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Key Takeaways

1. Embracing Change: Stacey highlights the importance of making decisive changes when current circumstances no longer serve your well-being and aspirations.
2. Value of Early Experiences: Childhood vacations significantly influenced Stacey’s passion for helping others create memorable experiences through short-term rentals.
3. Strategic Investment: Transitioning from long-term to short-term rentals during the pandemic provided Stacey with more control and security over her investments.
4. Continuous Improvement: Stacey emphasizes the necessity of ongoing learning and adapting, sharing how she pivoted from initial investments to more lucrative opportunities.
5. Overcoming Fear: Stacey's journey underscores the importance of stepping out of comfort zones and trusting the process to achieve entrepreneurial success.

Resources Mentioned

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About our Guest:

Stacey St. John is a seasoned real estate investor and Airbnb entrepreneur. After a successful career in the corporate world, where she led client success and business development for a global consulting firm, Stacey made a bold decision to pursue her passion for real estate. Starting with long-term rentals, she quickly pivoted to short-term rentals, finding her niche in beachfront properties. Stacey's strategic approach and dedication to continuous improvement have enabled her to build a flourishing business, helping others create unforgettable vacation experiences.

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Key Takeaways

1. Mindset is everything: Yair's childhood experience of financial struggles instilled in him the importance of hard work, resilience, and the need to take control of his own financial future.
2. Diversification is key: Yair emphasizes the importance of diversifying your portfolio across different asset classes, including private equity, real estate, and more.
3. Access to capital is crucial: Yair highlights the importance of having access to capital quickly, whether it's through liquidity or other means, in order to take advantage of opportunities as they arise.
4. Private investments can be more accessible than you think: Yair believes that private investments can be more accessible than people think, especially with the right guidance and research.
5. Education is essential: Yair stresses the importance of education and research when it comes to private investing, emphasizing that it's not just about individual deals but about understanding the people behind them.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Yair Klyman is a successful financial advisor and private investor with extensive experience working with high net worth individuals and families. He has a unique perspective on the intersection of wealth creation and financial literacy, drawing from his own experiences growing up in a financially struggling family.

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Key Takeaways

1. Importance of Market Knowledge: Understanding local markets and industry specifics is crucial for identifying investment opportunities.
2. Entrepreneurial Mindset: Early exposure to hustle and entrepreneurship shaped Peter's journey, emphasizing the value of resilience and learning from failures.
3. Transitioning and Reinvention: Insights into transitioning between ventures, from starting a business at 24 to exiting it successfully by 30, and the personal growth involved.
4. Navigating Capital Markets: The shift in IPO and capital markets dynamics over decades, and current strategies for demonstrating value and securing investment.
5. Future Outlook: The role of intuition backed by data in making informed investment decisions, and the evolving investor sentiment in today's markets.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Peter Goldstein, a serial entrepreneur and capital markets expert, began his journey in business at a young age, driven by a passion for growth and learning. Starting with a food distribution business in his twenties, Peter later ventured into helping middle-market companies navigate IPOs and capitalization strategies. With over three decades of entrepreneurial experience, Peter continues to thrive in guiding businesses towards sustainable growth and investment success.

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Key Takeaways

1. Power of Spiritual Practice: Mario's journey began with a deep dive into yoga and Qi Gong, which unlocked a new perspective and energy that fueled his entrepreneurial endeavors.
2. Building Unique Businesses: Learn how Mario created businesses that stood out in the market by focusing on unique, high-impact products.
3. Marketing Mastery: Mario's strategic advertising during low competition periods significantly boosted his brand visibility and sales.
4. Intuitive Decision-Making: Discover the importance of following intuitive guidance and setting clear intentions, as demonstrated by Mario's journey to finding and growing his pharmaceutical company.
5. Holistic Investment Philosophy: Mario emphasizes the importance of investing time and resources into projects that align with one's passion and purpose, rather than diversifying for the sake of financial returns alone.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Mario Brainovic is an entrepreneur and spiritual practitioner known for his innovative approach to business. With a background in advertising and a passion for health and wellness, Mario successfully built and sold a pharmaceutical company to Walgreens. His journey is marked by a deep commitment to creating products that improve lives, driven by a strong spiritual foundation. Currently, he is pioneering new projects, including wellness centers and high-tech sustainable living communities, aimed at fostering creativity and well-being on a global scale.

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Key Takeaways

1. Identify and Challenge Negative Money Beliefs: Understanding and addressing deep-seated negative beliefs about money, often formed in childhood, can significantly impact financial success and personal well-being.
2. Impact of Belief Changes: Changing your money mindset not only alleviates financial stress but also attracts more opportunities and wealth, proving that beliefs are foundational to financial success.
3. Role of Generosity in Business: Integrating generosity into business practices can distinguish you from competitors and attract like-minded, high-net-worth clients who value making a difference.
4. Emotional Connection in Marketing: Effective marketing goes beyond showcasing product features; connecting with customers emotionally through shared values and impactful stories fosters deeper loyalty and trust.
5. Continual Self-Assessment: Regular self-reflection and recalibration of goals are essential for sustained personal and professional growth, ensuring alignment with your evolving passions and aspirations.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Derrick Kinney is the CEO of Good Money Framework and the host of the popular Good Money podcast. With over 25 years of experience as a financial advisor, Derrick has built a reputation for helping clients achieve financial success by changing their mindset about money. He is the author of the best-selling book Good Money, where he shares insights on transforming negative money beliefs, using wealth for good, and building a life of impact and fulfillment. Derrick's innovative approach and commitment to generosity have made him a sought-after speaker, consultant, and thought leader in the financial industry.

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Key Takeaways

1. Pension Mindset to Startup Risk: Growing up in a risk-averse household pushed Scott to seek riskier opportunities in tech and startups to create his own financial security.
2. Extreme Ownership: Scott's approach to success revolves around taking complete ownership of his career, pushing him to continuously strive for more and never settle.
3. The Power of Equity: Scott discusses how equity ownership can significantly impact career trajectory and why he chose to work with startups for the potential of high-risk, high-reward returns.
4. Finding Your Unfair Advantage: Whether investing in or building businesses, Scott emphasizes the importance of identifying and leveraging your unique skills, knowledge, or networks to create an edge.
5. Specialization over Diversification: Scott explains how concentrating on areas where you have expertise can lead to greater success and why specializing can be more beneficial than diversifying too early.

Resources Mentioned

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About our Guest:

Scott Clary is a serial entrepreneur, sales and marketing expert, and host of the "Success Story Podcast." Known for his high-energy style and practical insights, Scott has worked with a variety of startups, helping them scale and achieve success through his deep understanding of sales and marketing strategies. He's also a tech investor with a keen eye for companies with unique value propositions. In addition to his business ventures, Scott shares his journey and insights on his popular podcast, where he interviews high-profile guests and explores what it takes to achieve success.

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Key Takeaways

1. From Sports to Business: Learn how Chad's experience in sports helped shape his approach to teamwork, branding, and overcoming challenges in business
2. Building a Multi-Million Dollar Business: Explore the journey of Chad's fitness equipment business, including the challenges and successes along the way
3. Lessons from an Exit: Chad shares the crucial lessons he learned during the process of preparing a business for sale and the importance of structuring for growth
4. Investing Strategies After an Exit: Understand how Chad transitioned from business-building to other forms of investing, including the value of diversification
5. Helping the Next Generation: Discover how Chad is using his experience to mentor and guide young entrepreneurs, focusing on applying real-world lessons to business success

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Chad Price is a seasoned entrepreneur with a background in sports and business. After founding and building a successful fitness equipment company with his college friends, he orchestrated a multi-million dollar exit after a decade of hard work. Chad's experience spans various industries, and he now focuses on mentoring young entrepreneurs and sharing his insights on business strategy, brand building, and community development. He's the author of a forthcoming book, where he shares the lessons he learned from the ups and downs of entrepreneurship. Chad is passionate about guiding the next generation of business leaders and helping them navigate the ever-changing landscape of business and technology.

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Key Takeaways

1. Understanding the unique structure and benefits of closed-end funds.
2. How CEFs use leverage to boost income without adding significant risk.
3. Addressing common concerns about fees and market volatility in CEFs.
4. Insights into creating a steady income stream from the public markets.
5. Tips for using CEFs as part of a long-term investment strategy.

Resources Mentioned

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About our Guest:

Steve Selengut is a seasoned investment professional with almost 50 years of experience in the industry. He specializes in income-focused investing, particularly with closed-end funds, and has recently published a book detailing his approach. Having built and sold a successful investment advisory firm, Steve continues to share his knowledge and expertise with a new generation of investors, offering practical advice on creating reliable income streams from the stock market.

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Key Takeaways

1. Uncover Your Identity: Your past experiences shape you, but they don't define you. Ask yourself, "Who do I need to be?" to achieve your goals.
2. Clarity is Key: Before you can take action, get clear on what you want. Coach AK recommends the "100 Things You Like, Want, and Desire" exercise to break through limitations.
3. Habit Stacking: Small, consistent actions (micro-habits) lead to big results. Focus on developing positive habits to support your goals.
4. The Investor Mindset: There are different investor types - day traders, swing traders, and long-term investors. Understanding your type can help you manage emotions and make sound investment decisions.
5. The Power of Storytelling: Stories shape our perceptions and influence others. Learn to craft compelling narratives to motivate yourself and inspire others.
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Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Coach AK is a high-performance coach who empowers individuals and teams to achieve their full potential. He has worked with Google executives, entrepreneurs, and community leaders, helping them find clarity, develop winning habits, and master the art of storytelling. Coach AK's unique perspective, shaped by his experiences as a triplet and a leader, allows him to connect with people on a deep level and guide them towards success.

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Key Takeaways

1. The Influence of Childhood: Dom reflects on the profound impact her grandmother and entrepreneurial father had on shaping her values and work ethic.
2. The Shift to Conscious Leadership: Discover how Dom's journey from being a toxic boss to a conscious connector transformed her approach to business and leadership.
3. Embracing Spiritual Practices: Learn about Dom's experience with breathwork ceremonies and how they facilitated healing and personal growth.
4. Navigating Change: Dom shares insights on overcoming resistance and navigating personal and professional transitions with grace and authenticity.
5. The Role of Investing: Gain insights into Dom's perspective on investing in oneself, businesses, and holistic wellness practices as key components of personal and professional development.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Dom Farnan is a former corporate recruiter turned conscious leadership coach and connector. With a background in working with major tech brands, including Samsung, Snapchat, and Qualcomm, she transitioned from being a workaholic to embracing holistic wellness practices and conscious leadership principles. Dom is passionate about empowering individuals and organizations to lead with authenticity, compassion, and purpose.

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Key Takeaways

1. Childhood Patterns: Learn how early childhood experiences shape our patterns and beliefs, influencing our approach to success, money, and fulfillment.
2. The Curse of the White Rabbit: Understand the futility of chasing external validation and achievements, and how it can lead to a perpetual cycle of dissatisfaction.
3. From Achievement to Fulfillment: Explore the difference between living as an achiever driven by ego and validation, versus living as a contributor focused on growth and contribution.
4. Embracing Growth and Contribution: Discover the profound shift that occurs when you prioritize personal growth and contributing to others over seeking external validation.
5. Perspective Shifts: Gain insights from Peter's personal journey, including facing adversity such as wrongful imprisonment, and learn how changing your perspective can turn challenges into opportunities for growth and transformation.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Peter Sage is an entrepreneur, mindset coach, and philanthropist known for his work in helping individuals break free from limiting beliefs and achieve true fulfillment in life. With a background in building multiple international businesses and overcoming personal challenges, including wrongful imprisonment, Peter brings a wealth of wisdom and insight to his coaching and speaking engagements. Through his experiences and teachings, he inspires others to shift from a mindset of achievement to one of contribution, unlocking profound joy and purpose along the way.

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Key Takeaways

1. The Power of Structure: Understand how discipline is a natural byproduct of having the proper structure in place.
2. Perseverance Pays Off: Learn from Dre's journey of facing rejection and setbacks in his pursuit of a professional sports career.
3. Selling Yourself: Discover the importance of marketing and sales skills in promoting your talents and opportunities, whether in sports or business.
4. Anchoring Your Discipline: Find out how identifying your burning desire or anchor can fuel your commitment to achieving your goals.
5. Pivoting with Purpose: Explore the decision-making process behind knowing when to pivot in your career and pursue new opportunities.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Dre Baldwin is a former professional athlete turned mindset coach, entrepreneur, and author. With a background in basketball, Dre leverages his experiences in sports to help individuals and businesses unlock their full potential. Through his platform, "Work On Your Game," Dre empowers others to cultivate discipline, resilience, and confidence to achieve their goals in various aspects of life.

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Key Takeaways

1. The Importance of Listening: Jane emphasizes the significance of active listening in understanding clients' needs and building trust, whether representing buyers or sellers.
2. Confidence and Integrity: Learn how confidence and integrity are vital in navigating transactions with high-net-worth clients and maintaining a sterling reputation in the industry.
3. Servitude and Respect: Discover the value of approaching every client interaction with humility, respect, and a commitment to providing exceptional service.
4. Adaptability and Growth: Jane's journey highlights the importance of adapting to change, seeking mentorship, and continuously honing one's skills to thrive in dynamic business environments.
5. Financial Independence through Investment: Gain insights into Jane's approach to building financial independence through strategic investments and leveraging her expertise in real estate.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Jane Bond is a trailblazing real estate broker with a remarkable track record of success in selling multi-million dollar properties. With a background in hospitality and a keen understanding of client service, Jane's journey from flight attendant to real estate mogul exemplifies the power of confidence, integrity, and determination. Her commitment to excellence and unwavering dedication to her clients have earned her a reputation as a trusted advisor in the competitive real estate market.

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Key Takeaways

1. Prioritize Others: Shift from a self-centered mindset to prioritizing the growth and development of those around you.
2. Challenge the Status Quo: Embrace challenges from all levels of your organization, fostering a culture of open dialogue and continuous improvement.
3. Embrace Vulnerability: Recognize that vulnerability is a strength, not a weakness, and create a safe space for authentic communication and feedback.
4. Lead with Principles: Establish clear guiding principles for behavior and decision-making, aligning actions with values to drive meaningful change.
5. Transformative Self-Reflection: Use the "mirror of truth" to engage in introspection and evaluate whether your actions align with your desired impact and legacy.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Kyle McDowell is the author of "Begin with We: Ten Principles for Building and Sustaining a Culture of Excellence." With over 28 years of experience in corporate America, Kyle's journey from a traditional boss to an impact-driven leader has reshaped his approach to leadership. Through his coaching and consulting work, Kyle empowers individuals and organizations to prioritize others' growth, challenge the status quo, and lead with authenticity and purpose. His transformative insights inspire others to create lasting impact in both their professional and personal lives.

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Key Takeaways

1. Historical Context: Gain a deeper understanding of current financial trends by exploring pivotal events from America's financial past.
2. Emotional Intelligence: Learn how historical knowledge can mitigate emotional reactions during market turbulence, preventing hasty investment decisions.
3. Institutional vs. Individual Investing: Understand the differences in investment strategies between institutions and high net worth individuals, and how to navigate them effectively.
4. Lessons Learned: Explore how past financial crises inform strategies for navigating present-day challenges, such as inflation and economic uncertainty.
5. Long-Term Perspective: Embrace a long-term investment mindset by drawing insights from historical patterns and trends, fostering resilience in volatile markets.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at

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About our Guest:

Mark J Higgins is an esteemed financial consultant and author with a passion for unraveling the complexities of financial history. With years of experience advising large institutional plans, Mark brings a unique perspective to the table, blending intellectual curiosity with extensive research to provide actionable insights for investors. His groundbreaking book offers a comprehensive look at the financial evolution of the United States, empowering readers to make informed investment decisions grounded in historical wisdom.

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Key Takeaways

1. Shift from Making to Receiving: Embrace the mindset that you receive money rather than making it, fostering a more positive relationship with wealth.
2. Practice Appreciation: Cultivate gratitude for the money flowing into your life, recognizing the abundance that surrounds you.
3. Build Trust: Develop trust in your financial journey, alleviating worries and anxieties about money through a sense of confidence and security.
4. Embrace Generosity: Understand the importance of sharing wealth, as giving back and supporting others are integral to experiencing true happiness.
5. Define "Enough": Reflect on what "enough" means to you personally, finding contentment and fulfillment within your current financial circumstances rather than succumbing to the trap of comparison and consumerism.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Ken Honda is a bestselling author, financial educator, and speaker, renowned for his expertise in blending Zen philosophy with modern money management principles. With a background in finance and entrepreneurship, Ken embarked on a journey to explore the deeper significance of wealth and happiness, leading him to become a leading voice in the realm of personal finance. His bestselling book, "Happy Money: The Japanese Art of Making Peace with Your Money," has inspired millions worldwide to transform their relationship with money and find greater fulfillment in their lives. Ken's unique approach to wealth emphasizes the importance of inner harmony and emotional well-being, making him a sought-after mentor and speaker in the field of financial empowerment.

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Key Takeaways

1. Childhood's Impact: Discover how childhood experiences shape mindset and influence financial success.
2. Fearless Entrepreneurship: Learn about Nicole's transition from corporate America to mortgage lending and building a thriving business.
3. Adapting to Market Changes: Understand the challenges and opportunities in the mortgage industry amid fluctuating interest rates.
4. Strategic Real Estate Investing: Explore Nicole's approach to building a diverse real estate portfolio, including residential and commercial properties.
5. Wealth, Freedom, and Mindset: Uncover the importance of defining personal goals, embracing abundance, and achieving financial freedom.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Nicole Reuth is a seasoned entrepreneur and Colorado's leading mortgage broker. With over a decade of experience, Nicole's journey reflects resilience, determination, and a commitment to empowering others. From overcoming childhood struggles to building a successful business and real estate portfolio, Nicole is passionate about inspiring individuals to break through limitations and create a life of abundance.

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Key Takeaways

1. Freedom of Time: Learn why achieving financial freedom alone is not enough; the ultimate goal is freedom of time to pursue what you love without being tied to a job.
2. Multifamily Investing: Understand the scalability and advantages of multifamily investments over single-family properties, providing more passive income and work flexibility.
3. Cash Flow vs. Appreciation: Explore the importance of prioritizing cash flow over appreciation in real estate investments and how it can lead to making work optional.
4. Overcoming Analysis Paralysis: Recognize the common obstacle of analysis paralysis and the significance of taking action to gain experience and learning in the investment journey.
5. Continuous Learning: Embrace the mindset of continuous learning, humility, and adaptability in the ever-changing landscape of real estate investing to reduce risks and increase returns.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Bronson Hill, a seasoned investor and author of "Fire Yourself," brings a wealth of experience in multifamily investing and syndication. With a background in medical device sales, Bronson successfully transitioned from a W-2 job to achieving time freedom through strategic real estate investments. Having raised over $40 million and worked with 1500 investors, he is passionate about helping others understand the power of passive income and making work optional. Join Bronson as he shares valuable insights and actionable strategies on the path to financial and time freedom.

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Key Takeaways

1. The Power of Network: Learn why building and maintaining a strong network is crucial for successful private equity deals.
2. Entrepreneurial Mindset: Understand how an entrepreneurial mindset can be a game-changer in identifying and maximizing opportunities in private equity.
3. Balancing Passion and Profit: Explore the intersection of passion and profit in choosing projects and investments, creating a win-win scenario.
4. Adding Value: Discover the art of adding disproportionate value to businesses, whether through skills, expertise, or strategic insights.
5. Asymmetric Odds: Gain insights into finding and leveraging opportunities in the private equity market that offer asymmetric odds for success.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Andy Hagans is a seasoned entrepreneur with over 20 years of experience in building, selling, and investing in businesses. After successfully exiting businesses, he transitioned into the world of private equity, where he combines his entrepreneurial mindset with strategic investments. Andy is passionate about unlocking value in existing businesses and shares his insights to empower others in the private equity game.

