Tax Advantages: Real Estate vs Notes

CPA and investor Matthew breaks down the smartest strategies in today’s evolving note market. From high-yield interest rate arbitrage to legally-structured wrap notes, Matthew shares insider methods to defer taxes, avoid legal disaster, and multiply your cash flow with compounding reinvestments. He also highlights major risks with non-disclosure, judicial states, and usury law violations — while pointing to opportunities in crypto, AI, and alternative assets. Whether you’re a note broker, note investor, or just entering seller financing, this is a masterclass you can’t afford to miss.

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[00:00:00] Show Intro and Guest Update

[00:04:12] Youth Entrepreneurship and Business Camp

[00:07:23] Note Market Shift and Supply Surge

[00:10:04] Why Experienced Investors Turn to Notes

[00:13:06] Interest Rate Arbitrage Demystified

[00:16:30] Using Notes to Defer Taxes

[00:19:42] Smart Depreciation and Cost Segregation

[00:23:33] The Augusta Rule and Tax Tricks

[00:27:15] When to Sell vs. Create a Note

[00:30:02] Risks in Seller Financing Structures

[00:33:45] Real Estate vs. Notes: Headaches Compared

[00:37:18] Wrap Notes and Regulatory Crackdowns

[00:40:57] Hidden Dangers in Non-Disclosure

[00:44:01] Why Legal Paperwork Can Save You

[00:47:03] Reinvesting Note Payments for Compounding

[00:49:15] AI, Job Loss, and Real Estate Impact

[00:51:31] Crypto, CBDCs, and Market Disruption

[00:54:31] Episode Wrap-Up and Takeaways