Welcome back to another episode of the Physicians and Properties podcast with your host, Dr. Alex Schloe. Today, we're excited to have Amanda Han back on the show, a fan favorite who previously enlightened us on tax strategies for physicians and real estate investors.

Episode Highlights:

➔ Refresher on Tax Basics: If you missed Amanda’s previous episode, make sure to check it out for a solid foundation in tax strategy essentials we build upon today.
➔ Answering Your Tax Questions: After a wave of listener inquiries from Amanda's last visit, we dive deeper into common tax strategy questions from physicians and tackle new complex scenarios.
➔ Retirement Accounts for Real Estate: Explore the strategic use of retirement accounts like self-directed IRAs and solo 401(k)s for investing in real estate. Learn which option might be best for your investment goals and understand the benefits they offer.
➔ Simplifying Complex Tax Concepts: Amanda has a remarkable gift for breaking down complicated tax strategies into easily understandable advice, ensuring even beginners can grasp and apply these tactics.

Key Takeaways:

➧ Deep dive into advanced tax strategies specifically tailored for real estate investors.
➧ Insights on optimizing your investment structure to leverage tax benefits fully.
➧ Practical advice on using retirement accounts to enhance your real estate investment portfolio.

Be sure to listen to this informative session with Amanda Han to advance your knowledge of sophisticated tax strategies. If this episode adds value to your investment or professional practice, please leave us a five-star rating, review, and subscribe to the podcast.

This discussion is crucial for anyone looking to deepen their understanding of tax implications in real estate and beyond. Tune in to broaden your investment horizons and take control of your financial future with expert advice from Amanda Han!

Listen to Amanda Han's First Episode Here

Connect with Amanda Han:
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If you found value in this episode, please consider sharing it with someone who might benefit and leave us a five-star rating and review on your favorite podcast platform.

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

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Welcome back to the Physicians and Properties Podcast! In today's special episode, your host Dr. Alex Schloe takes a reflective journey through personal milestones and profound patient stories that highlight the impact of incremental changes in achieving monumental results.

Episode Highlights:

➔ Life Reflections at 32: Dr. Schloe shares intimate reflections on celebrating his 32nd birthday, recognizing his blessings, and the joy of family life with his wife Stephanie and their sons, Jack and Owen.

➔ Family Adventures in Nature: Hear about a memorable family trip to Rocky Mountain National Park, where the simple joys of hiking and spending time in nature brought powerful life lessons to the forefront.

➔ Jack’s Mountain: An inspiring recount of Dr. Schloe and his son Jack’s hike in Rocky Mountain National Park, symbolizing the life mantra "one step at a time" — a story of resilience and motivation.

➔ Transformative Patient Story: Dr. Schloe shares a heartwarming story of a patient who, by taking small, consistent steps, dramatically transformed her health and inspired her family to do the same.

Key Takeaways:

➧ The power of incremental change in achieving substantial life goals.
➧ Reflecting on personal and professional growth through simple yet profound life experiences.
➧ Applying the philosophy of 'one step at a time' to overcome challenges in health, personal life, and financial endeavors.
➧ The impact of deep patient-doctor relationships and taking time to address foundational health and lifestyle changes.

Whether you're navigating the path of financial independence, professional growth, or personal health, this episode is a testament to the fact that all big achievements stem from humble beginnings. Join us for a dose of motivation and practical wisdom, proving that when faced with life's mountains, taking it one step at a time can lead to the peak.

If you found value in this episode, please consider sharing it with someone who might benefit and leave us a five-star rating and review on your favorite podcast platform.

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Welcome back Savvy listeners to another episode of the Physicians and Properties podcast with your host, Dr. Alex Schloe. Today's episode features the expert insights of Kaaren Hall, CEO of UDirect IRA Services, who has guided tens of thousands of Americans through diversifying their investments using self-directed IRAs.

Episode Highlights:

➔ Unlocking Your IRA's Potential: Discover how you can use your retirement funds, like IRAs or 401ks, to invest in real estate or other alternative assets, significantly expanding your investment capabilities beyond traditional Wall Street options.

➔ Expert Insights with Kaaren Hall: Kaaren Hall brings her extensive experience with self-directed IRAs, explaining the process, benefits, and considerations of using these types of accounts for diversifying investments.

