『CRE Deep Dive』のカバーアート

CRE Deep Dive

CRE Deep Dive

著者: Dennis Bamford
無料で聴く

CRE Deep Dive is a commercial real estate podcast focused on bridging the gap between self-directed retirement capital and real investment opportunities.

Hosted by Dennis Bamford, the show explores how investors, custodians, and advisors are using self-directed IRAs to access and fund commercial real estate deals. Each episode breaks down how capital actually flows: from 401k rollovers into SDIRAs, into real assets like apartment syndications and private placements.

Rather than surface-level education, the conversations focus on real execution: how deals are structured, how investors participate, what custodians require, and where people get stuck or make costly mistakes.

By connecting both sides of the equation, those who control capital and those who deploy it: CRE Deep Dive gives listeners a clear, practical path to putting retirement funds to work in commercial real estate.

This podcast is built for investors, advisors, and professionals who want more control over their capital and a smarter way to participate in real estate beyond traditional markets.

CRE Deep Dive connects self-directed retirement capital with real commercial real estate deals, showing investors how to actually put their money to work.

Copyright 2026 All rights reserved.
個人ファイナンス 経済学
エピソード
  • Trevor Thompson- From Indoor Skydiving to Syndications
    2026/07/22

    Trevor's LinkedIn

    https://www.linkedin.com/in/ktrevorthompson/

    Trevor's Email

    KTTProperties@gmail.com

    Massive Capital

    https://massive.capital/

    From iFLY VP to CRE Syndications: Trevor Thompson on Due Diligence, Sponsors & Buying in Today’s Market In this CRE Deep Dive episode, Trevor Thompson shares his path from attraction and indoor skydiving operations to commercial real estate investing, including helping open 90 iFLY locations and completing 48 syndications as both a limited and general partner. He explains what syndications are, how he overcame fears of single-family “toilets, tenants, and trash,” and lessons from his first passive deal, including the importance of property-level due diligence and COVID-era rent challenges. Trevor outlines how LPs can evaluate sponsors, spot unrealistic underwriting and return promises, and why education, transparency, and accessibility matter. He discusses recent acquisitions, including a Texas multifamily deal and a 32-bed assisted living project, plus how underwriting has shifted toward stable, fixed-rate debt and stronger risk controls. He emphasizes compounding, avoiding “get rich quick” expectations, and taking action to overcome analysis paralysis.

    00:00 Meet Trevor Thompson

    01:32 Real Estate Leap

    02:15 Syndications Explained

    03:19 Creative Deal Lessons

    04:32 First Investment Mistakes

    06:34 Choosing Great Sponsors

    08:39 Property Tours Value Add

    11:31 Deal Deck Red Flags

    13:35 When To Walk Away

    15:10 Buying In Todays Market

    16:18 Assisted Living Expansion

    17:05 Passion-Driven Operators

    17:40 Underwriting in High Rates

    19:04 Walking Away From Risk

    20:06 Honesty Builds Trust

    21:31 Setting Return Expectations

    23:33 Investor Community in Action

    25:11 Real Estate Is Rich Slow

    27:07 Impacting 100000 Lives

    29:39 Beating Analysis Paralysis

    30:58 First Steps With 50000

    32:01 How to Reach Trevor

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    33 分
  • How to use IRA LLC with Directed IRA to use IRA LLC with Directed IRA
    2026/07/15

    https://directedira.com/ IRA LLCs for Real Estate: Privacy, Prohibited Transactions, Depreciation, and UBTI/UDFI Explained

    Dennis interviews Lindsay Mersino on using IRA LLCs for real estate investing, clarifying that an LLC—especially a single-member LLC—doesn’t automatically create tax benefits. They cover why investors use IRA LLCs for privacy (investing under the LLC name), speed (checkbook control vs. custodian processing), and saving transaction fees for active investors. Lindsay explains fix-and-flip activity limits as a passive-versus-active issue, with a conservative safe zone of two to three flips per year. She outlines depreciation rules (generally irrelevant unless UBIT/UDFI applies), defines prohibited transactions (credit extension, certain asset classes, and disqualified parties), and describes structuring personal funds alongside IRA funds via an ab initio multi-member IRA LLC with fixed ownership percentages. Finally, she explains UBTI for operating businesses and UDFI for debt-financed deals, noting trust tax brackets and that UDFI often compares favorably to investing outside an IRA.

    00:00 How to use IRA LLC with Directed IRA

    01:27 Tax Benefits & IRA LLC Basics

    10:14 Prohibited Transactions

    12:49 Partnering Personal Funds with IRA

    17:59 UBTI & UDFI Explained

    Directed IRA website

    https://directedira.com/

    Odin Capital Group Website

    https://odincapgroup.com/odin-capital-group-home

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    22 分
  • How to get a Self-Directed IRA with Inspira Financial
    2026/07/08

    Self-Directed IRAs Explained: Rollovers, Fees, Real Estate Investing & Non-Recourse Loans (Inspira Financial)

    In this CRE Deep Dive episode, Dennis interviews Chris Barnett of Inspira Financial about how to open and fund a self-directed IRA and use it to invest in real estate and other alternatives while still having access to traditional public securities in the same account. Chris explains the three-step process (open the account, move funds via rollover or transfer, then invest), typical timelines, and Inspira’s flat annual fee structure, including a $100 discount for Oden Capital investors, per-asset pricing with a cap, and limited additional wire fees. They cover rolling over TSP funds, partial rollovers, annual contribution limits, how the IRA is vested as the buyer and pays expenses through a portal, non-recourse loan rules, and how UBIT/UDFI can apply to debt-financed profits. The conversation also compares standard custody to checkbook-control IRA LLCs and solo 401(k)s.

    00:00 How to get a Self-Directed IRA with Inspira Financial

    00:27 Introduction

    02:24 Opening an Account

    04:05 Fee Structure

    11:02 Buying Real Estate in an IRA

    15:09 Non-Recourse Loans & UBIT

    19:01 LLC & Solo 401k Options

    Insipra Financial website https://inspirafinancial.com/

    Chris Barnette

    Business Development Manager

    P: 630-348-8943

    chris.barnette@inspirafinancial.com

    ODIN CAPITAL GROUP WEBSITE

    https://odincapgroup.com/odin-capital-group-home

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    24 分
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