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Surgeon Syndicate
Surgeon Syndicate episodes
- Ep49 Collaborative Wealth-Building Strategies for Medical Professionals with Joshua Condado and Colin Davis - Part 1
Explore the power of real estate partnerships with Joshua Condado and Colin Davis, offering their firsthand expertise in this episode. Discover how meaningful conversations and networking play a pivotal role, and uncover the diverse avenues of freedom real estate can unlock. Get geared up to unleash the true potential of property investments today!
What you’ll learn from this episode
- Key benefits of real estate investing with a partner
- Simple ways to learn the basics of real estate
- Reasons why you need deal negotiations and networking
- How real estate provides different types of freedom
- The secret to building relationships in real estate
About Joshua Condado and Colin Davis
Joshua Condado is a CRNA and a successful real estate investor. He is the co-founder of All Day Investments, LLC, and he owns and manages a portfolio of rental properties in the Green Bay area. Growing up in a medical family, Josh thought this was the end of the road for him, but he found real estate investing with his sister and brother-in-law and pioneered their way into hot real estate markets. Josh enjoys spending time with his family and friends in his spare time, cheering on the Green Bay Packers, and exploring Wisconsin. He is also an active member of his community and is passionate about empowering nurses and building communities.
Colin Davis is a registered nurse, and his journey to real estate investing began while working on a travel assignment in Northern California. He saw firsthand the financial challenges that many nurses face and wanted to find a way to achieve financial security for himself and his family. He founded All Day Investments with his wife and brother-in-law and bought his first property in 2020. After a few years of successful investing, Colin left nursing and focused on real estate full-time. He spends his free time surfing the waves of Malibu and Manhattan Beach. Colin is also a strong advocate for environmental protection and is involved in organizations working to protect the California coastline.
Connect with Joshua and Colin
- Website: Investing RN | All Day Investments
- Facebook: Thelifestylecrna | Investing RN
- Instagram: @thelifestylecrna | investingrn.co
- TikTok: @thelifestylecrna
- LinkedIn: Joshua Condado
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
22 min - Ep48: Exclusive Peek into Dr. Mike’s Investment Strategy: Diversification and Income Streams
Dr. Mike gives us an exclusive glimpse into his current investment assets, sharing insights on diversification and strategic investments. Dive in as he delves into the significance of establishing income streams that grant financial freedom and flexibility in work choices. Learn firsthand from his investment roadmap and uncover his strategies to navigate the market and seize opportunities.
What you’ll learn from this episode
- A quick rundown of Dr. Mike’s current investment portfolio
- Potential red flags to watch out for when choosing your next investment
- The value of building income streams that make us work optionally
- Dr. Mike’s investment goals for this upcoming year
- Pros and cons of commercial investing and two ways to invest passively
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
25 min - Ep47 Tax-Efficient Accounting Practices That Can Save You Thousands with Thomas Castelli, CPA, CFP® - Part 2
Take advantage of real estate tax benefits with Thomas Castelli, a CPA and CFP®. In this episode, we'll dive into the Real Estate Professional Status, unravel the vital questions for real estate syndication sponsors, and demystify the workings of self-directed IRAs. Get ready for a wealth of financial insights!
What you’ll learn from this episode
- Real Estate Professional Status: Definition, qualifications, tax benefits
- How to minimize the impact of depreciation recapture tax
- Important tax strategy questions for real estate syndication sponsors
- A brief rundown on what self-directed IRA is and how it works
- Major advantages and key reminders about self-directed IRAs
About Thomas Castelli, CPA, CFP®
Thomas Castelli, CPA, CFP®, is a tax and business advisor and a real estate investor. He helps real investors and business owners reduce taxes and build wealth. The Real Estate CPA helps high-net-worth individuals, syndicates, and funds reduce taxes, streamline accounting, and make better financial decisions that grow their businesses through proactive tax planning and outsourced accounting services. Best of all, they are real estate investors, allowing them to help our clients with accounting and tax advice and provide unique operational insights. He is also the Founder of New Babylon Capital, a holding company that invests in private real estate and businesses and provides passive investment opportunities to accredited investors.
Connect with Thomas CPA, CFP®
- Website: Thomas Castelli, CPA | CPAs for Real Estate Investors
- Podcast: Tax Smart Real Estate Investors Podcast | Apple Podcasts and Spotify
- Facebook: Thomas Castelli
- LinkedIn: Thomas Castelli, CPA, CFP®
- Instagram: @thomascastellicpa
- X: @thomascastelli_
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
23 min - Ep46 Tax-Efficient Accounting Practices That Can Save You Thousands with Thomas Castelli, CPA, CFP® - Part 1
Today, Thomas Castelli, CPA, CFP®, shares valuable insights into handling income and complex property taxes. He'll shed light on the nuanced differences in tax planning between a real estate CPA and a conventional tax accountant, plus practical tax deduction strategies and real estate-related tax benefits. Seize this moment to transform your financial future!