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Key Takeaways

1. Communication & Attention: Learn the importance of effective communication and attention in relationships, preventing conflicts from escalating.
2. Investing in Emotional Capital: Understand how relationships are like investments, requiring attention and emotional capital for long-term success.
3. Pre-Marital Clarity: Gain insights into asking crucial questions before marriage, setting up communication for success and avoiding pitfalls.
4. Post-Marital Growth: Explore the power of asking constructive questions within a marriage, fostering continuous growth and understanding.
5. Financial Lessons: Discover Dino's journey through financial challenges, bankruptcy, and how he transformed adversity into an opportunity for personal and professional growth.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Dino Watt is a relationship expert, speaker, and entrepreneur who has navigated the complexities of marriage, financial challenges, and personal growth. With a background in entertainment and real estate, Dino's journey includes facing bankruptcy and rebuilding a successful life. As the founder of the Relationship Experts Academy, he helps individuals and businesses thrive by focusing on effective communication, emotional intelligence, and building strong foundations in relationships.

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Key Takeaways

1. Prey Drive Unleashed: Understand the concept of prey drive and how activating it is crucial for sustained success.
2. The Four Pillars of Success: Explore the core elements of knowledge, skill, desire (prey drive), and confidence that contribute to achieving greatness.
3. The Challenge of Consistency: Learn about the difficulties in maintaining a high prey drive over an extended period and how to overcome the challenges.
4. Balancing Satisfaction and Ambition: Gain insights into the delicate balance between appreciating current achievements and continuously pursuing new goals.
5. Screwing Your Purpose: Challenge the conventional wisdom of finding your purpose first and instead discover how taking action and pursuing interests can lead to purpose finding you.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Coach Michael Burt is a former sports coach turned real estate entrepreneur and motivational speaker. With a career spanning over 32 years, Coach Burt has won a national championship, owns over $25 million in real estate, and is an expert in packaging offers, monetization, and marketing. He shares his unique approach to success in his best-selling books and empowers individuals to activate their prey drive for long-term achievement. Currently residing in Denver, Colorado, Coach Burt continues to inspire others to reach their full potential.

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Key Takeaways

1. Self-Awareness is Key: Understand and recognize your patterns, emotions, and desires to initiate personal growth and change.
2. Break Free from People-Pleasing: Discover the negative impact of people-pleasing on your life and relationships, and learn to prioritize authenticity.
3. Replace the Drive: Explore the process of finding a new, positive driver for your life that aligns with your values and brings joy and fulfillment.
4. Navigate Obstacles with Support: Acknowledge that seeking support, coaching, or mentorship is essential at any level of success to overcome obstacles and gain clarity.
5. Passion, Confidence, and Commitment: Embrace obsession, passion, confidence, and unwavering commitment as the driving forces to reshape your life and create impactful results.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Angie Wisdom is a former financial advisor turned impactful coach and founder. With a passion for helping individuals tap into their true potential, Angie brings a unique perspective on self-discovery, authenticity, and the power of finding a meaningful drive. After successfully navigating her own transformative journey, Angie is committed to sharing her insights and empowering others to live a more joyful and purposeful life.

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Key Takeaways

1. The Power of Identity: Forbes Riley highlights the impact of identity on one's life and success, emphasizing the role of self-esteem and belief in achieving goals.
2. Overcoming Obstacles: Forbes shares personal stories of overcoming childhood challenges, rejection in the acting industry, and the transformative power of self-development.
3. Pitching Mastery: Explore Forbes' Ultimate Pitch Formula (UPF) and discover how to tailor your pitch based on understanding your audience, making it a life skill applicable in various situations.
4. The Psychology of Pitching: Forbes delves into the psychology of pitching, emphasizing the importance of making people want what you're offering rather than focusing on what they need.
5. Unleashing Your Potential: Learn how pitching goes beyond selling products; it's a core life skill that can lead to more leads, better relationships, and increased confidence.

Resources Mentioned

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About our Guest:

Forbes Riley is a renowned pitch queen who has sold over $2.5 billion worth of products through infomercials and stages. From overcoming childhood challenges to navigating the acting industry, Forbes has transformed her life through self-development and communication mastery. As a teacher of the Ultimate Pitch Formula, Forbes empowers individuals to unleash their potential, communicate with confidence, and achieve unprecedented success. Join us as Forbes shares her inspiring journey and unravels the secrets of effective pitching.

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Key Takeaways

1. Understanding your purpose is the key to unlocking a fulfilling life.
2. Personal healing and growth are essential in reorienting your beliefs towards purpose.
3. Egoic surrender is necessary to shift focus from martyrdom towards fulfilling one's purpose.
4. The societal constructs of education, employment, and retirement can conscript us, but breaking free is attainable.
5. The system is broken but recognizing purpose is the first step in creating a new path towards liberation.

Resources Mentioned

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About our Guest:

Jeff Lerner is a highly successful entrepreneur and educator who teaches people how to think like an entrepreneur. He is the CEO of ENTRE Institute, an entrepreneurial education platform that has enrolled almost 300,000 students. Jeff's personal story of success, failure, and growth has led him to the belief that understanding one's purpose is the foundation of a fulfilling life. His mission is to empower others to break free from societal constructs and live a purposeful life.

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Key Takeaways

1. Redefining Success: Understand the importance of defining your financial goals beyond monetary success, emphasizing experiences and quality of life.
2. Net Worth Tracking: Learn why tracking your net worth is the ultimate financial scorecard, enabling strategic decisions and avoiding the emotional roller coaster.
3. Strategic Investments: Explore the mindset shift from just saving money to strategically investing in various avenues, including real estate, stocks, and tax-efficient vehicles.
4. Team Building: Recognize the significance of building a financial team, from certified financial planners to estate planning attorneys, tailored to your unique goals.
5. Balancing Act: Embrace the balance between saving for the future and enjoying the present, creating lasting memories without compromising long-term financial security.

Resources Mentioned

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About our Guest:

Lisa Chastain is a seasoned financial expert and business owner dedicated to helping individuals take control of their financial destinies. With a background as a financial advisor, she shifted her focus to coaching, empowering others to navigate the complex world of finance with confidence. Lisa's unique approach combines strategic financial planning with mindset mastery, offering a holistic perspective on achieving both short-term and long-term financial goals.

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Key Takeaways

1. Every organization has one number that above all others says if it’s winning or losing the game.
2. The Mind methodology helps align every team member to create value by setting clear outcomes and identifying drivers to achieve the most important number.
3. Doing less well is key to success as an organization.
4. ROI thinking should be applied to all improvements in the organization.
5. Holistic value creation accounts for material, emotional, and spiritual value for all stakeholders.

Resources Mentioned

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About our Guest:

Lee Benson is a serial entrepreneur who developed the Mind methodology to help organizations measure and improve their value creation. He has worked with companies of all sizes and industries around the world, helping them simplify their operations and focus on what creates the most value for their stakeholders.

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Key Takeaways

1. As employees start demanding more from their employers, companies need to meet this head-on and address the concerns and perspectives of their employees.
2. Unions need to focus on being value-added assets and investing in the industry rather than fighting for the lowest common denominator of their employee base.
3. Communication and open dialogue are key in navigating activism in the workplace and finding a balance between personal and company values.
4. Employers need to understand that employees are human and treat them as such to create a culture of greatness.
5. Legacy is not just about direct descendants, but also about the amount of people we touch and influence.

Resources Mentioned

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About our Guest:

Jason Greer is the founder and president of Greer Consulting, Inc., a leading labor relations and management consulting firm. He is a speaker, trainer, and coach, helping individuals and organizations develop strong communication skills, leadership, and problem-solving abilities. Jason has over 15 years of experience in the field and has worked with a wide range of clients, including Fortune 500 companies, non-profit organizations, and government agencies.

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Key Takeaways

1. Discovering True Passion: Chris's transformation from personal training to professional speaking demonstrates the power of finding your true passion for personal fulfillment.
2. Overcoming Monetary Fixation: Learn why a singular financial goal doesn't necessarily lead to happiness, and how shifting your mindset to focus on the journey and not just the destination can bring true contentment.
3. Monetizing Your Voice: Understand that speaking isn't limited to motivational talks; you can monetize your expertise by providing valuable content to your audience
4. Building Your Authority: Realize that becoming a respected figure in your field and effectively communicating your message can elevate your business and create opportunities you never imagined.
5. Customized Solutions: Tailoring your services to your clients' specific needs is key to winning and retaining high-paying clients. Ask questions and listen to understand the real issues your clients are facing.

Resources Mentioned

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About our Guest:

Chris Ruden, born with a disability, has triumphed over adversity to become a sought-after professional speaker and powerlifter. He combines his life experiences, communication skills, and health knowledge to inspire and educate others. With a dedication to helping people better their quality of life, Chris has established himself as a successful speaker in various domains, including change management, overcoming adversity, and diversity and inclusion.

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Key Takeaways

1. It's never too late to change careers.
2. It's important to have a financial plan in place, especially if you have a high-risk job.
3. Don't be afraid to ask for help from financial professionals.
4. It's important to diversify your investments.
5. Don't let setbacks define you.

Resources Mentioned

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About our Guest:

Tom Laune is a financial advisor and the founder of Laune Financial Group. He has over 20 years of experience in the financial industry, and specializes in helping clients achieve their financial goals. Tom is also a motivational speaker and author of the book "From Music Maven to Financial Advisor: My Journey of Reinvention."

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Key Takeaways

1. There is no reason to do anything that you're doing without putting your all in it.
2. The customers need to be first.
3. It's important to separate what you do and who you are.
4. Failure is not the end of the world. It's an opportunity to learn and grow.
5. Never give up on your dreams.

Resources Mentioned

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About our Guest:

Brandon Steiner is a serial entrepreneur and the founder of Steiner Sports, one of the most successful sports memorabilia companies in the world. He has worked with some of the biggest names in sports, including the Yankees, the Cowboys, and Michael Jordan. After losing the rights to his company name in 2018, Brandon reinvented himself and founded a new company, Steinertainment. He is a motivational speaker and author of the book "I'm Still Standing."

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Key Takeaways

1. Discipline is a muscle that can be developed with practice.
2. Start by picking one small habit that you want to improve and focus on that consistently.
3. Be careful about what habits you choose, because you're likely to overdo them.
4. The most important thing in life is to have a purpose.
5. If you have a purpose, you can get dialed in and achieve great things.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

JR Butler is a former professional hockey player and now successful sales leader. He is the founder of JR Butler Sales Training, which helps athletes and veterans transition into successful sales careers. JR is also a husband and new dad, and he is passionate about helping others find their purpose and achieve their goals.

CTAs

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Key Takeaways

1. Proximity Matters: Shawn emphasizes the significance of surrounding yourself with the right people and communities to accelerate your journey towards success.
2. Contentment and Self-Awareness: Learn the importance of self-awareness in maintaining your sanity and achieving contentment in a constantly evolving entrepreneurial journey.
3. Embracing the Journey: Shawn's story highlights the highs and lows of entrepreneurship and how embracing both sides can lead to personal growth and financial success.
4. Overcoming Fear: Discover how early wins in life can help eliminate fear and how a strong sense of self-belief can drive you to achieve your goals.
5. Giving Back: Shawn's journey from musician to millionaire has enabled him to create an organization that supports small business owners, showing the importance of giving back and mentoring others on their paths to success.

Resources Mentioned

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About our Guest:

Shawn Thomas is a serial entrepreneur, investor, and the creator of "Ask a Millionaire." With a journey that started as a young musician aspiring for fame, Shawn transitioned into the business world, eventually achieving financial success. He leverages his experience to help other entrepreneurs and small business owners through Accelerators Organization, a unique support network for those striving to reach their goals.

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Key Takeaways

1. Bill’s journey towards creating a better life started when he was a sophomore in high school.
2. Bill’s first target was selling t-shirts at high school football games.
3. Bill’s success in real estate is attributed to his ability to identify opportunities and take calculated risks.
4. Bill emphasizes the importance of building relationships and networking in the real estate industry.
5. Bill shares his vision for the future of real estate investing.

Resources Mentioned

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About our Guest:

Bill Faeth is a real estate entrepreneur with almost 25 years of experience in the industry. He is the founder of Inbound Marketing Agents, a digital marketing agency that specializes in helping companies grow their online presence. He is also the co-founder of LendVer, a platform that connects borrowers with lenders. Bill is passionate about helping others achieve their financial goals through real estate investing.

CTAs

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Key Takeaways

1. The Power of Perspective: David's transformational journey from adversity to independence illustrates the significance of choosing how to perceive life's challenges.
2. Clarity Leads to Confidence: Getting clear about your financial goals and understanding the tax landscape empowers you to make confident, informed decisions.
3. Selecting the Right Advisors: Differentiate between tax preparers and tax strategists to ensure you're working with professionals who proactively optimize your financial situation.
4. Tax-Smart Investing: Discover how strategic investing can minimize tax liabilities and maximize wealth accumulation.
5. Impactful Financial Independence: David's mission to positively impact 1 million lives underscores the importance of financial education and empowerment.

Resources Mentioned

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About our Guest:

David A. Perez is a renowned tax strategist and financial educator dedicated to helping individuals and businesses navigate the complex world of taxation while optimizing wealth-building opportunities. With a background in real estate and a passion for financial independence, David has made it his mission to impact 1 million lives through tax-smart strategies and financial education. His journey from a sheltered upbringing to entrepreneurial success serves as an inspiring example of resilience and empowerment. Join David and Steven as they delve into the strategies and mindset needed for financial independence in this insightful podcast episode.

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Key Takeaways

1. The importance of identifying and pursuing your North Star in life.
2. How adversity can be a catalyst for growth and self-discovery.
3. The power of consistency in achieving your goals and overcoming obstacles.
4. Defining happiness on your terms and pursuing what sets your soul on fire.
5. The role of culture and shared vision in achieving organizational success.

Resources Mentioned

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About our Guest:

Scott Miller is a highly accomplished executive with over three decades of experience in the beverage industry. He has held various leadership positions and has a passion for leadership development and organizational success. Scott is also the author of "The Summit Mindset," a book that offers valuable insights into achieving personal and professional goals.

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1. The Value of Financial Clarity: Jeff emphasizes the importance of setting a baseline financial goal. Achieving this goal provides clarity and frees you from unnecessary financial stress, allowing creativity to flow.
2. Prioritizing Family: Jeff's dedication to maintaining a strong marriage and spending quality time with his children underscores the importance of nurturing family relationships amid entrepreneurial pursuits.
3. Vision and Synergy: The power of creating a shared vision with your partner is highlighted. Synergy in working towards common goals can lead to remarkable growth and fulfillment.
4. The Role of Planning: Planning, including vision boards and life plans, can be transformational. Jeff and his wife's commitment to creating a clear vision helped them achieve their goals quickly.
5. Balancing Opportunity and Distraction: Jeff's journey emphasizes the need to distinguish between opportunities and distractions. Setting clear goals helps you stay focused on what truly matters.

Resources Mentioned

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About our Guest:

Jeff Hampton is a former attorney turned entrepreneur based in Texas. After a successful legal career, he transitioned into entrepreneurship, starting multiple law practices and exploring opportunities in short-term rentals and real estate investment. Jeff is dedicated to his family, emphasizing the importance of maintaining a strong marriage and nurturing relationships with his children. He is a firm believer in the power of setting clear financial goals and creating a shared vision with a partner to achieve personal and professional success. Jeff's journey exemplifies the transformative impact of planning, vision, and balance in pursuing a fulfilling life.

CTAs

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Key Takeaways

1. Redefining Success: Kris Krohn's journey from traditional education to entrepreneurship taught him that true success goes beyond financial wealth. Discover how he shifted his perspective from the conventional path to a more impactful and fulfilling life.
2. Delegating and Empowering: Learn the importance of delegation and empowering the right people to build and lead your businesses. Kris shares his insights on letting go of control, finding capable leaders, and creating a high-performance team.
3. Creating a Perfect Week: Explore Kris's unique approach to work-life balance, where he designed a "perfect week" that prioritizes family time, personal growth, and contribution. Discover how this approach helps him stay fulfilled and aligned with his values.
4. Turning Tragedy into Purpose: Kris's personal experiences, including the loss of a close friend, taught him the importance of living a life of purpose and making a meaningful impact. Learn how he channeled his grief into positive action and the philanthropic initiatives he's passionate about.
5. Legacy and Giving Back: Delve into Kris's commitment to leaving a lasting legacy by positively impacting lives through charitable efforts and projects. Gain insights into how aligning your wealth with your values can create a powerful legacy.

Resources Mentioned

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About our Guest:

Kris Krohn is an accomplished entrepreneur, real estate investor, and educator with a passion for making a positive impact on the world. Kris has built an impressive portfolio of single-family homes, created successful businesses, and achieved financial freedom at a young age. Beyond his business endeavors, Kris is dedicated to philanthropy and empowering others to live purposeful lives. He is a sought-after speaker, educator, and mentor, sharing his wealth-building strategies and insights to inspire individuals to create their own paths to success and fulfillment.

CTAs

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Key Takeaways

1. Equity Empowerment: Discover the transformative power of equity ownership in real estate, entrepreneurship, and investment for achieving financial independence.
2. Embrace Curiosity: Understand the significance of exploring topics that make you naturally curious and how this can pave the way to your unique purpose.
3. Ikigai Unveiled: Learn how the Japanese concept of Ikigai can guide you in uncovering your purpose and igniting your passions.
4. Balancing Security and Ambition: Explore the process of setting a financial "number" to create a foundation of security while pursuing higher aspirations.
5. Resilience through Equity: Gain insights into building resilient wealth and autonomy, allowing you to steer your life's direction and focus on what truly matters.

Resources Mentioned

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About our Guest:

Paul Thompson is a seasoned real estate investor, entrepreneur, and educator. With a background in engineering, he's always been driven by curiosity and a desire to share knowledge. Paul's passion for learning and teaching led him to create his own path to financial freedom through real estate investments. He empowers others to do the same by combining the principles of Ikigai and equity ownership to find their purpose and achieve autonomy in their lives. Paul's expertise lies in guiding individuals towards sustainable financial independence while embracing their innate strengths and passions.

CTAs

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Key Takeaways

1. Aligning Purpose and Prosperity: Understand how aligning your purpose with your business can lead to both financial success and personal fulfillment.
2. The 10% Rule: Learn why focusing on the vital 10% of tasks that truly move the needle in your business can lead to greater efficiency and growth.
3. Debunking Limiting Beliefs: Discover how to overcome limiting beliefs that may be holding you back from creating impact and income simultaneously.
4. Leverage and Scalability: Explore the concept of leverage and how it can help you maximize your time and efforts while building a legacy.
5. Balancing Impact and Income: Gain insights into striking a harmonious balance between making a difference in the world and achieving financial prosperity.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Knolly Williams is a visionary entrepreneur, author, and speaker who has been teaching and coaching since the age of 18. With a background spanning multiple successful businesses and industries, Knolly is a firm believer that financial success and making a positive impact can go hand in hand. He is the author of "3 Hours a Day: How to Successfully Create and Maintain the Lifestyle of Your Dreams," a book that guides entrepreneurs on achieving more by doing less and finding fulfillment through alignment with purpose. As a thought leader in business and mindset, Knolly has transformed countless lives by helping individuals discover their superpower and create a life of real significance. Connect with Knolly Williams to unlock the keys to a purposeful and prosperous life.

