Pivotal Real Estate Investments

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Pivotal Real Estate Investments Making a difference for investors and communities!

11/03/2026

Gita Faust is an accountant who loves a challenge. In fact, she loves real estate and cleaning up financial messes. That's a rare combination!

Gita helps investors understand where their money is, where it should go, and how to organize their finances and business operations to support their goals.

Why real estate? Because real estate investors think differently. They look for ways to diversify income, grow wealth, and build equity.

Sometimes, growing your investments starts with getting your financial house in order.

Hear more from Gita in the full Pivotal REI Podcast episode. Full episode link in the comments.

10/27/2026

Sometimes the opportunity is right in front of us. We just need someone to help us see it.

After more than 40 years in real estate, you might think I would have explored just about every opportunity the industry has to offer, but it took attending the Commercial & Multifamily meetings at CFRI led by Phil Georges to open my eyes to something I had overlooked: how accessible investing in commercial real estate through syndications could be.

Phil is something of a legend here in Central Florida. Over his investing career, he has influenced countless people, including me. That's the reason I invited him back for a second appearance on the Pivotal REI Podcast. He was already nominated a Pivotal Person, but he is also a Local Legend, so this time he is recognized for both.

One of Phil's most valuable lessons is one of the simplest: You do not have to know everything or have everything prepared before you get started.

Too often, we spend our time over-preparing. We build websites, order business cards, attend seminars, and convince ourselves we need to learn just a little more before taking that first step.

Preparation is important, but at some point, we have to take action.

Phil reminds us that some of our greatest lessons come from actually doing something, making mistakes, learning from them, and moving forward.

And here is what I love about that message: *It does not matter whether you are 25 or 65, just starting out or decades into your career. There is always something new to learn and another opportunity to pursue.*

I am certainly proof of that!

If you have been thinking about starting a business, making an investment, or pursuing something you have always wanted to do, maybe this is your reminder to take that first step.

Listen to my latest conversation with Phil Georges on the Pivotal REI Podcast. The full episode link is in the comments.

*What opportunity have you been thinking about pursuing but have not quite taken that first step?*

10/20/2026

Best takeaway: Get to know the tax code says Byron Elliott, SEC attorney, developer, historic building restoration expert, investor. Real estate investing offers more than just potential income. Understanding the tax code can open the door to benefits many investors overlook.

On the Pivotal REI Podcast, Byron talked about the importance of looking beyond federal tax incentives and considering opportunities at the state and local levels, too. You could be leaving money on the table if you don't look into these.

Examples are historic tax credits, opportunity zones, and other incentives may affect a project's overall returns. The key is knowing what to look for and evaluating these opportunities before moving forward or walking away.

Watch the full episode with Byron to hear more.

10/06/2026

“Did we spend the dollars?” is one question. “Did we spend it wisely?” is a much better one.

Jim Buck, CPA, shared how that mindset shaped his move from accounting into real estate and continues to guide how he looks at opportunities.

Right now, his focus is the St. Pete ballpark area, Hyde Park, where major changes are still a few years out. His point is simple: waiting until everything is happening may mean missing the opportunity that was there before the excitement arrived.

That’s a valuable perspective when you’re looking at where the next opportunity could be as a CPA--

Full episode link in the comments.

09/29/2026

Beth Azor, The Canvassing Queen, shared this takeaway for listeners: if you want to get into commercial real estate, create your buy box first.

The asset class you are looking for, the type of property that fits your strategy (need cash, tax write-offs, etc.), the locations, price range, returns, and other criteria matter greatly.

Beth went on to say that a clear buy box helps you stay focused instead of chasing every opportunity that comes across your desk. It gives you a framework for knowing what fits and what doesn’t.

Beth also shared her mission to encourage more women to participate in commercial real estate investing, which is an important conversation in our industry.

There’s much more in the conversation with Beth on the Pivotal REI Podcast. Full episode link is in the comments.

If you were creating your own real estate buy box today, what’s the one criterion you wouldn’t compromise on?

09/22/2026

Does it feel like your investments are spread out too many places? If you are diversifying like is recommended, you may feel that way. Avestor's Customizable Fund helps resolve that for investors, fund managers, and syndicators. It provides a centralized hub where we can gain efficiencies together.

The Fund can offer multiple investment types in one place, under one sponsor or Fund Manager on one platform. Most investors are thrilled to get one K-1 for multiple investments. For the fund manager, it makes it faster and easier to bring offerings to investors. Stay tuned. Pivotal Investment Fund has been launched and looks to help investors diversify, build wealth and income, and gain tax benefits while improving communities.

Full episode link is in the comments.

This interview with Sanjay Vora explains more about the platform and funds Sanjay was instrumental creating and why he got the Pivotal Person Award.

09/15/2026

If nothing else, open a Roth IRA and keep putting money in it, even if it is a dollar. That is Adam Bergman's takeaway from today's podcast. He is a 25-year investment veteran of Wall Street and Self-directed IRA's as well as a tax attorney. He is also the Founder of IRA Financial, a custodial firm with $8B under administration. They have a full staff of people ready to help you open or work within your IRA.

Adam can help you understand how UBIT works, what discounted conversions are, the importance of Roths, etc. Catch the full episode here: https://www.youtube.com/watch?v=-bOUelx8qiU

09/08/2026

Have you heard about Invest Clearly? It helps investors research sponsors/GP's for commercial real estate syndications. Founder Pasquale (Pat) Zingarella's takeaway on our podcast is: Good investment decisions require more than listening to the person selling you the opportunity. You need to use outside sources to verify information.

When evaluating a GP, sponsor, or investment opportunity, it’s too easy to rely on the information provided by the people who stand to benefit from your decision.

But

One of the best ways to protect your capital is to step outside that circle. Talk to other investors. Look for independent feedback. Read reviews and learn from people who have actually had experience with the investment or sponsor.

In real estate investing, due diligence isn’t just about analyzing the numbers. It’s also about making sure the information you’re relying on is reasonable.

Pat shared how to use the website, research operators, make comments, etc in the full episode of the Pivotal REI Podcast. Full episode link is in the comments.

Is this a new resource for you? Do you know other resources like this?

09/01/2026

What separates the people who build something lasting from those who are always chasing the next thing?

Focus.

Our guest this week, Robby Butler, put it simply:

“In business, there is one thing that matters. What you are focused on today, and where it is leading you next.”

Think about that.

It’s easy to get distracted by the pipeline, new technology, new opportunities, or what everyone else is doing.

But none of that matters if you’re not focused on the right things.

Focus helps you stay steady when the market changes. It keeps you moving when things get difficult. And it keeps you from wasting time on things that don’t move the business forward.

Being busy isn’t the same as making progress.

The question is: What are you focused on today, and is it actually leading you where you want to go?

That’s a conversation worth having.

The full episode with Robby is worth your time. Full episode link is in the comments.

08/25/2026

Your money can’t build wealth if it’s stuck in the wrong place.

That’s one of the biggest lessons Larry Tuch shared on the Pivotal REI Podcast.

Many people focus on how to earn more money, but overlook an equally important question: Is your existing capital positioned efficiently?

Money can become tied up in investments or accounts that limit flexibility, create unnecessary tax consequences, or simply aren’t aligned with your current goals.

The goal isn’t always to make more. Sometimes, it’s about making better use of what you already have.

For investors and business owners, taking a closer look at where your capital is sitting can be an important step toward creating more flexibility and making your money work harder for you.

Larry shares more about this perspective and his approach in the full episode of the Pivotal REI Podcast.

Full episode link is in the comments.

Where do you think most people overlook opportunities to make their existing capital work more efficiently?

Address

Longwood, FL

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