Discover the latest trends and crucial data from the construction industry in this must-listen episode. Uncover how the pace of growth in spending and shifting interest rates impact real estate investments, and break down why specific sectors are thriving while others are finding stability.

What you’ll learn from this episode

• Impact of interest rates on property values and office space

Resources mentioned in this episode 

• ConstructConnect

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  

• Website: Surgeon Syndicate

Join Paulo Aguilar as he demystifies complex financial structures and reveals top tax-saving strategies for real estate deals. Discover the secrets of 1031 exchanges, alternative investments, and why having a specialized financial advisor is a game-changer. Tune in for expert insights that can elevate your investment strategy!

What you’ll learn from this episode 

• Complex financial structures and their advantages

Resources mentioned in this episode 

• Think and Grow Rich by Napoleon Hill | Paperback and Kindle 

About Paulo Aguilar

With nearly 15 years of experience in the investment management industry, Paulo works closely with affluent individuals and families, offering an array of strategies designed to address their complex financial needs.

Throughout his career, Paulo has gained expert knowledge on real estate and alternative investment strategies, using this expertise to offer clients custom solutions that meet their investment and retirement goals while providing wealth enhancement opportunities for an impactful legacy.

Prior to co-founding Wealthstone Group, Paulo held senior-level sales & client portfolio management roles at various top financial institutions and a single-family office.

Paulo graduated from the City University of New York, Baruch College, with a B.B.A. in Finance & Investments. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA Level 3 candidate. He holds Series 7 and 66 licenses with the Financial Industry Regulatory Authority (FINRA).

Connect with Paulo 

• Website: Wealthstone Group

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

In this episode, Paulo Aguilar delves into the complexities of family offices, the advantages of Delaware Statutory Trusts (DSTs) for 1031 exchanges, and how qualified opportunity zone funds (QOZFs) can provide significant tax benefits.  If you're aiming to diversify your portfolio and elevate your returns, this episode is your roadmap to success. Don't miss it!

What you’ll learn from this episode 

• The role of family offices and their impact on wealth management

Resources mentioned in this episode 

• MetLife

About Paulo Aguilar

With nearly 15 years of experience in the investment management industry, Paulo works closely with affluent individuals and families, offering an array of strategies designed to address their complex financial needs.

Throughout his career, Paulo has gained expert knowledge on real estate and alternative investment strategies, using this expertise to offer clients custom solutions that meet their investment and retirement goals while providing wealth enhancement opportunities for an impactful legacy.

Prior to co-founding Wealthstone Group, Paulo held senior-level sales & client portfolio management roles at various top financial institutions and a single-family office.

Paulo graduated from the City University of New York, Baruch College, with a B.B.A. in Finance & Investments. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA Level 3 candidate. He holds Series 7 and 66 licenses with the Financial Industry Regulatory Authority (FINRA).

Connect with Paulo 

• Website: Wealthstone Group

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

Discover why doctors face unique financial hurdles from delayed earnings and how they stack up against other high-earning professions starting much earlier. Delve into powerful financial strategies, including real estate investment, offering a roadmap to not just survive but thrive in the face of these challenges and keep burnout at bay.

What you’ll learn from this episode

• Benefits of understanding compounding interest and starting your savings early

Resources mentioned in this episode 

• Who Not How by Dan Sullivan | Kindle, 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  

• Website: Surgeon Syndicate

Explore transitioning from single-family homes to multifamily apartment syndication, utilizing virtual assistants, and the importance of financial literacy and diversification for healthcare professionals with Dr. Nimesh Patel. Tune in for expert advice on achieving financial independence and leaving a lasting impact in the medical and real estate industry.

What you’ll learn from this episode 

• Ways to integrate financial education into medical training

About Dr. Nimesh Patel 

Dr. Nimesh Patel is a renowned Orthopedic Trauma Surgeon and the founder of Lion Park Capital. Balancing a successful medical career with a commitment to family and financial education, Dr. Patel established Lion Park Capital to provide a clear pathway to financial freedom through passive investing. With a focus on preserving capital and delivering reliable returns, he prioritizes client education and communication. Dr. Patel's dedication to excellence and integrity shapes both his medical practice and his approach to finance, leaving a lasting impact on those he serves.

