BigMikeFund: Recent Episodes
Mike Zlotnik
Welcome to our latest episode! Today, we’re thrilled to have Dr. Christopher Phelps, an accomplished entrepreneur, general dentist, and Amazon best-selling author, Dr. Phelps is renowned for his expertise in ethical influence and persuasion, having received his Cialdini Method Certified Trainer (CMCT) certification under the acclaimed behavioral scientist Dr. Robert Cialdini. In this episode, Dr. Phelps shares his journey of growing his dental practice revenue by 10X and his deep understanding of influence strategies that have led to significant success in his various ventures. Dr. Phelps delves into the seven principles of ethical influence and how they can be applied [...]
Welcome to our latest episode. Today, we’re thrilled to have Dan French, Managing Director, joining us to share his journey and expertise in scaling a multifamily real estate investment company to new heights. With a significant role in growing a real estate portfolio that managed over $2 billion in assets and returned more than $1 billion to investors, Dan offers invaluable insights into the strategies that have driven this success. He discusses the current market landscape, his approach to scaling operations, and the importance of timing in making strategic investment decisions. In this engaging conversation, Dan delves into the process [...]
Welcome to our latest episode. Today, we’re excited to host Larry Pendleton, a seasoned CPA and strategist with nearly two decades of experience in tax strategies for investors. Larry is the senior partner at PC Financial Services, where he has helped hundreds of investors across the U.S. save thousands of dollars in taxes and build passive income through strategic planning. He is not only an expert in tax consulting but also a seasoned real estate investor with over a decade of experience in various types of real estate deals, including mortgage notes, multi-family rentals, short-term rentals, and new developments. In [...]
Welcome to our latest episode. Today, we’re thrilled to have Jennifer Steward, the owner and founder of Powerful Property Solutions and Phone Phoenix Agency. Jennifer is a licensed real estate agent, a certified commercial real estate advisor, and an expert in off-market acquisitions, cold calling, lead management, and virtual acquisition management. With over 22 years in sales and six years dedicated to real estate, Jennifer has closed countless successful deals, helping real estate investors find and secure profitable opportunities. In this engaging discussion, Jennifer shares her journey from starting as a cold caller making $5 an hour to building a [...]
Welcome to our latest episode. Today, we’re thrilled to welcome back Dr. David Phelps, DDS, a returning guest and former dentist, now a passionate advocate for financial independence. Dr. Phelps transitioned from his career as a general dentist business owner to focus on helping other professionals achieve financial freedom. His journey began in 2004 when personal challenges led him to rethink traditional retirement approaches, advocating for creating consistent, predictable cash flow and a “Freedom Number” rather than a set retirement age. In this enlightening discussion, Dr. Phelps shares his story of transitioning from a successful dental career to a focus [...]
Welcome to our latest episode. Today, we’re thrilled to have Chad Ackerman, Founder & Chief Operating Officer of Left Field Investors and host of the LFI Spotlight podcast. Chad, a former banking professional with a focus on data analytics, transitioned to full-time involvement with LFI in March 2023, leveraging his passion for real estate and analytical skills to enhance the investment community. In this insightful discussion, Chad shares his journey from a W2 job in Human Resources to becoming a key player in the passive investing space. He discusses the founding and growth of Left Field Investors, a community dedicated [...]
Welcome to our latest episode. Today, we’re thrilled to have Paul Moore, author, BiggerPockets expert, and Founder/Managing Partner of Wellings Capital. With an engineering degree and an MBA from Ohio State, Paul co-founded and strategically sold a staffing firm before shifting to real estate in 1999. His journey includes over 85 investments and exits, appearances on HGTV’s House Hunters, and significant roles in property management and development, including a Hyatt hotel and a multifamily project. In this enlightening discussion, Paul shares his insights on the current economic environment, the impact of high interest rates, and strategies for real estate investment [...]
Welcome to our latest episode. Today, we’re thrilled to have Jim Sheils, a seasoned real estate investor with over 22 years of experience and a portfolio that includes over 2,000 acquisitions and rehabs. Jim is a full partner at SI Homes and a #1 Wall Street Journal best-selling author of the popular book “The Family Board Meeting”. In this engaging discussion, Jim shares his journey from Bakersfield, CA, to Florida, his expertise in the “Build to Rent” model, and insights into the current real estate market and strategic capital raising. Jim delves into the advantages of builder forward commitments, how [...]
Welcome to our latest episode. Today, we are thrilled to welcome Neal Bawa, the Mad Scientist of Multifamily, CEO, and Founder of Grocapitus. Neal is a technologist and data guru with a billion-dollar portfolio, renowned for his data-driven approach to commercial real estate investment. This episode is packed with valuable insights on current market trends, strategic investment approaches, and the intriguing concept of land squatting. In this engaging discussion, Neal shares his journey from a successful tech career to becoming a leading figure in commercial real estate. He dives into the current state of the multifamily market, the impact of [...]
Episode Title: Building Wealth Through Strategic Investment Decisions with Salena KulkarniWelcome to our latest episode. Today, we are thrilled to welcome back Salena Kulkarni, a seasoned chartered accountant, certified property investment adviser, and wealth strategist. With over 25 years of experience, Salena has helped hundreds of investors build wealth and shave decades off their timeline to financial freedom. She specializes in uncovering strategies that drive up investment cash-flow and focuses on building an expansive network of exclusive off-market opportunities. In this engaging discussion, Salena shares her insights on the importance of having a cohesive investment philosophy and how it impacts [...]
Welcome to our latest episode. Today, we are thrilled to welcome Salena Kulkarni, a seasoned chartered accountant, certified property investment adviser, and wealth strategist. Salena brings a unique perspective on real estate investing, combining her extensive experience in the field with her focus on building expansive networks of off-market opportunities. This episode is packed with valuable insights on how to navigate the complexities of real estate investment and wealth building. In this engaging discussion, Salena shares her journey from being a chartered accountant to becoming a trusted advisor for investors worldwide. She explains the importance of accurate property valuation and [...]
Welcome to our latest episode. Today, we are thrilled to welcome Matthew Burk, CEO of Fairway America and Chairman of its affiliate, Verivest. Matt brings a wealth of knowledge and experience in real estate finance, having founded Fairway Financial Services in 1992 and authored the seminal book on capital raising for middle market real estate entrepreneurs, “Capital Attraction.” This episode is packed with valuable insights on how to navigate the complexities of real estate investment and valuation. In this engaging discussion, Matt shares his journey from founding Fairway Financial Services to becoming a market leader and trusted advisor for middle [...]
Welcome to our latest episode. Today, we are thrilled to welcome Mark “MJ” Jackson, a seasoned real estate valuation coach and founder of InvestorComps. MJ brings a unique perspective on real estate investing, combining his expertise in property valuation with his experiences as an Ironman athlete. This episode is packed with valuable insights on how to navigate the complexities of real estate investment and valuation. In this engaging discussion, MJ shares his journey from being a real estate appraiser to becoming a trusted advisor for investors worldwide. He explains the importance of accurate property valuation and how it can significantly [...]
Welcome to our latest episode. Today, we’re thrilled to have Wendy Sweet and her brother Bill Fairman, co-founders of Carolina Capital, join us. Wendy and Bill bring a wealth of knowledge and experience in the real estate lending space, offering insights into the current market dynamics and their unique approach to hard money lending. In this enlightening discussion, Wendy and Bill share their journey in the real estate industry, emphasizing the importance of private lending as a solution in today’s tight bank credit environment. They explain how private credit is stepping in to fill the gaps left by traditional lenders [...]
Welcome to another episode! Today, it is our pleasure to welcome back our good friend, Marck De Lautour. Marck is a New Zealand-born real estate investor who has built a successful real estate company, buying and selling 150 to 200 homes per year and managing 600 houses. Marck’s expertise in the turnkey real estate model is unparalleled, attracting clients from around the world to buy U.S. properties hands-off. In this episode, Marck provides valuable insights into the current housing market, driven by strong job growth and significant investments from major companies. Marck and Big Mike delve into the impact of [...]
Welcome to another episode. Today, we are thrilled to have Ken Majmudar, Founder and Managing Partner of Ridgewood Investments, join us once again. With an impressive background that includes an honors degree from Harvard Law School and extensive experience on Wall Street, Ken brings a nuanced understanding of value investing to today’s complex real estate landscape. Since founding Ridgewood Investments in 2002, Ken has honed a keen focus on value investing strategies that have consistently outperformed in dynamic markets. His profound insights have been shaped by decades of high-level experience in IPOs, mergers, and acquisitions, earning him a notable reputation [...]
Join us for an insightful continuation with Fernando Angelucci on the latest episode of The BigMikeFund Podcast! Fernando returns to delve deeper into the self-storage market, offering expert analysis on its current state in the US and shedding light on the impact of unexpected Black Swan events. He explores the challenges confronting new players in the industry and shares strategies for navigating the ever-evolving real estate market through creative financing. From financing options for selling storage facilities to the intricacies of successful real estate deals involving seller financing and bank loans, Fernando provides invaluable insights. Plus, he shares expert tips [...]
Welcome to our latest episode! Today, we are thrilled to welcome Fernando Angelucci, a seasoned expert in real estate investment and social stewardship. Fernando’s journey from the corporate world to real estate success is nothing short of inspiring. From his early days in residential real estate to building a thriving multi-family rental portfolio across the Midwest, Fernando’s path is filled with valuable insights and lessons learned. In this captivating episode, Fernando delves into the intricacies of real estate investment, particularly focusing on the self-storage sector. He shares his expertise on navigating the challenges of purchasing and financing properties, drawing from [...]
Welcome to our latest episode! Today, we’re excited to have Travis Watts, a leader in real estate investing, join us. With extensive experience since 2009, Travis has navigated various sectors, including multi-family, single-family, and vacation rentals. As a Director at Ashcroft Capital, investor, speaker, and author, Travis’s insights are invaluable. Travis’s journey began in 2009, and he’s participated in over 30% of Ashcroft’s opportunities. He transitioned to the Ashcroft Investor Relations Team, driven by superior communication, reporting, deal volume, and performance. With a background in traditional Wall Street investing and Series 7 and Series 63 licenses, Travis brings a unique [...]
Welcome back to another episode! Today, it’s a pleasure to have Corey Peterson, the Chief Kahuna of Kahuna Investments, return to the show. Corey specializes in multi-family apartment investments, offering investors consistent cash flow and long-term growth. As a bestselling author and host of the Multi-Family Legacy Podcast, Corey brings a wealth of experience to the table. In this episode, Corey discusses the challenges of managing properties remotely, highlighting issues such as theft and inflated vendor prices that can lead to financial losses. He emphasizes the importance of accountability and vigilance in property management, addressing the impact of theft on [...]
Welcome to our latest episode! We’re excited to introduce Chris Miles, the Cashflow and MAX ROI Infinite Banking mentor, who’s here to revolutionize your approach to financial prosperity. Renowned as the “Cash Flow Expert,” Chris is a trailblazer in the realm of creating rapid cash flow and lasting wealth for entrepreneurs worldwide. Having garnered recognition from esteemed platforms like US News, CNN Money, and Bankrate.com, Chris is acclaimed for his ability to deliver life-altering financial outcomes through his company, Money Ripples. Departing from the traditional financial advisory landscape, Chris realized the industry’s failure to provide effective pathways to immediate financial [...]
Welcome to a new episode! Today, we’re thrilled to welcome Lane Kawaoka, a best-selling author, real estate syndicator, and podcaster at TheWealthElevator.com, to share his wealth of knowledge with us. With over 12 years of experience as a Licensed Professional Civil/Industrial Engineer, Lane made the bold decision to transition from engineering to full-time investing, ultimately empowering others through his Passive Investor Accelerator & Mastermind. Lane’s journey began in rainy Seattle, where he learned the ropes of real estate investing as a young college graduate. Armed with a passion for “Cashflow Investing” over “Appreciation Investing,” Lane strategically built a portfolio of [...]
Welcome to a new episode. Today we are joined by Jay Conner, President of The Private Money Authority! Jay’s journey from Real Estate Investor to Private Money Expert is nothing short of remarkable. He’s ready to share his secrets to success. Join us as Jay dives deep into his own experiences, recounting the frustrations and setbacks he faced early in his investing career. Like many investors, Jay found himself hitting roadblocks with traditional financing methods, feeling constrained and out of control. But he didn’t stay down for long. Discover how Jay turned his setbacks into opportunities by tapping into the [...]
Join us for another episode featuring Yonah Weiss, the Cost Segregation Expert hailed as the “CostSegKing”! With a track record of saving property owners hundreds of millions of dollars in taxes, Yonah brings unparalleled expertise to the table. As the Regional Business Director of Madison SPECS, a division of Madison Commercial Real Estate Services, Yonah is a recognized authority in cost segregation within the Commercial Real Estate industry. His knack for simplifying complex tax strategies and his innate ability to connect with professionals and laymen alike make him a sought-after resource. Tune in as Yonah shares advanced wealth-building strategies, focusing [...]
Welcome to another enlightening episode featuring Frances Newton Stacy, Director of Strategy at Optimal Capital. With a robust background in broadcasting and a knack for simplifying complex financial concepts, Frances brings a unique perspective to the table. Having accurately predicted the stock market crash of 2007 and deftly navigated the subsequent downturn, Frances’s insights are invaluable. Her passion for understanding the intricacies of the banking and credit systems has led her to uncover the fundamental factors driving credit crises and market fluctuations. In this episode, Frances delves into a myriad of topics, including the impact of inflation on the economy, [...]
Welcome to another episode featuring Fuquan Bilal, Chief Visionary Officer of NNG Capital Fund. With over 24 years of experience in real estate investment, Fuquan brings a wealth of knowledge and expertise to the table. His innovative investment strategies and keen financial acumen have propelled NNG Capital Fund to success, allowing them to acquire under-performing real estate assets and transform them into lucrative opportunities. In this episode, Fuquan shares his insights on various aspects of the real estate market, from creative investment strategies to navigating challenges and seizing opportunities. He delves into topics such as evaluating the benefits and drawbacks [...]
Welcome to our latest episode featuring Dr. Rob Scranton, a seasoned financial strategist and former chief financial architect, renowned for his innovative approach to wealth accumulation. With over two decades of entrepreneurial experience and a background in accounting and finance, Dr. Scranton is a leading authority on the Infinite Banking Concept (IBC), a revolutionary financial strategy challenging traditional methods of wealth building. In this enlightening episode, Dr. Rob Scranton unveils the secrets behind leveraging current debts and expenses to cultivate wealth beyond conventional means. Drawing upon his extensive expertise, he delves into the transformative power of the IBC, offering invaluable [...]
Welcome to our latest episode featuring Matthew Burk, a seasoned industry expert and CEO of Fairway America, also serving as Chairman of its affiliate, Verivest. With a rich history, Matthew founded Fairway Financial Services in 1992, transforming it into the robust market leader it is today. As a passionate industry coach, he provides invaluable guidance to middle-market real estate entrepreneurs, fund managers, and sponsors, covering all aspects of 506 Regulation D fund business. Matthew, the author of the influential book “Capital Attraction,” shares his profound insights on the impact of high-interest rates on the commercial real estate industry, delves into [...]
Welcome to our latest episode. In this edition, we’re excited to host guests Hannah Ott and Cameron Benz, bringing extensive experience to the table. Hannah Ott Vice Chairman at CBRE, leads the Multifamily team in Indianapolis. With over two decades in the Midwest, Hannah played a key role in selling 400+ multifamily properties, totaling 92,000+ apartment units and nearly $8 billion. Cameron Benz First Vice President with CBRE’s Indianapolis Multifamily team, overseeing the sale of 43,000+ apartment units, totaling $5.1 billion. He’s the expert in Build-To-Rent Communities, recently completing Indiana’s first BTR transaction. In this episode, our guests delve into [...]
Welcome to another episode featuring Dr. Adam Gower, a 30-year veteran in real estate, banking, and finance. Dr. Gower, a bilingual professional with a Ph.D. in banking history from University College London, is recognized as a thought leader in the impact of crowdfunding on real estate. Throughout his career, Dr. Gower held senior management positions globally. In the 1990s, he served as President and CEO of a Hollywood studio in Japan, overseeing real estate portfolio development in the Asia Pacific Region. Post the 2008 financial crisis, he advised California’s largest regional bank on asset disposition strategy and worked at Colony [...]
Welcome to another episode featuring Jeremy Roll, Founder and President of Roll Investment Group. An investor since 2002, transitioned to full-time passive cash flow investing in 2007. Managing a community of over 1,000 investors in more than 70 opportunities, totaling $1 billion in real estate and business assets, Jeremy offers insights into the economic intricacies of 2023-24. In this episode, Jeremy delves into interest rate volatility, Federal Reserve inflation monitoring, and bond market signals. Explore the potential impacts of a recession on the US economy and real estate market. Understand the implications of interest rate increases on real estate and [...]
