Just wrapped up the ELITE RIA & Family Office Investment Opportunities Summit in Miami. It was an absolute privilege to sponsor & be surrounded by a high-caliber group of dealmakers. We had multi-family real estate moguls, savvy fund managers, opportunity zone specialists, top-tier self-directed plan custodians, & even medical procedure financiers in the room.
One thing that blew me away was the audience’s depth of knowledge & interest in deeded mineral properties. I showcased the deeded mineral property asset class, emphasizing how perfectly it fits 1031 exchanges & the tremendous value it can deliver inside self-directed IRAs & solo 401(k) plans. The response was incredible. These folks were not only curious, they were well-versed & hungry to learn more. When you see experienced investors this engaged, you know you’re onto something big.
Our dealflow thrives because we partner with professionals across the board:
Family Offices
Fund Managers
Qualified Self-Directed Plan Custodians
1031 Exchange Qualified Intermediaries
Real Estate Brokers & Agents
Business Brokers
Estate Planners
Financial Advisors (CPAs, CFPs, etc)
Municipalities
I also want to highlight leaders who are making a difference beyond the deal. Huge respect to Olympians @idlette & Charles Johnson Jr. for the work they’re doing to boost financial literacy among young adults, especially athletes. Empowering the next generation with money smarts is a mission I applaud. Looking forward to exploring how we can work in tandem.
Big thanks to Neil Greene of @JABOYProduction & @TheCoachJimmy of WellCrafted Story for giving me a platform at this summit. Your support & hard work made this event a success.
I’m equally excited about what’s next. Looking forward to working with Raniero Gimeno, MBA, AIF® of Inspira Financial to expand our reach through their qualified self-directed IRA platform. Together, we’ll make alternative investments like these more accessible to investors who truly get it.
Shout-out to Jack Hollander, Gabby Woodworth, Charles Sachs, CFA, CFP®, Brian Armstrong, Justine Avoudikpon, & so many others who made this summit one for the books. Each of you brought something unique to the table. It’s clear why you’re all leaders in your fields.
A special thank you to @CBULLEnterprise for connecting me with valuable networks that have real impact potential. You exemplify the power of making the right introductions, the kind that spark opportunities & change lives.
Looking forward to continuing all of our conversations.
For anyone interested in learning more about deeded mineral rights & how their cashflow & tax advantages can help you or your clients, give me a call or shoot me an email or a text.
Key Real Estate Consulting
📧 [email protected]
📞 (214) 998-8198
JABOY Sports & Entertainment Group
#1031Exchange #1031Exchanges
#SelfDirectedIRA #SelfDirectedIRAs
#SDIRA #Solo401k
#MineralRights
Yesterday I had the chance to meet the legend himself, @BobKnakal, at his office in New York City. Let me just say this… The Map Room is next level. It’s not just a wall of deals. It’s a war room built off precision, grit, & an obsession with understanding every inch of New York City real estate.
What blew me away was a story of a competitor telling a client there were only 8 comps. Bob’s team found 44. That’s not a small edge. That’s the difference between shooting in the dark & walking in with night vision. When you’re manually mapping inventory at that level, the marketplace rewards you.
Big thanks to Christopher Maier, Eric Clark, Tom Truong, Tom Crumpton, & Sean Patrick Murphy for lining up the intro.
Excited to dive deeper with the NYC brokerage community into 1031 Exchange volume, Self-Directed IRA & Solo 401(k) clients, & how our Texas-based, tax-advantaged, cashflowing deeded mineral properties can add real horsepower to their pipeline.
@BKRealEstateAdv
#1031Exchange #1031Exchanges
#SelfDirectedIRA #SelfDirectedIRAs
#SDIRA #Solo401k
#MineralRights
What a night. Last night at the Tower Club of Dallas our annual Christmas party was nothing short of phenomenal. To everyone who came out, thank you for making it special.
Big shoutout to Ron Bruno & Crystal Parkin — the real MVPs — who put in the work behind the scenes to pull this together. Coordination like that doesn’t happen by accident, & it showed.
The truth is, it’s easy to find excuses to get together, but last night wasn’t about excuses. It was about celebrating the wins — the big ones, the small ones, & the ones still in progress — with the people who made them happen.
This is more than a business. It’s a family. & when the dust settles at the end of the year, it’s gatherings like this that remind us why we do what we do.
Appreciate every one of you who showed up & contributed to an incredible year.
@KeyREConsulting
#1031Exchange #1031Exchanges
#SelfDirectedIRA #SelfDirectedIRAs
#SDIRA #Solo401k
You can’t use swipe-to-text on the full-size keyboard on the current iPadOS? Is this true?
Make it make sense, @AppleSupport.
“To switch between the full-sized keyboard and the floating keyboard, pinch in with two fingers to minimize it and drag it to the desired location on your screen.
If you prefer the swipe-to-type feature on the full-sized keyboard, currently, iPadOS supports this feature primarily on the floating keyboard. For full-sized keyboard swipe functionality, consider using third-party keyboard apps available in the App Store that support swipe typing.”
An amazing past few days of real estate events in DFW!
Always a pleasure at Jason Wingert's monthly event at Perry's. His challenge to everyone to bring a new +1 each event drives its success.
Was great meeting Adonis Lockett and attending his weekly event for the first time at Rayleigh Underground! Many new faces and opportunities in the 1031 Exchange and Self-Directed IRA space.
Shoutout to Brandon Thornton as well for reaching out to reconnect and network after so many years.
#1031Exchange #1031Exchanges
#SelfDirectedIRA #SelfDirectedIRAs
https://t.co/NVEbctK4ae
What do we think, #CREtwit?
We all know everyone has their own lens when looking into the crystal ball.
This narrative seems to be the combination of maturing debt, rising interest rates, and existing economic pressures suggests that the commercial real estate sector may face a challenging period ahead, with potential widespread impacts on the broader economy and financial markets.
🚨 T-Minus 48 hours until the biggest networking event of 2024 yet 📢
#DallasMeetup is hosting 400+ professionals at its inaugural event this Thursday @ Bar Louie in Dallas, TX from 6PM - 8PM.
https://t.co/ys8WyLe9ej
Added Value:
— Lunch is provided.
— Brokers & Realtors can receive 1 hour of CE credit.
— Provides niche knowledge of land & mineral deeds in 1031 exchanges.
#1031Exchange#1031Exchanges
Be sure to attend at Merit Tower in North Dallas on Thursday, May 9th @ 12 PM, for an informative session on how you can assist your clients, friends, family, and yourself potentially defer steep capital gains taxes with 1031 exchanges.
https://t.co/6fdjgCgsBH
#1031Exchange
Join us @ Merit Tower in Dallas on April 18th for an informative session on 1031 exchanges.
— Brokers & Realtors can receive 1 hour of CE credit
— Provides niche knowledge of mineral deeds in 1031 exchanges
#1031Exchanges#REtwit#CREtwit#Realtor
https://t.co/YYnGdbJ1jZ