Podcast Episode #527: Real Estate Investing and Profit Retention For 2025 – Marcus Crigler
Episode #527: Dentist Freedom Blueprint Podcast
Real Estate Investing and Profit Retention For 2025 – Marcus Crigler
Is now the time for smaller and more strategic moves when real estate investing? Joining me today is Marcus Crigler, Founder, CEO, and CFO of BEC (Accounting, Tax, and Finance Experts For Real Estate Investors.) We explore how market cycles affect investment strategies, the rising cost of capital, and why many real estate investors need to adjust their models to maintain profitability.
Marcus also discusses the challenges business owners (including dentists) face in growing their business, and how there are four financial phases—hustle, secure, expand, and exit— and the risks associated with expanding your business too soon. We also discuss the value of having a Chief Financial Officer (CFO) guide you through future decision-making, the mental game of exiting your practice, the need for financial acumen to diversify investments wisely, and why you should avoid blindly following traditional models that will not serve you well in an evolving economic landscape.
Minute Markers:
02:40 – Today’s capital markets.
05:01 – Why real estate prices aren’t coinciding with interest rates.
05:53 – Where Marcus’s real estate clients have shifted their model.
07:16 – The increased risk and cost of buying a property today.
09:40 – Why real estate investors are using alternative routes instead of bank financing.
11:55 – Prioritizing the balance sheet instead of the P&L.
14:21 – How skipping important phases in growth can lead to going backwards in your business.
20:06 – The importance of having a CFO if looking to expand your business.
25:05 – Growing financial acumen and depending too much on financial advisors.
27:05 – How fear keeps practice owners working longer than necessary.
29:00 – Why you should keep your practice exit in mind even in expansion.
35:36 – Transitioning out of active income and the conundrum of where to put equity.
Featured on the Show:
Marcus Crigler Website | LinkedIn
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P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
In this episode, we finish up the second part of my interview with Rob Swanson and his eight rules of investing. (If you haven’t listened to part 1, be sure to go back and give that a listen before jumping into this one.) Today, we pick up where we left off, covering rules four through eight and talking about everything from decision-making to cash flow and risk reduction.
Listen in as Rob shares his incredible insight and experience in real estate and investing to give us a few rules that help make our decisions and investments more solid. You will hear about the importance of looking at margins before buying and what boxes need to be checked when it comes to predicting a solid income stream. Rob also discusses how to define and mitigate the different risks involved so that you can come out on top.
Alastair MacDonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. Join me today to hear part two of our conversation at the Freedom Founders Mastermind, where we dive into the concept of certainty, how to hedge against a volatile economy, and why the abdication model is no longer one that works.
Listen in to learn the reasons why Alastair is not worried about consumer price inflation (and what he’s really worried about instead) and why the 401(k) is not always the investment that it is made out to be. You’ll learn why he is most concerned about the issue of division and polarity in the Western world, why your business is your best asset in a volatile economy, and how you can maintain its viability to weather the most intense economic storm.
1. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Go to www.FreedomFounders.com/Scorecard to take the 3 minute assessment and get your scorecard.
2. Attend A Workshop:
If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!
3. Apply To Visit The Mastermind:
If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (5-7 years max), visit www.freedomfounders.com/step-1 to apply for a seat.
4. Want to Work Directly with Me?
If you’d like to work directly with me and a small group of my closest investment colleagues, with direct access to the dealmakers and asset classes that I invest in, just send a message to my Executive Assistant (Lindsey@FreedomFounders.com), and put “Fast Access” in the subject line. Or, call (972) 203-6960 Ext 144 and leave a brief voicemail for Lindsey. Let her know you’re interested in the Fast Access program – we’ll set up a time with you to talk, find out about your goals, and see if there is a fit.