Welcome to another episode featuring Beth Underhill, a real estate investor, coach, and founder of Lifestyle Equities Group/Lifestyle Ventures. As the Chief Marketing Officer of MTN Investment Group, Beth brings over two decades of experience in construction and real estate. With a portfolio that includes the redevelopment of over $5M in single-family homes and contributions to the construction of over $35M in outdoor living spaces, Beth is currently serving as Co-General Partner on 500+ multifamily units, a 126 and 252-bed student housing property, holding equity in a hotel in Panama, managing an Airbnb arbitrage, and having more properties and hotels [...]
Welcome to another episode featuring Tom Zeeb, President of Traction REIA, Author, Speaker, Real Estate Entrepreneur, and Host of “The Art & Science of Real Estate Negotiation” Podcast. As Traction REIA’s President, Tom collaborates with investors to build or rebuild businesses correctly, emphasizing the integration of personal goals and lifestyle for more financial security, time, and freedom. In 2001, Tom found himself at rock bottom and a near-death experience while whitewater rafting pushed him to find a new way to break free of his 9-to-5 job and explore real estate investing. In this episode, Tom discusses negotiating real estate deals, [...]
Welcome to another episode featuring Spencer Hilligoss, CEO and Co-Founder of Madison Investing. A syndicator, investor, and speaker, Spencer currently leads business development and investor relations for Madison Investing. With a 13-year career as a former technology executive, Spencer has a track record of building teams across five companies, including three software “unicorns” valued at over $1B. His Silicon Valley experience includes developing the Origination Team for LendingHome and leading their Professional Development group. In this episode, Spencer shares his perspective on real estate investment, breaking it down into three phases. From the inherent risks and opportunities in real estate [...]
Welcome to another insightful episode with our guest Dan Kryzanowski, a Texas Multifamily Development Passive/Accredited Investor, real estate advisor, and partner. With a proven record of raising funds from various sources, including accredited investors, family offices, and investment advisors, Dan specializes in niche segments like industrial and self-storage and has a deep understanding of tax-advantaged investing. Dan, a Wharton graduate, previously worked with GE Capital in Mexico and South America. He holds an MBA from Thunderbird School of Global Management and is a licensed Project Management Professional (PMP). He has also served as Corporate Board President for Hugh O’Brian Youth [...]
Welcome back to another episode with Brent Ritchie, the President of EnRitch Investment Group Inc. Brent, with over 18 years of experience in engineering, construction, and project management, is a seasoned operator in the multifamily and commercial real estate market. His impressive portfolio includes 3,400 doors and 2,300 actively managed properties, totaling over $350 million in assets. In this episode, Brent takes us on a journey through the intricacies of real estate investment. He delves into the challenges of finding deals in a high-priced market, explores the dynamics of multifamily real estate in a dislocated market, and examines the impact [...]
Today’s guest is Jim Oliver, the founder of the wealth coaching company, CreateTailwind. Jim founded CreateTailwind in 1988 in Denver, CO as a traditional financial planning firm but, after weathering two major corrections on Wall Street, Jim and his team pivoted the company’s focus to building wealth Beyond Wall Street. With this advantage, CreateTailwind exploded to become a multi-location, nationally recognized firm that had helped thousands of individuals and businesses around the United States create their own wealth and be their own bank. In this episode, the focus is on the concept of Infinite Banking and its applications in leveraging [...]
In this episode, we feature Mikhail Pritsker, a Senior Executive with 23 years of experience in Real Estate, Business Development, and portfolio management. Mikhail’s expertise covers various real estate sectors, including industrial, multi-family, retail property asset, and portfolio management. He specializes in marketing, customer strategies, and brand management, which drive sales growth and customer loyalty, both locally and internationally. He excels at expanding networks, connecting with local and international investors interested in Real Estate. During this episode, Mikhail discusses Real Estate Investing Strategies, Property Management, Construction Projects, Refinancing challenges in the Current Market, strategies to mitigate potential recession impacts, and [...]
Welcome to another episode with our guest, Nick Sicilian, a real estate investor, mentor, and co-founder of the #reiAF Mastermind. With over 5 years of hands-on experience in the industry, Nick’s journey alongside his brother Tony Sicilian as The Sicilian Brothers has shaped them into experts in the world of real estate investing. In this episode, Nick takes us on a journey through his life experiences and how they led him to the world of real estate. With a deep commitment to empowering investors and turning opportunities into profit, Nick shares his wealth of knowledge and creative financing strategies that [...]
Welcome to another episode featuring our guest, Rod Khleif. Rod is an entrepreneur with an impressive portfolio. He’s a real estate investor, author, mentor, and a dedicated community philanthropist. His passion for business, life, success, and giving back shines through in everything he does. As one of the country’s most accomplished real estate investors, Rod has personally owned and managed an astounding 2,000 properties. He is also the host of the highly regarded “The Lifetime Cash Flow Through Real Estate Investing Podcast,” which has garnered nearly 6 million downloads and Founder of the Lifetime Cash Flow Academy. Rod’s commitment to [...]
Welcome to another insightful episode with our guest, Matt Calhoun, the Sales Director at Midland IRA & 1031. Matt is a distinguished professional renowned for his expertise in guiding investors on the path to financial success. In this episode, Matt shares his wealth of knowledge about using retirement funds to invest in alternative assets. Discover the transformative power of self-directed IRAs, a bridge that merges the world of financial services with the realm of real estate investing. Matt’s passion for real estate investment is palpable, and he continues to nurture this interest alongside his role at Midland IRA & 1031. [...]
Welcome to another episode with our guest, Michael Guthrie, co-owner and VP of Sales of a multimillion-dollar automated teller machine distributorship, Automated ATM Solutions, Inc. He’s a Capital Raiser, Multifamily Investor and Syndicator at Pacific Capital LLC, currently owning over 8,280 doors across multiple markets, providing a passive income. Together with Samantha Guthrie, they have raised over $65 Million for Syndications in the past 14 months across 12 separate Syndications as a General Partner. With over 23 years of experience in real estate, they’re well-versed property management of apartments and single-family homes. In this episode, Michael dives into the world [...]
Step into a new episode with our featured guest, Marc Halpern. Marc, a seasoned private investor, has immersed himself in a diverse array of private placement memorandums, including 506 offerings, all while bringing his keen analytical mind to the forefront. With a PhD in organic chemistry, his approach to due diligence is nothing short of exceptional. Transitioning seamlessly from the realm of chemistry to the intricate landscape of investments, Marc’s diligence and analytical prowess shine through. Dissatisfied with the hype propagated by many in the real estate space, he founded Part Time Investors LLC, a platform rooted in delivering invaluable [...]
Welcome to another episode with our guest Paul David Thompson. Paul is a Full-Time Real Estate Investor, top-selling author, coach, and someone who lends money for real estate projects. He helps both new and experienced investors understand how to make deals in real estate. But his bigger mission is to help people who want to [...]
Get ready for an enlightening podcast episode as we embark on the extraordinary journey of Maria Zondervan. Maria Zondervan is an accomplished wildlife biologist, CEO, entrepreneur, and philanthropist. With a master’s degree, she became a Wildlife Biologist, working to protect endangered animals and their homes. She also ventured into real estate, building successful Massage Envy [...]
In this captivating podcast episode, we sit down with Lane Kawaoka, a real estate expert, mentor, and podcast host. Lane has managed over $2.1 billion in assets and helps families make wise investments. Through his popular podcast, SimplePassiveCashflow.com, Lane shares the secrets of building wealth like the rich. Lane is in charge of a whopping [...]
In this exciting podcast episode, we chat with TJ Kosen, a real estate investor from Dallas, Texas. He’s the Founder of Sherlock Houses and Platinum Real Estate Mastermind. TJ has been in the real estate industry since 2006 and has experience in various markets including Texas, Tennessee, and California, handling all aspects of real estate [...]
Welcome to another exciting episode of our podcast, where we delve into the world of real estate investing and uncover valuable insights from industry experts. In today’s episode, we have the privilege of speaking with the accomplished entrepreneur and apartment investor, Noel Parnell, Co-Founder and Partner at Crown Capital Corp. Noel’s journey to success is [...]
Welcome back to another episode with our guest Jack Bosch, managing member of Orbit Investments. With a vast portfolio of over 3,800 properties spanning land, single-family homes, commercial spaces, and large multi-family properties, Jack brings a wealth of experience and expertise to the table. Having completed his Masters Degree in Business Administration, Jack, alongside his [...]
We are back with an informative episode featuring Sarry Ibrahim, a well-known financial specialist, private money lender, and real estate investor. As a member of the Bank On Yourself Organization, Sarry is passionate about the concept of Infinite Banking and how it can transform your financial journey. Sarry founded Financial Asset Protection with a focus [...]
Get ready for another episode with our guest Corey Peterson, the Chief Kahuna of Kahuna Investments. Corey’s expertise lies in buying multi-family apartments, providing investors with consistent cash flow and long-term growth. With a portfolio exceeding $200 million, he’s a bestselling author and host of the Multi-Family Legacy Podcast. In this episode, Corey tackles the [...]
Welcome to this episode featuring Julian Castle, an accomplished Real Estate Investor and the Managing Partner of A-List Capital & Real Estate Investors Group on Facebook. With an impressive following of 170k members and 70k followers on social media, Julian has become a prominent figure in the industry. His unwavering commitment to excellence extends to [...]
Join us for an enlightening episode featuring the brilliant Jason Medley, CEO of The Collective Genius. In this thought-provoking discussion, Jason reveals the number one rule in business: assembling the right team. He emphasizes the importance of prioritizing talent acquisition above all else, setting the foundation for long-term success. With the right people on board [...]
In this engaging episode, we have the privilege of hosting Jason Hartman, an esteemed expert in the field, who shares his valuable insights on the current state of the real estate market amidst concerns of a potential recession. Jason dives into the topic, addressing the fears and uncertainties surrounding the economy and interest rates. He [...]
In this captivating episode, we have David Lecko, the visionary founder and CEO of DealMachine, joining us to explore the transformative world of artificial intelligence in real estate. As an expert in driving for dollars and follow-up processes, David shares his invaluable insights on how AI can enhance the knowledge and decision-making abilities of real [...]
In this episode, we have Andy Gurczak, an experienced adjuster from AllCity Adjusting, discussing the world of insurance and adjusting business. With years of experience in the industry, Andy specializes in advocating for and representing the insured, providing valuable insights on how insurance companies operate. Andy will delve into the challenges and opportunities in the [...]
In this episode, we have Jake Vanderslice, a self-storage industry expert and partner at VanWest Partners, sharing his insights on the current capital market environment and acquisition opportunities in real estate. With years of experience in the industry, Jake specializes in funding and investing in various real estate properties, including multi-family homes and self-storage facilities. [...]
In this episode, we have Chris Miles, a financial advisor and founder of Money Ripples, based in Utah, USA, sharing his expertise in infinite banking. Chris has over 20 years of experience in finance, having worked as a traditional financial advisor before transitioning into infinite banking. He focuses on helping individuals and businesses build wealth [...]
In this episode, we welcome back Jeremy Roll, Founder and President of Roll Investment Group. With over 1,500 investors seeking passive and managed cash flowing investments in real estate and businesses, Jeremy is an expert in his field. He is also the co-founder of the non-profit organization, For Investors By Investors (FIBI), launched in 2007. [...]
Join us for a discussion with Rob and Phil on e-commerce’s impact on shopping plazas and the challenges posed by the current recession and high-interest environment. We’ll explore how these factors shape the retail space. Lastly, we’ll discuss the two upcoming deals that LBX is working on and what makes them so promising. Don’t miss [...]
Introducing our guest for today’s episode, Jim Sheils — a seasoned real estate investor with over two decades of experience in the industry. Having completed more than 2,000 acquisitions and rehabs, Jim has built a successful career in real estate investing, focusing on passive income and capital raising. Starting in Bakersfield, California, Jim later moved [...]
In this segment, we have Jon Thompson, the co-founder and chief strategy officer of Blue Margin Inc., a data analytics and business intelligence consulting firm based in Fort Collins, Colorado — sharing his expertise in helping companies transform their data into actionable insights. With a background in computer science and over two decades of experience [...]
In this segment, we have Ray Mazzie, the managing director of Southern Waters Capital, based in Fort Lauderdale, Florida — sharing his expertise in real estate development and private equity. Ray has a diverse background with a dual degree in economics and political science, an MBA, and being a licensed attorney in Florida. He focuses [...]
In this segment, we speak with Matt Burk, CEO of Fairway America and The VeryVest LLC, about the launch of their new tool, Fund Builder. Matt explains that the tool automates the process of creating pooled investment funds, offering advice and guidance on all aspects of running a real estate-based investment fund. He notes that, [...]
Are you interested in gaining insights into navigating economic recessions and understanding investor’s perspectives on interest rates? Then this episode is for you! Today, we have Alastair Macdonald to share his expertise on these topics and provide valuable insights on how to navigate these challenging economic times. Alistair stresses the importance of understanding how interest [...]
In this episode, we interview Eric Brewer — founder of the Brewer Method™, a real estate investment strategy that can help investors turn seller leads into an extra six figures per year.As a real estate investor, Eric Brewer always had an eye for lucrative deals. He was constantly searching for new ways to gain an [...]
Are you a small business owner? Then this episode was made especially for you! Today, we have Uri Jaskiel of EOS Worldwide to expand our scope of knowledge pertaining to business growth and how you can better operate and scale up your business. He also emphasizes the importance of looking after the health of your [...]
Nothing but good conversation full of wisdom and knowledge with Dave in today’s episode. Dave Wolcott is the founder and CEO of Pantheon Investments, with a recent offer on the book called The Holistic Wealth Strategy. Today, we learn that most successful entrepreneurs later realize that they have to do their own thing. Becoming a [...]
In this episode, we welcome Chris Larsen, a 20-year veteran in real estate investing and management. As a college student, Chris bought his first rental property at 21 and later expanded into development, private lending, distressed debt buying, commercial offices, and multifamily property syndication. Chris has been involved in over $400 million of real estate [...]
Here with us today are the Founders of Discount Lots, Willie Goldberg and Paul Hersko. They buy and sell property, while providing inherent value to anyone that is looking at property and simplifying the process. Hence, their main goal is to make land ownership easy and affordable for regular people. They share insights about their [...]
Jeremy Roll is back on the show today! Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets. [...]
Blaine Oelkers, America’s only Chief Results Officer®, he’s always loved to help people get results and he knows which habits bring success and results, how to create them instantly and stick with them for a lifetime. He is a leading authority in Personal Implementation & Consistency, a habit Master with documented streak of 1453 days [...]
Dr. David Phelps, founder of Freedom Founders, was a general dentist business owner for 27 years until 2004 when his daughter, Jenna, faced Leukemia with a life-saving organ transplant. He quickly discovered that bouncing from chair to chair wasn’t an option as he refocused his attention to what mattered most — his family. As for [...]
Mark Jackson, fondly known as “MJ,” has become the go to real estate valuation coach for investors in the US and abroad. MJ began as a young man with the desire to transform his life of poverty into entrepreneurial success and now others go to him in order to accomplish the same. When not traveling [...]
Robert Levy is one of the founders and Managing Partners of LBx Investments. Along with his Co-Founder and Co-Managing Partner Phil Block, Rob guides overall corporate strategy and is responsible for the growth of the platform, acquisitions and execution of the firm’s strategy. Through his leadership, LBX has built a premier portfolio of shopping centers [...]
Matthew Burk is the Founder, CEO and Chairman of Fairway America and Verivest. A seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven real estate asset based Reg D pooled investment funds over more than 30 years. He authorized discretionary underwriter/approval for thousands of real estate asset based investments [...]
In this episode we have Salena Kulkarni give us the rundown on taking her investors tribe to the US to find deals. She shares how she identifies opportunities for her investors, their level of confidence, and choosing the sustainable and acceptable return over higher yield. Salena has been a chartered accountant for 25 years, a [...]
For today’s episode, we have Brad Chandler. We talk to him about his life journey and the important lessons he learned. When he was in the 9th grade, Brad read a book about buying real estate and has been passionate about it ever since. His passion led him to success. He tried to prove his [...]
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The complete and utter unknown of what’s going on in the market is crazy but we have to be ready for it. So today, we talk to Carolina Capital Management’s Wendy Sweet and Bill Fairman about surviving high uncertainty, volatility, fear over some kind of recession, and adjustments they’re making to operate in this space. [...]
The last few months have been tough, with all of the news about sharp rent increases and the potential for them to continue rising. Several macroeconomic trends are also heating up the housing market. How will rent inflation affect your potential for investing in manufactured homes? Today, Glenn will discuss the potential risks of investing [...]
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Okay, so we might already be in a recession and long-term investing might be an answer, if not THE ANSWER. So, today we talk with Ken Majmudar, Founder and Managing Partner at Ridgewood Investments. Ken founded Ridgewood Investments in late 2002 to help others achieve the transformational results that he was able to achieve for [...]