CTAs

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Key Takeaways:

1. Shifting from Zero-Sum Game to Value-Add World: Move from a scarcity mindset of giving to receive, to a mindset of appreciation, acknowledgment, and adding value before giving.
2. Living in Faith: Embrace gratitude for a future of the unknown, knowing that there's something bigger than you, protecting and promoting you, leading to a life of abundance and impact.
3. Consistent Pursuit of Potential: Find joy in the journey, enjoying the process rather than tying happiness solely to outcomes, which leads to sustainable growth and fulfillment.
4. Applying the Why: Realize that you are already part of something bigger and don't need to search for your purpose. Align your actions and behaviors with the abundant system you belong to.
5. Simplicity in Practice: Focus on the simple things that have the most impact. Develop non-negotiable daily practices, such as gratitude and kindness, to ensure lasting success and fulfillment.

David Meltzer is an accomplished entrepreneur, author, and mentor, known for his transformative teachings on business, success, and fulfillment. With a focus on adding value, faith, and gratitude, David has mentored countless individuals and helped them achieve both financial success and a greater sense of purpose in their lives. Through his free trainings, books, and inspirational content, David continues to inspire and empower people to live their best lives and create positive impacts in the world.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

David Meltzer is an accomplished entrepreneur, author, and mentor, known for his transformative teachings on business, success, and fulfillment. With a focus on adding value, faith, and gratitude, David has mentored countless individuals and helped them achieve both financial success and a greater sense of purpose in their lives. Through his free trainings, books, and inspirational content, David continues to inspire and empower people to live their best lives and create positive impacts in the world.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Steven Pesavento and Antonio Cucciniello discuss his journey from picking up odd jobs to becoming a full-time real estate entrepreneur. Antonio shares insights into the challenges and rewards of transitioning from a stable job to running his own business, the importance of financial responsibility, and dealing with emotional uncertainty. He also talks about his vision for building a media company to help beginners in real estate investing and his mission to democratize wealth-building opportunities. Join the conversation as they delve into the mindset required for success, the pursuit of financial freedom, and the impact of entrepreneurship on personal growth.

Key Takeaways

1. Financial Responsibility in Entrepreneurship: Antonio discusses the increased financial responsibility and emotional uncertainty that comes with transitioning from a stable job to running a full-time business.
2. The Upside of Entrepreneurship: While Antonio enjoys more freedoms as an entrepreneur, he also acknowledges the ongoing efforts required to keep the business thriving.
3. Defining Success and Making an Impact: Antonio shares his aspirations of building a media company to help beginners in real estate investing, democratizing wealth-building opportunities, and impacting lives positively.
4. The Endless Pursuit of Success: Steven and Antonio explore the ever-evolving nature of success and how setting clear goals is essential in the pursuit of financial freedom.
5. The Power of Control and Impact: Both Steven and Antonio emphasize the importance of financial control, impact, and legacy in their entrepreneurial endeavors.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Antonio Cucciniello is a real estate entrepreneur and content creator with a passion for helping others achieve financial freedom through real estate investing. With a background in software engineering, he made the leap into entrepreneurship to build a media company focused on empowering beginners in real estate. Antonio's mission is to democratize the learning of real estate investing, allowing more people to access opportunities for generational wealth and financial independence. Through his journey, he aims to inspire others to take control of their lives and create a lasting impact on their communities.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

The power of real estate: Learn how real estate investing can provide passive income and financial freedom.

Partnering for success: Find out why partnering with the right people is crucial for fast-tracking your success in real estate.

Balancing active business and wealth multiplication: Understand the importance of allocating time between active income generation and multiplying wealth through investments.

Scaling through leverage: Discover how leveraging properties and utilizing strategies like 1031 exchanges can help scale your real estate portfolio.

Beyond real estate: Explore the significance of creating a well-rounded life beyond real estate and finding fulfillment through family, travel, and experiences.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Jason Lee is a successful real estate investor and broker, known for his expertise in multifamily properties and investment strategies. Starting his journey at a young age, Jason has built a thriving real estate business, helping clients navigate the market and achieve their financial goals. With a focus on partnerships, Jason emphasizes the value of collaboration and finding the right opportunities to create passive income and long-term wealth.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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1. Question advice from those who haven't accomplished what you aspire to do: When seeking guidance, consider whether the person offering advice has achieved what you want to accomplish. Surround yourself with individuals who have the knowledge and experience in your desired field to receive valuable insights.
2. Find digital mentors: In today's digital age, you have access to an abundance of knowledge and inspiration through platforms like YouTube, podcasts, and books. Seek out influential figures who share wisdom and motivate you to pursue your goals. Build a positive environment by replacing negative influences with those who uplift and inspire you.
3. Uncover your mission through personal struggle: Reflect on your own struggles and identify the most significant challenges you've faced. By leveraging your own pain and triumphs, you can make a meaningful impact on others who may be going through similar hardships.
4. Surround yourself with supportive individuals: To stay motivated and focused, surround yourself with people who believe in you and your mission. Building a strong support network will propel you forward and help you overcome obstacles.
5. Embrace belief in yourself: Recognize your own potential and strive to strengthen your self-belief. By believing in yourself, you can unlock your full potential and make a lasting impact in the world.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Evan Carmichael is a renowned entrepreneur and motivational speaker. He has built a massive following on YouTube by sharing the wisdom and success stories of notable figures such as Oprah Winfrey, Steve Jobs, and Elon Musk. Evan is dedicated to empowering individuals to believe in themselves and achieve their goals. With over two decades of experience, he continues to inspire millions through his content, coaching, and motivational speeches.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

1. Overcoming scarcity mindset: Devin shares how he shifted his mindset from believing money was scarce to realizing that it can be generated through hard work and serving more people.
2. Transitioning from a job to entrepreneurship: Devin explains his decision to leave his job in the mortgage industry and pursue real estate investing as a means to build wealth for himself and his family.
3. The power of holding properties: Discover the BR method (Buy, Renovate, Rent, Refinance, Repeat) and how Devin used it to build wealth by owning properties instead of selling them, allowing for tax advantages and long-term financial growth.
4. Becoming the bank: Learn how Devin leveraged the concept of being the bank to multiply his money by being both the investor and the lender in real estate deals, thereby creating income streams in two places simultaneously.
5. Sharing the knowledge: Devin's passion for helping others achieve financial freedom led him to share his strategies with friends, family, and even strangers, despite initial skepticism, emphasizing the transformative power of these wealth-building strategies.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Devin Burr started his journey in the mortgage and refinance business before transitioning full-time into real estate. He experienced financial struggles due to childhood influences and a scarcity mindset. However, Devin's determination and drive led him to excel in sales, earning more money and realizing that financial abundance was within reach. After finding success in wholesaling and flipping houses, he discovered the power of holding properties and becoming the bank, enabling him to achieve financial freedom and job optional status. Devin now shares his knowledge and strategies to help others transform their financial lives.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

1. Money is Everything: Understand the crucial role money plays in hiring, creating experiences, and regaining control of your time.
2. Mindset Shift: Overcome self-limiting beliefs and surround yourself with successful individuals to change your perspective and believe in your own potential.
3. The Power of Coaching and Accountability: Embrace feedback and mentorship from someone who can provide direct guidance, hold you accountable, and push you to take action.
4. Investing in Community: Build a community that provides free value and collaboration, helping others while establishing yourself as a go-to resource.
5. Elevate Your Surroundings: Continuously upgrade your network by investing in masterminds and communities where you can learn from and connect with high-achieving individuals.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Pace Morby is a highly successful real estate entrepreneur with extensive experience in the industry. He has built a thriving business, employing hundreds of individuals and leveraging his expertise in creative financing. Pace is known for his commitment to providing free mentorship and value to the real estate community. With a strong focus on mindset, money, and community, Pace is dedicated to helping others unlock their full potential and achieve success in the real estate industry.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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1. Running ahead of the competition: Armando's childhood Easter egg hunt story demonstrates the importance of being ahead of others to win. This concept applies to investments, where staying ahead of the curve leads to greater profitability.
2. Understanding human psychology: By recognizing patterns driven by human emotions like greed and fear, investors can anticipate market movements and make informed decisions.
3. Historical analysis: Studying past events, including economic cycles and technological advancements, helps identify recurring patterns and predict future trends.
4. Awareness of opportunities: Being exposed to new ideas through networking, conferences, and surrounding oneself with like-minded individuals enables investors to discover untapped opportunities.
5. Leveraging expertise: Armando emphasizes the value of focusing on one's expertise and using it as a foundation for investment decisions. By marrying industry knowledge with investment strategies, individuals can gain a competitive advantage.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Armando Pantoja is an experienced investor and tech enthusiast with a background in software engineering. With a focus on the tech sector, stocks, and cryptocurrencies, Armando leverages his knowledge and understanding of technology trends to stay ahead in the investment world. He emphasizes the importance of marrying one's expertise with investment strategies to maximize profits and identify unique opportunities. Armando's story of transitioning from a corporate job to entrepreneurship and investing inspires others to take control of their financial futures.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

1. The power of wholeness and letting go: When we operate from a state of wholeness, free from emotional baggage, we can approach problem-solving from a stronger position and find effective solutions.
2. Moving beyond the freedom number: While setting financial goals is important, true freedom comes from aligning our work with our passions and operating in our highest and best self.
3. Alignment and productivity: When we focus on doing what we truly love and enjoy, productivity and success naturally follow. By designing a life where everyone on the team does what they love, work becomes more pleasant and fulfilling.
4. The ripple effect of creating opportunities: By embracing our strengths and creating opportunities for others, we can make a positive impact in the lives of individuals, families, and communities. This ripple effect can extend far beyond our immediate sphere of influence.
5. Clarity and self-awareness: Getting clear on our strengths, weaknesses, desires, and what brings us energy is essential for making decisions and creating a life of purpose and abundance. Seeking honest feedback from trusted mentors or coaches can help in this process.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Alvin Hope Johnson is a visionary entrepreneur in the real estate industry, known for his passion for creating opportunities and impacting lives. With a focus on developing affordable housing and workforce housing units, Alvin's work goes beyond profitability, aiming to provide safe and decent environments for families and generate opportunities for various stakeholders. He believes that true freedom and fulfillment come from doing what we love and aligning our work with our purpose.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

1. The influence of childhood experiences: Learn how Amanda's upbringing in a family of entrepreneurs and real estate investors shaped her entrepreneurial spirit and ultimately led her to pursue a career in accounting and real estate.
2. Uncovering the secrets of the wealthy: Understand the tax-saving strategies that wealthy individuals use, such as leveraging their team of experts, utilizing tax codes for depreciation and 1031 exchanges, and taking advantage of leverage in real estate investments.
3. Breaking free from traditional mindsets: Discover how Amanda's decision to break away from the traditional path of a W-2 job and start her own firm and real estate investing journey was influenced by her parents' entrepreneurial lifestyle and her exposure to the potential of real estate investing.
4. Building the right team: Learn what to look for in a CPA when building your team, including finding someone well-versed in your industry, asking about successful investor clients, and seeking expertise in advanced tax planning strategies.
5. Leveraging expertise for financial success: Understand the importance of leveraging the knowledge and insights of your team members, including CPAs and legal advisors, to expand your understanding of wealth-building strategies and achieve financial success.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Amanda Han is a CPA specializing in tax planning and real estate investments. With a background in accounting and experience working with wealthy individuals, she has extensive knowledge of tax codes and strategies that can benefit everyday investors. Amanda is passionate about helping others navigate the tax landscape and maximize their wealth-building opportunities through real estate.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Key Takeaways

1. The importance of having "no touch" investments and planting seeds for long-term wealth growth.
2. The power of community and mentorship in shifting mindset and achieving success.
3. Choosing friends and associates who are growth-oriented and can positively influence your financial journey.
4. Finding work that you love and are passionate about to create financial rewards and opportunities for investment.
5. Building a diversified investment portfolio with a mix of stocks, real estate, and secure investments, actively managed by experts.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Adam Contos is a former CEO of RE/MAX and an experienced entrepreneur. Growing up in a working-class family, he broke free from traditional thinking and embraced the world of investing and entrepreneurship. Adam has a deep understanding of the power of active investing, building wealth, and surrounding himself with growth-minded individuals. With his diverse experience and success, he continues to inspire others to achieve financial freedom through smart investing and a purpose-driven approach to wealth creation.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Key Takeaways

1. Going through challenging times can be an opportunity to gain clarity and understand your life's vision and purpose.
2. Whether through a personal relationship with God or a sense of oneness with the universe, finding connection leads to love, power, and peace.
3. Create a clear vision of the life you want to build, including your desired impact on others, and let it guide your actions each day.
4. True success comes from building meaningful relationships and serving others, rather than solely focusing on personal gain.
5. Ask for guidance, be open to receiving signs, and trust the process of discovering your vision and purpose.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Jon Gordon is a bestselling author, speaker, and leadership expert who has transformed countless lives with his powerful messages. With a humble beginning as a restaurant owner, Jon's journey took a pivotal turn when he embraced his vision and purpose to make a difference in people's lives. Despite facing rejection and challenges, he persevered and became a beacon of hope, spreading positivity and inspiration. Jon's faith and belief in the oneness of all things have guided his path, allowing him to connect with his true purpose. Through his books, speeches, and teachings, Jon continues to uplift others, reminding them of the power of love, vision, and serving a greater cause.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at

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Key Takeaways

1. Invest in yourself - prioritize personal growth and development.
2. Take action - don't just talk about it, do something.
3. Embrace failure - learn from mistakes and keep going.
4. Think long-term - plan for the future, not just the present.
5. Be open-minded - consider new ideas and perspectives.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Michael O'Donnell is a sales pro in the solar space who has achieved financial independence. He is also the author of the book "The No Matter What," which is a recipe for a seven-figure income in sales. He is a business person who has achieved financial independence. Coming from a family of Irish immigrants who worked hard to achieve the American dream, Michael was lucky to have opportunities for education and success. However, he faced a personal challenge early on in life with a high risk for alcoholism, which he overcame through a 12-step program. He has been sober for 39 years and has written a book on sales success.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

1. Sports teach resilience, discipline, and teamwork for business success
2. Real estate investing creates passive income and financial freedom
3. Virtual assistants help automate, delegate, and scale your operations
4. You need a clear vision, plan, and why for investing
5. Always learn, grow, and network with other investors and entrepreneurs

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Bob Lachance is a former professional hockey player and the founder and CEO of REVA Global, a virtual assistant staffing company that serves real estate investors and entrepreneurs. He is also a co-creator of FortuneBuilders, a leading real estate education and mentorship program. Bob has over 17 years of experience in real estate investing and business development. He is passionate about helping others achieve financial freedom and success through his coaching, training, and podcasting.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

Naming your number, the amount you want to earn passively every month, is crucial to achieving financial freedom

Working smart is just as important as working hard

Childhood experiences can shape one's attitude towards money and financial independence

Starting a business at a young age can set the foundation for a successful career

Financial freedom is achievable with the right tools and strategies

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Joseph Camberato is a seasoned entrepreneur and the co-founder of National Business Capital, a leading provider of financing solutions for small and medium-sized businesses. With over 15 years of experience in the finance industry, Joseph has helped thousands of business owners access the funding they need to grow and succeed.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

1. Limiting beliefs around money can have deep roots and can come from a variety of sources such as childhood upbringing, religion, and societal norms
2. Becoming aware of one's money beliefs and emotions is a crucial step towards uncovering and rewiring one's money mindset
3. The process of identifying and becoming aware of limiting beliefs is a two-step process that involves recognizing the problem and then solving it
4. The micro tools diet, which includes microdosing psilocybin and other modalities, can be an effective way to rewire the brain and overcome limiting beliefs
5. Adopting an investor mindset and creating a vision for one's life can help to reprogram the mind with new beliefs

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Kim Daly is a successful entrepreneur and business consultant. She is the founder and CEO of Daly Group, a consulting firm that specializes in business strategy, leadership development, and organizational change. With over 25 years of experience, Daly is a sought-after speaker and author on topics related to business growth and transformation.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Key Takeaways

1. Limiting beliefs around money can have deep roots and can come from a variety of sources such as childhood upbringing, religion, and societal norms
2. Becoming aware of one's money beliefs and emotions is a crucial step towards uncovering and rewiring one's money mindset
3. The process of identifying and becoming aware of limiting beliefs is a two-step process that involves recognizing the problem and then solving it
4. The micro tools diet, which includes microdosing psilocybin and other modalities, can be an effective way to rewire the brain and overcome limiting beliefs
5. Adopting an investor mindset and creating a vision for one's life can help to reprogram the mind with new beliefs

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Peggy Vandeplassche is a writer and speaker who focuses on the benefits of microdosing for mental health and personal transformation. She is the author of the book "The Microdose Diet; How To Rewire Your Brain, Free Your Mind And Jumpstart Your Life", which explores the science and practice of microdosing. Peggy's mission is to educate people about the potential of microdosing to enhance well-being and promote positive change.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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In this episode, Steven Pesavento talks to Nate Barger about his personal journey of overcoming childhood trauma and financial struggles to become financially secure. He talks about the impact of growing up in a dysfunctional household and how it shaped his beliefs about money and success. He shares his struggles with using food as a coping mechanism and how he had to make a conscious decision to change his behavior to achieve success. He talks about the importance of mindset, consistency, and learning from failures to achieve financial security.

Key Takeaways

1. Childhood experiences and beliefs can shape our relationship with money and success
2. Overcoming limiting beliefs and changing behaviors is essential
3. Mindset, consistency, and learning from failures are crucial to achieving financial security
4. Surrounding oneself with successful people can be a valuable shortcut to success
5. Achieving financial security requires making a conscious decision to change and taking action every day, even in the face of challenges and setbacks.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Nate Barger is a successful real estate investor with 16 years of experience. He spent seven years in and out of prison with four felonies, which made it impossible to get a job. At 29, he felt empty despite having made millions selling tons of weed. He cried out to God and was guided to real estate, where he has since flipped over 3500 units and manages a Facebook group with over 100,000 members.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Key Takeaways

1. Pay yourself a true salary as a business owner
2. Have expert advisors on your team, including a great CPA
3. Look forward and build a target to achieve financial success
4. Master accounting as a skill
5. Know as much about your tax return or financial statement as any of your advisors do

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Anne Gannon is the Principal at The Largo Group, which offers innovative accounting and bookkeeping solutions to businesses and individuals and has over 500+ customers. The uniqueness of our firm is that Anne is the sole owner as most accounting firms are partnerships. We are set up as a corporate model. If we win, the team wins. Anne’s audience on social media is greater than 1,500+ and she is happy to share your episode with her fans!

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Key Takeaways

1. Passive income provides the freedom to choose to figure out what you really want to do
2. Make a positive impact in people's lives, particularly in distressed apartment communities
3. Improving the quality of life for those living within the properties you own can have a huge impact on their health, education, and mental wellbeing
4. Real estate investing can be a highly profitable business that also solves great problems and creates communities
5. Creating internal motivation and drive is important when you don't have to do something right away, and having a greater connection to something impactful can help move you forward.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

About our Guest:

Sam Sells is a military veteran turned entrepreneur and real estate investor. After serving in the military, he found his passion in helping improve the lives of others through real estate investing. He focuses on improving distressed apartment communities by renovating both the inside and outside of the properties. By doing so, he has not only been able to create profitable companies but also make a positive impact on the lives of those who live in these communities. Sam is passionate about using his skills and resources to solve problems and create a better world.

