Surgeon Syndicate

Ep129: Construction Economics Trends and What It Means for You

Discover the latest trends and crucial data from the construction industry in this must-listen episode. Uncover how the pace of growth in spending and shifting interest rates impact real estate investments, and break down why specific sectors are thriving while others are finding stability.
 
What you’ll learn from this episode
Impact of interest rates on property values and office space
Construction cost stabilization and its implications for investors
Employment trends in construction and the importance of skilled labor
The effects of geopolitical factors on onshoring and manufacturing
47:10 Strategic advice for real estate investors in a volatile market
 
Resources mentioned in this episode 
ConstructConnect
 
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep128: Specialized Financial Advice to Optimize Your Wealth with Paulo Aguilar - Part 2

Join Paulo Aguilar as he demystifies complex financial structures and reveals top tax-saving strategies for real estate deals. Discover the secrets of 1031 exchanges, alternative investments, and why having a specialized financial advisor is a game-changer. Tune in for expert insights that can elevate your investment strategy!
 
What you’ll learn from this episode 
Complex financial structures and their advantages
Why it’s vital to work with specialized financial advisors for complex investments
Key considerations in real estate redevelopment projects
How to evaluate sponsors for redevelopment deals
The role of prayer, meditation, and self-development in achieving success
 
Resources mentioned in this episode 
Think and Grow Rich by Napoleon Hill | Paperback and Kindle 
 
About Paulo Aguilar
With nearly 15 years of experience in the investment management industry, Paulo works closely with affluent individuals and families, offering an array of strategies designed to address their complex financial needs.
 
Throughout his career, Paulo has gained expert knowledge on real estate and alternative investment strategies, using this expertise to offer clients custom solutions that meet their investment and retirement goals while providing wealth enhancement opportunities for an impactful legacy.
 
Prior to co-founding Wealthstone Group, Paulo held senior-level sales & client portfolio management roles at various top financial institutions and a single-family office.
 
Paulo graduated from the City University of New York, Baruch College, with a B.B.A. in Finance & Investments. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA Level 3 candidate. He holds Series 7 and 66 licenses with the Financial Industry Regulatory Authority (FINRA).
Connect with Paulo 
Website: Wealthstone Group
LinkedIn: Paulo Aguilar, CAIA
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep127: Specialized Financial Advice to Optimize Your Wealth with Paulo Aguilar - Part 1

In this episode, Paulo Aguilar delves into the complexities of family offices, the advantages of Delaware Statutory Trusts (DSTs) for 1031 exchanges, and how qualified opportunity zone funds (QOZFs) can provide significant tax benefits.  If you're aiming to diversify your portfolio and elevate your returns, this episode is your roadmap to success. Don't miss it!
What you’ll learn from this episode 
The role of family offices and their impact on wealth management
Delaware Statutory Trusts (DSTs) vs. standard syndications for 1031 exchanges
Challenges and lessons learned from managing a real estate portfolio
Benefits and mechanics of DSTs for passive investors
Qualified Opportunity Zone Fund (QOZF): What it is and its tax advantages
 
Resources mentioned in this episode 
MetLife
 
About Paulo Aguilar
With nearly 15 years of experience in the investment management industry, Paulo works closely with affluent individuals and families, offering an array of strategies designed to address their complex financial needs.
 
Throughout his career, Paulo has gained expert knowledge on real estate and alternative investment strategies, using this expertise to offer clients custom solutions that meet their investment and retirement goals while providing wealth enhancement opportunities for an impactful legacy.
 
Prior to co-founding Wealthstone Group, Paulo held senior-level sales & client portfolio management roles at various top financial institutions and a single-family office.
 
