Real Estate Roundtable

👨‍💼With Special Guest:  Brett Swarts

In this episode of the Real Estate Round Table, host Lance welcomes Brett Swarts, founder of Capital Gains Tax Solutions and an expert in tax deferral strategies. Brett shares his insights on preserving wealth through innovative techniques like the Deferred Sales Trust (DST), which helps investors defer capital gains taxes and unlock new investment opportunities. Brett discusses his inspiration for specializing in capital gains tax deferral, stemming from personal experiences and observing the financial pain of friends and clients during the 2008 real estate crash. He further explains the mechanics of a DST, the difference between DSTs and the traditional 1031 exchange, and how the DST can be applied to various asset sales, including real estate, businesses, and cryptocurrencies. Throughout the episode, Brett shares success stories of clients who have significantly benefited from his strategies, turning potential financial crises into opportunities for growth and passive income. This episode is a must-listen for anyone looking to maximize their investment potential while strategically deferring capital gains taxes.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“   don't trade what's good for what could be great. ”

📇Connecting with Brett Swarts

Instagram: https://www.instagram.com/brett_swarts/LinkedIn: https://www.linkedin.com/in/brett-swarts/

Facebook: https://www.facebook.com/brett.swarts/

Website: https://capitalgainstaxsolutions.com/meet-brett/

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 
⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/

👨‍💼With Special Guest:  Jeremy Goodrich

In this episode of Real Estate Round Table, host Lancelot welcomes Jeremy Goodrich, founder of Shine Insurance, to discuss the complexities of real estate insurance. Jeremy, a former school teacher turned insurance advisor, shares his journey and mission to educate and protect real estate investors. The conversation covers common mistakes investors make with insurance, the importance of seeing an insurance advisor as a key team player, and the impact of recent market changes on insurance premiums. Jeremy also offers insights into state-specific challenges in places like Florida and Texas, the role of risk management, and the future of the real estate insurance industry. Listeners are provided with practical advice on building a trusted relationship with an insurance advisor to safeguard their investments. For more information on Jeremy Goodrich and his work, visit ShineInsurance.com.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“   Insurance is a tool that we can use to manage risk. We can take more risk because we have insurance and it can bail us out in bad situations. ”

📇Connecting with Jeremy Goodrich

Facebook: https://www.facebook.com/jegoodri/

Instagram: https://www.instagram.com/jgshines/

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

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/
⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/

👨‍💼With Special Guest:  Tracy Henning

In this episode of the Real Estate Roundtable, Tracy Henning, founder of Porchlight, shares expert strategies for leveraging social media in the real estate industry. Tracy discusses her journey from 30 years in real estate to creating Porchlight, a platform to help agents grow their online presence. She emphasizes the importance of local content, personal branding, consistent posting, and proper profile set-up. Tracy also highlights the evolving role of video content and AI tools in streamlining social media efforts. Tune in to learn actionable tips for transforming social media engagement into profitable business opportunities.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“  do not doubt that people aren't watching you because they're watching you. ”

📇Connecting with Tracy Henning

Instagram: https://www.instagram.com/porchlyte/?hl=enLinkedIn: https://www.linkedin.com/in/porchlyte/

Facebook: https://www.facebook.com/PorchLyteForTheModernRealtor

Website:https://porchlyte.com/

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/
⭐ Produced byIcons of Real Estate - https://iconsofrealestate.com/

👨‍💼With Special Guest:  Emre Basman

In this episode of the Real Estate Round Table, we feature Emre Basman, the innovative founder of Armina Lux and Armina Stone Miami. Emre shares his journey from starting his business after completing his MBA to becoming a major player in the luxury stone market. He discusses the challenges and triumphs of establishing his brand, including a major project with 84 Lumber and the upcoming grand opening of Armina Lux on March 20th. Emre also offers valuable insights on incorporating high-end stone materials in home projects, the importance of passion and work ethics in business, and his vision to expand Armina as a nationwide brand. Tune in for an inspiring conversation about beauty, innovation, and the future of luxury stone design.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“   When we pass away, The legacy that we will leave behind will be the help that we did to people with needs. ”

📇Connecting with Emre Basman

Instagram: https://www.instagram.com/emrebasman1/?hl=en

LinkedIn: https://www.linkedin.com/in/emre-basman-9ba80420/

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/
⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/

👨‍💼With Special Guest: Lisa Ann Carter

In this episode of the Real Estate Round Table, host welcomes Lisa Carter, a passionate and dedicated real estate expert from Mount Dora, Florida. Lisa shares her journey, inspired by her father's legacy as a carpenter, and discusses her approach to helping families find their dream homes. From in-depth buyer consultations to insights into local market nuances and the charm of Mount Dora, Lisa emphasizes the importance of listening, relationship building, and providing exceptional service. Additionally, Lisa provides valuable advice for first-time homebuyers and highlights the rewarding aspects of transforming houses into homes. Tune in for an inspiring conversation filled with local expertise, heartfelt stories, and practical tips for navigating the real estate market.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“    you can't treat people with commission breath. It can't just be about your payday  ”

