Overlooked Considerations for Private Equity Investors – E892 – TT

In this Topical Tuesday episode, I spoke with James Bohan who is a versatile real estate professional, CPA, and entrepreneur, managing over $20MM of real estate through his firm, Stonehan, and offering accounting, tax, and CFO solutions to real estate businesses. With 15+ years of experience, he excels in analyzing real estate transactions, tax structuring, and creative financing. Previously, as CFO of Mosaic Real Estate Investors, he oversaw financial matters for the firm’s first ~$1B in loan commitments and grew the investor base to over 1,400.

Be sure to tune in if you’re interested in learning about:

  • The nuances to pay attention to in private equity calculations, including preferred returns and interest rates

  • The importance of secure accounting, reporting, and IT systems, with best practices for preventing fraud and ensuring smooth investment processes.

  • The benefits of modular construction technology, including speed and efficiency, and its potential growth in the U.S. real estate market.

To your success,

Tyler Lyons

Resources mentioned in the episode:

  1. James Bohan

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