『Unlock Your Passive Lifestyle』のカバーアート

Unlock Your Passive Lifestyle

Unlock Your Passive Lifestyle

著者： Tommy Thompson
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What if your investments paid for the lifestyle you actually want? Unlock Your Passive Lifestyle explores the tax strategies, real estate tools, and passive income plays — from 1031 exchanges to Delaware Statutory Trusts — that help accredited investors build wealth and buy back their time.Copyright 2026 Tommy Thompson マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
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  • Lessons Learned From 40+ Years in Real Estate Law

    Lessons Learned From 40+ Years in Real Estate Law
    2026/09/28
    Episode SummaryCommercial real estate attorneys John Metzger and Morgan Harris of McDonald Hopkins join Tommy Thompson and Justin Kiehne to explore the evolving South Florida real estate market through the perspective of a father-daughter legal team. John shares lessons from more than 40 years in commercial real estate law, while Morgan discusses building her own transactional practice with McDonald Hopkins in West Palm Beach, FL.The conversation covers complex development deals, property assemblages, financing, due diligence, and the continued transformation of South Florida. John and Morgan also discuss West Palm Beach's growing reputation as part of “Wall Street South,” the influx of private capital, family offices, financial firms, and sophisticated investors, and how that growth is influencing real estate activity across the region.They also explore common mistakes investors make before closing, how AI is changing legal work, why technology should remain a tool rather than a replacement for professional judgment, and how experienced advisors can help investors navigate increasingly complex transactions.Key TakeawaysEarly legal planning is critical for complex acquisitions, assemblages, and development projects.Successful deals require coordination among owners, attorneys, lenders, and other professionals.Strong offers involve more than price, including due diligence, contingencies, financing, and execution ability.South Florida continues to attract major private and institutional capital, strengthening West Palm Beach’s “Wall Street South” reputation.Experienced local teams add value through market knowledge and strong professional relationships.Transaction planning should begin before the LOI or contract.AI can improve legal efficiency, but professional judgment and review remain essential.Investor experience helps attorneys provide practical, business-focused advice.DSTs can provide a passive investment alternative for owners leaving active property management.Chapters00:00 Introduction to John Metzger and Morgan Harris01:22 John's 40+ years in commercial real estate law06:21 Morgan's path from art history to real estate law11:15 Practicing real estate law in West Palm Beach14:35 Why property assemblages are so difficult16:58 When to bring attorneys into a development deal19:01 Lending, distressed assets, and changing markets22:02 South Florida, Wall Street South, and a changing real estate market25:11 Why local relationships matter in development28:16 AI, property owners, and changing transactions34:21 The value of a multidisciplinary legal team37:26 Common mistakes before signing an LOI or contract39:15 Building a stronger real estate offer44:13 How AI is changing the legal profession51:49 How investor experience shapes legal advice58:16 Ideal clients and complex real estate projectsAbout the GuestsJohn MetzgerBoard-Certified Real Estate Attorney, McDonald HopkinsJohn has practiced commercial real estate law in South Florida for more than 40 years. His experience spans development, lending, distressed assets, expert witness engagements, and complex transactions. He also helped establish McDonald Hopkins' West Palm Beach office.Morgan HarrisReal Estate Attorney, McDonald HopkinsMorgan focuses on transactional real estate matters, including acquisitions, development projects, private lending, and complex deal structures. Her background includes litigation, an LL.M. in Real Property Development from the University of Miami, and experience practicing in Miami and West Palm Beach. She practices with McDonald Hopkins in West Palm Beach.KeywordsPrimarycommercial real estate • real estate law • South Florida real estate • West Palm Beach real estate • Wall Street South • real estate development • property assemblage • real estate investing • AI in law • commercial property • McDonald HopkinsSecondary & Long-TailWall Street South real estate • Palm Beach financial industry • South Florida private capital • family offices South Florida • West Palm Beach development • development deals • real estate due diligence • commercial lending • real estate financing • property acquisition • real estate contracts • DST investing • passive real estate investing • McDonald Hopkins real estateTagscommercial real estate, real estate law, South Florida, West Palm Beach, Wall Street South, Palm Beach, family offices, private capital, real estate investing, property development, commercial lending, AI, real estate attorney, DST investing, McDonald HopkinsDisclaimerThis episode is intended for educational purposes only and should not be considered financial, tax, legal, or investment advice. Always consult with your CPA, financial advisor, or qualified investment professional before making investment decisions.
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    1 時間 2 分
  • Investing Outside the Stock Market - Real Estate & Energy Diversify Your Portfolio

