Tax Advantages: Real Estate vs Notes

CPA and investor Matthew breaks down the smartest strategies in today’s evolving note market. From high-yield interest rate arbitrage to legally-structured wrap notes, Matthew shares insider methods to defer taxes, avoid legal disaster, and multiply your cash flow with compounding reinvestments. He also highlights major risks with non-disclosure, judicial states, and usury law violations — while pointing to opportunities in crypto, AI, and alternative assets. Whether you’re a note broker, note investor, or just entering seller financing, this is a masterclass you can’t afford to miss.

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[00:00:00 ] Show Intro and Guest Update

[00:04:12 ] Youth Entrepreneurship and Business Camp

[00:07:23 ] Note Market Shift and Supply Surge

[00:10:04 ] Why Experienced Investors Turn to Notes

[00:13:06 ] Interest Rate Arbitrage Demystified

[00:16:30 ] Using Notes to Defer Taxes

[00:19:42 ] Smart Depreciation and Cost Segregation

[00:23:33 ] The Augusta Rule and Tax Tricks

[00:27:15 ] When to Sell vs. Create a Note

[00:30:02 ] Risks in Seller Financing Structures

[00:33:45 ] Real Estate vs. Notes: Headaches Compared

[00:37:18 ] Wrap Notes and Regulatory Crackdowns

[00:40:57 ] Hidden Dangers in Non-Disclosure

[00:44:01 ] Why Legal Paperwork Can Save You

[00:47:03 ] Reinvesting Note Payments for Compounding

[00:49:15 ] AI, Job Loss, and Real Estate Impact

[00:51:31 ] Crypto, CBDCs, and Market Disruption

[00:54:31 ] Episode Wrap-Up and Takeaways