CREI Partners

Real Estate Investments

Building Passive Income

Episode 6: Building Your Investment Team – Who You Need and Why

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Building Passive Income
Building Passive Income
Episode 6: Building Your Investment Team - Who You Need and Why
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Welcome to Building Passive Income with CREI Collin

Build your Financial Freedom Dream Team. Learn which experts you need, how to find a Real Estate CPA, and why your team is your best investment.

Episode Summary:

You can’t build wealth alone—and you shouldn’t try. In this episode, CREI Collin teams up with Tax Pro Tina to break down the four key players every passive real estate investor needs on their Financial Freedom Dream Team. Learn how to find a Real Estate CPA who specializes in syndications, why proactive tax planning beats reactive tax filing, and how the right team can save you tens of thousands of dollars in taxes every year.

Featured Guest: Tax Pro Tina – Real Estate Tax Strategist

What You’ll Learn:

  • Why most CPAs aren’t equipped to handle real estate syndications
  • The 3 key indicators to look for when interviewing a Real Estate CPA
  • The 4 members of your Financial Freedom Dream Team (and what each one does)
  • How a good Real Estate CPA can save you multiples of their fee in taxes
  • Real-world example: What happens when you don’t have the right CPA on your team

Key Timestamps:

  • 0:00 – Opening: Why You Can’t Build Wealth Alone (CREI Collin)
  • 1:45 – Meet Tax Pro Tina: Real Estate Tax Strategist
  • 3:20 – Where to Start: Finding Your Real Estate CPA
  • 5:30 – The 3 Key Indicators When Interviewing a CPA
  • 9:15 – Your Financial Freedom Dream Team (4 Key Players)
  • 11:45 – Real-World Example: Dr. Smith’s $50K Tax Mistake
  • 13:30 – Tina’s Final Advice: Treat Your Team Like an Asset
  • 14:45 – Collin’s Closing: Your Action Step

Resources Mentioned:

  • Episode 4: Using Real Estate to Reduce Your Tax Bill
  • Passive Investor Coaching: Schedule a Call

Keywords:

Real Estate CPA, tax strategist, Financial Freedom Dream Team, passive income team, cost segregation, passive loss carryforwards, syndication tax planning, fee-only financial advisor, estate planning attorney, high-income earners, real estate investing team

Disclaimer:

This episode is for educational purposes only and does not constitute tax, legal, or investment advice. Always consult with your licensed CPA, attorney, and financial advisor before making any investment or tax decisions.

Ready to Build Your Investment Team?

Schedule a free consultation with CREI Partners to discuss your passive income strategy and get connected with the right professionals for your portfolio.

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