Unlock the top five tax strategies savvy investors use—including depreciation, cost segregation, 1031 exchanges, and more—to legally minimize taxes and maximize commercial real estate returns.

Time Stamps: 0:00 – Introduction 0:09 – Welcome & Thunder NBA champs 🎉 1:52 – Distribution update from Criterion & Precision 2:40 – New deal: Trail Lake Plaza in Fort Worth 3:42 – Deal pipeline: Atlanta & Michigan 4:09 – Today’s Topic: Tax Advantages in CRE 4:48 – DEPRECIATION: Bonus depreciation explained 7:37 – COST SEGREGATION: Front-loading depreciation 10:26 – Real Estate Professional Status vs Passive 14:31 – Utilizing a 1031 EXCHANGE 18:02 – Borrowing against stock instead of selling 21:44 – Borrow‑Buy‑Borrow‑Die strategy explained 22:32 – Episode wrap & 4th of July sign‑off

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In this eye-opening episode of How to Invest in Commercial Real Estate, the Criterion team dives deep into a side of the business no one wants to deal with—but every serious investor inevitably faces: lawsuits.

Time Stamps: 0:00 - Introduction & Fort Worth Acquisition Update 1:11 - Brian’s Maui Trip & Team Travel Banter 2:01 - Deal Pipeline & Recent Closings Rundown 3:04 - Getting Sued in CRE: The Harsh Reality 4:00 - Real Lawsuit Example: A Pothole Cost Us Thousands 5:20 - Why It’s Cheaper to Settle Than Fight 6:10 - Discovery Phase: What You Must Turn Over 7:01 - Conduct Business Like You're Always Being Watched 8:46 - Email Habits That Can Save You in Court 10:52 - Attorney-Client Privilege: Keep Your Emails Clean 12:25 - The Power of Written Records in Business 14:46 - Documenting Conversations & Agreements 16:00 - Final Thoughts: Lawsuits Are Part of the Game

🔥 Want to use your 401(k) or IRA to invest in commercial real estate?

In this episode of "How to Invest in Commercial Real Estate", the team breaks down how to roll over traditional retirement accounts into self-directed IRAs, what rules you MUST follow to stay tax compliant, and how to avoid nasty surprises like UBIT and UDFI. Learn how high-net-worth investors leverage Roth IRAs for tax-free cash flow and why your retirement portfolio might be better off in CRE than stocks right now.

📊 Topics Covered:

• How to convert your 401(k)/IRA into a self-directed account
• Roth IRA vs Traditional IRA for real estate investing
• What is UBIT/UDFI and how to avoid it
• Leveraging depreciation to reduce taxable income
• Why arms-length rules matter in real estate IRAs
• Real-world examples + strategies we use

💡 This episode is packed with actionable intel, numbers, and rules every investor should know before moving retirement funds into real estate. Whether you're 25 or 65, there's something here for your portfolio.

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