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Listen "16. The Syndicator’s Growth Playbook: Tax Strategy, Partnerships, and Non-Correlated Investing"
Episode Synopsis
In this episode of the Major League Real Estate Podcast, Nathan Sosa and Matt Hamilton are joined by Patrick Grimes, engineer-turned-syndicator and founder of the Passive Investing Mastery Series, to unpack how he scaled from single-family BRRRRs to co-GPing 2,000+ multifamily units and expanded into non-correlated alternatives like first-position debt and litigation finance.
Nathan, Matt, and Patrick discuss:
- The “tax trifecta”: S-Corp optimization, R&D tax credits, and bonus depreciation working together
- How Patrick documented hours to achieve Real Estate Professional (REP) status and why timing your W-2/contractor mix matters
- Moving from DIY to partnerships: underwriting like an engineer, avoiding analysis paralysis, and learning to “fire yourself”
- Why non-correlated alts (debt funds, legal/medical) can stabilize portfolios when real estate cycles hit turbulence
They also cover lessons from the subprime reset to today’s multifamily headwinds, how accredited investors approach allocation beyond the 15–25% real estate band, investor profiles and reinvestment rates, and practical tax angles like 1031s inside funds and little-known 1033 exchanges for casualty gains.
Request a free discovery meeting: go.therealestatecpa.com/mlre
Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber
Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide
Submit your questions to: [email protected]
Connect with Patrick: https://passiveinvestingmastery.com/
The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
Nathan, Matt, and Patrick discuss:
- The “tax trifecta”: S-Corp optimization, R&D tax credits, and bonus depreciation working together
- How Patrick documented hours to achieve Real Estate Professional (REP) status and why timing your W-2/contractor mix matters
- Moving from DIY to partnerships: underwriting like an engineer, avoiding analysis paralysis, and learning to “fire yourself”
- Why non-correlated alts (debt funds, legal/medical) can stabilize portfolios when real estate cycles hit turbulence
They also cover lessons from the subprime reset to today’s multifamily headwinds, how accredited investors approach allocation beyond the 15–25% real estate band, investor profiles and reinvestment rates, and practical tax angles like 1031s inside funds and little-known 1033 exchanges for casualty gains.
Request a free discovery meeting: go.therealestatecpa.com/mlre
Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber
Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide
Submit your questions to: [email protected]
Connect with Patrick: https://passiveinvestingmastery.com/
The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
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