Passive Income Pilots

On this episode of Passive Income Pilots, Tait and Ryan interview Neal Bawa, CEO and Founder of UGro and Grocapitus, leading commercial real estate investment firms. Neal's expertise in real estate analytics has built a portfolio of over 4,800 units and $1 billion in assets under management. With a strong following among data-driven investors and over 1,000 five-star reviews on his Real Estate Data Analytics course on Udemy, Neal provides valuable insights into the economy's impact on the real estate industry, particularly the multifamily sector. He discusses the distress in multifamily syndication, navigating the current market, and evaluating reliable syndicators. Neal also explores public facilities corporations, tax-exempt entities, and the influence of AI on the economy, job losses, interest rates, and zoning laws. Enjoy the show!

Timestamped Show Notes

(00:00) Intro

(03:00) State of the economy and the real estate industry

(05:13) Why is multifamily in trouble?

(09:59) The multifamily syndication market is in distress

(11:58) It is a two-faced market

(16:40) What were the indicators that made Neal slow down?

(18:25) How to move forward from this situation?

(23:08) Public facilities corporations and tax-exempt entities

(25:38) Legislation in Texas about property taxes

(26:29) Identifying syndicators to invest with in the upcoming market

(29:54) What made 2022 a challenging year

(31:48) What does the current economy mean for an airline pilot?

(36:11) Why recessions are a good thing for the economy

(37:28) AI's effect on the economy

(40:03) What's exciting about AI?

(46:50) Possibility of job losses

(50:27) Why are interest rates going down?

(53:40) Ultra-cheap BTR (built-to-rent) properties

(56:12) Influence of zoning laws and federal mandates on manufactured housing

(59:45) Outro

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Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

...

Today on Passive Income Pilots, Tait and Ryan share their candid experiences with passive and active investment deals. Inspired by the aviation industry's ASAP reports, they offer real-life lessons for pilots and investors. Ryan recounts his cautionary tale in real estate investing, while Tait discusses his blunders with his first passive deal. Together, they provide actionable advice and strategies to help listeners navigate their investment journey. Enjoy the show!

(00:00) Intro

(01:12) What is an ASAP report?

(03:14) Ryan recommends listening to your wife and having a plan when investing

(07:44) How Ryan does due diligence on a syndicator or operator

(10:55) Tait's first passive deal

(16:02) Interviewing referrals

(20:07) Transitioning to commercial real estate investing

(22:53) Legally avoid property tax increases

(25:00) Dealing with contractors

(34:00) Outro

Resources Mentioned

#9 - Demystifying IRAs: Transfers Vs. Rollovers with Carrie Cook

The Tax Advantages of Being an Investor

---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

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Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

On this episode of Passive Income Pilots, Tait and Ryan interview Charles Krawitz, a financing industry veteran with over 30 years of experience. Charles has held leadership roles at ABN AMRO, KeyBank, and Fifth Third Bank and is currently the Senior Vice President, Chief Capital Markets Officer, and Head of Commercial Lending at Alliant Credit Union. He discusses the benefits of working with credit unions, yield maintenance, commercial real estate market trends, and the role of commercial mortgage brokers in securing optimal financing terms. Charles also shares insights on Alliant's due diligence process and the advantages of exclusive partnerships. Enjoy the show!

Timestamped Show Notes

(00:00) Intro

(04:57) A brief history of the credit union and Charles' backstory

(10:39) What's the difference between a bank and a credit union?

(12:19) Why should you bank with a credit union?

(17:44) Thomas' background

(19:10) How Thomas figures in facilitating Spartan loans

(22:01) Yield maintenance and the debt landscape

(25:18) The advantage of working with a credit union

(28:15) Transactional activities

(29:40) The health of the commercial real estate market

(32:15) Alliant's due diligence criteria and process

(39:25) Working with commercial mortgage brokers

(47:56) Benefits of exclusivity

(49:05) How does a borrower qualify for a loan?

(52:26) Common objections and how to overcome them

(55:55) How much negotiation can you do?

(57:11) Levers you can pull when negotiating for a loan

(58:23) Loan docs and when you know the loan is final

(1:06:04) How to connect with Charles

(1:07:20) Outro

---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

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Follow us on X @IncomePilots

Get our updates on LinkedIn

Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

On this episode of Passive Income Pilots, Tait and Ryan interview Tarl Yarber, a seasoned real estate investor and CEO/Founder of Fixated Events, Fixated Capital, Fixated Funding, and The Limitless Expo. With over 600 single-family homes purchased, rehabbed, and re-sold, Tarl has transitioned from house flipping to mastering the BRRRR (Buy, Rehab, Rent, Refinance, Repeat) investment model. As a leading contributor to BiggerPockets, Tarl shares his expertise in creating efficient real estate systems and scaling businesses. He discusses his journey into real estate, common mistakes new investors make, and practical strategies for finding and analyzing deals. Enjoy the show!

