The Mark Perlberg CPA Podcast

EP 033 - Tax & Wealth Advantages of Alternative Real Estate w/ Jeremiah Boucher & Chris Warfield

July 26, 2023 Mark Season 1 Episode 32
The Mark Perlberg CPA Podcast
EP 033 - Tax & Wealth Advantages of Alternative Real Estate w/ Jeremiah Boucher & Chris Warfield
Show Notes

I had an amazing conversation with Jeremiah Boucher of @patriotholdings with his CFO, Chris Warfield, discussing his journey through alternative commercial investing, then breaking down the numbers and tax impact of investing in alternative commercial real estate. Listen as we discuss how he started from scratch and built a portfolio of $350 Million in Assets under management as documented in his book Finding Your Edge. 

Have you considered investing in alternative commercial assets such as self-storage, industrial property or mobile home parks? These are all growing investments that can provide great returns. And you may also see significant tax savings to provide for cash flow, grow your wealth and possibly reduce your taxes! You can also invest passively in syndications such as Patriot Holdings where you'll hand off the management responsibilities to the general partners while taking your share of the profits and write-offs.

About Jeremiah:

Jeremiah Boucher is a value investor and the founder of Patriot Holdings LLC, and has specialized in the acquisition and development of alternative commercial real estate assets over the last 20 years. Coming from humble beginnings, growing up in Las Vegas and spending his summers working for his father’s paving company in New Hampshire, Jeremiah learned the real estate business from the ground up.

‍He has spent his entire career in the real estate business, first by quitting college at the age of 20 and diving into the industry as a real estate agent and single-family residential investor. He pivoted into manufactured housing parks and helped build one of the largest manufactured housing funds in the country. Eventually he separated his assets from the fund and created his own private equity and real estate management and development company, Patriot Holdings. 

Visit Patriot Holdings to learn more at:https://www.patriotholdings.com/