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Real Estate Syndications in 2024 for New Investors: Strategy, Roles, Taxes, Due-diligence #416
Manage episode 393120226 series 2486728
We are diving into a syndication webinar that would be beneficial for novice investors. Subscribers of our club can join the monthly office hours to ask personal financial questions or learn further about open offerings. Besides, we also hold educational sessions about syndication deals and due diligence every third Saturday of the month. We share reports from institutional investment firms such as BlackRock, Barclays, Fidelity, Morgan Stanley in our weekly newsletter. For those attending our meetup in Las Vegas from January 12th to 13th, prepare to get a grand exposure and learning experience. Check your emails for the invitation to our 'Ask the CPA' tax questions session on January 9th. It's a good time to be interviewing CPAs and attorneys to prepare for the tax season. Looking forward to meeting you all in Las Vegas, especially those of you who are first-generation seven-figure net worth individuals!
00:00 Introduction and Welcome
00:10 Joining the Wealth Elevator Club
00:16 Monthly Office Hours and Syndication E-Course
00:39 Weekly Newsletter and Institutional Reports
00:53 Upcoming Las Vegas Event
01:10 2024: A Big Year Ahead
01:16 Tax Planning and CPA Interviews
01:36 Looking Forward to Las Vegas Meetup
01:51 Changing Mindsets and Creating Memories
02:36 Podcast Conclusion and Final Call to Action
Hosted on Acast. See acast.com/privacy for more information.
456 episódios
Manage episode 393120226 series 2486728
We are diving into a syndication webinar that would be beneficial for novice investors. Subscribers of our club can join the monthly office hours to ask personal financial questions or learn further about open offerings. Besides, we also hold educational sessions about syndication deals and due diligence every third Saturday of the month. We share reports from institutional investment firms such as BlackRock, Barclays, Fidelity, Morgan Stanley in our weekly newsletter. For those attending our meetup in Las Vegas from January 12th to 13th, prepare to get a grand exposure and learning experience. Check your emails for the invitation to our 'Ask the CPA' tax questions session on January 9th. It's a good time to be interviewing CPAs and attorneys to prepare for the tax season. Looking forward to meeting you all in Las Vegas, especially those of you who are first-generation seven-figure net worth individuals!
00:00 Introduction and Welcome
00:10 Joining the Wealth Elevator Club
00:16 Monthly Office Hours and Syndication E-Course
00:39 Weekly Newsletter and Institutional Reports
00:53 Upcoming Las Vegas Event
01:10 2024: A Big Year Ahead
01:16 Tax Planning and CPA Interviews
01:36 Looking Forward to Las Vegas Meetup
01:51 Changing Mindsets and Creating Memories
02:36 Podcast Conclusion and Final Call to Action
Hosted on Acast. See acast.com/privacy for more information.
456 episódios
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