“Preparation makes you feel pretty good about an anticipated downturn” and to talk more about what we can do in such a situation, we decided to once again invite land expert Willie Goldberg in today’s episode. Willie is a Co-founder of Discount Lots with 4 years of real estate investing experience. Prior to this, He [...]
We’re definitely in a state of stagflation and to survive this, we need really good ideas. Fortunately, Chris Miles, the “Cash Flow Expert,” Founder of Money Ripples, and a leading authority on how to quickly create cash flow and lasting wealth, appears on our show once again to share insights about infinite banking and alternative [...]
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How much can you get out of raw land? It’s different from your usual real estate investment asset but our guest Mark Podolsky (AKA The Land Geek) has found a way to maximize opportunities from raw land and create passive income. Mark is considered the country’s most trusted and foremost authority on buying and selling [...]
Our host, Mike Zlotnik is the CEO of TF Management Group, LLC which runs four real estate investment funds. He has been a debt and equity investor in real estate since 2000. After a successful 15 year career in IT, he pivoted to real estate investing because of his passion for real estate and its [...]
Paul is the Founder and CEO of Pepper Pike Capital Partners, a private equity firm focused on delivering superior risk adjusted returns. As CEO, Paul directly oversees the firm’s strategic initiatives and its investment professionals, including the acquisitions, operations and construction management groups. Since 1998, Paul has been directly involved in the planning, construction, lease [...]
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First-time buyers need something that they can afford to move into. That’s what our guest, Brandon Cobb, focuses on. Brandon is the CEO of HGB Capital, and an expert real estate consultant and investor. He’s also been featured in REI Wealth Magazine and Forbes. In this week’s episode, Brandon shares methods of adapting to a [...]
The problem is CEOs are very busy doing things that other people should be doing. Trey Taylor, Chief Executive Officer of Taylor Insurance Services, Managing Director of Trinity Blue Consulting and Founding Partner of Ascend Partners, talks to us about his book “A CEO Only Does Three Things”. Doing work where a CEO is not [...]
Everybody talks about how to prepare for your financial future, but what about our financial present? Today’s guest, Chris Miles, after working as a traditional financial advisor and stock coach for several years, came to a stark realization that the financial advising industry was not showing anyone how to quickly and safely become financially prosperous [...]
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We’ve got another high-level episode for you. When you first start a project, you aren’t thinking about cost inflation and increased interest rates. But as your building progresses, you might find that you’re facing these challenges. This is where Charles Dobens comes in. He will teach you how to keep your costs down and finish [...]
Jeremy rolling into the show for the third time and he brings his usual high-level insight. This time it’s all about the current geopolitical landscape and its implications for the economy and our way of life. The ongoing tensions and the associated economic uncertainty are likely taking their toll on the market. While it’s tough [...]
The third time’s the charm. The unique title of Chief Results Officer means they get things done, and three-peter guest Blaine Oelkers is all about that. But how does he do it? There simply isn’t enough time in the day. The 30-minute hour is a unique productivity hack that Blaine shares in this episode. It’s [...]
Fuquan Bilal says the best thing that ever happened to him was getting shot five times. This life event not only transformed his outlook on life but also changed the trajectory of his career. Since then, he has never taken anything for granted. This is the key in real estate because your deals are only [...]
There is a market for people buying land in bulk and then turning around and selling each individual piece at a profit. It’s a fundamentally sound business because lands don’t depreciate, especially because land does not depreciate. Land assets actually appreciate over time, so the process is simple. Buy land in bulk and sell it [...]
There is a market for people buying land in bulk and then turning around and selling each individual piece at a profit. It's a fundamentally sound business because lands don't depreciate, especially because land does not depreciate. Land assets actually appreciate over time, so the process is simple. Buy land in bulk and sell it at a higher price by adding improvements like roads and utilities. By creating subdivisions where there previously were none, Douglas Smith has built a successful business from this principle. His fund hit on such a solid and unique niche and we just had to have him on the show. As always, Big Mike dissects it all with his high-level breakdown. Watch the episode where he talks about buying land in bulk and a bit of coke to start it all.
HIGHLIGHTS OF THE EPISODE
01:26 - A quick coke story from Doug
02:17 - Buying and subdividing lands
04:10 - What kind of financing is involved
07:35 - Use cases of buying rural lots
08:52 - How many acres typically
10:52 - The odd niche of timber asset
12:03 - Margins of subdivided piecemeal acres
14:30 - Fundamentally solid business
15:07 - Three elements of the business model
18:24 - Land price outlook and the migration
20:13 - Inflation and the rise in rural land value
24:54 - https://hawthornecapital.com/
Thank you for joining us in another episode. We are committed to inviting more guests that give value to our real estate journey. Stay tuned for more episodes. To learn more, visit our website at www.tempofunding.com.
CONNECTING WITH THE GUEST
Emails: doug@hawthornecapital.com
Website: https://hawthornecapital.com/
buyingland
realestate
flippingland
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Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
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Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Josh has his hands deep on a new real estate venture that is just hitting the app stores. He talks about the new platform Trelly, their geographic expansion, and the market demand for wholesale today. Speaking of the demand, Josh shares his insight on the future and current state of the housing market, which can [...]
Self-storage facilities are popping up across the country. Due to the pandemic, demand has wildly increased and continues to do so. People need somewhere to store their items. From small mom-and-pop shops to multi-location operations, self-storage facilities have evolved. Scott has seen first-hand the influx of this self-storage boom and its subsequent growth during this [...]
This pandemic significantly affected the real estate market around the world, companies are being impacted in different ways. In this episode, David Van Horn shares insights into today’s crazy market and the ideal percentage of a net portfolio. As David successfully managed several residential mortgage investment funds, he also imparts some good hedge in the [...]
Self-directed IRAs are becoming more popular due to the freedom and control they offer investors. But how do you find the one that will serve you best and what should you avoid? Carl Fischer, the founder of CamaPlan, a national self-directed IRA company, discusses these topics with Big Mike. His expertise in real estate, tax [...]
Glenn manages a fund with a niche he likes to call ‘the best-kept secret in real estate. As opposed to traditional homes, manufactured homes are built in an assembly line in one location and then delivered to another location and installed. The homes then gain value over time. You won’t believe the returns they are getting and they’ve been at it since 2006. This has every feel of a niche that is made for income investors to prosper. Glenn “G-Pop” Stromberg dives in with Big Mike in what has made this so successful. They share market insights, refinancing perspectives and in typical Big Mike fashion, he breaks down the numbers for your viewing pleasure! High-level stuff, as usual. Watch it now!
HIGHLIGHTS OF THE EPISODE
01:14 – Big Mike and Little Glen aka “G-Pop”
01:59 – The best kept secret niche in real estate
03:56 – Manufactured homes vs regular homes
06:33 – Does economy scale for manufactured homes
08:38 – Numbers and rent price examples
11:19 – Two investment opportunities
12:14 – Inflation is here to stay
14:43 – Turnkey model for investors
16:45 – The post-COVID supply chain
18:26 – Is it possible to get financing?
20:00 – What about portfolio lenders?
21:20 – Important mathematics behind leveraging
25:18 – Budget your capital expense repairs
26:25 – Refi until you die
27:27 – Why sell properties?
30:44 – Net rate of return not gross
31:40 – Sell your soul to depreciation
34:14 – Superior to traditional turnkey products
Thank you for joining us in another episode. We are committed to inviting more guests that give value to our real estate journey. Stay tuned for more episodes. To learn more, visit our website at www.tempofunding.com.
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Helping people maximize this beautiful tax strategy is Terry Judge’s passion. He’s been doing it for 16 years and believes that a proper cost seg strategy built into a good investment fund is the number one way to build wealth. Cost segregation is all about taking advantage of one of the greatest benefits of real [...]
If you worked full-time from the age of 25 to 65, you will have worked a total of 75,000 hours! John Casmon tells us that he was working in marketing and advertising for 15 years. While it has always been a plan to shift to real estate, focusing on family and spending more time accelerated this career change. From the get-go, he wore many hats, from repair to contractor, to painter but seeing as how much time it took to flip houses, John needed to find another solution. So they went from taking a bite out of the small pie deals that require time to the larger pies that involved less time and created more opportunities. It wasn’t easy of course. He shares how important fundamentals are, like cap rate comparison, and rent pricing in relation to surrounding development. He exudes a truly deep understanding of the market. One of John’s insights is that returns are a measure of risk therefore it is only proper that you know every single one of those potential risks when considering a life in real estate. Watch the episode now and don’t miss out on all the other valuable insights.
HIGHLIGHTS OF THE EPISODE
01:00 –John the Midwest kid
01:15 –15 years in Marketing and Ad
04:09 –The sweet spot: Large apartment buildings
05:12 –Passive but not really
07:09 –Small pie to larger pie
10:09 –Pillar 1: Lead Asset Mgmt
11:18 –Pillar 2: Partner with other operators
12:45 –Working employee for 75,000 hours
14:42 –Deals are created not found
18:55 –5-year hold and 15% IRR
20:12 –Market Understanding
23:41 –Negotiables and non-negotiables
24:28 –Cap rate comparison
26:38 –The labor side of things
30:11 –Where is the potential upside
31:35 –Returns are a measure of risk
35:22 –Rent pricing and saved by the bell
36:24 –Job creation and development
37:05 –Multifamily Insights Podcast
Thank you for joining us in another episode. We are committed to inviting more guests that give value to our real estate journey. Stay tuned for more episodes. To learn more, visit our website at www.tempofunding.com.
CONNECTING WITH THE GUEST
Emails:
https://www.casmoncapital.com/sampledeal
john@casmoncapital.com
Paul and Willie have hit a great target niche. In an industry that deals with lots and land, they are emerging as kings of buying and selling vacant lots. It may come as a surprise to many how unsaturated this corner of the real estate industry is. Perhaps due to the risk and seemingly lack [...]
Paul and Willie have hit a great target niche. In an industry that deals with lots and land, they are emerging as kings of buying and selling vacant lots. It may come as a surprise to many how unsaturated this corner of the real estate industry is. Perhaps due to the risk and seemingly lack of downside protection but this duo has figured it all out. From risk mitigation to venturing into a fast-growing cash business arm, Paul and Willie are scaling at an incredible rate. Find out why they think their operations are protected against a possible recession and why they’re tripling down on buying land. The confidence in which they deliver reflects how much they’ve mastered this niche. Very impressive. Don’t miss out. Watch the episode now!
HIGHLIGHTS OF THE EPISODE
01:29 – Investing in vacant lots
02:52 – Growing with cash listings
03:38 – How do they get discount lots?
04:32 – Creating value on both sides
07:34 – An inefficient market
09:13 – Volume of 125 lots per month
11:17 – What do people do with the land?
12:43 – Recreation and investments
13:35 – Selling to neighbors
15:55 – Downside protection
17:55 – Risk mitigation
19:42 – Cash and liquidity protection
22:20 – Successful cash flipping
23:13 – The power of MLS
26:16 – Marketing and traffic
27:07 – Tax Auction
28:39 – Tripling down on land
30:20 – Development just takes too long
32:12 – discountlots.com
Thank you for joining us in another episode. We are committed to inviting more guests that give value to our real estate journey. Stay tuned for more episodes. To learn more, visit our website at www.tempofunding.com.
CONNECTING WITH THE GUEST
Emails:
paul@discountlabs.com
willie@discountlabs.com
Paul Moore returns with another brilliant episode. We go down a bit in memory lane comparing ‘the perfect investment’ of 2016 to other asset options of today. Self-storage investment has emerged as an awesome investment opportunity, we compare this to Mobile Home Parks and its similar lucrative potential. But the question is, are they all overpriced? Learn about classic value add and why self-storage is being recommended and utilized so much by top fund managers in their funds. Together Mike and Paul break down the dilemma of Refi properties and holding long enough for greater IRR or pulling out investments for lesser, and redeploying for other deals. Great piece of information you don’t want to miss! Finally, Paul provides even more wisdom in fixed low-income debts, inflation, and the opportunity of building wealth during this COVID pandemic, especially with self-storage. Make sure to watch the episode until the end and learn about Paul’s newest Evergreen fund with Wellington Capital. Headache or unique investment opportunity?
HIGHLIGHTS OF THE EPISODE
01:15 – Storing Up Profits, published by Bigger Pockets
01:34 – The Perfect Investment book, 2016
02:18 – Speculation in investment
03:08 – How to Lose Money Podcast
03:56 – Diversification Specialist and DD partner
05:16 – Self-storage and Mobile Home Parks
07:11 – Classic Value Add
08:58 – Refi or flip for greater IRR
09:20 – Why do people flip properties
10:11 – MHP and fixed low-income debt
10:50 – Self-storage and capturing inflation
12:06 – Refi and redeploying for other deals
13:48 – Current inflation is a chance to build wealth
15:11 – Number one risk of self-storage
15:52 – Rise of Self-storage during COVID
17:00 – Self-storage oversupply
18:17 – Welling’s Capital’s New Evergreen Fund
21:52 – biggerpockets.com/storage
22:21 – wellingscapital.com/resources
Thank you for joining us in another episode. We are committed to inviting more guests that give value to our real estate journey. Stay tuned for more episodes. To learn more, visit our website at www.tempofunding.com.
CONNECTING WITH THE GUEST
Storing Up Profits
The Perfect Investment
Welling’s Capital
Today we are honored to be joined by the Top Chief Results of America himself, Blaine Oelkers. While it may sound that way, Blaine doesn’t talk about numbers and economics, like we usually do in this show, but instead, we are talking about habits. Why are habits so powerful? And what does the number one chief results officer do help others establish very important and powerful habits. He goes from adding habits by way of linking and surfing our urges, pushing off those rewards and habits before anything else. When eliminating the bad habits, Blaine shares all the basic techniques and tricks up his sleeve. From the common substitution to identifying triggers, buddying up, and how sometimes your why is all you could possibly need. There is power in the daily habits that we do, they shape and form our very lives. This is a reminder that we are ALL already masters of habits. It’s just a matter of mastering which ones we build with and ultimately, live by.
HIGHLIGHTS OF THE EPISODE
01:13 – The American Chief Results Officer
03:11 – Why are habits so powerful?
06:28 – The great lie: It does NOT take 21 days
06:43 – The 21-second habit
08:35 – We are already habit masters
10:50 – Linking new habits to existing habits
12:16 – The mind shower habit
13:20 – Urge surfing and leverage
15:31 – Pushing off things to form habits
16:47 – NDP, the Next Day Planning
18:56 – Surfing the urge and rewarding yourself
20:56 – Ebb and flow of surfing urge waves
21:27 – Linking and adding habits
24:08 – Basics of eliminating bad habits
25:01 – Sometimes a big enough WHY is all you need
26:37 – Substitution habits
27:46 – Minimize and reduce triggers
28:35 – Identify and minimize the cues
29:16 – Out of sight, out of mind
29:45 – How can I do better next time?
30:05 – Buddy-up with others of similar habits
30:18 – Momentum and Don’t break the chain
30:49 – Pleasure and pain both work
32:57 – 21secondhabit.com
33:17 – BlaineTEDx.com
New York offers a timeless walk-through of yesteryear. Who would not want to live in historic townhouses in the 21st century? Best of both worlds, right? In this episode, Eric Goodman shares the shift in the market where the largest purchase buyers are American buyers and not bought by foreign money. Post-Covid, the market takes into consideration of privacy, safety, and security which are mostly offered in newly renovated townhouses like the 14-Million-dollar project of Eric’s company. The premium is paid from the townhouse market wherein a very large number of buyers seen are willing to pay $50-70 million price targets.
More of these renovation projects and townhouse market opportunities in this episode, so better listen till the end!
HIGHLIGHTS OF THE EPISODE
01:00 – Eric’s background
05:21 – Transforming Comparable Assets
06:40 – Single-family to Multifamily Real Estate
11:57 – Redevelopment path: Cost, Components, Equity Investment
14:46 – Pre-Covid to Post-Covid environment: Privacy, Safety, and Security
15:55 – First newly renovated double wide assets
18:29 – 14-Million-dollar renovation project
19:00 – Importance of first-class development team
21:02 – Dealing with LPC
26:04 – Shifting Market in New York
28:34 – Coming back to Basis
Know what’s in today in the townhouse market of New York and learn more about equity investment! Join us in this episode and be sure to check out www.tempofunding.com.
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Phone: (516) 308-0624
Curtis May loves numbers, perhaps as much as he loves scoring. Fortunately, ‘going pro’ on the latter quickly dissipated from his goals, because otherwise, we will not have seen Curtis become the wealth management expert that he is today. Not shying away, Curtis continues to make multiple points, financial this time, evident in his FOUR [...]
