Accredited Income Property Investment Specialist (AIPIS) (general)

349: Advanced Tax Strategies for Savvy Investors by Amanda Han & Matthew MacFarland

1-800-HARTMAN

Direct download: AIPIS_10th_Rating_Americas_Presidents.mp3
Category:general -- posted at: 12:00pm EDT

Wed, 21 October 2020

Clear some confusion about tax strategy, and gain some added tricks of the trade by listening to this interview. Jason Hartman talks with Amanda Han and Matthew MacFarland, authors of Advanced Tax Strategies for Savvy Investors. Tax laws can change every year, so it’s crucial to take advantage of them as soon as you can. Learn what most investors forget to do for some of the best write-offs.

Key Takeaways:

[2:30] Excited to have advanced tax strategy with a focus on RE

[3:00] Will we lose the 1031-Exchange with Biden in office?

[8:10] Many RE investment property owners overpay on taxes because they do not view themselves as a business when it comes to their taxes.

[13:40] How do I take more deprecation sooner than later, with a cost segregation study?

[20:20] How do you prepare to take unlimited deductions, regardless of income - by qualifying as a real estate professional?

Websites:

348: Nominal Confusion, FedNow, Capital Formation, and Dynastic Wealth, Lynette Zang

1-800-HARTMAN

Direct download: AIPIS_349__Advanced_Tax_Strategies_for_Savvy_Investors_by_Amanda_Han__Matthew_MacFarland.mp3
Category:general -- posted at: 12:00pm EDT

Fri, 16 October 2020

Jason Hartman interviews Lynette Zang, Chief Market Analyst at ITM Trading, about everything monetary policy. Opening with one of Lynette’s favorite charts shared from the FRED, Federal Reserve Education Department, Lynette, and Jason guide us through a discussion to clear up nominal confusion. Zang shares recent developments with FedNow and how this will affect the individual.

Jason asks Lynette what she recommends we should do to protect ourselves? Lynette expresses her confidence in gold and why this is one of the three central pillars of dynastic wealth. As well, Jason and Lynette discuss inflation, the how and why of its existence, and how it’s controlled.

Key Takeaways:

[2:30] Looking at one of Lynette’s favorite charts from the FRED, Federal Reserve Education Department.

[3:45] Fiat literal translation: government decree.

[6:00] Nominal confusion; ‘they’ knew that people do not understand inflation and that they marry the legal money of the state because inflation causes nominal confusion.

[9:00] What is a total financial reset?

[11:10] The FedNow is about you, the individual, having an account directly linked to the Federal Reserve.

[13:45] The basis of wealth is capital formation. You’ve got to save in order to invest.

[19:00] What is Gavi, The Vaccine Alliance?

[27:00] Whenever you hear the term nominal, you must understand that the truth is being hidden.

[28:30] What should we be doing to protect ourselves?

[29:10] Dynastic wealth is real estate, rare metals, and gold money.

[31:40] Gold acts as wealth storage, holding its value over time.

[33:55] Inflation is an invisible way for the government to tax you more.

[35:40] Real estate inside of a reset faces two issues.

[37:30] There is almost no such thing as a free and clear property?

[43:30] How do negative interest rates work/exist?

[51:40] What does it mean when the LIBOR goes away?

Websites:

ITMTrading.com

347: iBuyer, Property Radar & Foreclosure Radar, Sean O'Toole

Direct download: AIPIS_Lynette_Zang.mp3
Category:general -- posted at: 12:00pm EDT

Fri, 9 October 2020

Sean O'Toole joins Jason Hartman today to discuss the next foreclosure crisis? Will it happen, or where will it happen? Sean O'Toole shares his thoughts on the re-ruralization of America. They also discuss Property Radar and the data they’ve uncovered. Where does inflation go? Are we, the U.S.A., more susceptible to the boom or bust outcome because we are the reserve currency of the world? What is iBuyer, and is it any good?

Key Takeaways:

[4:30] We're not expecting a foreclosure crisis as we saw in the recession.

[7:30] "I don't think we'll get back to that price drop. Price drops require a motivated seller."

[10:10] Is this the re-ruralization of America?

[13:30] Is this a black swan or a white swan event? (2016)

[18:00] The inflation always goes to asset price inflation versus consumer inflation.

[20:00] Does the U.S. being the reserve currency of the world make us more “boom and bust?”

[21:00] Is modern monetary theory, MMT, a fantasy?

[26:45] What is Property Radar researching?

[31:00] What is iBuyer?