CTAs

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Key Takeaways

1. Private equity is essentially owning a private business, and it's one of the three ways people can grow their money over time
2. How it can be operationally heavy, while investing in other businesses can be more passive
3. It's important to consider diversifying your investments to minimize risk.
4. Creating passive income is crucial for building long-term wealth and financial stability.
5. Having a clear vision for your life and financial goals is essential for making smart investment decisions.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

About our Guest:

Philip Palumbo is a wealth management expert who has spent decades helping his clients grow their net worth through smart investments. He is a contributor on CNBC, Bloomberg, Reuters, TD Ameritrade Network, and Cheddar News. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron's. He is also the founder of Palumbo Wealth Management. 

CTAs

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at

https://investormindset.com/start

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Key Takeaways

1. Translating your skills into new businesses and ideas
2. Building an asset that sells itself and having a reliable income helps businesses be more secure
3. The importance of pivoting and adjusting in business to find the most successful product
4. Financial freedom allows for more time with family and is a driving force for many people
5. The irreplaceable feeling of transformation and growth in a business

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

About our Guest:

Lynn Smith is a former news anchor who worked for HLN (formerly Headline News), CNN, and NBC. Smith worked for HLN as a news anchor and correspondent, then for NBC News and MSNBC. In 2019, Smith left NBC News to start her own media company, Lynn Smith Media Group, which provides strategic media consulting services.

CTAs

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Key Takeaways

1. Developing resilience to cultivate a growth mindset
2. Self-care and self-awareness is key to maintaining resilience and avoiding burnout
3. Building strong relationships and networks can  help you navigate challenges more effectively
4. Embracing failure can lead to greater innovation and success in the long run
5. Taking calculated risks can help you overcome obstacles and achieve your dreams

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

About our Guest:

JM Ryerson is an entrepreneur who has been building companies and leading sales teams for over 20 years. JM is also the co-founder and CEO of Let's Go Win, a company dedicated to helping people around the world live their best lives.

CTAs

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at

https://investormindset.com/start

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Key Takeaways

1. Aligning your business with your purpose and values for greater success and fulfillment
2. Creating a clear mission and vision for your business can help you stay focused and motivated
3. Authenticity and vulnerability can be powerful for building a connection with your customers
4. Social impact can create a positive ripple effect that benefits everyone involved.
5. Developing a strong team and support network is essential

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

Shawn Meaike is a serial entrepreneur and the founder of Family First Life, a platform that connects families with essential resources for insurance. In late 2013, Shawn launched Family First Life, currently a multi-million-dollar independent marketing organization. As Shawn describes it, he is “building a company that truly puts both the families of our clients and the families of our agents first.”

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Welcome to the new Name Your Number podcast. The first episode premieres Tuesday. If you're already subscribed to The Investor Mindset, you're all set to receive Name Your Number show on your favorite podcasting app.

When you Name Your Number that you want to earn passively every month - that creates your ultimate quality of life - then I believe you’ve achieved real freedom.

The path towards creating your ideal life starts with discovering your vision for your new life. Deciding what your lifestyle will look like, feel like and be so you can ensure your Passive Investment Plan is a match.

No one prepares you for what comes next after you’re on a path to success. Whether you’ve built your business from the ground up, gotten the house of your dreams for your family, or finally worked your way up to the salary you know you deserve - it can feel paralyzing to realize that its all attached to actively working.

Regardless of what you’ve achieved thus far, the only way to bring your success and your life to the next level is to Name Your Number. Steven Pesavento teaches driven high performers how to set specific and actionable targets in order to gain the time, freedom and passive income that turns a success story into a true legacy…all without putting more work on your plate. By creating a step by step plan that fits your goals, schedule, and needs, you will get out of the weeds of your life as your profits and freedom grow, creating the scalable growth to fuel your legacy and allow you to take full control of your life.

Its time to Name Your Number!

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Key Takeaways

1. build confidence and overcome the fear of rejection in sales calls

2. how to create a solid retirement plan that aligns with your personal and financial goals

3. importance of ensuring that your wealth is preserved for future generations

4. identify your weaknesses and turn them into strengths, in your personal and professional life.

5. Overcoming trauma and moving forward in life

Show Notes Summary

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital

Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Wally Bressler is a renowned financial advisor, business coach, and private equity expert with

over 40 years of experience in the finance industry. Wally is a respected business coach and

mentor, having helped numerous entrepreneurs and executives navigate the complexities of

building and growing successful businesses. He is known for his practical approach to investing

and his commitment to helping salespeople find their bottleneck and move past whatever is

slowing them down, usually an event from childhood.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how

we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an

introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at

http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how

we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Key Takeaways

1. Investing in IRAs
2. The legal obstacles that IRAs and retirement funds have towards investments
3. Being smart with your assets
4. The advantages of hiring vs doing it yourself
5. Investing in more than just stocks and bonds

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

About our Guest:

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group (IAG). His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and non-traditional investment markets.

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at

https://investormindset.com/start

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Today is a special episode because the host himself, Steven Pesavento is here to talk about important topics relating to exiting properties and maximizing assets vs holding. We also try to predict the future of 2023 and discuss some promising upcoming changes and events this year.

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Christian is the broker/owner of The One Brokerage and a seasoned real estate veteran. With experience as a realtor, loan originator, house flipper, long and short term rental holder, insurance broker, and even holding a degree in Chemical Engineering from UC Berkeley, Christian brings a wealth of knowledge to The One Brokerage that is rarely matched in the industry. He has been the core piece in The One Brokerage becoming the fastest-growing mortgage brokerage in the nation.

Want to learn more about this opportunity and whether it is right for you?

Join us at our next Passive Investment Opportunity Webinar. Learn more at http://www.vonfinch.com/mesa

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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When we think of renting properties we usually think of long term rentals like housing, or short term like BnBs, but have you ever thought about medium-term renting? In this episode Steven is joined by Sarah Weaver who discovered her journey to financial freedom involved this not often used route. Find out how she did it and how you can make the most of this rental strategy

Key Takeaways

1. With medium-term rentals you can have four turnovers a year, instead of sometimes four turnovers a week with short-term.
2. The medium term rental strategy is a great Make plus Multiply, putting those two strategies together, to be able to create that type of income to allow you to start doing what you want.
3. It's a lot easier to turn your Airbnb or short term rental into a medium term rental, because it's already furnished.
4. One of the key steps of naming your number is actually getting access, and one of those things you need to get access to is a community.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Sarah Weaver is an author, speaker, coach, real estate investor, and business owner. She runs three businesses that serve both real estate investors and real estate agents. On top of that she travels the country coaching real estate agents and hosting intimate retreats for investors. Talk about a dream life.

Sarah owns 19 units in four states. This includes nine furnished rentals—all of which she self-manages from afar. Did we mention that Sarah is always traveling?

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Financial success was quickly found for our guest today when he created the herbal replacement for Ecstasy. Shaahin became financially independent very quickly but he also realized that you just can’t play by the rules of others and hope for success. Join Steven and Shaahin as they discuss being an operator as opposed to an investor, finding your niche, tough love, and the importance of having multiple income streams.

Key Takeaways

1. Everybody wants you to believe that if you just play by the rules, you do what you're told, that at the end of the day you will have security but that only benefits the big corporations, not you.
2. If you want to be successful you have to figure out a way to have an unfair advantage to excel.
3. By having diversification, you can be in a much stronger place if one of your businesses or investments no longer is creating income.
4. As an operator you are taking a more hands on approach and have the ability to generate greater returns, whereas as an investor, you are hands off, putting your trust in those relationships you developed to garner the passive income.
5. The real value is in the multiple of your EBITA that you're going to get at the time of an exit.
6. Become a lifestyle architect, where you design your life in a way where you can have access to the freedom you want and part of that is having more passive streams of income.
7. There's a reason that you're not succeeding at the top level. Either you have not put in enough time and effort and tried enough times, or you haven't received the feedback that this is not the right path for you.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

During the Iranian Revolution of 1978, Shahin Cheyene’s family had to escape to survive and ended up finally migrating to Los Angeles, Ca . At 15 years old Shaahin left home with nothing but the clothes on his back and created over a BILLION dollars in revenue by inventing the legendary smart drug known as HERBAL ECSTACY. These childhood experiences had a major impact on his perspective of freedom, hard work and entrepreneurship. Later Shaahin went on to invent Digital Vaporization (the forerunner to today’s vapes) and start a number of successful businesses with a couple notable failures. Today, he is the Founder and CEO of Accelerated Intelligence, Inc. a major Amazon FBA seller with millions in sales, the lead coach at Amazon Mastery where he teaches entrepreneurs how to CRUSH IT! on the Amazon platform and an active YouTube creator.

Shaahin is considered one of the leading global minds on what’s next in e-commerce, Amazon and the internet. He is described as the “Willy Wonka Of Generation X” by the London Observer and Newsweek and is one of the most forward thinkers in business – with his Amazon Mastery Course he acutely recognizes trends and patterns early on the Amazon platform to help others understand how these shifts impact markets and consumer behavior.

Billion: https://www.shaahincheyenne.com/billion-how-i-became-king-of-the-thrill-pill-cult

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Do you rely on just one source of income to help you live your lifestyle. For most this is not practical in order to live the freedom and lifestyle they want. This was the realization that David Vernich had as he ventured into real estate. Join Steven and David as they discuss the role he took on when investing, becoming financially independent to allow yourself to not live in a place of fear to do what you want to do, and the different vehicles investors can take to get to the same result.

Key Takeaways

1. A big driver for passive investing is not to have all your money coming from one source.
2. Find people that are knowledgeable, you can trust, build a relationship with and start investing together.
3. Utilize your strengths to mutually benefit. Do what you are good at and let them do what they are good at.
4. There's a level of self ownership and confidence that comes along with knowing that you can make decisions not from a place of fear, but confidence when this passive income is coming in.
5. Coming to terms with the fact that there is good debt and bad debt will help you alleviate fears of passive investing.
6. Like the stock market, sell properties that have appreciated and deploy that capital into a different market in real estate.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

David Vernich is a commercial lender with more than three decades of experience in the banking industry. In 2007, he partnered with other investors to purchase real estate and began his journey to generate passive income. David now owns more than one hundred homes in Tennessee and is passionate about helping others reap the benefits of passive income in their lives.

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In this episode, Steven is joined by fellow investors, Amber and Glenn Schworm. After getting into real estate investing in an attempt to clear credit card debt, they have gone on to teach others their success formula. Listen in as Steven, Amber and Glenn talk about creating a compelling vision of your future, the security of real estate to reach it, and passive investing through lending.

Key Takeaways

1. When you look at real estate, on a long enough time horizon, the security is very strong.
2. Learn that process of flipping houses, because just through the finding process, you'll become such a good investor moving forward, and once you know how to find deals, you can’t help but see them and apply it to larger projects.
3. You can create a higher return if you're willing to invest that time and be willing to have those interruptions of your life to make those core decisions when managing a property in a semi-passive investment strategy.
4. To really start to make that change, and start to understand the strategies, you want to get around other people who are doing this actively, and start building your team of advisers that are going to help get you access to the type of deals you want.
5. When investing make sure that you are going to get a note and a mortgage that's going to be filed with title. Insurance is also a critical piece for protection of your investment.
6. The worst looking deals are the ones that people are the most hesitant about but that does not mean they cannot be profitable.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guests:

Amber and Glenn Schworm

We started our career in real estate investing out of sheer desperation. We were in $80K of credit card debt and needed to make large chunks of cash to get out from under it. In 2007 we flipped our first house and made $17,000. On our second flip, we profited $33,000 in 33 days. That’s when we knew we were on to something. We always wanted to help people, so when we proved the model, we set to do just that by offering and teaching our successful formula. We wanted to show other people how to change their lives as we changed ours through Real Estate Investing. We’ve now flipped over 1000 houses and counting.

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Your hesitancy to make decisions may be part of an emotional concussion, a disturbing event(s) that happened over the course of your life that is keeping you in a perceived safe place so that you are not taking even a calculated risk.
In this episode, Steven is joined by Dr. Don Wood, the creator of the TIPP method that helps you get past trauma and set yourself up for peak performance. Listen as they discuss the best ways to overcome fears that may stop you from exploring investing, how to avoid emotional concussions and learn the ability to start reprogramming yourself to tell a new story for your own financial and personal success.

Key Takeaways

1. The best way to overcome fears is to make small changes in consequential changes.
2. Create opportunities to have inconsequential conversations without any fear of committing yourself to anything.
3. The key is to get to the root cause if you’re finding that there's some sort of a block that you cannot move past.
4. You do not have to have a big T Trauma to have emotional blockages that are keeping you from moving forward.
5. Learn to reset that old memory so that it is not being seen in real time and allows you to stay present and make the best decision.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Don Wood, Ph.D., is an author, speaker, Founder & CEO of the Inspired Performance Institute, and creator of the patented TIPP method.

TIPP is a cutting-edge method inspired and developed through the newest developments in neuroscience and designed to clear away the effects of disturbing or traumatic events, repurpose old patterns, and set the individual’s mind up for peak performance. In essence, it “REBOOTs” the brain’s stuck thought pattern, making it possible to enhance alpha oscillations with a noninvasive and effective shift in brain wave activity.

He is also the author of two top-selling books, Emotional Concussions and You Must Be Out of Your Mind.

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Fear prevents us from taking action. Instead we need to move into a place of faith, of trust.  In this episode, Steven discusses that when we live from a state of fear in our life, it prevents us from really being able to connect closely with our loved ones, or be able to be resourceful in the moment, and really be able to take advantage of making the changes that we need to make, in order to live the very best life we can live.

Key Takeaways

1. When we give into the fear, we end up giving up our control of our own self will and ability to take action by allowing  others or the outside world to lead us.
2. As passive investors, you are in a position where trust is a must. Building that understanding and connection along with your expertise, is the path forward.
3. We are currently living in the best time in history to invest. Seize the the faith and trust and move out of fear.

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Depreciation typically implies loss but in terms of real estate it actually can become a benefit to you.   Steven takes you through the different types of depreciation and how you can use it to your advantage as the year comes to an end and tax season begins.   

Please note that these are tips based on experience and you should seek the legal advice of  your CPA first to see if you can take advantage of any of the tips shared. 

Key Takeaways

1. Depreciation allows a business or an individual to recover the costs of an investment over a set period of years. So when you're making an investment, you're able to recapture that investment that you made, back as depreciation.
2. When you're investing in a piece of commercial property, depreciation will show up as a loss of money, however you didn't really lose money as you're able to have that as a write off that reduces your taxable income.
3. The incentive of not paying taxes upfront, and deferring that to a future date, allows for a greater return, and ends up being a better choice overall.
4. The practice of “buy until you die” can defer taxes indefinitely, even upon inheritance to your family.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

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Too often we look at money from a framework of lack. You have to work hard for it and when you want something it feels like you cannot afford it.
In this episode, Stephen is going to take you through the 3Ms of money, Make, Multiply and Manage. As you grow to understand what you can achieve in each of these areas, you will gain the knowledge that the sense of lack can become one of abundance with some effort, persistence and investment in yourself.

Key Takeaways

1. When the core of your income is tied to a fixed salary or an hourly rate, then you're working for money. That means the money is not working for you.
2. When you understand how money moves, and how it's created, then you understand where there is the most value and you're able to solve a problem.
3. One of the biggest mistakes in multiplying your money is focusing all your effort and energy on doing so but with a very small pot of money.
4. If everything you're focused on is managing money and you don't know how to multiply it or you don't know how to make it, then you're working with a very limited viewpoint and very limited tools.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at

http://www.vonfinch.com/invest

.

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When trying to attract money into your life, one of the beliefs that really comes to the forefront is this idea of having a really strong purpose and mission, a really strong reason why that money needs to flow into your life.  In this episode, Steven shares with you his findings while talking to a mentor, uncovering an altruistic reason for wealth, and how a focus on the material side of money can negatively impact your life. 

Key Takeaways

1. When you can have your mission tied directly to both material and altruistic purposes, money will flow through and to you in infinite abundance.
2. There are bad belief systems about money that impact your ability to clearly define a purpose or mission.
3. Once you understand what your driving force for money is, then you can figure out how to bring in more of that other side that will help you truly find your purpose.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

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What are the beliefs that you have about money that are not serving you? There are two sets of beliefs about money, one that will anchor you in place and one that will propel you forward. Join Steven as he dives into the mindset of money that people have and how that ends up playing into your financial success or lack of.

Key Takeaways

1. Having a very clear picture of exactly what that success looks like and by when is an absolutely critical component of the conversation.
2. Many have the limiting belief that stems from a sense of lack, that money is scarce or you have to work hard for it.
3. Great things will happen once you have clearly defined your intention both materially and spiritually.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

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The federal funds rate (the rate at which commercial banks borrow and lend reserves) has been raised recently by 75 basis points. How does that actually influence and impact the decisions of what type of real estate or what type of investments you should be placing your capital into? Today, Steven discusses the impact this has had on the Real Estate Market along with the opportunities that are rising because of it.

Key Takeaways

1. We're seeing sellers starting to change their prices to meet buyers where they need to be in order to create the type of return that equity is looking for.
2. From a value add standpoint, if you're looking to find an opportunity that is underpriced or an opportunity that you can force appreciation, then you want to find problems because there's profit in those problems.
3. In order to overcome the possibility that better opportunities could come in the future, it's extremely important to make sure the deals that you're investing in are truly conservatively underwritten and have the ability to refinance it to get advantage of both short and long term opportunity.
4. The best investment opportunity with limited funds is to invest in yourself first, in opportunities that are going to create you more earned income so that you can start investing that in passive income.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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In this episode, Steven talks about appreciating where you are while creating that vision of where you want to be. While real estate and investing can bring you to living a better life,  it is always good to reflect on what you do have so that you don’t miss out on those moments and opportunities that will move you forward. 

Key Takeaways

1. Don’t get caught up in the hustle without realizing that the most important piece is actually appreciating where you are today.
2. Tragedy can bring with it the realization that you should not live in fear but in appreciation.
3. Share your love and appreciation with others as they may not have the opportunity that day to find it on their own.

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What is your motivation for working?  Are you working that 9 - 5 job just waiting for the time you can be with your family?  Steven shares his journey that motivated him to find a path that allowed him to make an impact on his life and that of others.  

Key Takeaways

1. Money is just a tool in order to help you make an impact
2. The only way to have true freedom is to be in a situation where you don’t have to worry about where your income is coming from
3. Surround yourself with people who are the best at what they do, so that together collectively, you can all make an even bigger impact.

Resources Mentioned

Download your free strategy guide, The Passive Investor Playbook at https://investormindset.com/passive

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

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In a recent trip to Miami, Steven had the opportunity to sit with many investors and really discuss how the market is affecting them and their agencies. In that, he discovered 3 pieces of wisdom that seemed to be a common theme amongst them all.  In this episode Steven shares what he learned and how they can help you in this uncertain economy. 

Key Takeaways

1. Surround yourself with those experienced investors that have gained their experience by understanding what's happening in the market, by losing,  by winning, and by taking that wisdom to share with others.
2. Plan for the worst and hope for the best.
3. Project low and over deliver - you're going to be able to stand by it if things don't go well.
4. Relationships are the most important currency in your business

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at 

http://www.vonfinch.com/invest

.

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What do we do in times of economic uncertainty?  Steven is asked this question many times, especially in today’s economic downturn.  In this episode, Steven takes a look at the current market situation and shares his knowledge and expertise on how you can still make the best of real estate investing. 

Key Takeaways

1. By holding on and sitting on cash in your bank account, you're losing money every single day.
2. When it comes to the current market, what is happening is that as interest rates go up, the cost of capital goes up, returns go down, and buyers and sellers continue to see a gap that is widening.
3. If we move to a longer investment window, and we have longer term debt, we have the ability to wait out any type of storm that might be happening in the market.
4. With locked in long term debt, with strong business plans with great operations, we can put ourselves in a position to greatly reduce risk and hedge ourselves against inflation, like no other asset class can do.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at 

http://www.vonfinch.com/invest

.

