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Tax Smart Real Estate Investors Podcast

Hall CPA
Short-Term Rentals
Oil and Gas Investment
Tax Strategies
Investment Strategies
Boutique Hotels
Rolexes
Lamborghinis
Energy Market
Tax Cuts and Jobs Act
Interest Rates
IRS
Personal Branding
Luxury Vehicles
Real Estate
Real Estate Investing
Real Estate Investments
Mineral Rights
Airbnb
Small Bay Industrial
Real Estate Market Trends

The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goa... more

PublishesTwice weeklyEpisodes406Founded10 years ago
Number of ListenersCategory
Business

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Artwork for Tax Smart Real Estate Investors Podcast

Latest Episodes

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down the Augusta Rule, one of the most talked-about and misunderstood tax strategies in real estate. In this episode, we cover: - Where the Augusta Rule came from and... more

In this solo episode, Nate Sosa breaks down one of the most important — and most misunderstood — concepts in real estate syndication: carried interest. From its surprising origins in 16th-century shipping voyages to its modern-day use in private equi... more

Most real estate investors spend a lot of time learning how to build wealth, but far fewer know how to protect it when disaster comes. In this episode, Thomas and Nate sit down with Michael Fried, Vice President and Partner at Strategic Claim Consult... more

Brian Burke, CEO of Praxis Capital and author of The Hands-Off Investor, joins the show to break down the current state of real estate investing and why he believes multifamily is still too early to touch. We discuss: - Why the multifamily market loo... more

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Recent Guests

Michael Fried
Vice President and Partner at Strategic Claim Consultants; public adjuster and consumer advocate focused on real estate investors
Strategic Claim Consultants / Strong Claims
Episode: 373. Insurance Mistakes Real Estate Investors Are Making (And What They’re Costing You)
Brian Burke
President and CEO of Praxis Capital; author of The Hands-Off Investor
Praxis Capital
Episode: MLRE: Why Multifamily Is Still Uninvestable (And Where Smart Money Is Going Instead) With Brian Burke
Ryan Barone
Co-founder and CEO of RentReady
RentReady
Episode: 371. Why Your Tenants Leave (And How to Fix It Fast) with Ryan Barone
Rob Beardsley
Founder and CEO of LScre, vertically integrated multifamily owner-operator
LScre
Episode: MLRE: How He Built a $1B Multifamily Portfolio (Without Third-Party Managers) with Rob Beardsley
Victor Menasce
Host of Real Estate Espresso Podcast; author of Magnetic Capital
Y Street Capital
Episode: MLRE: How to Survive the 2026 Real Estate Cycle: AI & Capital Raising Strategies
Thomas Castelli
Partner at Hall CPA (real estate CPA by background)
Hall CPA, PLLC
Episode: MLRE: The Syndication Mistakes I'd Never Make Again (An Investor Deep Dive)
Preston Holland
Founder of Prestige Aircraft Finance, specializing in the financing and brokerage of private jets.
Prestige Aircraft Finance
Episode: 365. Can You Really Write Off a Private Jet? What Actually Works with Preston Holland
Edward Griffith
Director of Cost Segregation
Hall CPA
Episode: 357. Cost Segregation Done Right - How In-Person Engineering Maximizes ROI with Edward Griffith
Taylor Jones
Expert in short-term rentals and CEO of STR Search
STR Search
Episode: 348. How to Turn ANY Airbnb into a Money Machine with Taylor Jones

Hosts

Thomas Castelli
Host and tax expert specializing in real estate investment strategies and tax planning.
Nathan Sosa
Host and tax professional with expertise in real estate investment and finance.

Reviews

4.8 out of 5 stars from 520 ratings
  • RE investors best friend podcast

    OK so you might not really enjoy the tax aspect of real estate investing but you’re smart enough to know understanding the landscape is pretty important. Text smart real estate investors podcast gives you great tools, and understanding of how important proper tax planning is for our business.. They speak with authority and at a level of understanding for even new investors. This has become a Top podcast in our rotation. Looking forward to a consult as well because these guys know their stuff.

    Apple Podcasts
    5
    antnyc.com
    United States2 months ago
  • Packed with useful tips and info

    Love how these two pack every episode full of information and use examples to explain how things actually apply and play out. Great show for more experienced investors who diversify across asset classes.

    Apple Podcasts
    5
    FINE and loving it!
    United States7 months ago
  • Excellent!

