Purpose-Driven Wealth: Recent Episodes
Mo Bina
Achieving financial freedom can be one of the most rewarding experiences of your life. Each week, join Mo Bina, as he interviews guests on topics related to alternative investments, mindset, goal setting, philanthropy, and overcoming setbacks and self-imposed barriers. Whether you are a new or seasoned investor, are looking to generate passive income streams, or diversifying your investment portfolio, this is the podcast for you.
Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands.
In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss about specific areas to focus, inefficiencies, repeatability, and risk management, to name a few.
Here’s what you will expect in this episode:
- Core areas of investment, operations, and investment.
- Economic due diligence and related examples.
- Common areas of focus on investment due diligence
- Inefficiencies, repeatability, and government regulation
- Important areas of operational and business due diligence.
- Be willing to walk away, ignore FOMO.
- Key items when analyzing an investment strategy.
- Portfolio risk, correlation of assets, and counterparty risk
- Investment monitoring and internal risk management
- Valuable suggestions for doing due diligence.
About Chris Carsley:
Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.
Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.
Chris Carsley Links:
Website: https://kirklandcapitalgroup.com/
LinkedIn: https://www.linkedin.com/in/chris-carsley-cfa-caia-965696/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Most of us has a full understanding of the challenges that life is throwing at us, yet we understand so little about how our brain works in response to these challenges.
In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Deirdre Morrison in a very interesting conversation about how your brain works, and how to work your way in dealing with marginal losses. Deirdre has previously discussed about how our brain functions and how to better harness its ability. In today’s discussion, they cover the topic of how people can reduce and eliminate these marginal losses and understand how our brain is wired to deal with them.
Here’s what you will expect in this episode:
- What are marginal losses?
- Self-awareness and Self-Observation is the key
- What if we accumulate too many marginal losses?
- Not having enough self-compassion
- What we can do to reduce and eliminate accumulated losses.
- On Discipline and structure.
- Extending compassion and support
- Acknowledging that everyone has to start somewhere.
- Your brain has a core mission to keep you safe.
About Deirdre Morrison:
Deirdre Morrison graduated with a degree in Art and Design, which was a stepping stone on her lifelong journey with ideas, insight, and learning. Early career experience includes the arts sector; public relations and communications; commercial photography, and craft businesses.
Deirdre has worked extensively in helping emerging entrepreneurs and solopreneurs to develop their skills and confidence through group and individual coaching. Additional interests include the Japanese sword art of Kendo and recreational road cycling.
Building on her passion for creativity, ideas, and entrepreneurship, Deirdre works with individual clients and teams in the NeuroCreative™ Studio. She blends applied neuroscience coaching techniques and neuroeducation to help her clients achieve greater understanding of how their brains work, and what this makes possible for them.
She founded the NeuroDevelopment Institute to create greater understanding of the human brain on a global level and build bridges between various levels of interest in this sphere, including practitioners, researchers, and end users.
Deirdre Morrison Links:
LinkedIn: https://www.linkedin.com/in/deirdremorrison/
Client work: https://neurocreative.studio
Non-Profit: https://neurodevelopmentinstitute.com
Podcast: Purpose-Driven Wealth
Episode: Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes
When we go on vacations, we can’t help but wonder how it would feel to own something like that vacation spot you enjoyed. What if you can participate in an investment specifically dealing with vacation rentals?
In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks with Jack Donnell about Fundhomes, and the basics of a fractional investment model in vacation rentals. They also talk about the effect of inflation on these assets, as well as risks associate with them. The fractional investing model can work with alternative investments, as its space is very diverse and new asset classes are coming out every now and then.
Here’s what you will expect in this episode:
- A fractional investing platform for vacation rentals
- How do they curate and vet investment properties?
- A combination of income plays and appreciation.
- Taking into account market corrections and loss of value.
- Preferred markets or geographical areas.
- Correlation of these investments compared to traditional ones.
- The effect of inflation on different assets
- Types of risks associated with vacation rentals.
- Types of investment offered and investors they work with
- Connecting and pooling investors with others
- Having a deep background in property management
- Encouraging people to try fractional investing model in alts.
About Jack Donnell:
Jack Donnell is a seasoned professional with a diverse background in customer success, marketing, and project management. Currently, Jack serves as a Customer Success Associate at Instacart in the United States, where he has been contributing for the past 2 months. Prior to this, he worked as a Growth Marketing Manager at Fundhomes in Newport Beach, California, for 1 year and 2 months. Jack also gained extensive experience as a Customer Success Manager - Onboarding at Sprout Social, Inc. in Seattle, Washington, for 1 year and 6 months, excelling in customer satisfaction and social media marketing strategies. His expertise extends to areas such as product marketing, social listening, Facebook Ads, Google Ads, UTM, Google Analytics, API integrations, and social media marketing. With a background that includes project management and engineering, Jack's professional journey includes roles at SmartSpace AI, Irvine Company, and 10th Street Aquatics. He holds a Bachelor of Business Administration in Business Administration and Management from Brandman University and a Bachelor of Business Management from Montana State University-Bozeman, with a strong foundation in management and marketing.
Jack Donnell Links:
Website: www.fundhomes.com
Email: team@fundhomes.com
Linkedin: https://www.linkedin.com/in/jack-donnell/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Wealth is not only measured by what you have saved, but also by whom you have helped.
In this very special episode of the Purpose-Driven Wealth podcast, Mo Bina shares the table with Joseph Bradford, the founder of B.A.R.E. Truth Inc, as they discuss about the key issues surrounding homelessness in the country, and what their organization does to help as many people as they can. Joseph’s inspiring journey through life gave rise to his initiative.
Here’s what you will expect in this episode:
- A story with the first homeless person he hung out with.
- How he ended up establishing the organization.
- Key programs and initiatives
- Housing program and mentorship for youth.
- Thoughts on dealing with the homelessness issue.
- Humanizing the homeless and partnering with doctors
- How the pandemic has affected their organization.
- Homelessness doesn’t have a face.
- Other events the organization hosts
- Fund raiser drives and dealing with rejection.
- Knowing the right person makes all the difference.
- A purpose driven wealth.
- The vision for the organization
- A call for volunteers, ideas, and suggestions.
About Joseph Bradford:
Joseph Bradford is a dedicated professional with a remarkable career spanning various domains, including mentoring, property management, financial advisory, and talent management. As the Founder of B.A.R.E. Truth Inc, he has spent over seven years tirelessly working to uplift impoverished individuals and families in the Greater Los Angeles Area, offering mentorship and wellness services to empower them to lead healthier, purpose-driven lives. Joseph's five-year tenure as a Property Manager at The John Stewart Company involved providing housing to formerly homeless individuals, demonstrating his deep commitment to improving the lives of vulnerable populations. In addition to his philanthropic work, he served as a Financial Advisor at WFG - World Financial Group and operated as the Owner of Achieve A Dream, a talent management company. Joseph's impressive educational background includes an Associate's Degree in Intermedia/Multimedia from IADT Orlando Fl and a Bachelor of Business Administration (BBA) from Santa Monica College.
Joseph Bradford Links:
Website: www.baretruthinc.org
Instagram: @official_bare_truth
TikTok: @bare_truth_inc
Podcast: Purpose-Driven Wealth
Episode: Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks
We have heard lessons and discussions from market experts focusing on specific sectors of the real estate, but not much on what investors dub as “the ugly asset”. Join us and discover the nuances of the opportunities in the Industrial Real Estate.
In this episode of the Purpose-Driven Wealth podcast, Mo Bina speaks with Judd Dunning, a seasoned broker and the President of DWG Capital. Judd shares his knowledge in evaluating Industrial Real Estate deals, as well as explaining what a Sale-Leaseback is. Between the lessons and the thought-provoking statistics, this is a real estate discussion you don’t want to miss.
Here’s what you will expect in this episode:
- Judd’s family history in Real Estate
- How he got into real estate from entertainment.
- Outlook on industrial and multifamily real estate.
- Why retail investors are drawn to multifamily than industrial.
- People forget the asset type when they see the number.
- What is a sale leaseback?
- The manufacturing sector in investment numbers.
- Discussion on geographic markets.
- The political exposure component of investments.
- Main points on checklist when evaluating a deal.
- Do a rent survey.
- Price per square foot
- Location: know your neighborhood
- Do a background search.
About Judd Dunning:
Judd Dunning is a principal and well-known seasoned broker in Los Angeles. He is the recipient of Los Angeles Business Journal’s 2022 Community Impact Deal of the Year award and a Commercial Executive Broker of the Year nominee, as well as Co-Star Power Broker award winner. With 19 successful years of institutional brokerage at the nation's top real estate firms, Mr. Dunning has executed over $1B+ of transactions and hundreds of millions of dollars in debt and equity placement. In 2021 to 2023, he closed more than $1B in real estate transactional volume including nine sale-leasebacks with a book value of more than $50M. Over his well-established career, Mr. Dunning’s core emphasis has been providing strategic, institutional-level advisory services for stabilized, value-add and distressed retail, office, industrial, multifamily and development assets. He maintains a superior roster of clients, including many prominent institutions, funds and private clients.
Mr. Dunning's and his team's primary objective is simple: to deliver the highest quality commercial real estate transactional investment sale and capital markets advisory possible for his clients via DWG’s seasoned, intelligent institutional-grade platform. Investment Sales. Capital markets. Done. That’s DWG.
Judd Dunning Links:
DWG Capital Website: https://dwgcapitalpartners.com
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Podcast: Purpose-Driven Wealth
Episode: Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles
Market cycles, in the world of wealth management, is a hidden gem hiding in plain sight, but its utility is only for those who understands it in the right context and the right timing.
In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Akhil Patel, author of a new book, The Secret Wealth Advantage, in a very engaging discussion about Economic Cycles in the current context. In Akhil’s first appearance (Episode 28), they have discussed about understanding economic cycles and its implications for investors. Moving forward to today, Akhil gives a very valuable perspective about what to expect in the current market cycle, as well as tips for those interested in the real estate market.
Here’s what you will expect in this episode:
- Key takeaways from Akhil’s new book.
- About The Handbook of Wealth Secrets.
- The main economic cycle.
- Where are we in the cycle now?
- A projection of the next major crisis.
- What can people expect for the remainder of this cycle?
- On the speculative phase for different asset classes.
- Building up a cash reserve and educating yourself
- On major blind spots in the current economic model
About Akhil Patel:
Akhil Patel is the Director of Property Sharemarket Economics, an investment research service that teaches subscribers how to ‘remember the future’ based on leading knowledge of economic and financial cycles.
Akhil became interested in such cycles after his family’s business went through difficult periods during the major recessions in the early 1990s and 2008. He refused to accept the conventional wisdom that these events could not be forecast in advance. After much study, he decided to develop a body of work that would help people – whether they were investors, business owners or those just interested in doing something with their savings.
With professional experience in the UK civil service and international development, Akhil has worked on a range of issues from reviewing large infrastructure deals to helping establish the UK’s £3bn International Climate Fund. He has two masters degrees (in finance and public policy) and a first degree in classics from Oxford.
Akhil Patel Links:
Akhil’s Book on Amazon.com The Secret Wealth Advantage: https://www.amazon.com/Secret-Wealth-Advantage-profit-economys/dp/0857198572/ref=sr_1_1?crid=13IWJ0YIHBKM8&keywords=the+secret+wealth+advantage+-+akhil+patel&qid=1692378476&sprefix=secret+wealth+a%2Caps%2C182&sr=8-1
The book site is: www.thesecretwealthadvantage.com
Property Sharemarket Economics: www.propertysharemarketeconomics.com
Free newsletter sign up: https://propertysharemarketeconomics.com/newsletter-property-share-market-economics/
Boom Bust Bulletin (entry level newsletter): https://propertysharemarketeconomics.com/subscribe-to-boom-bust-bulletin/
LinkedIn: www.linkedin.com/in/akhilgpatel
X/Twitter: @akhilgpatel
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Due diligence is the most important aspect of making an investment. Though an institutional level investment firm has a massive system for making sure everything checks out, it pays to know how these things are going from the perspective of an expert.
Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina interviews Chris Carsley of Kirkland Capital Group. This is a must-see, must-listen episode for aspiring investors, as well as those who have already established themselves in investing. Learn about the importance of due diligence, and how pros like Chris get it done the right way.
Here’s what you will expect in this episode:
- Due diligence in various types of assets
- What are alternative investments and what are the major types?
- Advantages in including alternative investments.
- A true hedge fund and the best risk adjusted return.
- Potential disadvantages in alternative investments
- Due diligence includes operational side.
- Major areas or categories of due diligence
- Dealing with information blocks and site verification
- How institutional level firms perform due diligence.
- Recourse when style drift happens.
- Recurring red flags from their experience.
About Chris Carsley:
Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.
Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.
Chris Carsley Links:Website: https://kirklandcapitalgroup.com/
LinkedIn: https://www.linkedin.com/in/chris-carsley-cfa-caia-965696/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
The journey of a Real Estate entrepreneur can transcend borders if they so choose. Where others aspire to own property outside of the country, some people are already living the dream.
Tune in to this episode of the Purpose-Driven Wealth podcast as Mo Bina speaks with Fletcher Wheaton of Cabo Key Real Estate, as they talk about Real Property investments in Mexico, the environment and atmosphere, and finance basics you need to know.
Learn about the Pros and Cons of buying properties, as well as the related risks and tips for those who want to start buying a piece of paradise.
Here’s what you will expect in this episode:
- Fletcher’s background and moving to Mexico.
- Geographic markets in Mexico
- General environment and atmosphere in Cabo Key
- Language, Tourism, and Transportation
- Pros and Cons in purchasing real estate in Mexico.
- Financing in the US versus other parts of the world
- Pre-Construction and related risks
- Paying attention to market cycles
- Property uses for typical buyers.
- Current demand and supply in Mexico
- Very low property tax
- Tips on buying properties for foreigners.
About Fletcher Wheaton:
Fletcher Wheaton started out in real estate by buying and renting investment properties in his hometown of New Orleans, LA in 2008. In 2015, he fell in love with Baja on a real estate scouting trip to Los Cabos and has lived here ever since. He specializes in pre-construction, vacation homes and investment rental properties - he also owns multiple rental properties here in Los Cabos. Fletcher enjoys the outdoors where you can find him mountain biking, fishing or golfing when he isn’t doing real estate.
Fletcher Wheaton Links:Website: https://cabokey.com/
YouTube: https://www.youtube.com/channel/UCtgoukcsVZ9pOUBnOWsC5Vg
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
Sending money to just anywhere in the world is a simple process but carries a lot of restrictions and limitations. The advent of Bitcoin and its lightning network bypasses those limitations in terms of transferring value with finality in the same acceptable level as being handed a 20-dollar bill where nobody can question that you have that amount of value.
Join us in this episode of the Purpose-Driven Wealth podcast as Mo Bina interviews Christopher Calicott of Trammell Venture partners, the VC industry’s first Bitcoin-native fund. Learn more about why institutions and large players from Wall Street are very interested in accumulating Bitcoin, as well as taking part in developing use cases aside from existing systems and utilities.
Here’s what you will expect in this episode:
- Christopher’s background and early exposure to Bitcoin
- How TVP started, and why the focus on Bitcoin
- Crypto Ventures vs Bitcoin startup investing
- Manipulating bitcoin is a near impossibility.
- Smart Contracts and utility of Lightning Network
- Adoption and use as micro payment system.
- The different variables of growth
- The inevitability of step function in price level
- Wall Street and large players getting involved.
- Hurdles for bitcoin to become a new monetary order.
About Christopher Calicott:
Christopher is the career technologist who knows a few things about the internet, Web2, and bitcoin. Having been there from the start (i.e. before Google was a thing), it’s no surprise that his core strength lies in tech strategy and market analysis.
A native Texan, Mr. Christopher speaks three (yes, three) languages. After an MBA in Madrid, he moved back to Texas to build TVP with an old buddy. The rest is history. Since then, he’s moved the needle on policy by sitting on the Texas Blockchain Council’s board of directors, where he championed Texas HB4474 which was signed into law by the Texas governor. Not bad
Before the world knew the power of decentralization, Christopher witnessed digital currencies fail. But then, an old friend introduced him to Bitcoin. He even recalls extravagant celebrations over wine as its price hit $30 and $100 (gulp). While many scoffed at the prospect, he encouraged macroeconomics professors to take note. As he watched Bitcoin succeed past its expected life, he knew he had a unique opportunity. Thus, TVP was born. Acting as a partner, he’s now participated in countless venture rounds — from Kraken to Unchained and Voltage.
Christopher Calicott Links:Website: https://tvp.fund/
LinkedIn: https://www.linkedin.com/company/trammell-venture-partners
X / Twitter: https://twitter.com/trammellvc
Telegram: https://t.me/trammellvc
Discord: https://discord.com/invite/fqT7urCtnp
https://tvp.fund/whitepapers/bitcoin-venture-capital-research/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Podcast: Purpose-Driven Wealth Episode: Episode 96 - Diamonds - A Cut Above in the World of Investing
The most consistent lesson in investing is that all assets carry a certain risk, and price is dependent on the market. Investors are always on the lookout for new asset classes to help diversify their portfolio as a way to enhance risk mitigation.
Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina talks to Chris Dessi of Diamond Standard about how they created the first and only regulator-licensed diamond commodities. Learn about how they successfully leveraged the blockchain technology in establishing diamond as an investable asset class.
Here’s what you will expect in this episode: A lot of steps to following your passion Dealing with the work-life balance Understanding your time limitations and executing on that Structure and routine help keep you on track. Working with Cormac Kinney – Founder of Diamond Standard The diamond industry, and the supply and demand drivers Leveraging the blockchain technology in Diamon Standard Coin The world's most efficient diamond buyer Democratization of diamonds as an asset class 2% of the mined diamond is a $200 billion market. Correlation of this asset class with traditional investments On investors looking to diversify their portfolio Are there asset specific risks in investing in diamond? An investment vehicle for accredited investors
About Chris Dessi:
Chris is the Chief Revenue Officer at Diamond Standard. He is a renowned serial Tech entrepreneur, 3x author, and TEDx speaker. Chris is the former founder & CEO of Silverback Social (sold to Performline, Inc), winning the SmartCEO Future 50 Award in 2016. Chris has a BA in Psychology from Loyola University Maryland and an MS in Direct and Interactive Marketing from New York University. He regularly appears on CNBC, CNN, Fox News, Good Day New York, & FOX BUSINESS’s Varney & Co
Chris Dessi Links: Website: https://www.diamondstandard.co/ Reach Out Directly to a Sales Associate: https://diamondstandard.idevaffiliate.com/172.html
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Podcast: Purpose-Driven Wealth Episode: Episode 95 - Alternative Paths to Profit - Exploring Private Lending and Life Settlements
If you heard about someone who went through bankruptcy and came out with a higher net worth, would you want to know how they did it?
In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes Rob Napolitano of Grit Partners, and one of the very few people who was able to successfully navigate and beat the turbulent waters of bankruptcy. Rob's shares his knowledge of understanding and mitigating risks in various asset classes, as well as an astounding combined asset portfolio that monetizes time.
Here’s what you will expect in this episode: Rob's background, from mortgage banking to legal support company About Grit Partners and how they can help people The issue of too much debt Understanding, identifying, and mitigating risks The value and risks in distressed assets How to invest in life settlements? On Mortgage notes and life insurance policies. How life settlements monetize time without overhead. Risk mitigation in combined investment portfolio For life settlements, when is an appropriate time to exit?
About Rob Napolitano:
Rob Napolitano is a Distressed Mortgage Debt Strategist and Consultant, guiding investors through a volatile landscape. He specializes in impaired banking, real estate, and life insurance assets, and is also a Boutique Alternative Asset Fund Manager.
