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.

Follow Wealth Unfiltered for candid conversations about real estate investing, capital strategy, entrepreneurship, and the decisions that shape long-term financial success.

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.

Join us as we welcome tax strategist and expert Dave Foster to the show. With 24 years of real estate investing experience, Dave has helped thousands of investors keep their equity working for them and legally avoid taxes using strategies like 1031 Exchanges. Highlights from the Episode: 📖 Understanding Tax Advantage Strategies: Learn about tax-advantaged accounts, minimizing tax liability, and maximizing growth. 🧠 Strategies for Young Professionals and Families: Tips on early retirement savings, employer-sponsored plans, and tax-efficient investing. 👔 Mid-Career and Entrepreneur Strategies: Advanced retirement planning, business deductions, and investment structuring for tax efficiency. ⌛ Strategies for Pre-Retirees and Retirees: Optimizing Social Security, managing RMDs, and estate planning. ✋ Q&A and Audience Engagement: Dave answers common tax-related questions and offers personalized advice. Dave also shares his personal journey of using tax strategies to live aboard a sailboat with his family for a decade. Don't miss this episode filled with valuable insights and practical advice for optimizing your tax situation at any life stage!

Join us as we discuss adapting investment strategies with Shane Thomas, Managing Partner & Co-founder at Catalyst Equity Partners. Topics Covered: 📈 Market Dynamics Recent trends and economic shifts Key indicators for undervalued assets 💡Adaptive Approaches: Importance of flexibility Common investor mistakes Effective risk management 🔍Spotting Opportunities: Identifying growth sectors Opportunities in market fluctuations 📐 Long-Term Resilience: Maintaining discipline in volatility Strategies for resilience Filtering market noise

In this exciting episode, host Nathan Loy, Senior Acquisitions Associate at Viking Capital, dives deep into the world of land development with industry expert Dan Haberkost, Cofounder of Ground Up Partners LLC with over six years of experience, Dan shares invaluable insights on: 🏡 Starting in Real Estate: From running businesses in college to buying his first property at 21, discover Dan's journey into real estate. 🌟 Land Flipping: Learn the strategies and benefits of land flipping and simple new construction projects. 📈 Market Trends: Explore how market trends, especially post-COVID, impact land investment opportunities. 🛠️ Valuing Land: Understand the due diligence required and how to evaluate potential land investments. 🤝 Challenges & Solutions: Get tips on navigating common challenges, from dealing with sellers to title issues.

KEY TAKEAWAYS:

• Starting in Real Estate:

  • Learn how Dan transitioned from running businesses in college to purchasing his first property at the age of 21.
  • Gain insights into the initial steps and mindset needed to enter the real estate market.

• Land Flipping Strategies:

  • Understand the strategies and benefits of land flipping and simple new construction projects.
  • Discover how to identify profitable land flipping opportunities.

• Market Trends:

  • Explore the impact of post-COVID market trends on land investment opportunities.
  • Learn how to adapt to changing market conditions to maximize investment returns.

• Valuing Land:

  • Gain knowledge on the due diligence required for evaluating potential land investments.
  • Learn the key factors and metrics to consider when valuing land.

• Navigating Challenges:

  • Get practical tips for overcoming common challenges in land development, such as dealing with sellers and resolving title issues.
  • Learn effective problem-solving strategies to ensure successful land deals.

Are you wondering whether you should try to time the market or focus on the benefits of staying invested over the long term? 🤔 In this video, we break down the crucial differences between market timing and time in the market to help you make informed investment decisions for your multifamily real estate portfolio! 🏢💰 In this episode, you'll learn: 🔄 Timing the Market vs. Time in the Market What it means to time the market and common strategies investors use Challenges of predicting short-term market movements The concept of time in the market and how it supports long-term success 📊 The Power of Long-Term Investing How compounding returns work for multifamily properties Appreciation, rental income growth, and forced appreciation Why multifamily investments are resilient and stable over time 🧠 Psychological Factors in Investing How fear, greed, and herd mentality impact investment choices The importance of diversification and asset allocation strategies Why watch this video? Discover how to balance market timing with a long-term investment approach to build a successful and resilient portfolio. Get actionable tips on setting investment goals and managing risk! Don't forget to subscribe and click the bell icon 🔔 for more expert insights and investment strategies! For in-depth resources and opportunities, visit Vikingcapllc.com. Watch now and take the next step towards mastering your investment strategy! 🎥💡

🎙️ Welcome to the podcast! Today, we're joined by Michael Flight, a real estate entrepreneur and blockchain specialist with 35 years in commercial real estate. 🔗 In this episode:

• Revolutionizing Real Estate Investments:

  • Tokenizing Real Estate: Revolutionizing investments with increased liquidity and fractional ownership.
  • Blockchain Technology in Real Estate: Enhancing transparency, security, and efficiency.
  • Investing in Security Tokens: Benefits include diversified portfolios and lower barriers to entry.

• Addressing Challenges in Real Estate:

  • Time Risk in Real Estate: How tokenization tackles long holding periods and illiquidity.
  • Net Lease Security Tokens: Michael explains their role in income-generating properties.
  • Investor Concerns & Risk Management: Protecting investors' interests.

• The Future and Practical Applications:

  • Successful Tokenized Projects: Real-world examples and lessons learned.
  • Regulatory Considerations: Legal frameworks and compliance for tokenized investments.
  • Future of Real Estate Tokenization: Market growth and advancements.