This episode features James Bohan, a CPA, real estate investor, and developer with extensive experience in navigating the complex intersections of real estate investment, tax strategy, and modular development. Known for his insights into real estate’s unique tax advantages and innovative construction techniques, James brings a tone of knowledge to help investors make savvy, tax-efficient decisions in the ever-evolving real estate landscape.

Topics Covered

1. Navigating Real Estate Tax Strategies

James and Eugene dive into the nitty-gritty of real estate tax advantages, covering how depreciation, non-recourse debt, and structuring can be leveraged to offset taxes legally. They discuss why real estate remains one of the most tax-advantaged asset classes in the U.S. and how sophisticated tax strategies can optimize returns for real estate investors.

2. Exploring Modular Construction

James discusses the promise of modular construction in real estate, noting how building in a controlled factory setting speeds up timelines and can enhance returns through a more efficient construction process. He addresses common misconceptions about modular savings and explains how time and cost are managed in this new construction model.

3. Raising Funds and Structuring Deals

James explains the process of raising a real estate fund, from drafting a prospectus to engaging with high-net-worth investors. He shares insights into the complexities of managing investors’ expectations and structuring deals to maximize tax efficiency and project profitability. The conversation touches on the critical importance of an organized back office and transparent reporting in sustaining investor trust.

Chapters with Timestamps

[00:00:00] Introduction to James Bohan

[00:02:00] Real Estate Tax Strategies: Depreciation & Debt

[00:06:00] The Global Tax Regime and Compliance Burdens

[00:10:00] Active vs. Passive Income in Real Estate

[00:13:00] James’s Journey into Modular Construction

[00:16:00] How Modular Speeds Up Project Timelines

[00:19:00] Navigating Regulations and Permitting in Modular

[00:24:00] Raising Funds and Structuring Investment Deals

[00:27:00] The Importance of Back Office and Investor Reporting

Guest Contact Information

LinkedIn

Email: [email protected]

Web: www.stonehan.com

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