Wonton Wealth: Insights into Commercial Real Estate Investing & Beyond

Family Offices & Real Estate Strategies with DJ Van Keuren Part 1

In this episode, DJ Van Keuren shares his extensive experience in real estate, family offices, and multi-generational wealth strategies. He discusses how family offices approach real estate investments, the importance of relationships, and practical tips for those looking to engage with high-net-worth families. Chapters 00:00 Introduction to DJ Van Keuren and His Journey 04:26 Understanding Family Offices 11:15 Investment Strategies in Real Estate 17:45 Evaluating Real Estate Deals and Operators 22:17 Exploring Partnership Structures in Real Estate 23:36 Understanding Deal Flow and Networking Strategies 24:29 Common Mistakes in Approaching Family Offices 26:23 The Value of Networking at Conferences 29:34 Navigating Family Office Conferences 30:36 Building Long-Term Relationships with Sponsors 32:32 Governance Conversations Among Family Offices 34:21 Lessons Learned from Working in a Family Office 38:21 Approaching Family Offices for Capital 40:08 Gems for Building Wealth Thoughtfully DJ's Links: DJ Van Keuren's Website - https://djvankuren.com Family Office Real Estate Institute - https://fore.institute The Secret Life of Real Estate and Banking by Glenn Mueller - https://www.amazon.com/Secret-Life-Real-Estate-Banking/dp/0856832634 Website - https://djvankuren.com LinkedIn - https://www.linkedin.com/in/djvankeuren/ Tanh's Links: Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

What is Cost Segregation? Part 2 with Jason Melillo

In this episode, Jason Melillo, CEO of KBKG, explains the ins and outs of cost segregation and its impact on real estate investment. Discover how this tax strategy can significantly boost cash flow, reduce taxes, and build wealth over time. Chapters 00:00 Introduction to Cost Segregation 03:01 Understanding Cost Segregation for Real Estate Investors 05:58 Types of Real Estate Benefiting from Cost Segregation 08:54 The Trade-offs of Depreciation and Recapture 11:40 Real-Life Examples of Cost Segregation Studies 14:57 Determining the Value Threshold for Cost Segregation 17:51 Depreciation Benefits for Syndicators and Investors 20:29 Asset Classes and Their Depreciation Potential 23:40 The Cost Segregation Process Explained 26:44 Timing and Costs of Cost Segregation Studies 29:42 Identifying the Right Investors for Cost Segregation 32:20 Exploring Other Tax Strategies for Investors 35:24 Common Planning Issues in Tax Strategies 38:15 Tax Planning Conversations for Growing Portfolios 41:17 Final Thoughts on Wealth Building through Real Estate Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting. Jason's Links: CostSegregation.com - https://costsegregation.com https://www.linkedin.com/in/jasonmelillo https://www.kbkg.com/dash?swcfpc=1 https://www.facebook.com/KBKGTaxIncentives/ https://www.linkedin.com/company/kbkg/posts/ https://x.com/KBKG https://www.linkedin.com/in/jasonmelillocpa/ Promo Code: Wonton2026

What is Cost Segregation? Part 1 with Jason Melillo

In this episode, Jason Melillo, CEO of KBKG, explains the ins and outs of cost segregation and its impact on real estate investment. Discover how this tax strategy can significantly boost cash flow, reduce taxes, and build wealth over time. Chapters 00:00 Introduction to Cost Segregation 03:01 Understanding Cost Segregation for Real Estate Investors 05:58 Types of Real Estate Benefiting from Cost Segregation 08:54 The Trade-offs of Depreciation and Recapture 11:40 Real-Life Examples of Cost Segregation Studies 14:57 Determining the Value Threshold for Cost Segregation 17:51 Depreciation Benefits for Syndicators and Investors 20:29 Asset Classes and Their Depreciation Potential 23:40 The Cost Segregation Process Explained 26:44 Timing and Costs of Cost Segregation Studies 29:42 Identifying the Right Investors for Cost Segregation 32:20 Exploring Other Tax Strategies for Investors 35:24 Common Planning Issues in Tax Strategies 38:15 Tax Planning Conversations for Growing Portfolios 41:17 Final Thoughts on Wealth Building through Real Estate Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting. Jason's Links: CostSegregation.com - https://costsegregation.com https://www.linkedin.com/in/jasonmelillo https://www.kbkg.com/dash?swcfpc=1 https://www.facebook.com/KBKGTaxIncentives/ https://www.linkedin.com/company/kbkg/posts/ https://x.com/KBKG https://www.linkedin.com/in/jasonmelillocpa/ Promo Code: Wonton2026

Is Office Dead?

This episode explores the evolving role of the office in the post-pandemic world, examining whether traditional office spaces are still necessary and how hybrid work models are shaping the future of work. Takeaways 1. Remote work has increased productivity and saved commute time. 2. Many office rituals are about visibility rather than value. 3. Hybrid work offers flexibility but can lack structure. 4. In-person meetings are more effective for collaboration. 5. Suburban offices may see a resurgence as the market shifts. Chapters 00:00 Introduction: The Office in Q1 2026 00:30 Pre-Pandemic Office Culture and Remote Work Gains 01:00 The Question: What Is the Office Actually For? 01:38 Remote Work During COVID: Flexibility and Productivity 02:11 Vacant Downtown Offices and Changing Real Estate Values 02:18 Data on Remote Work and Productivity Gains 03:04 Office Culture: Habit vs. Productivity Tool 03:26 Revealing the True Necessity of Office Spaces 04:04 The Hidden Benefits of Commuting and In-Person Work 04:18 Is Office Still Needed? The Role of In-Person Interaction 05:05 Personality and Role Suitability for Remote or In-Office Work 05:37 Distractions at Home vs. Office Productivity 06:24 Corporate Incentives to Return to Office 06:56 Hybrid Work Models: Opportunities and Challenges 07:31 Managing Continuity and Structure in Hybrid Work 08:37 Effective Meetings: In-Person vs. Remote 10:47 Personal Work Styles and Environment Preferences 11:21 The Future of Urban and Suburban Offices 13:41 Conclusion: Is the Office Truly Dead? Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

The $420 Million Real Estate Fraud Case You Need to Know

An in-depth analysis of a high-profile commercial real estate fraud case involving Matt Onofrio, highlighting red flags, legal consequences, and lessons for investors. Chapters 00:00 Introduction to the Case Study 02:19 The Rise and Fall of Matt Onofrio 04:44 Understanding the Fraud Scheme 07:28 The Mechanics of the Fraud 10:25 The Consequences of Fraud 12:47 Red Flags to Watch For 17:56 Lessons Learned and Conclusion Links: * IRS Criminal Investigation press release (Dec. 11, 2025): “Architect of massive $420 million bank fraud scheme sentenced to 3 years in prison” [https://www.irs.gov/compliance/criminal-investigation/architect-of-massive-420-million-bank-fraud-scheme-sentenced-to-3-years-in-prison] * KSTP 5 Eyewitness News: “Man behind $420 million bank fraud scheme sentenced to 3 years in prison” [https://kstp.com/kstp-news/local-news/man-behind-420-million-bank-fraud-scheme-sentenced-to-3-years-in-prison/] * InForum: “‘Ringleader’ of vast real estate fraud scheme sentenced to 3 years in prison” [https://www.inforum.com/news/minnesota/ringleader-of-vast-real-estate-fraud-scheme-sentenced-to-3-years-in-prison] Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong  🔋 Support My Channel 🔋 Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong 🌍 Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong 📷 IG: http://www.instagram.com/pro_tanh 🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.