What you’ll learn from this episode
- Tax planning difference between a real estate CPA and a tax accountant
- Examples of a tax deduction strategy employed by real estate CPAs
- Real estate tax advantages: Passive vs. active investor vs. limited partner
- The primary benefits of a 721 exchange in real estate
- Why you need tax professionals and how to vet them properly
Resources mentioned in this episode
- The Richest Man in Babylon by George S. Clason | Kindle and Paperback
- Rich Dad Poor Dad by Robert Kiyosaki | Paperback and Mass Market Paperback
- 235. Unlocking the Secrets of the "721 Exchange": An Overlooked Real Estate Exit Strategy
About Thomas Castelli, CPA, CFP®
Thomas Castelli, CPA, CFP®, is a tax and business advisor and a real estate investor. He helps real investors and business owners reduce taxes and build wealth. The Real Estate CPA helps high-net-worth individuals, syndicates, and funds reduce taxes, streamline accounting, and make better financial decisions that grow their businesses through proactive tax planning and outsourced accounting services. Best of all, they are real estate investors, allowing them to help our clients with accounting and tax advice and provide unique operational insights. He is also the Founder of New Babylon Capital, a holding company that invests in private real estate and businesses and provides passive investment opportunities to accredited investors.
Connect with Thomas CPA, CFP®
- Website: Thomas Castelli, CPA
- Podcast: Tax Smart Real Estate Investors Podcast | Apple Podcasts and Spotify
- Facebook: Thomas Castelli
- LinkedIn: Thomas Castelli, CPA, CFP®
- Instagram: @thomascastellicpa
- X: @thomascastelli_
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
20 min - Ep45: 7 Reasons Why Commercial Real Estate is Your Investment Powerhouse
What's the appeal of real estate investment compared to the US Treasury, and why is it considered a low-risk asset? Discover the true potential of commercial real estate and explore the exceptional opportunities it offers. Unlock insights on the robust benefits and rewards of investing in the ever-thriving real estate market!
What you’ll learn from this episode
- Commercial real estate vs. US treasury: Assets and income type
- Reasons why commercial real estate excels in tax benefits and appreciation
- How commercial investments offer diversification and control
- The power of leverage in real estate and how to use it
Resource mentioned in this episode
- Is a 4% Risk-Free Rate the nail in the coffin for investing in Commercial Real Estate?
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
10 min - Ep44 Seizing Commercial Asset Types in a High-Value Market with Logan Freeman - Part 2
Welcome to another jam-packed episode as Logan Freeman provides valuable nuggets on commercial real estate types, pros and cons, and how to invest in them effectively. Plus, expert broker relation strategies to get you in pro-investor mode. Get the best quality deals and build a rockin’ property portfolio today!
What you’ll learn from this episode
- Unanchored vs. grocery-anchored shopping centers
- Everything you need to know about commercial flex and office space
- Logan’s two fields of expertise in serving potential investors
- Top tips for establishing broker relations as a newbie investor
- What makes commercial real estate a good investment
Resource mentioned in this episode
- The Office
About Logan Freeman
Logan Freeman is the key principal, co-founder, and Chief Development Officer of FTW Investments. He oversees the company's acquisitions and investment strategies. He also personally selects all key investment markets and asset classes to meet investors' goals. He brings to the company over six years of real estate investing experience. Prior to FTW Investments, he was the Director of Acquisitions for a fund where he originated the concept, developed the operating plan, and created the company's products worth over $50M. He acquired over 225 doors in over a year and completed a portfolio refinance, returning the investors' capital and maintaining positive cash flow.
Connect with Logan
- Website: FTW Investments
- Podcast: Invest For The Win | Apple Podcasts and Spotify
- Facebook: Logan Freeman
- Instagram: @livefreeinvestments | @ftwinvestments
- LinkedIn: Logan D. Freeman
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
36 min - Ep43 Seizing Commercial Asset Types in a High-Value Market with Logan Freeman - Part 1
Step into the world of Logan Freeman as he reveals the qualities that differentiate Midwest markets from other headline markets. Gain tips on boosting foot traffic and achieving success in retail while uncovering the latest insights on investment opportunities within retail shopping centers. Decide on the key investment markets and asset categories that align with your investor objectives.
What you’ll learn from this episode
- What sets Midwest markets apart from other prominent markets
- The impact of the volatile market on retail and industrial real estate
- How to increase foot traffic in the retail space
- Why there’s a huge pushback in shopping centers vs. online retail
- Investment opportunities outlook on retail shopping centers
Resources mentioned in this episode
- Howard Marks
- Amazon.com
About Logan Freeman
Logan Freeman is the key principal, co-founder, and Chief Development Officer of FTW Investments. He oversees the company's acquisitions and investment strategies. He also personally selects all key investment markets and asset classes to meet investors' goals. He brings to the company over six years of real estate investing experience. Prior to FTW Investments, he was the Director of Acquisitions for a fund where he originated the concept, developed the operating plan, and created the company's products worth over $50M. He acquired over 225 doors in over a year and completed a portfolio refinance, returning the investors' capital and maintaining positive cash flow.
