Tax Smart Real Estate Investors Podcast
Hall CPA
The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners.
Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode.
Hall CPA, PLLC is a CPA firm that exclusively serves real estate investors and real estate business owners. We work with syndicators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.
Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information.
Enjoy!
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor
Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode.
Hall CPA, PLLC is a CPA firm that exclusively serves real estate investors and real estate business owners. We work with syndicators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.
Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information.
Enjoy!
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor
Episodes
Mentioned books
Mar 27, 2026 • 40min
MLRE: How He Built a $1B Multifamily Portfolio (Without Third-Party Managers) with Rob Beardsley
Rob Beardsley, founder and CEO of LSCRE, a vertically integrated multifamily owner-operator with nearly $1B in Texas assets. He discusses scaling operations and in-house management, why vertical integration demands strong people and timing, the role of AI in operations versus underwriting, underwriting pitfalls and stress testing, building investor trust, tax benefits including depreciation and 1031 structures.
17 snips
Mar 24, 2026 • 35min
370. Two Major Housing Changes Investors Need to Know: Senate Housing Bill + FinCEN Reporting
Two sweeping housing changes affecting how investors buy, hold, and scale residential properties. A Senate bill introducing a 350-home ownership threshold, affiliation tests, carve-outs, and forced-sale timelines. A new FinCEN reporting rule requiring beneficial ownership disclosures at closings and extra documentation. Practical impacts include penalties, compliance steps, and shifts toward new construction or build-to-rent strategies.
10 snips
Mar 20, 2026 • 26min
MLRE: Flying Private: What Syndicators Should Know About Deducting a Jet
They unpack how bonus depreciation and five-year property classification drive big write-offs. They outline common ownership and leasing setups and why passive activity rules and material participation matter. They warn about IRS scrutiny and the need for strict documentation. They review tax court cases that trip up investors and which ownership structures can actually work.
Mar 17, 2026 • 46min
369. 5 Non-Negotiables for Airbnbs in 2026 with Taylor Jones
Taylor Jones, founder of STR Search and experienced short-term rental operator, shares five must-haves for profitable Airbnbs in 2026. He covers STR-focused photography and backyard/night lighting. He explains why professional revenue management matters and why one-bedroom couples getaways can out-earn larger homes. He also highlights niche design, premium amenities, and the value of larger group homes with pools.
11 snips
Mar 13, 2026 • 26min
MLRE: K-1 Season Explained: Depreciation, Capital Accounts, and Passive Losses
A clear walkthrough of depreciation and cost segregation in real estate partnerships. Explanations of passive loss rules and when losses can be used. How capital accounts, outside basis, and allocations determine whether K-1 losses are usable. Practical tips on structuring allocations, real estate professional status, and tax review of partnership documents.
Mar 11, 2026 • 38min
368. Does Buy, Borrow, Die Still Work? Breaking Down Robuilt’s Strategy
They react to Robuilt’s take on the buy, borrow, die strategy and the short-term rental loophole. They unpack leverage, cash-out refinances, and using equity instead of selling assets. They cover step-up in basis, bonus depreciation, and cost segregation. They explain material participation rules, limits like excess business loss caps, and practical partnership considerations.
Mar 5, 2026 • 46min
MLRE: How to Survive the 2026 Real Estate Cycle: AI & Capital Raising Strategies
Victor Menasce, tech executive turned real estate developer and author of Magnetic Capital, shares sharp perspectives on development, capital raising, and practical AI in real estate. He discusses market bifurcation, lender tactics and fundraising pitfalls. He frames real estate as product design and outlines AI use cases and risks for operators and investors.
Mar 3, 2026 • 27min
367. The Short-Term Rental ‘Loophole’ That Didn’t Work for This $25M Business
A $25M dealership’s tax strategy is unpacked through a real-world case study. They probe short-term rental rules, day-counts, and material participation pitfalls. The conversation covers structuring Propco/Opco, timing of elections, and missed bonus depreciation opportunities. Actionable corrective priorities and advisor selection are highlighted.
Feb 26, 2026 • 27min
MLRE: The Syndication Mistakes I'd Never Make Again (An Investor Deep Dive)
Thomas Castelli, Partner at Hall CPA and former syndicator and multifamily investor, shares firsthand tales from closing deals, weathering hurricane due diligence, and exiting during COVID. He talks about capital raising mistakes, the importance of investor relationships, underwriting and submarket analysis, insurance risks in hurricane zones, and how a failed fund shaped his approach to syndications.
Feb 24, 2026 • 27min
366. AI vs. The IRS: What Every Investor Must Learn from This Tax Court Case
A Tax Court case unravels after DIY returns trigger an IRS reconstruction from bank deposits and 1099s. The defense leaned on AI-generated, fabricated case citations that destroyed credibility. Missing closing statements lead to disallowed depreciation on rentals. The conversation highlights why precise bookkeeping, solid documentation, and qualified tax help matter for real estate investors.