➔ Real Estate Investments via Self-Directed IRAs: Learn about the opportunities and steps involved in using your retirement funds to make direct real estate investments, potentially leading to greater control and higher returns on your investments.

➔ Navigating Legal and Tax Considerations: Gain valuable insights into the legal and tax implications of using self-directed IRAs for real estate investments, ensuring you make informed and compliant decisions.

Key Takeaways:

➧ Understanding Self-Directed IRAs

➧ Strategies for Real Estate Investments

➧ Benefits of Diversifying Investments

➧ Empowering Control Over Investments

Be sure to listen to the full episode to delve deeper into the world of self-directed IRAs with Kaaren Hall and learn how you can leverage your retirement funds to build wealth in real estate. 

This episode is a must-listen for anyone looking to expand their investment horizons and take active control of their financial future. If you found value in this episode, please leave us a five-star rating and review on your favorite podcast platform.

Connect with Kaaren Hall:
LinkedIn
UDirect
Facebook
Instagram

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

Facebook Community
Website
Instagram

Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Welcome back Savvy listeners to another episode of the Physicians and Properties podcast with your host, Dr. Alex Schloe. In today's inspiring episode, we are joined by the remarkable Gino Barbaro. This episode is packed with invaluable insights that highlight Gino's journey from a pizzeria owner to a real estate mogul.

Episode Highlights:

➔ From Pizzeria to Real Estate Mogul: Discover Gino's incredible journey from owning a pizzeria to building a real estate empire with over 2,200 multifamily units and $350 million in assets.

➔ The Power of Education and Community: Learn how Gino emphasizes the importance of education and surrounding yourself with the right people to achieve success in real estate investing.

➔ Evaluating Deals and Vetting Syndicators: Gain practical insights into evaluating different real estate deals, vetting syndicators, and aligning interests with sponsorship groups.

➔ Passive Investing for Physicians: Explore the opportunities in passive investing and how physicians can benefit from programs like Passive Investor Pro to analyze and invest in syndications effectively.

Key Takeaways:

➧The significance of education and a strong community in achieving real estate success.
➧Practical tips for evaluating real estate deals and vetting syndicators.
➧The benefits of passive investing for physicians and how to get started with Passive Investor Pro.
➧How aligning interests with sponsorship groups can lead to better investment outcomes.

Be sure to listen to the full episode to learn more about Gino Barbaro's journey and how you can apply his insights to your own real estate investing strategies. This episode was incredibly fun and informative, and I'm confident you'll gain a lot of value from it.

If you enjoyed this episode and learned something new, please leave us a five-star rating and review on your favorite podcast platform.

Connect with Gino Barbaro
Jake and Gino Library
Passive Investor Pro
LinkedIn
Instagram

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

Facebook Community
Website
Instagram

Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Welcome to another episode of the Physicians and Properties podcast with your host, Dr. Alex Schloe. In today's inspiring episode, we are joined by the remarkable Mandy McAllister. This episode is packed with invaluable insights that highlight Mandy's humility, generosity, and extensive knowledge.

Episode Highlights:

➔ The Power of Community and Abundance Mindset: Discover how fostering a strong community and adopting an abundance mindset can transform your life and investments.

➔ Investing in Multifamily and Commercial Properties: Learn Mandy's strategies for purchasing small multifamily and commercial multifamily properties.

➔Small Business Acquisitions: Gain insights into Mandy's recent acquisition of a seven-bay car wash near Chicago and how such investments can diversify your portfolio.

➔GoBundance for Women: Explore the incredible organization GoBundance for Women, designed for women focused on health, wealth, life changes, and financial freedom. If you're a woman looking to connect with like-minded individuals, this segment is a must-listen.

Key Takeaways:

• The significance of community and support networks in achieving financial freedom.
• Practical tips for investing in real estate, from small multifamily units to larger commercial properties.
• The benefits of small business acquisitions as part of a diversified investment strategy.
• How GoBundance for Women can help you find your tribe and elevate your journey to success.

Be sure to listen to the full episode to learn more about GoBundance for Women and how you can become a part of this empowering community. This episode was incredibly fun and informative, and I'm confident you'll gain a lot of value from it.

If you enjoyed this episode and learned something new, please leave us a five-star rating and review on your favorite podcast platform.

Connect with Mandy
Website
Instagram
LinkedIn
Facebook
Free Financial Freedom Calculator

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

Facebook Community
Website
Instagram

Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Welcome back, savvy listeners, to the 52nd episode of the Physicians and Properties Podcast! Today, we celebrate our one-year anniversary of empowering physicians to achieve financial freedom through real estate investment. 

