Dec 11, 2024
Nick Stageberg is a tech veteran turned real estate mogul. With 15+ years in software and a knack for spotting opportunities, Nick built a multi-million dollar portfolio from scratch. As a licensed agent, he merges tech savvy with real estate expertise, advocating for...
Dec 7, 2024
James Nelson is the Principal and Head of Avison Young’s Tri-State Investment Sales group, leading a team of three dozen professionals in selling multi-family, office, development, and retail properties. With over $2.5 billion in sales since 2018, James has been...
Dec 3, 2024
Phil Weiss, founder of Apprise Wealth Management, boasting 30+ years in finance. A CFA, CPA, and RLP®, Phil prioritizes long-term value in investment. His RIA firm focuses on empowering women through tailored financial services. Based in Maryland, Phil enjoys family...
Nov 29, 2024
Tony Saliba, a pioneering figure in financial markets for over three decades. Founder of LiquidPoint in 1999, which later became a part of Bank of New York ConvergEX, Tony has consistently driven innovation. His latest venture, Matrix Executions, established in 2018,...
Nov 25, 2024
Christopher Larsen is the founder and Principal of Next-Level Income, leveraging over 18 years in the medical device industry to help others achieve financial independence through education and investment opportunities. With 20+ years of experience in real estate, he...
Nov 21, 2024
Neal Bawa, CEO/Founder of UGro and Grocapitus, leverages cutting-edge real estate analytics to acquire or construct large commercial properties across the U.S. for 900+ investors. With a portfolio of 4,800+ units valued at over $1 billion, Neal champions data-driven...
Deferred Sales Trust Company > Capital Gains Tax Solutions Podcast > Page 33