Multifamily is doing well right now, the rise in population and jobs increases demand for multifamily, making it a great investment while keeping cap rates low. That’s good news for owners and developers but it also creates a tough environment for investors looking to get in with potential higher cap rates tomorrow if interest rates do go up. Luckily, we have fund managers like Whitney who have an exclusive Life Bridge Capital fund with a limited window to invest. But how do you navigate this fast-paced environment right now, particularly inflation rates wreaking havoc and scaring away investors? Whitney walks us through how they prepare and deal with developers and investors alike, along with their backup plans and contingencies in this current state of the multifamily market.
HIGHLIGHTS OF THE EPISODE
01:10 – Whitney’s close-ended fund
02:48 – Why Colorado and Idaho
05:21 – Focus on C+ type asset
06:14 – Fund structure and size of $25M
10:48 – Life Bridge Capital Fund 1
12:17 – Inflation and outlook on next year
15:28 – Safety elements to reduce risk
20:21 – The pre-covid project
24:07 – Aggressive environment of Multifamily
28:10 – Preparations and contingency
Thank you for joining us in another episode. We are committed to inviting more guests that give value to our real estate journey. Stay tuned for more episodes. To learn more, visit our website at www.tempofunding.com.
CONNECTING WITH THE GUEST
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Phone: 540-585-4338
Everyone is going to Texas! But Connie has been there for 20 years. She’s seen it all. From the exodus, to the growing traffic, and the migration of world’s biggest corporations. But why Austin, Texas? Connie answers these questions and along with Big Mike, they determine the factors that have brought about this massive shift. [...]
You heard it here first! “Don’t let the tax tail wag the wealth dog”, a Ryan Parson original. In this episode, Ryan joins one more to share his wealth of knowledge. There are many ways to navigate the changing tax environment but not only that, we have to be able to properly ‘stress test’ your investment plan. Ryan shares why pilots are particularly good at it. From wealth preservation to core values and quality questions we need to ask, there is so much to gain from this episode.
Join us as we navigate this changing tax world. Watch it now!
HIGHLIGHTS OF THE EPISODE
00:29 –Ryan Parson is back
01:40 –The Black Swan Event
04:22 –The great starting point of RIA
06:19 –Family Wealth Preservation
12:12 –Questions we need to ask
14:07 –It starts with family core values
15:51 –Do you have clear goals?
19:29 –Planning around tax changes
23:09 –Don’t let the tax tail wag the ‘wealth dog’
26:13 –Stress testing your plan
31:24 –sunlightpeaks.com
We hope this was as educational to you as it was to us. We hope to invite Ryan again and other experts in economics and top-notch investment planning. Check out our website for more episodes www.tempofunding.com.
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There are some businesses that are too small to have a full-time CFO, while others are too big to do without one. However, have you ever heard of fractional CFOs? In this episode, David Richter, Founder of Simple CFO Solutions, discusses Fractional CFOs, what they do, and why businesses need guidance not just to create [...]
Another high-level episode with Jeremy Roll. In this episode, we jump straight into the hot topic. This time Jeremy predicts the implications of this new IRA government proposal. He shares a deep insight into the economy, touching topics on the heavy tax code in California and the two sides of the post-covid Labor coin. Finally, he closes out with some solid ATM investment advice. You won’t want to miss this episode full of great wisdom from Jeremy.
Quality information and quality guests, this is what the show is all about. Watch the episode now!
HIGHLIGHTS OF THE EPISODE
00:57 – Proposal to prohibit Self-directed IRAs
02:16 – This only helps the big banks
04:44 – A rock and a hard place
05:25 – The government is printing too much money
06:00 – Terrible consequences and how likely is it to pass?
08:48 – A dog and pony negotiation tactic
11:01 – Section 1202 IRS Tax Code
13:11 – The costs of heavy California tax
18:40 – Dilemma of the work-from-home pendulum
21:22 – Corporate powers dictate labor demand
23:44 – Labor Participation Rate is very low
24:45 – Jeremy’s ATM investment advice
We hope this was as educational to you as it was to us. We hope to invite Ryan again and other experts in economics, business strategy, and real estate. Stay tuned for more episodes! Join us and learn more at our website. www.tempofunding.com.
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Jay started his first real estate investment way back in 2003. At the turn of every decade, Jay remained resilient and established himself as a reputable authority in real estate private lending. His rich experience gifted him a nose for sniffing out golden opportunities, having rehabbed up to 450 houses. Even better, he also developed [...]
Jeremy Roll, president of Roll Investment Group, discusses the importance of certain real estate strategies, including the ability to evaluate deals carefully, making ‘predictions’ based on data, and most importantly, working with the right people.
This discussion was so insightful that it will require a part two! Be sure to tune in!
HIGHLIGHTS OF THE EPISODE
00:59 – Jeremy’s background and real estate journey
04:06 – WHERE have you been investing?
08:42 – “Measure seven times, cut once”
09:41 – Benefits of a diversified portfolio
10:48 – You bet on people rather than assets
14:32 – Characteristics of a good deal
20:12 – Where can great assets be found?
We hope you enjoyed this episode’s guest and topic as much as we did! To learn more about real estate, from the technical to emotional, to getting your feet on the ground and learning management, check out our website. www.tempofunding.com.
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Today we are joined by the founder of Freedom Founder himself, Dr. David Phelps. A good friend and even better portfolio manager. David also provides valuable wisdom and insight into the five variables of what he calls the Freedom Index. He goes on how to raise this index in our lives as well. We go [...]
The main goal is to ADD VALUE. As a former professional baseball player, Ryan brings with him a competitive edge. Or rather, that hunger to always be better. He understood right away the value of setting their fund apart: doing things no one else does. A lot of that involved a genuine appeal to people’s emotions. From investors to emotional paychecks to social media, Ryan can put together quite a pitch for his fund.
Join us in this episode and listen to Ryan swing for it and give us a home run.
HIGHLIGHTS OF THE EPISODE
00:57 – Master Life-Balancer
02:07 – Being a new fund manager
04:39 – First project and working with Tim Bratz
06:28 – Networking with the right operators
10:48 – Raising Capital with investors
12:34 – Social Media and building excitement for deals
15:55 – The big picture: What’s in it for me?
18:24 – Good paychecks and emotional paychecks
21:32 – Adding the community value in our fund
26:15 – Communicating with investors
31:15 – Ryan’s Baseball Career
We hope you enjoyed this episode’s guest and topic as much as we did! To learn more about real estate, from the technical to emotional, to getting your feet on the ground and learning management, check out our website. www.tempofunding.com.
CONNECTING WITH THE GUEST
www.ryanpineda.com
https://www.pinedacapital.com/
We’re delighted to have Sam Silverman with us in this week’s episode! Sam is the CEO of Silverman Capital, one of the fastest growing private multi-asset alternative investment firms, based in Tampa, Florida. Mike and Sam discuss Sam’s transition from single family to fully passive investing, his investment strategies, and key factors when choosing a [...]
Moving into senior living or having a loved one move into one can be a stressful experience. Financial demands are one of the most difficult parts of it. Phillip Vincent, who faced this dilemma firsthand, founded Mom’s House, a community aimed at easing families’ transition to senior care by offering an easier, less stressful way to sell mom’s (or dad’s) house without cleaning it up, cleaning it out or paying realtor fees.
In this episode, Phillip talks about their vision and how they’re implementing it. You might want to give it a listen!
HIGHLIGHTS OF THE EPISODE
00:55 – Phillip’s background
02:55 – How and why Mom’s House was created
05:58 – Mom’s House: What the Business Is About
09:13 – The Crack Pot and the Vase
11:20 – Probate vs. Pre-probate
12:51 – A slow, steady, and long-term approach
15:35 – What kind of training do you conduct?
18:02 – When and how do these trainings take place?
21:02 – It’s a futureproof method
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.
CONNECTING WITH THE GUEST
http://www.momshouse.com/3day
Joining us this week is Tony Javier, owner of an INC 5000 rated real estate investment company, which is also one of the fastest-growing companies in the nation. Tony has invested in Real Estate since 2001, completing over 1,000 flips. With Tony’s real estate investing business fully automated, he now focuses on helping others through [...]
Gabriel ‘Gabe’ DaSilva is the Founder and President of DaSilva Group Inc. Gabriel has been coined “Mr. Add-A-Level” for his extensive knowledge of construction heavy renovations. He is an expert at implementing profitable optimization strategies & systems, and he also conducts complex financial valuations and analyses. DaSilva Group Inc, was formed, and has since launched multiple other subsidiary businesses.
Along with his passion for entrepreneurship, Gabe also believes in giving back to the community, and is passionate about his philanthropic work. Tune in to hear what Gabe shares with us in this week’s episode!
HIGHLIGHTS OF THE EPISODE
01:19 – Background of the guest
03:56 – Current projects and business scaling
06:00 – Keeping up with construction material inflation
09:00 – The pandemic: Residential vs. Office Spaces
10:40 – Why office space?
16:07 – Getting into the distribution/supply chain
21:34 – Labor and demand
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.
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In this week’s episode, JLL’s chief economist, Ryan Severino, joins us as we look into the current state of inflation in the United States, providing insight into the market. Ryan manages the economics team at JLL and is responsible for global and regional economic research, analysis and forecasting as well as property market forecasting. His assessments of market conditions have appeared in international [...]
Joining us this week is Sam Wilson. Sam is an active investor in self-storage, parking, multi-family apartments, RV parks, single family homes and host of the How to Scale Commercial Real Estate podcast. Sam holds his bachelor’s degree in business finance from the University of Memphis and holds his real estate license in Tennessee. In addition to his years of real estate experience, he also has a diverse background in business ownership and management.
Sam’s current focus is presenting nationwide investment opportunities for his personal and his investors’ portfolios. Sam and Mike are with you in today’s episode, as they discuss today’s Real Estate Ventures. Be sure to tune in!
HIGHLIGHTS OF THE EPISODE
01:10 – Background of the guest
02:37 – Sam Wilson: What’s hot in Real Estate (Self-storage, RV Parks)
07:47 – How do you scale Commercial Real Estate investing?
10:08 – How do you scale acquisition?
13:55 – Think strategically and make smart decisions
17:17 – Educating investors on the possibility of hidden risks
19:38 – Parking lots and garages
21:53 – Parking lots and garages: is the trend coming back?
23:43 – Auctions
27:43 – Always have a plan
NOTABLE QUOTES
“What sells well is what’s priced well.” – Mike Zlotnik
“Anybody that says that there’s never an opportunity isn’t looking hard enough.” – Sam Wilson
“If you don’t know what you’re looking for, you don’t know where you’re going, how are you going to know you got there?” – Mike Zlotnik
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.
CONNECTING WITH THE GUEST
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Mark Jackson fondly known as “MJ” has become the go to real estate valuation coach for investors in the US and aboard. MJ transformed his life of poverty into entrepreneurial success when he was a young man, and now others come to his advice in order to achieve the same. In this week’s episode, MJ [...]
Alastair Macdonald is back this week for a continuation of Economic Timelines and Surrounding Vital Factors, this time focusing more on the consequences of bad economic conditions. For new listeners and viewers, Alastair is an international analyst, forecaster, speaker, writer and investment consultant. He is the founder and editor of “The Parallax Report,” a subscription-based market, social and economic forecasting service for individual investors, and institutions.
Join us for another episode that delves deeper into economic issues and what the future holds.
You might have missed the first episode with Alastair, so be sure to check that out.
HIGHLIGHTS OF THE EPISODE
01:28 – The direction of interest rates | The risk of low interest rates
05:21 – Junk Bonds
09:47 – The pursuit of yields and the resulting low-quality bonds
13:33 – The serious threat of inflation
16:36 – “When does this end?”
21:19 – Is there a chance for redemption?
25:56 – What interest rates are meant to represent
NOTABLE QUOTES
“When does this end? Will the government stop? The answer is, historically speaking, no. It won’t be an event. It will be a process.” – Alastair Macdonald
“It is the lender that decides the rate, not the borrower.” – Alastair Macdonald
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.
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In this week’s episode, we are joined by Nick Legamaro a.k.a “Nick The Note Guy”. Nick has been investing in real estate since 2001. He has experienced the crash firsthand in 2008 and lived to talk about it! Nick is now dedicated to showing individuals how they too, can “Be the Bank” and invest in [...]
Jeff is one of the most highly sought-after attorneys in the country when it comes to Self-Directed IRA Investing. He has been a real estate investor since 1993. As a frequent and popular guest speaker, he has become a recognized thought leader and innovator in the field of real estate investing.
Tune in as Jeff and Mike drop must-know information in this episode.
HIGHLIGHTS OF THE EPISODE
01:49 – Guest introduction
05:58 – Duty, breach, causation, damages, and collectability
07:14 – “Get clear.”
10:22 – Asset protection
13:52 – Another asset protection technique
16:15 – How many properties do you put into an LLC to maintain asset protection?
21:45 – “Know your numbers.”
28:28 – The IRA owning the Trust
30:32 – IRA LLC vs. IRA Trust
NOTABLE QUOTES
“Get clear. Not get clear of things but get clear about your things. Know your numbers, know what you own, know what your liabilities are, and know your risks.” – Jeff Watson
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out
www.tempofunding.com
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This week’s guest is Freeland Ventures CEO and host of the Accelerated Investor Podcast, Josh Cantwell. Josh manages over $40M in private money, which is deployed into multifamily real estate and apartments. He has been involved in 1,000+ wholesale, rehab, rental, foreclosure, and apartment transactions, and currently holds a portfolio of over 3,000+ cash-flowing apartments. [...]
This week’s guest is author, real estate developer, and podcast host Victor Menasce. He is well-known as the host of The Real Estate Espresso Podcast: Your morning shot of what’s new in the world of real estate investing. Victor helps independently wealthy investors redeploy their capital from the high risk, volatile equity markets into safe multi-family real estate assets. He has conducted business in over 15 countries, have forged numerous partnerships, raised capital, been awarded patents, acquired businesses, negotiated deals, lead organizations, and brought about business improvement.
Tune in to dive deeper into real estate development, learn high standards and practices, and expand your general knowledge in the world of real estate.
HIGHLIGHTS OF THE EPISODE
01:18 – Background of the guest
02:35 – Real Estate work amidst the pandemic
11:21 – Criteria for engagement
16:40 – Returns in a conservative investment philosophy
20:44 – Cost Value
26:45 – Maximizing profit
29:06 – Interest rates
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.
CONNECTING WITH THE GUEST
The Real Estate Espresso Podcast Website Email: media@victorjm.com Facebook LinkedIn Youtube Twitter
This week, we are joined by Alastair J. Macdonald. He is an international analyst, forecaster, speaker, writer and investment consultant. He is the founder and editor of “The Parallax Report,” a subscription-based market, social and economic forecasting service for individual investors, and institutions. Tune in as Alastair imparts profound wisdom on global economy, both past [...]
In this week’s episode, we are joined by Adam Southey and Justin Sliva, active land investors and hosts of the Casual Fridays REI podcast.
Tune in as Adam and Justin share their knowledge and experiences in real estate, specifically in land investing, their investment practices, and a whole lot more.
HIGHLIGHTS OF THE EPISODE
01:47 – Getting to know the guests
04:14 – Real Estate background
09:14 – General Real Estate practices
10:02 – “Bass Boat Property Property”
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.
CONNECTING WITH THE GUEST
Website
Instagram
Facebook
Youtube
In this week’s episode, we are joined by the one and only Salena Kulkarni, best-selling author and founder of Freedom Warrior. Freedom Warrior is a Mastermind designed to help time-poor business owners catapult their wealth and shave decades off their time to financial freedom. Tune in and learn how Salena went from accounting to real [...]
We are joined this week by Darren Smith, CEO and founder of Solid Growth Properties. Solid Growth Properties was built to exploit opportunities in the commercial market primarily in the North East Regions. They specialize in the acquisition, improvement, re-positioning, and management of commercial investment properties.
Tune in as Darren talks about his journey in real estate and how his team now are operating and continuing to grow in commercial real estate.
HIGHLIGHTS OF THE EPISODE
01:06 – Background of the guest
02:14 – What are Industrial Investments?
04:21 – The economics of commercial real estate
13:46 – Partnerships
18:49 – Equity
23:01 – Exit Strategy: Buying whole
25:53 – Depreciation
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.
CONNECTING WITH THE GUEST
Website: https://solidgrowthproperties.com/
Email: darren@solidgrowthproperties.com
Website
Email: darren@solidgrowthproperties.com
This week’s guest is Fuquan Bilal, CEO and founder of NationalNoteGroup Capital Fund. He founded NNG in 2012 with the principal mission of capitalizing on the growing supply of mortgage notes in the interbank marketplace. To date, he has successfully managed three private mortgage note funds that primarily invest in single-family performing and non-performing mortgage [...]
Dr. David Phelps helps Professional Practice Owners (dentists, physicians, chiropractors, optometrists, veterinarians, etc.), who are seeking income-replacing passive income streams, more time off, and less stress find the FREEDOM they are looking for. If that sounds like you, you’re going to want to tune in.
Dr. Phelps dives into what most people might be doing wrong in their investments and discusses his new book, What’s Your Next: The Blueprint for Creating Your Freedom.
