• Pillar6 Podcast

  • 著者: Roman Polnar
  • ポッドキャスト

Pillar6 Podcast

著者: Roman Polnar
  • サマリー

  • This is the Pillar6 Podcast. Where we talk about important topics around money, life, success and the balance of it all.
    Pillar6 Podcast (c) 2022
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あらすじ・解説

This is the Pillar6 Podcast. Where we talk about important topics around money, life, success and the balance of it all.
Pillar6 Podcast (c) 2022
エピソード
  • Investing in Multifamily Real Estate with David Saxe
    2024/12/19

    David Saxe is a Co-founder and Managing Principal at Calvera Partners, a real estate investment firm that finds, acquires, and optimizes multifamily properties in high-growth markets. Under his leadership, Calvera Partners has successfully grown from investing in seven-unit buildings to acquiring 300 unit apartment complexes in different markets. David's passion for real estate is influenced by his family's history, his academic background, and professional experience working with some of the largest real estate investment firms in the nation.

    In this episode…

    Building wealth through real estate may sound simple, but navigating constantly shifting markets, interest rates, housing trends and property features to build value and generate income requires professional insight. So what are some best practices and bright spots in real estate investing?

    According to David Saxe, a seasoned real estate investor, multifamily properties remain one of the most stable and rewarding asset classes despite economic challenges. He highlights the importance of capitalizing on supply and demand imbalances, identifying distressed investment opportunities, and investing in growth markets. By focusing on value-add properties and leveraging innovative financing strategies, David demonstrates how thoughtful execution can transform underperforming assets into consistent income-generating investments. And how building an investment fund can provide additional flexibility, leverage and ability to take advantage of opportunities in a competitive market.

    In this episode of the Pillar6 Podcast, Roman Polnar sits down with David Saxe, a Co-founder and Managing Principal at Calvera Partners, to discuss building wealth through multifamily investments. David shares his journey from small-scale Bay Area properties to managing large multifamily funds, explains why out-of-state markets present unique opportunities, and offers practical advice for individual and professional investors.

    Resources mentioned in this episode:
    • Roman M. Polnar on LinkedIn
    • Pillar6 Advisors
    • David Saxe on LinkedIn
    • Calvera Partners: Website | LinkedIn | Education
    • Fannie Mae
    • Freddie Mac
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    36 分
  • Avoiding Pitfalls of Business Entity Formation With Doug Bend
    2024/12/12

    Doug Bend is the Founder of Bend Law Group, PC, a boutique law firm based in San Francisco that advises startups, entrepreneurs, and small business owners on entity formation, entity maintenance and ongoing legal requirements. Providing tailored guidance, Doug’s team is integral in forming over 50 new entities each year. With years of experience helping businesses navigate the complexities of legal entity formation, liability protection, and ongoing business operations. Doug has been featured in numerous publications, including Forbes, Time, and The Washington Post.

    In this episode…

    Starting a business can be exciting, but choosing the proper legal structure and staying compliant can often feel like navigating an overwhelming maze. With many important considerations during the formation process and with various ongoing requirements, how do you ensure that your business is set up for success without being sidelined by unexpected issues?

    According to Doug Bend, a seasoned business attorney and an expert in small business legal matters, the key is to assess your business’ unique needs and long-term goals before selecting an entity type. He highlights the importance of understanding factors like liability protection, tax considerations, and ongoing compliance obligations, which can vary significantly by state, like California’s high state franchise tax. Doug also stresses that maintaining your legal entity — renewing licenses and adhering to filing deadlines — is crucial for liability protection and to avoid penalties. He warns that failing to address these steps can result in expensive errors and exposure to potential liability.

    In this episode of the Pillar6 Podcast, host Roman Polnar sits down with Doug Bend, Founder of Bend Law Group, PC, to discuss avoiding the pitfalls in business entity formation and compliance. Doug explains when and why to transition from a sole proprietorship to a formal entity, the impact of compliance requirements like the Corporate Transparency Act, and how to manage ongoing entity maintenance. Doug also shares actionable advice for effectively dissolving inactive entities to minimize costs.

    Resources mentioned in this episode:
    • Roman M. Polnar on LinkedIn
    • Pillar6 Advisors
    • Doug Bend: LinkedIn | X | Email
    • Bend Law Group, PC
    • ”Why Should I Work With An Experienced Business Attorney Instead of Using An Online Platform To Start My Business?” by Doug Bend
    • The Daily Dad
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    29 分
  • From Freshman Year to Acceptance Letters: A Roadmap to College Success With Bradley Solomon
    2024/11/26

    Bradley Solomon is an Independent Educational Consultant at Solomon College Advising, a San Francisco-based counseling service dedicated to guiding students and families through the college admissions process. Students work closely with Bradley on pre-college planning, including developing a college list, editing college essays, and completing applications. After a successful career as a trial attorney with the California Attorney General's Office, Bradley decided to focus on guiding families through the college application process. He graduated with honors from the UCLA College Counseling Certificate Program and interned at Sacred Heart Cathedral Preparatory High School and with private counselors at College Admission Coach.

    In this episode…

    The college admissions journey can be overwhelming, filled with questions about grades, extracurriculars, and essays. Families often wonder when it’s the right time to start planning and how students can position themselves for success. With acceptance rates shrinking and competition rising, how will students and parents navigate this high-stakes process without losing balance?

    According to Bradley Solomon, a seasoned college counselor with years of experience guiding families, the best time to start planning is the first day of high school. He highlights that every decision — from course selection to summer activities — can significantly impact a student's application acceptance. Critical strategies are building strong teacher relationships, taking on meaningful extracurriculars, and maintaining focus on a few key activities rather than overloading themselves. These choices, combined with early college visits, not only enhance applications but also inspire students to strive for their best while staying organized and focused.

    In this episode of the Pillar6 Podcast, Roman Polnar sits down with Bradley Solomon, Independent Educational Consultant at Solomon College Advising, to discuss how families can approach the college planning process with confidence. They explore practical advice for each high school year, strategies for creating a strong application, and the importance of a well-balanced college list. Bradley also shares tips for reducing stress, maintaining balance, and finding the best college fit for every student.

    Resources mentioned in this episode:
    • Roman M. Polnar on LinkedIn
    • Pillar6 Advisors
    • Bradley Solomon on LinkedIn
    • Solomon College Advising: Website | Free Consultation
    • College Confidential
    • The College Tour
    • Forbes America’s Top Colleges
    • College Kickstart
    • CollegePlannerPro
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    37 分

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