Uncluttered Mind MD
Beyond the Cash-on-Cash Calculator
In this webinar, we explore a more nuanced approach to evaluating investment opportunities, especially for seasoned investors and high-net-worth individuals. While the traditional cash-on-cash return metric is useful for measuring near-term cash flow, it often overlooks the long-term value of properties with strong appreciation potential. This session will unpack how to strategically leverage assets that may not perform on paper today but are positioned to create generational wealth through equity growth, tax advantages, and portfolio diversification. We’ll share real-world examples and frameworks that go beyond monthly income, helping you recognize when an opportunity is worth holding—even if the cash-on-cash numbers say otherwise.
Pandemics and Fires and Zoning, Oh my! 5 Lessons Learned in Maui STR
In this webinar, we share our journey of owning and managing short-term rental condos in Maui. We dive into the unique challenges of financing condotels, the value of community-driven HOAs, and how they optimized our properties through strategic renovations and dynamic pricing. We also discuss the importance of emergency planning and resilience in the face of natural disasters and ongoing zoning uncertainty. Throughout, we reflect on the core “why” behind our investment—creating a legacy for our family—and how that purpose continues to guide our decisions in a shifting real estate landscape.
Commercial Real Estate: The Golden Parachute of Private Practice, Owning Your Own Real Estate
In this webinar, we draw on 14 years of commercial real estate investing experience to share why owning your practice space can be one of the most powerful wealth-building strategies for healthcare professionals. From overcoming early doubts (even when CPAs advised against it) to structuring smart partnerships and maximizing tax advantages, we walk through real examples and lessons learned. You’ll gain insight into how to turn rent into equity, avoid common pitfalls in leases and tenant improvements, and build long-term financial resilience. Whether you're looking to buy your first building or scale your portfolio, this session offers practical guidance and hard-earned wisdom tailored to physicians and healthcare entrepreneurs.
.jpg/:/rs=w:1209,h:909,cg:true,m/cr=w:1209,h:909)
Leveraging Tax Advantages of Real Estate Investing
In this webinar, we break down how high-earning professionals can legally reduce their biggest lifetime expense—taxes. From real estate strategies like depreciation and cost segregation to understanding Real Estate Professional Status (REPS), this webinar empowers you to shift from tax preparation to tax strategy. It’s not just about making money—it’s about keeping it.
Generational Wealth: The Lessons I Learned from My Parent’s Real Estate Journey
In this webinar, we redefined what it truly means to create generational wealth. It’s not just about financial assets—it’s about the values, mindset, and conversations we pass down. From modeling money habits for our kids to using real estate as a strategic tool, this session explored how to build a lasting legacy with intention, not just income.