Inside A $900M Multifamily Business: Investors, Tax & Strategy | Rob Beardsley скачать в хорошем качестве

Inside A $900M Multifamily Business: Investors, Tax & Strategy | Rob Beardsley

Inside A $900M Multifamily Business: Investors, Tax & Strategy | Rob Beardsley 📩 Join the "Mechanics of Money" Newsletter: https://www.mechanicsofmoney.co 🌐 Invest with Silverman Capital: https://silvermancapital.co 🏢 Learn more about Lone Star Capital: https://lscre.com/ 🌐 Sam's LinkedIn:   / samalterantiveinvestments   🌐 Rob's LinkedIn:   / rob-beardsley   ABOUT THIS EPISODE In this premiere episode of Mechanics of Money, Sam Silverman goes inside the operations of a $900M Multifamily Business with Rob Beardsley, Founder & CEO of Lone Star Capital (LSCRE). We break down exactly how sophisticated investors leverage multifamily real estate to preserve wealth, the specific tax strategies (Bonus Depreciation & 1031 Exchanges) used by the ultra-wealthy, and the operational systems required to scale a real estate private equity firm to nearly $1 billion in assets. Rob also shares his controversial take on why owning a home is "financially irresponsible" for high-net-worth individuals and how to structure deals for family offices versus retail investors. ⏱️ TIMESTAMPS 00:00 - Introduction: Rob Beardsley & Lone Star Capital 01:10 - Asset Allocation: The Role of Multifamily Real Estate 02:49 - Investor Profiles: Family Offices vs. High Net Worth 04:31 - Tax Mechanics: Bonus Depreciation & Paper Losses 05:51 - Tax Strategy: Deferring Yield & Compounding Wealth 08:16 - Wealth Preservation: Maximizing Post-Tax Income 08:54 - Advanced Strategy: Structuring Deals for Family Offices 10:34 - Net Income Reality: Why Taxes Are Your Biggest Expense 11:41 - The 1031 Exchange: Solving the "Legacy Asset" Problem 13:53 - Investment Criteria: Who Should Avoid Multifamily? 15:31 - The Liquidity Trade-Off: Understanding Capital Lock-Up 18:45 - Personal Finance: The Math of Renting vs. Owning 20:24 - Emotional Investing: The Psychological Value of Ownership 20:56 - The Sponsor Model: Scaling & Vertical Integration 24:02 - Business Growth: Sacrificing Short-Term Profit for Longevity 26:07 - The Specialist Advantage: Why Generalists Earn Less 28:14 - Reputation Moats: Building Authority in a Single Niche 30:21 - Time in Market: How Longevity Fixes Investment Mistakes 31:00 - Final Advice: Due Diligence for LPs & Aspiring GPs 34:40 - Lifestyle ROI: Spending Money on What Matters DISCLAIMER The content in this video is for educational and informational purposes only and does not constitute financial, legal, or tax advice. Past performance is not indicative of future results. Always consult with a professional advisor before making any investment decisions.