HIGHLIGHTS OF THE EPISODE
00:54 – Background of the guest | The start of Freedom Founders
10:00 – The value of collaborating with the right people
20:53 – What’s Your Next? by Dr. David Phelps – The Blueprint for Creating Your Freedom
29:09 – If you feel stuck in your life and don’t know how to take the next step, there is a way, there are multiple ways to do it
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.
CONNECTING WITH THE GUEST
Website
Facebook
LinkedIn
Youtube
Youtube Channel
This week, Heritage Capital CIO, Mile Marker Club founder, and longtime friend of the Big Mike Fund podcast Ryan Parson joins us from sunny Glenwood Springs, CO. We begin our conversation with an update on the Mile Marker Club, Ryan’s initiative to help new and professional investors grow capital in alternative markets like real estate and increase their financial literacy. Later, we cover holistic wealth planning, the benefits and opportunity costs of taking a more active role in your portfolio, the current tax environment in the United States, the risk of letting tax benefits drive capital allocation, and building a strategy that suits your lifestyle instead of the IRS.
• What is the holistic financial planning process?
• Why real estate has historically been the bedrock of America’s economy
• Passive versus active investing
• PIGs (Passive Income Gains) and PALs (Passive Allocation Losses)
• Is becoming a real estate professional right for you?
• How power shifts in Washington and projected tax increases affect your holistic strategy
• How to harvest passive losses and take advantage of depreciation
• Revenue neutral tax codes: Will today’s gains become tomorrow’s losses?
Quotes: “There’s always been a certain fascination with real estate in the US… part of the reason is that Congress and the IRS have provided different types of tax benefits relatively consistently and that extend for a relatively long period of time. And that’s been part of the bedrock that has made the US economy work so well for a couple hundred years now.” Ryan Parson
“What the IRS giveth today, it taketh away tomorrow.” Ryan Parson
Links: Mile Marker Club
In this episode, we are delighted to have Brett Swarts as our guest. He is the Founder of the Capital Gains Tax Solutions, the host of Capital Gains Podcast, and the leading expert on Deferred Sales Tax Solutions. Every year, he trains hundreds of business professionals on how to use tax deferral method to save money and help his high-net-worth clients overcome capital gains deferred limitations.
Brett will provide us the information on deferred sales trust as well as other tax deferral and wealth-building strategies. Tune in to understand how a deferred sales trust or other tactics will support you or your customers, so you can make more money when you sell!
- How did Brett get into what he is doing right now
- What are the Basics of Deferred Sales Trust
- Importance of understanding the DST and how it secures your wealth
- Who decides to spend the money in the trust?
- Who makes the decision where the money is invested?
- In terms of the IRA, what are the things you can’t use inside of your trust or investments that you are buying?
- How much is the minimum fee to pay basically when they sell their assets and how much net will they get?
- What is DST plus and how does it work
- Differences between DST and DST Plus
QUOTES:
“ Once you start doing these deals in this way, all of the sudden, you’re riding a speed racer with us as well. It may take 6 months or a year, but it definitely takes doing the deal.” – Brett Swarts
“The market is so high that our clients look for liquidity, diversification, and to be out of debt, and if you can do that, you can preserve your wealth and a marketplace that who knows this place could last” – Brett Swarts
RESOURCES
Website :https://capitalgainstaxsolutions.com/
Facebook : https://www.facebook.com/capitalgainstaxsolutions/
YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
Joining us today is Kathy Fettke, the co-founder of Real Wealth Network. Kathy has appeared on CNN, CNBC, Fox News, NRP, CBS MarketWatch, and The Wall Street Journal as a guest expert. She also runs a podcast called the Real Wealth Show and being the author of the #1 best-selling book, Retire Rich with Rentals, She is also a wife and a mom.
Get tips and insights as Kathy discusses the good market opportunities and how to develop real wealth and cash flow by investing in assets that produce profits, such as real estate.
WHAT YOU’LL LEARN FROM THIS EPISODE:
- Kathy Fettke shares her experiences in multifamily experience especially in this pandemic
- Finding out the specific market she invests in.
- The reason why the real estate growth has a low-interest rate
- Impact for Real Estate: how the evolution of technology affects the real estate business especially that we are experiencing this pandemic.
- Thoughts in the Residential Real Estate giving $15,000 to first time home buyers
- Understanding and defining “Build to Rent”
- The typical sales price and rent for the build to rent properties.
BOOKS MENTIONED:
- Retire Rich with Rentals
QUOTES
“At the end of the day, it’s really the cash flow which still exists and you still get it, in the right market” – Kathy Fettke
“You just have really be careful about what you are buying, and understand that interest rates will creep up” – Kathy Fettke
RESOURCES
Website :https://www.realwealthnetwork.com
Join us today with guest Javier Hinojo Jr. as he talks about how to venture into Multifamily Properties. He is the owner of IQ REI, a family-controlled real estate company that buys, manages, repairs, and sells homes in the Raleigh, Durham, and Chapel Hill, NC area, He is also a Hall Of Fame Inductee Rich Dad(Poor Dad) Elite Legacy Education Real Estate Investing.
In this episode, Javier will discuss his experience in the real estate industry. Learn more about his journey because has a lot of great information to share with us!
WHAT YOU’LL LEARN FROM THIS EPISODE:
- How Javier Transitioned from Single Property to Multifamily property investing
- What are the opportunities and how to determine the best projects to invest on
- Understanding the basis of having a successful project
- Find out the challenges he experienced in property investing
- Ways to find a property that’s worth investing
- Strategies in building marketing funnel.
QUOTES:
“Yes, it is a challenge to transition. I believe in trying do everything on your own. It’s a team sport here, It’s a team business connect partner with people who’ve done it before.” – Javier Hinojo Jr.
“You know, they walk into the Minefield. So why not walk behind them learn it observe it too.” – Javier Hinojo Jr.
RESOURCES:
Facebook : https://www.facebook.com/JavierHinojoJr/
Facebook Group : https://www.facebook.com/groups/1billioncre
Instagram : https://www.instagram.com/javierhinojojr/?hl=en
Youtube : https://www.youtube.com/channel/UCMds24CC2afg7MYtq0eBIuA
Today’s podcast talks about senior living in the time of the pandemic and the challenges it brings to everyone.
Joining us is Sean D. Casterline, a recognized expert in the field of wealth management and alternative investments. He is the Founder and President of Delta Capital Management, LLC, President of Delta Advisory Group, Inc., and Partner of Delta Realty Advisors, Inc. In these positions, Sean specializes in the areas of asset management and alternative real estate investments for clients spanning a wide array of industries. In recent years, he has worked to develop investment and financial alternatives utilizing the broadest range of financing structures to maximize yields and provide maximum flexibility for investors.
Let’s listen to this episode in its entirety to learn what senior living is, how it works, and how Sean’s company copes with the pandemic.
WHAT YOU’LL LEARN FROM THIS EPISODE:
- Sean’s background
- Overview on Tuscan Gardens Senior Living
- How the business works
- Senior living demographics
- Who pays for people staying in independent/assisted living
- The company’s response to COVID-19
BOOKS MENTIONED:
- Reinventing Senior Housing – Laurence J. Pino
QUOTES
“Food is such a big driver in senior living”
“They needed something to live for”
RESOURES
Website : Tuscan Gardens: Senior Living & Memory Care in Florida
Website: Tuscan Gardens Capital Partners
Joining us on today’s episode is Ryan Parson, Chairman and Chief Investment Officer at Heritage Capital USA, Inc. and Mile Marker Club, as well as the Director of Investor Relations at Colonial Capital Management.
With more than 20 years of experience in the financial services, insurance and real estate industries, Ryan works with individual and business clients to provide financing solutions for all types of real estate and alternative investments. His current focus is working with accredited investors seeking exclusive capital placement options that provide diversification, capital preservation, and income. Ryan’s firm consistently creates attractive income sources and long-term capital growth for its investors.
So stay glued to your headphones if you want to learn more about treasury management.
WHAT YOU’LL LEARN FROM THIS EPISODE:
- Ryan shares what treasury management is all about and what it means to high net worth clients
- Is treasury management managing cash or managing investments?
- Ryan breaks down the five core elements of treasury management
- Ryan talks about volatility and turbulence in the market
- Understanding the long term impact of an incoming growth based portfolio
- What to do with fresh investment capital
- Things to think about when talking about taxes
QUOTES
“Do not let the tax tail wag the wealthiest dog” – Ryan Parson**
“Predicting the future is hard” – Mike Zlotnik**
RESOURCES
Website : Mile Marker Club
Text message: 4802844806
In today’s episode, we are joined by self-directed IRA specialist Jason DeBono. Jason graduated from the University of Central Florida and has since acquired 15-years of experience in the self-directed IRA industry. He has served as Director of Business Development, Director of Operations, and Vice President for NuView Trust Company – a self-directed custodian with over $1.4 billion of assets under custody. Now, in his role as President, Jason oversees the day-to-day activities of the company. He is heavily recruited to speak on podcasts and at national events as a subject matter expert in tax-advantaged investing through retirement accounts. Additionally, Jason has provided continuing education to CPAs, Attorneys, and Real Estate professionals and has been a guest speaker at hundreds of investment events and conferences throughout the United States.
Listen to this episode to learn more about how to grow your self-directed accounts.
WHAT YOU’LL LEARN FROM THIS EPISODE:
- Jason talks about his company Nuview Trust
- Why people would push the money from Wall Street to self-directed IRA
- How people can grow their portfolios faster, better and tax-free using a self-directed custodian
- Jason’s thoughts on tax-free growth
- Jason breaks down the process on how to get the necessary paperwork to make it acceptable to the custodian
- How to set up an account and get going with self-directed IRA
QUOTES
“There’s no excuse to be ignorant about money in today’s day and age” – Jason DeBono
“There’s very few ignorant people that are wealthy” – Jason DeBono
RESOURCES
Website : Trusted Self Directed IRA Custodian Service – Nuview Trust SDIRA
Joining our podcast today is Todd Dexheimer, COO of Venture D Properties, which purchases and syndicates Multi-family apartments in emerging markets. His focus is on value-add Multi-family syndication in emerging markets. Todd and his team have purchased Multi-family buildings in 5 states and hold over $35million of real estate. Todd has raised over $15 million in private equity and has provided his private investors with double-digit returns on every investment.
So listen closely to this episode as we find out how where deal flows are coming from and where to find deals especially in today’s challenging times.
WHAT YOU’LL LEARN FROM THIS EPISODE
- How to find good deals
- The key to finding deals
- How to manage properties remotely
- The importance of value-adding properties
- The significance of renovating units
- How to deal with tenants taking advantage of COVID-19
QUOTES
“Good property management is key” – Todd Dexheimer
BOOKS:
How to Win Friends and Influence People – Dale Carnegie
Building a Story Brand – David Miller
RESOURCES
Home – Venture D Properties, LLC
Travis Watts is the Director of Investor Relations at the Ashcroft Capital. He has been investing in real estate since 2009 in multi-family, single-family, and vacation rentals. Travis began investing with Ashcroft Capital several years ago and has taken part in more than 30% of the Ashcroft opportunities. After experiencing above-average communication, reporting, deal volume, and performance, Travis expressed interest in joining the Ashcroft Investor Relations Team.
Relax and listen to this informative Podcast episode that tackles topics that are related in Real Estate Investing that you might use and share. PLUS some expert advice on how to START and GROW in this business. WATCH TIL THE END!
WHAT YOU’LL LEARN FROM THIS EPISODE
- Passive Investor: What are the Process and How to Pick a Deal.
- Multifamily Classes and the Significance of Finding the BEST Criteria that Fits you.
- The Conversion Rate of Cash Flow Before and After the Pandemic Hits.
- Talking about Quality Deal Flows this 2021.
- The Multifamily Investment Sector is Progressing.
- Biden’s Proposal about Tax Plans Effects in Real Estate.
- Travis shares his thoughts about what will happen this year.
QUOTES
“Just self educate, this investing stuff is a life skill” – Travis Watts
BOOKS:
https://www.amazon.com/Best-Ever-Apartment-Syndication-Book/dp/0997454326
https://www.amazon.com/Hands-Off-Investor-Insiders-Investing-Syndications/dp/1947200275
RESOURCES:
Travis Watts YouTube Channel: https://www.youtube.com/playlist?list=PLCYnr_mB0XK2dWNX12sNs5MaGicSqHofV
https://ashcroftcapital.com/travis/
In today’s episode, we will be joining a great friend of mine, Brian Pensack. We have been friends for many years now and built a great Financial Relationship by investing in each other’s businesses, we also belong to the same Private Mastermind Group and other Investment groups as well. He is living in Piedmont, San Francisco for many years now as a chiropractor and married with 4 kids and 5 grandkids. Today, he shares his unique type of Real Estate Investment with a twist on it so check it out!
WHAT YOU’LL LEARN FROM THIS EPISODE
- The Basic Plan of Cannabis Cultivation.
- A Broad Stoke View of How Deal Looks Like and its Financial Side.
- Difficulties you will encounter and Calculation of Income per acres.
- The Importance of Investing in this Business Properly and Legally.
- Talking in-depth about Taxes and How much it costs.
- Investing Purely in Real Estate.
QUOTES
“Anything is Possible.” – Brian Pensack
RESOURCES
Email : homehelpforyou@gmail.com
Here with us today are Willie Goldberg and Paul Hersko, the young new members of Collective Genius Mastermind and the Founders of Discount Lots. They are not just into buying and selling property, they are also providing inherit value to anyone that is looking at property and simplifying the process. Hence, their main goal is to make land ownership easy and affordable for regular people. Listen to this episode to learn more about their business journey, what Discount Lots do and a lot more!
WHAT YOU’LL LEARN FROM THIS EPISODE
- Basic understanding of Vacant Land investing and Discount
- What does “Discount Lots” do?
- Specific examples of the average typical lots that one usually buys.
- Importance of expansion path and goal.
- How to make it easy for the buyers to get into Fair Market Value?
- Better understanding of who the buyer usually is and what they do with the land.
- What leads buyers to finally acquire the land.
- Why are default contracts the best way of selling property?
- Learning about the heavy marketing side in real estate.
QUOTES
“This business makes a lot of sense. In real estate, your inventories are the lots with no depreciation at all. It’s difficult to make it worth less.” – Willie Goldberg
“The scalability of this business is endless.”- Paul Hersko
RESOURCES
Website : https://discountlots.com/about-us/
Welcome to The Big Mike Fund Podcast. Today I’m chatting with Charles Dobens, a multi-family attorney. His personal mission statement is to help investors buy multi-family projects the right way. He talks about coaching, his views on the future of the market, his points of interaction in the process of multi-family property investments, and why this is his passion.
Minute Markers:
00:20 – Hello and welcome
01:00 – A bit about Charles and his passion
05:00 – The points of interaction with multi-family acquisitions
07:30 – Coaching
12:30 – Examples of mistakes investors make with letters of intent
19:20 – Personal story about partnerships in business
22:00 – Politics
25:10 – How Charles coaches his students
28:30 – C-class properties and markets with good cash flow
31:30 – Workforce Housing
34:20 – Getting a hold of Charles
35:34 – Thank you for listening to the Big Mike Fund podcast
Quotes:
“After it happens, there’s not a whole lot I can do for you but before it happens, I can walk you through the minefield and make sure you’re protected and you do everything the right way.” – Charles Dobens
“I love it so much because it’s so logical. Being in the multifamily business and being a lawyer, you just like logic..” – Charles Dobens
“Multifamily investing is not about real estate. It’s about building a business that invests in multi-family property. You’ve got to build that business the right way, then that runs your life and provides you the lifestyle that you need.” – Charles Dobens
“Plan the divorce before you get married with a partnership.” – Charles Dobens
“Careful who you partner with. If you partner with an idiot, you’re stuck with an idiot.” – Mike Zlotnik
Resources:
Multifamily Investing Academy
Dobens Law – Boutique Law Firm Specializing in Multi-Family Investing
Twitter: @cdomebslaw
Email: info@multifamilyinvestingacademy.com
Welcome to The Big Mike Fund Podcast. Today it is my pleasure to have Robert Nickell here on the show with me. Rob is another brother from the Collective Genius Mastermind. He’s also known as the “Master Blaster of the Virtual Assistants.” While he is an expert in virtual staffing, it was his career in real estate that got him there.
Today we’re talking about virtual staffing and virtual assistants, productivity, documenting processes, and Rob’s business, Rocket Station. Rob talks about how small businesses and large companies use virtual assistants and what sorts of things virtual assistants do.