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Your investment goals, desires, and values determine the amount of risk that you are willing to take in your investment future. In this episode, Steven discusses the differences between growth and security to help you determine what investments you should be looking at based on your current investment cycle.

Key Takeaways

1. Growth and Security are on opposite sides of the investment spectrum. Growth can provide higher profit but at greater risk, whereas Security is less risk however usually lesser returns on profit.
2. Typically, the more money that somebody has, the more that they're focused on preservation, and they move down the risk scale.
3. If you're later in the investment cycle, you have to know what your personal preferences and values are, and then make some selections into assets that are going to deliver you the kind of returns you're looking for.
4. If you're much earlier in the investment cycle, and you have a much longer investment window, then you may want to be investing a much larger percentage of your portfolio in those higher risk assets.
5. It is important to diversify between the different styles or strategies that you have.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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Your success really comes down to getting clear on what you want and why you want it so that you can start putting yourself in the situations that allow you to start creating the life that you actually want to live. Join Steven as he shares his thoughts on how and why you should get clarity into your daily decision-making.

Key Takeaways

1. When making a decision you have to ask “does this next step make sense?” The answer is it only makes sense if it fits the specific outcomes that you're looking for.
2. Sit down and ask yourself, “what do we want? Why do we want it?” Use why as a clarifier of what so it allows you to get more and more clear.
3. You may want to take advantage of the momentum you are experiencing but what is that you are sacrificing to do so?

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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With any business, part of taking it to the next level is building the right team that will support the success and growth of the company. When you start in real estate, it is simply just buying a business and running it more effectively than others. So choosing the right team that you know, like and trust is just as important. Steven shares his experiences and knowledge that will help you choose the right team as you begin your investment adventure.

Key Takeaways

1. The benefit of investing with a large team is the responsibilities are distributed across multiple different people who have expertise and disciplines in those different areas.
2. When passive investing, who you invest with is broken down to who you know, like, and trust.
3. Ensure the ones you are working with have the experience and are changing their investment tactics based on different market cycles.
4. Be the dumbest person in every room because that means that you are hiring and bringing on great people who you believe in and trust in their ability.
5. When you're partnering with someone for 3-5-10 years, it's important that there's an alignment there so a Managing Principal, or an Investor Relations Manager, is there to make sure that there's an alignment, and that you can get that information that you need.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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Preferred Equity is a unique strategy that is typically only available to those in the institutional world or in opportunities where you're investing with a much lower return percentage. In this episode, Steven will talk about the different types of preferred equity, what that looks like, what the benefit is, when it makes sense to invest in preferred equity and why and when it makes sense to focus on common equity.

Key Takeaways

1. Preferred equity is a unique hybrid investment strategy that combines debt and equity and provides downside protection while providing a preferred return to investors.
2. It's the first time in over a decade that it's made sense to focus on the preservation of capital over exclusively focused on appreciation.
3. It's important to look for opportunities that have a good risk-adjusted return to get that same place from a cash flow perspective.
4. We're in a current market where the economy overall is performing quite well. The real problem that we're dealing with today is that we've put a lot of money into it and we're seeing inflation.

Resources Mentioned

Learn more about Preferred Equity and Anti-Inflation Strategies at https://vonfinch.com/pref

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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Time horizon plus strategy, during times of economic certainty, are key pieces that you need to look at in order to find investment success. Join Steven as he takes a look at those key components and why it's so absolutely important to consider them as part of your investment strategy so that you can reduce risk and still achieve your financial goals.

Key Takeaways

1. During times of economic growth, we can be focused on opportunities that have a shorter time horizon, and therefore have a shorter debt schedule.
2. You can flip multifamily properties or flip houses in a growing or declining market; you just have to be able to anticipate how much that decline is going to be or you have to anticipate when that growth is going to taper off.
3. A long-term strategy has a lower risk profile, but also a lower return profile, and works very well in both markets, but is extremely beneficial in markets of decline.
4. Reduce risk by being lower in the capital stack.
5. Invest in very high-quality assets that renters are very interested in renting, even during times of economic change.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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Determining what role you want to play in your investments is a key point in deciding what approach is right for you when it comes to real estate investing. It's important for you to, first off, understand who you are and what you're really looking for which will lead you to your strategy and your end goal. Listen as Steve explains these two different approaches so that you can determine which one will help you to live the lifestyle you want.

Key Takeaways

1. Real estate attracts a lot of achievers, who believe in living a better life, and are interested in committing to finding a way to get there. That's what we all have in common.
2. The benefit of passive investing is that you get an expert who lives and breathes real estate, finance, and the economy.
3. The benefit of active investing is that you are hands-on, learning all the details of investing and managing your assets.
4. You might put money into passive investments as a hedge against the investments that you're actively managing.
5. If you are going the active route, it is key to find the right people to learn from, those that have been through it and know how to manage economic fluctuations.
6. If you are going the passive route, you are investing alongside the investment managers who are able to make those hard decisions during times of economic change and high emotion that some people haven't had the experience to do so on their own.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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Continuing the conversation about the Market, Steven is joined by Andrew Westling of Walker Dunlop. In this episode, they dive into the Walker Dunlop perspective of what is happening in the debt and equity market today. If you have been feeling apprehensive about whether you should get back into the market now or later, then you are not going to want to miss this episode.

Key Takeaways

1. When times are tumultuous, and there is volatility, it always means that there's opportunity. It's also a great time for first-time or less experienced investors to enter the marketplace.
2. Multifamily assets are still being bought and are being considered as an asset class that is less risky than the rest of the real estate industry.
3. There has not been much cap rate inflation as people are still buying multifamily and investing more equity as they are feeling it is safe.
4. With higher mortgage rates, the number of qualified renters continues to increase.
5. Opportunities in smaller markets are there however it will require more capital to be brought in to convince lenders to take additional risk.
6. There are fewer buyers out there right now so it's an opportunity for buyers to maybe get a little bit of a break compared to what has been seen, especially over the last three to five years.
7. The trade-off today is you might be able to get a slight discount on a property in a tier one market that's going to appreciate over the long term in exchange for giving up some of that cash flow short term.

About the Guest:

Andrew N. Westling

Walker & Dunlop, Director – Capital Markets

Andrew Westling, Director, is responsible for new loan originations and closings for multifamily and commercial properties nationwide. Mr. Westling is based out of Walker & Dunlop’s Los Angeles, California office.

Throughout his career, Mr. Westling has underwritten and closed more than $1.5 Billion in debt and equity financing for multifamily, industrial, retail, office, hotel, manufactured housing, and self-storage properties across the country. Prior to joining Walker & Dunlop in 2016, Mr. Westling served as a Director for the George Elkins Mortgage Banking Company (GEMB) originating, underwriting, and closing commercial real estate loan transactions. Preceding GEMB, Mr. Westling served as a Vice President for the Private Bank at Union Bank. Within the Private Bank, Mr. Westling’s responsibilities included originating and structuring custom credit solutions for his clients including commercial real estate financing, asset based lending, and cash flow secured credit facilities.

Mr. Westling earned his Bachelor of Science in business administration (BSBA) with a dual concentration in finance and accounting from the Questrom School of Business at Boston University.

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Recently, there have been a lot of questions about what's happening in the market and how VonFinch is managing the current economic climate. In this episode, Steven is going to break down VonFinch’s view of the market and highlights some of the strategies that they are targeting in order to maintain their success.

Key Takeaways

1. There is a movement towards hard assets that will be able to hedge against inflation.
2. The smartest investors are going to accept the lower returns today rather than dwell on what they were in the past.
3. There are fewer buyers in the market which means you may be able to get a little bit better of a deal than you would have gotten recently in this highly competitive market.
4. Some of the biggest Ups come right after those times of great economic pullback
5. Steps you need to follow to also get risk-adjusted returns:
   • Get crystal clear on what you're looking for in an investment and what's important to you.
   • Work with true experts who are living and breathing this every day.
   • Be clear on your buy criteria so you're not passing on opportunities out of fear

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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Although the concept of a deal structure is fairly simply understood there are some more complex strategies that can put your investment into a much more secure position. Join Steven as he takes a deeper dive into the deal structure options to help you when looking at your investment opportunities.

Key Takeaways

1. How deals are structured end up leading to either A, having a higher rate of return, or B, having a lower risk, or C, having the best blend of both worlds.
2. A ​​preferred return means they're getting paid first, prior to anyone else in the capital stack.
3. It's a quintessential goal of many very sophisticated investors to want to know how they can keep their downside while still setting themselves up for a great upside.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at

http://www.vonfinch.com/invest

.

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Even during this economy the opportunities to invest and be successful still exist. In this episode, Steven discusses some of the strategies he has learned in his dealings that will help you discover your own opportunities. Don’t let FUD overcome you; Fear, Uncertainty, Doubt.

Key Takeaways

1. Look at the opportunity from a what's the risk profile standpoint and what's the return in relation to that risk.
2. When we get out of the game, we stop having an understanding and a pulse on what's actually happening in the game
3. Determine your risk profile. How comfortable are you with the idea of loss?
4. Applying your capital across multiple different deals is very effective for spreading out that risk, as well as preserving your capital in a much larger pool.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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With the upcoming release of his new book, The Wise Investor: A Modern Parable about Creating Finanical Freedome and Living Your Best Life, author Rich Fettke returns to the Investor Mindset podcast. Joins Steven and Rich as they uncover his motivation for writing this book and how it will help inspire both current and future real estate investors to not only invest in assets but also in themselves.

Key Takeaways

1. 86% of people don't make it past the second chapter of a nonfiction book, so Rich wrote a story with emotional information.
2. Assets are anything that brings you income, better health, more happiness, more time, etc, and liability is just the opposite.
3. By meeting with your “future self” you can stimulate your reticular activating system to help for the opportunities, people, and connections that will bring you closer to your vision of the future.
4. Speaking to the HENRYs (High Earners Not Rich Yet) to understand the benefits of real estate investing to create financial freedom.
5. Just three or four really deep breaths can have a transformational effect on your mind and confidence and quiet that inner “Gremlin” that is keeping you from moving forward.
6. Self-made success does not exist, you have to figure out the rules of the game and get the support you need to achieve.

About our Guest:

Rich Fettke has helped thousands of entrepreneurs improve their businesses, grow their wealth, and live more fulfilling lives. He is the Co-CEO of RealWealth®, which, since 2003, has helped over 50,000 members improve their financial intelligence and acquire cash-flowing income properties.

Rich's work has been featured in numerous magazines and newspapers including USA Today, the Wall Street Journal, and Entrepreneur Magazine. He has also been a guest on every major TV network and on dozens of radio shows including NPR and the Dr. Laura Show. His diverse clientele includes IBM, Prudential, Century 21, Morgan Stanley and the United States Army.

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What is the Fed and what does it do? In this episode, Steven is joined once again with Mark Gallinaro to talk about the federal funds rate and how the Fed is impacting the different treasuries that the US government offers. Join us to learn how we are making decisions now with the information we have to be able to make smart investment choices.

Key Takeaways

1. By making interest rates lower, the Fed is being accommodative and promoting growth.
2. What it means to the market when the Fed starts to raise interest rates, and start clearing things off of their balance sheet
3. Discover how the Fed impacts the real estate market and the commercial debt markets
4. The markets don't know exactly what direction things are gonna go - there's uncertainty, which is creating volatility, and fear in the market.
5. You have to identify those opportunities - have a conservative approach, have discipline, and have a strong understanding of your own personal investment strategy.
6. You make the most amount of money when things go from terrible to just bad. And you have the potential to lose the most amount of money when things go from great to just good.
7. Learn what great sponsors are doing during times of economic change like this.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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Steven welcomes VonFinch’s new Chief Investment Officer, Mark Gallinaro to the studio. Mark comes to VonFinch with a virtual wealth of knowledge and experience with transaction volumes in excess of over $1 billion. In this episode, you will learn about some of the benefits of the institutional style of investing and how you might be able to apply some of those in your own portfolio.

Key Takeaways

1. one of the great opportunities in the lower middle market space is taking the knowledge of how to value a piece of real estate and applying it to a market that's slightly less efficient.
2. As we enter a period of time where there is more volatility, it's really going to be the groups that implement and stand by the discipline that are going to be the ones to excel and exceed right now.
3. As much as you're investing in the asset and the project, you're really investing in the sponsors as well.
4. There are other opportunities out there where you can bring down your level of risk but not bring down your return in a proportionate share.
5. When you're investing in private equity, it's really about protecting the downside, and not as much about worrying about the upside potential.
6. You can create a certain size on your own but by partnering and working with the right people, you can create a bigger opportunity.
7. Real estate is the greatest asset class in the world, especially commercial real estate, when you look at the opportunity to generate current cash flow.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

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During a climate of economic uncertainty, you may find it hard to determine what investment strategy is best for you or whether you should be investing at all. Steven takes us through VonFinch’s investment strategies and their experiences as well as highlights the differences between highly liquid markets and real estate investing.

Key Takeaways

1. It's important that you have a strategy and sticking to it even when changes happen.
2. Currently, prices are staying relatively similar. There have not been huge cuts in prices.
3. Some of the biggest economic growth and changes happen right after a major pullback.
4. It's as important to continue to purchase in the market today, as it was a year or two ago.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at

http://www.vonfinch.com/invest

.

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When you change those thoughts and beliefs about who you are, you can actually change how you’re showing up in the world. Steven discusses the concept of mindset in this week’s episode and how it will lead you to your success.

Key Takeaways

1. Mindset is the thoughts and beliefs that directly lead to the actions you take and therefore the outcomes that you experience.
2. Mindset is the foundation that we build upon; it’s where you begin.
3. Successful people have a mentor - Find great mentors.
4. Successful people view challenges as opportunities.
5. Leaders know that the past does not equal the future.
6. The most successful investors, entrepreneurs, and people are great at one thing first; they pick their path, they get really good at it, and then they expand from there.

Resources Mentioned

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Without a clear understanding of what your vision is and the purpose behind the actions you are taking, you are setting yourself up for failure. Steven discusses the components you need in order to create your success by knowing where it is you are headed.

Key Takeaways

1. Discover the questions to ask yourself to have a clear vision and purpose.
2. Steven shares how he got out of alignment in his business back in 2016 by creating a business that could not exist or operate without him.
3. You’ll create errors if you don't be intentional about what your end purpose is and what your goals are in what you are doing.

Resources Mentioned

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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Ever wonder what your ideal client is? In this episode, Steven talks about what an ideal client looks like, becoming clear on what is ideal for you, and how he has implemented this into his overall vision for his investment company.

Key Takeaways

1. Be clear on what you really wanted - Work with great people and successful-minded income earners who wanted to create more freedom and flexibility in their life.
2. You have clients that you work with but they might not be your ideal client.
3. An ideal client is someone whose exact needs are met by your offering.

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Marketing is all about building awareness and advocating for your product, service, or brand. It's getting people interested in what you're doing. However, if you are not marketing toward your ideal client then you are not getting the results you want.

Steven is joined by Christine and Danny Bellish, advertising executives turned real estate investors. Join the conversation as they talk discuss the importance of your brand identity, the difference between marketing and sales, and targeting your marketing towards your ideal client.

Key Takeaways

1. 90% of individuals across the country make a purchase based on emotion over logic - It isn't always just about the product that you're selling, it's about connecting with them on a deeper level.
2. When you're an entrepreneur, you are your brand - Everything that you do is marketing.
3. Regardless of your role in your firm, you can set yourself for better success and every interaction you have is a marketing opportunity.
4. Being vulnerable with your audience helps you build that brand identity, trust, grit, and strength to persevere.
5. Marketing is actually an art, there is something unique and different about each marketing piece, but there is also a science component built into it.
6. A brand is about having enough consistency in your messaging or your identity to build an association between what someone thinks about when they see your brand or they hear from your brand.
7. What you do today, and how you represent yourself today to your network, and the people around you will affect anything that you want to do in the future.

Resources Mentioned

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

About our Guests:

Christine & Danny Bellish are NYC advertising executives turned real estate investors. They spent over a decade managing multi-million dollar marketing budgets, helping brands like BMW, Samsung, IKEA, Pfizer, and Hyatt develop and implement innovative brand strategies, deliver creative content, and build meaningful connections with their target audiences.

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In this episode, Steven explains one of the failures that he has experienced in his investment career and the lessons that he has learned from it. Sometimes the simplest oversight can lead to costly results.

Key Takeaways

1. Ignoring and not taking quick enough action may lead to a huge failure.
2. Being operationally tight is important, make sure that nothing's getting left behind. Don't get sucked into something because it seems super good.
3. Be quick to recognize what was happening in the market.

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Whenever we think of investing in assets, we think real estate such as multifamily, single-family, storage, etc. But that is not the focus of today’s conversation. Listen as Steven highlights the other assets that you need to invest in, in order to take your business to the next level.

Key Takeaways

1. Create a brand that people can get to know, like, and trust.
2. Build an audience in your channels, whether it is through email, social media, direct mail, phone, or even a podcast.
3. A list is an extremely valuable asset and you want to be building it, even if you're not planning on raising capital.
4. Build relationships and leverage other people's marketing and access to your mutual advantage.
5. Focus on doing that one thing really well and then understand the value you can bring to your partners.

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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Real Estate has five fundamental benefits that make this asset class stand out from the rest. Each benefit on its own is powerful, yet together they make real estate the smartest and most reliable investment you can make.

Key Takeaways

1. The first benefit is cash flow - The more cash flow you build up, the more you can achieve financial freedom
2. The second benefit is the ability to use leverage, it's one of the biggest values of being an investor in Real Estate. If you are experts in your market, you're going to know what's going on in these different neighborhoods. You’ll have the ability to be an inside trader
3. The third benefit is equity growth - this occurs every single month that your tenant pays your mortgage, and you're paying down that principal
4. The fourth benefit is appreciation - There's never been a time where there's no appreciation in Denver Real Estate over the long term
5. The fifth is tax benefits - In real estate, you're leaving one of the biggest benefits on the table
6. Wealth is having a net worth on paper, it's in the assets you hold
7. As real estate professionals, you should never be in a position to pay taxes no matter how much money you make, as long as you invest enough and buy enough assets

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With his upcoming new book release, Kevin Bupp is back on the Investor Mindset. Have you been wondering what a Cash Flow Investor is? Is Commercial real estate better than residential? Join the conversation as Steven and Kevin answer these questions and more as you discover the path to your financial freedom.

Key Takeaways

1. You can have both cash flow and forced appreciation
2. There's a more intelligent and smarter way than Real Estate Rehab
3. There are many different asset types falling into the commercial umbrella
4. Hire those necessary skill sets that could give you the freedom and lifestyle that you choose, it doesn't have to be a huge team
5. Buying $10 million worth of commercial real estate is a much easier feat than deploying $10 million of equity into single-family homes
6. That cash flow goes out the window incredibly quickly when you have to turn a unit or when you have to deal with a property management company, repairs, and maintenance
7. You can make a ton of money in every different asset class. There's no right or wrong place where you can or cannot make money. Just pick the one that is best suited for you
8. There are billions of dollars of institutional capital pouring in to the space and parking lots became the undiscovered and most fragmented niche at the present time
9. You're never going to master anything if you can't keep focused on it for a period of time. The only way that you can do that is by this repetition

Resources Mentioned

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

About our Guest:

Kevin Bupp is a Florida-based Real Estate Investor, top Apple podcast host, and serial entrepreneur with over $250 million of real estate transactions. His extensive investment experience spans the gamut of apartment buildings, single-family portfolios, office buildings, self-storage and build-to-rent communities and his two favorites and by far the most profitable, Mobile Home Parks and Parking Lots.