Connect with Dr. Nimesh 

• Website: Lion Park Capital 

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

Join Dr. Nimesh Patel as he explores the intersection of a demanding medical career and proactive financial planning through real estate. Learn how he managed to juggle his profession, personal interests, and growing real estate portfolio, all while mentoring young physicians toward financial independence.

What you’ll learn from this episode 

• Strategies for managing time effectively between being a surgeon and an investor

Resources mentioned in this episode 

• Panorama Orthopedics

About Dr. Nimesh Patel 

Dr. Nimesh Patel is a renowned Orthopedic Trauma Surgeon and the founder of Lion Park Capital. Balancing a successful medical career with a commitment to family and financial education, he established Lion Park Capital to provide a clear pathway to financial freedom through passive investing. With a focus on preserving capital and delivering reliable returns, he prioritizes client education and communication. Dr. Patel's dedication to excellence and integrity shapes both his medical practice and his approach to finance, leaving a lasting impact on those he serves.

Connect with Dr. Nimesh 

• Website: Lion Park Capital 

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

Unravel the significant impact of forming strategic relationships and leveraging expert knowledge, especially for professionals like doctors transitioning into the real estate sector. Discover the distinction between active and passive networking and how these connections can dramatically shorten the learning curve and enhance investment strategies.

What you’ll learn from this episode

• Strategies for converting initial contacts into valuable relationships

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  

• Website: Surgeon Syndicate

Randy Smith delves into the intricacies of real estate investment, offering insights into evaluating deals, the benefits of investing during uncertain times, and the critical role of vetting operators. His extensive experience across multiple investments and operators equips him with unique insights beneficial for anyone looking to diversify their investment portfolio through real estate. For more wealth-building tips, hit play!

What you’ll learn from this episode

• Why now might be the right time to invest passively

Resources mentioned in this episode 

• GoBundance

About Randy Smith 

Randy Smith is the Founder of Impact Equity, which was formed to help investors achieve strong results in their passive real estate investing strategies. Randy and Impact Equity have helped more than 100+ investors place over $7.3MM+ across three operators and 15 different opportunities since launching in June 2022.

Randy started his real estate investing career doing out-of-state, single-family, long-term rentals, and he quickly realized the many additional benefits he could receive by switching his strategy to passively investing in multifamily syndications. Randy has now invested in 25 different passive investments with 11 different operators, which gives him the unique knowledge and expertise to recognize a strong passive opportunity.

Connect with Randy

• Website: Impact Equity LLC

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  

• Website: Surgeon Syndicate

In this two-part episode, we sit down with Randy Smith to explore the ins and outs of passive real estate investing. With a wealth of experience in both corporate America and real estate investing, he shares his journey from single-family rentals to multifamily syndications and beyond. Binge-listen and navigate the current real estate market, understand the importance of vetting operators, and make informed investment decisions!

What you’ll learn from this episode

• Randy’s transition from corporate America to real estate investing 

Resources mentioned in this episode 

• Tribevest

About Randy Smith 

Randy Smith is the Founder of Impact Equity, which was formed to help investors achieve strong results in their passive real estate investing strategies. Randy and Impact Equity have helped more than 100+ investors place over $7.3MM+ across three operators and 15 different opportunities since launching in June 2022.

Randy started his real estate investing career doing out-of-state, single-family, long-term rentals, and he quickly realized the many additional benefits he could receive by switching his strategy to passively investing in multifamily syndications. Randy has now invested in 25 different passive investments with 11 different operators, which gives him the unique knowledge and expertise to recognize a strong passive opportunity.

Connect with Randy

• Website: Impact Equity LLC

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  

• Website: Surgeon Syndicate

Explore the intricacies and potential investment opportunities within the cannabis real estate market. Learn about the high-risk, high-reward nature of cannabis properties, the complexities of federal and state regulations, and various investment avenues from cultivation to retail.

What you’ll learn from this episode

• Unique challenges and benefits of investing in cannabis 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  

• Website: Surgeon Syndicate