Tax Strategies for Inherited Historic Properties
Tuesday, May 26
Inheriting a historic property can be both a gift and a financial challenge. These homes or buildings often have deep sentimental value and cultural significance, but they can also come with significant preservation costs and a heavy capital gains tax burden if you decide to sell. If you’re think...
Advisor to Empire: Scaling to $1B+ AUM with Jon Randall
Friday, May 22
What separates a successful financial advisor from a true industry empire builder? It’s not simply better investment strategies, more referrals, or working longer hours. The real difference lies in building a business that can scale beyond the founder — a company designed with systems, leadership...
Scaling a $600M Multifamily Portfolio with Mark Shuler
Thursday, May 21
What does it truly take to scale a multifamily real estate portfolio to $600 million in assets while navigating shifting market cycles, rising interest rates, and operational complexity? For Mark Shuler, the answer comes down to discipline, operational excellence, and long-term thinking. As the f...
The Simple Real Estate Formula: Buy Boring Assets, Earn Big Cash Flow
Wednesday, May 20
In today’s real estate market, flashy investment strategies dominate headlines. Investors chase the next hot trend, speculative appreciation, or the newest “can’t miss” asset class. But while many are swinging for the fences, Stewart Heath has built a thriving investment strategy around something...
Mindset, Tax Strategies & Integrity with Nick Halaris
Tuesday, May 19
In today’s uncertain economic environment, the investors who thrive long term are rarely the ones chasing shortcuts. Instead, they’re the ones building with clarity, discipline, and integrity. That’s exactly what we explored on the latest episode of the Build to Billions Podcast with entrepreneur...
From Property Management to Tax Deferral with Lindsay Davis
Monday, May 18
How Operational Excellence Creates Wealth — and Why Strategic Tax Planning Matters Next In real estate investing, success often starts with solving operational problems. For Lindsay Davis, that meant building systems that could help busy investors acquire, renovate, lease, and manage single-famil...