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Looking for a way to reduce your capital gains taxes? In this episode, Steven highlights three strategies that will help you do just that.  Discover how to make full use of the 1031 exchange, Deferred Sales Trust, and Bonus Depreciation approaches.

Key Takeaways

1. 1031 exchange is a way for you to exchange any one type of real estate for another type of real estate
2. WIth 1031 exchange you can pay no gain and you can pay no taxes
3. You can defer gains and pay no taxes utilizing the Deferred Sales Trust
4. With Deferred Sales Trust, you only pay capital gains when you receive a payment and you can take the money and reinvest it in other opportunities, not just real estate
5. Bonus Depreciation allows you to take 100% of that depreciation that's normally over 27 and a half years, all at once.

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Ready to jump into real estate investment but are not sure what is right for you? In this episode, Steven highlights the differences between investing in multifamily and single-family real estate to help you to determine which one is right for you and your investment portfolio.

Key Takeaways

1. If you want to manage, be in control, and understand what it takes to own a property, then go buy a Single Family
2. One of the best hedges against inflation is investing in real assets
3. If you don't have a $100,000 or more total net worth,then syndication is not the right route for you
4. The passive investors usually get 60% to 80% of the profit - Most of the profit goes to the passive investor
5. The problem with the single family is you can never truly hire other people to be in charge of everything

Resources Mentioned

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

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At what age do you start bringing your kids into the conversation about how money works and develop that financial literacy? Loral Langemeier is back to discuss this and more. Within the prelaunch of her new book “Make Your Kids Millionaires”, Loral and Steven sit back down to discuss how to build your child’s relationship with money so that is a happy and healthy one.

Key Takeaways

1. Why giving your kids financial literacy within your home is such an important topic
2. How you can create generational wealth and give your kids those money lessons without giving them everything
3. Entrepreneurship does not need to start large like a Shark Tank pitch.
4. Most people are financially illiterate and as you take the steps to help your children you will improve your own financial understanding.
5. The steps you should take to have that Millionaire Maker Mindset

Resources Mentioned

Pre-order Loral’s latest book at https://makeyourkidsmillionaires.com/steven

About our Guest:

Loral Langemeier is a money expert, sought after speaker, entrepreneurial thought leader, and best-selling author of five books who is on a relentless mission to change the conversation about money and empower people around the world to become millionaires.

The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to hone in on the skills and talents of everyday people to inspire them to generate wealth. She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, the company has served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.

Loral’s straight talk electrifies audiences and inspires powerful action from live stages and television programs ranging from CNN, CNBC, The Street TV, Fox News Channel, Fox Business Channel-America’s Nightly Scoreboard, The Dr. Phil Show and The View. She is a regular guest-host on The Circle in Australia and has been featured in articles in USA Today, The Wall Street Journal, The New York Times, Forbes Magazine and was the breakout star in the film The Secret.

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The best place to get started in investing is modeling the behaviors of those that have achieved prior success into cash flow assets. In today’s episode, Steven takes us through the mindset you need in order to achieve investment success and the formula is easier than you think.

Key Takeaways

1. The formula - Take your earned income from your career, invest that into assets, then repeat that over and over again until you're financially free
2. The whole investor mindset is to earn money in your business and park that money into cash-flowing assets
3. One of the biggest problems with some high performers is they're not clear on their purpose
4. Get clear on what you want and why you want it. It will help you decide what path you're going
5. Discover the Rich & Wealthy Mindset versus Middle-Class Mindset
6. Having more money than time versus having more time than money

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Are you trying to reach that first million but have gotten caught in the habit of making some money and then spending it? Then you are going to want to listen to this week’s episode, as Steven sits down with Millionaire Maker, Loral Langemeier. Loral discusses her journey in becoming a multi-millionaire and the impact that the right mentor can have. As an Entrepreneurial Thought Leader, Loral helps you change the make and spend habit so that you can get on your millions-making journey.

Key Takeaways

1. The pattern of “make it and spend it” is so prevalent worldwide
2. Most people have bought into the idea that debt is their first problem but it is not. The thing that you need to be focused on the most is making money.
3. Making money in real estate is easier than making it a specialized space.
4. Get focused. Chose your path, your philosophy, and find others who will support that.
5. Debt is the cost of making money.
6. If you're not looking for the assets you want to buy and THEN getting motivated to make the money to buy them, it is not going to work. It's just too slow and you're missing compounding power.

Resources Mentioned

Discover the top 5 lessons learned from high-performing real estate investors in our free E-book at http://investormindset.com/succes

Pre-order Loral’s latest book at https://makeyourkidsmillionaires.com/steven

About our Guest:

Loral Langemeier is a money expert, sought after speaker, entrepreneurial thought leader, and best-selling author of five books who is on a relentless mission to change the conversation about money and empower people around the world to become millionaires.

The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to hone in on the skills and talents of everyday people to inspire them to generate wealth. She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, the company has served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.

Loral’s straight talk electrifies audiences and inspires powerful action from live stages and television programs ranging from CNN, CNBC, The Street TV, Fox News Channel, Fox Business Channel-America’s Nightly Scoreboard, The Dr. Phil Show and The View. She is a regular guest-host on The Circle in Australia and has been featured in articles in USA Today, The Wall Street Journal, The New York Times, Forbes Magazine and was the breakout star in the film The Secret.

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Steven has reached a milestone that many don’t in podcasting, with this episode he is celebrating publishing 300 episodes!! With over 750,000 downloads and reaching 10s of thousands of people, Steven is very grateful for each and every one.

In this episode, Steven delves into what having an Investor Mindset is all about and how you can develop it to make the impact you want in your life as well as the lives of others.

Key Takeaways

1. The investor mindset is about training and introducing you to this idea of thinking like an investor.
2. Life is all about creating options. It's all about having the ability to do what you want, when you want, however you want.
3. One of the best ways to ensure your financial future is to educate yourself on your options
4. The core of the idea of investing is about creating a return on your investment.
5. The concept of the investor mindset is about putting the tools in your hand, to be able to live a better life, to live the life that you want to live.
6. At the core, VonFinch is built around you; around successful entrepreneurs and professionals, people who are interested in growing not only in their pocketbook through investment, but also in their minds.

Resources Mentioned

Free Online Training: Investing to Hedge Against Inflation at http://investormindset.com/start

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Raising private capital is the lifeblood of every real estate business. Yet it’s sometimes feared by so many. Corey Peterson shares in this episode that it comes down to one simple thing: relationships. And in this episode, he walks through the step-by-step process to secure and attract private money.

Key Takeaways

1. People are looking for investment opportunities outside of the stock market
2. Think outside the box when it comes to raising capital - it might not be where you think
3. It’s ALL about building really good relationships
4. It just takes work (focused work)
5. Build rapport BEFORE giving any numbers

Resources Mentioned

Rich Dad Poor Dad - Robert Kiyosaki (https://amzn.to/2PNWhsz)

The Richest Man in Babylon - George S. Clason (https://amzn.to/2SzoYIT)

Copy Your Way To Success - Corey Peterson (https://amzn.to/35dGMOI)

About our Guest:

Corey Peterson is the owner of Kahuna Investments, where he strives to provide his investors with stable cash flow returns and long-term capital appreciation through multi-family apartments. Corey has managed and acquired over $95 million in real estate across the country.

Corey is also the author of “Copy Your Way To Success - Standing on the Shoulders of Giants”, and the host of the Multi-Family Legacy Podcast. He speaks around the country on this subject and has spoken at places including Harvard and Nasdaq, plus he is frequently featured on FOX, CBS, ABC, and NBC affiliates.

Corey wants to be able to be a “supplier of fun” and have a positive effect on many lives, plus the ability to choose his own path. His definition of success closely aligns with this purpose.

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What is real estate syndication, how does it work and why is it such a powerful tool for real estate investing? In this episode, we go into all these essential details so you can fully understand syndication and why it can lead to real success in your investing career. This episode is packed full of free information that can increase your wealth... don't miss it!

KEY TAKEAWAYS

1. The SEC protects investors who do business with operators.
2. Syndication is a security and security is a tradable financial instrument.
3. You have a managing partner and a limited partner. The former makes all the day-to-day decisions and the latter just invests the capital and is not liable for any decisions made for the property.
4. A private placement memorandum (PPM) is a legal document provided to prospective investors when entering a deal. This lays out everything about the deal including risk, operations, payouts, and more.
5. Typically a syndication team consists of General partners (sponsors) including the key principal, the loan guarantor, asset manager, investor relations, and acquisitions.
6. You will find multiple professionals that are in on a deal including the syndication team, property managers, mortgage brokers, real estate attorneys, tax consultants, and more.
7. The sponsorship team goes out and purchases the asset, executes the business plan, and manages the day-to-day of the property. Then they sell it and the return shares are provided to the investors.
8. Many times private syndication deals perform better than public real estate offerings for private investors because there are fewer fees and overheads.
9. A syndication deal means you don't need to manage a property manager and you go into a partnership with expert operators who make all the key decisions and have the incentive to produce the biggest return possible for your investment.

Resources

The Passive Investing Playbook - https://theinvestormindset.com/passive

Learn more about investing with Steven at https://theinvestormindset.com/invest

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This week our guest is the investing and money maintenance expert Christopher Larsen. Chris is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent through education and investment opportunities.

In this episode, we dive deep into how you can be managing your money better. We go into how you get started in the market, how to save on your taxes, how to manage your wealth, and much more. If you’re not already taking this advice then you could be losing out on a significant amount of money annually… monthly… or even daily. So jump in and join us for this conversation supercharged with information and learnings!

Key Takeaways

1. Think about what you’ve got, what you're grateful for, and what that means to you.
2. To have passive income you can either: grow wealth by building a company and cashing out or you can make money and then invest in something.
3. It's wise to save 50% (after tax) of what you make.
4. 2 key strategies to help maintain your wealth: 1. Find a tax specialist and 2. Avoid interest-paying tax via high cash value life insurance.
5. With multifamily you can retain tax benefits even as a high-income earner.
6. A 1031 exchange means you can take the growth income of your investment and roll it tax-free into another investment.
7. Compared to other investing markets, real estate has cash flow, appreciation, and tax benefits.
8. Multifamily risk can be 1. Market Risk 2. Operator experience 3. The deal itself.

Resources Mentioned

Download your free copy of the Passive Investor Playbook - https://investormindset.com/passive

About our Guest:

Christopher Larsen has been investing in and managing real estate for over 20 years. He began syndicating deals in 2016, has raised more than $15M, and has been actively involved in over $150M of real estate acquisitions. In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups.

Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them outdoors and enjoying the food and culture that the region has to offer.

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What are the 5 core benefits that make real estate a smart investment? In this episode, we go into why investing in real estate is such an intelligent choice.

Maybe you want a tax break… maybe you’re looking for a passive income… or maybe you just want to make sure your retirement plan is more comfortable. If you're new to investing or thinking of getting involved in investing, then you don't want to miss this episode full of free vital information.

Key Takeaways

1. The 5 benefits of real estate investment are:
2. Monthly cash flow.
3. Equity growth.
4. Leverage.
5. Appreciation.
6. Huge tax benefits.
7. It's very difficult to find the same returns that you can receive from real estate in other markets.
8. You can opt for a safer investment or a more risky higher ROI investment. You can find a plan to suit your personal needs.

Resources Mentioned

The Passive Investing Playbook - https://theinvestormindset.com/passive

Learn more about investing with Steven at https://theinvestormindset.com/invest

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Do you have the mindset it takes to raise private capital? Join John Casmon and Steven today as they walk through this and other huge keys to successfully raising investment capital to build your legacy.

Key Takeaways

1. Adversity can be an excuse OR it can be your driving force
2. You have to know your own limiting beliefs before you can get started
3. The 6 C’s: Confidence, Credibility, Connections, Channel, Communications, Consistency
4. Understand your audience and who your “investor avatar” is

About our Guest:

John Casmon founded Casmon Capital Group, and since then the company has helped families invest in over $90M in multifamily apartments to create generational wealth and impact.  John hosts the Target Market Insights podcast, and is the co-founder of the Midwest Real Estate Networking Summit. 

In his previous life, he held budget and campaign accountability for Fortune 500 companies including General Motors and MillerCoors.

John’s driving purpose is to leave a legacy for his family and the people he cares about. His upbringing and experience of financial hardships when he was young have driven him to work even harder to ensure that his family doesn’t have the same experience he did.

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Tax Savings With Real Estate Investing are some of the big benefits that are hard to find in other types of investments. Did you know that multifamily apartment investments have some of the highest tax benefits in real estate investing? Join us today for a quick overview of the top 3 tax advantages of multifamily investing!

Key Takeaways

1. Always consult your attorney and CPA about how/if you can take advantage of tax advantages
2. Multifamily assets have many tax advantages
3. Passive investments are taxed at a lower rate than active
4. Three things to dive into with your CPA or attorney: Depreciation, Cost-Segregation, The Tax-cut and jobs act of 2017, The passive income tax rate

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What does it take to find and make deals “direct to seller” for multifamily? Many people believe it's not possible but our special guest this week, Tim Bratz, is a proven expert at this.

He's bought thousands of units directly from sellers and in this episode, Tim tells us how he's generated such success using this method and how you can do exactly the same. Jump in with us as we dive into techniques, strategies, and mindset for achieving investing success!

Key Takeaways:

1. You can find deals by contacting sellers via direct mail, dialing for dollars, and face to face.

2. Commercial real estate avoids emotional conversations you might have with single-family.

3. Don't try to force a deal. If people want to sell, they will sell.

4. Find deals with owners who really need to sell: Smart entrepreneurs and mature owners.

5. Success boils down to happiness and, more importantly, helping others achieve success.

Resources Metioned:

Twelve Pillars by Jim Rohn - https://amzn.to/2Yb0oRN

Magician Vs. Mule: The Ultimate Guide to Lifestyle, Wealth, and Freedom by Mark Evans - https://amzn.to/2Y9VJiG

About Our Guest

Tim Bratz, founder of Legacy Wealth Holdings, was drawn to real estate because he saw the long term benefits of a solid investment. Tim began his career in the competitive New York City real estate market working as a broker leasing ground floor retail units. Here, he saw the true potential of real estate to transform lives.

Although Tim was limited in means, he spent his time reading, attending workshops, and networking with accomplished entrepreneurs learning that being resourceful was the ultimate path to becoming successful. Today, Tim still uses this formula for success, which all starts with being resourceful and having the right mindset.

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There are many benefits to investing in multifamily properties, whether you’re just starting out in your investing career or you’re a seasoned investor. In today’s episode, Steven dives into two of the biggest benefits - you’re not gonna want to miss this!

Key Takeaways

1. Multifamily investment properties offer several benefits over single-family properties
2. You can spread (reduce) risk with more units (single-family vs. 100-units for example)
3. It’s super important to work with an operator (or active partner) who has experience
4. Banks view multifamily assets as more secure

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Getting started in the real estate game can be super tough, but this week our special guest is Ryan McKenna and we dive deep into the challenges of investing and how we can overcome them.

Ryan advises us on how to start investing, what to look for when vetting sponsors, how you should look at investing long term, and much more. This episode is packed with amazing advice and information from a top pro-investor and guess what… it’s completely free.

Join us this week and receive this FREE advice from a real investing pro. If you’re just starting out in the investment game and haven’t decided which path to take yet, then this episode is tailor-made just for you!

Key Takeaways

1. Be fully committed and if change happens then go full throttle in the next direction.
2. It's very very difficult to be a part-time active investor.
3. It's better to learn to be a passive investor first and then head into active once you have more experience.
4. Focus on your expertise.
5. The people matter most. Look at the team and its track record before the numbers.
6. Look for transparency in the sponsor and ask what challenges they've faced and how they overcame them. Don't be afraid to ask questions!
7. Try expanding your portfolio and look at multiple deals.
8. Investing is for the long game… don’t try to make millions overnight.

Resources Mentioned

Rich Dad Poor Dad - Robert T. Kiyosaki https://amzn.to/3ie8zV2

Essentialism - In pursuit of doing less - Greg McKeown https://amzn.to/35dDi0t

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Ryan McKenna is the Founder of McKenna Capital, a real estate private equity firm that provides passive investment opportunities in institutional-quality, recession-resilient, real estate. Focusing on value-add multifamily, self-storage, and manufactured home parks, McKenna Capital has helped investors allocate capital across 10,000 + units with a combined asset value of over $1 billion. Ryan has partnered with some of the most experienced and well-respected operating partners across the United States and oversees all acquisitions, capital raising efforts, investor relations, and asset management for his firm.

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Did you know that 1 in every 5 Millennials never plan to buy a house? As a real estate investor this could sound like a bad thing - but today’s episode is just the first peek into the world of MultiFamily investing, and why it might be exactly the asset class you should look at!

BIG TAKE-AWAYS:

1. People are choosing to rent rather than buy now more than ever
2. Multifamily rent has held strong in recession as well as growth
3. 1 in 5 Millennials say they plan to rent forever

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So you want to start in real estate but don't know where to begin? Steven is joined by Reed Goossens, a real estate entrepreneur from Australia, and they dive into how you can get started in building a prolific business from scratch.

KEY TAKEAWAYS

1. If you focus on why you could fail... it's easy to then create excuses and reasons why NOT to take action.
2. Figure out what your step by step plan is from the beginning.
3. Find a mentor and work on yourself and your own brand because investors are going to invest in YOU as a person.
4. Be patient and realize that success is a process and journey that takes time. Being impatient can easily lead to failure.
5. Find a partner to work with who has experience already and offer them one of your skills or unique abilities that they don't necessarily have so you can be the strength in the area of their weakness.
6. Realise that you may need to let go of some control when your business scales up.
7. As a leader make sure that you have the right team in place and that they manage the business like it's their own.

Abut the Guest:

One of the biggest benefits of investing is commercial multifamily is economies of scale. However, this can be very tough if you don't have the right people, processes and systems in place though. We talk about this and how Reed came from Australia as an expat and grew a successful real estate business from scratch here in the US. For anyone wanting to start a real estate business this episode is a must for you.

In 2012, Reed quit his job in Australia and moved halfway across the globe to the US to change his life, and to chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, Wildhorn Capital. Reed now syndicates large multi-million dollar deals across the US. He has also achieved financial freedom, and has taken control of life.

Reed is also the host of the successful podcast, Investing in the U.S., wherein he invites other distinguished real estate investors and entrepreneurs to speak with him about their success and help guide other investors who want to successfully invest in the U.S.! Reed is also a best-selling author with two books now on Amazon: Investing in the US – The Ultimate Guide to US Real Estate, & 10,000 Miles to the American Dream.

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What is smart leverage? What does it mean, and why is it such a poor idea to use leverage in the stock market?

Listen as Stephen explains how Smart Leverage in Real Estate, especially in Multifamily, offers you control, that you can't find through Stocks or other forms of Paper investments. As an owner, you're in control of this property's destiny and therefore in control of your investment future.

Key Takeaways

1. Leverage SHOULD only be used when there is control
2. Why do we want to use Leverage? Why is this important?
3. How risky is it to Leverage in the stock market?
4. With Real Estate, the property you're buying is Leverage and can be controlled
5. One of the biggest ways to gain Leverage is by Education

RECOMMENDED BOOKS:

• Increase Your Financial IQ - Robert Kiyosaki (https://amzn.to/2zxOLKF)

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Gino Barbaro and I dive into what it takes to become a master player in the multi-family game. We go into detail on topics such as: what mistakes beginner investors make, why you want to start investing, property management techniques, hiring staff, how to get a headstart and much more. This episode is PACKED full of incredible learnings from one of the investing legends.