He grew up in New York and was raised by parents that emigrated from Italy to the US in the 1960s. He started to learn about real estate at a young age watching his parents work hard, save money and invest in multi-family real estate. In the 2007-2008 financial crisis, Rob found himself over-levered, insolvent and filing for Chapter 13 bankruptcy. Realizing the system is unfairly rigged, he went into defense and offense by and successfully came out of the bankruptcy with a higher net worth. With his in-depth understanding of the system, he went into law school, became a paralegal, and is now helping people guard and protect their children's future.
Rob Napolitano Links:
Website: https://www.capturingtomorrow.com/ LinkedIn: https://www.linkedin.com/in/therealrobnap Email: brillant@capturingtomorrow.com
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Is it possible for individual investors to invest a small amount in real estate from different cities?
In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks to John Green, founder of Nada and City Funds. Nada, as an investment platform, gives anyone access to investing in real estate backed by a team of experts who are overseeing selection of diverse properties in different locations.
Here’s what you will expect in this episode: John's background from mortgage banking to founding Nada. How Nada and City Funds work? Taking Equity without having to refinance Types of properties in their basket of real estate assets. Identifying which cities to designate a City Fund for Evergreen funds, number of assets, and diversification Minimum investment amount and qualified investors Having downside protection in investments. On average holding time for equities
About John Green:
John Green is a co-founder of Nada, where he has served as CEO since its inception. In addition, Mr. Green is a Managing Partner of Cityfunds. Prior to his role as CEO of Nada, Mr. Green spent 10+ years in the mortgage industry where he led teams for Strategy & Innovation, and Risk & Quality. Prior to his career in financial services, Mr. Green was a professional recording and touring artist where he published two albums. Mr. Green has been a member of the American Society of Composers, Authors, and Publishers since 2006. Mr. Green is also an active and published member of the Forbes Finance Council.
John Green Links:
Website: https://www.nada.co/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
How much do you need to invest in fine wine and spirits? Is this a profitable asset class?
Tune in to this episode of the Purpose-Driven Wealth podcast, as Mo Bina sits with Elle Williams, Director of Business Development for Vint. Together, they discuss how the wine and spirits trade works as an asset class, and how anyone can easily participate in these investments through companies like Vint.
Here’s what you will expect in this episode:
How the wine and spirit industry work.
Quality in production and aging characteristics
Wine as an alternative investment
Risks to this type of investment
Drivers of demand and low volatility
How Vint works and the services they offer.
When to liquidate or sell a collection
Who are consumers of these wines?
A significant return and weighing the risks.
Between a security and investing as a bottle
The benefits of fractional ownership
About Elle Williams:
Elle Williams is the Director of Business Development for Vint, the first securitized wine and spirits investment platform. Ms. Seybold began her career as an analyst at MSD Capital in New York. From there she joined Highbridge Capital and, following that, shifted into investment banking with Merrill Lynch. She eventually returned to the buyside with Beekman Capital where she become a Partner and the Director of Research. Throughout her life, Ms. Seybold has had a strong interest in wine, pursuing accreditation in the industry with the Wine & Spirits Education Trust (WSET). Ms. Seybold has her Level III certificate in wine and is pursuing her Diploma with the goal to obtain her Master of Wine.
Elle Williams Links:
Website: https://vint.co/
Email: elle@vint.co
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
What if you could have your own business by getting one through franchising? And it’s not just about food! Join host Mo as he delves into the world of franchising with renowned franchise consultant and author, Jon Ostenson.
In this episode, you will:
Learn the franchise advantage
Know about the franchisee experience from Jon himself
Explore the numbers and compare the risk and investment in franchising
Gain insight on emerging trends and innovations in franchising
Find the perfect fit on starting on your franchise venture- have an overview on what to prepare if you’re interested in getting your own franchise
About Jon Ostenson:
Jon is a Certified Franchise Consultant, owner/investor, author, and international speaker specializing in the area of non-food franchising. He draws on his experience as both the president of an Inc. 500 franchise system and as a multi-brand franchise in serving his consulting clients that are looking to explore business ownership opportunities.
Know more about Jon on:
Website: https://franbridgeconsulting.com/
LinkedIn: https://www.linkedin.com/in/jonostenson/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes Adam Carswell. They talk about the value of communication and its role for success in life. Adam has built an extensive network of professionals, and his ability to connect different people led him to an active role in Liberland as the host of their podcast.
Join as we discover how the ability to communicate impact our ability to develop a solid network of people. Can good communication really help us in growing our investment portfolio? Tune in to know the answer.
Here’s what you will expect in this episode:
On the value and importance of communication
Teaching younger people to communicate effectively.
Recommendations on improving communication skills.
On connecting with others
On growing and nurturing a network
Using Linked to get people connected.
About Liberland
Hosting the Liberland Show
The spirit and ideals of Liberland
On blockchain-based governance
About Adam Carswell:
Adam J. Carswell is an Entrepreneur, Podcaster, a LinkedIn Power-Networker, and New Media Marketing Maverick. He is the Co-Founder of RaiseMasters, the #1 Mastermind for Elite Capital Raisers. Adam earned the moniker “The Voice of Liberty ‘’ as the Master of Ceremonies at Liberland national events and hosts the nation’s podcast; the Liberland Show. Over the years, Adam has interviewed industry leaders such as Grant and Elena Cardone, Doug Casey, Marc Faber, and Rick Rule.
Adam Carswell Links:
Website: https://www.carswell.io
Liberland Video: https://youtu.be/YF3TQKV-IOE
LinkedIn: https://www.linkedin.com/in/ixcarswell
Adam's LinkedIn 101 Course (Need to request access): https://drive.google.com/drive/folders/1rm_pXllNaIJNStrQDbfnLn-F5Z64k87s?usp=drive_link
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes George Bravante of Bravante Farm Capital in a discussion about what you need to know when starting with farmland investments. From his years of experience in this industry, George takes on a journey from selecting properties, ensuring water security, fruit quality, and sustainability.
What are agricultural assets? What do we need to know and understand in getting into the farmland space?
Tune in to learn more about farmland investing!
Here’s what you will expect in this episode:
How George got started with Farmland Investing
Selecting which properties to buy
A structured approach on reliable water sources
On why there are not a lot of activity in the area.
Ranches trade per acre, not by cap rates
What people look for in acquiring agricultural lands.
Ways to add value to agricultural land
Sourcing new farmland opportunities
Due diligence process, potential risks, and downsides
On water security and trends from COVID
On fruit quality, farmer markets, and sustainability
Investing with Bravante Farm Capital
About George Bravante:
George has spent the last 20 years building a vertically integrated farming business. In the early 1990’s he started with a small vineyard and winery development in the Napa Valley of California. This initial taste of farming ignited a new passion for agriculture and investing in the San Joaquin Valley. In the past 20 years Bravante Farm Capital has acquired over $175 million in agricultural assets including, citrus, table grapes, wine grapes, stone fruit and pistachios. Before founding Bravante Farm Capital, He spent 10 years in the real estate private equity business as the President of Colony Advisors, Inc. and was the President of American Real Estate Group before that. Before his time in private equity, he worked for Ernst & Young. He graduated from the University of South Carolina in 1982 with a Bachelor of Science degree in accounting. He currently serves on the board of directors of Sabre Corporation and of the KBS Growth & Income REIT.
George Bravante Links:
Website: https://bravantefarmcapital.com/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
What are RV Parks, and why are they a compelling asset class right now?
In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Paul Moore as he talks about RV Parks. What are the current trends and opportunities in this new type of asset class?
Paul's decades of experience in real estate investing helps provide a value driven perspective in this type of investment.
Here’s what you will expect in this episode:
Big picture thoughts on FUD from investors
On finding undervalued assets
On RV Parks as a compelling asset class
Finding the right operators for projects
Trends in RV Camping since COVID
Impact of remote work revolution
An RV sharing platform
Types and Classifications of RV Parks
RV Amusement Parks with activities
Value Adding opportunities in RV Park space.
Profile of RV Park owners
On typical operations for parks
Preferred locations for RV Parks
On balancing asset allocations
On RV gas mileage and affordability
Advice on entering this type of investment.
About Paul Moore:
Paul Moore is the Founder and Managing Partner of Wellings Capital. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They scaled and sold the company to a publicly traded firm five years later. After a brief “retirement” in his early 30s, Paul began investing in real estate in 1999 to protect and grow his own wealth.
He completed over 85 real estate investments and exits, appeared on HGTV’s House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus on commercial real estate in 2011. Paul is married with four children and lives in Central Virginia.
Paul Moore Links:
Website: https://www.wellingscapital.com/resources
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Owning precious metals, like gold and silver are currently gaining accelerated adoption by the regular consumers as way to protect and store value. So, why is gold taking off right now, and what are the basic stuff you need to learn about owning it?
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Dana Samuelson, the founder of American Gold Exchange and a protégé of the legendary, James Blanchard III. Their discussion takes us from understanding the economic value of gold and precious metals to things to consider when storing them.
Here’s what you will expect in this episode:
Dana’s background and how he got involved in previous metals.
Why are central banks accelerating their purchases of gold?
On de-dollarization and currency fluctuations
The financial situation as tied to China, Russia and Ukraine
Thoughts on dollar alternative as a reserve currency
On owning gold versus fiat and digital currencies
US debt increase, and the purchasing power of dollar
Owning Gold and Silver as your savings or insurance policy
Recommendations on owning physical precious metals.
Counterfeit gold bars versus sovereign minted coins
On vintage US gold and silver coin
On professional storage facilities and its benefits
AGE’s advice to consumers on precious metals.
About Dana Samuelson:
Dana has 42 years of experience in precious metals and rare U.S. gold coin buying and selling. He founded American Gold Exchange, which has an impeccable national reputation for integrity, consistently high service to their clients, reliability, and transparent pricing. They are endorsed by numerous national newsletter writers, educational conference promoters and private investors in the financial, market analysis, real estate and tax professional industries.
A professional numismatist since 1980, Dana worked for some of the most influential precious metals trading companies in the nation before founding AGE in 1998. For nearly a decade he was a personal protege of James U. Blanchard III, one of the true giants of the industry and the individual most responsible for re-legalizing the private ownership of gold in the U.S. His statements has been quoted by Forbes and Market Watch and appeared on Fox Business, and also speaks to groups and conferences on precious metals and macro financial market analysis. He is the past president of the Professional Numismatist Guild, an exclusive nonprofit organization composed of the world's top rare coin and paper money experts, whose primary mission is to make the hobby safe for collectors and investors by maintaining rigorous standards of excellence among dealers. He holds a B.A. from Washington and Lee University.
Dana Samuelson Links:
Website: https://www.amergold.com/
Facebook: https://www.facebook.com/AmericanGoldExchange
LinkedIn: https://www.linkedin.com/company/28141277
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
What is Agricultural Real Estate, and how can this asset class help with the current inflationary market? What do I need to know, and how much do I need to start investing?
In this episode of the Purpose-Driven Wealth podcast, join Mo Bina as he talks with David Chan of FarmTogether about all the basic topics you need to know to get started on Agricultural Real Estate, and how their company can help you grow your investment while promoting sustainability in agriculture.
Here’s what you will expect in this episode:
David's story: From studying meteorology to Agriculture Investing
On Agricultural Real Estate and farmland index
Farmland as an inflation hedge and a portfolio diversifier
On how value is created: income and appreciation return.
Evaluating water security of the property
Strategies on price risk mitigation
A proprietary tool on sourcing investment opportunities
Locations of Farmland Assets
On the selection process of potential properties
On sustainability labels and regenerative farming practices.
The leading harvest farmland management standard.
How can investors participate in farmland investments?
Farmland Investment Education on their website
About David Chan and FarmTogether:
David has over 7 years of experience in finance and technology across agribusiness. He holds an MBA from Harvard Business School and a BS in Atmospheric Sciences from Cornell University's College of Agriculture and Life Sciences. Prior to joining FarmTogether, David was a Senior Private Equity Associate at AMERRA Capital Management, an asset manager that specializes in ag investments. He previously worked at Prudential Agriculture Investments, Gro Intelligence, & Barclays Investment Bank. David is also a member of the LEAD NY's Class 19, a leadership program managed by Cornell for committed leaders in the agriculture and food sectors.
FarmTogether is a farmland investment manager powered by cutting-edge tech. The firm leverages technology and data science to tap into unparalleled farmland opportunities, and to enrich a scalable pipeline of deals to meet investors’ evolving needs. Investors enjoy top-tier institutional-quality farmland offerings, a hassle-free fully digital investment experience, and the opportunity to drive agriculture towards sustainability on a massive scale.
FarmTogether Link:
Website: https://farmtogether.com/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Planning for your future starts today! Join host Mo with guest Kaaren Hall, the visionary founder of uDirectIRA, as they share the game-changing strategy to break free from the limitations of Wall Street-- using your very own retirement account. In this podcast, they explore the benefits of self-directed IRAs that would help you maximize your own assets beyond the stock market.
For this episode:
Learn what is a self-directed IRA
Know the difference and the advantage of it than other retirement accounts
Navigate the misconceptions about having a self-directed IRA account
Explore the aspect of leverage in generating income from your value assets
Know the regulatories of self-directed IRAs
About Kareen Hall:
Kaaren is the President and CEO of uDirect IRA Services. uDirect IRA Services specializes in enabling individuals to take control of their retirement investments through self-directed IRAs. Expand your investment horizons beyond Wall Street with diverse asset options for your retirement funds.
Follow Kaaren on:
https://www.facebook.com/uDirectIRA
https://twitter.com/uDirectIRA
https://www.instagram.com/udirectiraservices/
https://www.linkedin.com/company/851967
https://www.youtube.com/c/uDirectIRA
https://www.linkedin.com/groups/137760/
https://udirectira.com/
info@uDirectIRA.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
With current inflationary environment, how does gold provide an opportunity as an asset? Are there other ways to invest in gold other than owning it physically?
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with David Garofalo of Gold Royalty on the merits of investing in gold, understanding mining equity, and the merits of acquiring mining royalty. David is an industry leader in mining investments, and he and his board of managers have a combined industry experience of over 400 years.
Here’s what you will expect in this episode:
David’s background: 35 years in Mining
On central Banks increasing their gold reserves
On de-dollarization and the current inflation cycle
How can you participate in the gold rally?
Mining Equity vs Royalty
Different Types of mining companies.
Mining Equities and the leverage play
What is royalty, and its benefits?
The best mining jurisdictions in the world
On vetting potential investments
A very successful IPO and growth in revenue
The landscape of royalty space.
On ways to get royalties and rates of return
About David Garofalo:
David Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Gold Royalty since August 2020. He has worked in various leadership capacities in the natural resources sector over the last 30 years. Prior to joining Gold Royalty, he served as President, Chief Executive Officer and a director of Goldcorp Inc., a gold production company headquartered in Vancouver, until its sale to Newmont Corporation in April 2019. Prior to that, he served as President, Chief Executive Officer and a director of Hudbay Minerals Inc. from 2010 to 2015, where he presided over that company’s emergence as a leading metals producer. Previously, he held various senior executive positions with mining companies, including Senior Vice President, Finance and Chief Financial Officer and a director of Agnico-Eagle Limited from 1998 to 2010 and as treasurer and other various finance roles with Inmet Mining Corporation from 1990 to 1998. He was named Mining Person of the Year by The Northern Miner in 2012 and Canada’s Chief Financial Officer of the Year by Financial Executives International Canada in 2009. He holds a Bachelor of Commerce from the University of Toronto and is a Fellow of the Chartered Professional Accountants in Canada and a Certified Director of the Institute of Corporate Directors. He also serves on the board of directors of the Vancouver Board of Trade and the Vancouver Symphony Orchestra.
David Garofalo Links:
Website: https://goldroyalty.com/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Building your wealth means doing multiple strategies in making use of and growing your money. In this episode, Mo Bina gives us a glimpse on exploring alternative investment spectrums with Stefan von Imhof, co-founder and CEO of Alts.co, an alternative investing media company, and community.
In this episode:
Be introduced to Alternative Investments Spectrum
Understand their market value
Know their placement and value in the market
Learn how to invest in value added by these investments to people
About Stefan von Imhof:
Stefan is the co-founder and CEO of Alts.co, an alternative investing media company, community & Reg D investment fund with 75,000+ members. He has a strong background in alternative asset analysis and valuations. He also created the Due Diligence Program while he was Head of Product at Flippa.
Link: https://alts.co/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Traditional investment has been practiced for quite a few generations of investors now and has been largely successful and reliable. However, the current evolution of technology and market trends has produced more asset classes that could call into question that reliability. Is the traditional portfolio good enough, or could we be missing out on opportunities here?
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Drew Spaventa of The Spaventa Group (TSG), about traditional investment portfolio versus alternative investments. Learn how TSG helps investors through sound financial planning, seeing through the hype, and promoting financial education and awareness for their clients.
Here’s what you will expect in this episode:
Drew's background: From a stockbroker to launching TSG
On Alternative Investments
Disadavantages of the 60/40 Portfolio
On diversification of assets and more options for investors
How alternative investment industry changed?
On educating people about asset classes and financial strategies
Technology in investing.
How TSG provides investment opportunities
Chasing an idea vs chasing the team behind it.
Process of vetting potential opportunities
Utilizing a network to get access to financials.
On red flags and dealbreakers
On company valuation and growth
Projected trends in the next 5-10 years
On retail investment, liquidity and short-term mindsets.
On clarifying liquidity with clients.
On inflation, financial planning, and putting money to work.
On TSG subsidiaries focusing on specifics
About Drew Spaventa:
Drew Spaventa is the fearless founder and CEO of The Spaventa Group (“TSG”). After over a decade in finance as an investment manager, managing director, and fund manager, Drew decided to achieve his vision of creating an “investment firm of tomorrow”, and thus TSG was born. Drew is currently a member of the Forbes Finance Council and regularly appears on top podcasts.
Drew Spaventa Links:
Website: www.tsginvest.com
Facebook: www.facebook.com/tsginvest/
Twitter: twitter.com/tsginvest
LinkedIn: www.linkedin.com/company/tsginvest
IG: @tsginvest
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
The real estate market is without question, a massive structure, and for anyone who wants to start investing in it, the first question is, where and how do I take a bite?
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Shannon Robnett of Shannon Robnett Industries (SRI) on a very clever discussion about real estate, tenants, different asset classes, current financial crisis, geographical markets, and an amazing insight into utilizing blockchain technology as a way to secure your investments.
Here’s what you will expect in this episode: Shannon's background: Construction and Development On assets developed and drivers for growth in Idaho On looking forward the next 5-10 years Commercial Real Estate market in Idaho On other geographic markets SRI is working on About Industrial Real Estate and its advantages About Flex and Multi-Tenant Spaces and tenants that stay. On moving to Houston and related economic factors On Florida business politics and market aspects Funding, development, syndication, and catering to multiple investors Blockchain based tokenization on real estate equity and debt. Benefits, drawbacks, and technology development for tokenization. On blockchain transparency versus current banking system Current market outlook, and the demand for housing and industrial properties.
About Shannon Robnett:
Shannon Robnett has been a leading real estate developer and syndicator in Boise, Idaho. He comes from 5 generations of real estate professionals. They specialize in the acquisition of development land, entitling it, and once ready for construction they involve their syndication partners in the actual real estate. Shannon Robnett Industries is the vision led parent company of three subsidiaries (My Vertical Equity, Phoenix Commercial Construction, and EMS Property Management). With over 25 years of experience, Shannon has been involved in over $350 million of construction projects. He is also the host of the podcast show, Robnett's Real Estate Rundown.
Shannon Robnett Links:
Website: https://shannonrobnett.com/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Ever dreamed about having a lucrative income without the hard work of a regular nine-to-five job? This episode is for you! Join Mon Bina as he talks with Dustin Heiner, Founder of MasterPassiveIncome.com. In this episode, Dustin shares his experience on building and earning from his passive income and how you can start yours, too.
For this episode: Learn a mindset change about risk and investment How to start setting up your systems as a passive income investor Have an overview on location and property studies and the reality of taxes Learn how to choose properties Understand how time can be your most valuable resource as an investor
About Dustin Heiner:
Dustin Heiner is founder of Master Passive Income and the Master Passive Income Podcast where he reveals his real estate investing business and rental property strategies that he used to quit his job at the age of 37. With his books, online courses, personal coaching, he helps many real estate investing students build an automatic business that makes monthly cash flow so they can quit their job and live the dream life.
Catch up with Dustin on:
Text: RENTAL to 33777 Website: https://masterpassiveincome.com/freecourse Website: https://rewbcon.com 10% OFF Use promo code: PODCAST Instagram: https://instagram.com/thedustinheiner
Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Discover the world of land flipping with Mo Bina and David Van Ginhoven in the latest episode of the Purpose-Driven Wealth podcast! Join David, a specialist in land flipping with Land Profit Generator, as he shares his expertise and insights on this less risky, less expensive, and less competitive real estate investment model that can be done remotely. From his system for buying and selling land without agents or brokers to his marketing strategies, David's goal is to educate and support those who want to make land flipping their first investment strategy.
Here’s what you will expect in this episode… Land flipping as a less risky and less competitive real estate investment model System for buying and selling land without the involvement of agents or brokers Marketing strategy for finding potential sellers through direct mail Criteria for picking a county and area for land flipping, including path of growth and high demand Resources for learning more about land flipping, including a podcast and Facebook group And so much more!
About David Van Ginhoven:
David Van Ginhoven is a virtual land flipper and the owner of Easy Land Investing, a business that helps people invest in land. He buys and sells properties across 17 states in the United States and in 2 countries. His business focuses on land investments ranging from hundreds to millions of dollars, and he has been helping beginners make their first investment since 2016.
Connect with David Van Ginhoven on… Website: http://www.learnlandflippingpodcast.com/ Facebook Group: https://www.facebook.com/LandProfitGenerator/ Twitter: https://twitter.com/davidvaninvest
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Join Mo Bina and Eric Yakes in this insightful episode of the Purpose-Driven Wealth podcast as they delve into the world of finance and Bitcoin. Eric, a finance and economics graduate, shares his journey in the financial industry and how it led him to the revolutionary Bitcoin space. He believes that Bitcoin can bring a private alternative monetary system that will enable freedom for many different people and reduce the size and power of governments. He views Bitcoin as a revolutionary technology that can significantly impact what it is capable of doing for society in the long run. This episode is a must-listen for anyone interested in understanding the properties of money and the potential of Bitcoin as a new form of currency.
Here’s what you will expect in this episode… Eric's background and how he got interested in Bitcoin The role of the Federal Reserve and primary bank dealers in creating demand for government bonds, leading to inflation and wealth inequality Bitcoin's potential as an alternative to fiat currencies and traditional financial systems The properties of money and how they relate to Bitcoin's role as a potential new form of money Eric's view on Bitcoin as a revolutionary technology that can significantly impact society in the long run, despite the difficult transition from the current financial system And so much more!
About Eric Yakes:
Eric Yakes graduated with a double major in finance & economics from Creighton University and 3 years later earned my CFA charter. He began his career at FTI Consulting in their Corporate Finance and Restructuring group for the TMT industry and then moved to Lion Equity Partners, a distressed buyout private equity fund.
All the while he intently followed Bitcoin, and its development eventually led him to author the book: The 7th Property: Bitcoin and the Monetary Revolution. He is currently working towards building a bitcoin financial services business.
Connect with Eric Yakes on… Website: yakes.io Twitter: @ericyakes LinkedIn: https://www.linkedin.com/in/eric-yakes-598a6956/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Looking to become a wicked smart real estate investor? Look no further than the latest episode of the Purpose-Driven Wealth podcast, where Mo Bina sits down with real estate expert and bestselling author Chris Prefontaine. Chris is the CEO of Smart Real Estate Coach and has been in the real estate space since 1991. In this episode, he shares his journey and expertise on creative financing and buying properties on lease purchase or owner financing. Chris emphasizes the importance of managing expectations and fixing the need for a deal before entering the Wicked Smart Community.
Here’s what you will expect in this episode…
Chris Prefontaine's Real Estate Journey and Strategies The Benefits of Joining the Wicked Smart Community for Real Estate Investing Understanding the Volatility of the Real Estate Market and How to Pivot Creative Financing: A Key Strategy for Real Estate Investors Hard Work and Perseverance: Essential Elements for Success in Real Estate Investing And so much more!
About Chris Prefontaine:
Chris Prefontaine is a successful real estate expert, author, and CEO of Smart Real Estate Coach. With over 31 years of experience in the industry, Chris has built a successful career in constructing new homes, owning a Realty Executive Franchise, running his own investments, and coaching clients throughout North America. After the 2008 market crash, he reengineered his business to weather all economic cycles and now helps students navigate the constantly changing real estate industry. Through his own creative financing business and coaching, Chris and his team help students across North America achieve financial freedom by doing real estate deals.
Connect on Chris Prefontaine: http://wickedsmartbooks.com/purpose/ https://wickedsmartacademy.com/mastersclass https://smartrealestatecoach.com/family/#chris-pre LinkedIn: https://www.linkedin.com/in/chrisprefontaine/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he sits down with Josh Ziegelbaum, Director of Investor Relations at Legacy Group. Discover why Legacy Group invests in Latin America, particularly in Colombia, and their flagship portfolio company, the Green Coffee Company. Josh emphasizes the importance of diversification across asset classes and geographies for investors, as well as the risks associated with investments in Latin America. He also shares the company's plans to acquire more land and grow up to 15,000 acres in the US by the end of 2023.
Here’s what you will expect in this episode…
Importance of diversification across asset classes and geographies for investors Legacy Group's investment focus in Latin America, primarily in Colombia Discussion of flagship portfolio company, Green Coffee Company Risks associated with investments in Latin America, including weather and political risks Legacy Group's business plan to acquire more land and grow up to 15,000 acres by the end of 2023 in the US
There is still so much more to learn so tune in!
About Josh Ziegelbaum:
Josh Ziegelbaum is the Director of Investor Relations at Legacy Group, a Fort Lauderdale-based alternative asset manager that targets investment opportunities in Latin America. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. He was also a Private Banker for Wells Fargo, where he focused on complex credit needs and investments in public securities. Josh studied economics at Rutgers University and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.
Connect on Josh Ziegelbaum: Website: https://legacy-group.co/ Email: investor.relations@legacy-group.co LinkedIn: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/ LinkedIn: https://www.linkedin.com/company/legacygroup/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Episode 75 - Living A Fantastic Life
If you find life to be always a constant struggle between getting by and getting even, take a moment to join us in this inspiring episode of the Purpose-Driven Wealth podcast. Join Mo Bina as he talks with Craig Coppola author of The Fantastic Life and a founding principal of Lee & Associates Arizona, as they discuss about living a fantastic life along with simple but powerful concepts to help you take that step towards it.
Here’s what you will expect in this episode… From baseball to real estate, how Craig got started About Craig's book: The Fantastic Life The 2% rule and living the fantastic life Doing nothing in moderation Knowing your stories Turning negative to positive thoughts Get a win every day. Catching Hope Clarity Finding your Purpose On getting knocked down by life Charity and community Hiking and "10% for the Trail"
About Craig Coppola:
Craig Coppola have been a Commercial Real Estate office broker for over 37 years and one of the eight Founding Principals of Lee & Associates Arizona. He is the highest producing broker in Lee and Associates' 40+ history and have completed over 3,900 office space transactions. He is also the current CEO of CRE OneSource, an online collaboration platform that is elevating the way commercial real estate professionals complete transactions.
He currently holds the top three industry designations: CCIM, SIOR, and CRE. Less than 33 people worldwide hold all three designations. He is also one of only 17 professionals in Arizona who hold both CCIM and SIOR designations. In 2020, he received the NAIOP Award of Excellence.
Craig Coppola Links: Website: https://thefantasticlife.com/ Blog: http://lifeies.com/ LinkedIn: https://www.linkedin.com/in/craigcoppola/ https://www.gettingunplugged.com/about https://c2advisors.com/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Episode 74 - Investing Like A Data-Driven Guru
Data Science is everywhere. It is applicable even in the commercial real estate business, as a way to understand and be ahead of the market trends. Think about corporate offices and how much difference there is in utilization pre and post COVID 19; having access to simplified data science gives you the ability to make the right choices in the right time.
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Neil Bawa of Ugro and Grocapitus about the strategic perspective of applying data science in commercial real estate investment companies. Also in the discussion are very valuable insights into the current events on interest rates, inflation, and world economy.
Here’s what you will expect in this episode… How Neal started in Real Estate Applying Data Science in Real Estate and simplifying it for anyone interested. Investing opportunities in smaller cities. Following data science even if it means reinventing your approach regularly Understanding Build to Rent and Quality of Tenants Asset classes growth changes over time The debacle of office buildings On interest rates, inflation and recession Outlook on the US and world economy Why the US is the strongest economy.
About Neal Bawa:
Neal Bawa is CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. His companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for nearly 800 investors. The current portfolio over 4,800 units, has an AUM value (upon completion) of over $1 Billion. He shares his team’s unique and cutting-edge real estate data methodologies to connect with geeky and nerdy (or just data driven) investors who share his vision - That Data beats gut feel by a million miles. Over 10,000 real estate investors have taken his free Real Estate Data Analytics course on udemy.com and the course has over 1,000 five-star reviews. Neal speaks at dozens of real estate conferences across the country and virtually, on the Internet. Over 5,000 investors attend his multifamily webinar series each year and hundreds have attended his Magic of Multifamily boot camps. His facebook and meetup groups have tens of thousands of investors.
Neal Bawa Links: https://multifamilyu.com/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Episode 73 - Don't Be Fooled By The Financial System
Investing in the stock market is an enigma to most, even in those who invest in it. There is a massive amount of data to process, and you wouldn’t know where to start. What if you can find that staring perspective that provides a very detailed insight into the stock market game?
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Gil Baumgarten about the Securities and Investment Industry and several key concepts to give you a unique insight into stock market investing.
Here’s what you will expect in this episode… How Gil started: from a broker to starting his own firm. On financial advice: difference between a broker and a fiduciary How Segment works with Schwab, their primary custodian. Advantages of ETF over actively managed mutual funds. Advantage of having an advisor Chasing hot stocks and generating losses. The way to build wealth. The kind of company Warren Buffet buys. Beta versus Alpha and the correct way to look at dividends. Talking about Gil's book Why people are making bad decisions on buying stocks. Understanding the market game. Finding somebody who understands the market.
About Gil Baumgarten:
Gil Baumgarten is a 38-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. In 2010, Gil left the brokerage world to start Segment, a fee-only firm where the interests of the client could align with the interests of the firm. The Houston Business Journal ranks Segment among the Largest Houston-Area Wealth Management Firms. In 2021, Gil published his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System.
Gil Baumgarten Links: Segment Wealth Management: https://segmentwm.com/ FOOLISH the book: https://segmentwm.com/blog/ Gil’s Musings: https://gilbaumgarten.com/book/ Disclosure: https://segmentwm.com/important-disclosure-information/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
In this episode of the Purpose-Driven Wealth podcast, Mo Bina sits down with Michael Drew, a publishing industry expert with over 1000 number-one book rankings on Amazon. Drew, the co-author of Pendulum, discusses the concept of societal cycles and how they influence marketing, politics, and social media. He also delves into the dangers of taking good things to an extreme and demonizing those who hold different values. Join the conversation as they explore the rise of counterculture movements, the loss of personal freedom in the digital age, and the significance of the zenith point in societal change. Don't miss out on this thought-provoking discussion on the evolution of societal values and their impact on our lives.
Here’s what you will expect in this episode…
Bestselling author and publishing industry expert discuss book marketing and co-authoring 'Pendulum'" Understanding the Me vs. We Cycle in Human Psychology Exploring Cultural Cycles and their Impact on Society Discussing Censorship, Freedom, and Lazy Stupidity And so much more!
About Michael Drew:
Michael Drew is a marketing expert, author, speaker, and coach who has promoted 109 books to the New York Times best-seller list. He founded Promote a Book, a marketing agency that specializes in marketing authors and their work. Michael's purpose is to help others find their voice and share it in the most effective, persuasive, individual, emotional, and transparent way possible. Over the course of more than a decade, he has helped hundreds of authors hone their message and strengthen their voice, launching over 79 books onto national bestseller lists. Michael is passionate about teaching people how to understand the market, refine their message, and truly speak to today's and tomorrow's customer.
Michael Drew Links: http://promoteabook.com/ http://bookretreat.com/ http://bookoutlining.com/ https://www.youtube.com/watch?v=04c8e_W8jmg LinkedIn: https://www.linkedin.com/in/michaelrdrew/
To access a free copy of Pendulum, please use this link: https://www.dropbox.com/s/yfuj2xktztkovyg/Pendulum%20Book%20Update.pdf?dl=0
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Take advantage of this episode 71 of the Purpose-Driven Wealth podcast! Join Mo Bina and his guest, a certified block chain professional and author Jesse Berger, as they discuss Jesse's book "Magic Internet Money" and Bitcoin's potential as a means for human freedom. Berger explores the differences between fiat currency and Bitcoin, highlighting Bitcoin's fixed amount, predetermined schedule, and tangible cost in mining. He also discusses the drawbacks of Bitcoin and how it can be a more attractive alternative to fiat currencies in countries experiencing high inflation. The conversation emphasizes the importance of individual responsibility in learning about Bitcoin and thinking critically about information and the potential benefits of adopting block chain technology.
In this episode, you will learn about…
Bitcoin and the concept of sound money, including the qualities and characteristics that make money fundamentally better. Jesse's book on Bitcoin covers various topics such as the origins of Bitcoin, the definition of money, the role of economics, innovation, resilience, scarcity, competition, governance, freedom, and drawbacks of Bitcoin. The potential impact of central bank digital currencies on Bitcoin and the outlook for Bitcoin in the future Various aspects of Bitcoin and its potential to revolutionize the financial system And so much more!
About Jesse Berger:
Jesse Berger, the author of the best-selling book "Magic Internet Money: A Book about Bitcoin," believes that fixing money can fix the world. With over ten years of experience in consulting in financial services, market research, project management, and writing about Bitcoin, Berger has managed investments for high-net-worth clients, led projects for business owners and Fortune 500 executives, mentored graduate students, and coached colleagues. In 2016, he even led the winning team of The Economist magazine's 2016 MBA Investment Case Competition. In 2020, Berger self-published his book, which has become a hit in the crypto world. With his expertise in the field, Berger explains the concept of sound money and how Bitcoin can be an alternative to fiat currency.
Catch Jesse Berger on... Website: www.magicbitcoinbook.com Twitter: https://twitter.com/jayberjay LinkedIn: https://www.linkedin.com/in/jesseberger1/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Take advantage of this episode 70 of the Purpose-Driven Wealth podcast! Join us as we welcome Chris Rawley, a 29-year military veteran and founder of Harvest Returns, who discusses an innovative investment platform that brings together investors and farmers in the agriculture industry. Discover how Chris' extensive travels in Africa led him to invest in farms and start his platform, which democratizes access to agricultural investments beyond the reach of smaller farmers and those in niche agrarian spaces. From grass-fed cattle to indoor agriculture and hydroponics, we explore the many investment opportunities in this wide-open space, often providing safe and risk-adjusted yields. Tune in as we discuss everything from commodities and inflation to crowdfunding and different investment strategies within the industry.
In this episode, you will learn about…
Chris’s background and how it led to his involvement in agricultural investing Harvest Returns, a platform for investing in agriculture, and the niche agricultural spaces it focuses on Indoor agriculture and its various types, including hydroponics, greenhouses, and vertical farms Investment opportunities in the agricultural space And so much more!
About Chris Rawley:
While serving as a career naval officer, Chris Rawley visited dozens of war-torn and poverty stricken countries and began to appreciate the importance of agriculture to every single person on earth. As a professional investor with this new found appreciation, he decided to invest in a farm, but quickly discovered that these types of assets were inaccessible to the average person. The problem drove him to create Harvest Returns in 2016 to democratize investments in agriculture.
Rawley has held corporate management roles in Jones Lang LaSalle, Electronic Data Systems, L-3 Communications, and served as a defense consultant at Special Operations Command with Blackbird Technologies. He has invested in real estate and income-producing agriculture for nearly two decades. Rawley is an angel investor in early stage agriculture and food companies, including the Indian agriculture FinTech company Jai Kisan. He serves on the advisory board of the AgTech start-up AgroFides.
Catch Chris Rawley on... Website: https://www.harvestreturns.com/ Facebook: https://www.facebook.com/harvestreturns/ LinkedIn: https://www.linkedin.com/in/chrisrawley/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Take advantage of this special episode of Mo Bina's Purpose-Driven Wealth podcast with his guest Noel Bagwell. Noel shares his journey of overcoming trauma and how he founded his leadership consultancy firm "Lead Again" to help others do the same. With a background as a practicing attorney and a philosophy degree, Noah delves into the importance of self-leadership and how to regain confidence and trust after a setback. He also discusses his experience with depression, anxiety, and weight loss and the role love and support played in his recovery. Noah also shares insights on overcoming financial trauma and the importance of a rational mindset in decision-making. This episode is a must-listen for anyone looking to lead again after a setback.
In this episode, Noel talks about… Lack of confidence and its causes Importance of self-leadership Coping with depressive symptoms and anxiety caused by change and loss of control The role of support and love in healing from trauma Healing from trauma with regard to investment-related setbacks And so much more!
About Noel Bagwell:
Noel Bagwell is the founder of Lead Again™, a trusted advisor to entrepreneurs, investors, executives, and other business professionals. With over a decade of experience, Bagwell helps his clients overcome any setback and reclaim calm amid crisis.
Bagwell offers leadership coaching and mentoring services in the areas of self-leadership, family leadership, corporate or organizational leadership, community leadership, or a combination of these. The roots of his coaching services began informally as an outgrowth of his legal practice. Bagwell has a strong background in philosophy and theology and extensive experience in working through issues related to personal loss and trauma. This has positioned him to provide insight and support to his clients, beyond the scope of the attorney-client relationship. In 2022, Bagwell formalized his services and founded Lead Again™, and is also the author of the forthcoming non-fiction book, "Lead Again: Overcome Any Setback and Reclaim Peace Amid Crisis".
Catch Noel Bagwell on... Website: https://linqapp.com/noel_bagwell Facebook: https://www.facebook.com/LeadAgain/
Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Join Mo Bina and guest, Richard Wilson, CEO, and Founder of Family Office Club, as they discuss safeguarding assets from minor mistakes to prevent severe financial harm and his journey from cold calling to what he is in the industry today. Richard shares that the family office has nothing to do with setting up an office in a house. Instead, it is about needing someone to help plan one's business holistically and look over the balance sheet as one gets wealthier. Because one mistake, like forgetting to file something on time, could have paid for a full-time person to prevent errors from happening. He also talks about the different lessons he learned in every stage of his search for that one niche that will put him in the position of an expert over time. There's more to unpack in this episode! Tune in and enjoy!
In this episode, Richard talks about:
- What drew him to the family office industry
- Creating a family office dashboard
- The turning point in his career
- The value of having an extensive network
- The importance of structuring your investments
- More!
About Richard Wilson:
Richard is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients. Richard works with clients through InvestorClub.com and Doctor's Investor Club, where he helps them access top-screened direct investments. In addition, Richard's 20-person team also operates multiple media platforms, including Dentist Investors, LLC, InvestorResidences.com, Billionaires.com, and CommercialRealEstate.com.