    Really practical advise for real estate investors

    Apple Podcasts
    5
    Danielle Igh
    United States8 months ago
  • Real estate tax strategies

    Extremely helpful podcasts for new and experienced investors

    Apple Podcasts
    5
    Dochow11
    United States9 months ago
  • Glad This Exists

    Excellent podcast for investors

    Apple Podcasts
    5
    Nick from WVU
    United States10 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the clear communication and thorough breakdowns of complex topics are frequently highlighted as strengths.
There are mixed feelings about occasional political discussions, with some listeners finding them off-topic or unhelpful.
The focus on common tax pitfalls and strategies resonates well, as audiences seek to save money and optimize their assets.
Listeners appreciate the practical and actionable insights offered for real estate investing, especially regarding tax strategies and financial planning.
Many find the expert interviews enriching and informative, particularly for both new and seasoned investors.

Talking Points

Recent interactions between the hosts and their guests.

MLRE: Why Multifamily Is Still Uninvestable (And Where Smart Money Is Going Instead) With Brian Burke
Q: How should LPs think about data centers and AI-related opportunities?
Data centers offer potential but are capital-intensive and less accessible to everyday LPs; Burke notes a bull case on NOI growth but warns about bubble risk and accessibility, suggesting a selective, well-researched approach.
MLRE: Why Multifamily Is Still Uninvestable (And Where Smart Money Is Going Instead) With Brian Burke
Q: Which asset classes do you see as more defensible beyond multifamily?
Senior housing, especially skilled nursing and memory care, is highlighted as a more defensible sector with lower AI-driven disruption and strong demographic tailwinds.
MLRE: Why Multifamily Is Still Uninvestable (And Where Smart Money Is Going Instead) With Brian Burke
Q: What is your current view on the state of the multi-family market?
Burke argues that multifamily has undergone a prolonged downturn, but he believes the space will eventually become investable again as the market stabilizes and interest rates find a new balance; in the near term, he emphasizes caution and a focus on where fundamentals support rents and cash flow.
MLRE: How He Built a $1B Multifamily Portfolio (Without Third-Party Managers) with Rob Beardsley
Q: What is your approach to 1031 exchanges and how do you structure exits to maximize tax efficiency for investors?
We use tenancy-in-common arrangements for investors seeking 1031 exchanges and can facilitate 150M+ in 1031 exchanges. Exiting a property can be coordinated so that investors ride along into the new deal or are bought out, preserving tax deferral and depreciation benefits.
MLRE: How He Built a $1B Multifamily Portfolio (Without Third-Party Managers) with Rob Beardsley
Q: Can you explain how you incorporate taxes into your strategy and how you present tax benefits to investors, including 1031 considerations?
We don't factor tax into underwriting directly, but we present anticipated year-one depreciation through cost seg studies and discuss long-term deferral opportunities, including tenancy-in-common structures for 1031 exchanges and streamlined exit mechanics that help defer capital gains.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Tax Smart Real Estate Investors Podcast

What is Tax Smart Real Estate Investors Podcast about and what kind of topics does it cover?

This podcast offers practical insights into tax strategies, accounting practices, and financial planning specifically tailored for real estate investors and business owners. Episodes feature discussions with industry professionals who break down complex topics into manageable segments, making it accessible for both seasoned and novice investors. Key themes include tax benefits of real estate investments, financial planning for property management, and specific strategies to minimize tax liabilities, such as cost segregation and short-term rental advantages.

Listeners can expect a no-nonsense approach to tax and finance, with each episode aiming to save money through knowledge and actionable advice. The show distinguishes itself with its fo... more

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How many listeners does Tax Smart Real Estate Investors Podcast get?

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Which podcasts are similar to Tax Smart Real Estate Investors Podcast?

These podcasts share a similar audience with Tax Smart Real Estate Investors Podcast:

1. On The Market
2. BiggerPockets Real Estate Podcast
3. Real Wealth Show: Real Estate Investing Podcast
4. Ken McElroy Show
5. Real Estate Investing with Coach Carson

How many episodes of Tax Smart Real Estate Investors Podcast are there?

Tax Smart Real Estate Investors Podcast launched 10 years ago and published 406 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Tax Smart Real Estate Investors Podcast?

Recent guests on Tax Smart Real Estate Investors Podcast include:

1. Michael Fried
2. Brian Burke
3. Ryan Barone
4. Rob Beardsley
5. Victor Menasce
6. Thomas Castelli
7. Preston Holland
8. Edward Griffith

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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