In this episode, co-hosts Adam Carswell and Michael Flight are joined by special guest Matt Bear, founder of Bear Real Estate Advisors LLC, to discuss the various tax benefits of owning Triple Net real estate. They specifically focus on 1031 exchanges for net lease real estate property deals and how this type of exchange offers unique tax advantages for buyers and investors. Michael and Matt also explain the key factors to notice when reviewing a 1031 exchange and what investors should consider when hiring real estate brokers. They wrap up this episode with some of Matt’s recommendations for investing in real estate and his thoughts on the recent Triple Net dealings in Las Vegas.
Michael and Adam would like to give a huge thanks to Matt Bear for coming on the show and sharing his knowledge and sage advice with the Nothing But Net community.
Contact Matt Bear: (702) 710-1031, mbear@bear-advisors.com Learn more about Bear Real Estate Advisors: https://www.bear-advisors.com/
Timestamped Shownotes:
01:53 – Hosts Adam Carswell and Michael Flight, CEO and co-founder of Liberty Real Estate, introduce special guest Matt Bear, Founder Bear Real Estate Advisors LLC
05:20 – Why did Matt Bear choose to specialize in Medtail real estate investments?
08:33 – What advice does Matt Bear have for investors’ portfolio construction?
09:40 – Why does Net Lease (NNN) real estate have such advantageous tax benefits for investors and property owners?
10:50 – What are some of the biggest tax benefits for Triple Net real estate properties?
11:59 – How does property depreciation create tax savings for investors?
13:28 – What are the benefits of a 1031 exchange?
14:27 – Why would investors choose to do a 1031 exchange for Net Lease investments?
16:15 – What could be the negative implications of future government interference with 1031 exchanges?
17:25 – Who typically facilitates the 1031 exchanges and what kind of real estate can be exchanged?
19:37 – Why are multifamily property owners moving toward Net Lease investments?
21:00 – Why is property management important to factor into each Triple Net investment?
23:17 – What are some real estate experiences Matt Bear has learned from?
25:17 – What is the life cycle of a 1031 exchange?
26:37 – What is a qualified intermediary and how do investors choose them wisely for their net lease deals?
29:12 – Why should investors understand their acquisition criteria and market before getting involved in a 1031 exchange?
30:39 – What are the three most important factors to notice when reviewing a 1031 exchange?
31:37 – What should investors understand about a real estate broker’s motives in a property deal?
33:01 – What does Matt Bear recommend for investing in real estate?
36:03 – What does Matt Bear think of the recent Triple Net deals in Las Vegas?
Key Points:
1. Tax Benefits of 1031 Exchanges
2. Life cycle of 1031 Exchanges
3. Net Lease investments offer safe, secure returns to investors
4. Understanding how to choose a Qualified Intermediary for Real Estate deals
For more information contact us here and mention Nothing But Net or simply NNN:
For more information on:
Liberty Real Estate Fund LLC (https://libertyfund.io/)
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