Tampa Real Estate Investors

Hi, I'm Sam Kasimalla, a licensed Realtor with LPT Realty from Tampa, Florida.

## What to Expect in This Meeting

• Sam will walk through his curated list of investment properties and his analysis of those properties for investors, sent out once a week

## About Sam (What Value Does He Bring to the Table?)

Real estate experience

• Analyzed thousands of real estate deals
• Looked at hundreds of properties & contracts, and closed dozens of them
• Uses big data systems, n8n workflows, machine learning, and AI to analyze deals
• Previously ran a real estate flipping business

Portfolio & network

• His LLCs and affiliated trusts own condos, multifamily properties, and land, using strategies including land banking, forced appreciation, rezoning, and entitlements
• Runs a highly curated WhatsApp group of high-quality investors
• Maintains a network of affordable, high-quality, investor-friendly contractors, handymen, HVAC technicians, roofers, painters, plumbers, and others

Continued education

• Studies the teachings of many major real estate gurus, including Grant Cardone, Brandon Turner, Ryan Serhant, Pace Morby, Ken McElroy, David Greene, Ryan Pineda, Robert Kiyosaki, Ben Mallah, and Avery Carl
• Has also studied the teachings of popular personal finance gurus such as Dave Ramsey, Ramit Sethi, Vivian Tu, and Caleb Hammer
• Note: he's not affiliated with any of the individuals mentioned above

Tax strategy

• Not a CPA nor tax professional, but studies the tax code and collaborates with a local CPA to help high-income W-2 earners understand various real estate-related tax strategies, including:
• The Augusta Rule
• W-2 short-term rental (STR) tax planning / the "STR loophole"
• Cost segregation
• Bonus depreciation
• Real Estate Professional Status (REPS)
• 1031 exchanges (including into Delaware Statutory Trusts)
• The QBI deduction
• Opportunity Zones
• Self-directed IRA / Solo 401(k) real estate investing
• Seller financing & installment sales (Section 453)
• Land vs. improvement value allocation for depreciation
• Depreciation recapture planning
• Passive loss strategies through real estate syndications
• HELOC / cash-out refinance strategies for tax-free access to equity
• Estate planning & step-up in basis for long-term holdings
• Disclaimer: Sam is not a licensed CPA or tax attorney. These strategies are shared for educational purposes only — always consult a qualified CPA or tax professional before making tax-related decisions.

Background

Hi, I'm Sam Kasimalla, a licensed Realtor with LPT Realty from Tampa, Florida.

## What to Expect in This Meeting

• Sam will walk through his curated list of investment properties and his analysis of those properties for investors, sent out once a week

## About Sam (What Value Does He Bring to the Table?)

Real estate experience

• Analyzed thousands of real estate deals
• Looked at hundreds of properties & contracts, and closed dozens of them
• Uses big data systems, n8n workflows, machine learning, and AI to analyze deals
• Previously ran a real estate flipping business

Portfolio & network

• His LLCs and affiliated trusts own condos, multifamily properties, and land, using strategies including land banking, forced appreciation, rezoning, and entitlements
• Runs a highly curated WhatsApp group of high-quality investors
• Maintains a network of affordable, high-quality, investor-friendly contractors, handymen, HVAC technicians, roofers, painters, plumbers, and others

Continued education

• Studies the teachings of many major real estate gurus, including Grant Cardone, Brandon Turner, Ryan Serhant, Pace Morby, Ken McElroy, David Greene, Ryan Pineda, Robert Kiyosaki, Ben Mallah, and Avery Carl
• Has also studied the teachings of popular personal finance gurus such as Dave Ramsey, Ramit Sethi, Vivian Tu, and Caleb Hammer
• Note: he's not affiliated with any of the individuals mentioned above

Tax strategy

• Not a CPA nor tax professional, but studies the tax code and collaborates with a local CPA to help high-income W-2 earners understand various real estate-related tax strategies, including:
• The Augusta Rule
• W-2 short-term rental (STR) tax planning / the "STR loophole"
• Cost segregation
• Bonus depreciation
• Real Estate Professional Status (REPS)
• 1031 exchanges (including into Delaware Statutory Trusts)
• The QBI deduction
• Opportunity Zones
• Self-directed IRA / Solo 401(k) real estate investing
• Seller financing & installment sales (Section 453)
• Land vs. improvement value allocation for depreciation
• Depreciation recapture planning
• Passive loss strategies through real estate syndications
• HELOC / cash-out refinance strategies for tax-free access to equity
• Estate planning & step-up in basis for long-term holdings
• Disclaimer: Sam is not a licensed CPA or tax attorney. These strategies are shared for educational purposes only — always consult a qualified CPA or tax professional before making tax-related decisions.