Websites:

PropertyRadar.com

346: Data For Investors by ATTOM Data Todd Teta

1-800-HARTMAN

Direct download: AIPIS__Property_Radar_Sean_OToole.mp3
Category:general -- posted at: 12:00pm EDT

Wed, 30 September 2020

Todd Teta entertains the question, "how do we go from what we would've expected, to what might happen due to the impact of COVID-19?" Teta, a Chief Product and Technology Officer for ATTOM Data, talks with Jason Hartman about several ranging metrics with real estate and explains the importance of these numbers. Will this contribute to a rise in foreclosures?

Key Takeaways:

[2:45] What's the price of the home vs. what's the cost of the home? We're talking about the price-tag vs. the mortgage.

[6:30] Where does ATTOM get their data?

[8:20] What was the level of risk in March 2020 going into each market?

[9:20] "406/3,007 counties comprise north of 990% of all US real estate transactions."

[14:40] Foreclosures so far have been a non-issue, but we do expect this to tick up.

[21:20] We are now looking back at the Great Recession, as not to repeat it.

[24:20] Anecdotal evidence of people searching for suburban homes is popping up—searches like walking trails, parks, neighborhood restaurants, etc.

[30:30] If foreclosures double, what will happen with home prices?

[35:30] Is purchase activity well below average due to supply or demand?

Websites:

ATTOMdata.com

Special Announcement: Pandemic Investing Summit

1-800-HARTMAN

Direct download: AIPIS_Todd_Teta.mp3
Category:general -- posted at: 12:00pm EDT

Sat, 26 September 2020

Zoom Virtual Event: October 17th, 2020

Early Bird Admission: PandemicInvesting.com

Get Instant access to Jason Hartman’s newest report, you'll learn…

The modified square root shaped recovery
Understanding the rare economic malady of supply/demand shock
Generational PTSD and what it means to you & society
The six lifestyle mega-trends that will change the world forever
And much much more!

345: Client Case Study, Adam Jackson, Infinite Returns for USMC Vet

Direct download: AIPIS_Special_Announcement__Pandemic_Investing_Summit.mp3
Category:general -- posted at: 10:00am EDT

Fri, 11 September 2020

Jason Hartman invites client, Adam Jackson, onto today’s show to discuss how he turned 5 years of investing into 14 properties with infinite returns. Adam shares his story from listening to an audiobook, to our podcast to becoming an investor. This is all coming from a USMC vet and someone in the aerospace industry.

As well, Jason and Adam discuss the global currency, the Baby-Boomer to Millennial wealth transfer. How will the Millennials treat this wealth transfer, one of the largest wealth transfers to date. Lastly, people are fleeing NYC, or upgrading their NYC apartments.
Key Takeaways:

[2:15] Adam shares what are his “infinite returns” on half of his portfolio.

[5:00] Adam’s story from reading Seven Years to Seven Figures, listening to Creating Wealth Real Estate Investing, and closing on his 14th property. All in 5 years!

[10:00] Gain control of the real estate and then let it work for you.

[13:00] What were the good/bad experiences in the first five years of investing?

[18:00] Your worst deal was a double-digit ROI?

[21:30] Some people in the income property game think they’re losing when they’re winning because they don’t know how to do the math.

[24:30] Income property investing vs. Wall St.

[25:30] Where do you see the US going, from a perspective in tech and aerospace?

[29:00] If not the US, who will take the place of the world's reserve currency?

[32:45] The Boomer to Millennial wealth transfer.

[34:00] People are fleeing NYC or upgrading their size for the same price.

[36:10] Beyond property tracker, what other apps, tools, or resources do you use?

Websites:

344: Brian Adams - Inflation, Commercial Real Estate, Demographics

1-800-HARTMAN

Direct download: AIPIS_Client_Case_Study_Adam_Jackson.mp3
Category:general -- posted at: 12:00pm EDT

Fri, 4 September 2020

Founder of Excelsior Capital, Brian Adams joins Jason Hartman today to discuss everything from millennials moving to the suburbs to the office market and how it’s changing post-pandemic. Public transportation is likely to continue its trend downward as the car will regain popularity in need for social distancing and health.

Key Takeaways:

[2:30] Millennials, it’s not all Brooklynn bars and avocado toast, now they are trending towards suburban areas.

[7:00] Speaking on the logistical challenges of a vaccine for COVID-19

[9:15] What do you see for the office property market?

[11:30] Suburban offices have a better chance of surviving the pandemic than high-density urban areas.

[14:15] Companies moving more towards mothership and hub and spoke models.

[15:15] Are any new deals going on in the office market?

[16:00] How far through this pandemic do you think we are?

