Setting Up The Right Entity For Protection & Tax Benefits

The Wisdom, Lifestyle, Money, Show

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5M ago 38:18

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In this episode, Scott Dillingham interviews real estate lawyer Milena Cardinal to discuss maximizing shareholder value through proper corporate structuring for real estate investments. Milena shares expertise on balancing legal, tax, and financing considerations when setting up investment entities.

Key Timestamps:
[0:00] Corporate Structure Basics
- Shareholder agreements
- Entity selection
- Investor protection strategies

[4:30] Multiple Structure Options
- GPLP advantages
- Joint venture possibilities
- Financing implications

[8:45] Setting Up Process
- Consultation importance
- Document requirements
- Capital raising considerations

[12:30] Evaluation Framework
- Six key pillars approach
- Tax minimization strategies
- Liability protection methods

[16:45] Team Collaboration
- Professional coordination
- Expert alignment
- Strategic planning

Key Points:
1. Core Considerations
- Liability protection
- Tax efficiency
- Financing qualification
- Investor attractiveness

2. Structure Selection
- Project-specific needs
- Financing requirements
- Growth objectives
- Cost considerations

3. Professional Integration
- Team collaboration
- Expert alignment
- Strategic planning

Contact Information:
Website: cardinallaw.ca
Email: [email protected]
Free consultations for LendCity members

Important Tips:
- Consider multiple factors
- Plan exit strategies
- Verify lender requirements
- Balance complexity costs
- Coordinate professional advice

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Chapters

1. Introduction and Greetings (00:00:00)

2. Understanding Shareholder Value in Real Estate (00:00:32)

3. Corporate Structures and Investor Relations (00:01:26)

4. Lender Requirements and Financing Options (00:03:15)

5. Recourse and Liability in Real Estate Deals (00:08:06)

6. Initial Steps and Consultations (00:08:56)

7. Raising Capital and Investor Concerns (00:10:33)

8. Alternative Structures and Their Uses (00:13:03)

9. Balancing Liability and Taxation (00:16:02)

10. Practical Tips for Real Estate Investors (00:18:52)

11. Navigating Refinancing with Bare Trusts (00:21:11)

12. Leveraging Bear Trust Agreements for Income Building (00:21:46)

13. Balancing Financing and Liability (00:22:40)

14. Visualizing Strategies and Investor Protection (00:23:04)

15. Life and Legacy Goals in Real Estate (00:25:58)

16. Cost Considerations in Structuring (00:27:27)

17. Holistic Approach to Structuring (00:27:48)

18. Financing Complexities in Residential vs. Commercial (00:29:56)

19. Pros and Cons of One Property per Corporation (00:31:00)

20. Final Thoughts and Contact Information (00:36:56)

72 episodes

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Setting Up The Right Entity For Protection & Tax Benefits

The Wisdom, Lifestyle, Money, Show

published 5M ago