    Investing Outside the Stock Market - Real Estate & Energy Diversify Your Portfolio
    2026/08/17
    Episode SummaryLicensed Financial Representative Katie Rienas joins Tommy Thompson and Justin Kiehne to share how growing up in a commercial real estate family shaped her approach to investing, relationships, and wealth building. Drawing from firsthand experience managing a luxury motorcoach resort and working with high-net-worth investors, Katie explains why many successful property owners eventually seek passive investment strategies.The conversation explores 1031 exchanges, Delaware Statutory Trusts (DSTs), alternative investments, oil and gas tax strategies, Roth conversions, and the importance of building long-term relationships in commercial real estate. Whether you're an active real estate owner or simply looking to diversify your portfolio, this episode offers practical insights into creating passive income while preserving long-term wealth.Key TakeawaysRelationships are the foundation of long-term success in commercial real estate and wealth management.Growing up around commercial finance created an early understanding of investing, trust, and entrepreneurship.Sports develop leadership, discipline, teamwork, and delayed gratification, all of which translate directly into business success.Managing investment property is far more demanding than most people realize, making passive investing attractive for many owners.1031 exchanges allow investors to defer capital gains taxes while transitioning into professionally managed passive real estate.Alternative investments provide diversification outside the stock market while maintaining real estate exposure.Passive investments can reduce the stress of property management while continuing to generate income.Oil and gas investments may provide significant tax deductions for qualified high-income earners.Roth conversion strategies can help reduce future tax burdens and improve estate planning outcomes.Understanding an investor's goals, income needs, tax situation, and liquidity is essential before recommending any investment strategy.Chapters00:00 Introduction to Katie Rienas and alternative investing01:15 Growing up in a commercial real estate family04:00 Entrepreneurship, flexibility, and choosing the industry06:05 How sports shaped leadership and work ethic09:45 Behind the scenes of managing a luxury RV resort12:00 COVID's impact on the motorcoach industry15:45 Transitioning from active property ownership to passive investing17:15 Helping investors unlock wealth with 1031 exchanges24:20 Understanding alternative investments and accredited investors29:15 Matching investment strategies to investor goals32:20 Expanding into the Louisiana real estate market40:00 Oil & gas investing and tax planning strategies44:30 Roth conversions and reducing retirement taxes47:00 Why proactive tax planning matters52:45 Family, purpose, and building a lasting legacyAbout the GuestKatie RienasLicensed Financial RepresentativeKatie Rienas specializes in alternative investments, 1031 exchange strategies, Delaware Statutory Trusts (DSTs), and wealth preservation planning for accredited investors. Raised in a commercial real estate family, she combines firsthand experience managing a luxury motorcoach resort with years of helping clients diversify their portfolios through passive real estate, oil and gas investments, and tax-efficient strategies.KeywordsPrimaryalternative investments • passive investing • 1031 exchange • Delaware Statutory Trust • DST • commercial real estate • wealth management • passive income • accredited investors • oil and gas investingSecondary & Long-Tailcommercial real estate investing • luxury RV resort • passive real estate investing • real estate tax strategies • Roth conversions • oil and gas tax deductions • diversified investment portfolio • estate planning • high-net-worth investing • tax-efficient investing • real estate wealth building • Delaware Statutory Trust investingTagsalternative investments, passive income, commercial real estate, 1031 exchange, DST investing, accredited investors, wealth management, oil and gas investing, tax planning, estate planning, real estate investing, financial planningDisclaimerThis episode is intended for educational purposes only and should not be considered financial, tax, legal, or investment advice. Always consult with your CPA, financial advisor, or qualified investment professional before making investment decisions.
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    55 分
  • 100% Bonus Depreciation Is Back - Permanently. Here’s the Cost Seg Playbook for 2026

