Turning Profit

Strategies for Tax Mitigation and Real Estate Success with Mathew Owens


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In this episode of the Turning Profit Podcast, we dive into advanced real estate investment and tax strategies with Mathew Owens, CPA and seasoned real estate investor.

Mathew shares his journey from leaving his CPA firm to flipping over 1,000 houses, the lessons learned from the 2008 financial crash, and the importance of setting up the right legal and tax structures.

He also discusses his diversified investment approach, which includes multi-family properties, mobile home parks, and lending.

The conversation highlights various ways to mitigate taxes, raise capital, and efficiently manage multiple entities across different states.

If you're interested in sophisticated real estate investment tactics and tax planning, this episode is a must-listen.


Key Takeaways:

Introduction (00:00)

Introduction to Mathew Owens (00:22)

Mathew's Journey from CPA to Real Estate (01:30)

Overcoming Challenges in Real Estate (02:24)

Current Real Estate Ventures (03:25)

Tax Planning and CPA Firm (04:27)

Entity Structures and Liability Protection (07:30)

Investment Strategies and Diversification (11:27)

Raising Capital and Fund Structures (17:50)

Debt Financing and Personal Guarantees (21:39)

Investor Protection and Bank Loans (23:07)

Interest Rate Arbitrage Explained (23:32)

Strategies for Raising Capital (27:25)

Building Trust with Investors (29:42)

Favorite Real Estate Niches (37:28)

Economic Outlook and Investment Tips (39:03)

Conclusion and Contact Information (42:36)

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Turning Profit is a podcast for people who love real estate, brought to you by Pete and Heather Reese.

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Turning ProfitBy Pete and Heather Reese

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