Paulo graduated from the City University of New York, Baruch College, with a B.B.A. in Finance & Investments. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA Level 3 candidate. He holds Series 7 and 66 licenses with the Financial Industry Regulatory Authority (FINRA).
Connect with Paulo 
Website: Wealthstone Group
LinkedIn: Paulo Aguilar, CAIA
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep126: Keeping Wealth Healthy for Early-Career Doctors

Discover why doctors face unique financial hurdles from delayed earnings and how they stack up against other high-earning professions starting much earlier. Delve into powerful financial strategies, including real estate investment, offering a roadmap to not just survive but thrive in the face of these challenges and keep burnout at bay.
 
What you’ll learn from this episode
Benefits of understanding compounding interest and starting your savings early
Financial disadvantages doctors face compared to other professions and ways  to overcome them
How being employed impacts doctors' ability to manage finances and investments effectively
The role of alternative investments in diversifying income and reducing reliance on traditional stock markets
Practical tips for doctors investing in real estate and other financial avenues 
 
Resources mentioned in this episode 
Who Not How by Dan Sullivan | Kindle, Paperback, and Hardcover 
 
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep125: Wealth, Well-being, and Work-Life Synergy through Real Estate with Dr. Nimesh Patel - Part 2

Explore transitioning from single-family homes to multifamily apartment syndication, utilizing virtual assistants, and the importance of financial literacy and diversification for healthcare professionals with Dr. Nimesh Patel. Tune in for expert advice on achieving financial independence and leaving a lasting impact in the medical and real estate industry.
 
What you’ll learn from this episode 
Ways to integrate financial education into medical training
How real estate investment knowledge influence healthcare practice management 
The power of establishing multiple income streams
Advice on efficiently managing time across different life and career facets
 
About Dr. Nimesh Patel 
Dr. Nimesh Patel is a renowned Orthopedic Trauma Surgeon and the founder of Lion Park Capital. Balancing a successful medical career with a commitment to family and financial education, Dr. Patel established Lion Park Capital to provide a clear pathway to financial freedom through passive investing. With a focus on preserving capital and delivering reliable returns, he prioritizes client education and communication. Dr. Patel's dedication to excellence and integrity shapes both his medical practice and his approach to finance, leaving a lasting impact on those he serves.
 
Connect with Dr. Nimesh 
Website: Lion Park Capital 
Email: nimeshpatel@lionparkcap.com
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus
 

Ep124: Wealth, Well-being, and Work-Life Synergy through Real Estate with Dr. Nimesh Patel - Part 1

Join Dr. Nimesh Patel as he explores the intersection of a demanding medical career and proactive financial planning through real estate. Learn how he managed to juggle his profession, personal interests, and growing real estate portfolio, all while mentoring young physicians toward financial independence.
 
What you’ll learn from this episode 
Strategies for managing time effectively between being a surgeon and an investor
Benefits of having a virtual assistant for real estate endeavors 
How financial literacy and diversification impact career longevity and satisfaction for doctors
Practical advice for transitioning from passive investing to a more active role 
The importance of mentorship in navigating medical and real estate careers
 
Resources mentioned in this episode 
Panorama Orthopedics
Indeed 
 
About Dr. Nimesh Patel 
Dr. Nimesh Patel is a renowned Orthopedic Trauma Surgeon and the founder of Lion Park Capital. Balancing a successful medical career with a commitment to family and financial education, he established Lion Park Capital to provide a clear pathway to financial freedom through passive investing. With a focus on preserving capital and delivering reliable returns, he prioritizes client education and communication. Dr. Patel's dedication to excellence and integrity shapes both his medical practice and his approach to finance, leaving a lasting impact on those he serves.
 
Connect with Dr. Nimesh 
Website: Lion Park Capital 
Email: nimeshpatel@lionparkcap.com 
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep123: Expert Networking Tips for Doctors Diving Into Commercial Real Estate

Unravel the significant impact of forming strategic relationships and leveraging expert knowledge, especially for professionals like doctors transitioning into the real estate sector. Discover the distinction between active and passive networking and how these connections can dramatically shorten the learning curve and enhance investment strategies.
 