Richard has written three #1 bestseller family office books on Single Family Offices, How to Start a Family Office and Centimillionaires ($100M+ net worth families). Richard has an undergraduate degree in business, an M.B.A., and has studied post-masters psychology through Harvard University's ALM Division.
Catch Richard Wilson in:
Website: https://familyoffices.com/
https://investorresidences.com/
Email him at: richard@investorclub.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode, Mo Bina is joined by guest Jefferson Lilly, founder, and managing partner of Park Avenue Partners, a company focused on expanding the supply of affordable housing. Jefferson believes that growing a business means making himself irrelevant as an owner. It means hiring people to do all the needed processes in the business operations. It also means placing a system for accountability, so you know the status of your business, if all the rent has made it into your bank account, how many tenants have not paid, whether they were given late notice, etc. He also shares how he started and how he scaled his business. To learn more about how Jefferson did it, tune in and enjoy!
In this episode, Jefferson talks about…
- Why mobile home parks are the best investment niche within real estate.
- Helping potential owners connect with a lender or finance
- How people are changing their perception of mobile home parks.
- What are mobile home parks 1.0 and 2.0?
- How do you see the mobile home park space moving forward?
About Jefferson Lilly…
Jefferson Lilly is the founder and managing partner of Park Avenue Partners, which acquires and improves mobile home parks to expand the supply of affordable housing. It is their mission to generate above-average risk-adjusted returns for their limited partners and increase the supply of affordable housing for low-income Americans.
Catch Jefferson Lilly on…
Website: https://www.parkavenuepartners.com/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Join Mo Bina and guest, Gabriel Sadoun, as they discuss tokenization and liquidity. Gabriel explains the essentials of blockchain and tokenization. He also shared about their white label portal where investors can view various assets and then go through the KYC signature data room. This signature will provide extra protection as it makes one's wallet unhackable even if one has been tricked into revealing their key. For real estate investing, they provide tokens on various blockchains in a peer-to-peer trading module to provide liquidity to their investors restricted within that initial group of investors. If issuers want to go further than that, they can plug them into exchanges. So they take care of everything from A to Z, regarding the technology side of things, so that people don't have to hire an army of coders and build a platform from scratch. This episode has more to unpack, so tune in to learn more!
In this episode, Gabriel talks about:
- Blockchain and how it works
- Tokenization
- Difference between tokens and coins
- How can blockchain and tokenization add liquidity to various securities
- Metamask wallet
- More!
About Gabriel Sadoun:
Gabriel is the head of US business development for DigiShares, which he joined in April 2021 to help bring automation and liquidity to real assets market.
Catch Gabriel Sadoun on:
Website: https://digishares.io/
LinkedIn:
https://www.linkedin.com/company/digishares
https://www.linkedin.com/in/gabrielsadoun/
Twitter:
@DigiSharesDK
@GabrielSadoun
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Information is a tool. Some information you think might not be relevant could be used against you in a way you never expected. So you might think you have nothing to protect and so nothing to hide today, but it can change on a day-to-day basis. Join Mo Bina, and guest, Mark Nestmann, in this episode as they discuss financial privacy and protection. Mark shares that this information could be used to take your wealth. For wealth protection, a private account can be opened at a private bank in one of the wealth haven countries, get it off the domestic radar screen, and have it invested in various ways. There’s more to unpack in this episode! So tune in and enjoy!
In this episode, Mark talks about…
- How he got started in the business of privacy
- How do you protect your wealth from someone who thinks they’re more entitled to it than you?
- The Lifeboat Strategy
- The easiest way to become a citizen of another country.
- Is there any point in internationalizing and diversifying your wealth?
- The Alpha’s Strategy.
About Mark Nestmann…
Mark Nestmann is the founder of The Nestmann Group, a US-centric consultancy that helps mostly American clients protect your assets, preserve your wealth and safeguard your future.
His work has been featured in well-known media outlets including The Washington Post, ABC News, The New York Times, Bloomberg News, Business Week and Forbes.
In addition, he has been featured in popular niche publications including The Harry Schultz Letter, The Daily Reckoning, International Living and Simon Black’s Sovereign Man Confidential. He has also regularly appeared on Jim Puplava’s Financial Sense Network, LewRockwell.com, The Oxford Club, The Sovereign Society and many others.
He holds a Masters of Law (LL.M) in international tax law from the University of Vienna.
Catch Mark Nestmann on…
Website: https://www.nestmann.com/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Don't miss this special episode of Mo Bina's Purpose-Driven Wealth podcast, "Vines and Wine - Creating Value in Texas Vineyards," with guest Mason Moreland. A reformed biologist, Mason has been investing in real estate since graduating college and is now explicitly focused on Texas vineyards. Mason shares the innovative approaches his team is taking to increase their number of vineyards. He also covers the numerous benefits of mechanized grapevine management, from improved efficiency and reduced labor costs to Texas's competitive advantages over California for grape growing. Plus, he explains how his team uses syndications to raise investor capital for their projects.
Tune in to hear all the details of Mason's unique approach to investing in Texas vineyards!
In this episode, Mason talks about…
- Mason's journey in real estate investing.
- Different types of lenders in the process of refinancing and how they value vineyards.
- Can we acquire more vineyards and take advantage of economies of scale if these vineyards are in proximity to each other?
- Does Texas have any competitive advantage over California regarding growing grapes?
- Most of the varieties you'll see in vineyards here are totally off the wall.
- And so much more!
About Mason Moreland:
Mason Moreland is a Vineyard Syndicator | Real Estate Investor.
Mason is responsible for growth, process improvement, and finance/risk management at TVC. His superpower is underwriting unique assets, and his passion is finding overlooked opportunities and seizing them. Though he focuses on the Texas vineyard niche currently, throughout his career he has worked in residential real estate investing, oil and gas, and environmental consulting. He is a herpetologist by training and is an alumnus of Texas Tech University. He likes to spend his time with his growing family of six and doing anything that is challenging! If Mason is not on the phone, in the spreadsheets, or in the vineyard, you can find him backpacking in the mountains of Colorado, working on his garden with any (or all) of his daughters, or volunteering with his local chapter of Knights of Columbus.
Catch Mason Moreland on... https://www.texasvinecountry.com/
https://www.linkedin.com/in/mason-moreland/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Don't miss this informative episode of Mo Bina in Purpose-Driven Wealth podcast, "Using Real Estate to Beat Inflation," with special guest, Jason Hartman. Join them as they discuss the power of real estate and how you can use it to beat inflation and create wealth. Learn how inflation-induced debt destruction works and why it is such an effective tool for real estate investors. Find out what markets and properties to look for to maximize your returns and create long-term wealth. Get insights from Jason on how to manage your investments and what to look out for to make the most of your real estate investments.
Tune in now and start your journey to beating inflation with real estate!
In this episode, Jason talks about…
- Jason’s journey in real estate.
- The value of the dollar is going down for most people.
- What’s going on in the real estate market?
- Mortgage burden as a percentage of disposable income
- Why aren’t builders building entry-level housing like they used to?
- And so much more!
About Jason Hartman:
Jason Hartman has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. His companies help people achieve The American Dream of financial freedom by purchasing income property in prudent markets nationwide. Jason’s Complete Solution for Real Estate Investors™ is a comprehensive system providing real estate investors with education, research, resources, and technology to deal with all areas of their income property investment needs.
Catch Jason Hartman on... Website: https://www.jasonhartman.com/
Facebook: https://web.facebook.com/jasonhartman.com?_rdc=1 HYPERLINK "https://web.facebook.com/jasonhartman.com?_rdc=1&_rdr"& HYPERLINK "https://web.facebook.com/jasonhartman.com?_rdc=1&_rdr"_rdr
Twitter: https://twitter.com/JasonHartmanROI
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Join your host, Mo Bina, and guest, Jesse Krieger, the founder of Lifestyle Entrepreneurs Press, as well as Co-Founder and Chief Content Officer of Powerfan.io, as they talk about leveraging Blockchain assets. In this episode, Jesse Krieger discuss how PowerFan is a blockchain-based platform for content creators to monetize their content. He also explains how investors can take advantage of the staking feature of the platform to earn up to 100% APY on their investments. Finally, Jesse shares how PowerFan can be used to help build a brand or business, and that while the platform is technical, the process of using it is not more complex than using any other platform.
In this episode, Jesse talks about…
- What motivated Jesse to start Power Fan.io?
- What’s the overall range of options that people can use?
- What is an NFT and how does it play a role in the platform?
- What is a 30-day lockup?
- What is MetaMask?
- And so much more!
About Jesse Krieger:
Jesse Krieger is an International Best-Selling Author & Founder of The Publishing Consultants Jesse sits squarely at the intersection of publishing and promotion – having signed two publishing deals on two different continents and navigated the world of becoming a best-selling author twice. It has been his honor to work with 100+ authors from around the world to achieve their dreams of writing and publishing a book. With constant exposure to books, trends in publishing and the latest marketing techniques for authors, Jesse has a superpower to see the meaning beneath your words and help craft titles, website copy and your unique author language quickly and effectively. In addition to being featured on over 50 media outlets for his best-selling book Lifestyle Entrepreneur, Jesse has been an entrepreneur his entire adult life and holds degrees from University of California, Berkeley, as well as National Taiwan University and Beijing Normal University.
Catch Jesse Krieger on... Website: https://powerfan.io/
https://www.jessekrieger.com/
Jesse@powerfan.io
YouTube: https://www.youtube.com/channel/UCxVcXAZL_KBKZ7jN0rOKIXw
LinkedIn: https://www.linkedin.com/in/lifestyleentrepreneur/
Twitter: https://twitter.com/le_jessekrieger
Instagram: https://www.instagram.com/lifestyleentrepreneur/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Join your host Mo Bina and guest, Matt Cole, Executive Vice President, the head of product and investments at Strive Asset Management, as they talk about the negative impact that the ESG movement has had on the energy sector. He explains how large asset managers have used their influence to push through shareholder proposals that are not in the best interest of the companies, causing energy companies to make poor decisions and cutting their capital expenditures. This episode also outlines how Strive is working to liberate the energy sector from these negative impacts and is offering competitive fees and services to investors.
In this episode, Cole talks about…
- Strive was founded by Vivek Ramaswamy
- How the ESG movement is being held hostage by the asset management industry.
- The politicization of the asset management industry.
- Social unrest in the world and the need for energy.
- How do the fees compare to other ETF’s?
- And so much more!
About Matt Cole:
Matt Cole is the Head of Strive Asset Management’s Investment Office & Global Fixed Income. Matt is the Portfolio Manager for Strive’s existing passive equity ETFs and will be the lead portfolio manager of Strive’s upcoming actively managed ETF portfolios. Prior to joining Strive, Matt was a Portfolio Manager at CalPERS, where he oversaw more than $70 billion in actively managed and beta replicating Fixed Income portfolios. During his 16 years at CalPERS, the actively managed portfolios Matt directed were among the best performing in the investment industry and did not underperform their benchmark in any single year.
Catch Matt Cole on…
Website: https://strive.com/ Twitter: https://twitter.com/StriveFunds LinkedIn: https://www.linkedin.com/in/mattcole-cfa/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
When one applies for a loan, the process could take several days, only to find out that it was denied. In this episode, Mo is joined by Bradley, CFO/CIO of S&L Capital Group. Bradley shares that borrowers need not talk to an account executive, to an account manager, then have to deal, then go to underwriting, only to find out fourteen days later that they do not have a deal even on a straightforward bridge loan. So he and his business partner found a way to leverage all the available technologies to keep the cost down and cut all the fat out of operation so clients can get an answer on day one. He even dives into the details of private money lending. So if you want to learn more about it, tune in and enjoy!
In this episode, Bradley talks about…
- How Brad met his business partner
- The hard part of hard money loans
- Technological changes in private money lending
- What is the underwriting process like for passive investors?
- His target asset classes in his business
About Bradley Laddusaw…
Brad Laddusaw, CPA, graduated from California State University, Fullerton, with a double major in Accounting & Finance. He started his career in the audit practice of Ernst & Young, where he serviced clients in the Real Estate, Home Building, and Retail Consumer Product industries. Subsequent to leaving Ernst & Young, he joined the Investor Relations team at a Los Angeles-based private lending company, where he quickly moved up the ranks to Vice President of Finance.
In July 2017, Brad started S&L Capital Group, a Southern California-based private lending firm, with his business partner, Corey Siegel, another Cal State Fullerton alumni. Since entering the private lending industry, he has been involved in underwriting and directly placing over $200,000,000 in trust deed investments to accredited investors and Family Offices.
Catch Bradley Laddusaw on…
Website: https://www.slcapitalgroup.com/
Brad@SLCapitalGroup.com
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode, Mo is joined by Ben Kogut, partner and investor relations specialist at HJH investment, and they talk about successfully raising capital. Ben shares that their strategy is to buy assets with significantly less competition and are occupied by high-credit tenants with long-term leases. This makes the cash flow predictable, allowing them to structure syndications to pay dividends to their investors immediately. He also talks about the importance of focusing on one niche and the four rules of cash to be successful. There’s more to unpack in this episode, so tune in and enjoy!
In this episode, Ben talks about…
- How Ben got started in commercial real estate.
- Cap rates for multifamily
- Why he’s not involved in the multifamily space.
- The importance of having a mentality of indifference in the investment process.
- The importance of having a mentality of indifference in the investment process.
- Why he started the Real Estate Niche Show.
About Ben Kogut…
Ben Kogut is a partner at HJH Investments, specializing in investor relations. Ben is also an Austin, Texas-based commercial real estate broker with more than 15 years of experience. His passion is to help investors make wise decisions. Ben studied government and business at the University of Texas and later earned an MBA from the Acton School of Business; he is also CCIM certified.
Catch Ben Kogut on…
Website: https://hjhinvestments.com/
LinkedIn: https://www.linkedin.com/in/benkogut/
Instagram: https://www.instagram.com/benkogut/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Join your host Mo Bina and guest, Tim Krause, head of Investments Crafted, a boutique real estate company that buys and sells raw land. Tim shares his apprehension about going back to real estate investing as he witnessed how everyone he knew who was into real estate lost everything through the crash. So he got into different jobs and started a video production company to veer away from real estate. Surprisingly, he had most production jobs in real estate investing, slowly bringing his interest back. Eventually, he ran across land investing by talking to a client, which required him to research land flipping. He tiptoed his way back by buying a three-acre piece in Arizona for 1800 bucks and became an expert in land flipping since then. To learn more about how Tim adds value to the market, tune in and enjoy!
In this episode, Tim talks about…
- Saving on transaction costs
- How he gets his margin in the business
- Structuring deals and opportunities for investors
- How he finds the sellers that are interested in his property
- What is a secured investment?
About Tim Krause…
Tim Krause has been in and around real estate for the past 20 years. It started when he was 13 years old and worked as a handyman in his Opa’s apartment complexes. From 2005-8, he helped his parents flip about 14 houses. In 2007, he got his real estate license, and only a year later, he watched his parents lose everything after the 2008 housing market crash. After that, he tried many different jobs, swearing he would never return to real estate. About 11 years later, he quit his latest job and started his own video production company. He continued that business for three years, mainly working for real estate professionals. It reignited a drive to get into real estate again, so he started a land investing business in January 2020. He had since become enough of an expert to be featured in an interview and several real estate investing space podcasts in sharing his tips.
Overall, he focuses on how to give the most value to his lenders, sellers, and buyers.
Catch Tim Krause on…
Website: https://investmentscrafted.com/
Email: info@investmentscrafted.com
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
"Rich beyond money." This phrase is the tagline of Freedom Family Office, a company where our guest, Peter Culver, is one of the founders and the chief wealth strategist. Peter shares that most of his entrepreneur clients are, by definition, wealthy, but they're looking for more than just monetary wealth. They wanted to be able to do what they wanted to do with the people they wanted to do it with and not worry about money. In addition, some want to sell their business and ask how to lessen the amount they pay for taxes. So Peter assists them in creating a wealth management plan to help them achieve the ideal life they aspire to have and even lessen their taxes. To know more about Peter's process of crafting wealth management, tune in to this episode with your host, Mo Bina.
In this episode, Peter talks about…
- Peter's background in wealth management
- The three pillars of financial freedom, personal success, and living legacy
- The freedom journey
- What is the difference between alternatives and public investments?
- Are there criteria to be able to work with Freedom Family Office?
About Peter Culver…
With over 25 years of experience in wealth management, Peter is responsible for building a custom wealth plan for each client. He begins with a detailed review of their current asset allocation, fees, and performance, culminating in a tailored strategy that realizes their goals and values.
After graduating from Yale University and the University of Connecticut School of Law, Peter practiced law in New York City and Connecticut for 12 years. His law practice led him into wealth management, representing trust companies and other financial institutions. He then served as Co-Founder and President of Sachem Trust, located in Greenwich, CT, and later as President of State Street Bank and Trust Company of CT. For 14 years, he served as Senior Wealth Director at BNY Mellon in New York City.
Catch Peter Culver on…
Website: https://talktofreedom.com/
https://freedomfamilyoffice.com/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Join Mo Bina and Dan Kryzanowski in this exciting episode of Purpose-Driven Wealth. "Education is Huge!" You might think it's cliche, but to Dan, It's everything! Learn to adjust and adapt as real estate evolves. Dan speaks about his journey from his life at Wallstreet to a successful real estate advisor, investor, and partner. There's more to unpack in this episode. So, tune in and enjoy!
In this episode, Dan talks about…
- Industrial real estate
- What he learned from working with sponsors and syndicators
- How self-directed IRA works
- Why you should diversify your investment
- Why Dan loves investing in entrepreneurs and startups
- Blockchain, Crypto, and NFTs
About Dan Kryzanowski…
Dan Kryzanowski is an active real estate advisor, investor, and partner. Dan has raised millions of dollars across multiple channels, including accredited investors, family offices, and investment advisors, while empowering his partners to grow seven figures on various occasions. He specializes in niche segments, such as industrial and self-storage, complemented by a deep knowledge of tax-advantaged investing.
Dan, a Wharton graduate, previously led commercial real estate initiatives for GE Capital in Mexico and South America. He also received an MBA from Thunderbird School of Global Management, graduating with Distinction (top honors). In addition, Dan holds Series 7 and 66 licenses, is a licensed Project Management Professional (PMP), and recently served as Corporate Board President for Hugh O'Brian Youth Central Texas (HOBY). Dan lives with his wife and son in Austin, TX.
Catch Dan Kryzanowski on…
www.bvcapitaltx.com
https://www.linkedin.com/in/danielkryzanowski/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Creating true wealth is having assets that produce cash flow, which is often found in commercial and residential rental real estate. This notion is what our guest, Paul Moore, founder, and managing partner of Wellings Capital, imparts in this episode of Purpose-driven Wealth. As someone who’s been in the business for years, Paul sees that many folks are speculating instead of investing and have no idea what’s the difference between the two. Take, for example, the things that can be done to multifamily as a great investment and turn it into speculation. He then shares how to refine your investment thesis through strategies for investing, recession-resistant investment, market insight, and more! So tune in and enjoy!
In this episode, Paul talks about…
- Paul’s background in real estate
- The Perfect Investment
- Recession-resistant investments
- Inflationary hedge component of real estate.
- What is the likelihood of stagflation in the future?
- The two most powerful forces ever known to man
- What were the previous funds like, and how are they structured?
- Finding good sponsors
About Paul Moore…
Paul Moore is the founder and managing partner of Wellings Capital, a company that vets and invests in large-scale commercial real estate projects, including self-storage syndications. In the real estate sector, Paul has been investing for more than twenty years—he has completed more than one-hundred real estate investments and exits, appeared on an HGTV special, developed a waterfront subdivision, built and managed a large multifamily property, and launched a successful online real estate marketing firm. Paul co-hosted How to Lose Money, a wealth-building podcast, contributes to BiggerPockets.com and Fox Business, and is a two-time Finalist for Michigan Entrepreneur of the Year.
