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125: Vetting Real Estate Deals Terms, with Omar Khan

By Sam Marks / Johnny FD

Omar Khan’s global experience has been leveraged across commercial real estate and capital markets. He has advised on over $3.7 billion of capital financing and M&A transactions. Being a seasoned professional in capital markets (capital financing, M&A, sell-side equity research), strategic planning and operations has provided him with a unique perspective.  In this episode, Omar will discuss why every potential investor should read and understand the PPM. Find out ways to leverage property tax advantages that will bring down your tax bracket. Learn how real money is made in real estate private equity while investing in deals where there is an alignment of interest with the sponsors.   Links: Linkedin Check out the new Invest Like a Boss Summit in Vegas! Where we are: Sam Marks - Tampa, Florida Johnny FD - Tbilisi, Georgia   Discussed: Private Placement Memorandum: The Sophisticated Investor’s Guide The Promote – How the Real Money Is Made In Real Estate Private Equity ILAB 105 – Cap Rates – Understanding Real Estate Yields and Valuations ILAB 114 – Opportunity Zones – Dissecting the Opportunity in O Zones, with Eddie Lorin Recommended: ArtofFX– Start with just a $10,000 account (reduced from $25,000) Fundrise– Start with only $1,000 into their REIT funds (non-accredited investors OK) Betterment– Get up to 1 year managed free PeerStreet– Get a 1% yield bump on your first loan Wealthfront– get your first $15,000 managed free   Time Stamps: 01:14 - A brief wine history and traveling Georgia, the country 07:05 - What is PPM used for? 16:05 - What it takes to put together a PPM 19:12 - “Everybody thinks their a genius because in a bull market everybody confuses luck with brains.” - Omar Khan 24:32 - Private Placement Memorandum: The Sophisticated Investor’s Guide 29:52 - How becoming a real estate agent will cut your taxes in half 39:55 - A standard and fair depreciation clause 41:03 - “Have low fees and a high equity structure so you get compensated for performance.” - Omar Khan 49:15 - Class of limited partners and equity split best practices 57:43 - The depreciation method used - Cost segregation 1:04:40 - Foreign earned income exclusion & other taxes advantages 1:16:53 - The risk of not reading the PPM If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!    Copyright 2019. All rights reserved. Read our disclaimer here.  

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