Tag Archives: Wealth Management

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Owning the Crossroads in Investment Real Estate With Chad Braun (Ep. 36)

Education, Financial, Real Estate, Uncategorized, , , , , , , , , , ,

Summary:

In this episode, Kevin Kaylakie speaks with Chad Braun, the managing partner and co-founder of Fifth Corner. Chad shares his incredible professional journey and how the Irreplaceable Corners TM approach differentiates them in the real estate space.

 

Kevin and Chad discuss:

  • How a company’s core values, and strategy can impact not just investors, but entire communities.
  • There are some negative leverage real estate deals, but is that the best strategy if you want a positive cash flow.
  • What is the real estate future forecast, are we expecting another real estate cycle like in the 80s.
  • How Fifth Corner created a functional rent structure that is not directly affected by increasing property taxes.
  • And more…

 

 

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About Our Guest:

Chad started his career with Kenneth Leventhal & Co in their real estate advisory practice and has spent the past 24 years exclusively working in the commercial real estate business. He helped grow AmREIT (NYSE:AMRE) from $50 million to over $1 billion in assets when it sold to EDENS in February 2015. As CFO and COO, he was responsible for all aspects of capital formation, accounting and reporting, asset management, investor relations and human resources.

 

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Should I Invest In Apartments? (Ep. 34)

Education, Real Estate, Uncategorized, , , , , , , ,

Kevin and David discuss:
 

  • Investing in Value-Add versus Core-Plus investments and risk adjusted returns.
  • Leverage and risk. To have negative leverage or to be overleveraged?
  • Real estate as an asset appreciation, wealth preservation, and cash flowing product.
  • How to execute a Value-Add investment strategy.
  • The future of real estate and real estate investing.
  • Comparing multi-family and single-family space offerings.
  • And more… 

 

Connect With David Wylie: 

 

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About Our Guest:  

David is the Founder & Managing Partner of Hilltop Residential. 

David has been in the multifamily investment business since 2000, having received national recognition for his performance in the apartment market across Texas and the United States. During his 21 years in the industry, David has been involved in over $15 billion of multifamily transactions. David’s deep relationships in the industry, as well as his extensive experience in identifying investment opportunities, are integral pieces to the Hilltop team. 

David attended The University of Texas where he studied business and Spanish and spent two semesters in Argentina developing his Spanish language communication skills and furthering his education. He is actively involved at Second Baptist Church, is an active member of NMHC (National Multifamily Housing Council),ULI (Urban Land Institute), and serves on the Regional Advisory Council with Apartment Life. 

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Real Estate in the Texas Triangle with John Anderson (Ep. 32)

Education, Financial, Uncategorized, , , , , , , , , ,

In this episode, Kevin Kaylakie speaks with John Anderson, Chief Financial Officer at 35South Capital.   

Kevin and John discuss: 

  • Core plus real estate assets.
  • 35South Capital and the closing of their fund. 
  • Negative leverage in commercial real estate. 
  • Value-add in real estate and 35South Capital’s approach. 
  • Real Estate Investment in the Texas Triangle.
  • And more…

 

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About Our Guest: 

John Anderson serves as Chief Financial Officer, is a member of the Investment Committee and brings over 25 years of experience to the team. Prior to founding 35 South Capital, Mr. Anderson co-founded CJN Investments, a boutique private equity firm that invests in local businesses and real estate in the greater Houston area and throughout the state of Texas. Prior to CJN, he was the Regional Director of Development for Weingarten Realty. Mr. Anderson also previously worked at Pelican Builders, AmReit, Fairfield Residential and the Archon Group (a subsidiary of Goldman Sachs).  

John graduated from Baylor University with a BBA is Business Management and an MBA from The University of Texas at Austin, specializing in Real Estate and Investments.

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Seasonal Update at Tax Time With Kevin Kaylakie (Ep. 31)

Financial, Uncategorized, , , , , , , , , , , , , , , ,

In this episode, Kevin Kaylakie speaks with Connee Sullivan, Head of Family Office Service for SineCera Capital. 

 

Kevin and Connee discuss: 

  • Tax Preparedness: contributions to 401(k)s, HSAs, 529s, Charitable contributions to DAFs, and considering estate and gift tax planning. 
  • Tax loss harvesting. 
  • Planning checklist and the gathering of important documents  
  • Strategies for liquidity management. 
  • And more… 

 

 

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SineCera Capital Core Values. What Make Us Who We Are With Connee Sullivan (Ep. 30)

Finance, Uncategorized, , , , , ,

In this episode, Connee Sullivan speaks with Kevin Kaylakie, founder and CEO of SineCera Capital.

Kevin and Connee discuss:  

  • The meaning of SineCera 
  • The story behind and basis of our core values 
  • Being true fiduciaries by heart and by handshake. 
  • Selecting business partners who exemplify our values. 
  • And more. 

 

 

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Preparing for a Business Exit With Terese Everson (Ep. 29)

Finance, Uncategorized, , , , , , , , , ,

The dynamics of selling a business have changed considerably over the years. Private equity firms are increasingly focused on creating synergies, and many founders are staying in the business even after the sale.

 

In this episode, Kevin Kaylakie speaks with Terese Everson, director at Focus Strategies Investment Banking, about the exit planning process and the factors that can affect the outcome.

