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Build Wealth - Tax Free With Dave Zook
- 2024/05/07
- 再生時間： 45 分
- ポッドキャスト
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サマリー
あらすじ・解説
With a track record of deploying over $900 million across various asset classes, Dave and his team at The Real Asset Investor offer a treasure trove of opportunities for investors seeking not just financial returns, but also tax efficiency and equity growth. From ATMs to car washes, energy investments to self-storage facilities, Dave's portfolio spans a spectrum of assets, promising something for every investor's appetite. Don't let this opportunity pass you by. Tune in to gain exclusive insights from Dave's vast reservoir of knowledge and experience. Whether you're a seasoned investor or just starting, Dave's wisdom will empower you to make informed decisions and navigate the complexities of the investment landscape with confidence. Episode Keypoints 1. Unveiling the Entrepreneurial Journey: Learn about Dave's entrepreneurial journey, from growing up in a business-oriented family to becoming a seasoned multifamily real estate syndicator. Dave shares insights into his early ventures in the modular building industry, the pivotal role of tax efficiency in his career shift, and his enduring passion for making a meaningful impact through entrepreneurship. 2. From Investor to Operator - Dave's Journey in Real Estate: Dave shares the genesis of his real estate investment journey, highlighting his transition from investor to operator. Drawing from his early experiences and diverse asset class investments, Dave reveals how his personal investment preferences and the pursuit of tax efficiency shaped the evolution of his portfolio. 3. The ATM Investment Advantage: Dave sheds light on the often overlooked yet lucrative world of ATM investments, one of his portfolio's four core asset classes. He unpacks the unique benefits of ATM investments, emphasizing their cash flow-centric nature and tax efficiency through 100% bonus depreciation. Contrasting ATM investments with other asset classes like self-storage, Dave elucidates how diversification strategies can be tailored to capitalize on market dynamics and navigate fluctuations in asset prices and interest rates. 4. Insights into Self-Storage Investments: Dave shares strategic insights into the evolving landscape of self-storage investments, highlighting the emergence of institutional interest and potential consolidation opportunities in the sector. Key TakeawaysDo business with good people. Don’t try to hit a home run every time, try to find a really good solid team. ~ Dave Zook Where to reach Dave Zook therealassetinvestor.com info@therealassetinvestor.com Disclaimer NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Dream Big and Think Different podcast or sachinmaskeymd.com is not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle. Dream Big and Think Different podcast or sachinmaskeymd.com does not recommend the purchase of any particular security, insurance contract, alternative investment, real estate or other investment vehicle, and nothing in this video, podcast, publication or any other product or service provided by Dream Big and Think Different podcast or sachinmaskeymd.com shall be deemed to constitute the solicitation, recommendation, endorsement or offer of any such item in this or in in any other jurisdiction in which such recommendation, solicitation or offer would be unlawful under the securities or insurance laws of such jurisdiction. Dream Big and Think Different podcast or sachinmaskeymd.com does not opine on the likely return of any investment vehicle, on the comparative advantages of one investment vehicle over another, nor on the tax treatment or legal protections afforded to any investment vehicle. Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status. Viewers should also conduct their own research and due diligence prior to any investment or other significant financial decision. To the maximum extent permitted by law, Dream Big and Think Different podcast or sachinmaskeymd.com disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or statements contained in this video prove to be inaccurate, incomplete or unreliable. Viewers’ use of any information contained in this video is at their own risk.