How to Use the Tax Advantages of Real Estate to Build Wealth (w/Christine Vento-Conway, CPA)[Ep.169]
The DOC PodcastShow Notes
In this episode, I sit down again with Christine Vento Conway, Senior Vice President at Inland Securities, to dig into the real estate side of building generational wealth. We pick up where we left off with her family, this time focusing specifically on how real estate's tax advantages (1031 exchanges, DSTs, depreciation, and Qualified Opportunity Zones) can help investors defer, reduce, and even eliminate capital gains taxes. Christine breaks down the numbers, walks through real timelines and rules, and we compare these strategies to REITs so you know exactly which tool fits your situation. Whether you're a seasoned real estate investor or just getting started, this conversation will give you a clear framework for thinking about real estate as a tax strategy, not just an asset class. TIMESTAMPS 0:00 – Introduction and catching up with Christine 3:59 – Christine's role at Inland Securities and her CPA background 10:59 – The four key benefits of real estate as an investment vehicle 14:02 – Duplex vs. institutional real estate: diversification and risk 18:57 – Breaking down the tax consequences of selling a property 36:36 – The 1031 exchange timeline: the 45-day and 180-day rules 37:28 – What a qualified intermediary does (and why you need one) 49:20 – The three phases of a DST investment 56:32 – How DST income and distributions are taxed 1:12:13 – DSTs vs. REITs: what's the difference? 1:15:24 – Qualified Opportunity Zones and the One Big Beautiful Bill Act 1:27:41 – Who qualifies: accredited investor requirements and minimums 1:29:17 – How to get in touch with Christine If this conversation gave you a new way of thinking about real estate, please don't keep it to yourself. Send this episode to your financial advisor or CPA, since many of them aren't familiar with DSTs. Pick up a copy of *The Generational Wealth Code* to go even deeper, and if you want to explore these strategies for your own portfolio, reach out to Christine directly at [email protected]. And if you enjoyed this episode, please subscribe, leave a review, and share it with someone who could benefit from a smarter approach to real estate and taxes. LINKS Purchase The Generational Wealth Code: https://a.co/d/0cye2Lqu Email Christine: [email protected] Call Christine: 917-410-7725 First Episode w/Vento Family: Second Episode w/John Vento Sr: Register for the In-person Early Treatment Comprehensive: https://www.earlyorthotreatment.com/ Join The DOC Community on Facebook for more great content and discussions: https://www.facebook.com/share/g/1Cb9rkQVde/ Check out the DOC CE Courses: https://theorthocoach.com/ce-courses/ Website: theorthocoach.com YouTube: @theorthocoach Email: [email protected] Instagram: @theorthocoach
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