Real Estate Investing and Profit Retention For 2025 – Marcus Crigler: Ep #527

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.

If you like this episode, here are more episodes we think you’ll enjoy:

Ep #525 – Dr. Victoria Peterson – Investment Grade Practice – The Business Principles Every Dentist Needs to Succeed
Ep #518 – Mathew Owens – Real Estate Reality Check: Strategies, Caution, and Cash Flow for Today’s Market
Ep #517 – Austin Hair – Combining Healthcare and Real Estate – How Demographics and Market Analysis Protect Investors

Featured on the Show:

- Marcus Crigler Website | LinkedIn
- Scaling Time vs Wealth Book
- Request Your Discovery Call

#marcuscrigler #cfo #cpa #smallbusiness #entrepreneur #wealth #growth #realestate #realestateinvesting #capitalmarkets

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Power Concepts:

“You cannot delegate your wealth building to a financial advisor.” – Marcus Crigler

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“Making cash is not running a business. Making cash is simply a good hobby.” – Marcus Crigler