January's Top Episodes

Opportunity Zones for Passive Income: Unlock Tax Savings and Growth with Nathan Sosa

In this episode of Passive Income Pilots, we explore Opportunity Zones (OZs) and their potential for tax deferral and appreciation. We’re joined by Nathan Sosa, a Certified Public Accountant (CPA) with Hall CPA, a firm specializing in real estate tax strategy, for a conversation on the structure and benefits of OZs.

Together, we cover:

• The Tax Advantages of OZs: We unpack how the tax code handles OZ investments, providing an overview of the doubling basis requirement and the 10-year hold period.

• Passive Investing Options: For those not looking to develop and manage their own properties, Nathan outlines how passive investors can defer capital gains taxes from the sale of stocks, real estate, and more by investing in OZ funds.

• Comparable Tax Strategies: We examine how OZs and OZ funds stack up against other tax-advantaged strategies, such as 1031 exchanges.

Key Takeaways for Podcast Listeners

OZs provide a unique way to defer capital gains taxes, unlock depreciation benefits, and achieve long-term, tax-free growth. However, as Nathan emphasizes, this approach works best when paired with careful planning and professional guidance. As always, research and due diligence are key — as is making sure your investment strategies align with your values and goals.

Listen Now: #92 - Opportunity Zones for Passive Income: Unlock Tax Savings and Growth with Nathan Sosa

Interest Rates, Submarkets, and CRE’s Future with Spencer Levy

In this episode, we welcome Spencer Levy, Senior Economic Advisor and Global Client Strategist at CBRE, for a discussion on the current state of commercial real estate (CRE). Spencer offers his take on the macro trends reshaping the market — including industrial reshoring and live-work-play neighborhoods — and shares his tactics for identifying promising submarkets.

Our conversation covers:

• The Impact of Interest Rates: We examine the ripple effects of rising interest rates and unpack the implications for different sectors within CRE.

• High-Growth Submarkets: Spencer breaks down why honing in on the right submarkets is crucial for CRE success — and shares the metrics he looks for when evaluating potential hot spots.

• Macro Trends and Emerging Opportunities: From reshoring manufacturing to a renewed interest in affordable housing, we take a look at some of the major trends driving growth in CRE.

Key Takeaways for Podcast Listeners

Certain CRE sectors may be facing headwinds, but as Spencer points out, the right strategies and submarkets can yield extraordinary results. Between pent-up demand, growth in tech-driven asset classes like data centers, and a booming industrial sector, the CRE space offers opportunities for every investor — provided they know where to look.

Listen Now: #91 - Interest Rates, Submarkets, and CRE's Future with Spencer Levy

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