Thinking Like a Bank

Episode 85: Why Investors Seek Negative K-1 Distributions with Mustafa Ladha

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Mustafa Ladha appeared on our podcast on Episode 65 back in July of 2022, in which we spoke about some creative real estate strategies. Mustafa has spent over a decade in the real estate space. His experience ranges from investing in single-family homes to structuring syndication investments. He specializes in creating passive real estate investment opportunities with the aim of delivering double-digit returns and accomplishes this through various means.

Mustafa streamlines the investment process, providing accredited and non-accredited investors access to real estate investment options via their retirement and non-retirement funds. He diversifies clients’ portfolios, giving them exposure to real estate, and optimizes overall portfolio performance.

Prior to Veloce Capital, Mustafa co-founded Realty Mercato, where he used his real estate knowledge and business acumen to grow investor portfolios.

This episode talks about:

  • Updates on recent mortgage changes (changes in interest rates)
  • Long-term versus short-term real estate investment outlooks
  • What is a negative K1 distribution and why is it beneficial?
  • Tax advantages of buy/hold real estate strategies
  • How has the recent increase in interest rates affected Multifamily investing?
  • Which markets are doing better than others?
  • Some disadvantages of fix and flips and taking the solo active real estate investor route
  • Advantages of investing into larger deals and sharing risk
  • How Veloce Capital is helping investors with various investing strategies
  • What are some of the differences between Regulation A (Reg A) and Regulation D (Reg D) offerings, in non-public investments?
  • What is a REIT (real estate investment trust) and how does it compare to syndications and Reg A offering?
  • Leveraging your dividend-paying whole life insurance policy to passively invest in real estate
  • The different types of real estate income that are excluded from UBIT (Unrelated Business Income Tax).  Types of investments that are subject to UBIT?
  • What does ‘value-add’ mean in real estate?

    • To connect with Mustafa Ladha and to learn more about passively investing in apartment complexes in a tax-free manner, please visit:

    👉Company Website:➡️https://www.velocecapital.com/

    👉Linkedin ➡️ https://www.linkedin.com/in/mustafa-ladha/

    👉Email 📧 [email protected]

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

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