What you’ll learn from this episode
Strategies for converting initial contacts into valuable relationships
Benefits of active versus passive networking and finding a balance that fits your personality
How networking can align with and influence your investment strategies
Challenges in networking and how to overcome them through your mindset
Tips for deepening professional relationships to accelerate your real estate investment journey
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep122: OUT with Your W-2 and IN with Passive Investing with Randy Smith - Part 2

Randy Smith delves into the intricacies of real estate investment, offering insights into evaluating deals, the benefits of investing during uncertain times, and the critical role of vetting operators. His extensive experience across multiple investments and operators equips him with unique insights beneficial for anyone looking to diversify their investment portfolio through real estate. For more wealth-building tips, hit play!
 
What you’ll learn from this episode
Why now might be the right time to invest passively
The significance of hiring proficient operators  
Actionable tips you should follow as a real estate beginner
Potential tax benefits of qualifying as a real estate professional
Reasons why you should surround yourself with supportive people
 
Resources mentioned in this episode 
GoBundance
 This Is Marketing by Seth Godin | Kindle, Paperback and Hardcover
 
About Randy Smith 
Randy Smith is the Founder of Impact Equity, which was formed to help investors achieve strong results in their passive real estate investing strategies. Randy and Impact Equity have helped more than 100+ investors place over $7.3MM+ across three operators and 15 different opportunities since launching in June 2022.
 
Randy started his real estate investing career doing out-of-state, single-family, long-term rentals, and he quickly realized the many additional benefits he could receive by switching his strategy to passively investing in multifamily syndications. Randy has now invested in 25 different passive investments with 11 different operators, which gives him the unique knowledge and expertise to recognize a strong passive opportunity.
 
Connect with Randy
Website: Impact Equity LLC
LinkedIn: Randy Smith
Podcast: The Gentle Art of Crushing It!: Apple Podcasts | Spotify
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep121: OUT with Your W-2 and IN with Passive Investing with Randy Smith - Part 1

In this two-part episode, we sit down with Randy Smith to explore the ins and outs of passive real estate investing. With a wealth of experience in both corporate America and real estate investing, he shares his journey from single-family rentals to multifamily syndications and beyond. Binge-listen and navigate the current real estate market, understand the importance of vetting operators, and make informed investment decisions!
 
What you’ll learn from this episode
Randy’s transition from corporate America to real estate investing 
A fund-to-fund model that offers investors larger pooled investments
The advantages of working with a professional allocator 
Importance of diversification in passive real estate investing
Stringent vetting process for real estate operators and investment deals
 
Resources mentioned in this episode 
Tribevest
 
About Randy Smith 
Randy Smith is the Founder of Impact Equity, which was formed to help investors achieve strong results in their passive real estate investing strategies. Randy and Impact Equity have helped more than 100+ investors place over $7.3MM+ across three operators and 15 different opportunities since launching in June 2022.
 
Randy started his real estate investing career doing out-of-state, single-family, long-term rentals, and he quickly realized the many additional benefits he could receive by switching his strategy to passively investing in multifamily syndications. Randy has now invested in 25 different passive investments with 11 different operators, which gives him the unique knowledge and expertise to recognize a strong passive opportunity.
 
Connect with Randy
Website: Impact Equity LLC
LinkedIn: Randy Smith
Podcast: The Gentle Art of Crushing It!: Apple Podcasts | Spotify
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep120: Decoding Cannabis Investments: Risks, Rewards, and Regulations

Explore the intricacies and potential investment opportunities within the cannabis real estate market. Learn about the high-risk, high-reward nature of cannabis properties, the complexities of federal and state regulations, and various investment avenues from cultivation to retail.
 
What you’ll learn from this episode
Unique challenges and benefits of investing in cannabis real estate
Risks associated with federal and state legal conflicts in the cannabis industry
Financial implications and options for cannabis investments
Different types of cannabis investment opportunities
How municipal attitudes and laws impact cannabis operations
 
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus