Opportunity Zones, Capital Gains & Building Wealth with Ashley Tison

What if the way you structure an investment could make a meaningful difference in how much wealth you keep?

In this episode of Wealth Unfiltered, we sit down with Ashley Tison, attorney, entrepreneur, and co-founder of OZPros, to explore the intersection of real estate investing, tax strategy, and long-term wealth creation.

Opportunity Zones can offer investors a powerful tool for thinking differently about capital gains, reinvesting profits, and building wealth with a longer-term perspective. But understanding how these strategies work—and when they may make sense—is essential.

Ashley breaks down the world of Opportunity Zone investing and the considerations investors, business owners, and real estate entrepreneurs should understand when evaluating tax-advantaged investment structures.

Whether you're an experienced real estate investor, a business owner preparing for a sale, or someone looking to become more intentional about building generational wealth, this conversation offers a starting point for asking better questions about your capital and your investment strategy.

In this episode, we explore:

• What Opportunity Zones are and how Opportunity Zone investing works

• How capital gains tax strategies can influence investment decisions

• The role of Qualified Opportunity Funds (QOFs) in real estate and business investments

• How investors can evaluate tax-advantaged investment opportunities

• Why investment structure, timing, and long-term planning matter

• How strategic investment can support both wealth creation and community development

Meet Ashley Tison

Ashley Tison is an attorney, entrepreneur, and co-founder of OZPros, a firm specializing in Opportunity Zone strategy and the legal, tax, and structural considerations involved in these investments.

Listen, learn, and think differently about wealth.

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Disclaimer: This episode is for educational and informational purposes only and is not tax, legal, or investment advice. Consult qualified professionals regarding your individual circumstances.

In this episode of Wealth Unfiltered, hosts Chris Parrinello and Samantha Parrinello of Viking Capital break down the 2024 Presidential Elections, their economic impact, and how they influence the real estate market, particularly multifamily investments and cap rates. With the election behind us, Chris and Samantha provide their insights on the current market outlook, how Fed rate cuts could affect both interest rates and borrowing costs, and the broader implications of economic shifts. They discuss how these events are shaping the real estate market and investment psychology, touching on the fear vs greed dynamic that is influencing investor decisions in today's climate. This episode is a must-listen for anyone looking to understand how the political landscape, economic decisions, and real estate market trends will play out in 2024 and beyond. Highlights of this episode:

• Market Predictions for 2024: What to expect as we head into the new year
• Fear vs. Greed: How human psychology impacts financial decisions
• The Impact of Federal Funds Rate: Understanding its effect on real estate investments
• Market Behavior: Analyzing the post-election market and its outlook
• Presidential Transition: How the new administration could shape the economy and your investments
• Safe Investments: Structuring your portfolio for long-term stability
• Adjusting for Risk: Smart strategies for navigating market volatility

Whether you're an investor, a real estate enthusiast, or someone interested in the broader financial landscape, this episode is packed with insights to help you navigate the upcoming year.

In this episode, we sit down with Dr. Vikram Raya and Dr. Ravi Gupta, the visionary co-founders of Viking Capital, to explore the compelling origin story behind their multifamily syndication company. Designed with high-income healthcare professionals in mind, Viking Capital has become a powerhouse in real estate investing. We're taking a deep dive into the journey that led these two successful doctors to transition from full-time medicine to real estate, building a company that now manages hundreds of millions in assets. You'll get a behind-the-scenes look at the challenges, sacrifices, and key decisions that shaped Viking Capital into what it is today. Key Highlights: 💎 The Birth of Viking Capital: Discover the story behind how Drs. Gupta and Raya turned their passion for real estate into a thriving business. 💎 Why Real Estate? Understand why these healthcare professionals saw real estate as the perfect investment vehicle. 💎 Passive Income for Busy Professionals: Learn how they found a way to generate reliable passive income while balancing demanding careers. 💎 Overcoming Traditional Real Estate Challenges: Why multifamily syndication was the game-changer for busy professionals. 💎 Core Values of Viking: Explore the principles that drive Viking Capital's success—being driven, resourceful, and having a help-first mindset. 💎 Success Stories: Real-life examples of how Viking Capital has helped investors achieve financial freedom. 💎 Sacrifices Made, Rewards Gained: The personal costs of building Viking Capital and the freedoms it has unlocked. 💎 Vision for the Future: Where Drs. Gupta and Raya plan to take Viking Capital next. If you're a healthcare professional aiming for financial freedom through real estate, or simply curious about entrepreneurial journeys, this episode is for you.