Background

Hi, I'm Sam Kasimalla, a licensed Realtor with LPT Realty from Tampa, Florida.

## What to Expect in This Meeting

• Sam will walk through his curated list of investment properties and his analysis of those properties for investors, sent out once a week

## About Sam (What Value Does He Bring to the Table?)

Real estate experience

• Analyzed thousands of real estate deals
• Looked at hundreds of properties & contracts, and closed dozens of them
• Uses big data systems, n8n workflows, machine learning, and AI to analyze deals
• Previously ran a real estate flipping business

Portfolio & network

• His LLCs and affiliated trusts own condos, multifamily properties, and land, using strategies including land banking, forced appreciation, rezoning, and entitlements
• Runs a highly curated WhatsApp group of high-quality investors
• Maintains a network of affordable, high-quality, investor-friendly contractors, handymen, HVAC technicians, roofers, painters, plumbers, and others

Continued education

• Studies the teachings of many major real estate gurus, including Grant Cardone, Brandon Turner, Ryan Serhant, Pace Morby, Ken McElroy, David Greene, Ryan Pineda, Robert Kiyosaki, Ben Mallah, and Avery Carl
• Has also studied the teachings of popular personal finance gurus such as Dave Ramsey, Ramit Sethi, Vivian Tu, and Caleb Hammer
• Note: he's not affiliated with any of the individuals mentioned above

Tax strategy

• Not a CPA nor tax professional, but studies the tax code and collaborates with a local CPA to help high-income W-2 earners understand various real estate-related tax strategies, including:
• The Augusta Rule
• W-2 short-term rental (STR) tax planning / the "STR loophole"
• Cost segregation
• Bonus depreciation
• Real Estate Professional Status (REPS)
• 1031 exchanges (including into Delaware Statutory Trusts)
• The QBI deduction
• Opportunity Zones
• Self-directed IRA / Solo 401(k) real estate investing
• Seller financing & installment sales (Section 453)
• Land vs. improvement value allocation for depreciation
• Depreciation recapture planning
• Passive loss strategies through real estate syndications
• HELOC / cash-out refinance strategies for tax-free access to equity
• Estate planning & step-up in basis for long-term holdings
• Disclaimer: Sam is not a licensed CPA or tax attorney. These strategies are shared for educational purposes only — always consult a qualified CPA or tax professional before making tax-related decisions.

Background

Hi, I'm Sam Kasimalla, a licensed Realtor with LPT Realty from Tampa, Florida.

## What to Expect in This Meeting

• Sam will walk through his curated list of investment properties and his analysis of those properties for investors, sent out once a week

## About Sam (What Value Does He Bring to the Table?)

Real estate experience

• Analyzed thousands of real estate deals
• Looked at hundreds of properties & contracts, and closed dozens of them
• Uses big data systems, n8n workflows, machine learning, and AI to analyze deals
• Previously ran a real estate flipping business

Portfolio & network

• His LLCs and affiliated trusts own condos, multifamily properties, and land, using strategies including land banking, forced appreciation, rezoning, and entitlements
• Runs a highly curated WhatsApp group of high-quality investors
• Maintains a network of affordable, high-quality, investor-friendly contractors, handymen, HVAC technicians, roofers, painters, plumbers, and others

Continued education

• Studies the teachings of many major real estate gurus, including Grant Cardone, Brandon Turner, Ryan Serhant, Pace Morby, Ken McElroy, David Greene, Ryan Pineda, Robert Kiyosaki, Ben Mallah, and Avery Carl
• Has also studied the teachings of popular personal finance gurus such as Dave Ramsey, Ramit Sethi, Vivian Tu, and Caleb Hammer
• Note: he's not affiliated with any of the individuals mentioned above

Tax strategy

• Not a CPA nor tax professional, but studies the tax code and collaborates with a local CPA to help high-income W-2 earners understand various real estate-related tax strategies, including:
• The Augusta Rule
• W-2 short-term rental (STR) tax planning / the "STR loophole"
• Cost segregation
• Bonus depreciation
• Real Estate Professional Status (REPS)
• 1031 exchanges (including into Delaware Statutory Trusts)
• The QBI deduction
• Opportunity Zones
• Self-directed IRA / Solo 401(k) real estate investing
• Seller financing & installment sales (Section 453)
• Land vs. improvement value allocation for depreciation
• Depreciation recapture planning
• Passive loss strategies through real estate syndications
• HELOC / cash-out refinance strategies for tax-free access to equity
• Estate planning & step-up in basis for long-term holdings
• Disclaimer: Sam is not a licensed CPA or tax attorney. These strategies are shared for educational purposes only — always consult a qualified CPA or tax professional before making tax-related decisions.

Background