Connect with Logan
- Website: FTW Investments
- Podcast: Invest For The Win | Apple Podcasts and Spotify
- Facebook: Logan Freeman
- Instagram: @livefreeinvestments | @ftwinvestments
- LinkedIn: Logan D. Freeman
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
23 min - Ep42 Level Up Your Real Estate Game Tenfold
Do you want to know the secret to level up your real estate game? Dive in as we reveal the formula to elevate yourself, master the art of engagement and relationship building, and provide essential tips and resources to kickstart your journey. Transform into a real estate pro, and increase your knowledge and skills tenfold!
What you’ll learn from this episode
- Ways to serve and engage with your real estate network
- Foundational learning resources to get you started in real estate
- Practical advice for aspiring real estate investors
- An example of how you can take yourself to a higher level
Resources mentioned in this episode
- Best Real Estate Investing Advice Ever | Apple Podcasts and Spotify
- Joe Fairless
- Nate Barger
- Who Not How by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover
- 10x Is Easier than 2x by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
18 min - Ep41 Housing Market and Syndication Strategies for Exponential Returns with Dr. Sanjay Sharma - Part 2
Unlock the world of syndication wisdom with Dr. Sanjay Sharma! Decode what Accessory Dwelling Unit investing is, reveal the art of conducting thorough due diligence as a passive investor, and get expert advice on the three pitfalls to avoid when diving into syndication investments. Your pathway to informed real estate success starts here.
What you’ll learn from this episode
- Accessory Dwelling Unit (ADU): Definition, regulations, and restrictions
- How to conduct due diligence on a syndication deal as a passive investor
- Great ways to learn about passive investing in syndications and its upsides
- 3 things to stay clear of when investing in a syndication deal
- Qualities to look in a syndicator and how to vet them effectively
Resources mentioned in this episode
- BiggerPockets Real Estate Podcast
About Dr. Sanjay Sharma
Dr. Sharma is a practicing hematologist and oncologist based in California. He is the co-founder of Exponential Capital Investments. He is the founder of Ishash Inc., the co-founder of Physician Real Estate Nation (PRN), and a professional speaker. His goal is to reduce physicians' need to focus on working long-term, working too many hours, and stressing about their retirement. This allows physicians to focus more on their patients and the needs of the patients.
Connect with Dr. Sanjay
- Website: Exponential – Capital Investments
- LinkedIn: Sanjay Sharma MD
- Instagram: @hemeonclive
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
21 min - Ep40: Housing Market and Syndication Strategies for Exponential Returns with Dr. Sanjay Sharma - Part 1
Dr. Sanjay Sharma illuminates real estate insights that act as beacons in the complex market. He simplifies the crucial real estate success factors and explains forced appreciation in rental properties. Dive in and understand how real estate compares to other investments, and set off on your path to financial growth with unwavering confidence.
What you’ll learn from this episode
- Main factors to look for when investing in a real estate market
- A simple analogy of forced appreciation on a rental property
- Dr. Sanjay’s journey into real estate investing
- Real estate vs. other investment options
- The importance of having a skilled operator in a syndication
About Dr. Sanjay Sharma
Dr. Sharma is a practicing hematologist and oncologist based in California. He is the co-founder of Exponential Capital Investments. He is the founder of Ishash Inc., the co-founder of Physician Real Estate Nation (PRN), and a professional speaker. He aims to reduce physicians' need to focus on working long-term, working too many hours, and stressing about their retirement. This allows physicians to focus more on their patients and the needs of the patients.
Connect with Dr. Sanjay
- Website: Exponential – Capital Investments
- LinkedIn: Sanjay Sharma MD
- Instagram: @hemeonclive
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
32 min
About Surgeon Syndicate
From the publisher's feed
Are you a medical doctor seeking to break free from the constraints of a traditional medical career and achieve both professional fulfillment and personal freedom? Look no further! Welcome to Surgeon Syndicate, the podcast that empowers doctors to take control of their future.
Join your host, Dr. Mike McManus, a former burnt-out surgeon turned thriving real estate investor, on a transformative journey of possibilities. In each of our three weekly episodes, we dive deep into the world of commercial real estate investing, empowering you with the knowledge and tools you need to make your work optional.
Don’t settle for the limitations of a traditional medical career and unlock a future of professional autonomy and financial prosperity. Listen now and take the first step toward building the life you’ve always envisioned!