    100% Bonus Depreciation Is Back - Permanently. Here’s the Cost Seg Playbook for 2026
    2026/07/15
    Episode Summary

    Cost segregation expert Richmond Stacker (CEO, USA Cost Segregation) joins Tommy Thompson and Justin Kiehne to unpack the tax code’s most powerful real estate tool. This episode covers the cost segregation fundamentals, why the short-term rental “loophole” is a trap, the recapture arbitrage most investors miss, and how the One Big Beautiful Bill made 100% bonus depreciation permanent starting January 19, 2025.

    Key Takeaways

    • Cost seg = an engineering study that reclassifies building assets into 5-, 7-, and 15-year property, front-loading 30–40% of your basis into year-one deductions.

    • 100% bonus depreciation is BACK — and permanent — for property placed in service on or after January 19, 2025 under the OBBBA.

    • QIP expensing (HVAC, roof, flooring) sunsets Dec 31, 2029. That piece isn’t permanent — the clock is ticking.

    • Not for everyone. Skip cost seg on properties under ~$500K, on properties you’re about to sell, or when you already have losses.

    • The short-term rental “loophole” is a trap. 100-hour material participation, no property manager, no 7+ day stays — most investors don’t actually qualify.

    • Recapture is real, but so is the arbitrage. Offset income at 37%, recapture at 25%, and use a 1031 exchange to eliminate it entirely.

    • Bought property in 2022–2024 without doing cost seg? Not too late. A Form 3115 catch-up can convert taxes owed into a refund.

    • The math checks out. One client paid ~$7K more for a proper study and captured an additional $400K in tax savings.

    Chapters

    00:00 Intro — why cost seg is the most powerful tool you’re not using

    02:00 How to explain cost seg at a cocktail party

    04:00 Straight-line vs. accelerated — the $1M property math

    09:00 Who’s a good candidate (and who isn’t)

    19:00 The short-term rental trap

    28:30 Recapture, arbitrage, and the 1031 escape hatch

    33:00 Richmond’s origin story

    34:00 Why cost seg is tax code, not a loophole

    38:00 100% bonus depreciation and the One Big Beautiful Bill

    44:00 The January 19, 2025 line in the sand

    47:00 Form 3115 catch-up for 2022–2024 properties

    52:30 ROI: $7K spend, $400K in tax savings

    54:00 What’s next for the industry

    About the Guest

    Richmond Stacker

    Founder & CEO | USA Cost Segregation

    Richmond is Founder & CEO of USA Cost Segregation, a national engineering-led cost seg firm. A former mortgage broker who taught himself the tax code, he built his first proprietary cost seg software in 2019 and runs a team known for fast turnarounds and candid advisory — including telling clients when NOT to do a study.

    Contact: info@usacostsegregation.com | usacostsegregation.com

    KeywordsPrimary

    cost segregation • 100% bonus depreciation • One Big Beautiful Bill • OBBBA • real estate tax strategy • bonus depreciation permanent

    Secondary & Long-Tail

    Section 168(k) • depreciation recapture • 1031 exchange • real estate professional status • Form 3115 • short-term rental loophole • QIP expensing • accelerated depreciation • USA Cost Segregation • Richmond Stacker • cost seg for 2022–2024 acquisitions

    Tags

    real estate, passive income, tax strategy, cost segregation, bonus depreciation, real estate investing, commercial real estate, tax planning

    Disclaimer

    Educational purposes only — not tax, legal, or investment advice. Consult your CPA and a qualified cost segregation firm before initiating a study.
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