Minute Markers:
00:20 – Welcome
01:00 – A little bit about Robert Nickell
03:20 – Living in a modern world/the need for virtual assistants
11:00 – VA work is scripted work
12:35 – VA productivity with small companies
14:00 – Documenting processes
20:30 – Staffing at VA Services
25:15 – Near-shoring and Out-shoring (outsourcing)
28:40 – The best way to reach Rob
30:38 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“It’s so easy now, for everything to be interconnected, whether you’re a small business with just a couple of people working in the day-to-day or you’re a publicly traded company. We all operate very similarly today.” – Robert Nickell
“Most companies, they hire people, you sit next to a colleague, you just kinda watch people, you absorb through osmosis I call it, through just, kind of, working in there. After 2, 3, 4 months, you’ve been around it enough and watched enough that you get it. Even big companies don’t do a good job documenting processes.” – Robert Nickell
“For us it starts with that system mapping, that process documentation. That creates the road map.” – Robert Nickell
“We leverage things like cultural index and other profiling resources that are a big investment for our company but our clients are ultimately the ones that get to benefit from that.” – Robert Nickell
“80% to 90% of the real estate business can be outsourced, whether that’s somebody locally, in your market, or overseas. It’s really easy to take marketing transaction coordination, disposition management, all the day-to-day admin, bookkeeping and accounting, reconciliation (month over month), there’s not really anything in real estate that can’t be done.” – Robert Nickell
Resources:
Rocket Station Website
Greg’s email address: Brooks@rocketstation.com
Welcome to The Big Mike Fund Podcast. Today it is my pleasure and a privilege to talk to friend and mastermind brother, Fernando Angelucci, a real estate and self-storage guru. In this episode we talk about self-storage trends, numbers, “eviction” (or in this case, lien) laws, and Fernando’s process. We’ll also chat about the future of self-storage and Fernando’s future projects and opportunities.
Minute Markers:
00:22 – Hello and Welcome
01:00 – Who is Fernando?
03:20 – Eviction and motivating renters to pay
05:25 – Absorption rate lease-up
07:00 – Self-Storage trends
09:00 – Fernando’s Self-storage “eviction” process
11:15 – Buying existing self-storage facilities
16:00 – Fernando’s new projects and opportunities
20:00 – Upcoming deals
23:50 – Bank loan interest rates
27:12 – Delinquencies and occupancy trends for self-storage
31:15 – The near future for self-storage and cap rates
33:00 – Getting in touch with Fernando
00:00 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“Since the COVID pandemic started and really hit the United States, our occupancies across all of our facilities have actually increased. In some of the facilities where we thought we were at an artificial ceiling on occupancy, we’ve actually exceeded those levels. We’re getting a lot of people coming into the self storage facilities. I think the main reason is self storage serves people in transition.” – Fernando Angelucci
“For maybe every 1 development we do, we’ll buy 10 cash-flowing existing self storage facilities to balance it.” – Fernando Angelucci
“What we’ve noticed is unfortunately for the investors that own assets in the B- and below grade areas—West Side of Chicago, South Side of Chicago—their April 1st delinquencies were massive. Over 60%.” – Fernando Angelucci
“When you have your non-sophisticated sellers (what I call the mom and pops) that may own one or two facilities, those cap rates for us are going through the roof. We’re starting to make blanket offers on any facility that comes in before we even look at it. We’re doing 10% plus cap rate offers and they’re getting accepted.” – Fernando Angelucci
“People are going to step down. Everybody’s stepping down, so the demand for the affordable stuff is increasing while the high-end upgrades people just not. They’re delaying their decisions because of uncertainty.” – Mike Zlotnik
Resources:
LinkedIn: Fernando Angelucci
Titan Wealth Group website
Twitter: @TheStorageStud
The Storage Stud website
Welcome to The Big Mike Fund Podcast. Today I’m talking to Mike Fitzgerald, who lives in (and owns a large portion of) a small town just outside of DC. In this episode we talk about his town of Hagerstown, preparations for the future of the market, what a credibility site is, and we even have a short political discussion on voting for people and not just on party lines.
Minute Markers: 00:20 – Welcome to the Big Mike Fund Podcast
00:40 – A bit about Mike Fitzgerald and Hagerstown, MD
04:57 – Mike’s formula for success in real estate
06:35 – “Rehab” projects
08:08 – Preparations for economic downturn
11:30 – Mike’s thoughts on the future of the market
12:25 – The connection of legalizing marijuana to the recession and the market
13:50 – The basics and value of investing
14:20 – Hagerstown investments
18:45 – Credibility site
20:00 – Political discussion: voting for the people, not the party
22:14 – Advice for real estate investors or people interested in real estate
24:00 – How to get in contact with Mike Fitzgerald
24:46 – Thank you for listening to The Big Mike Fund podcast
Quotes:
“Taking action. Moving forward and taking action and not accepting ‘No’ as an answer.” – Mike Fitzgerald, on his formula for success
“I think we’re due for a recession but I don’t think we’re going to get one for another two years.” – Mike Fitzgerald
“Although I vote (a lot of times) republican, I don’t always vote party line.” – Mike Fitzgerald
“It’s not about what makes you happy for a minute, it’s about what makes you fulfilled for a lifetime.” – Mike Fitzgerald
“That’s actually a great point. The person matters, especially if they are sufficiently independent and if they have great individual thoughts.” – Mike Zlotnik
“Yeah, it’s a difficult time for middle-of-the-road people. They don’t seem to appeal to the extremes and the extremes on both sides seem to be dominating each party.” – Mike Zlotnik
Resources:
Gideon Properties
Michael T. Fitzgerald credibility site (Password: abc)
Article referred in show: “City developer wants to make downtown Hagerstown ‘great again’”
Welcome to The Big Mike Fund Podcast. Today it is my pleasure and a privilege to have Caleb Pearson behind the mic. He is another brother from the Mastermind group. On this episode, Caleb and I talk about Zoom Offers (Caleb’s web-based real estate software), the future of the market, contractors, interest rates, and the prevalence of remote work in the suburbs even before the pandemic.
Minute Markers: 00:22 – Welcome
01:40 – About Caleb
03:00 – What is Zoom Offer?
05:25 – Zoom Offers’ two main features
10:30 – Zoom Offers details
11:55 – The future of the market
14:40 – Political climates, news, and how it affects the market
16:30 – Caleb’s pulse on the market
17:15 – Contractors, vendors, and labor issues
20:20 – Interest rates
22:30 – People living in the suburbs and working in the city or remotely
24:34 – Getting in contact with Caleb
25:49 – Thank you for listening to the Big Mike Fund Podcast
Resources: ZoomOffersNow.com
Caleb email: calebcpteam@gmail.com
Welcome to The Big Mike Fund Podcast. Today I’m talking with Ramon Gonzalez. Ramon is an investor and entrepreneur, based out of Miami, Florida. In this episode we talk about passive versus active investors, Ramon’s risk aversion and his investment philosophies, the importance of building a good team, market cycles, and future predictions.
Minute Markers:
00:22 – Welcome
00:55 – A bit about Ramon Gonzalez
01:47 – Ramon’s investments and business
06:10 – Market cycles and future predictions
10:00 – Miami condos
13:14 – Areas of opportunity
16:30 – Japan model
17:40 – Passive vs. Active (and hybrid)
22:00 – Risk premium
28:00 – Building a good team
33:30 – Final thoughts and reaching out to Ramon
34:25 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“I don’t know of any business that, if the business is growing, the owner is not engaged.” – Ramon Gonzalez
“At this state in the market cycle, no one is going to give you a steal. It’s just not going to happen in a primary market.” – Ramon Gonzalez
“Because of my risk aversion, I come to the party late and I leave early.” – Ramon Gonzalez, about the market and rates
“I think that–a lot of operators–they need to know their market. My market has always been a history of booms and busts but I understand my market. I understand what drives it.” – Ramon Gonzalez
“What you want to do is minimize risk; be nimble; if you can wholesale, get out quickly… Again, mitigate risk and get out.” – Ramon Gonzalez
“The deal has to make sense.” – Ramon Gonzalez and Mike Zlotnik
“Are you investing to learn or learning to invest?” – Mike Zlotnik
“Experience is what you get when you don’t get what you want.” – Mike Zlotnik
Resources:
“Investing in Real Estate Equity: An Insider’s Guide to Real Estate Partnerships, Funds, Joint Ventures & Crowdfunding” by Sean Cook
TF Management Group LLC Newsletter
Both on Board Podcast
Both on Board Instagram
Both on Board, Facebook Group
Welcome to The Big Mike Fund Podcast. Today I’m talking with Dr. Merril Rowe, who is moving from his profession as a professional dentist and changing to a career as a professional passive investor. We met through the Freedom Founders community, run by David Phelps. On this episode, we’re talking about how Merril buys himself time to make his financial and retirement goals, how he sets up his portfolio, stock market investing versus passive real estate investments, and advice on how to bring in some passive income.
Minute Markers:
00:35 – Hey Merril
00:44 – All About Merril
03:13 – Career change into passive investing
04:10 – How Merril generates cash
07:40 – Stock market versus the passive real estate market
08:15 – The rates of return after conversion
10:45 – Diversification and knowing your financial goals
12:29 – Merril’s advice for those getting ready to retire
17:20 – Specific investments and the Tempo Opportunity Fund
25:52 – Merril’s experience with turnkeys
30:25 – Funds and syndications
31:25 – Merril’s additional thoughts and recommendations
35:22 – Thanks to Merril and a final summary
36:15 – How to reach Merril
37:42 – Thanks for listening to the Big Mike Fund Podcast
Quotes:
“But for me, most importantly, it was based on my lifestyle and what I wish to do with my life after I get done with dentistry. Was this going to provide me with the money that I wanted to go ahead and live my life the way I chose?” – Merril Rowe
“Understand, (a) what your basic needs are, and (b) what your wants are. Put it all down on paper because what you need to retire and what you would really like to retire are very often different things.” – Merril Rowe
“First off, you have to learn about this stuff. But secondly, what you do after you learn about it is you look at your situation, you look at the market, you look at your opportunities, and you invest appropriately.” – Merril Rowe
“You’re certainly still working and enjoying a little bit of active income, but you’re preparing to go completely passive. From that perspective, you’re ready to turn off the working switch any day of the week if you feel like it but because you’re enjoying the work, you’re still doing it, and you may sell a practice some point in the future, you don’t have to do this.” – Mike Zlotnik
“You’re building a diversified portfolio. You’re not putting all your eggs in the same basket, you’re spreading the risk around, and that helps reduce the risk because you never know.” – Mike Zlotnik
Resources:
Merril’s Email: merrow8@aol.com (reference Big Mike in the email)
Welcome to The Big Mike Fund Podcast. Today I’m talking with Nathan Trunfio, a new brother from the Collective Genius Mastermind. Nathan hales from Bethlehem, Pennsylvania and has done over a billion dollars in loans on single-family and multi-family assets. He has spent his entire career in real estate as a lender and an equity investor. Now he works as the president of DLP (Direct Lending Partners). Today we’re going to talk about what DLP does, Nathan’s predictions for the real estate market and what trends he sees now, as well as his average costs and returns on flips and new builds.
Minute Markers:
00:22 – Welcome to the Big Mike Fund Podcast
00:48 – A bit about Nathan Trunfio
04:00 – What does DLP do?
06:39 – What does Nathan think about the market today?
13:35 – The trends Nathan has been seeing in real estate
19:00 – The average return on flips, margins, and yields
21:11 – Mike’s Golden Max Ratio
22:24 – New construction trends
25:18 – Construction build costs and DLP models
29:20 – Final thoughts and how to contact Nathan
31:09 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“It’s a lot of hard work because I’m not naturally that smart. You just got to work hard to try to learn and retain.” – Nathan Trunfio
“There’s still a ton of opportunities for good acquisitions and good value creation. You just had to be super disciplined and really know what you’re getting in and out of.” – Nathan Trunfio
“You see a lot of deals falling out because a lot of debt nowadays, especially in the agency type side, is debt service constraints, which again, is a sign of good diligence as lenders in restricting the amount that they’re looking to give them leverage.” – Nathan Trunfio
“The average return on flips was around like the high $60,000 about a year ago. That’s not taking into account renovation amounts because they can’t pull the data to know how much renovation was spent..” – Nathan Trunfio
“I think there’s a lot to say about the build-to-rent space, but I think a lot of real estate investors are also becoming and falling in love with that terminology. To me and to us, the build-to-rent space really only works in scale and in bulk..” – Nathan Trunfio
“If you have the liquidity and the experience to build in bulk whether that’s 20, 30, 40 plus starts and or builds in a given year, quarter, or half a year, then the build-to-rent model can make some space, especially since there’s a huge appetite for a lot of the hedge funds out there to buy the end product..” – Nathan Trunfio
“If you’re not learning, you’re dying. Some of the most successful people in the world (from a business standpoint) are also almost always heavy and avid readers.” – Nathan Trunfio
“I like to use the 75% as the golden max ratio. If you’re a rehabber, your purchase with rehab should not exceed 75%. I know a lot of California guys and they push you sometimes to 83%–84%. It’s crazy. You look at this and it’s like a game of perfection. As long as the prices keep climbing up, it works.” – Mike Zlotnik
Resources:
Nathan Trunfio, email: nate@dlpre.com
What It Takes: Lessons in the Pursuit of Excellence (Autobiography) by Stephen Schwarzman
Welcome to The Big Mike Fund Podcast. Today it is a pleasure and a privilege to welcome Tim Bratz. Tim is a multi-family real estate investor from the Cleveland, Ohio area. He buys, develops, and holds apartment buildings, vacation rentals, & other commercial real estate properties throughout Ohio, South Carolina, Georgia, Florida, Oklahoma, & Texas.
Today we’re talking about the impact that COVID-19 has had on one of his biggest projects: Georgia Plains. We’ll talk a little bit about the background of Georgia Plains and the mechanics behind it. Tim and I also go over his plans for the rest of 2020 as well as his view on the future of multi-family real estate investments.
Minute Markers:
00:29 – Welcome Tim Bratz
04:15 – The courage it takes to trust a sponsor and operator
08:00 – A little about Georgia Plains
14:13 – The mechanics behind Georgia Plains
17:00 – How Tim pays an overfunded project
18:00 – Rent per door on average
21:12 – How did the virus affect the overall project?
28:00 – What are Tim’s plans for the rest of 2020
36:25 – How to get a hold of Tim
37:25 – Thank you for listening to the Big Mike Fund podcast
Resources:
Tim Bratz, Facebook
Tim Bratz, Instagram
Tim Bratz, LinkedIn
Quotes:
“I buy pretty heavy value-add deals like the one that you’re involved in. There is a lot more work but there’s a lot more upside to those.” – Tim Bratz
“When you have that distressed of a property and the property has that bad for reputation, you got to go in and you got to clean up everything before you start rebranding, marketing, and bringing in new tenants because otherwise, you’re just going to track the same type of tenant who’s not respecting the property, not respecting their neighbors..” – Tim Bratz
“When I invest, I want a predictable rate of return. At the same time, I want some equity upside. If I’m going to help somebody make a million dollars. Isn’t that only fair that I get $100,000 or $200,000 also?.” – Tim Bratz
“All this money goes back into the property to reinvest into the property to make sure that we’re providing a clean, safe, functional, cosmetically improved housing for you as the tenant. We explain that. We said, that being said, if you are facing hardship, please reach out to us. Proactively, reach out to us. We’re not going to chase you down, but if you reach out to us, we will put some workout plan together on a case-by-case basis to help you through these difficult times.” – Tim Bratz
“It’s hard to find deals but we do have one deal and it’s a decent deal. It’s the same thing. You can give the deals in the middle of a COVID situation. It’s the right value-add plan. You feel comfortable based on all the numbers you look at, but the uncertainty is still out there. It’s possible that there could be better deals in the future. On the other hand, it does appear. Who knows, right?” – Mike Zlotnik
Welcome to The Big Mike Fund Podcast. Today I have the pleasure of chatting with Frances Newton Stacy. She works for Optimal Capital as the director of portfolio strategies. Frances is also a frequent guest on both CBS, CNBC, as well as Fox Business News as a commentator on Central Bank Policy.
She also blogs about the trading community by helping to recognize key cycles and significant support and resistance levels. Today we’re talking about her thoughts on the future of the economy: jobs, the stock market, real estate, and the general overview of what we may see in the upcoming year.
Minute Markers:
00:50 – A bit about Frances Newton Stacy
04:50 – Frances’ thoughts on the current state of joblessness
07:10 – Things to look out for in the near future
12:00 – Incentive programs for people to go back to work
13:36 – Things happening in real estate
15:20 – Frances’ proposals and thoughts on how to prevent rates from going negative
18:25 – Stocks, the markets, and trading
29:00 – Economist market projections
31:45 – Airlines stocks as an example of cyclical recovery
34:45 – Parting thoughts on what people should or could do with their money
41:55 – What’s the best way to get ahold of Frances?
43:30 – Thanks for listening to the Big Mike Fund podcast.
