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Advanced Real Estate Strategies for High Net Worth Investors | Smart Real Estate with Westcliff
Unlock the advanced playbook of high net worth investors with Smart Real Estate by Westcliff. In this episode, hosts Addy Saeed and Kaz Jaffer delve into advanced real estate strategies that optimize returns, minimize risk, and build generational wealth. Learn about ownership structures like holdcos, opcos, and trusts, advanced financing tools such as CMHC insured financing and vendor takeback mortgages, and the importance of a robust exit strategy. Whether you're looking to scale your portfolio or maximize your after-tax returns, this episode provides valuable insights. Ready to level up? Book a private strategy session or join the Westcliff Investors Network.
00:00 Introduction to Advanced Real Estate Strategies
00:57 Ownership Structures for Real Estate Assets
01:28 Advanced Financing Techniques
02:22 Performance Engineering and GP/LP Structures
02:58 Exit Strategies and Tax Optimization
03:35 Building a Long-Term Wealth Roadmap
03:59 Conclusion and Next Steps
04:25 Upcoming Episode Preview
04:35 Disclaimer
About Your Hosts:
Addy Saeed: With over 20 years of experience in the real estate industry, I've navigated through the complexities of property investment, development, and management. My goal is to demystify real estate investing for our listeners.
Kaz Jaffer: As a CPA and CA, my expertise lies in finance and real estate across Canadian and US markets. Together, we bring a wealth of knowledge and experience, aiming to empower you with actionable strategies and in-depth market analysis. For more information, be sure to check out www.westcliffam.com or call/text 647-799-2264