Decoding Cashflow

Chris is a highly respected expert in US-based Tax Planning and Strategy for Real Estate Investors. He is also a host of “Teaching Tax Flow” Podcast.

Chris is a passionate innovator who's dedicated to helping taxpayers reduce their taxes over their lifetime. And, just like many of us, he believes that "keeping most of what you earn" is absolutely essential for business owners and real estate investors.


DISCLAIMER: We are not giving any financial advice.

(00:00 - 02:22) Introduction
- Chris is introduced as the guest Hosts

(02:22 - 03:25) Chris's Professional Journey
- Chris shares his professional journey

(03:25 - 37:26) Decoding Tax Flow
- Chris talks about Tax planning
- He also talks about tax flow
- Talks about the difference between tax flow and cash flow
- Has he been into tax strategy planning since the beginning?
- How can tax advantages be leveraged in real estate industry
- Chris shares about cost segregation
- Planning before selling

(37:26 - 42:28) Final Round
- Chris shares his best business or investment advise
- Chris's best book that he recommend that made an impact to his business and life
- How Chris give's back
- His main source to learn and grow

(42:28 - 44:19) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Mac is the co-founder of Sweetbay Capital, a real estate private equity firm focused on multifamily investments in Virginia and the Carolinas with 191 units under management.

Prior to Sweetbay, Mac worked in corporate private equity and private credit, and was involved in leveraged buyouts and capital raises across various industries.

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:20) Introduction
- Mac is introduced as the guest Hosts

(01:20 - 04:53) Mac's Professional Journey
- Mac shares his professional journey

(04:53 - 33:46) Journey from Student Housing to Multifamily
- Mac shares what got him into multifamily
- He also shared his first deal and his challenges with this deal
- How he built his investors database.
- His thoughts about the current market
- Advice and steps to start in multifamily

(33:46 - 38:22) Final Round
- Mac shares his best business or investment advise
- Mac's best book that he recommend that made an impact to his business and life
- How Mac give's back
- His main source to learn and grow

(38:22 - 39:40) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Justin is a real estate investor and a syndicator who began his career in real estate sales. But soon he started to look for ways to turn his
transactional income into long term wealth to buy back his time.

And he found his answered through real estate syndication. Now he helps sales professionals build passive income through commercial real estate
investments.

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:31) Introduction
- Justin is introduced as the guest Hosts

(01:31 - 04:17) Justin's Professional Journey
- Justin shares his professional journey

(04:17 - 32:55) Securing Freedom Through Passive Investments
- Justin shares his main steps that he took to transition from sales to investor
- Also Justin shares what pushed him from sale to investor
- Justin explained the steps and how he help investors build their passive income
- He also shares about his first deal
- His methods to attract investors
- His thought about current market situation

(32:55 - 36:46) Final Round
- Justin shares his best business or investment advise
- Justin's best book that he recommend that made an impact to his business and life
- How Justin give's back
- His main source to learn and grow

(36:46 - 38:16) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Andrew McNair is the President & Founder of SWAN Capital. He manages over $300 million in assets and has 10+ years of experience in real estate investing including multi-family, RV parks, storage, short term, and industrial properties.

He is a public speaker, author, an adjunct professor, host of a weekly radio show called “What Your Money Would Say” and podcast host of Rich Young & Powerful.

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:28) Introduction
- Andrew is introduced as the guest Hosts

(01:28 - 06:04) Andrew's Professional Journey
- Andrew shares his professional journey

(06:04 - 37:26) Power of Diversification and Giving
- Andrew shares what cygnet does and swan does?
- percentage that he wants his clients invest in cygent or real estate
- He also share when and how did he start in cygent
- His first deal in cygnet
- Specific criteria in sorting a deal
- Best asset of Andrew as of now where he sees more upside
- Where he sees the investment in multi-family
- Other services that he provide on guiding people investing in differnt assets
- His advice to a person about to retire in 15 - 20 years
- Have he thought of being the active investor?
- Specific topic during his talk
- His main focus in charity
- How to start their account in swan capital

(37:26 - 43:07) Final Round
- Andrew shares his best business or investment advise
- Andrew's best book that he recommend that made an impact to his business and life
- How Andrew give's back
- His main source to learn and grow

(43:07 - 44:35) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Dana Udumulla is an Investments Manager at Madison Trust Company and brings a wealth of experience in the alternative investment industry. With her expertise, she has helped numerous clients achieve their investment goals through self-directed IRA accounts.
As a Certified IRA Services Professional, Dana specializes in IRAs and alternative investments such as real estate, private equity, cryptocurrencies, and many more.

In this episode we discuss details on how one can invest through self-directed IRA into alternative assets especially real estate.

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:41) Introduction
- Dana is introduced as the guest Hosts

(01:41 - 03:52) Dana's Professional Journey
- Dana shares his professional journey

(03:52 - 31:19) Real Estate Investing Using Self-Directed IRA
- Dana shared about at what point can someone become eligible for self-directed IRA
- She also shared her criteria in selecting a custodian
- Can you role over your self-directed IRA from one custodian to other?
- Dana explained the traditional IRA
- Dana shares as well the different assets that can be purchased on roth IRA and what are the certain assest that restricted by the IRA
- Can someone use their self-directed IRA money to buy the property into the LLC
- Dana shares her challenges came across when someone invest in real estate
- Dana talked about UBIT and UDFI
- Dana talked more about delf-directed IRA
- Shares about the process of using the money from self-direct IRA to purchase on real estate

(31:19 - 35:15) Final Round
- Danashares his best business or investment advise
- Dana's best book that he recommend that made an impact to his business and life
- How Dana give's back
- His main source to learn and grow

(35:15 - 36:44) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Travis Watts. Travis is a full-time investor, passive income advocate, public speaker, and the Director of Investor Development at Ashcroft Capital. He dedicates his time to educating investors who are looking to be "hands-off"
when it comes to real estate investing. Travis was awarded the Linda's Legacy Industry Impact Award in 2022.