📇Connecting with

Facebook: https://www.facebook.com/CentralFLRealEstateMatchMaker/

Instagram: https://www.instagram.com/lisaanncarterrealtor/p/DE46SdHuwyz/

LinkedIn: https://www.linkedin.com/in/lisa-ann-carter-921b65a4

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/

⭐ Produced by ⁠Icons of Real Estate⁠ - https://iconsofrealestate.com/

👨‍💼With Special Guest: Jay Tobey

In this episode of Real Estate Roundtable, host Lancelot interviews Jay Tobey, the visionary behind Northstar Financial Group, which has made a significant $150 million investment in the substance abuse and mental health sector. Jay shares his journey from being inspired by neighbors in real estate to mastering property management, raising capital, and understanding private equity strategies. He offers insights on starting in real estate, the importance of property management, the challenges of raising capital, and identifying investments that align with both values and financial goals. Jay's story of resilience and learning through failures provides valuable lessons for aspiring investors and entrepreneurs.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“     If I protect my downside, the upside will take care of itself.  ”

📇Connecting with Jay Tobey

Instagram: https://www.instagram.com/jaytobey18/

LinkedIn: https://www.linkedin.com/in/jay-tobey-114a16155

Website: https://www.northstarfingroup.com/

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/

⭐ Produced by ⁠Icons of Real Estate⁠ - https://iconsofrealestate.com/

👨‍💼With Special Guest: Diane Knepper

In this episode of the Real Estate Round Table, the guest is Diane Knepper, an experienced broker and owner of Knapper Home Team. Diane shares her journey into real estate, starting when she got her license at a friend's encouragement, and rapidly advancing to become a broker. She discusses her transition from a hospitality background, explaining how her skills in relationship management and event planning have helped her excel in real estate. With a focus on market trends, mentoring new agents, and the implications of the recent NAR settlement, Diane emphasizes the importance of collaboration in the industry. The conversation also covers key advice for first-time home buyers, the significant role of effective client relationships, and the evolving real estate landscape influenced by generational shifts. Diane’s dedication to her clients and her community is evident throughout the discussion, offering valuable insights for real estate professionals and buyers alike.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“    You need to surround yourself with the best people so you can reach your goal.  ”

📇Connecting with Diane Knepper

Facebook: https://www.facebook.com/homeiswheretheheartis/

Instagram: https://www.instagram.com/tdknepperhometeam/

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

Website: https://www.knepperhometeam.com/

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/

⭐ Produced by ⁠Icons of Real Estate⁠ - https://iconsofrealestate.com/

👨‍💼With Special Guest: Tyler Gibson

In this episode of Real Estate Roundtable, hosts dive into the investor mindset with Tyler Gibson, a top 5 percent real estate agent in Orlando. Tyler shares his journey from being a part-time realtor to excelling in a competitive market. He discusses leveraging house hacking strategies, the importance of faith and grit, and the key habits leading to his success. Also covered are tips for agents on working with investors, getting started with house hacking, and the crucial role faith plays in his personal and professional life. Tune in to gain insights from the host of the Leads and Leverage podcast, and learn actionable lessons for thriving in real estate.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“   don't get stuck. You have to constantly be growing, constantly be feeding your brain. ”

📇Connecting with Tyler Gibson

Website: https://www.gpghome.com/

Linkedin: https://www.linkedin.com/in/tylergibsonrealtor/

Instagram: https://www.instagram.com/real_tylergibson/

Facebook: www.facebook.com/real_TylerGibson

Tiktok: https://www.tiktok.com/@real_tylergibson?_t=8nvwU42B21W&_r=1

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/

⭐ Produced by ⁠Icons of Real Estate⁠ - https://iconsofrealestate.com/

👨‍💼With Special Guest: Rose Sklar

In this episode of the Real Estate Roundtable, luxury real estate expert Rose Sklar shares her inspiring journey from catering sales to becoming a top realtor in South Florida's high-end market. Rose discusses the transition, her love for Weston, and the valuable lessons learned along the way. The conversation covers trends in luxury real estate, the significance of community engagement, and practical advice for new agents. Listeners will gain insights into Rose's strategies for building relationships, the evolving expectations of luxury buyers, and her predictions for the future of the industry.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“  my biggest advice to anybody in their home, if you have any money whatsoever that you could put toward your home, do a renovation every year, do something in your home and enjoy it before you have to move. ”

📇Connecting with Rose Sklar

Facebook: hhttps://www.facebook.com/SklarTeam/

Instagram: https://www.instagram.com/sklarteam/

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

Website: https://sklarteam.com/

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/

⭐ Produced by ⁠Icons of Real Estate⁠ - https://iconsofrealestate.com/

👨‍💼With Special Guest: Luca Dahlhausen

In this episode of Real Estate Round Table, we delve into the transformative changes in the real estate industry with guest Luca Dahlhausen from Realfinity. They discuss the recent NAR settlement's impact on the commission structure and how agents can adapt and thrive through dual licensing in real estate and mortgages. Luca shares insights on Realfinity's mission, the benefits of dual licensing for agents, the simplification of the mortgage process, and the significant advantages for consumers working with dual-licensed agents. Discover how innovation and evolving value propositions are shaping the future of real estate.

#RealEstateJourney #RealtorLife #ResidentialRealEstate #RealEstateTips #MarketKnowledge #RealEstateSuccess #WorkLifeBalance #RealEstateInsights #LocalMarketExpert #ContinualLearning #RealEstateChallenges #RelationshipFocused #RealEstateImpact #TeamBuilding #RealEstateAdvice

🗣️Notable Quotes:

“  You can only confidently sell something if you really control and understand and have trust in the process. ”

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📇Connecting with   Luca Dahlhausen

Website: https://realfinity.io/ 

🎙️Connecting with Lancelot Lenard

Facebook: https://www.facebook.com/RealtorLancelot

Instagram: https://www.instagram.com/thesirlancelotgroup/

LinkedIn: https://www.linkedin.com/in/lancelot-lenard-10b5b873/