How to Invest in Commercial Real Estate

By Criterion, Braden Cheek, Brian Duck, Joel ThompsonBusiness Investing

How to Invest in Commercial Real Estate episodes

December 18, 2023Episode 131 - From General Contracting to Multifamily: Special Guest Shannon Robnett's Journey
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss special guest Shannon Robnett's transition from single family residential real estate to multifamily and industrial real estate.
Time Stamps:
0:00 - Intro and Greeting
0:08 - Guest Introduction: Shannon Robnett
1:18 - Shannon's Real Estate Background and Business Overview
3:31 - Transition from Single Family to Commercial Space
5:39 - Challenges with Single Check Writers and Syndication
6:47 - Focus on Passive Income and Appreciation
8:57 - Ground Up vs. Value Add: Profitability and Strategy
10:03 - Benefits of New Construction and Long-Term Holdings
13:25 - Reducing Taxes: Creative Thinking with Section 179
16:43 - Overcoming Physical Challenges and Maintaining a Winning Mindset
18:05 - Entrepreneurial Challenges as Life's Education
21:37 - Using Mini-Failures as Prerequisites for Success
23:50 - Closing Remarks and Contact Information
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
26 min
December 11, 2023Episode 130 - Behind the Scenes: Our Origin Story & What it Takes to Create Your Own Podcast
Today hosts Braden Cheek, Brian Duck and Joel Thompson give the viewer a behind the scenes look at our podcast as well as tips on how to start your own!
0:00 - Introduction and claiming to have the best commercial real estate podcast in Tulsa.
1:50 - Shift in focus towards existing shopping centers and current market conditions.
3:25 - Impact of interest rates and strategy for acquiring deals.
5:00 - Previewing a new deal in Topeka and discussing the strategy.
6:39 - Challenges and considerations related to prepayment penalties.
8:10 - Behind-the-scenes of the podcast, inception, and weekly meetings.
9:50 - Historical context of retail deals, cap rates, and anticipating rate pauses.
11:25 - Challenges of underwriting shopping centers and changes in treasuries.
13:00 - Simplicity of podcast preparation and brainstorming topics.
14:30 - Inception of the podcast in 2020 and initial setup.
16:00 - Transitioning to Tanner and discussing technical aspects of recording.
17:35 - Use of Adobe Premiere Pro for editing and simplicity of the process.
19:05 - Social media strategy, growth, and plans for rebranding.
20:50 - Encouragement for those starting a podcast or entering the real estate industry.
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
0 min
December 04, 2023Episode 129 - Missed Opportunities and Market Insights: A Deep Dive into Recent Deals
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss the benefits of cold plunges and lessons learned from missed opportunities.
Time Stamps:
0:00 - Introduction
1:25 - Benefits of cold plunges
5:19 - Completing a 5.5-minute cold plunge
6:30 - Recap of a recent lost deal - Light C portfolio
11:58 - Lessons learned from missed opportunities
14:10 - Importance of experience when bidding
16:20 - Overview of upcoming investment opportunities
21:59 - Inviting investors to express interest in future deals
23:06 - Closing remarks and upcoming focus
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
24 min
November 27, 2023Episode 128 - Profitable Pivot: Navigating the Shift to Retail Development
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss Criterion's recent transition to commercial development projects.
Time Stamps:
0:00 - Introduction
1:21 - Opening Segment
2:23 - Why the Shift to Development?
4:34 - Getting Comfortable with Development
5:38 - Step-by-Step in Land Development
6:41 - Evaluating Land and Lease
7:46 - Adding Value in Development
8:47 - Leverage in Development Deals
9:51 - The Simplicity of Retail Development
11:54 - Wrapping Up and Encouragement
12:36 - Closing Remarks
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
24 min
November 27, 2023Episode 127 - Navigating Year-End Challenges in Commercial Real Estate Investments
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss effective & strategic ways to end the year in commercial real estate.
Time Stamps:
0:00: Introduction to the episode and the busy end-of-year period.
1:19: Recommendation for investors to consider year-end real estate purchases for tax benefits.
2:24: Emphasis on consulting with a CPA and conducting a rough tax analysis early.
4:28: Introduction of the new CFO, Jim Taylor, and streamlining tax preparations.
5:31: Discussion on upcoming property exits and reinvesting profits to mitigate tax liabilities.
8:49: Insights into Dallas Fort Worth and Nevada projects, including development updates.
11:01: Updates on projects in Louisiana and Nevada, highlighting challenges in vetting opportunities.
13:10: Details on the Grand Prairie Learning Experience project and upcoming closings.
14:15: Mention of an upcoming deal in Jacksonville, Florida, and its expected timeline.
15:18: Request for investors to communicate investment interests to streamline future deal planning.
17:21: Teaser for an upcoming podcast episode on the benefits of the cold plunge.
19:27: Conclusion and reflection on the potential total exit value for the next year.
