The Fractional CFO Advantage: Maximizing Multifamily Real Estate Investments

11-16-2023

42 Minutes

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The Fractional CFO Advantage: Maximizing Multifamily Real Estate Investments

About this podcast

Welcome to another insightful episode! In this edition, we delve into the world of multifamily real estate investments and the invaluable role of a fractional CFO.

Join us as we welcome Brennan de Raad, Founder of Vessel Advisors, based in Irvine, CA.

Brennan shares his wealth of experience working with professional service firms and software companies, bringing strategic financial and operational plans to the table.

Connect with Nathan Loy: https://www.linkedin.com/in/nathanloy

Connect with Ravi Gupta: LinkedIn – https://www.linkedin.com/in/ravi-gupta-md-a23677107

Email – [email protected]

Key takeaways

The Role of a Fractional CFO:
- Learn about specific responsibilities and functions performed by a fractional CFO.
  Explore their contribution to financial planning and analysis.
Financial Strategy and Planning:
- Recognize how a fractional CFO can aid in developing a financial strategy for real estate investments.
  Emphasize the importance of clear investment objectives and risk management.
Cash Flow Management:
- Discover the critical role of a fractional CFO in managing cash flow for multifamily real estate investments.
  Gain insights into optimizing cash flow for maximizing returns.
Tax Planning and Optimization:
- Understand how a fractional CFO assists in navigating tax implications related to real estate investments.
  Explore strategies for tax planning and optimization.
Risk Management:
- Acknowledge risk factors in multifamily real estate investments.
  Learn how a fractional CFO assesses and mitigates risks through financial analysis and planning.

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