In this episode, Bernard Reisz and Tyler discuss the importance of resourcefulness, surrounding yourself with the right people, and seeking professional advice for making informed real estate investment decisions. They also talk about strategic tax planning and optimization in real estate, including examples of 1031 exchanges and cost segregation studies.
✅KEY POINTS ✅
✅ Understand the true value of tax savings and how it elevates your life.
✅ The immense power of strategic tax strategy and optimization in real estate.
✅ Overlooked tax tools and recognizing there is no one perfect solution for everyone.
✅ The importance of people, connections, and finding hidden opportunities within investment.
✅ Recognizing your value and using it in a meaningful way.
LINKS TO BOOKMARK
Keep up with the Elevate Podcast: https://elevatepod.com/
Interested in investing with Tyler? Visit https://www.cfcapllc.com/
Ready to boost your web presence? Visit www.sharpwilkinson.com/
FIND BERNARD
Twitter https://twitter.com/BernardReisz
Facebook https://www.facebook.com/ReSureFinancial
LinkedIn https://www.linkedin.com/in/bernard-reisz-cpa/
ReSure https://www.resurefinancial.com/
NAMES & BOOKS
Nassim Taleb, “Incerto,” https://www.penguinrandomhouse.com/series/INO/incerto
Leonard Mlodinow, “The Drunkard’s Walk,” https://www.amazon.com/Drunkards-Walk-Randomness-Rules-Lives/dp/0307275175
💥QUOTES💥
💥 “I'd say there's no particular ‘aha’ moment. I'm ready to say that even on a daily basis, it's constantly learning and it's really from interacting with individual investors.” - Bernard Reisz
💥 “So, there's the upside of understanding the true value of tax savings. The other side is not to get too hyper focused on the tax savings so that you kind of miss the bigger picture of your life.” - Bernard Reisz
💥 “A great way to elevate your life is to value yourself, recognize your own value, get out there, be yourself, and show the world what you can offer it.” - Bernard Reisz
💥 “Ultimately, it's about elevating our lives. It's not about who dies with the most in their bank account. It's about living to the fullest.” - Bernard Reisz
💥 “The real opportunity lies where markets are not so efficient, where there's opportunity to get in there and add value; that's going to be private. So, that's most likely real estate.” - Bernard Reisz
ABOUT BERNARD
Bernard Reisz, CPA, founded ReSure Financial to deliver real estate tax and financial tools based on professional expertise, going beyond execution of real estate tax tools to include expert and unbiased investor education.
BROUGHT TO YOU BY CF CAPITAL
CF Capital is a national real estate investment firm, with a mission to provide property investment and asset management solutions to help investors like you maximize through high-value multifamily communities.
If you are looking for risk-adjusted alternative investments and seeking tax optimized cash flow without all the hassle of management, you might benefit from investing alongside our team.
You’re invited to reach out and learn how you can invest with us by visiting cfcapllc.com.
SPONSORED BY SHARP WILKINSON
This episode of Elevate is sponsored by Sharp Wilkinson, a boutique digital marketing and sales agency specializing in leveraging data to optimize and deliver the results that matter to you and your business.
For the organization that needs to cut through the noise, Sharp Wilkinson is your marketing partner—always ready to take action—and help you grow with proven, data-driven marketing and sales strategies.
Ready to see your business grow? Growth starts at sharpwilkinson.com.
An Important Announcement from Tyler
E320 Peter Boockvar – Insights for Investor Action: Assessment of the Current Economic Landscape and Market Conditions from a Leading Voice in Finance
E319 Tyler Chesser – Think and Raise More Capital: The Secrets of Building Trust, Aligning Investor Interests and Becoming an Elite Equity Raiser
E318 Vinki Loomba – Vibrating on the Wavelength of Your Dreams: Unleashing Your Potential with Manifestation in Real Estate
E317 Brien Lundin – From Gold to Geopolitics and Macroeconomics: Expert Investor Perspectives for the Long-Term, Wise Investor
E316 Tyler Goble – How to Leverage Data Science to Transform Your Investments and Use Your Financial Success to Make Massive Impact
E315 Marc Weisi – From Wall Street to Main Street: Success in Real Estate and Leveraging it to Design Your Ideal Lifestyle
E314 Keith Wasserman – Compounding: Leveraging Common Sense, Grit, and Being a Contrarian to Scale Your Real Estate Holdings
E313 Dr. Mikki Lake – Practicing Medicine on Your Own Terms: From Overwhelmed to Free by Intelligently Leveraging Real Estate Investments
E312 Matt Faircloth – Unleashing Your Authentic Self: Adding Value and Attracting Opportunities in Real Estate and in Life
E310 Chester Elton – Mastering the Art of Engagement: Fostering Teamwork and Collaboration for Success
E309 Mark Kenney – How to Invest, Grow, and Scale in Multifamily Real Estate, Navigating Challenges and Overcoming Setbacks
E308 Scott Lewis – Designing and Managing a Large Thriving Real Estate Investment Organization with Strategic, Operational and Tactical Excellence
E307 Marshall Goldsmith – Breaking Through Limiting Beliefs: Unleashing Your Potential for Success and Happiness with the #1 Leadership Thinker in the World
E306 Chris Salerno – Create Your Own Luck: Leveraging Ambition and Burning Desire, Working Smarter and Harder Than Anyone Else
E305 Charles Carillo – Leveraging Real Estate Challenges to Grow Your Portfolio and Using a Buffer to Protect and Compound Your Wealth
E304 Pete VanderVeen – Become a Better Leader and Real Estate Investor with Emotional Intelligence
E303 Tyler Chesser – The Power of Going Big: Unlocking Your Potential in Real Estate and Life
E302 Amanda Cruise - Unleashing Abundance: How Real Estate Can Transform Your Life
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