KEY TAKEAWAYS

1. You have to look at everything from the investor's mindset. That means utilizing leverage, liquidity, and control.

2. Start with the "Why?". If you have reasons and clarity they will reap rewards.

3. When you're managing a property you need to be in constant contact with the management company. Weekly calls and "pulse" emails containing KPIs.

4. Every property should have its own management budget.

5. What are your core values? Use these when hiring staff, using vendors, and working with partners.

6. You need to know the market. Know the expenses, taxes, and operating costs.

7. Speak with community bankers and property managers to learn about the market and gain knowledge on the market and costs.

8. It's a "people business". Tenants leave due to bad customer service and bad landlords... not rent increases.

9. Turn into that fear and head into it, despite having it.

10. Challenge your limiting beliefs.

Resources Mentioned

Limitless by Jim Quick - https://www.limitlessbook.com/

The Go-Giver by Bob Burg - https://www.amazon.com/Go-Giver-Expanded-Little-Powerful-Business/dp/1591848288

Never Lose a Customer Again by Joey Coleman - https://www.amazon.com/Never-Lose-Customer-Again-Lifelong/dp/0735220034

Think and Grow Rich by Napoleon Hill - https://www.amazon.com/Think-Grow-Rich-Napoleon-Hill/dp/0449214923

Honeybee by Jake and Gino - https://jakeandgino.com/honeybee/

About Our Guest

Gino Barbaro is an investor, business owner, author, and entrepreneur. He has grown his real estate portfolio to over 1400 multifamily units. He is the co-founder of Jake & Gino, a multifamily real estate education company that offers coaching and training in real estate founded upon their proprietary framework of Buy Right, Manage Right & Finance Right.

He is the best-selling author of two books, Wheelbarrow Profits and Family, Food and the Friars, and graduated from IPEC (Institute for Professional Excellence in Coaching) where he earned his designation as a Certified Professional Coach. He currently resides in St. Augustine, Florida with his beautiful wife Julia and their six children.

https://jakeandgino.com/

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This is the big question: What leads to massive growth in business and in life? The answer is simple. First, we must understand how we are doing in our business and how we’re doing in our life. It’s through this self-discovery process and measurement that we see the solutions to making big change happen.

Key Takeaways:

1. You must figure out where you're at before you can figure out how you're going to get where you want to go
2. When building a business, it's important to figure out which areas of the business are strong and weak
3. Once you have established where you are weak, focus on obtaining the skills required to strengthen them
4. The most important part about education is actually APPLYING it.

Resources Mentioned

The REI Action Masterclass - https://investormindset.com/values/

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Did you know that as a human your brain isn’t wired to help you reach success and happiness, but instead just to keep you alive? Purdeep Sangha has dedicated his life to studying emotional intelligence, and helping entrepreneurs and men find success and fulfillment through designing their life based on the emotions they want to feel.

Key Takeaways:

1. If you're going to do something, you have to go all-in. Give it everything you have.
2. You’ll be more apt and aware if the majority of your thoughts and decisions are based on unconscious thoughts and feelings.
3. Success is based on two things - Decisions and Actions
4. What happens in your personal life directly impacts the velocity of what's going to happen in your business life
5. Biggest challenges entrepreneurs are facing - INVESTING in Oneself and NOT Feeling Enough
6. Get insight, get help, and get mentorship before you actually need it
7. Why do you need to focus more on Emotional Intelligence than IQ

Resources Mentioned

The War of Art - Steven Pressfield (https://amzn.to/30UOZUg)

About our Guest:

Purdeep Sangha is widely known as “The Strategist For Men In Business” and teaches men how to become a Profit-Multiplying Powerhouse. His personal mission is to help men grow their businesses massively, increase their personal fulfillment in life and improve their relationships with their wives and kids.

Purdeep is the founder behind the movement #MenWhoWin, as well as “Men Who Are Mindful Alpha Males”. Before all of this he was a successful executive at multi-billion dollar organization before he walked into work one day and quit, cold turkey.

The son of immigrants, he has dedicated his life to living out the example they gave him in making the world a better place for his family, but also for as many people as he can. He says his personal motto is “to make the world a better place”.

https://purdeepsangha.com/podcast/

https://purdeepsangha.com/

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Ever landed in a bad spot and had no idea how to get out of it? (let’s say, $750k in debt with the market falling) If you’re ready to fulfill your potential and really see success then today’s episode with Brent Daniels is where you need to be. Jump in, take action!

Key Takeaways:

1. The most important part about education is applying it
2. If you're taking action every single day, it totally cuts through all the anxiety and stress
3. You take action, You get results - That's your Education
4. The right mindset about rejection and how to deal with it
5. Learn some of the biggest challenges that new investors and new wholesalers fall into
6. Discover some of Brent’s keystone habits that have led to this foundation for his success

RECOMMENDED BOOKS:

1. The Go-Giver, Bob Burg & John David Mann (https://amzn.to/34wNNJQ)
2. The Financial Matrix - Orrin Woodward (https://amzn.to/3caJ983)

About Our Guest:

Brent Daniels is a multi-million dollar real estate wholesaler based in Phoenix, Arizona. He’s the creator of TTP (Talk To People), a simple, low-cost, and incredibly effective telephone marketing program. Brent has personally coached over 1,000 wholesalers enrolled in his “Cold Calling Mastery” training, and has helped 10,000’s of others who listen to him host the Wholesaling Inc. podcast, watch his YouTube channel, and attend his live events.

Brent says that untapped potential is one of the worst things he could imagine, so his purpose every day is to make sure he reaches his own full potential.

https://www.youtube.com/channel/UC-6z7xoEAfF885Up9axEKKw

https://www.wholesalinginc.com/podcast/

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Fear shows up for ALL of us, and it can present itself in several different forms. If you’re like the rest of us, then you’ve probably been fooled by this fear in your own life: fooled into thinking that maybe you’re not able, or not worthy. Take just a minute today, join us. You’re not alone, and kicking that fear is actually much simpler than you may think!

Key Takeaways:

1. The three types of fear can be an anchor that could hold you down instead of moving forward in the right way
2. The Law of Polarity: If failure is possible, success is equally possible; you can flip those fears on their heads.
3. Write down what are some ways that fear is playing into your life and is holding you back so that you can find the clarity to move forward

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There is a difference between cash flow investing and true passive income and, like many other investors, In this encore presentation from our most downloaded episode, Travis Watts shares how he discovered several years into his career that he’d stepped into the wrong one and essentially just bought himself a job. Not many investors have a truly passive strategy, and if that’s what you’re looking for then today’s episode is for you!

Key Take-Aways:

1. You can always change your path if it’s not serving your true goal
2. Your definition of success will change over time
3. Don’t waste your energy on things that don’t bring you happiness

Recommended Book:

Tax-Free Wealth - Tom Wheelwright - https://amzn.to/38IQ7yn

About our Guest:

Travis Watts is a full-time passive real estate investor. He has been investing in real estate since 2009 in multi-family, single-family, and vacation rentals. Travis is also the Director of Investor Relations at Ashcroft Capital. Travis has invested in over 25 passive syndications between 14 different firms.

Travis now dedicates his time to educating others in the world of investing and has made it his mission to share passive investment strategies in order to help others achieve and maintain wealth in real estate. He’s driven by his optimistic excitement for the future and the knowledge that success is a moving target that he wants to continue following long-term.

travis@ashcroftcapital.com

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In this encore presentation of episode 96, Steven discusses how to keep the momentum alive to help keep your business and yourself growing. He shares his secrets to keep moving forward to reach your success and freedom. It is much simpler than you think and you absolutely can do it!

Key Take-Aways:

1. Be careful of “playing defense” once you’ve hit some success
2. Keep confidence growing by doing the actions that are getting you the results you want
3. Start changing your thoughts and beliefs so that you can start changing the actions that you are taking every day in your business and life
4. You don’t have to lose your momentum!

Resources Mentioned

http://investormindset.com/action

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In the last episode of the year, Steven takes us through a review of some of the great things that the Investor Mindset and at VonFinch Capital have experienced in 2021. Discover the amount of change and growth that is able to happen within so many people's businesses and with our own simply by coming together and using some of the key strategies that we have talked about this past year.

Key Takeaways:

1. Steven’s 4 favorite MUST LISTEN to episodes from last year that you definitely want to go back to hear
2. The amount of growth at VonFinch Capital has experienced this past year
3. Steven’s mission is to help inspire and impact over a million people to live a better life through Real Estate
4. The best vehicle to create more freedom, flexibility, and fun is through investment in Real Estate

Previous Episodes Mentioned:

Raising Capital for Real Estate with Hunter Thompson - https://bit.ly/3FL4Wle

Winning Your Audience with John Lee Dumas - https://bit.ly/3ECWfru

Why You Need a Strong Vision of Where You Want to Be with Brandon Turner - https://bit.ly/3FGdv0i

Tax Facts You Need to Know with Tom Wheelwright - https://bit.ly/3HjdPmf

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As the new year approaches it is a great time to look back at what you have accomplished the past year but it is also important to look at what did not serve you as well. In this episode, Steven shares with us some strategies we can implement in order to avoid making more mistakes and achieve the financial freedom we want.

Key Takeaways:

1. Mistake - Letting go of habits, mentors, or exercises that led to your success and thinking you don’t need them anymore.
2. Building a habit of checking in with yourself to avoid this
3. Journalling to discover what was working and what was not
4. Identify the causes of those successes and you will discover some habits that contributed to it
5. Ask yourself the question, “Where in my life, am I self-sabotaging and causing myself to quit doing the things that made me most successful in the first place?”

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Whether you are looking at just starting to invest or a long-term investor, you need to look at diversifying your portfolio. In today’s episode, Steven takes us through the differences between single asset and funding investing and how real estate can be the investing strategy you have been looking for.

Key Takeaways:

1. With individual or single asset investing you get to choose exactly what you are investing in whether multifamily, storage, trailer parks, etc
2. The most important thing when you're choosing an individual asset is the sponsor that you're going to invest with
3. The downside of single asset investing is that you're going to take a lot more time watching and reviewing the investor presentation and data
4. Funding investing is going to spread your investment dollars across multiple assets, potentially even multiple different asset classes
5. The benefit of funding investing is that you do not need to go and review the details on every single investment but will receive an investment summary
6. What's great about either one of these is they create massive amounts of diversification and it's 100% hands-off for you

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Mike C-Roc, author, entrepreneur, and fellow podcaster joins Steven today to Mike’s mission to change people’s lives for the better.  Listen in as they talk about developing the right mindset to help you grow, and some of the strategies you can implement now to help make the shifts so that you can really start operating at the highest level.

Key Takeaways:

1. Whatever story you told yourself, is what you were going to get, whether positive or negative
2. Being Fueled by Negativity means to take everything that stops or slows you down and use it to learn
3. Discover the 3 C’s that will help you to live with a high-performance mindset
4. What holds most people back from getting what they want and from taking the action they need
5. Picking the right mentor or coach and not having too many is important
6. It's beautiful when you use that obsession in something that will lead you in the right direction

About our Guest:

Mike "C-Roc" Ciorrocco is the Co-Founder of the innovative tech platform blooprinted, the powerhouse behind the "What Are You Made Of?" podcast, and the best-selling author of ROCKET FUEL Convert Setbacks. Become Unstoppable.

He is a performance coach, author, dynamic public speaker, tech visionary and thought leader.

He has been featured by Yahoo! Finance as one of the Top Business Leaders to Follow in 2020 and is on a mission to build unstoppable people. He is consumed with the passion to help people break free from the confines of complacency and propel to untapped levels of success.

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Author, International Speaker, and host of the Money Is Podcast, Andrew Cordle joins Steven in today’s episode. Join in the conversation as they talk about what is money and how it defines our success, even though success is so much more than that. Andrew encourages us to life our life fulfilled and together, he and Steven discuss how we can shift our beliefs and our thoughts about money, so we can take on that Investor Mindset and go to the next level.

Key Takeaways:

1. Do not allow other people to define what success is for you
2. What is the difference between a Life of Achievements versus a Life of Fulfillment?
3. The questions you need to ask yourself to start living in alignment and to utilize fulfillment
4. The True Intrinsic Core Values Of Life
5. Intentions and Interpretations - 2 biggest things that will help you stay inside the Life of Fulfillment
6. What actually drives most entrepreneurs is the negativity of money, not the inspiration of money
7. Cause, Connection, and Collaborations - the 3 great words when it comes to business

About our Guest:

Andrew Cordle is an acclaimed author and international speaker, with over 350 million dollars sold—from stage alone. You may know him better as Host of the Money Is show. A show where he hosts today’s leaders and influencers in authentic business conversations about money. He has interviewed hundreds of experts, including masters of the industry like Kevin O’Leary, Gary Vaynerchuck, and Grant Cardone.

Andrew also contributes as a partner in a multi-billion dollar enterprise; made up of twenty-three current companies. One of which is a real estate development with a portfolio of over 1.5 Billion.

Passionate about the benefits of mentorship in business, he founded Power Room, a CEO mastermind where today’s top thought leaders combine forces to help teach entrepreneurs how to achieve success.

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How do you go about operating at the highest level and getting the most out of yourself and others around you? Getting extremely clear on what it is you want and why you want it, gives you the power and clarity to actually go and do it.

Key Takeaways:

1. The important questions to reflect on in order to start painting that vision of your future
2. Start with the big things, those that are important in your life
3. Dream as if everything was possible
4. If we keep asking Why, we can understand What is the purpose
5. Decide what are the 3 most important things to focus on this year
6. Think of those key activities that are going to help your reach your objectives
7. Schedule time on your calendar to achieve your goals and objectives

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Unlock the Life You Envision with High Performance Business and Mindset Coaching. Visit

http://investormindset.com/coaching

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Many of us are trying to figure out how to become financially free later in our lives. Dan Sheeks has the goal to pass along these concepts of financial freedom to young people, especially in a day and age where not everyone's having the opportunity.

Key Takeaways:

1. The significance of Early Financial Independence
2. Ensure you have family financial transparency, it is simple to do and has great importance to your family’s financial knowledge
3. We need to give young people an opportunity to learn and apply financial ideas before getting out into the world. This includes having a job in their teenage years.
4. Let them fail while they're still in the safety of their parent/guardian’s care. Let them learn the lessons now before they are too hard to recover from.

About our Guest:

Dan is a high school Business/Marketing teacher, real estate investor, and personal finance advocate. Author of BiggerPockets newest books - First to a Million: A Teenager’s Guide to Achieving Early Financial Freedom. The book introduces teenagers to the strategies, concepts, and the mindset needed to achieve early financial freedom.

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You need to invest in the right team but how do you bring these great people, the accountants, the lawyers, the syndicators, operators, and sponsors, into your world, having them work on behalf of your investment dollars? Steven dives into putting together the right team, getting what you pay for, and ensuring your team is all in alignment.

Key Takeaways:

1. One of the biggest mistakes new business owners make is that they go to a real budget.
2. When you've got a great person on your team, the difference is 10x
3. Attract the best and together, invest in the best
4. Get everybody aligned under common interests, common vision, common goal, to have massive growth success
5. Bringing on the best people in your world, finding ways to hire, partner and scale together is going to directly lead to massive amounts of success

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In this episode, Steven just wants to express his thanks to all his listeners, both new and long-term. Without you, this podcast would not be the success it is. He invites you all to be the inspiration that he has hopefully been for you just as your successes have been an inspiration for him.

Key Takeaways:

1. Each of us has the ability to be an inspirational person
2. Create your own path, pick up that torch, and run with it
3. Living with the Investor Mindset and getting to pass it on to others is so valuable
4. Ask yourself “How can I dedicate my life to helping inspire other people, helping people to live a better life?’
5. Having gratitude is the first step in inspiring others

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Marketing Master, Phillip Stutts, joins Steven today to discuss all things marketing. How can we get in the mindset of our clients and how can we use that information to further ourselves in our business or in our investment portfolio? Join them as they delve into what it takes to win in today's marketing environment.

Key Takeaways:

1. The marketing game is 100% rigged against you but there's an outlier approach for any business that can market and have success.
2. Investors or clients only care about 25% of your story. So take that 25%, optimize it, and make that even bigger, badder, and bolder.
3. Before spending money on ads, make sure that you know exactly what your clients want.
4. There are plenty of opportunities for small business owners to access data at low cost.
5. Learn the differences and similarities that Philip found between working on 1000s of elections and moving into the corporate world.

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

About our Guest:

Phillip Stutts comes from the cutthroat world of political and corporate marketing and has been described as a “marketing maverick reshaping business success using the secret formula that gets presidents elected.” Contributing to 1,407 election victories, including three U.S. Presidential victories and working with multiple Fortune 200 companies, Phillip plays the game of political and corporate marketing on the highest level, battling it out with fierce competition, multi-billion-dollar budgets, and a win or die mentality.

Http://www.phillipstutts.com

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Having a clear vision for your future means knowing your end goal. Without it the steps you take may not be in your best interest even if you think they are. In this episode, Steven shares the importance of goal setting for your future and some tips on how you can get there.

Key Takeaways:

1. Having a clear vision allows you to be able to get laser-focused on the path of experiencing and being present in life. Real estate investing is one path to get there.
2. You want to have a vision for all aspects of your life and know how those different pieces fit together.
3. At Von Finch they are on a mission to help millions of people live a better life and the vehicle they are doing that is through real estate.
4. What is your vision for 2022? By getting clear on this answer for yourself, you're going to open up an unlimited amount of possibilities.

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What is an accredited investor? What is the difference between being accredited or not? Are you one, and if not, how do you become one? Steven dives into all things about being an accredited investor to answer these questions and more.

Key Takeaways:

1. There are three simple tasks that the Security Exchange Commission has put out that determine whether or not you're accredited.
2. Your approximate net worth helps sponsors determine the right investment opportunities for you.
3. If you are non-accredited it is important for you to build a relationship with the sponsor so that they can determine if you are a good fit for the current investment opportunities that are open.

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Steven often gets asked about the time and commitment he puts in to attend events around the country. For him, it is mainly about one thing: Connection. In this episode, Steven shares the importance of attending with an intent in mind and how you can draw further value from the ones you attend.

Key Takeaways:

1. Ask yourself why you are attending and what you hope to receive or achieve while there.
2. Don’t underestimate your own value when approaching others
3. You cannot plan for everything so keep an open mind to learning new strategies that come from new connections.
4. There is nothing better than finding a way to connect and add value.

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How do you go to the next level when you're networking, when you're connecting, and when you're out in the world? How do you figure out the best way to be able to attract people into your environment? Steven discusses how you can build your value in order to be of service to others, to build trust and elevate your passive investing business.

Key Takeaways:

1. When you genuinely look to serve others before serving yourself, that value will naturally come
2. Being someone of value will make you end up attracting the right kind of people into your world
3. You might not talk to as many people but if you go deep, that depth is what builds a real relationship
4. If you start creating a reputation as a giver, everything you'd ever desire will be attracted into your world - the money, the people, the relationships, all of it

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. www.investormindset.com/discover

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Finding the Right team can make a world of difference in your passive investment opportunities. Today’s guest, Chris Pomerleau discusses his experiences of getting started in real estate investing, and finding the right team to work with. Sometimes it requires making hard decisions but it all is for the benefit of everyone involved. Steven also shares about a new investment opportunity opening up in Dallas.