Timestamped Show Notes

(00:00) Intro

(04:08) Tarl's backstory

(08:43) Advice for someone thinking about investing

(11:25) Best way to find a starter real estate property

(14:41) Should you do it yourself?

(16:42) Finding and analyzing deals

(20:36) Recommended resources for qualifying deals

(22:35) Working with real estate professionals

(24:31) Finding and approaching closing agents

(26:40) Business development reps

(29:30) How to identify wholesale real estate

(31:13) What's the worst thing that has happened?

(36:50) Tarl's systems and processes

(41:30) Method for making offers

(45:47) Financing and business strategies

(47:20) Tarl's events and meetups

(54:37) BRRRR strategy

(58:47) Outro

Connect with Tarl

Instagram

LinkedIn

---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

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Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

On this episode of Passive Income Pilots, Tait and Ryan interview Clint Coons, founding partner of Anderson Business Advisors, a legal and tax firm with over 450 employees. Clint, an expert in entity structuring for real estate investors, shares his extensive experience from acquiring over 200 properties. As an author and educator, Clint has published numerous resources on real estate investing and asset protection, including his book "Asset Protection for Real Estate Investors." In this episode, Clint provides invaluable insights on asset protection and LLC strategies to safeguard investments, including liability separation, LLC setup, and estate planning. He also covers tax returns with LLCs and the role of holding companies. Enjoy the show!

Timestamped Show Notes

(00:00) Intro

(02:11) Brief overview of Anderson Business Advisors and Clint's expertise

(04:30) Separating your liability exposure

(07:23) Do you really need an LLC before you can start investing?

(11:25) Structuring your investments and protection strategies

(16:02) Where should you set up the LLC?

(24:49) Wyoming LLC vs. Delaware LLC

(26:51) Hire the right people to help you protect your investments

(27:49) Common advice for pilots

(31:31) What to do after setting up your living will and trust

(34:41) Annual maintenance of your LLC

(41:36) Tax returns, holding companies, and disregarded LLCs

(48:45) How to find Clint

(49:35) Outro

Protect your investments today and stop unnecessary risks, and join the join the Real Estate Asset Protection Live Stream Workshop and Seminar

---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

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Follow us on X @IncomePilots

Get our updates on LinkedIn

Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

Today on Passive Income Pilots, Tait and Ryan share their journey to creating $8M in equity with a storage facility. Ryan discusses his recent visit to his East Coast portfolio with the new president of FreeUp Storage. Tait delves into his real estate investing journey, comparing single-family and multifamily properties, and explains why commercial real estate is a lucrative investment. They cover key real estate investment terminologies and strategies, including cap rates, value-add deals, and syndication investments, providing essential insights for investors. Enjoy the show!

Timestamped Show Notes

(00:00) Intro

(01:58) FreeUp Storage brought on a new president

(04:39) Tait's first single-family investment

(05:58) Multifamily investment insights

(06:36) Understanding cap rates

(13:03) Exploring value-add deals

(21:55) Syndication investment explained

(29:09) Difference between Turbine Capital and Spartan Investors

(34:26) How can they promise high returns?

(37:06) Unregistered vs. registered securities

(38:47) How to learn more about syndication

(39:58) Outro

---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

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Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

On this episode of Passive Income Pilots, Tait and Ryan welcome back Toby Mathis for an insightful discussion on depreciation and tax strategies for investors. Toby, a renowned attorney, investor, speaker, and bestselling author, is the founding partner of Anderson Business Advisors. Known for his expertise in business and real estate investing, Toby educates U.S. investors through his popular "Tax Tuesday" webinars. His book "Infinity Investing" is an Amazon bestseller and Global Book Award winner. Toby delves into depreciation, bonus depreciation, cost segregation, and tax-saving strategies, providing actionable insights for investors. Enjoy the show!

Timestamped Show Notes

(00:00) Intro

(02:27) What is depreciation, and how does it work?

(08:30) Why do you need a cost segregation study?

(11:34) Understanding bonus depreciation

(15:10) Restrictions on applying losses

(19:59) Types of expenses you can write off

(25:05) Cost segregation on an Airbnb to offset W2 income

(30:02) What happens when you sell the property?

(33:15) What is a cost segregation study?

(36:20) Understanding passive capital gains

(42:27) Wiping out taxes from previous years

(45:05) What can you depreciate?

(49:08) What happens when you want optionality?

(53:05) Who can benefit from Anderson's services?