In this special episode, Dr. Alex Schloe reflects on the highs, lows, and invaluable lessons from our journey over the past year.

Join us as we share personal highlights, including the joyous birth of Dr. Alex's son Owen, and the enriching experiences of family time, fitness goals, and memorable trips. Dr. Schloe delves into the progress and challenges in our real estate ventures, from successful investments in residential assisted living homes to overcoming hurdles with property management.

Discover how community, networking, and continuous learning have been pivotal in our growth, and get a sneak peek into our exciting upcoming projects, including the launch of the RAL Room Mastermind and our residential assisted living syndication fund.

Episode Highlights:

• Reflecting on one year of podcasting and 52 episodes
• Personal and family milestones, including the birth of Dr. Alex's son Owen
• Real estate achievements and new ventures in residential assisted living
• Challenges faced in property management and tenant issues
• Importance of community, networking, and continuous learning

Key Takeaways:

• The value of balancing professional and personal life
• Strategies for successful real estate investment and overcoming challenges
• The power of community and networking in achieving financial freedom
• Upcoming opportunities and projects in the residential assisted living space
• Encouragement to take action, join communities, and continuously learn

If you enjoyed this episode, please subscribe, leave a five-star review, and share it with your friends and colleagues.

Together, we can achieve financial freedom and live life on our own terms. Thank you for being part of this incredible journey!

Free 10-Step Guide to Buy Your First or Next RAL
The RAL Room Waitlist

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

Facebook Community
Website
Instagram
Youtube

Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Welcome back to another episode of the Physicians and Properties Podcast! In today’s episode, we dive into the world of boutique hotel investing with Blake Dailey, an Air Force veteran who has transitioned into a highly successful real estate investor.

Blake shares his journey from starting with a single Airbnb unit to scaling his business across four states with over 200 short-term rental listings generating millions in revenue annually. We also discuss our partnership on the Tremont Lodge in the Smoky Mountains of Colorado and the critical role of building a strong team and community to accelerate growth.

If you're curious about new asset classes to invest in or looking to scale your short-term rental portfolio to the commercial side, this episode is for you.

What You'll Learn:

➛The Power of House Hacking: How Blake started his investment journey and the lessons learned from his first Airbnb unit.

➛Scaling to Boutique Hotels: The strategic steps involved in moving from individual short-term rentals to managing a significant portfolio in the hospitality industry.

➛Building a Winning Team: Insights into assembling a team and community that drives business growth and operational success.

➛Investment Opportunities: Why boutique hotels and residential assisted living facilities are attractive investment options in the current market.

➛The Tremont Lodge Project: A closer look at our joint venture in the Smoky Mountains of Colorado and what it entails for potential investors.

Key Takeaways:

• Strategic Expansion: Blake’s approach to expanding his business and why geographic and operational scaling is crucial.
• Community and Support: The importance of building a robust network and how it can accelerate your investment goals.
• Investment Insights: Detailed discussion on the benefits and potential of investing in boutique hotels, tailored for those looking to scale their rental businesses or seeking valuable passive investment channels.

Subscribe and Stay Updated:

If you’re inspired by Blake’s journey and interested in exploring similar investment opportunities, don’t miss out on the details and expert advice shared in this episode. Subscribe to our podcast for more stories like Blake’s and leave us a review if you found this episode enlightening!

Follow the Physicians and Properties Podcast for more insightful episodes on the intersection of healthcare and real estate investment.

Connect with Blake Dailey:
Instagram
YouTube
LinkedIn

Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

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Welcome back to another episode of the Physicians and Properties Podcast! 

In today’s episode, we dive into the world of retail real estate with Dr. Mounang Desai, an emergency medicine physician with 25 years of experience who has transitioned into a successful healthcare executive and real estate developer.

In This Episode:

➛Why Retail Real Estate? Explore the appeal and potential of owning buildings like the ones housing popular outlets such as Chipotle.

➛Dr. Desai’s Journey: From emergency medicine to real estate mogul, learn how Dr. Desai made the leap into real estate development.

➛Opportunities in Ground-Up Development: Discover the exciting possibilities in creating retail spaces from scratch.