Quotes:
“Lower rates usually support the real estate market but in a situation where you don’t have banks willing to lend, then that kind of restrains that area. So you may not see that traditional reaction to the rates falling.” – Frances Newton Stacy
“In New York City, 30% of restaurants will never open their doors again. And how many of those 30% actually default somewhere in credit-land?.” – Frances Newton Stacy
“In real estate, you have to wait. We don’t know what the data is going to do but I personally wouldn’t pay pre-COVID prices until I saw what the defaults look like.” – Frances Newton Stacy, on what to do with your money in the near future.
“It would be so much better to give employers and employees incentives to go back to work.” – Mike Zlotnik
Resources:
Previous episode with Frances Newton Stacy
Optimal Capital
Welcome back to the Big Mike Fund podcast. Today I’m talking with my good friend, Jimmy Shiels. We’ve known each other for many years. He’s a humble and genuine guy who classifies himself as a speaker, consultant, and the crazy glue that can help keep families together. The mission for his company, 18 Summers, is to help create relationships between entrepreneurs and their families, which can get strained due to the lifestyle and professional pressures of being an entrepreneur.
With this new reality, situations at home are changing and families are being impacted. Today, Jimmy shares his thoughts on what families can do while they’re at home, in order to take advantage of the time that we have together.
Minute Markers:
00:35 – A little bit about Jimmy
01:15 – 18 Summers
02:00 – How the quarantine is affecting families
04:45 – The story behind 18 Summers
06:35 – One-on-one time and having conversations with your spouse or SO
08:30 – “You should have known better.”
09:15 – Too much technology
10:30 – Family dinners
11:50 – Keeping work and family life separated/multitasking
14:00 – Being separated from family
16:15 – Family retreats/Virtual events
19:50 – Reaching out to Jimmy
20:36 – Parting thoughts
21:44 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“The average person will spend 85% of the time they ever have with their children by the end of their 18th summer because the amount of opportunities starts to delineate because they’re off to college, they’re going into their own life.” – Jimmy Shiels
“The average person–the average family 60 years ago, dinner was about 90 minutes. Now, the average time length for dinner now? 12 minutes.” – Jimmy Shiels
“The days are long but the years are short.” – Jimmy Shiels
“[This quarantine] is a crisis but also an opportunity.” – Mike Zlotnik
“Be present; that’s the most important thing.” – Mike Zlotnik
Resources:
Jim Sheils Official Website
The Family Board Meeting: You Have 18 Summers to Create Lasting Connection with Your Children by Jim Sheils
Welcome to The Big Mike Fund Podcast. Today, I have my friend, John Martinez, from the Collective Genius Mastermind. He is an expert when it comes to training salespeople. That’s what we’re going to talk about today: sales techniques and what it takes to mold or train a successful salesperson. Even if you don’t classify yourself as a salesperson, the information that he shares in this episode can us used in other, related fields (like real estate agents, for example).
Minute Markers:
01:52 – A little bit about John
03:00 – John’s bread & butter training
06:00 – Seller motivation
08:15 – “Reframing of the whole question”
13:15 – Summary of the technique
15:40 – Problem-impacting picture-perfect questions
17:35 – The REI sales economy
19:35 – How does this information apply to agents?
21:50 – Midwest Rev
23:00 – Outbound calling and cold calling
26:37 – REI Sales Academy and Branding/Names
27:59 – Final thoughts
30:26 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“The question that the top acquisition agents or investors ask is not how much do you think your house is worth because then you run into that conversation you talked about.” – John Martinez
“[Salespeople] need to discover, through whatever questions, then you can ask why questions and get them to give the seller or house owner to start talking about their problems rather than what they want for the property.” – John Martinez
“Sales isn’t about pressuring anyone to do anything, sales is just about uncovering the reasons why someone would do something. The only way to get there is to remove the pressure, so people feel safe opening up and then asking questions.” – John Martinez
“If you can’t find the motivation, it’s a useless conversation, but once you find it and you explore it, stress the key points, that’s the path to success.” – Mike Zlotnik
“Is it free will or predeterminism? But if they’re already talking to you, if they’re spending the time, if you just help them a little bit to really see why, why they’re doing this and then the decision is just so much easier.” – Mike Zlotnik
Resources:
Midwest Rev
REI Academy
Today, I’m once again talking with Whitney Sewell, the Director at Lifebridge Capital. Whitney and I talk about the Coronavirus crisis, and its present and future impact on the multifamily space.
These are difficult times for the country and world. Some of you may be losing sleep, or feeling grateful for a reserve budget and conservative underwriting. Stay healthy, keep your distance, and keep washing your hands.
Minute Markers:
01:00 – Whitney’s background
01:56 – COVID-19’s effects on multifamily space now
03:20 – COVID-19’s future impact on multifamily space
04:12 – CMBS freeze and next steps with tenants
06:28 – Proactive about possible job loss and vacancy rates
08:20 – Predicted and projected health perspective on the economy
11:00 – Fear, fluctuating numbers, and looking forward to future opportunities
12:15 – Are deals going to be re-priced or re-traded?
15:23 – Marketing and always looking for more deals
18:53 – Distressed sellers, distressed situations, and big enough discounts
25:40 – Rent’s due: Who will or won’t pay, and why?
32:24 – Reaching out to Whitney Sewell
33:19 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“We had such a hefty reserve budget before we ever planned, before we ever knew anything, obviously, like this was going to happen. I’m so grateful that we did. Now, we can even hit something like this and we’re okay. We’re not losing sleep over it because of that.” – Whitney Sewell
“Is it going to affect us? It’s going to. I think it’s going to affect us all in some way. No doubt about it. Already is. We’re working with our management company. We’re taking strides to be proactive.” – Whitney Sewell
“I think there’s going to be some opportunities for operators that are prepared. I think there’s going to be some opportunities. I think there’s going to be deals too that some operators have to sell and that are going to be discounted. I think we’re prepared for that.” – Whitney Sewell
“People who got properties, unless they have extreme distress, they’re not selling. The people who are buying, I guess they want to get a good enough deal. I think that the business now just broadened quite a bit because of uncertainty.” – Mike Zlotnik
“There’s going to be tenants that are going to still pay their rent because they know they should and they’re supposed to. There’s going to be tenants that can’t pay their rent legitimately, they lost their job, they live paycheck to paycheck, they cannot make it happen. There’s still going to be some that just take advantage of the situation, no doubt about it.” – Whitney Sewell
Resources:
Whitney Sewell
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Covid-19 and the Volatile Stock Market
On today’s episode, I’m once again talking with Chris Miles, an expert in infinite banking, like insurance, and being a housekeeper (and zookeeper) for his own personal Brady Bunch at home. When he’s not being a family man, Chris works with life insurance and runs his own podcast about money called the “Chris Miles Money Show”.
Chris and I are talking about the volatile stock market and insurance, life insurance policies (and Chris’ specific designs), using life insurance like extra liquid reserves, and our policies on financial planning and advice.
Minute Markers:
00:23 – Introduction
00:54 – A little about Chris
02:20 – CoronaVirus and the volatile stock market vs insurance
03:05 – Infinite banking and the Internal Rate of Return
07:38 – Timing the market
09:00 – Investment quadrants
11:11 – How Chris designs policies
12:40 – Needing money from life insurance policies
15:05 – Balloon payments
16:25 – Extra liquid reserves and investing
22:30 – Life insurance and portfolios
26:00 – Financial planning and advice
31:30 – Contacting and following Chris
33:05 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“If you were to compare apples to apples in a savings account, it’s essentially like a tax-free supercharged savings account. But instead of earning point nothing percent, you’re actually earning about at least 4.5% to 5% average per year tax-free” – Chris
“I never tell people you should absolutely do this recommendation of this investment. But I will say let’s look at the different options that are available out there.” – Chris
“Most people are smart. They don’t even realize how smart they are. Given the right coaching and the right education, they can make these decisions without anybody pushing them into anything.” – Mike
“The good old well-known fact is that 80% of the funds can be the index. The active managers don’t necessarily, I don’t know what they get paid for in essence, in the stock market.” – Mike
Resources:
Money Ripples Website
Chris Miles Money Show, apple podcast page
Today, I have the pleasure of talking with fellow mastermind, Cory Boatright. We talk about the COVID-19 pandemic and what it means to the health of the world and to the economy as a whole.
Cory talks about some important practical things you can do with your company and your team whether they are in the office panicking or if they are working from home and panicking. We are in the midst of a storm but we can weather it together if we remember to be safe, be healthy, and take this seriously.
Minute Markers:
00:23 – Introduction
01:10 – Cory on COVID-19 and the economy
05:51 – How do we lead in the midst of a storm
08:10 – Practical things you can do with your organization
13:58 – Summary of important key points
15:45 – Assets and opportunities
24:45 – COVID-19, a regular flu or worse?
30:00 – Shelter in place
32:09 – This is a humanity issue first
34:00 – Finishing on a positive note
35:41 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“My mentor told me a long time ago that whenever you have a headache, it sucks for you, but fantastic for Tylenol.” – Cory Boatright
“You need to overcommunicate right now. If you think that talking to them one time a day is enough, it’s not. You need to overcommunicate with your folks.” – Cory Boatright
“It’s a humanity issue first. And it certainly affects our businesses and our pocketbooks and all these things. Do your part in using sanitizer and taking this seriously.” – Cory Boatright
“TV can be dangerous–the news can be dangerous–just to hear the bad news. At this point, we should all be thinking about what we can do to make a difference, to prepare. I like to call it ‘observing, analyzing, and preparing.” – Mike Zlotnik
“I agree that the only solution right now is this extreme ‘shelter in place’, very-very aggressive, on all fronts, all states, you know?” – Mike Zlotnik
“This is a time of unity too. We need to forgo all of our political differences, and stop political bickering and focus on the health of the nation and the health of the world.” – Mike Zlotnik
Resources:
Cory Boatright, website
Cory Boatright, LinkedIn
Cory Boatright, Twitter
Cory Boatright, Instagram
On today’s episode, I’m talking with Gene Guarino from The Collective Genius Mastermind group. He’s a new member to the group but not new to the real estate market. He’s an expert and a specialist in converting residential properties to assisted living. Today we’re talking about the assisted living market and what makes it tick: the in’s and out’s of the market, the success rates, the break-even points, and all of the nuances.
Minute Markers:
00:23 – Introduction
01:30 – Who is Gene?
02:48 – An example of assisted living real estate
04:53 – The typical monthly cost
07:08 – The operating cost for an average facility
08:21 – A break-even point
11:13 – Three-pack
12:14 – Gene’s educational program
14:36 – The average time a given customer stays in a home
16:39 – Comparison to bigger senior living facilities
17:48 – Home environments versus larger Class A facilities
20:03 – What kind of time investment is required?
23:25 – Passive investment options for folks who want a return
25:00 – Success rates
27:56 – Gene’s BHAG’s
29:30 – Reaching out to Gene
31:19 – Thank you for listening to the Big Mike Fund Podcast
Quotes
“Yes, the economy of scale is a very different environment. Certainly, the home feels cozier as long as they like it. Also, it depends on the type of market.” – Mike Zlotnik
“That is the miracle of technology. It accelerates and continues to accelerate. I don’t think it will ever stop.” – Mike Zlotnik
“The lower your activity or involved in, the lower your rate of return. If you just want to own the real estate and lease it to the operator, you can get twice the market rent and have a nice cash flow in the real estate they couldn’t cash flow otherwise.” – Gene Guarino
“The key to this whole thing is location, location, location. The people that live in the house in the assisted living is all about the demographics of those people..” – Gene Guarino
Resources:
RAL101.com
Today, it is my pleasure and privilege to talk with, fellow mastermind group member (and fellow “phone book celebrity”), Nick Aalerud. Nick talks candidly about his reset stories, the lessons he learned from them, turnkey real estate deals, and the importance of stress-testing the deal. He also talks about his book, Don’t Quit: Stories of Persistence, Courage, and Faith; all of the profits from which go to charity.
Minute Markers:
00:23 – Introduction
02:16 – A little about Nick and his background in real estate
05:37 – Nick’s first hard reset button
08:38 – Where to find cash flow deals/cap rates
12:00 – Multi-family flip/bird strategy
15:09 – Nick’s second hard reset and the lesson learned after
17:11 – Nick’s other real estate investments and business
18:12 – Nick on bigger assets
24:15 – Don’t believe the hype
26:42 – “Don’t Quit: Stories of Persistence, Courage, and Faith” book
28:34 – How to get in contact with Nick
29:28 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
08:05 – I certainly agree with you to do the due diligence learning, to do the due diligence is the absolute key. And owning your own failures or successes is important. An indomitable spirit, you fall, you get up. That’s another key lesson so, it makes a lot of sense. I appreciate your sharing. It’s not easy to share, but it shows you’re not afraid to share even failures, which is a sign of strength.“.” – Mike Zlotnik
14:44 – “And small assets. They’re not necessarily bad assets at all. In fact, they’re great assets. It’s much easier to manage a small renovation than a big project. The exit happens to take place a whole lot faster.” – Mike Zlotnik
06:51 – “Learning to do my own due diligence with partnerships, learning that also taking ownership. I spent 6–9 months being just angry at this other person, other individual. I really couldn’t let it go until someone told me. It was actually Marshall Sylver, the national hypnotist, you might know him. He basically just said, “Own it. This was your failure. No matter what he did, you went through with it. You didn’t do enough due diligence. Why buy out of state your first five deals. Just own it, you made this mistake.” Once I own that for myself, it really helped propel me forward to sharpen my pencil.” – Nick Aalerud
26:35 – “Stress test the deal. I’m sure, I know you do that too. Stress test every deal, 100%.” – Nick Aalerud
Resources:
Nick Aalerud, Facebook
AA Real Estate Group, website
Nick Aalerud, LinkedIn
On today’s episode of the Big Mike Fund Podcast, I had the pleasure and privilege of having Al Beahn from Detroit, Michigan. Al is a real estate investing expert, a lifelong entrepreneur and the founder and CEO of Pioneer Homes, the leading source for cash flow rental properties in Detroit. We talk about the multi-family vs. single-family market, best practices with contractors, and future plans in the real estate market and in the Detroit real estate market in particular.
Minute Markers:
01:19 – Who is Al? What does he do and what is his background?
04:20 – The Detroit market for turnkeys
07:52 – Average, typical cost of rent generated today (for a $60,000 home)
09:19 – The multi-family market vs. single-family market
15:09 – What is driving the Detroit market?
18:34 – What does the future hold for Al?
19:00 – How Al manages his crew
21:29 – Al’s best productivity tools and advice
28:35 – Getting a hold of Al
29:17 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“It has been, I guess, margin compression issue in many markets. It has happened and is happening today, all over the country.”
“To me, it starts with the construction. Every deal we’ve ever done that had any construction, our success and/or failure, came from the construction side of the deal, always.”
“It’s the key to success. You’re measuring and monitoring progress daily.”
“When it comes to contractors, I have always found that trying to find the cheapest guys, you always, always end up spending more money in the end.”
Resources:
Al Beahn, email: al@pioneerhomesus.com
Al Beahn, LinkedIn
Al Beahn, Facebook
Pioneer Homes, website
It is my pleasure and privilege to have minister, private lender, and real estate broker, Lee Arnold, with me on the podcast today. He is coming to us from beautiful Coeur d’Alene, Idaho. In this episode, we’re talking about hard money lending, real estate trends, and our best real estate advice.
Minute Markers:
01:32 – Who is Lee? What does he do and what is his background?
03:35 – Lee’s hard money lending business and the “Circle of Wealth”
05:57 – Why Reg A+?
10:35 – Modern real estate trends
16:45 – How to deal with the more aggressive loans and compressing yields
22:07 – Mike’s opinion of where the economy is heading, as a whole
29:59 – Lee’s best investment advice
33:30 – Lee’s reading recommendation
36:05 – Where to find Lee
36:23 – Lee’s best piece of advice
40:23 – Thank you for listening to the Big Mike Fund Podcast
Quotes:
“We have something here what we call the circle of wealth. The circle of wealth is where we want to educate people first. That’s what my info marketing business is. It’s about educating people in the right ways to invest in real estate, the right types of real estate to invest in.” – Lee
“I do predict that we’re going to start seeing real estate values dropping. I’m seeing more and more realtors sending out these $10,000 price drop emails. This is happening all over the nation from what I’m seeing.” – Lee
“The job of fund managers is not to foresee the future but to prepare for different conditions. If you can prepare for the good, the bad, and the ugly, that helps you quite a bit, no matter what happens.” – Mike
Resources:
Lee Arnold, Website
The Goal: A Process of Ongoing Improvement Kindle Edition by Eliyahu M. Goldratt, Amazon
Today it is my pleasure to have Lance Peterson on the show. He has quite a unique platform in real estate since he comes from a background in technology. Because of both of those passions, he also has his own software for investors called Marko. We talk about what he does as admin for a real estate administration as well as who his typical clients are.
Minute Markers:
01:14 – Who is Lance? What does he do and what is his background?
03:12 – Who are Lance’s typical clients?
06:14 – What capital do you have in the administration?
