Episode 102: Why Founders are Ditching Private Equity

The commercial real estate landscape is shifting dramatically. With $957 billion in commercial mortgages maturing in 2025 and multifamily properties facing unprecedented pressure from rising interest rates, expanding cap rates, and declining NOI, sophisticated business owners need to understand both the risks and emerging opportunities.

In this episode, Jim and Bryce break down the converging forces creating distress in multifamily investments and explore why ESOPs are gaining traction as an alternative exit strategy for entrepreneurs who want to maintain control while rewarding their teams.

They also cover key changes from the One Big Beautiful Tax Bill (OB3), including enhanced Qualified Opportunity Zones with rural benefits, expanded 163(J) interest deduction limits, Schedule A modifications affecting charitable giving and SALT deductions, and the permanent excess business loss limitations under Section 461.

Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies

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DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances.

The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms.

Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

#multifamilyrealestate #esop #wealthmanagement #dewwealth #makerichreal

Видео Episode 102: Why Founders are Ditching Private Equity канала Dew Wealth Management