 

Kevin and Terese discuss:

  • How Focus Strategies helps businesses in the lower middle market
  • Biggest value creators and detractors (and what the valuation process looks like)
  • Why more founders are staying involved even after the sale
  • The mental preparation before letting go of the business
  • And more

Connect With Terese Everson:

 

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About Our Guest:

 

Terese Everson joined Focus Strategies in 2019. Terese has over 20 years of finance experience in investment banking and private equity in a variety of industries and has worked on over $3 billion in transactions.

 

Prior to joining Focus Strategies, Terese was a Vice President at Cienda Partners in Dallas, where she led the acquisition of real estate and distressed debt investments in hospitality, office, land, multi-family, master-planned community and industrial sectors. Prior to Cienda, Terese was an investment banker in New York at Bear Stearns and subsequently at Deutsche Bank Securities in the Healthcare Group. Terese has also worked as Director of Acquisitions IFM Services and as an associate at Olympus Real Estate Corporation, a former affiliate of Hicks, Muse, Tate & Furst. She began her career as an analyst at JP Morgan Chase in the Mergers & Acquisitions group.

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Vintage Timepieces: A Market for Valuable Collectibles and Family Heirlooms With Jacek Kozubek (Ep. 28)

Financial, Uncategorized, , , , , , , , , , , ,

Vintage timepieces are more than watches. They are unique pieces of history. They can be passed down from one generation to the next, and they often increase in value over time. Vintage watches offer both an investment opportunity and a beautiful piece of jewelry.

 

In this episode, Kevin Kaylakie speaks with Jacek Kozubek, the founder and owner of Tropical Watch. Jacek shares his fascinating journey in this niche market and how the vintage watch market has evolved over the years. 

 

Kevin and Jacek discuss:

 

  • What draws buyers to vintage watches
  • The origin of Tropical Watch and how it came to specialize in vintage Rolex pieces
  • How Jacek deals with the problem of counterfeit watches
  • The role of vintage watches as a store of value
  • And more

 

Resources:

 

Connect With Jacek Kozubek:

 

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About Our Guest: Jacek Kozubek is a world-renowned dealer of vintage timepieces, with a particular focus on vintage Rolex pieces. As the founder of 10 Past Ten and Tropical Watch, Jacek has been in the vintage watch market for over a decade.

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Latest Trends in Retirement Plan Distributions With Henry Yoshida (Ep. 27)

Financial, Uncategorized, , , , , , , , , , ,

In traditional forms of IRAs (individual retirement accounts), investment options are often limited to stocks, bonds, and mutual funds. However, “self-directed IRAs” enable owners to invest their retirement savings into alternative asset classes.

 

In this episode, Kevin Kaylakie speaks with Henry Yoshida, CFP®, founder and CEO of Rocket Dollar, Inc. They provide a brief overview of how self-directed IRAs function, their benefits, and the key rules one must be aware of before investing in it. They also explain why there is a discrepancy in the amount invested in traditional vs. self-directed IRAs across the United States.

 

Kevin and Henry discuss:

 

  • How the retirement plan landscape has evolved over the years
  • The two main types of self-directed IRAs
  • Prohibited transactions within a self-directed IRA
  • How investors like Peter Thiel manage to get billions of dollars into Roth IRAs
  • Up-and-coming alternative asset classes
  • And more

 

Resources:

 

Connect With Henry Yoshida:

 

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About Our Guest:

 

Henry Yoshida is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax-advantaged retirement dollars into private alternative investments. He is a Certified Financial Planner™ professional, licensed Realtor®, and has 20 years of experience in finance. In the past, Henry was the founder of venture capital backed robo-advisor Honest Dollar [acquired by Goldman Sachs], was the founder of MY Group LLC [$2.6B AUM retirement plan advisory firm], and spent 10 years at Merrill Lynch. 

 

He graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his wife and two daughters.

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The Current M&A Market: Is This the Right Time To Sell a Business? With Jack Selman (Ep. 26)

Education, Finance, Financial, Uncategorized, , , , , , , , , ,

Selling a business is a significant liquidity event that requires complex planning in various areas, such as business valuation, attracting the right buyers, tax planning, and post-sale wealth management.

Moreover, given the current market conditions, long-time business owners might wonder: Is the timing right to sell a business?

In this episode, Kevin Kaylakie speaks with Jack Selman, partner at Selman Munson & Lerner P.C., about pre-liquidity planning in the current M&A landscape and how entrepreneurs can optimize their exit strategy.

Kevin and Jack discuss:

  • The “Great Wealth Transfer” and the rise of private equity
  • Biggest reasons why family businesses are motivated to sell
  • How to value a business (and different types of buyers to consider)
  • Two action steps that Jack suggests based on his past M&A transactions
  • And more

Resources:

Connect With Jack Selman:

Connect With SineCera Capital:

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Kitchen Table Conversations (Part 1): Key Financial Topics Every Family Should Consider (Ep. 25)

Education, Finance, Financial, Uncategorized, , , , , , , , ,

With the end of 2022 fast approaching, several financial issues are top of mind for many families, such as high inflation and year-end tax planning.

In this episode, Kevin Kaylakie and Connee Sullivan join in a kitchen table conversation to address the financial topics that matter most to families. They also share best practices to consider in light of current market conditions and in general.

Kevin and Connee discuss:

  • Using asset allocation to hedge against the risk of inflation
  • How donor-advised funds lead to tax-efficient philanthropy
  • The importance of “ document e-Vaulting” in family affairs
  • Key cybersecurity measures to ensure protection of financial records
  • And more

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