[17:20] The fed and congress have been flooding the capital market system with liquidity.

[21:45] Will the development of tech push non-techies into a need for UBI?

[22:25] Discussing office reuse.

[25:45] Inflation will more than likely hit back.

[27:00] While the supply chain might be lacking, the price of construction seems to be substantially lower.

Websites:

ExcelsiorGP.com

LinkedIn: Brian C. Adams

343: K-Shaped Recovery, Inflated, How Money & Debt Built the American Dream by R. Christopher Whalen

1-800-HARTMAN

Direct download: AIPIS_1516-17_Brian_C._Adams.mp3
Category:general -- posted at: 12:00pm EDT

Fri, 28 August 2020

Jason Hartman talks about the K-Shaped recovery. Are we moving to a smaller economy? Can Biden kill the 1031 exchange, and use those tax funds elsewhere? How will this impact every aspect of real estate surrounding investor deals?

Jason interviews Chairman of Whalen Global Advisors LLC, R. Christopher Whalen. Whalen speaks on location changes of people and businesses due to Coronavirus. Not only are business locations changing, but companies have been forced to move away from the “old way” of doing business and finally adapting to innovations in technology and communication. Whalen also gives a glimpse into his recent book and discusses the fed’s strategy to steer clear of deflationary times. Will we see consequences from the creation of money and bailouts?

Books: Inflated, How Money & Debt Built the American Dream by R. Christopher Whalen

Key Takeaways:

[1:00] Jason talks about the recovery shapes: are we moving into a smaller economy?

[5:00] Businesses going virtual.

[9:20] Biden wants to kill the 1031 exchange.

[15:00] Could Biden use the elimination of the 1031 exchange as a way of embarrassing Trump?

R. Christopher Whalen

[21:00] Not only are people leaving big cities, like NYC, because of COVID-19, but large companies are also looking to move so that they can relocate the people that work within them.

[23:30] Coronavirus has forced businesses to move out of “the old way.”

[27:50] A brief history of banking, from Abraham Lincoln to present.

[30:20] Before the creation of The Fed, J.P. Morgan was essentially the central bank.

[32:00] Whalen breaks down how he differentiates between inflated as he puts it and inflation.

[37:15] Will we see any consequences from the creation of money and bailouts?

[38:00] Quantitative Easing: central banks buy government bonds or other financial assets to inject money into the economy to expand its activity.

Websites:

www.rcwhalen.com/

342: Leslie Appleton-Young, Chief Economist of the California Association of Realtors CAR

1-800-HARTMAN

Direct download: AIPIS_343K_Shaped_Inflated_How_Money__Debt_Built_the_American_Dream_by_R._Christopher_Whalen.mp3
Category:general -- posted at: 12:00pm EDT

Fri, 21 August 2020

Jason Hartman speaks with Leslie Appleton-Young, vice-president and chief economist for the California Association of Realtors. Leslie brings several charts and graphs to the conversation to share some staggering movement in California's real estate. In January, 2020 was shaping up to be a knock out year, but due to the Coronavirus pandemic, we are now looking at best for a quick recovery. Leslie and Jason draw correlations between the 2008 recession and recovery to the recent, seemingly, self-imposed recession.

As well, Leslie shares data to support buyer/seller trends as emotions shift from the COVID-19 impact. The question continues to go unanswered, how will malls, retail space, and hotels change post coronavirus?

Key Takeaways:

[7:30] Jason and Leslie discuss predictions based on the Q2 hit in 2020, ranging from a 25% - 42% decline.

[9:00] The buy-side of real estate is doing well, likely because of record low interest rates, more space needed for home offices, and more space desired in quarantine times.

[15:30] In January, the 2020 expectation was to be a great year based on some standard metrics.

[16:20] We have not had a breakout market since the 2008 recession due to income and affordability restraints.

[19:00] The virus and the government's response are two major contributing factors to set the tone for sellers and the recovery of the real estate market.

[20:15] What is the general tone of California, are people staying or going?

[24:45] We've seen a considerable adaptation of technology in the real estate industry.

[30:00] Buyers feel a sense of urgency without expecting deals, while sellers are reluctant to lower their prices.

[35:30] Jason and Leslie discuss the lack of supply and the building restrictions as one of the leading causes for a reduced amount of new homes being built.

[38:00] How could malls, retail space, and hotels change into residential units for affordable housing, senior centers, or homeless shelters?

[40:30] What shape will the recovery take on? V, square root, swoosh, or W?

[43:00] The work-from-home order will likely be huge for housing.

Websites:

CAR.org

JasonHartman.com/Fund