compounding Killer Costing You Millions


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This is costing you millions of dollars—and you don’t even know about it.
That’s not a theory or a scare tactic. I’m going to show you today how one simple thing is quite literally costing you seven figures in wealth and adding decades to your timeline for reaching financial freedom. 

The bright side? It’s easily avoidable, and at Sunrise Capital Investors, we’ve proven this wealth killer can be slain with the right strategy.

If you make a high income and are paying hundreds of thousands in taxes, this single episode could change your life. We’re talking about the fifth step in the Sunrise C.A.P.I.T.A.L. Strategytax efficiency, more specifically, how you can keep millions more dollars in your pocket and have significantly higher (and more durable) returns.

If you’re investing in fix and flip syndications (or performing them yourself), I’ll bet I can prove to you that it’s costing you more than it’s worth, and how the 1031 exchange trap (so often pushed by real estate investing gurus) is slowly killing your returns. 

I’ll even lay out the three steps Sunrise Capital Investors takes to achieve remarkably tax-efficient returns and give our investors six-figure (pushing seven-figure) “phantom” write-offs. 

Sage Wisdom from Today’s Episode: 

  • How to create hundreds of thousands in paper losses to (legally) avoid taxes 

  • The four “friction” costs that prove that “fix and flip” is not worth it 

  • How tax drag is costing you millions of dollars over your career 

  • The 1031 exchange “trap” that “savvy” investors are falling into 

  • Why selling a mobile home park for millions in profit was the worst decision I’ve made 

  • Three real steps you can use right now to create huge write-offs, tax-advantaged cash flow, and tax-free cash in your bank 

The Sage Investor - #2 - The Buffett-Inspired Approach to Building Enduring Wealth (C.A.P.I.T.A.L. Strategy) 


Recommended Resources:

  • Learn more from Brian and listen to past episodes of The Sage Investor 

  • Connect with Brian on LinkedIn

Are you a high net worth investor with capital to deploy in the next 12 months?Build passive income and wealth by investing in real estate projects alongside Brian and his team!

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The Sage InvestorBy Brian Spear