(01:01:55) How to connect with Toby

(01:03:15) Outro

Connect with Toby

AndersonAdvisors.com 

TobyMathis.com

Youtube

Tax Tuesdays 

---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

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Get our updates on LinkedIn

Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

On this episode of Passive Income Pilots, Tait interviews Sam Wilson, a seasoned real estate investor, entrepreneur, and host of the popular podcast "How to Scale Commercial Real Estate." With over a decade of experience in self-storage, parking, multifamily properties, single-family homes, RV resorts, and laundry facilities, Sam has a diverse background in real estate and business management. He specializes in acquiring and syndicating niche commercial assets that provide stable, cash-flowing returns. Sam shares his journey into real estate, from buying foreclosed homes to building a laundromat empire, offering valuable strategies for navigating depreciation, inflation, and creating recession-resistant businesses. Enjoy the show!

Timestamped Show Notes

(00:00) Intro

(02:39) How Sam got into real estate

(04:24) How foreclosed auctions work

(07:33) Challenges of scaling single-family housing

(09:27) Investing in parking lots and parking garages

(16:26) The importance of skip-tracing in real estate

(19:39) Building a laundromat empire

(30:21) Strategies for consolidation

(34:34) Understanding depreciation in real estate

(37:49) Making a business inflation and recession-resistant

(40:59) Outro

Connect with Sam



Podcast: How to Scale Commercial Real Estate

LinkedIn: https://www.linkedin.com/in/samwilsonhowtoscalecre 

Website: https://brickeninvestmentgroup.com/ 

---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

Remember to subscribe for more insights at PassiveIncomePilots.com!

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Follow us on X @IncomePilots

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Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

On this episode of Passive Income Pilots, Tait & Ryan interview Russell Gray.

Russell Gray is the co-host of The Real Estate Guys Radio Show, a leading investment talk program airing on conventional radio since 1997 and podcasted in over 180 countries. With over 18 years of experience on the show, Russell has interviewed a variety of industry leaders and subject matter experts, including Robert Kiyosaki, Steve Forbes, Peter Schiff, and Donald Trump. As a financial strategist with a background in financial services dating back to 1986, he is a sought-after speaker and author, having co-authored the highly-rated book, Equity Happens. Russell also taught Real Estate Finance to Realtors®, pursuing the prestigious GRI designation as a faculty member for the California Association of Realtors.

Russell talks about his personal journey of breaking into the real estate industry, and highlights the parallels between the real estate crisis of 2008 and the current financial crisis. He shares insights for pilots who are considering entering the real estate investment world and shares effective strategies to safeguard and expand existing businesses in today's uncertain economic climate. Cash flow and diversified income streams are particularly significant for pilots, and Russell discusses portfolio management and firewalls for protecting investments. He emphasizes the benefits of seeking education and knowledge from multiple mentors and how new investors can take advantage of collapsing timelines in real estate investing.

Enjoy the show!

Show notes:
[0:00] Intro
[2:33] Where Ryan learned about syndication
[4:02] How Russell got started in real estate
[12:10] The real estate crisis of 2008 and the current financial crisis
[20:30] How can a pilot get started in these turbulent times?
[27:40] What can Ryan do for his business in these times?
[29:30] A pilot's life, income, cash flow, and multiple-income streams
[31:58] Cash flow vs. equity investing
[36:29] Portfolio management and firewalls
[43:11] Build education and knowledge from multiple mentors
[46:41] Start with investing in education
[50:36] Collapsing timelines by accelerating your knowledge and tapping your network
[53:50] Advantages of being a limited partner
[55:52] How to connect with Russell
[57:42] Outro

Connect with Russell:
Website: http://www.realestateguysradio.com/ 
Russell's book: https://realestateguysradio.com/equity-happens/  

You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

Reach out to the hosts:
Email: [email protected]

Tait Duryea
CEO Turbine Capital
www.turbinecap.com

Ryan Gibson
CIO Spartan Investment Group
www.spartan-investors.com

Today on Passive Income Pilots, Tait and Ryan dive into their first one-on-one episode, offering a captivating overview of the current financial climate. They discuss skyrocketing interest rates and inflation, providing invaluable insights on staying ahead by leveraging interest arbitrage strategies and exploring the best investments for success. Discover how to navigate this environment and make informed financial decisions. Enjoy the show!

Timestamped Show Notes

(00:00) Intro

(01:51) Quick history on how we got to the current financial situation

(06:05) How to win in this environment?

(09:00) The difference between 1-year, 3-year, and 5-year CDs

(12:45) Interest arbitrage strategies

(22:02) Buy your toys, but have your investment pay for it

(24:20) Debt Fund with Spartan Investment Group

(28:50) Redemption after 2 years

(30:20) Understanding Loan-to-Value (LTV)

(31:20) How to find out more about the Debt Fund

(32:31) Outro

---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.

Remember to subscribe for more insights at PassiveIncomePilots.com!

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Get our updates on LinkedIn

Have questions or want to discuss this episode? Contact us at [email protected] See you on the next one!

Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.