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Cody Laughlin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Cody Laughlin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Investing in Opportunity Zone Funds with John Batey

44:02
 
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Manage episode 298587312 series 2808645
Cody Laughlin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Cody Laughlin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Have you ever heard of Opportunity Zone Funds? Curious to learn more about this and how it can affect your investments? Join us in today’s episode as Cody, together with Brian and John, talks about more of this.

For today’s episode we will cover:

[01:02-02:59] Opening Segment

  • Cody introduces his fellow hosts for today’s episode
  • Diving into more opportunities that will resonate well with business owners

[3:01-8:35] Opportunities owned Funds

  • What led John into his interest in opportunity zone funds
  • What is your tax strategy?
  • What are opportunity zones and short term capital gains?

[8:36-10:07] Getting into real estate for the purpose of tax deferral strategy

  • Investing in something because you believe in it’s fundamentals and narratives and not because of tax deferral
  • Nuances of opportunity zones

[10:16-24:06]Opportunity Zones

  • Background of the start of the opportunity zone
  • Opportunity zones areas
  • Understand first the opportunity zones before implementing it
  • Cody gave an example for an opportunity zone
  • Support in local municipality
  • 2 tax bit

[24:51-29:16]Funds that aggregate opportunities

  • Create your own personal fund
  • [28:17-30:56] How to identify different opportunities
  • The hardest part will be finding the opportunities and sponsors

[31:58-41:20] Expectations when investing in a 10 year commitment

  • IRR boost in tax benefits
  • Asset does not matter but location does
  • What happens to the fund if the project falls through?

[41:21- 49:04]Starting your own fund

  • Easy way to start your own fund
  • Identify the right person as your consultant
  • Know enough to ask your questions

[49:09-52:47] Recap

  • Overview, Benefit and things to watch out for.
  • Additional resources from John to learn more about the Opportunity Zone funds

Tweetable Quotes

“Just because it is easy to do doesn't mean you want to do it”

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

  continue reading

133 에피소드

Artwork
icon공유
 
Manage episode 298587312 series 2808645
Cody Laughlin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Cody Laughlin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Have you ever heard of Opportunity Zone Funds? Curious to learn more about this and how it can affect your investments? Join us in today’s episode as Cody, together with Brian and John, talks about more of this.

For today’s episode we will cover:

[01:02-02:59] Opening Segment

  • Cody introduces his fellow hosts for today’s episode
  • Diving into more opportunities that will resonate well with business owners

[3:01-8:35] Opportunities owned Funds

  • What led John into his interest in opportunity zone funds
  • What is your tax strategy?
  • What are opportunity zones and short term capital gains?

[8:36-10:07] Getting into real estate for the purpose of tax deferral strategy

  • Investing in something because you believe in it’s fundamentals and narratives and not because of tax deferral
  • Nuances of opportunity zones

[10:16-24:06]Opportunity Zones

  • Background of the start of the opportunity zone
  • Opportunity zones areas
  • Understand first the opportunity zones before implementing it
  • Cody gave an example for an opportunity zone
  • Support in local municipality
  • 2 tax bit

[24:51-29:16]Funds that aggregate opportunities

  • Create your own personal fund
  • [28:17-30:56] How to identify different opportunities
  • The hardest part will be finding the opportunities and sponsors

[31:58-41:20] Expectations when investing in a 10 year commitment

  • IRR boost in tax benefits
  • Asset does not matter but location does
  • What happens to the fund if the project falls through?

[41:21- 49:04]Starting your own fund

  • Easy way to start your own fund
  • Identify the right person as your consultant
  • Know enough to ask your questions

[49:09-52:47] Recap

  • Overview, Benefit and things to watch out for.
  • Additional resources from John to learn more about the Opportunity Zone funds

Tweetable Quotes

“Just because it is easy to do doesn't mean you want to do it”

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

  continue reading

133 에피소드

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