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October 3rd, 2024

179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere

  1. 179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere Aspen Funds 43:40

Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental ‘loophole,’ highlighting strategies for both active and passive investors to optimize tax efficiency.

This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠https://aspenfunds.us/⁠⁠  

Check out our latest offering in industrial real estate: ⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠  

Explore our Private Credit fund: ⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠ 

Get in touch: ⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠ 

Download our FREE 2024 Economic Forecast: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠

Follow Aspen Funds

LinkedIn: ⁠⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠ ⁠⁠

Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠ 

Facebook: ⁠⁠https://www.facebook.com/aspenfunds/⁠ ⁠

Connect with Ben Fraser ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠ 

Connect with Mark Miller https://www.linkedin.com/in/ryancarriere/

Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries.

Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.

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