Advancing from Stocks to Commercial Real Estate 

Discover how (and why) two finance professionals switched from stocks to commercial real estate; reallocating their portfolio from traditional investments to 3 multifamily properties. Learn more here: www.commercialpropertyadvisors.com/stocks-to-commercial-real-estate/
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DISCLAIMER! We do not provide legal or tax advice and our content is for informational purposes only. We are world class commercial real estate investors and mentors and you are advised to seek competent legal and tax advice on all legal and tax matters.
0:00 Intro
1:36 How to Advance from Stocks to Commercial Real Estate Step by Step
4:03 Real Deal: From Stocks to Commercial Real Estate
6:01 Meet Proteges Eric and Maria
8:05 Why Transition from Stocks to Commercial Real Estate?
11:43 Offset Taxes and Penalties with Cost Segregation
16:28 3 Off-Market Multifamily Deals
17:12 Financing Strategy: Seller Financing
19:22 Tax Strategy: Cost Segregation
22:56 Eric and Maria's Tips for Advancing from Stocks to Commercial Real Estate
26:06 Key Takeaways
31:06 Text Peter