Catch Paul Moore on…
Wellings Capital website: https://www.wellingscapital.com/
Storing Up Profits book: https://www.amazon.com/Storing-Profits-Capitalize-Obsession-Self-Storage/dp/1947200488/ref=sr_1_1?crid=3AK57H09T7O0N&keywords=paul+moore+storing+up+profits&qid=1648843416&sprefix=paul+moore+%2Caps%2C225&sr=8-1
The Perfect Investment book: https://www.amazon.com/Perfect-Investment-Enduring-Historic-Multifamilyebook/dp/B01M0UDZ4D/ref=sr_1_1?keywords=the+perfect+investment&qid=1648843484&s=digital-text&sprefix=paul+moore+the+perfect+inve%2Cdigital-text%2C133&sr=1-1
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Join Mo Bina and Derek Bullen in this exciting episode of Purpose-Driven Wealth as Derek makes a case for how wealth creators benefit society. Derek debunks the common notion that the rich get richer and the poor get poorer. Instead, he believes that as the rich get richer, fewer and fewer people are in poverty. He explains that most of the money of the rich gets paid to other people like employees, landlords, vendors, and the government in the form of taxes. The owner gets to keep a small percentage, about 9% of the money, but 91% gets paid out to everybody, creating wealth for other people. There's more to unpack in this episode. So tune in and enjoy!
In this episode, Derek talks about…
- His background and why he wrote his book.
- Jeff Bezos and the wealth he creates for the world
- What rewards the society gain from successful entrepreneurs?
- What's the bias of the media in the US?
- Student loans are an entitlement program, not a free market.
- The labor shortage in the United States is more than a labor shortage.
- What are the long-term effects on society if people aren't doing something?
- The hatred for the rich
- Fear Porn in New York and Canada.
About Derek Bullen…
Derek Bullen is Founder and CEO of S.i. Systems, one of the largest professional services companies in Canada, with thousands of information technology consultants working on projects for blue-chip corporations and government agencies across Canada.
Catch Derek Bullen on…
Website: https://www.bullenbooks.com/
Amazon: https://www.amazon.com/dp/1988025702?tag=&linkCode=ogi&th=1&psc=1
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Actions, reactions, and interactions are the main things we do as relational beings. Understanding why we approach all these things in a certain way can lead to better and improved choices. But how do we achieve these? Maybe it is time to update our brain's operating system. To learn more, tune in to this episode of Purpose-Driven Wealth with your host, Mo Bina, and guest, Deirdre Morrison.
Deirdre shares that getting to know more about our brains to understand the functions of the different components could help us tap into the tools and abilities we can harness. Tune in to learn more!
In this episode, Deirdre talks about…
- "Brain aware" concept
- Our reticular activating system
- Schools and environments where children are taught to do things are not necessarily the best way for them to learn.
- What is neuro-creative, and how can it be harnessed and improved upon?
- What attracted Dierdre to coaching professionals?
- Do successful people think differently than non-successful people?
- How successful people approach the fear of loss differently than non-successful people.
- How do cognitive biases relate to the concepts of "brain aware" and newer creativity?
About Deirdre Morrison…
Deirdre Morrison is a serial entrepreneur, public speaker, certified neuro transformational coach, podcast host, and founder of a nonprofit organization called the neuro Development Institute.
The NeuroDevelopment Institute exists to promote awareness of the changes we can make to our human potential, using applied neuroscience and a greater understanding of how our brain/body/emotion matrix works.
Catch Deirdre Morrison on…
Podcast: https://ambitionincubator.com
LinkedIn: https://www.linkedin.com/in/deirdremorrison/
Client work: https://neurocreative.studio
Non-Profit: https://neurodevelopmentinstitute.com
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Welcome to Purpose-Driven Wealth! In this episode, Mo Bina shares a conversation with a former US Navy Special Warfare Combatant Craft Crewman (SWCC) turned real estate entrepreneur, Phil Capron. Phil talks about the unique challenges a Veteran faces, especially on the financial side, and what they can do to address this based on his experience. He also shares his passion for helping Veterans and Active Duty Military Members achieve financial freedom through Real Estate Investment. Tune in and enjoy!
In this episode, Phil talks about…
- His journey from a confused 24-year-old to a 38-year-old real estate entrepreneur
- House hacking
- Airbnb exploration
- Unique financial challenges the Veterans faces
- His book: Your VA Loan and How it Can Make You a Millionaire
About Phil Capron…
Phil Capron learned that real estate was the wealth builder for him after purchasing his first home in 2010 using a VA loan while on active duty.
He cut his teeth in the business as a real estate agent and by flipping properties in Coastal Virginia.
10 years and over 500 apartment units later, Phil's focus is expanding real estate opportunities for military members and veterans. He wrote his first book "Your VA Loan: and How It Can Make You a Millionaire" in 2019, and in 2021 created the first 100% veteran-owned and operated fund backed by real estate, Mission First Capital.
Catch Phil Capron on…
Website: https://missionfirstcapital.com/
Facebook: https://www.facebook.com/missionfirstcapital/
LinkedIn: https://www.linkedin.com/company/missionfirstcapital/
Instagram: https://www.instagram.com/missionfirstcapital/
YouTube: https://www.youtube.com/channel/UCYkouRejBadZ89sJw153lAw
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Although Bitcoin has recently become a popular investment vehicle, many are still wary of jumping on board. Join your host, Mo Bina, and guest, Greg Foss, in this episode of Purpose-Driven Wealth as they debunk erroneous concepts about Bitcoin. Greg shares about Bitcoin being the best asymmetric trade opportunity due to its rising potential up to 100 times in value. This means that even if only 5% of your portfolio is in Bitcoin, it can protect the 95% of your Fiat Ponzi portfolio. He also explains the meaning of Credit Default Swap and how it works. If you want to know more about Bitcoin and be a better risk manager, this episode is for you!
In this episode, Greg talks about…
- His journey to becoming a financial engineer
- How bond trading works
- Bond markets and equity markets
- Credit markets and their causal effect on equity markets
- Credit Default Swaps
- The contagion effect
- Bitcoin as an insurance policy
- Bitcoin and the accusation of it being a waste of energy
- Greg on hedging risks with different tools
About Greg Foss…
Greg has spent over thirty years in financial markets with a focus on trading high-yield credit. He has worked on both the sell-side of the street (TD Securities) and the buy-side having been a Managing partner of Credit Strategies at a successful hedge fund team during the great financial crisis in 2008/09. Greg was a founding shareholder at 3IQ, one of Canada’s largest digital asset managers. Greg has a passion for Bitcoin and is currently an executive and shareholder at Validuspower.com where he focuses on strategic initiatives within the Bitcoin ecosystem.
Follow Greg Foss on…
Website: https://lookingglasseducation.com/
Twitter: https://twitter.com/FossGregfoss
LinkedIn: https://www.linkedin.com/in/greg-foss-a553ab32/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, Mo Bina and Matthew Iak talk about the tax advantages of oil and gas investing. From Matthew’s perspective, the oil and gas investment is the best financial planning tool because it can get so much more return in a faster period. This time value allows you to do other things with that cash, like investing it back in other asset classes. He also added that tax deductions contribute to higher and faster cash flow. To learn more about investing in the oil and gas space, tune in and enjoy!
In this episode, Matthew talks about…
- Oil and gas performance in hyperinflation or stagflation
- Opportunity zones and their benefits to oil and gas investors
- Mineral rights and mineral vertical working interests
- On why the tax code incentivized domestic energy development
- Types of structures and offerings available for investors that are interested in oil and gas
- Financial advisor – the best conduit to get to energy
About Matthew Iak…
Matthew Iak is the Executive Vice President of U.S. Energy Development Corporation and a member of the company’s Board of Directors. He has overseen the capital raise of more than $1.6 Billion since he joined the company in 2005.
Mr. Iak has extensive knowledge of private placement, Regulation D, and estate and tax planning strategies. He has led the construction and underwriting of multiple new investment structures in the oil and gas space which include, energy 1031 exchange funds, private capital acquisition funds, and most recently qualified opportunity zone funds.
In addition to being on the Board of Directors at U.S. Energy, Mr. Iak is a member of the company’s second generation leadership team, serves as the President for a series of family real estate and real estate management companies, and is the CEO and President of U.S. Energy’s Managing Broker Dealer, Westmoreland Capital Corporation. Mr. Iak is also a board member for Real Asset Advisor.
Prior to joining U.S. Energy, Mr. Iak worked as a financial advisor and oversaw client assets in excess of $1 Billion.
A highly sought after public speaker, Mr. Iak is frequently invited to present within the financial community on oil & gas economics, taxation, and financial planning. Mr. Iak is a graduate of Canisius College and holds his FINRA Series 7, 24, 63, and 66 licenses.
Catch Matthew Iak on…
Website: https://www.usedc.com/
LinkedIn: https://www.linkedin.com/company/u.s.-energy-development-corporation/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Some might say that Retail Real Estate Industry has been hit hard in recent years, but this could not be further from the truth. In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Heath Binder strip away a lot of the noise and correct the narrative regarding Retail. Heath shares that although e-commerce sales have been increasing, they could not replace the need for a physical store that gives a different kind of shopping experience.
In this episode, Heath talks about:
- Heath, after reading The Economist
- Cap rates in the retail sector
- The truth about the retail apocalypse narrative
- LBX Investment's particular type of geographic market
- Evaluating the quality of tenants
- and so much more!
About Heath Binder:
Heath Binder manages Investor Relations for LBX Investments. In this role, he oversees investor relationships with both high net worth and institutional capital, financial reporting, and marketing efforts for LBX.
Heath has 16 years of experience in commercial real estate and financial services. Prior to joining LBX, he managed investor relations for Big V Capital and previously for RealtyMogul.com.
Prior, he worked with ultra-high net worth real estate investors at Barclays Wealth in Los Angeles. Previously, he began his real estate career with Colliers in 2002, then worked as an equity REIT analyst at UBS.
Heath has an MS in Real Estate Finance from New York University.
Follow Heath Binder on:
Website: https://www.lbxinvestments.com/
Email: heath@lbxinvestments.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, Mo Bina and Doug Ressler talk about why investors are turning to Build-to-Rent Homes. As manager of Business Intelligence at Yardi Matrix, Doug shares the real-time data acquisition and how these data show the significance of Build-to-Rent Homes in investments as people consider the current market status, consumer purchasing power, and lifestyle choices of each generation. Tune in to learn more!
In this episode, Doug talks about…
- Yardi Matrix and its real-time data acquisition
- Difference between single-family rentals and Build-to-Rent Homes
- Perceptions about large rental population properties
- The significance of Build-to-Rent Homes
- Yardie Matrix’s goal of providing data to users to make intelligent and informed choices
About Doug Ressler…
Doug is a manager of Business Intelligence at Yardi Matrix, a commercial real estate platform that collects and organizes data on various commercial real estate industries. Doug has over 12 years of industry experience in commercial real estate. Previously, Doug worked as an intelligence analyst for Pierce-Eislen.
Catch Doug Ressler on…
https://www.yardimatrix.com/blog/
https://www.commercialcafe.com/blog/
https://www.rentcafe.com/blog/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Is digital currency the next phase of money? Join Mo Bina and Joseph Brown as they talk about the evolution of money. Joseph is passionate about debunking traditional and mainstream investing advice. He likes to dive deep into the nitty-gritty part of finances and investment so he can help people understand beyond the common understanding of finances. He believes that attaining deeper knowledge would help people prepare for the coming economic storms.
In this episode, Joseph talks about:
- Why traditional investing advice is wrong
- The three phases of money
- On risk as something that cannot be eliminated, only transferred
- Central Bank digital currencies and their effect to financial well-being
- Getting your wealth outside the traditional financial system
- Parallel Markets and other ways to financially protect yourselves
About Joseph Brown:
Joe is the founder of heresy financial, which helps people learn how money works so that they can control their financial security. Heresy financial provides people with a financial education needed to prepare for the coming economic storms.
Follow Joseph Brown on:
Youtube: https://www.youtube.com/heresyfinancial
Twitter:@heresyfinancial
Website: https://heresy.financial/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
As a business person, our guest for this episode thought that intuition is a little far-fetched when relating it to business. She soon realized how significant intuition is in bringing success to every business venture. To know more about this, join Mo Bina and Adapia D’Errico in this another episode of Purpose Driven Wealth. AdaPia d’Errico is the overseer of Alpha Investing’s growth strategy with an emphasis on investor growth and relations. She shares how self-awareness brought out her confidence in herself and in the decisions she makes. This confidence provided a pathway for growth and acceleration in every aspect of her life. Tune in to learn more!
Outline of the episode:
- Why single-family investment is on the rise
- The crisis that led her to discover her soul
- Benefits of listening to intuition
- The key to developing intuition
- The science of intuition
About Adapia D’Errico:
AdaPia is a passionate and visionary executive with extensive experience across countries and cultures in both established and start-up environments.
AdaPia d’Errico oversees Alpha Investing’s growth strategy with an emphasis on investor growth and relations.
Previously, AdaPia was Chief Marketing Officer at Patch of Land, one of the first real estate crowdfunding platforms, helping to grow the company from 3 founders to a VC-backed firm of over 50 people. She was also Chief Operating Officer at AlphaFlow, an investment management firm developing an automated portfolio algorithm for real estate investing, and shepherded the company through its $4.3 million seed round in 2017.
A recognized and respected woman in real estate and fintech, AdaPia has been a featured guest, writer, speaker, and presenter on topics including entrepreneurship, leadership, marketing, and women in business. She dedicates part of her time to personal endeavors that make an impact including a podcast, a blog and leadership development emphasizing diversity and inclusion.
AdaPia holds a B.B.A from the University of British Columbia and a B.A in International Business Economics from Hogeschool Zeeland, The Netherlands.
Catch Adapia D’Errico on:
https://www.alphai.com/
https://www.linkedin.com/in/adapia/
https://www.womxnofwealth.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Previously labeled an unsexy investment, Mobile Homes and Self-storage facilities are now proving to be sexy. In this episode of Purpose-Driven Wealth, Mo Bina interviews Ryan Smith on how he combined Mobile Homes and Self-storage facilities to maximize fund performance. Ryan is a co-manager of multiple investment funds. He shares how the two assets complement to produce a stable investment. He also talks about business ventures, inflation, and more!
In this episode, Ryan talks about:
- From baseball to commercial real estate
- Ryan and the software he coded to analyze investments
- The four things he considered that led him to Mobile Homes and Self-storage facilities
- The yin yang relationship between Mobile Homes and Self-storage facilities
- Cap rate compression
- How inflation can be an advantage
About Ryan Smith:
Ryan Smith brings with him more than fifteen years of extensive business experience in market evaluation, property analysis, management systems, due diligence, finance, and more. Mr. Smith, and his affiliates, co-manage multiple investment funds, which specialize in investing in MHCs, and participate in the ownership and/or management of over 20,000 MHC lots.
Mr. Smith graduated from the University of Tampa with a Bachelor’s of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience.
His foresight and ability to communicate the state of the marketplace has propelled him to be a featured commentator alongside the likes of Mayor Rudy Giuliani, General Colin Powell and other notable individuals. He is currently is on the board of Young Life College – UCF and is a member of the Advisory Board for the National Christian Foundation’s Orlando chapter. Mr. Smith lives in Orlando with his wife and two children.
Follow RyanSmith on:
Website: https://elevationfund.com/
ryan@elevationcg.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
Inflation is a significant economic problem right now anywhere around the globe. To learn ways to address this, tune in to this episode of Purpose-Driven Wealth with your host, Mo Bina, and guest Mathew Owens. As a former accountant and an experienced property manager, Mathew shares ways to protect your purchasing power through various forms of investments. He also talked about utilizing tax strategies to build long-term value from Real Estate.
Outline of the episode:
- Paradox of how losing everything was the best thing that happened to him
- Mathew on reducing tax liability
- Cost Segregation Studies
- Holding wealth long term vs. selling them
- Investment Strategies to utilize to hedge against loss of purchasing power
- Finding ways to decentralize and be more self-reliant
- and so much more!
About Mathew Owens:
Mathew Owens (Chief Executive Officer) earned his B.A. in economics with emphasis in accounting from University of California, Santa Barbara and has been a certified public accountant since 2002. Mathew bought, renovated and sold or held over 700 single family properties having 10+ years of experience in property management and 15+ years of experience in taxation, auditing and real estate. Mathew is currently buying 5+ single family rental properties per month, acquiring and operating value-add multifamily properties. He is a private lender with over $10M lent in multiple markets across the U.S. and has raised over $75 million in private investor capital. He currently owns over 130 units in Memphis, TN, Atlanta, GA, and St. Louis, MO.
Follow Mathew Owens on:
Website: https://www.ocgcapital.org/
http://ocgproperties.org/en/home-default/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Kim Daly discuss the path and formula she’s created for those who want to get into franchising. There are many ways to franchising, and ‘her way isn’t the only way,’ says Kim. But suppose you want to find your franchise through a proven method. In that case, Kim talks about how she works with her clients, finds her clients the right franchise, and why franchising made her never look back on her career in corporate.
In this episode, Kim talks about:
- How the franchising industry changed Kim Daly’s life
- The similarity between W-2 and franchising
- Personal relationships are essential in franchising, too!
- The questions Kim asks her clients
- Franchising can get very niched
- and so much more!
About Kim Daly:
For the past 20 years, Kim Daly has been helping people realize their dreams of business ownership through franchising. While helping thousands of other people to live their dreams of business ownership, she has been living her own. Today, she is recognized as one of America’s top franchise consultants. She is an international best-selling co-author of Franchising Freedom and the founder and host of KimDaly.tv.
Before becoming a franchise consultant, she was an entrepreneur and highly sought-after consultant in the health and fitness industry, working with brands such as Denise Austin, Dr.Denis Waitley, Gold’s Gym, and eDiets.com. She is the creator of “The Daly Plan” – a millionaire mindset coaching program that enabled her to build the largest franchise consulting business in the history of franchise consulting in 2012. She aspires to be the most influential and motivational voice in the franchise industry. Kim is a mom of two teenage boys. She is passionate about fitness and nutrition. She loves to work out and ski, and she lives on the beach in southern New Hampshire.
Follow Kim Daly on:
Website: https://thedalycoach.com
www.kimdaly.tv
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Peter Linneman weigh everything about today's uncertain world economic market. During the early take-off of the real estate industry, Peter saw how things developed. With years of insight into the investing world, here, Peter answers whether or not the FED should raise interest rates, how Russia's war on Ukraine benefits the US, his perspective on today's inflation, and so much more.
In this episode, Peter talks about:
- How real estate was back then…
- Keeping a balanced view of the inflation
- Yes—the FED should raise interest rates
- Higher oil prices help the US
- Peter Linneman's opinion on crypto
- and so much more!
About Peter Linneman:
For nearly 45 years, Dr. Peter Linneman's unique blend of scholarly rigor and practical business insight has won him accolades from around the world, including PREA's prestigious Graaskamp Award for Real Estate Research, Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award, Realty Stock Magazine's Special Achievement Award, being named "One of the 25 Most Influential People in Real Estate" by Realtor Magazine and inclusion in The New York Observer's "100 Most Powerful People in New York Real Estate".
After receiving both his Master's and Doctorate in Economics under the tutelage of Nobel Prize winners Milton Friedman, Gary Becker, George Stigler, Ted Schultz, and Jim Heckman, Peter had a distinguished academic career at both The University of Chicago and the Wharton School of Business at the University of Pennsylvania.
For 35 years, he was a leading member of Wharton's faculty, serving as the Albert Sussman Professor of Real Estate, Finance, and Public Policy as well as the Founding Chairman of the Real Estate Department and Director of the prestigious Zell-Lurie Real Estate Center. During this time, he was co-editor of The Wharton Real Estate Review.
