The Owner Meeting

How the Rich Save Taxes: Trusts, Asset Protection & Real Estate Secrets

24 min · 22. apr. 2026
episode How the Rich Save Taxes: Trusts, Asset Protection & Real Estate Secrets cover

Beskrivelse

In this episode, Christian interviews Sally Gimon about her journey from wholesaling bank-owned properties to building a diversified real estate portfolio using beneficial trusts, seller financing, and notes. She explains how wealthy investors legally reduce taxes, protect assets from lawsuits, and structure deals for long-term, generational wealth. Sally shares practical examples, common mistakes to avoid (especially bad partnerships), and directs listeners to free resources and a masterclass to learn trust-based tax and asset protection strategies.

Kommentarer

0

Vær den første til at kommentere

Tilmeld dig nu og bliv en del af The Owner Meeting-fællesskabet!

Kom i gang

1 måned kun 9 kr.

Derefter 99 kr. / måned · Opsig når som helst.

  • Podcasts kun på Podimo
  • 20 lydbogstimer pr. måned
  • Gratis podcasts

Alle episoder

89 episoder

episode Why Mobile Home & RV Parks Are the Hidden Cash-Flow Goldmine cover

Why Mobile Home & RV Parks Are the Hidden Cash-Flow Goldmine

Host Christian interviews Leo Young, founder of Cornell Communities, about investing in mobile home parks and RV parks as a cash-flow-focused, recession-resistant niche of multifamily. They discuss why these assets work for entry-level housing, the operational differences from traditional multifamily, and the benefits of tenant-owned homes. The episode covers deal sourcing and financing trends, converting park-owned homes to resident-owned, creative structuring options, and practical challenges like infrastructure and septic. Leo also shares his growth story—how he scaled to several hundred pads in a few years—and key lessons for new investors, including underwriting discipline and the value of keeping steady income while scaling.

30. maj 202631 min