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
0 min
November 20, 2023Episode 127 - Navigating Year-End Challenges in Commercial Real Estate Investments
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss effective & strategic ways to end the year in commercial real estate.
Time Stamps:
0:00: Introduction to the episode and the busy end-of-year period.
1:19: Recommendation for investors to consider year-end real estate purchases for tax benefits.
2:24: Emphasis on consulting with a CPA and conducting a rough tax analysis early.
4:28: Introduction of the new CFO, Jim Taylor, and streamlining tax preparations.
5:31: Discussion on upcoming property exits and reinvesting profits to mitigate tax liabilities.
8:49: Insights into Dallas Fort Worth and Nevada projects, including development updates.
11:01: Updates on projects in Louisiana and Nevada, highlighting challenges in vetting opportunities.
13:10: Details on the Grand Prairie Learning Experience project and upcoming closings.
14:15: Mention of an upcoming deal in Jacksonville, Florida, and its expected timeline.
15:18: Request for investors to communicate investment interests to streamline future deal planning.
17:21: Teaser for an upcoming podcast episode on the benefits of the cold plunge.
19:27: Conclusion and reflection on the potential total exit value for the next year.
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
0 min
November 13, 2023Episode 126 - Unlocking the BIGGEST Tax Secret in Real Estate Investing!
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss a commercial real estate tax secret that could save you tons of money!
Time Stamps:
0:00 - Introduction to the episode
1:22 - Closing deals in Henderson, Nevada, and touring properties in Las Vegas
2:25 - Site tour in Jacksonville, Florida, and excitement about a new deal
3:30 - Teaser about the main topic: taxes in real estate investing
4:35 - Introduction to the concept of being a real estate tax professional
8:52 - Criteria for qualifying as a real estate professional: More than 50% rule and the 750-hour requirement
11:02 - IRS stipulations on qualifying activities for real estate professionals
12:06 - Discussion about the single taxpayer requirement and the exception for married couples
14:19 - Mention of IRS requirements for documentation and the importance of justifying real estate professional status
15:30 - Recap of the benefits and savings for those who qualify as real estate professionals
17:54 - Clarification that being a real estate professional doesn't grant additional write-offs but enhances the use of existing real estate investments
19:00 - Final thoughts on the significance of being a real estate professional for tax purposes
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
25 min
November 06, 2023Episode 125 - 8 Tax-Saving Strategies in Commercial Real Estate!
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss various ways to save money on your taxes in commercial real estate.
Time Stamps:
0:00 - Introduction to the podcast.
1:13 - Self-directed IRAs and tax advantages.
4:29 - Short-term income vs. long-term capital gains.
8:58 - Explanation of 1031 exchanges.
11:14 - Depreciation and deductible business expenses.
13:21 - Benefits of borrowing money instead of selling.
17:49 - Equity farming and long-term property ownership.
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
29 min
October 30, 2023Episode 124 - Breaking Down Industry Standard FEES in Commercial Real Estate
Today hosts Braden Cheek, Brian Duck and Joel Thompson demystify sponsorship fees in commercial real estate.
Time Stamps:
0:00 - Introduction
2:21 - Explaining acquisition fees and their purpose
5:39 - Details on debt guarantee fee and its significance
7:59 - Discussion on asset management fee and alignment with investors
10:11 - Comparing our fee structure to industry standards
14:45 - Overview of the waterfall structure and profit sharing
17:02 - Clarifying how fees are calculated and industry standards
19:15 - Discussion on industry standards for various fees
21:44 - How investors can verify industry standards for fees
25:15 - Addressing excessive fees and how to avoid them
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
30 min
October 23, 2023Episode 123 - Strategies for Early Retirement: Building Passive Income in Commercial Real Estate!
Today hosts Braden Cheek, Brian Duck and Joel Thompson discuss the power of passive income through commercial real estate.
Time Stamps:
0:00 - Introduction
2:29 - Impact on Real Estate and Short-Term Interest Rates
4:34 - Rethinking Retirement Goals
6:52 - Examining Lifestyle and Financial Freedom
9:10 - Achieving Financial Freedom and Discipline
11:20 - The Value of Passive Income
14:39 - Encouragement to Set Retirement Goals
*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**
https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Leave a review and win FREE MERCH!
https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290
Links mentioned in this episode:
www.TheCriterionFund.com
www.HowToInvestInCRE.TV
Invest.HowToInvestInCRE.com
To sign up for our exclusive investor list, click below.
https://www.thecriterionfund.com/join-our-investor-list
18 min