06:58 – In-house versus Outsource funding
10:50 – Lance’s software, Marko
15:00 – The difference between administering funds versus syndications
17:54 – The annual audit process
22:00 – Lance’s best practices
26:00 – Thank you for listening to the Big Mike Fund Podcast
Resources:
Lance Pederson, LinkedIn
Redwood Real Estate Administration, Website
Audible, website
Capital Attraction: The Small Balance Real Estate Entrepreneur’s Essential Guide to Raising Capital by Matthew Burke, Amazon
Today I have the pleasure of talking with Cory Boatright, a marketer, negotiator, and member of Collective Genius Mastermind. Cory’s wisdom, experience, and friendship is greatly appreciated.
Cory and I talk about the ups and downs in the world of investing, business, and entrepreneurship by maximizing your genius zone and strengths and teaming up with the right people. The multifamily space is not a one-man show. It takes a team to get a deal.
Minute Markers:
01:00 – What’s new in the world of Cory on the personal side?
03:30 – What’s new in the world of Cory on the business side?
04:00 – Making more in the multifamily and commercial space through mastermind partnerships
06:54 – The key to finding deals is to find a distressed property or distressed seller
09:35 – Boots on the Ground: Is a good strategy to go local and befriend brokers?
13:15 – Understand the game by building a team with people who have done deals
15:09 – Multifamily Motivation: Lawsuits and lifestyle
16:49 – Property management company will make or break your asset
19:16 – Ignorant Money: Financing makes a difference with low interest rates, high sales price
22:27 – “You never want to over pay just to get the deal.”
24:35 – Million-dollar Difference: Price you agree on via LOI will likely change before closing
25:43 – How to value assets
26:33 – Increase Rents, Decrease Expenses: Two ways to make money in multifamily game
29:30 – Multifamily advantages include cash flow and minimal tax liabilities
33:40 – Reaching out to Cory Boatright
36:40 – Thank you for listening to the Big Mike Fund Podcast
Resources:
Cory Boatright, Website
Cory Boatright on Facebook
Cory Boatright on Instagram
Investing Capital Group
Apartment Evaluator
Collective Genius Mastermind
Today I have the pleasure of talking with Rob Levy, who has been in the Real Estate business for 30 years. While some people think of it as a going down sector, Rob and I think of it as a land of opportunity. It’s a little bit of all contrarian play in the space retail and America’s going through a transformation in that sector. Today Rob and I talk about how we can take advantage of great pricing and market, balance in the market.
Minute Markers:
00:45 – Who is Rob and what is his background?
04:24 – Why the good old shopping centers are still interesting and why they provide a great investment opportunity
08:00 – What kind of cap rates are you able to get today in retail
11:30 – Value: buying significant reductions to replace the cost
12:42 – The typical value add strategies in the retail sector
15:21 – Other strategic angles
20:00 – How Traffic and Population Growth plays a part in the retail sector
24:49 – Opportunities in the retail sector and possible future shifts
28:30 – Reaching out to Rob Levy
31:16 – Thank you for listening to the Big Mike Fund Podcast
Resources:
Rob Levy, Website
Today David Phelps from the Freedom Founders and I will be talking about real estate funds. We will do a quick overview, talk about what the big picture is (in investing in real estate), and where we’re going today with funds.
Minute Markers:
01:30 – Disclaimer
02:00 – Who is David?
03:43 – Freedom Fighters
04:30 – David’s book, “From High Income To High Net Worth”
05:25 – All about Mike
06:35 – A little bit about different types of investing
08:41 – “What should I invest in first?”
10:40 – Public versus Private Funds
13:06 – Security as trade and exchanges
14:05 – Fund Objective and Investment Philosophy
19:00 – Risk-adjusted return
21:08 – Does the given fund live in quadrant one
22:58 – Diversified versus focused funds
24:20 – Open-ended versus closed-ended funds
27:19 – Equity versus debt versus debt and equity funds
31:12 – Income versus growth versus growth and income funds
37:27 – Who determines what the value is of the various assets in a fund
41:30 – “How do investors receive unrealized gains?”
43:30 – Long term gains and short term gains
46:58 – Income and growth investing
49:54 – Summary of the Tempo Opportunity Fund
54:48 – Freedom Founders
56:42 – Final Thoughts and Thank yous
57:18 – Thank you for listening to the Big Mike Fund Podcast
Today I’m talking to Ryan Parson who is out on the road on the Motorhome and Money Tour for Mile Marker Club. We’re chatting about what the Mile Marker Club is, how to invest your money, learning along the way, and about what you need to consider when you are investing for the first time.
Ryan is the Founder and Chief Investment Officer of the Mile Marker Club as well as its parent company, Heritage Capital USA. As well as providing its members with a larger pool of dollars with which to invest, attracting bigger, better deals and opportunities, the Mile Marker Club also provides its members with a curriculum of wealth education materials.
Minute Markers:
00:39 – Hi Ryan
00:56 – What’s new in the world of Ryan?
02:44 – Why Ryan started the Mile Marker Club
06:04 – What is the Mile Marker Club?
09:53 – Portfolio and Investment Goals
15:57 – The First Steps to Investments
16:52 – How the MMC Helps You Build Your Portfolio
20:00 – Continuously Learning
21:45 – Preach a lot of change, Change one thing at a time
22:06 – Mile Marker Symposium Event Review
22:42 – People need to learn together
22:57 – Are you investing to learn or learning to invest?
23:40 – “It’s lonely at the top.”
26:01 – Build the policy and constantly update
29:28 – Loss Reserves
30:29 – Infinite Return
33:06 – Common Equity
35:26 – When will you be done with the deal?
37:32 – Open-ended funds
37:57 – Final Thoughts and reaching out to Ryan
39:15 – Thank you for listening to the Big Mike Fund Podcast
Resources:
Ryan Parson, Heritage
Mile Marker Club
On today’s episode, I’m talking with economist and trader, Frances Newton Stacy. She works for Optimal Capital as the director of portfolio strategy. Frances is also a frequent guest on both CNBC, as well as Fox Business News as a commentator on Central Bank Policy. She also blogs about the trading community by helping to recognize key cycles and significant support and resistance levels. We’re talking about economic policy and what’s going on in the stock market.
Minute Markers: 00:32 – Introductions
01:50 – Frances’ background
03:36 – Where the stock market is now
04:07 – What is inflation?
04:33 – Late cycle
06:43 – Repo operation
08:00 – The P is historically high
09:18 – The valuation stretch
09:49 – The mechanisms of debt
11:35 – The big reversion
13:00 – Defining inflation
14:37 – Deflation
16:33 – Raising rates too much too fast
21:49 – Why debt? What is debt?
23:35 – Technical recession
26:50 – Real estate investments and the future
30:10 – Reaching out to Frances Newton Stacy
31:11 – Thank you for listening to the Big Mike Fund Podcast
Resources:
Frances Newton Stacy, Twitter
Frances Newton Stacy, email: frances@optimalcapital.com
Today I talk with the energetic #1 Wholesaler in the US last year, Tom Krol. We talk about family and Wholesaling. Not wholesaling furniture, tomatoes, or pajamas, but wholesaling real estate. Tom explains his views on business, what wholesaling is (it’s all about marketing and less about real estate), and coaching.
Minute Markers: 00:32 – Hi Tom
00:59 – Tom’s backstory
03:59 – How Real Estate Wholesaling Works
05:08 – Every wholesaling business should do three things
05:55 – Wholesaling real estate should be like a pawnshop
06:49 – Tom’s definition of a business
07:49 – Wholesaling definition summary
09:54 – What marketing strategies Tom uses for his Wholesaling business
12:37 – The major mistakes that struggling wholesalers make
15:55 – How do people figure out what works?
18:18 – How do you get started & how do you find out the perfect marketing strategy?
20:34 – Constantly be in a mentorship
25:45 – Trust and Verify, know the numbers.
27:22 – Finding the right coach
29:13 – Where to find Tom
30:30 – Final Thoughts
32:20 – Thank you for listening to the Big Mike Fund Podcast
Resources:
Wholesaling Inc
Today I am talking with Chris Miles, the “cash flow expert” on the craziness of a full household, how he creates cash flow for thousands of his clients, his definition of infinite banking, and creating acceleration in your finances.
Minute Markers: 00:28 – Welcome Chris Miles
02:25 – The Business Side of Chris Miles
03:41 – Retirement versus Financial Independence
05:33 – Infinite banking
09:21 – What infinite banking does
11:40 – How Chris helps folks build cash flow
14:50 – How do you tap into equity?
17:39 – Mutual Funds
19:15 – How do we create acceleration?
22:18 – The cost of money versus what you are collecting on the money
23:00 – How Chris works with his clients/where to find Chris
24:13 – Final Thoughts: Infinite Banking
26:12 – Thank you for listening to the Big Mike Fund Podcast
Resources:
Chris Miles
Money Ripples
The Chris Miles Money Show
Today we talked with long-time guest Matt Larson about why Quad Cities is a great place to live and do real estate; the process and statistics for turn-key starter homes; and the ins and outs of working with contractors.
Minute Markers:
00:28 – Welcome Matt Larson
01:05 – About Matt
03:51 – Why Matt Does Turn-Key Real Estate
04:55 – Why Quad Cities Does So Well
05:26 – What You Won’t Get with Quad Cities
06:18 – Home, Sweet Home & The Steady Eddy Market
07:33 – Will Quad Cities Do Well in The Down Market?
09:05 – The “Teeter-Totter” to Determine the Economy
10:22 – What to Do During A Market Crash
11:15 – Advice for Buyers
12:20 – Typical Stats for Turn-Key Starter Homes
16:45 – The Value Growth
19:12 – Executing a 3-4 Month Cycle
23:30 – Work Blueprint with Contractors
25:30 – Project Plan and Budget
28:35 – Working with Contractors
31:00 – Giving Matt Credit
31:45 – Praise for Mike
33:28 – Thank you for listening to the Big Mike Fund Podcast
Resources:
Matt Larson LinkedIn
Easy Street Properties (Property Investment)
Matt Larson: mlarson@easystreetprops.com
My guest today is Jay Conner from Moorhead City, North Carolina. A big, kind shark in a small pond, he works in small-town real estate investments. Today we talk about raising “small money, ‘mom-and-pop’ style money” for real estate deals.
MINUTE MARKERS: 0:30 — Introduce Jay Conner to the show
0:53 — Moorhead City, North Carolina
1:41 — Small city with private funds “Mom and pop money for real estate deals”
2:05 — Why “mom-and-pop money” is great for businesses who need investments
4:17 — Giving Jay Connor credit for his amazing accomplishment
5:11 — How do you go from $0.00 to $2 million in 90 days?
5:37 — Develop a program to offer people
6:18 — “Warm market”
6:57 — Jay’s program
8:34 — Why Jay’s program is perfect for “soft money” lenders
9:09 — How do you bridge the trust between you and a “soft money” lender?
9:40 — “Positioning”
12:15 — Focus on the program
13:46 — The bottom line answer
14:18 — How does a brand new real estate investor do this program?
15:20 — Recap of Jay’s answer
15:28 — One of the best ways-these days-to deliver a message and why
17:13 — The three types of partners
18:07 — How to break through on your warm leads
18:51 — How to host a successful private lender luncheon
19:15 — Who do you invite to a private lender luncheon
20:37 — How to have credibility at private luncheons
21:21 — The good ol’ traditional way to build investor trust in small towns
23:14 — Jay’s free online class
24:00 — Thank you, Jay!
24:16 — Thank you for listening to the Big Mike Fund Podcast
RESOURCES:
Tempo Management Group LLC: https://tempofunding.com/
Jay’s Free Online Class: https://www.jayconner.com/training/wtgtmn-webinar-rev2/
TWEETS “‘Mom-and-pop money is very favorable to you as a project sponsor, as an operator, as a fix-and-flipper, because it’s generally friendly. It’s soft money.” — Mike Zlotnick
“Recorded video in today’s day and age is one of the best ways to deliver a message.” — Mike Zlotnick
“What is it that is going to make them feel good about doing business [with you]?” — Jay Conner
“Education works better than trying to sell them.” — Mike Zlotnick
My guest today is Whitney Sewell, the Director at Lifebridge Capital. He’s involved in real estate syndications. We discuss the basics of syndications and what kinds of deals Whitney is seeing in the course of his work.
Blaine has some helpful suggestions about how to get started in syndications.
MINUTES MARKERS 00:00 — Introduction to the Big Mike Fund Podcast.
00:29 – Welcome Whitney Sewell to the podcast
00:41 — Who is Whitney
03:39 – What Whitney is doing in real estate syndications
05:10 – Whitney’s podcast
05:58 – How someone gets started in syndication
06:34 – How to find sponsors for syndication
12:18 – What kind of syndication deals Whitney is seeing today
17:32 – Examples of interesting deals coming through the syndication pipeline
21:28 – Best practices to find multi-family deals off-market
25:21 – Thoughts and suggestions from Whitney
28:45 – How to contact Whitney
30:00 — Outro to the Big Mike Fund Podcast.
RESOURCES
Whitney Sewell
Lifebridge Capital
The Real Estate Syndication Show
The Road Less Stupid
Whitney@LifebridgeCapital.com
My guest today is Blaine Oelkers, the Chief Results Officer at Freedom Founders Mastermind Group. He has a successful method that helps his clients achieve their financial goals. We discuss his approach to helping his clients and how Masterminds are the perfect tool to do that.
Blaine has some useful reading recommendations and a personal approach that makes him great to work with.
MINUTES MARKERS 00:00 — Introduction to the Big Mike Fund Podcast.
00:22 — Welcome Blaine Oelkers to the show.
01:40 — Who is Blaine?
02:50 — Why Blaine chooses to work from home.
05:14 — How to encourage a desire for wealth and leadership thinking.
07:11 — How the book, Think and Grow Rich helped Blaine.
10:46 — The power of mastermind groups.
11:57 — The differences between Freedom Founders and Collective Genius.
14:42 — The concept of masterminding with God.
17:35 — How to achieve results in your financial goals.
19:30 — Celebrating weekly wins.
19:59 — How to focus your clarity.
20:29 — Staying accountable to your goals and results.
23:16 — Blaine’s contact information.
25:02 — Thank you to Blaine for joining the podcast.
26:11 — Outro to the Big Mike Fund Podcast.
RESOURCES
Blaine on LinkedIn
Blaine’s Tedx Talk
Forced Clarity
Freedom Founders
TF Management Group
Real Estate Investment Fund: How to Choose a SMART Real Estate Investing Fund: Top 10 Biggest Mistakes To Avoid Before Investing Into a Real Estate Fund (Private Money, REITs, Equity, Structure, Tax) by Mike Zlotnik
Think and Grow Rich by Napoleon Hill
Traction: Get a Grip on Your Business by Gino Wickman
The Collective Genius
Today, I offer you a presentation about risk-adjusted returns. Listeners have been asking me, “how do I calculate my risk-adjusted return?” Well, I will do my best to answer that question and cover how variables like investment quadrants, market conditions, and sponsors affect the calculation.
MINUTES MARKERS 00:00 — Introduction to the Big Mike Fund Podcast.
00:22 — Welcome to the show.
00:58 — How to calculate risk-adjusted returns.
01:43 — A little bit about me.
02:44 — How to learn more about my business and contact me.
03:33 — Why do we care about risk adjustment returns?
05:26 — A project must fit your portfolio.
06:32 — Understanding and identifying speculative investments.
07:30 — The pros and cons of the 4 investment quadrants.
08:57 — Quadrant one — cash flow focus.
10:05 — Quadrant two — growth focus.
10:56 — Quadrant three — Speculative grade projects.
11:30 — Quadrant four — ground-up projects.
12:00 — All projects have risk, remember that.
12:33 — The types of risk you can expect.
13:28 — How do you compute risk-adjusted return?
14:17 — The risk-versus-reward side of the capital stack.
14:53 — The pros and cons of Senior Debt.
15:43 — What are Junior Debt and preferred equity?
16:09 — The joint venture equity and common equity option.
16:48 — How do you compute loss reserves?
19:15 — Why market conditions are important.
20:37 — The stress test you can use to help your calculation.
24:39 — My opinion about losses in a normal market.
28:37 — Loss reserves for investment grade projects versus speculative projects.
30:01 — The risk level of Speculative grade projects.
31:18 — ROI expectations regarding investment quadrants.
34:22 — Cash flow expectations regarding the investment quadrants.
37:16 — What is a quality cash flow syndication or a similar fund focused on the cash flow?
41:00 — The role of a good sponsor.
42:45 — Should you invest in individual deals or funds?
45:05 — Thank you for joining me for today’s episode.
45:42 — Outro to the Big Mike Fund Podcast.
RESOURCES
The Big Mike Fund
Real Estate Investment Fund: How to Choose a SMART Real Estate Investing Fund: Top 10 Biggest Mistakes To Avoid Before Investing Into a Real Estate Fund (Private Money, REITs, Equity, Structure, Tax)