He has published over 100 scholarly articles, eight editions of the acclaimed book Real Estate Finance and Investments: Risks and Opportunities, and the widely read Linneman Letter quarterly report. He is also the co-creator of the popular and highly regarded Real Estate Finance and Investment Certification course, REFAI.
Peter's long and ongoing business career is highlighted by his roles as Founding Principal of Linneman Associates, LLC, a leading real estate advisory firm, and its affiliates. For more than 40 years, he has advised leading corporations and served on over 20 public and private boards, including serving as Chairman of Rockefeller Center Properties, where he led the successful restructuring and sale of Rockefeller Center in the mid-1990s.
Although retired from Wharton's faculty, Dr. Linneman continues his commitment to education through his SAM Elimu educational charity for orphans and children of extreme poverty in rural Kenya. He has been married for nearly 50 years and remains an exercise enthusiast.
Follow Peter Linneman on:
Website: https://www.linnemanassociates.com/
Email: dlinneman@linnemanassociates.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Jodie Cook discuss why entrepreneurship needs to be taught early. After graduating college, all of Jodie’s friends hustled to land their first job, but not Jodie. Jodie wanted a business. Here, Jodie explains the motivation behind her children’s book about entrepreneurship, the five things successful entrepreneurs don’t care about, and the number one quality to have in entrepreneurship.
In this episode, Jodie talks about:
- A social media marketer in 2011
- How are entrepreneurs any different from ordinary people?
- If you want to be a successful entrepreneur, ditch these…
- Role models have a significant impact on how we grow
- The simple ways parents can introduce their kids to entrepreneurship
- and so much more!
About Jodie Cook:
In 2011, Jodie started a digital agency that was acquired in 2021.
Alongside running a business, she writes books and articles about entrepreneurship and competes in powerlifting.
Jodie’s books include Stop acting like you’re going to live forever, Daily Me, and Instagram Rules. She also co-wrote How to raise entrepreneurial kids and the Clever Tykes storybooks.
Jodie feels lucky to be a regular contributor for Forbes on entrepreneurship, and whilst running her agency, she provides commentary to publications as a social media expert.
New book – Ten Year Career – is available to pre-order now with pre-order bonuses.
Follow Jodie Cook on:
Website: https://jodiecook.com
Twitter: https://twitter.com/cookiewhirls
Clever Tykes and How To Raise Entrepreneurial Kids at:
https://clevertykes.com/book/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Mindy Gayer talk about the fundamentals to help you better understand self-directed IRAs. A lot of people don't understand the different assets inside self-directed IRAs. Because of it, there are many misconceptions. Here, Mindy simplifies the key components that make up a self-directed IRA, the broad spectrum of assets you can invest in self-directed IRAs, what happens when the IRS audits prohibited transactions inside your IRA, and so much more.
In this episode, Mindy talks about:
- The key to having self-directed IRAs
- Mindy Gayer, "if you can imagine it, you can invest in it."
- An example of what the IRS calls a prohibited transaction
- What is a single-member LLC?
- The different ways you can fund your self-directed IRA
- and so much more!
About Mindy Gayer:
Mindy Gayer leads The Entrust Group out of the Nashville, Tennessee office, which serves the Southeast Region. She joins Entrust with over 11 years of sales and relationship management experience, seven years of banking experience, and five years of retirement industry administration experience.
Mindy started in the financial industry at a very early age, when she first began working at a banking institution in high school and continued throughout her college career. She holds a bachelor's degree in Business Management from Southern Illinois University in Carbondale, Illinois. She takes a lot of pride in her business and financial background.
The retirement industry has always been of interest to Mindy. She feels that it is very important to offer education to all individuals on their options for diversifying their retirement portfolios using alternative investments through a self-directed IRA.
Follow Mindy Gayer on:
Website: https://www.theentrustgroup.com/
LinkedIn: https://www.linkedin.com/in/mindy-gayer-8bb48b90/
Phone: 615-900-4015
Email: mgayer@theentrustgroup.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Reed Goossens dive into the kind of journey it takes to move out of your W-2 and into real estate investing. For an engineer, career transitions can be all about risk assessment and analyzing the right actions to take. But for Reed, it also has to be about taking leaps of faith. Reed shares his experience with mentors, how he moved to America as an Australian real estate investor, his transition from the day job to investing, and the motivation behind his two books: Investing in the U.S. – The Ultimate Guide to U.S Real Estate and 10,000 Miles to The American Dream.
In this episode, Reed talks about:
- Reed, after reading ‘Rich Dad Poor Dad’
- Why do you need like-minded people?
- How to pivot from your day job to real estate
- Fearing regret more than anything
- The motivation behind Reed’s books on real estate investing
- and so much more!
About Reed Goossens:
Reed’s background in civil/structural engineering has gone over 9 years of professional experience before taking the plunge full-time into real estate investing and development. In his former engineering life, one of his career highlights was being involved with the infrastructure development of the 2012 Summer Olympic Games in London. Reed has also worked all over the world as an engineer, including in Australia, NYC, Los Angeles, Fiji, and Europe.
He moved to the U.S. in 2012 for the love of two things: Firstly, his wife (at the time his G.F.), and secondly, the big apple, NYC! Within the first year of living in the US, Reed purchased his first duplex for $38,000. This experience taught him a lot about the benefits of investing for cash flow in the U.S. Barriers to entry are a lot lower compared to his homeland of Australia.
Since that time, Reed has started two multifamily syndication investing firms that have been involved in the acquisition of over $500 million worth of real estate to date. He has also launched the podcast Investing in the U.S., wherein he interviews the cream of the crop within the real estate industry to better educate other investors who want to break into the U.S. market and start investing in multifamily real estate today!
Follow Reed Goossens on:
Website: https://reedgoossens.com/
Email: info@reedgoossens.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Brian C. Adams talk about the inner workings of family offices. To give an analogy of how multi-family offices work, Brian illustrates the typical situation when two families work together to prepare a party. It’s a unique setting and is very dynamic. Here, Brian, founder and president of Excelsior Capital, shares how he started investing in commercial real estate, his thoughts on alternative assets and crypto, and why you should work towards being an asset owner.
In this episode, Brian talks about:
- Who is Excelsior’s client?
- Why everyone should get into cash-flowing assets
- People are getting more disillusioned with the stock market
- We’re moving towards the digitalization of assets
- The misidentification of family offices
- and so much more!
About Brian C. Adams:
Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate and private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.
He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes, since May of 2008. Since May of 2017, he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology.
From January 2016 to January 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation for the responsibility of being a steward of family wealth.
He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.
Follow Brian C. Adams on:
Website: https://www.excelsiorgp.com/
LinkedIn: https://www.linkedin.com/in/brian-c-adams/
Twitter: @briancadams2
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Matt Smock discuss what it takes for investors and developers to find success in master-planned communities. Zenith Development LLC is a boutique development company with nine employees, hundreds of contractors, and many more partnering bodies. Here, Matt explains why he considers real estate a local-focused industry, why they take so much interest in Utah, and their overall process and approach to developing master-planned communities.
In this episode, Matt talks about:
- In real estate, what works here may not work there
- Utah is like Los Angeles
- Why do some master-planned communities fail
- Matt on their process of development
- Investors must always hold transparency to a high degree
- and so much more!
About Matt Smock:
Mr. Smock is an experienced and successful fund manager, real estate developer, banker, and short-term lender, who has participated in the finance and development of over $2.0 billion in projects in the western US and Europe. Mr. Smock has worked for RBH-NCP, Zenith Swiss Partners, Nation West Capital, National City Bank, CFC, Franklin Bank, Mount Royal Partners, and National Bank of Canada.
Follow Matt Smock on:
Website: https://www.zenithpartners.org/
Email: matt@zenithpartners.org
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode, Francis talks about opening the floor to a contrarian view of fossil fuels' role in the 21st century. On climate and energy policy, Francis explains why banning fossil fuels will eventually hit a wall. As the man behind the blog Manhattan Contrarian, Francis talks about the cause that puts together bodies like the Global Warming Policy Foundation and American Friends, and why wind turbines and solar panels are insufficient energy sources.
In this episode, Francis talks about:
- The Global Warming Policy Foundation
- Why wind and solar energy will never be enough
- Our issue on global warming can disproportionately affect people on the lower end of the socio-economic scale
- Green energy is yet to discuss air travel
- What investing in Environmental Social Governance (ESG) focuses on
- and so much more!
About Francis Menton:
Francis J. Menton retired as a partner of the law firm Willkie Farr & Gallagher LLP in New York. Mr. Menton specialized in complex and technical-commercial litigation, principally contract and securities claims.
Mr. Menton is the author of "New Opportunities for Defendants in Securities Class Actions," Engage (Fall 2007), "Can You Protect Yourself Against Identity Theft?" New York Law Journal (April 29, 2002), and "Top Ten Federal Government Efforts to Suppress Free Speech," Federalist Society Free Speech and Election Law News (Summer 2000, 1999, 1998). He also authored "Evaluating Claims Under The Securities Litigation Reform Act of 1995," New York Law Journal (January 6, 1996).
Follow Francis Menton on:
Website: https://www.manhattancontrarian.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Shane Melanson talk about how the rich invest in commercial real estate. Most outsiders don't understand commercial real estate. Shane cites this as a reason why most people don't hear about it like residential. He shares how they find deals to work with, explains the pillars retail investors need to understand, and what he has observed about commercial investors in his years in the market.
In this episode, Shane talks about:
- How he became introduced to commercial real estate
- His template for finding deals
- Outsiders have a hard time understanding industrial real estate
- The importance of your team, the market, and the market cycle
- Don't take preleasing for granted
- and so much more!
About Shane Melanson:
Like many Canadian real estate investors, Shane started looking for a way to replace his 6 figure income. He moved to Calgary, AB, at 17 and got his BA in Economics. Shane's first real estate investment was in 2004, a 1943 war-time house with no basement or central heat.
When he started his real estate career, he was young and had no family yet, so working long hours and weekends didn't bother him.
Eventually, Shane built a small portfolio of single-family properties and was flipping homes — he figured this was the way to invest in real estate: buy undervalued residential houses, fix them up, and either rent or sell them.
Today, Shane is not retired (I still actively invest) because he loves it. Each property he invests in has the potential to earn a high 6 and generally 7 figures. He controls his schedule and loves what he does.
Follow Shane Melanson on:
Website: https://shanemelanson.com/
Podcast: https://podcasts.apple.com/us/podcast/the-investing-advantage-podcast/id1465519313
Club Syndication: How the Wealthy Raise Money and Invest in Commercial Real Estate, Book by Shane Melanson:
https://www.theclubsyndicate.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Natalie Pequeux talk about a different perspective on wealth and what else it could mean. What is energetics? What are energetic gaps? Here, Natalie redefines capital and wealth and speaks on energetic languaging. She also touches on leadership, the kind of clients she works with, and the interest she took in the long-term effects of energy on people.
In this episode, Natalie talks about:
- The definition of wealth
- Patriarchal and matriarchal energies are not about sex
- The average run of how Natalie works with clients
- Preventative > Reactive
- What drew Natalie to energetics?
- and so much more!
About Natalie Pequeux:
Natalie Pequeux is an Energetic Practitioner who works with high-net-worth families to successfully transfer their wealth mindset down through the generations. She consults with individuals to create intrinsic shifts on a business and personal level that re-establish flow in their lives by removing the underlying conflicts and internal blocks that are holding them back. Her work focuses heavily on physiology, wireless anatomy, and how our systems function; when our systems are ‘off,’ so will our family enterprise and businesses.
Natalie has lived and worked on four continents and speaks fluent English, French and Japanese and began her career working as a Japanese interpreter for senior scholars and business leaders. Working as an Energy Practitioner for the last two decades, she has saved her clients hundreds of millions of dollars by identifying the energy blockages within the management team and business functions.
Follow Natalie Pequeux on:
Website: https://intrinsicshifts.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Aleks Svetski answer the question, “can Bitcoin make democracy obsolete?” Aleks is clear on how different Bitcoin’s direction is going in contrast to the rest of the world. Here, he explains what can be expected from the book he co-authored, The UnCommunist Manifesto, what he stands by regarding private property, and why he believes the history of human civilization is the pursuit of Bitcoin.
In this episode, Aleks talks about:
- We are like blind people making houses with elastic tape measures
- About the book, The UnCommunist Manifesto
- Respect for private property
- Money is a ledger in the sky
- Bitcoin will not be forced on people; it will dawn on them
- and so much more!
About Aleks Svetski:
Aleks Svetski is a Speaker, Author, and Founder of the world’s first Bitcoin accumulation app, Amber. Host of the Wake Up Podcast and Creator of The Bitcoin Times publication.
Follow Aleks Svetski on:
Linktr.ee: https://linktr.ee/svetski
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Doug Noland talk history and forecasts in light of today’s global credit bubble. In the early 90s, Doug started the Credit Bubble Bulletin after extensively studying the changing financial system. At that time, Doug was wholly convinced that it was just a bubble. Today, he explains what society didn’t learn in 1994, what inflationism is, why he’s a solid proponent of capitalism, and why central banks don’t genuinely want to control inflation.
In this episode, Doug talks about:
- The evolution of the financial system
- Bubbles are mechanisms to destroy and redistribute wealth
- The merits of capitalism
- We have a lot of credit that’s just financing the asset markets
- About the huge dependency on low interest rates
- and so much more!
About Doug Noland:
In November 2016, Doug Noland ended his almost two-year sabbatical to join David McAlvany and McAlvany Wealth Management. He’s at the stage of his career where he will only work with people that he trusts, respect, and admire. Doug couldn’t be happier and was really excited with the unique new product they’ve put together—the MWM Tactical Short.
The period 1990 to 2015 was an invaluable 25-year experience learning and persevering as a “professional bear.” His lucky break came in late 1989 when he was hired by Gordon Ringoen to be the trader for his short-biased hedge fund in San Francisco.
Working as a short-side trader, analyst, and portfolio manager during the great nineties bull market – for one of the most brilliant individuals he’s ever met – was exciting, demanding, and, in the end, a grueling and absolutely invaluable learning experience. Later in the nineties, Doug had stints at Fleckenstein Capital and East Shore Partners.
In January 1999, he began his 16-year run with PrudentBear (which concluded at the end of 2014), working as strategist and portfolio manager with David Tice in Dallas until the bear funds were sold in December 2008.
Follow Doug Noland on:
Website: http://creditbubblebulletin.blogspot.com/
https://mwealthm.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Kathy Fettke talk about the synonymity of real estate to real wealth. For Kathy, the only ones who cannot acknowledge real estate's power are those who know nothing about it. She shares her early days of interviewing wealthy people, an experience that proved the essence of due diligence, the elements she looks for in a chosen market, and what the M1 and M2 charts tell us about the US dollar for the past two years.
In this episode, Kathy talks about:
- Interviewing wealthy people
- It's amazing how investors can sometimes disprove "experts"
- You don't slack off on your due diligence—ever!
- What factors does Kathy look into when choosing a market?
- What the founding fathers knew about untethered currency
- and so much more!
About Kathy Fettke:
Kathy specializes in teaching people how to build multi-million dollar real estate portfolios through creative finance and planning. She is passionate about researching and then sharing the most important information about real estate, market cycles, and the economy. Author of the #1 best-seller, Retire Rich with Rentals, Kathy is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR, and CBS MarketWatch.
Follow Kathy Fettke on:
Website: https://realwealth.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, talks with Ruben Greth about how he took his capital-raising game to the next level. When Ruben interviewed and followed a small multifamily investor around in Phoenix, sharing stuff on YouTube, little did he know it would become the start of something bigger. He shares how he started on syndication with a local mom and pop, why people love the fund structure, and why having an avatar is fundamental to marketing.
In this episode you will learn:
- How Ruben Greth started in real estate investing
- It takes time to understand built-to-rent
- Starting an interview-based YT channel can open a lot of doors
- Why do people love the fund structure so much?
- Ruben Greth, on avatars and marketing
- and so much more!
About Ruben Greth:
Ruben has a popular podcast about raising money for multifamily syndication called the Capital Raiser Show, where he learns from the best multifamily syndicators in the country.
In 2019, Ruben partnered with a local syndicator on the acquisition of 190 Units and has since become a fund manager who is building a 98-unit housing subdivision in Louisiana, a 154-unit housing subdivision in Alabama, and partnering with multiple select syndicators bringing equity, advisory, and investor management. He primarily uses Regulation D. Exemption 506(c) in his deals, including the ones discussed here.
He has partnered in $5M of capital-raising partnerships. He got his start by bringing joint venture capital to successfully raise $625K for small Multifamily deals during the post-crash buying frenzy in Phoenix.
His websites are legacyacquisitions.com and capitalraiser.com
He has bachelor's degrees from Arizona State University in Chemistry and Spanish.
Follow Ruben Greth on:
Website: https://capitalraisershow.com/
https://legacyacquisitions.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, talks with Louis O’Connor about the promise of diversifying your portfolios with strategic metals. Louis simplifies what strategic metals are and their many other names. He cautions on what buyers should keep in mind, explains what Tradium offers those who express interest in investing in these high-demand assets, and what forecasts tell us about how strategic metals will perform in the future in parallel to precious metals.
In this episode, Louis talks about:
- What are strategic metals?
- China is the market leader in the rare metals industry
- Caution to rare metal buyers
- Rare Earth Elements vs. Precious Metals
- The historical performance of rare earth metals in the past decade
- and so much more!
About Louis O’Connor:
Louis O’ Connor is the founder and principal of Strategic Metals Invest, which offers private investors the opportunity to physically own and profit from holding strategic metals as tangible assets. Louis emigrated from his home in Dublin, Ireland, in 1988 and spent ten years in West Germany working directly for BMW in sales and marketing, expanding BMW’s tax-free operation to include all NATO forces throughout Europe.
The role also expanded to US Navy’s 6th fleet and later included the Middle East. In 1998 Louis moved to Panamá, creating a boutique concierge business for North Americans and Europeans looking to invest in Central and South America. In 2020 Louis relocated to Europe to create Strategic Metals Invest.
Follow Louis O’Connor on:
Website: https://strategicmetalsinvest.com/
Email: louis@strategicmetalsinvest.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina talks with Akhil Patel about the importance of an investor understanding his market cycles. Of course, markets have ups and downs. But if downs are overcome, how are there periods where it happens all over again? Here, Akhil simplifies how economic cycles repeat, the common theme with downturns, and his two cents on how relationships between nations impact the economy.
In this episode you will learn:
- If we understand [economic problems], we can make better decisions around it
- Why are there cycles?
- The government has the tendency to spend too much on the wrong places
- No successive cycle looks like the one before
- Akhil Patel on the relationship between the US, China, and Russia
- and so much more!
About Akhil Patel:
Akhil became interested in economic cycles during his school years when he came across Henry George's Progress and Poverty, which explained why economies go through periods of boom and bust.
Later on, he witnessed the negative effects of not understanding economic cycles when his family's business went through difficult periods during the major recessions in the early 1990s and during the global financial crisis after 2008.
He became determined to develop a body of work that would help people – whether they were investors, business owners, or those just interested in doing something with their savings to grow their wealth or manage their affairs through the course of these economic cycles.
Akhil has professional experience in audit, central government, and international banking and has worked on a range of issues, from reviewing large infrastructure public-private partnerships (PPP) deals to helping establish the UK's £3 billion International Climate Fund.
He has two Master's Degrees (in Finance and Public Policy) and a first degree in the Classics from Oxford. He is also currently a principal policy advisor to the European Bank for Reconstruction and Development (EBRD).
