How Tax Efficiency Built a $750M Real Estate Success with Omar Khan
November 21, 2024
Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling transactions ranging from $10 million to $100 million.
In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Omar Khan, Founder and Managing Partner of Boardwalk Wealth, a private equity firm based in Dallas, Texas, connecting international investors with US-based multifamily real estate opportunities. Omar discusses the importance of relationships, strategic asset selection, and leveraging opportunity zones for tax benefits. He also dives into his team's evolution, adapting to market cycles in real estate investment, and the role of technology in enhancing operational efficiency.
Let’s dive in.
Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling transactions ranging from $10 million to $100 million.
In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Omar Khan, Founder and Managing Partner of Boardwalk Wealth, a private equity firm based in Dallas, Texas, connecting international investors with US-based multifamily real estate opportunities. Omar discusses the importance of relationships, strategic asset selection, and leveraging opportunity zones for tax benefits. He also dives into his team's evolution, adapting to market cycles in real estate investment, and the role of technology in enhancing operational efficiency.
With over a decade of experience in real estate and commodities investing, Omar has guided capital financing and M&A deals worth around $3.7 billion. Under his leadership, Boardwalk Wealth has successfully managed more than $750 million in multifamily real estate transactions. Omar is the exclusive advisor for high net-worth families and international entrepreneurs on their US-based real estate portfolio allocations.
Episode Topic and Highlights:
In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Omar Khan, Founder and Managing Partner of Boardwalk Wealth, a private equity firm based in Dallas, Texas, connecting international investors with US-based multifamily real estate opportunities. Omar discusses the importance of relationships, strategic asset selection, and leveraging opportunity zones for tax benefits. He also dives into his team's evolution, adapting to market cycles in real estate investment, and the role of technology in enhancing operational efficiency.
With over a decade of experience in real estate and commodities investing, Omar has guided capital financing and M&A deals worth around $3.7 billion. Under his leadership, Boardwalk Wealth has successfully managed more than $750 million in multifamily real estate transactions. Omar is the exclusive advisor for high net-worth families and international entrepreneurs on their US-based real estate portfolio allocations.
Episode Topic and Highlights:
- 01:11 - How Omar Turned Tax Efficiency into $750M Success
- 12:07 - Tax Efficiency, Opportunity Zones, and Real Estate Mastery
- 16:05 - How Opportunity Zone Can Make Your Gains Completely Tax-Free
- 20:04 - The Real Estate Hack That Saves Millions
- 34:14 - Why Omar Sticks to Suburban Markets
- 35:33 - The Soft Takeover Strategy to Maximize Real Estate Gains
- 41:44 - The Hard Truth About Fundraising
- 45:06 - Why Real Estate Needs to Catch Up with AI
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