➛Investing in Unanchored Retail Service Centers: Uncover the potential in investing in shopping centers without a major anchor tenant, a niche yet profitable area of the market.

➛Malabar Hill Capital: Get an inside look at Dr. Desai’s venture, Malabar Hill Capital, and learn how you can get involved in retail real estate investments.

Key Takeaways:

• Transforming Spaces, Transforming Investments: Dr. Desai shares his insights on transforming ordinary locations into thriving business hubs.
• The Business Behind the Buildings: An overview of the strategic and financial aspects of real estate development.
• Staying Up Thinking: The potential of retail real estate that keeps Dr. Desai—and might keep you—thinking about the vast opportunities.

If you’ve been intrigued by the idea of owning a piece of your local shopping scene, this episode provides the perfect primer on where to start, what to expect, and how to succeed.

Connect With Dr. Mounang Desai

LinkedIn

Website

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Welcome back savvy listeners! In this enlightening episode of the Physicians and Properties Podcast, Dr. Schloe welcomes Dr. Jordan Grumet, a hospice physician and a profound voice on financial independence and living with purpose. 

Unlike our usual tactical discussions on real estate and financial strategies, this episode delves deep into the more fundamental aspects of life that enrich financial planning: purpose, identity, and connection.

What You'll Learn:

➻How to discover and align your life's purpose with your financial goals.

➻The importance of understanding your identity beyond your professional role.

➻Strategies for cultivating meaningful connections that enrich both personal and professional life.

➻Insights from Dr. Grumet’s book, Taking Stock, which offers a hospice doctor's perspective on building wealth and living regret-free.

➻A preview of Dr. Grumet's upcoming book, The Purpose Code, and how it aims to transform readers' approach to life and finances.

Episode Highlights:

• Purpose Over Profit: Dr. Grumet discusses how understanding your life's purpose is crucial before embarking on financial endeavors.
• Living Without Regrets: Insights into how envisioning your obituary can help you live a life aligned with your true values.
• Time Freedom: Exploring the ultimate freedom and how Dr. Grumet utilizes it to pursue his passions.

If you find value in our conversation today, consider supporting Dr. Grumet by purchasing his books. Don’t forget to leave us a five-star review and subscribe to the Physicians and Properties Podcast to stay updated with more insightful episodes like this one.

Connect with Dr. Jordan Grumet:
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Spotify
Website
LinkedIn
Facebook

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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Welcome back to another episode of the Physicians and Properties Podcast. Have you ever wondered if it's truly possible to have it all—a fulfilling career in medicine and the freedom to enjoy life on your terms? 

This episode of Physicians and Properties is your answer. Join your host, Dr. Alex Schloe, as he explores the transformative journey of Dr. Daniel Shin, the Darwinian Doctor, from a high-stress surgical career to a life of flexibility and family focus through real estate investing.

What You'll Learn

➻The Shift from Surgeon to Investor: How Dr. Shin transitioned from working 60-hour weeks with a two-hour commute to embracing the flexibility of locum tenens and real estate investing.

➻Strategies in Multifamily Real Estate: Insights into Dr. Shin's approach to multifamily properties and how it has enabled his lifestyle transformation.

➻Balancing Medicine and Personal Life: Practical tips on how locum tenens work can offer a more balanced lifestyle for medical professionals.

➻The Power of Real Estate for Physicians: Dr. Shin discusses how real estate investing can complement a medical career, offering both financial freedom and time to prioritize what's truly important.

Episode Highlights

• Dr. Shin’s journey from a full-time urologic surgeon to a real estate investor.
• Key strategies for managing multifamily real estate investments.
• How locum tenens work supports a flexible lifestyle.

Thank You for Tuning In!

As we wrap up another insightful episode, we invite you to reflect on your own professional and personal goals. 

If Dr. Shin's story inspired you, consider what changes you can make to align more closely with your ideal lifestyle. Don't forget to rate us five stars and leave a review if you gained value from this episode. Your feedback not only motivates us but helps other physicians find us and transform their lives, just like Dr. Shin.

Connect with Dr. Daniel Shin

Instagram
LinkedIn
YouTube
Twitter
TikTok
Facebook
Website

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

Need fast, flexible funding for your next real estate deal? Doc2Doc Lending built by physicians, for physicians offers quick liquidity, no prepayment penalties, and soft credit checks. Trusted by thousands of doctors. Learn more at Doc2DocLending.com

If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below:

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