Charlotte: Real Estate Growth and Tax Strategy

In this episode, JoePat Roop (President / Founder, Belmont Capital) sits down with Amy Kelly (COO, S2K Financial) and Mason Ellerbe (Partner, Abacus Capital) to unpack Charlotte's market fundamentals, its housing shortage, and how tax-advantaged structures like Opportunity Zones and DSTs can help investors capture growth while minimizing tax liability. 

Watch the full episode to see how infrastructure, demographics, and tax strategy are converging in one of America's fastest-growing cities.