Dan On Top – Episode 129 – Chad Sutton

Michael Brady Executive Vice President at Madison Exchange jam packs this episode with everything you want to know about the 1031 Exchange.

Barry Wolfe, M&M Senior Managing Director joins Dan to talk about the exciting opportunities in commercial real estate, specifically the cannabis industry and how it pertains to the commercial real estate market.

Our most downloaded guest Daniel Millman, CFA returns to provide some major value. Daniel talks about Noblestone Capital, Opportunity Zones, and the exciting things he’s up to. What are advantages of investing in tangible real estate vs. syndications? Hear about Daniel’s experience managing funds, how the world’s new reality impacts real estate, and what Daniel’s thoughts are about 1031 Exchange and Capital Gains Taxes and how changes will affect the market. Daniel shares so much knowledge, insight and advice, don’t miss it!

Bernard Reisz, Lead Strategist & Educator at ReSure Financial discusses Talmudic phrases and how they apply to the financial services industry and real estate investing. Bernard also discusses the ins and out of self directed IRAs and qualified retirement accounts. Dan tries to get Bernard to dance but it doesn’t end so well.

Michael Gilman, Managing Principal of Cross Mountain Capital discusses the nuances of securities and syndication and discussed sourcing deals, the capital stack, and different financing options.