In this episode, Travis discusses key considerations for new passive investors entering any real estate asset class, offers advice on how to prepare and educate themselves for passive real estate investing, and
shares strategies to avoid the common pitfall of "analysis paralysis."

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:27) Introduction
- Travis is introduced as the guest Hosts

(01:27 - 05:22) Travis's Professional Journey
- Travis shares his professional journey

(05:22 - 34:53) Your Blueprint to passive income
- Travis shares the advantage and disadvantages of real estate
- He also shared about investing
- Travis gave an overview of his first passive income deal
- And Travis's first syndication deal
- Travis's advice to investor who wants to jump into passive investment
- Travis shares thoughts about the current market condition

(34:53 - 38:10) Final Round
- Travis shares his best business or investment advise
- Travis's best book that he recommend that made an impact to his business and life
- How Travis give's back
- His main source to learn and grow

(38:10 - 38:46) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Jeremy Dyer is a Founder and Managing Partner of Starting Point Capital and leads the company’s investor relations, strategic partnerships & serves as the director of marketing for the company.

He has extensive experience in real estate, both as an active and passive investor. Currently, Jeremy is a passive Limited Partner investor in over 4,000 multifamily doors in 29 passive real estate deals.

Today, Jeremy Dyer talks about his real estate experience and how he unlocked passive income and tax benefits with syndication deals.

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:33) Introduction
- Jeremy is introduced as the guest Hosts

(01:33 - 06:46) Jeremy's Professional Journey
- Jeremy shares his professional journey

(06:46 - 31:27) Discover Your Path to a Passive Income Journey
- Jeremy shares his criteria before started into passive income investment
- He also talked about how he see the market
- Jeremy shares his strategies about transitioning to passive income
- Also, Jeremy shares his mindset when he started his journey in real estate investment
- Talked about how he attract investors

(31:37 - 37:21) Final Round
- Jeremy shares his best business or investment advise
- Jeremy's best book that he recommend that made an impact to his business and life
- How Jeremy give's back
- His main source to learn and grow

(37:21 - 38:46) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Eric is a founder of Moonlight Financial Security. He has operated a successful real estate wholesaling business and have invested in Mobile Home Parks. Currently focused on Syndication of commercial properties including Multifamily apartments; and aspires to educate others about its benefits.  Eric is also a host of Moonlight real estate side hustle & syndication show.

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:27) Introduction
- Eric is introduced as the guest Hosts

(01:27 - 05:56) Eric's Professional Journey
- Eric shares his professional journey

(05:56 - 26:43) Transitioning From Wholesaling to Real Estate Syndication
- Eric shares one of his mobile home park deal
- He also shared things that he can do to get in touch with the sellers directly
- Eric's advice to start your own side hustle or business
- Eric shares his insights on how he attracts investors
- He also talked about his communications with the investors

(26:43 - 29:56) Final Round
- Eric shares his best business or investment advise
- Eric's best book that he recommend that made an impact to his business and life
- How Eric give's back
- His main source to learn and grow

(29:56 - 31:32) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Vince Rodriguez is a real estate investor and a cofounder of Anvi Investments. He started buying real estate in 2018 and currently leads the team in the acquisition of new assets. His company currently has 10M+ worth of asset under management. He has scaled his portfolio by investing in short term and midterm rental properties.

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:08) Introduction
- Vince is introduced as the guest Hosts

(01:08 - 02:13) Vince's Professional Journey
- Vince shares his professional journey

(02:13 - 21:07) Scaling Rental Properties Portfolio While Working Full Time
- Vince shares about his first deal
- He also shared about acquiring properties before buying them
- Does he do 516b? or general partnership?
- Also, how he manage all the financing.

(21:07 - 25:42) Final Round
- Vince shares his best business or investment advise
- Vince's best book that he recommend that made an impact to his business and life
- How Vince give's back
- His main source to learn and grow

(25:42 - 27:17) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/

Walter, an entrepreneur, real estate investor, and keynote speaker, started his career in finance but transitioned into entrepreneurship and real estate investment. He is the founder of Sonos Capital, a real estate investment firm focused on mobile home parks nationwide.
In this episode, Walter introduces Sonos Capital's distinctive business model and stresses the importance of education in the mobile home park asset class. He also discusses his own learning journey in the mobile home park sector.


DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:19) Introduction
- Walter is introduced as the guest Hosts

(01:19 - 02:40) Walter's Professional Journey
- Walter shares his professional journey

(02:40 - 25:46) Approach to Mobile Home Park Investing
- Walter shares his major states that he is investing today
- Also Walter shares the things needed for someone first time buying a mobile home park
- He also shares the steps in finding a deal
- Walter shares as well about the cost of buying a home
- Shares how to get the liscence
- His tough experience
- What he sees the near future of mobile home park compared to apartments
- shares their Rate of returns

(25:46 - 28:36) Final Round
- Walter shares his best business or investment advise
- Walter's best book that he recommend that made an impact to his business and life
- How Walter give's back
- His main source to learn and grow

(28:36 - 30:04) Closing Segment
- If you want to learn more about the podcast, just check out the link below.

Youtube: https://www.youtube.com/channel/UC8ttrbgIlgn0MC_4u2ZWWnQ
LinkedIn: https://www.linkedin.com/company/80036754/admin/feed/posts/
Facebook: https://www.facebook.com/AstreCapital/
Twitter:  https://twitter.com/AstreCapital
IG:  https://www.instagram.com/astrecapital/