Follow Akhil Patel on:
Website: http://www.propertysharemarketeconomics.com/
Twitter: https://twitter.com/AkhilGPatel
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina is joined by Seth Bradley to talk everything about passive investing and why most young investors overlook investing in commercial real estate. He discusses how people generally see residential real estate; and how different people become when it comes to the commercial side. Seth speaks on the best performing asset class in the commercial space, why he left medicine, and his thoughts on the essence of education to every investor.
In this episode you will learn:
- Seth Bradley, on deciding to leave med school
- Financial education tells us that we don't have to work a nine-to-five our entire lives
- Most people don't even know what industrial real estate is
- Even banks are investing in crypto now
- Investing in stocks vs. in real estate
- and so much more!
About Seth Bradley:
Seth Bradley is a real estate entrepreneur and an expert at creating passive income while working as a highly paid professional.
He's closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. He's the managing partner of Law Capital Partners, a private equity firm focused on multifamily and opportunistic real estate acquisitions.
He's a former big law attorney and is now the managing partner of his own firm, Bradley Law Limited, helping his clients with their real estate and asset protection needs.
He's the host of the Passive Income Attorney Podcast, educating attorneys and other professionals on how to stop trading their time for money so that they can practice when they want to, not because they have to.
Follow Seth Bradley on:
Podcast: https://podcasts.apple.com/us/podcast/the-passive-income-attorney-podcast/id1543049208
Websites: www.passiveincomeattorney.com
www.lawcapitalpartners.com
www.bradleylawlimited.com
LinkedIn: www.linkedin.com/in/sethpaulbradley
Facebook: www.facebook.com/sethpaulbradley
Instagram: www.instagram.com/sethpaulbradley
YouTube: https://www.youtube.com/channel/UCBFCoOy_AM7-8F6h0DiHdSw
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina sits with M.C. Laubscher to break down how you can build the best cashflow niche for yourself. On the subject of promising hard assets, who would’ve thought that timber, especially teak, would get in the picture? M.C. discusses how he became his own banking system, why your relationships with people can’t be overlooked, alternative assets and their unique niches, and what the California gold rush tells us about when investing in crypto.
In this episode you will learn:
- C., on forming your own banking system
- What partnering with the best can do for you
- Who are the cashflow ninjas?
- Niches in agriculture and the hospitality market
- The California Gold Rush Strategy
- and so much more!
About M.C. Laubscher:
M.C. Laubscher is a Husband, Dad, Podcaster, Author & Cash Flow Expert.
As a cashflow investor and entrepreneur, M.C.’s passion is to assist investors & business owners to create, recover, warehouse & multiply cash flow through advanced strategies.
Having figured out how to escape the rat race and replace his income through cashflow investing, he shares how highly paid professionals and business owners can replace their incomes through cashflow investing strategies to escape the rat race.
He is focused on helping business owners and investors capitalize on their economic opportunities in times of great change, disruption, and chaos.
M.C. is the creator & host of the top-rated business and investing podcasts, Cashflow Ninja & Cashflow Investing Secrets.
The Cashflow Ninja Podcast has been downloaded over 4.5 million times in over 180 countries and has been featured as one of the top 48 podcasts for entrepreneurs by Entrepreneur Magazine, and is regularly featured as one of the top 100 podcast by Apple Podcasts.
M.C. also founded Producers Wealth, an insurance brokerage helping clients in the United States with advanced cash flow strategies, and Producers Capital Partners, a firm assisting investors all over the world to invest in alternative assets that produce passive income in any economy and market.
Follow M.C. Laubscher on:
Website: www.producerswealth.com
www.producerscapitalpartners.com
www.cashflowninja.com
Email: info@cashflowninja.com
The 21 Best Cashflow Niches: Learn How To Create Wealth In The Best Alternative Cashflow Investments, by M.C. Laubscher:
https://www.cashflowninjaprograms.com/The-21-Best-Cashflow-Niches-Book
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host, Mo Bina, talks with Mark Podolsky about how investing in raw land took him out of the nine-to-five life. Mark got honest about how investing in land can be boring. For him, this is the reason why there are no reality shows about it. Mark explains how he makes investing in raw land irresistible, what wholetailing is about, their take on a deal a day, and what readers can take away from his book, DIRT RICH.
In this episode you will learn:
- Flipping lands can get 300% returns?
- What are land notes?
- Mark Podolsky, on buying and selling raw land every day
- A lot of people still don't really understand the actual value of land
- What the book DIRT RICH is all about?
- and so much more!
About Mark Podolsky:
Mark J. Podolsky (AKA The Land Geek) is widely considered the Country's most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. He has been actively investing in Real Estate and Raw Land since 2001 and has completed over 5,000 unique transactions.
Follow Mark Podolsky on:
Website: https://www.thelandgeek.com/
Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs, Book by Mark Podolsky:
https://www.amazon.com/Dirt-Rich-Ambitiously-Created-Renovations/dp/1544510772
Learn How to Earn the Land Geek Way with Wholetailing; Join this FREE Course:
https://www.thelandgeek.com/wholetailing
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina talks with Seth Ferguson about his decade journey as a broker that made him transition to multifamily. After stumbling upon different stories and experiences in the single-family space, Seth realized that he 'was investing in the wrong asset.' Here, Seth shares how he transitioned from the world of hockey to becoming a multifamily investor; he also speaks on why he believes the private sector is always more efficient than the government and what readers can expect from his book, Sell For More: How to Sell Your Home for Maximum Value in Any Market.
In this episode you will learn:
- Seth Ferguson on investing in the wrong assets
- Wall Street has its own interests, and it usually doesn't include you
- You can't tax the economy into better days!
- The market takes care of itself
- The book, Sell For More is all about…
- and so much more!
About Seth Ferguson:
Over the past 13 years, Seth has been involved in many facets of real estate, including multifamily investment, single-family portfolios, brokerage, and structuring.
His experience led him to hosting a real estate tv shows, hosting a real estate investment podcast, and writing his first real estate book, Sell For More.
Seth is known for his fun, easy-to-follow, no-nonsense approach to real estate.
Follow Seth Ferguson on:
Website: http://www.sethferguson.org/
https://multifamilyconference.ca/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina talks with the CEO & Founder of AKRU, Mohsin Masud, about the future of commercial real estate investing in the age of blockchain evolution. Blockchain and tokenization are everywhere. Here, Mohsin explains the tokenization of real-world assets, how investors benefit from integrating blockchain and real estate investing, and how blockchain’s internet-like evolution will influence the future’s financial systems and let go of the traditional system’s inefficiencies. In this episode you will learn: * Mohsin Masud on merging blockchain and real estate * What is tokenomics? * The six major benefits for investors who invest in real estate through blockchain * AKRU’s goal to open to ‘all’ types of investors * Mohsin Masud on the future of investing in commercial real estate * and so much more!
About Mohsin Masud:
Mohsin is the CEO & founder of AKRU, a He is an expert in real estate development & tokenomics, specifically utilizing dual and three token blockchain architecture for the tokenization of real-world assets.
Mohsin has over a decade of experience in Real estate investments and development & having run a successful Investment company. He has studied at York University, Harvard Business School, Graduate school of Design at Harvard University, and most recently at Said Business School at the University of Oxford with a focus on finance, real estate development, urban design & blockchain.
Follow Mohsin Masud on:
Website: https://www.akru.co/
LinkedIn: https://www.linkedin.com/in/mian-masud/
Email: mmasud@akru.co
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina sits with Joel Friedland to talk about the uniqueness of industrial real estate in comparison to residential. Industrial real estate, normally, doesn’t interact with the public in a way that residential assets do. This same reason is why it’s challenging for most to get into the industrial market. Here, Joel discusses the types of businesses that make industrial real estate what it is, what Warren Buffett’s circle of competence is all about, why first-time investors are concerned with single-tenants, his different approach to mitigating risk, and more. In this episode you will learn: * Industrial real estate houses very unique businesses * It’s hard to go wrong in a market that you know down to the littlest detail * Why you shouldn’t put all your money into one industrial property * What is The Society of Industrial and Office Realtors? * What is a dutch auction? * and so much more!
About Joel Friedland:
Joel has a 40-year track record in industrial real estate. He co-founded Epic/Savage Realty Partners in 1991, where he oversaw hiring and mentoring 60 industrial real estate professionals, many of whom became his partners. His group sold the firm to an international real estate company in 2014, and Joel started Brit Properties.
As an industrial real estate broker and owner, Joel has secured over 2,000 industrial property leases and sales. His greatest accomplishment is maintaining valued relationships spanning five decades.
Joel attended the University of Michigan. He enjoys spending time with his family in Deerfield and in the great outdoors.
Follow Joel Friedland on:
Website: https://britproperties.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina talks with Rick Allen of PaperStac to get a better understanding of how their technology help investors get the best out of note investing. What is note investing? Is it for everybody? Here, Rick explains the primary benefits of investing in notes, why note investing is an excellent strategy for building wealth, and why note investing may not always be for everybody. In this episode you will learn: * How Rick Allen got into note investing * What is note investing? * The different reasons people invest in notes * How PaperStac helps note investors * Is what's happening in the single-family home market a mere reaction to the pandemic? * and so much more!
About Rick Allen:
Allen is currently the Co-Founder and CEO of Paperstac, an online marketplace for trading whole loans. Additionally, he is the co-host of the Paperstac Podcast and is one of the founders of Money With Meaning Fund (MWMfund).
Follow Rick Allen on:
Website: https://paperstac.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina is joined by Eric Shirley to explain what's conservative and what's not in conservative underwriting. Even with the current craze for cryptocurrency, with more and more governments adopting the technology, how come real estate investing still weathers the storm better? As an underwriter for Four Oaks Capital, Eric lets us pick his brain regarding conservative and aggressive underwriting, the future for multifamily, and the trends that face the crisis of affordable housing head-on. In this episode you will learn:
- Multifamily is a complete language of its own
- What conservative underwriting is and what it's not
- We are at a tail end of an economic market cycle
- Real Estate Investing > Cryptocurrency, Stock Market
- Today's construction cost is a headache to the issue of affordable housing
- and so much more!
About Eric Shirley:
The term "conservative underwriting" gets thrown around quite casually these days, which has diluted its impact. Eric has a tremendous talent for walking investors through the underwriting at an analytical level that encompasses every aspect of the investment.
Presented in a way that causes investors to have that "a-ha" moment where everything clicks into place and illuminates exactly how our conservative underwriting is just that. Eric's underwriting prowess is such that he is routinely solicited from outside firms to audit their underwriting.
Couple that with years of building broker relationships ensures the highest caliber of investment opportunities coming across your desk.
Follow Eric Shirley on:
Website: https://www.fouroakscapital.com/
LinkedIn: https://www.linkedin.com/in/eric-shirley-68125925/
Email: ericshirley@fouroakscapital.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina is joined by Glenn Esterson to discuss the general setup for investors and those looking for affordable housing in the mobile home community. After sharing how Glenn transitioned from farming to being Marcus & Millichap's national team for mobile home communities vice president, he simplifies market terminologies, what's more important than cap rate compression, the two basic types of 'rentals' in the mobile home community, and what he suggests for those looking to invest in mobile homes. In this episode you will learn: * How Glenn got into investing in mobile home parks * The changes with MHCs in the past decade * Glenn Esterson on the spread between operating cap rates and bank loan interests * The responsibilities that come with park-owned and tenant-owned homes * Suggestions for syndicators looking for deals in the MH community * and so much more!
About Glenn Esterson:
Glenn Esterson has been a commercial real estate broker since 2001 and bought his first manufactured home community in 2004. He has sold hundreds of parks nationwide and continues to be one of the industry's most active brokers.
In 2019 Glenn was recruited by Marcus & Millichap as a Vice-President to build a national MHC/RV team with an emphasis on the east coast and sunbelt markets.
Most recently Glenn has authored the MHC industry's newest book called The Mobile Home Park Manifesto which is now available here or on Amazon.
With more than twenty years in the commercial real estate business, Glenn has successfully owned and operated mobile home parks, as well as assisting his clients buy and sell land lease communities throughout the U.S. markets.
Early in his career, Glenn worked with low income housing and conducted apartment sales, condo-conversions and property management. From there, Glenn transitioned into investment sales of manufactured housing communities & RV parks throughout the Southeast and Mid-Atlantic and now the entire nation.
Glenn works exclusively with institutions, syndication's and private investors as their primary real estate investment adviser for their acquisition and disposition needs. Glenn provides clients with expertise in asset management, portfolio analysis, site selection, optimizing and implementing achievable upside plans, traditional brokering and consulting. Glenn has executed more than 400 transactions over his career.
Follow Glenn Esterson on:
Website: https://estersonmhcteam.com/
LinkedIn: https://www.linkedin.com/in/glenn-esterson-66760129/
The Mobile Home Park Manifesto: Ethical and profitable investing in non-institutional grade land lease communities, eBook by Glenn D. Esterson:
https://www.themhpexpert.com/buy-the-book-the-mhp-manifesto/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina talks with Garrett Sutton about the many strategies investors and entrepreneurs can take to protect their assets. To be able to protect your assets, one should know what to protect them from. Here, Garrett explains how inside and outside attacks affect your LLC, the line of defense your LLC can have, what Garrett tackles in his upcoming book, VEIL NOT FAIL, and much more. In this episode you will learn: * Garrett Sutton on being a part of Rich Dad Advisors Group * Why do you need an LLC? * Not transferring the title to your LLC is a mistake * If Delaware is the 1st state for LLCs, Wyoming is the 1st state for blockchain and crypto tech * What to expect from the book, VEIL NOT FAIL * and so much more!
About Garrett Sutton:
Garrett Sutton is a corporate attorney, asset protection expert and best selling author who has sold more than a million books to guide entrepreneurs and investors.
For more than 30 years, Garrett Sutton has run his practice assisting entrepreneurs and real estate investors in protecting their assets and maximizing their financial goals through sound management and asset protection strategies. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 13,000 clients protect their assets and incorporate their businesses.
Garrett also serves as a member of the elite group of “Rich Dad Advisors” for bestselling author Robert Kiyosaki. A number of the books Garrett Sutton has authored are part of the bestselling Rich Dad, Poor Dad wealth-building book series. Garrett enjoys speaking with entrepreneurs and real estate investors on the advantages of forming business entities. He is a frequent lecturer for small business groups as well as the Rich Dad Advisors series.
Garrett attended Colorado College and the University of California, Berkeley, where he received a B.S. in Business Administration in 1975. He graduated with a J.D. in 1978 from Hastings College of Law, the University of California’s law school in San Francisco. Garrett is licensed in Nevada and California.
Garrett is a member of the State Bar of Nevada, the State Bar of California, and the American Bar Association. He has written numerous professional articles and has served on the Publication Committee of the State Bar of Nevada. Additionally, He has appeared in the Wall Street Journal, Credit.com and other publications.
He serves on the boards of The American Baseball Foundation, based in Birmingham, Alabama and The Nevada Museum of Art and Sierra Kids Foundation, both based in Reno, Nevada. Garrett has been recognized as a Lifetime Achievement Member by America’s Top 100 Attorneys.
Follow Garrett Sutton on:
Website: https://corporatedirect.com
Schedule a free 15-minute consultation with an Incorporating Specialist (not with Garrett, but with one of his paralegals): https://corporatedirect.com/schedule
Link to RDA Press website where "Veil Not Fail" ebook will be available (all of Garrett's other Rich Dad books are available here as well) https://rda-press.com
Amazon pre-order link for "Veil Not Fail" print version: https://amzn.to/3LgW9JU
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina is joined with Doug Fullaway to discuss why senior living real estate shouldn't be overlooked. Traditionally, businesses in senior assisted living tend to be on the stripped-down, basic side of operations. And that has contributed to its slow pace. But does "slow pace" also pertain to revenue? Doug shares why few retail investors invest in senior living, why he allots time training managers, why he wrote the book Investing in Senior Living, and why senior living has not failed to grow despite its slow adoption of modernity. In this episode you will learn:
- Senior living operations rejected technology for so long
- Why did Doug write the book, Investing in Senior Living?
- Investing in multifamily vs. senior living real estate
- The interesting sub-niches within the niche of senior living
- In the world of senior living, labor has always been a heavy component
- and so much more!
About Doug Fullaway:
Senior Living operational excellence has been the focus of my work since 2002. I was the COO and then the CEO of Vigilan, a leading supplier of software for assisted living, memory care, and independent living. Our customers included many of the leading companies like Emeritus, Brightview Senior Living, and Capital Senior Living.
Vigilan introduced subscription pricing to the senior living market and helped hundreds of senior living communities increase service revenues by $100/resident/month. While working for RealPage after Vigilan was acquired, I pushed for the use of call centers to increase tours by over 40% at Brookdale Senior Living and Holiday Retirement.
I also developed a business simulation tool that is still used to teach senior living at leading universities. I have been part of the team that acquired poorly running communities and turned them around. I sit on the Board of the Center for Health Administration and Aging Services Excellence (CHAASE) at the University of Wisconsin Eau Claire and the Board for the Veteran's Centers of Oregon. Senior Living is my passion!
Doug's book, Investing in Senior Living, can be found at Amazon.com.
Follow Doug Fullaway on:
Website: https://fourteenplus.com/
Investing in Senior Living: Earning Superior Returns While Improving the Lives of Seniors, Book by Douglas Fullaway:
https://www.amazon.com/Investing-Senior-Living-Superior-Improving-ebook/dp/B01MSOWY5R
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina and guest Richard Kent talk ‘flexibility’ in industrial flex spaces. When other assets started looking like ghost towns during the pandemic, industrial spaces were spared. In fact, in Avistone, vacancy rates didn’t look any different from pre-pandemic numbers. Richard explains how industrial properties benefit from the industries they serve, the preparedness industrial real estate operators need to constantly be in, why 40% of their investors are CPAs, and the general explanation of how phenomenal flexible industrial spaces can be. In this episode you will learn: * What Richard Kent learned as a stockbroker * The industries that Avistone leases to * Tenants aren’t going to pay thousands for rent for a space that needs further improvement * The trends for industrial real estate * It’s a once in a decade opportunity to invest in hospitality real estate * and so much more!
About Richard Kent:
Richard Kent oversees Avistone’s capital markets operations and brings 40 years of experience in financial services, real estate investment, and capital markets to the company.
Having completed transactions in commercial properties valued at more than $2 billion, Richard served as a senior executive at Auction.com (now Ten-X) prior to founding Avistone.
Over the course of his career, Richard has held senior positions in the commercial real estate departments of Wall Street firms, commercial banks, and real estate operating firms, including Drexel Burnham, Salomon Smith Barney, and Commercial Capital Bank (now JP Morgan Chase) and Deutsche Bank Berkshire Mortgage.
Rich holds a BA in Political Science and Economics from San Diego State University.
Follow Richard Kent on:
Website: https://avistone.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In this episode of Purpose-Driven Wealth, your host Mo Bina and guest Phil Geiger discuss how governments and small-scale investors can leverage Bitcoin and everything you need to know about its security. From Phil's words, he's 'never been ever more bullish on Bitcoin than today." Here, Phil shares his thoughts on the roles that Bitcoin and cash could play hand-in-hand, talks about the most important chart to look at when it comes to Bitcoin, and explains how Unchained Capital designs its services for the long-term Bitcoin holders. In this episode you will learn:
- There's less illegal stuff done with Bitcoin
- How Unchained Capital works with clients
- Today, it's not just the 'Elon Musks' that are getting into Bitcoin
- Phil Geiger's recommendations for Bitcoin holders
- The trend and predictions for Bitcoin
- and so much more!
About Phil Geiger:
For Phil, Bitcoin is the strongest currency the world has ever seen. It's global, neutral, and can't be arbitrarily debased by a central authority.
Because it is designed to store value for the long run, Bitcoin incentivizes people to save rather than consume. There's nothing better for the environment than a single neutral global currency that makes overconsumption more expensive.
