Key Takeaways: Practicing daily underwriting significantly improves deal analysis skills, and many viable deals can be found in common online marketplaces. Tyler advised against purchasing a specific industrial condo deal due to unfavorable returns and risks, stressing the importance of careful deal evaluation. For small family offices, use a holding company or trust with separate LLCs for each asset to maximize asset protection and management. Work with a specialized real estate CPA for optimized tax planning and execute 1031 exchanges by preparing ahead of asset sales. Allocate portfolios with a mix of stabilized assets, value-add properties, and selective higher-risk investments according to the family’s desired involvement and goals.
