Summary: In this episode, Kevin Kaylakie speaks with Chad Braun, the managing partner and co-founder of Fifth Corner. Chad shares his incredible professional journey and how the Irreplaceable Corners TM approach differentiates them in the real estate space.   Kevin and Chad discuss: How a company’s core values, and strategy can impact not just investors, … Continue reading Owning the Crossroads in Investment Real Estate With Chad Braun (Ep. 36) →

In this episode, Kevin Kaylakie speaks with David Steinwedell, founder and CEO of Affordable Central Texas. They provide a brief overview of a private sector solution to a current problem in Austin and other Texas cities, affordable housing.     Kevin and David discuss:  How a private market solution can be both beneficial to investors and … Continue reading Affordable Housing: A Real ESG Investment With David Steinwedell (Ep. 35) →

Kevin and David discuss:   Investing in Value-Add versus Core-Plus investments and risk adjusted returns. Leverage and risk. To have negative leverage or to be overleveraged? Real estate as an asset appreciation, wealth preservation, and cash flowing product. How to execute a Value-Add investment strategy. The future of real estate and real estate investing. Comparing … Continue reading Should I Invest In Apartments? (Ep. 34) →

In this episode, Kevin Kaylakie speaks with Christopher Holtby, Co-Founder and Head of Learning & Business Development of Wealth Advisors Trust Company.   Kevin and Christopher discuss:  Removal and appointment of Trustees  Trust Law and the Trust Task Force in South Dakota  4 Reasons to choose South Dakota Trust Jurisdiction  How do Directed Trusts and Delegated … Continue reading Is Your Trustee Out of Touch? With Christopher Holtby (Ep. 33) →

In this episode, Kevin Kaylakie speaks with John Anderson, Chief Financial Officer at 35South Capital.    Kevin and John discuss:  Core plus real estate assets. 35South Capital and the closing of their fund.  Negative leverage in commercial real estate.  Value-add in real estate and 35South Capital’s approach.  Real Estate Investment in the Texas Triangle. And more… … Continue reading Real Estate in the Texas Triangle with John Anderson (Ep. 32) →

In this episode, Kevin Kaylakie speaks with Connee Sullivan, Head of Family Office Service for SineCera Capital.    Kevin and Connee discuss:  Tax Preparedness: contributions to 401(k)s, HSAs, 529s, Charitable contributions to DAFs, and considering estate and gift tax planning.  Tax loss harvesting.  Planning checklist and the gathering of important documents   Strategies for liquidity management.  … Continue reading Seasonal Update at Tax Time With Kevin Kaylakie (Ep. 31) →

In this episode, Connee Sullivan speaks with Kevin Kaylakie, founder and CEO of SineCera Capital. Kevin and Connee discuss:   The meaning of SineCera  The story behind and basis of our core values  Being true fiduciaries by heart and by handshake.  Selecting business partners who exemplify our values.  And more.      Connect With SineCera Capital:  … Continue reading SineCera Capital Core Values. What Make Us Who We Are With Connee Sullivan (Ep. 30) →

The dynamics of selling a business have changed considerably over the years. Private equity firms are increasingly focused on creating synergies, and many founders are staying in the business even after the sale.   In this episode, Kevin Kaylakie speaks with Terese Everson, director at Focus Strategies Investment Banking, about the exit planning process and … Continue reading Preparing for a Business Exit With Terese Everson (Ep. 29) →

Vintage timepieces are more than watches. They are unique pieces of history. They can be passed down from one generation to the next, and they often increase in value over time. Vintage watches offer both an investment opportunity and a beautiful piece of jewelry.   In this episode, Kevin Kaylakie speaks with Jacek Kozubek, the … Continue reading Vintage Timepieces: A Market for Valuable Collectibles and Family Heirlooms With Jacek Kozubek (Ep. 28) →

In traditional forms of IRAs (individual retirement accounts), investment options are often limited to stocks, bonds, and mutual funds. However, “self-directed IRAs” enable owners to invest their retirement savings into alternative asset classes.   In this episode, Kevin Kaylakie speaks with Henry Yoshida, CFP®, founder and CEO of Rocket Dollar, Inc. They provide a brief … Continue reading Latest Trends in Retirement Plan Distributions With Henry Yoshida (Ep. 27) →