Follow Phil Geiger on:
Website: https://unchained.com/
Twitter: https://twitter.com/phil_geiger
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In the 14th episode of Purpose-Driven Wealth, your host Mo Bina and guest Kevin Valley talk about how you can become investible using insights from metrics. In Trinidad, Kevin and his company, Become Investible, can be considered the only ones of their kind in the game. With experience and a firm market grasp, Kevin helps us understand what is private equity, the ways to evaluate a business's value, the six metrics that help identify your company's attractiveness to investors, and more. In this episode we covered:
- What is private equity?
- Three methods to approach value and business
- What's tricky in the tech and IT space
- The what and how behind Become Investible
- Kevin Valley – on highlighting black entrepreneurship in Trinidad
- and so much more!
About Kevin Valley:
Kevin Valley is a consultant who specializes in helping companies seeking to raise capital or exit to develop a defensible business valuation.
As a qualified Chartered Business Valuator who has spent over 12 years evaluating companies for both debt and equity investment, Kevin believes that unless a valuation can withstand intense scrutiny - it is just a number.
Defensibility is everything.
The Founder and Managing Director of Become Investible, Partner at Aspire Fund Management, and Host of the Caribbean Power Lunch Podcast - Kevin is especially passionate about business and the development of entrepreneurial ecosystems.
He has always admired the power of business to change lives, provide employment, and create sustainable wealth.
Follow Kevin Valley on:
Website: https://becomeinvestible.com/
https://www.kevinvalley.com/
https://caribbeanpowerlunch.com/
LinkedIn: https://www.linkedin.com/in/kevinvalley/?originalSubdomain=tt
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In the 13th episode of Purpose-Driven Wealth, your host Mo Bina and guest Danna Blumenau dig deep into everything a beginner needs to know about investing in mineral rights. Compared to other assets, an investor's entry to mineral rights may not be as 'fluid' as one might think. Here, Danna explains why mineral rights can be very time-consuming, what you need to stay away from when doing your due diligence, and the parts of mineral rights investing that get you tax benefits and those that don't. In this episode we covered:
- What are mineral rights?
- What's good about investing in mineral rights?
- The thing with doing your due diligence regarding mineral rights investing…
- How do mineral rights and private property work?
- Are there tax benefits for mineral rights?
- and so much more!
About Danna Blumenau:
A project-oriented, ambitious, and creative investor, Danna is a hybrid professional - a serial entrepreneur and curator of new ideas with a UX Design background and a special interest in the energy industry. Using her entrepreneurial skills, design background, and ability to jump into a new arena and acquire new skills, she founded Blue Mesa Minerals and grew into a successful and profitable energy asset acquisition company.
Follow Danna Blumenau on:
Website: https://bluemesaminerals.com
YouTube https://www.youtube.com/c/BlueMesaMinerals
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In the 12th episode of Purpose-Driven Wealth, your host Mo Bina and guest Michael Osterhoff discuss why senior living communities are such a promising market sector. By a growing population of senior citizens, the demand for senior housing doesn’t seem to be slowing down anytime soon. Here, Michael explains the factors that challenge entry to the market, the essential components of senior care facilities, and a study conducted pre and during the pandemic that shows the unchanging need for senior care facilities. In this episode we covered:
- What’s so attractive with senior living facilities?
- The challenges to building senior living facilities
- How to evaluate a market for senior living facilities
- A market study on senior living projects pre and mid-pandemic
- How senior care plays in a work and school from home setting
- and so much more!
About Michael Osterhoff:
Meadowview Senior Living develops Independent, Assisted Living, and Memory Care communities for seniors that offer the freedom and flexibility that seniors desire and the amenities they deserve. Meadowview develops spacious, private apartment communities with access to a variety of amenities, including spas, coffee bars, hair salons, movie theaters, craft areas, ice cream parlors, pools, walking trails, gardening, and so much more.
Follow Michael Osterhoff on:
Website: https://www.meadowviewseniorliving.com/
LinkedIn: https://www.linkedin.com/in/michael-osterhoff-6571bb5/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In the 11th episode of Purpose-Driven Wealth, your host Mo Bina and guest Brian Burke talk about why the detail-oriented reader-investor would love the book The Hands-Off Investor. After sharing the basic formula for cap rates in one chapter of the book, Brian answers the biggest misconception most have regarding cap rates. Here, he also shares his two cents on core competencies, the qualification and quantification of sponsors, and the balance he had to keep as an author. In this episode we covered:
- Don’t wander too far away from your core competencies
- Is having market experience enough?
- Cap rates are just market forces
- Will cap rates compress, expand, or level off in the coming years?
- Brian Burke – on why he wrote the book The Hands-Off Investor
- and so much more!
About Brian Burke:
Brian Burke is President & CEO of Praxis Capital, Inc., a vertically integrated real estate private equity investment firm, which he founded in 2001. Brian is also a member of the Praxis Investment Committee. Praxis operates on multiple platforms, currently managing active syndications for the acquisition of single-family, multifamily, and opportunistic residential assets in US growth markets.
Over the course of a real estate investment career that began in 1989, the offerings Brian manages have acquired over 750 properties, including over 3,000 multifamily units, with the assistance of proprietary software that he wrote himself. Acquired asset classes include single-family homes, self-storage, mixed-use, and large apartment complexes in multiple states.
Brian has arranged well over $500 million in debt and equity for Praxis acquisitions. Praxis’ current portfolio exceeds $200 million of real estate assets under management.
Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications and a frequent public speaker at real estate conferences and events nationwide.
Follow Brian Burke on:
Website: https://praxcap.com/
LinkedIn: https://www.linkedin.com/in/praxiscapital
Facebook: https://www.facebook.com/praxcap/
Twitter: https://twitter.com/praxcap
The Hands-Off Investor, Book by Brian Burke:
https://store.biggerpockets.com/products/the-hands-off-investor?variant=32588986974304&utm_source=magazine
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
In the 10th episode of Purpose-Driven Wealth, your host Mo Bina and his guest Troy Eckard drill deep into what makes up America’s mineral industry today. When we turn our heads to media, often, we see oil and gas as a sector that’s easily demonized. But today, Troy explains why oil, gas, and other minerals are ridiculously unique investments, what makes Saudi Arabia’s oil industry different from the US, and why investing in oil and gas will never not be a thing. In this episode you will learn:
- Is media a weapon?
- What is energy independence?
- How unique is gas compared to other natural resources?
- Industrialization needs to be in tune with nature
- How Robert Kiyosaki invests in exploration
- and so much more!
About Troy Eckard:
Troy W. Eckard is the CEO and manager of Eckard Enterprises. Eckard Land and Acquisition, LLC, is an oil and gas mineral company focused on acquiring minerals, maturing the mineral assets, and growing a strong mineral portfolio for its partners.
Follow Troy Eckard on:
Website: https://eckardenterprises.com/
Email: teckard@eckardenterprises.com
Connect with Mo Bina and Purpose-Driven Wealth on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 9th episode of Purpose-Driven Wealth, your host Mo Bina and his guest Neil Wahlgren talk about how value is achieved through sale-leaseback in the industrial real estate market. Unlike other asset classes, industrial real estate isn’t the type investors consider “sexy.” Nevertheless, in this discussion, Neil explains the major appeal to industrial real estate assets, the concept of sale-leaseback, how he captures the spread between real and perceived risks, and more. In this episode you will learn: * Everyone’s entry to industrial real estate is unique * Neil Wahlgren – what makes industrial real estate attractive * What is a sale-leaseback? * The spread between real and perceived risks * Some investors can’t do corporate analysis * and so much more!
About Neil Wahlgren: CRE Sponsor. Raising capital for direct investments into cash-flowing NNN operational industrial real estate. Emphasis on mid-market, creditworthy manufacturing tenants. Sale-leaseback transactions create value through institutional leases and long-term alignment with proven tenants.
Core values of integrity, punctuality, and attention to detail derived through background as a commissioned officer and pilot in the US Air Force & Navy.
Specialties: Securitized commercial real estate investments with credit tenants through industrial sale-leaseback acquisitions.
Follow Neil Wahlgren on:
Website: www.magcp.com
LinkedIn: https://www.linkedin.com/in/neilwahlgren/
Email: neil@magcp.com
Connect with Mo Bina on:Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 8th episode of Purpose-Driven Wealth, hosts Mo Bina, Shah Ahsan, and guest Mike Grantis continue discussing bitcoin and blockchain 101. Being speculative of bitcoin is a normal move to take as for any theoretically new asset in the market. To get rid of the FUD (fear, uncertainty, and doubts), what cryptocurrency basics must one learn? Here, Mike talks about the entry coin to the entire cryptocurrency space, why bitcoin is gold 2.0, what people fail to fully grasp about the design of the crypto network, and more. In this episode you will learn: * Why would Wall Street discourage people from crypto? * Which coins should you get into first? * Blockchain doesn’t have a honeypot! * Gold vs. Bitcoin * Bitcoin – an early game * and so much more!
About Mike Grantis:
Mike Grantis is the Managing Director of Contango Digital Assets, a venture capital fund focused on early-stage crypto investments. He also owns CryptoWeekly, a multi-channel crypto media platform focused on educating investors and reporting top news in the industry. In 2020, Mike launched Bitcoin 101, an educational course taken by over 13,000 students spanning 57 countries. Mike has been a guest speaker at multiple crypto summits discussing Bitcoin, NFTs, ETFs, and Defi.
Follow Mike Grantis on:
Website: https://contango.digital
LinkedIn: https://www.linkedin.com/in/mike-grantis416/
Twitter: https://twitter.com/mikegrantis
Get into the course Bitcoin 101 - Complete Intro to Bitcoin, Blockchain & Crypto:
https://www.udemy.com/course/bitcoin-blockchain-cryptocurrency-101/?referralCode=0D4404C3F05D573A7F4C
Connect with Mo Bina and Purpose-Driven Wealth on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 7th episode of Purpose-Driven Wealth, hosts Mo Bina, Shah Ahsan, and guest Mike Grantis dive into the beauty of decentralized markets and the potential of blockchain technology. Of course, there’s a lot of FUD or fear, uncertainty, and doubts that circle crypto. But where does it all come from? With seven years of experience in crypto advisory, Mike helps us understand how blockchain technology works, the practical uses of blockchain aside from crypto, why crypto gets so much hate from those in power, and more. In this episode you will learn: * The blockchain, in layman’s terms… * Did you miss the boat on cryptocurrency? * Institutions are long-holding crypto investments * Illicit bitcoin transactions vs. illicit cash transactions * How global is bitcoin, and what does it imply? * and so much more!
About Mike Grantis:
Mike Grantis is the Managing Director of Contango Digital Assets, a venture capital fund focused on early-stage crypto investments. He also owns CryptoWeekly, a multi-channel crypto media platform focused on educating investors and reporting top news in the industry. In 2020, Mike launched Bitcoin 101, an educational course taken by over 13,000 students spanning 57 countries. Mike has been a guest speaker at multiple crypto summits discussing Bitcoin, NFTs, ETFs, and Defi.
Follow Mike Grantis on:
Website: https://contango.digital
LinkedIn: https://www.linkedin.com/in/mike-grantis416/
Twitter: https://twitter.com/mikegrantis
Get into the course Bitcoin 101 - Complete Intro to Bitcoin, Blockchain & Crypto:
https://www.udemy.com/course/bitcoin-blockchain-cryptocurrency-101/?referralCode=0D4404C3F05D573A7F4C
Connect with Mo Bina and Purpose-Driven Wealth on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 6th episode of Purpose-Driven Wealth, your host, Mo Bina, and guest Michael Flight discuss the thriving retail real estate market and the direction that it's leading. As Michael and Mo touch on the trend for drive-thrus in the US retail space, Michael explains why studying a business's foundation and what it's evolving to is fundamental to investing in any type of business. Michael also talks about why credit tenants are better than bonds, how creditworthiness affects a client's desirability, and how specific retail sectors are doing record business in the US real estate market. In this episode you will learn:
- What attracted Michael to retail real estate?
- How retail real estate is constantly evolving
- Michael Flight – on drive-thrus
- Credit tenants are like bonds wrapped in real estate
- Inflation is a tax on your income!
- and so much more!
About Michael Flight:
Michael Flight is the principal/CEO of Liberty Real Estate Fund. He is a 34-year commercial real estate veteran with a proven track. Michael completed over $600M+ real estate transactions and was the co-founder of Concordia Realty in 1990. He is a known industry expert on Retail Real Estate and Net Lease properties and a speaker author, along with being the co-host of Nothing But Net podcast. His institutional partnerships have included insurance companies, family offices, hedge funds, and foreign investment funds. In addition, Michael serves or has served on numerous non-profit boards dedicated to poverty alleviation, low-income housing, and education.
Follow Michael Flight on:
Website: https://libertyfund.io/
Email: hello@libertyfund.io
Connect with Mo Bina and Purpose-Driven Wealth on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 5th episode of Purpose-Driven Wealth, your host, Mo Bina, and guest Malorie Nicole talk about how consciousness and curiosity can lead to stronger mind power. Self-awareness is the number one challenge to self-development. For Malorie, this is why coaching is critical. Coaching is about bringing the unconscious to the conscious at the most basic level—something most people aren’t equipped to do alone. Here, Malorie explains the common theme among entrepreneurs that make them different, the healthy way of questioning yourself, and her take on perfection and handling emotions in business. In this episode you will learn:
- How do entrepreneurs differ from others?
- Critical thinking is not overthinking
- Perfection is a barrier
- Conventionality is just safety
- A profit-first objective is toxic
- and so much more!
About Malorie Nicole:
From overcoming a traumatic brain injury, losing parts of her memory, and battling major health issues, all of these things eventually led to Malorie’s own personal growth journey.
Malorie has spent years dedicated to understanding the science of behavior, habit, performance, and healing. She has been featured in numerous media platforms many top-rated podcasts, offering audiences a unique understanding of the power of the mind and how to become the most powerful version of yourself. She believes the best companies, business owners, and leaders are fully committed to their own personal development and growth.
Follow Malorie Nicole on:
Website: https://malorie-nicole.com/
Podcast: www.abundantlyclearpodcast.com
LinkedIn: https://www.linkedin.com/in/malorie-nicole-5b132894/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 3rd episode of Purpose-Driven Wealth, your host, Mo Bina, with guest Adam Gower talks about how capital raising and digital marketing changed throughout the years in real estate investing. When Adam was still working for an electrician, pulling wires, he heard from a multifamily developer about the money they made. From there, Adam decided he didn’t want to sell his time and labor for hourly rates anymore. Adam shares how building movie centers got him into commercial real estate, his take on tokenized commercial real estate, and how crucial content making is to digital presence. In this episode you will learn: * Transitioning from multifamily to building movie theaters for Universal Studios * A story of how Adam almost messed up a pitch * People always find a reason to believe that values don’t go down * What happens after you establish your digital presence? * Adam Gower – on putting yourself out there in content(s) * and so much more!
About Adam Gower:
Dr. Adam Gower builds best-of-class digital marketing platforms for real estate developers so you can syndicate project equity online. In addition, he provides advanced training to investors who want to invest in online syndicated real estate deals with a strong emphasis on wealth preservation and long-term growth.
Follow Adam Gower on:
Website: https://gowercrowd.com/
Podcast: https://gowercrowd.com/podcast/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 2nd episode of Purpose-Driven Wealth, your host, Mo Bina, and guest M.C. Laubscher discuss the different areas that The Great Reset Framework encompasses. As he shares his life growing up witnessing Nelson Mandela’s release from prison, the early stages of civil wars, and eventful histories as such—M.C. preludes to how the role of mainstream media during these events led him to become a truth seeker. Here, M.C. touches on what really happened during the whole GAMESTOP frenzy, the current inflation, and how his framework serves as a guide through the 4th industrial revolution. In this episode you will learn: * Money and power make the world go round * What history should focus about * What The Great Reset Framework encompasses * Project Universal Basic Income (UBI) * C. Laubscher – don’t allow them to make us all hate each other * and so much more!
About M.C. Laubscher:
M.C. Laubscher is a Husband, Dad, Podcaster, Author & Cash Flow Expert. As a cashflow investor and entrepreneur, M.C.’s passion is to assist investors & business owners to create, recover, warehouse & multiply cash flow through advanced strategies.
Having figured out how to escape the rat race and replace his income through cashflow investing, he shares how highly paid professionals and business owners can replace their incomes through cashflow investing strategies to escape the rat race.
He is focused on helping business owners and investors capitalize on their economic opportunities in times of great change, disruption, and chaos. M.C. is the creator & host of the top-rated business and investing podcasts, Cashflow Ninja & Cashflow Investing Secrets.
The Cashflow Ninja Podcast has been downloaded over 4.5 million times in over 180 countries and has been featured as one of the top 48 podcasts for entrepreneurs by Entrepreneur Magazine, and is regularly featured as one of the top 100 podcast by Apple Podcasts.
M.C. also founded Producers Wealth, an insurance brokerage helping clients in the United States with advanced cash flow strategies, and Producers Capital Partners, a firm assisting investors all over the world to invest in alternative assets that produce passive income in any economy and market.
Follow M.C. Laubscher on:
Website: https://cashflowninja.com/
https://producerswealth.com/
https://www.producerscapitalpartners.com/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 4th episode of Purpose-Driven Wealth, your host, Mo Bina, and guest Jeremy Roll discuss what you should keep small when evaluating an asset. When the wealth gap between classes is increasing, Jeremy asks the question, "are you on the right side of the fence?" Today, Jeremy talks about what's turning him into a depreciation investor from a cash flow investor, the probabilities of a pandemic landing on an election, and whether printing more money is good or bad—or if it even matters. In this episode you will learn:
- Jeremy Roll – on scrutinizing the merits of a deal
- Keep your 'box' tight!
- Jeremy's concern for the next decade's GDP growth
- Increasing Wealth Gap – If you can't beat them, join them!
- Is property or housing a right?
- and so much more!
About Jeremy Roll:
Jeremy Roll 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 an investor in more than 70 opportunities across more than $1 billion worth of real estate and business assets.
As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash-flowing investments in real estate and business. He's also the co-founder of For Investors By Investors, a nonprofit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment.
Follow Jeremy Roll on:
LinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/
Email: jroll@rollinvestments.com
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
In the 1st episode of Purpose-Driven Wealth, your hosts Mo Bina and Shah Ahsan, with guest Hunter Thompson speak about an alternative asset that will surely catch the interests of high-income earners. Despite reading countless books on finance and economics, Hunter realized that there will always be risks that can't be perfectly weathered after the financial crisis in Europe. Tune in as they explain how a skilled investor can power through market changes and why it's completely normal to think investing in ATMs is bonkers. In this episode you will learn:
- What the European Debt Crisis taught Hunter
- Your skill set can grow faster than the market
- Passive investing is the only way to financial freedom
- Why ATMs are an attractive asset class
- A factor to mobile home parks that's the same with ATMs
- and so much more!
About Hunter Thompson:
Having a background in economics has allowed Hunter to achieve a holistic approach to analyzing real estate data and has led him to a unique perspective on out-of-state investing. His business aims to help clients invest in passive cash flow opportunities that provide a healthy return on investment without the headaches associated with the stock market's volatility.
Hunter has analyzed and closed residential real estate acquisitions, hard money loans, bridge financing opportunities, commercial and residential syndications, mobile home parks, retail opportunities, and syndicated office space investments. He has worked with multiple asset teams across several geographic locations in the US and Canada.
Hunter's main priority is establishing an extremely diverse portfolio without exposing the client'scapital to unnecessary risk.
Follow Hunter Thompson on:
Website: https://asymcapital.com/
LinkedIn: https://www.linkedin.com/in/hunterthompsoncfc/
Connect with Mo Bina on:
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/