Key Takeaways:

1. You can continue or start doing what you want to do while investing in real estate
2. Look for local operators who have been executing in the business for a number of years that have that track record of experience and has been able to deliver success
3. Once you refinance that property, received back all of your capital and you're into the deal for $0, it’s the largest lightbulb you could possibly imagine
4. Important things to look at when it comes to Asset Management and Property Management
5. There's a lot more opportunity to create value if you have the ability to execute it well

Resources Mentioned

Looking for your next investment opportunity? Then join this passive investment opportunity webinar about the Estrella Apartments located in Dallas, Texas. Register at https://VonFinch.com/offer

About our Guest:

Chris Pomerleau

I began my career with a mission to help people live a better life. I practice family law, and I help many people with marriage dissolution, child custody, or domestic violence cases and more. I’m a determined advocate for all of my clients. My clients are in one of the most difficult situations of their lives, but with empathy and understanding I help them through.

As an equity manager of over $46MM in assets under management, I help others achieve freedom with passive income by investing in real assets without having to invest their time and effort. For them, I create passive investment opportunities so they can pursue their own passions and careers. C-Level executives, busy professionals, business owners, and others are now able to have more freedom and financial security by allocating more into our private investment offerings.

I am committed to being a resource to my clients and investors. I follow the professional motto “We make a living by what we get, we make a life by what we give,” as said by Winston Churchill.

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You are the sum of your community, personally and professionally. Listen in as Steven discusses one of the most important things that you can do to be able to scale up either actively or passively, and how this can really help you grow.

Key Takeaways:

1. Surround yourself with somebody who is bringing you upward and moving you in positive momentum in the direction you want to be.
2. Don’t allow them to act like anchors actually pulling you back while you're trying to move yourself forward.
3. Coaching and mentorship are a few of the best ways to surround yourself with people that will help develop and support your investor mindset
4. Spend time investing in yourself, attend mastermind sessions, listen to podcasts and you will find yourself in like minded communities

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Jason Hartman joins Steven today to discuss the Hartman Comparison Index, which poses the question - ‘Compared to what?”. Listen in as they outline some powerful data about what's happening in the market today and compare that to the historical market.

Key Takeaways:

1. Investors are making huge mistakes, and have very scary blind spots because they only compare real estate to one thing when they should be comparing it to a lot of things to understand its value.
2. The diverse market can be broken down into three segments, linearly, cyclical, and hybrid
3. Adjusting for inflation, interest rate, and house price, real house prices are actually 27% lower than 21 years ago
4. Understanding the varying results when comparing the cost to two different “measuring sticks”.
5. A look at how to use the comparison index when starting to invest.

Resources Mentioned

Establish your relationship with VonFinch now for exclusive invite only opportunities. Schedule an introductory call now at https://www.vonfinch.com/call.

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

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.

https://www.jasonhartman.com

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Have you been through a recession or unpredictable market change and economic environment? In this episode, Steven talks about the importance of understanding the past, understanding the experiences of some of the operators that you're investing with, and why having a track record for 20 years isn't always necessary.

Key Takeaways:

1. Look for an operator and for a team that has been through market changes and navigated them well
2. Steven shares a partner story that led to some strategies that have been used in Von Finch to be in a phenomenal position to preserve capital
3. There is importance in reconnecting to those past experiences and studying the history in order to move forward when it happens again
4. Ensure you have preservation of capital and then create a phenomenal return in the long run

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/network

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Steven delves into the phenomenal topic of 1031 Exchanges and how powerful it can be to move into syndicated real estate. The 1031 exchange offers some great advantages to you as an investor, so listen in to the episode to learn how to make the most out of this strategy. 

Key Takeaways:

1. A 1031 Exchange allows you to sell your current properties to purchase others in order to continue to grow your investment in a tax-deferred manner
2. How a third party qualified intermediary is needed for this strategy and how it works to your benefit
3. The benefits of syndication and private equity investing
4. Opportunities and support that VonFinch can offer for a 1031 exchange

Resources Mentioned

Connect with the VonFinch Capital Network to learn more at http://www.vonfinch.com/network

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

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Steven is joined by Evan Holladay; developer, investor, and podcast host. This episode is truly about the mindset. The mindset to make an impact, to step out of your comfort zone, and find others to provide input and clarification as you continue your investment journey. It is a conversation that you will not want to miss.

Key Takeaways:

1. The pandemic has forced investors to think differently and look outside of the box
2. In times of uncertainty, you have to seek out advice and counsel because you are never going to know what the solution is unless you start asking questions
3. You have to step out of your comfort zone and find somebody who will help you be pulled forward so that you can really step into even more
4. Creating impact through your investments can be environmental, supporting your residents and your clients, as well as the surrounding community as a whole. Not only does it help your bottom line, but it also is helping the residents who then can help the property long term.

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. https://investormindset.com/discover

About our Guest:

Evan Holladay is a real estate developer and investor with over $225 million and 1347 units of multifamily real estate developed and invested.

Evan is Founder and CEO at Holladay Ventures where their team specializes in creating and investing in workforce, affordable and mixed income communities. Their mission is to create

quality housing opportunities and empower the residents to realize their full potential.

Evan is also the host of the iTunes Top 200 business and real estate podcast, “Monumental” where he sits down with top leaders and entrepreneurs making massive change in the world.

https://evanholladay.com/

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In a follow-up to last week’s episode about value-adding with reduced expenses, Steven continues to share his strategies on adding value to the property. This episode is about solar panels and even though they can seem expensive, in the long-term they will provide a significant value-add to your property. Steven discusses his current project that is doing just that.

Do not miss these highlights:

1. Installing income-producing solar will reduce expenses, adding value as well
2. One of the biggest expenses that most projects deal with even on non-master metered properties, is the cost of electricity
3. If we create power below the market rate, we're able to create a massive amount of income for the property
4. Having the right relationships can significantly decrease the cost of installing solar panels
5. A solar power system is low maintenance in the long-term

Resources Mentioned

Want to learn more about this opportunity and whether it is right for you?

Join us at our next Passive Investment Opportunity Webinar. Learn more at www.vonfinch.com/offer

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Mark Minard had a huge pivotal realization after getting into trouble that led him into almost dying and being in jail at the age 17. He started his shift from “who you thought you were and who you could be” into “who you are today”. Listen to his story as Steven and Mark discuss the importance of mindset finding your purpose.

Key Takeaways

1. Real friends push you to be a better version of yourself
2. Perspective is so important because we can often fall into the comparison trap. We should be comparing ourselves to who we were not who others are.
3. If you're going through adversity, fear, or doubt, it usually means that you're on the right path
4. You've actually gotten through 100% of every adversity in the past that you never thought you could get through.
5. Getting surrounded with people you can connect with is really powerful

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. www.investormindset.com/discover

About our Guest:

Being in jail at age 17, Mark learned to elevate above the circumstances, owner/founder, CEO of Dreamshine, changing lives for individuals with special needs since 2007, #1 Best Selling Author, Host of iTunes Top 100, Elevating Beyond Podcast, Mark brings 13 years + of real, raw, in the trenches experience of winning in your business, in your leadership, your finances, challenging you in all areas of life to go to the next level, and beyond!

Elevating Beyond Podcast - https://podcasts.apple.com/us/podcast/elevating-beyond-with-mark-minard/id950099063

https://www.markminard.net/

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In this week’s episode, Steven discusses the importance of Value Add Investing when you’re reducing expenses. He highlights some ways in order to make this happen in your investing today as well as shares an opportunity that will allow you to invest in a venture that is taking these strategies and putting them into action.

Do not miss these highlights:

1. Value is added when you increase income or decrease expenses
2. One primary focus is to look for opportunities where rents are lower than what the market is
3. Reducing expenses by billing back some of the expenses to the tenants
4. An important factor when implementing this type of strategy is to look at what comparable properties in the area are doing
5. Reduce costs through incentive programs and tax benefits

Resources Mentioned

Want to learn more about this opportunity and whether it is right for you?

Join us at our next Passive Investment Opportunity Webinar. Learn more at www.vonfinch.com/offer

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Justin Donald joins Steven to talk about the fact that everybody, no matter what they are doing, needs to work smarter, not harder. Coming from a belief that the work ethic trumps all and will solve all your problems, Justin learned that this is not the case and that nothing is absolute. What worked in one season may not work in another. Listen as Justin and Steven discuss the fact that there are multiple ways to get things done and so much more.

Key Takeaways

1. If you can't leave your business for a year's period of time and not have it maintained or grow, then you're not a business owner, you are self-employed
2. The more people you can build with and build around, the better
3. Find strong partners who are great operators that have a great track record and will answer every one of your questions
4. It's not about the fact that somebody lost money, it's about what they took away from it what they've learned
5. Instead of waiting and building this nest egg for when you retire, buy assets today and create the success that you want

Resources Mentioned

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest

For Justin’s free book - http://lifestyleinvestorbook.com

About our Guest:

Entrepreneur Magazine calls Justin Donald the “Warren Buffett of Lifestyle Investing.” He’s a master of low-risk cash flow investing, specializing in simplifying complex financial strategies, structuring deals, and disciplined investment systems that consistently produce profitable results. His ethos is to “create wealth without creating a job.”

In the span of 21 months, and before his 37th birthday, Justin’s investments drove enough passive income for both he and his wife Jennifer to leave their jobs. Following his simple investment system and 10 Commandments of Lifestyle Investing, Justin negotiated deals with over 100 companies, multiplied his net worth to over eight figures, and maintained a family-centric lifestyle in less than 2 years. Just 2 years later, he doubled his net worth again.

He now consults and advises entrepreneurs, executives, and successful media personalities on lifestyle investing. Justin has also appeared on nearly 100 podcasts, including Entrepreneurs on Fire, The Mike Dillard Show, Making Bank, Achieve Your Goals, Capability Amplifier, Tractionville, Inside Personal Growth, Conscious Millionaire, Franchise Secrets, the Accelerated Investor, and Unbecoming

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Before you get started in passive investing there are some key things that you need to look for to get started in real estate.  Steven imparts his knowledge of what you should know so that you do not make some of the big mistakes that people often make.

Key Takeaways:

1. Understand what you're investing in to determine the right strategy for you
2. Midsize multi-family properties are great opportunities for people who are focused on equity growth
3. Larger projects such as the large multifamily is a blend between cash flow and equity growth
4. When we understand what we're looking to invest in, we understand the strategy
5. Understand who you're investing with to lower your risk and have a higher likelihood of hitting those returns

Resources Mentioned

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

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The best way for you to create more income is to have more impact. And that is just what our guest today, Tyler Chesser, tries to inspire with his coaching clients. Tyler is a passive investment syndicator, business coach, and keynote speaker. Listen in as Steve and Tyler discuss a variety of topics including; recognizing that real estate is a journey, not about the short-term gain; for continued growth and evolution, surround yourself with masterminds; and ask yourself powerful questions in order to get the powerful answers.

KEY TAKEAWAYS:

1. Questioning conventional wisdom is a very powerful tool that we should all be implementing more into our daily routine. High performance starts and continues with this dialogue.
2. Failure is not fatal but it is feedback so that we continue to learn
3. None of us have a lack of resourcefulness. Perhaps we just haven't tapped into enough curiosity
4. Identity is one of the strongest forces in our lives, it's the strongest factor in terms of the future direction
5. Fulfillment is through the discomfort. Transformation comes by going through continuous discomfort on a daily basis

Resources Mentioned

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at www.vonfinch.com/call.

About our Guest:

Tyler Chesser is a high-performance real estate entrepreneur who helps real estate investors, leaders and entrepreneurs transform their businesses and lives. A successful real estate investor with a background as a former perennial top-performing commercial real estate broker, Tyler started investing in multifamily real estate in 2015 as a way to build wealth and create diverse income streams for his family. Prior to launching his real estate investing firm, CF Capital, Tyler spent over seven years in the business as a founding principal of a successful commercial brokerage company, real estate investor, professional speaker, and award-winning sales professional. Today Tyler offers a range of services and programs – from syndication of private passive investment opportunities, individual to group business coaching, real estate consulting, keynote speaking and hosts a top 200 business podcast internationally called Elevate.

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Are you seeking to get involved in real estate as an investor?  Are you accredited or non-accredited?  Steven is here to tell you that in order to find the right sponsor, you must establish a relationship first and foremost.  In this episode, he discusses what you need to consider and how to get involved with VonFinch Capital. 

Key Takeaways:

• As the value of the dollar is going down there is a lot of money moving into real assets like real estate
• When you're holding on to cash, what you're actually doing is losing the value of that cash every single month, or every single year that you hold on to it
• The biggest mistake that you can make is sitting on cash during times of high inflation, rather than finding cash flowing assets that create a great back end.
• There are several opportunities opening up but you should establish a relationship now in order to see if VonFinch is right for you

Resources Mentioned

Establish your relationship with VonFinch now for exclusive invite only opportunities. Schedule an introductory call now at 

www.vonfinch.com/call

.

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Today Steven is joined by Dan Handford to discuss the serial entrepreneur mindset. They dive into what are some of the things that have made the biggest difference for Dan when it comes to growing a business, the importance of bringing the right talent and the right people to work with, and how to determine that you have found the right person for the job.

Key Takeaways:

1. A lot of entrepreneurs get into the trouble of feeling like they have to do everything themselves because they believe they can do everything better than everybody else, however, If you hire somebody to do the job that you're doing right now, you can continue to go and grow different direction
2. Cross-training on multiple positions is important because if somebody leaves, you have people who know-how and are ready to take on those responsibilities
3. Test things before you commit fully to be able to see what is the result going to be before you put everything all in on that place
4. Hire somebody who has already been down the path and they can lead in that direction much more quickly and more effectively
5. Don’t think of hiring as a cost or an expense but as an investment to get where you want to go

Resources Mentioned

Are you looking for High Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. www.investormindset.com/discover

About our Guest:

Dan and his wife, Dennae, along with their 4 children (3 girls and a boy) and standard poodle, reside and work in Columbia, SC.

Dan Handford is one of the managing partners with PassiveInvesting.com which is a national passive apartment investing firm based in the Carolinas. He has led his apartment syndication company to acquire 3,583+ units with a portfolio valued over $561mil.

He is also a passive apartment investor himself in 10,400+ units in 44 different syndication investments located across the USA.

Prior to getting started investing in real estate, Dan had an extensive background in starting multiple seven-figure and eight-figure businesses from scratch including a large group of non-surgical orthopedic medical clinics located in South Carolina.

Dan is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 40,000 members. The #MFIN has 50+ meetup groups across the US, Canada, and UK that meets on the first Monday of every month.

He also hosts one of the most popular apartment investing podcasts on iTunes called “Multifamily Investor Nation” where he only interviews active multifamily investors that have closed a deal in the last 12 months. There is no fluff on this multifamily podcast and only getting down to the nuts and bolts of deal sources, financing, structuring, investor relations, closing, due diligence, etc. Go to www.MFINPodcast.com to subscribe.

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In this week’s episode, Steven talks about one of the fastest-growing markets in the country, what we need to look for when we are entering the investing market, and the importance of not investing in a trend but where the trend is going.

Key Takeaways

1. It's always important to understand where the population moving to and where are we seeing the most growth, as areas with a rapidly growing market offer great opportunities to own assets
2. Little components add up to be a great advantage and great advantage ends up leading to a much higher likelihood of success and a much lower likelihood of loss
3. As an investor, focus on the risk to return ratio. A very high return profile but with low risk is a great opportunity
4. A great sponsor has an aligned interest to ensure that they're going to choose what's best for the investor when an opportunity comes up

Resources Mentioned

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at www.vonfinch.com/call.

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Tom Wheelwright's mission is to help entrepreneurs and investors to be able to pay less in taxes, help them to understand this tax code, and be able to align their interests with the government to do what the government incentivizes them to do. Join Steven and Tom as they discuss how you earn your money has a major impact on how much tax you pay, how paper assets are of little benefit to you tax-wise, how behaving like a big business can bring lower taxes and so much more.

Key Takeaways

1. You have the choice to pay the maximum out of tax or make those investments that reduce taxes and make money at the same time
2. If you get the professional investor designation that the government wants you to have to increase your protection, you can actually get a very low tax rate to zero
3. If you take your money and reinvest it in the economy, particularly in those ways that the government prefers, you're going to get a major tax benefit
4. Debt is what makes real estate powerful from a tax standpoint, as well as from an investment standpoint
5. If you are a passive investor, you can only offset your deductions from that passive investment against passive income.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at www.vonfinch.com/invest.

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. www.investormindset.com/discover

About our Guest:

Tom Wheelwright - Tax and Wealth Expert is a CPA, CEO of WealthAbility®, Best-Selling Author of Tax-Free Wealth (Rich Dad Advisors Series ), Speaker, Entrepreneur, and Host of 2 popular podcasts: The WealthAbility® Show with Tom Wheelwright CPA and The WealthAbility® for CPAs Show. Wheelwright has spoken on stage on every continent to over 100k entrepreneurs, small business owners, and investors. His goal is to help people achieve their financial dreams faster by permanently and legally reducing their taxes. Wheelwright is a Contributor to Entrepreneur magazine, and his work has been seen in Forbes, The Wall Street Journal, The Washington Post and on FOX and Friends, Marketplace / NPR, ABC News Radio and hundreds of media. For more information, visit https://tomwheelwright.com/ and https://wealthability.com/tom/

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How do you get involved in passive investment deals if you're a non-accredited or an accredited investor? Steven explains the difference between the two, some specific actions you can take to get involved in investing directly alongside VonFinch, and some of the different types of opportunities that are out there regardless of your status.

Key Takeaways

1. Being an accredited investor does not necessarily mean you know a lot about investment. There's plenty of non-accredited investors who are very well versed and have a good understanding of the deals they are exploring.
2. One of the advantages of investing in real estate is you can have much stronger returns that you actually have the ability to control
3. It's really important for a non-accredited investor to build a relationship and trust factor with the sponsor
4. As an accredited investor, you have the ability to invest in any of the opportunities that come out

Resources Mentioned

Establish your relationship with VonFinch now for exclusive invite only opportunities. Schedule an introductory call now at www.vonfinch.com/call.

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Chris Miles teaches entrepreneurs and professionals how to get their money working for them. Join Steven and Chris as they discuss the ineffectiveness of mainstream investing, building the financial team to help you succeed, and understanding tax benefits in order to achieve the financial freedom you have been looking for. Remember that people are not becoming financially free doing the norm. You've got to do something different if you want to create that new path.

Key Takeaways

1. Understand the return profile you're experiencing and how you could better allocate it so it could create a better return
2. Lenders don't get the tax benefits owners do when you participate in equity versus debt The Equity Partners get more tax advantages
3. Read the right corporate structures to protect you because you’re not just making money, you want to protect what you keep and then make money on top of it
4. If you want to be financially independent, reject all the mainstream investing practices. That has been proven not to work.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at www.vonfinch.com/invest.

About our Guest:

"As founder of Money Ripples, host of The Chris Miles Money Show, and co-author of the book Entrepreneur on Fire, Chris Miles is a leading authority on quickly creating wealth by increasing monthly cash flow and creating passive income. He has shown hundreds of thousands internationally how to free up or generate tens of thousands of dollars each year! Chris has been featured in US News, CNN Money, and Bankrate.com and has a reputation for getting his clients fast, proven results. Many of his clients have the option to retire in less than 5-10 years, and Chris himself was able to retire twice by age 39! Chris’s passion is helping entrepreneurs, and high-income employees become financially prosperous by finding and fixing their money leaks and creating passive income.

Chris and his family live in Utah, but enjoy escaping to warmer weather during the winter months. In addition to helping his clients increase their cash flow, Chris is a talented ballroom dancer, choreographed ballroom dance routines for Utah Valley University, and got 5th place in his third grade spelling bee."

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Too often we hold back. We keep parts of ourselves tucked away and move forward in life with caution.  But in life you have the choice to be yourself, to go all in, or to hold back and not be your authentic self.  In this episode, Steven talks about changing your mindset.  In order to have success in life, you need to go all-in and bring 100% of yourself to the things that you value in life. 

Key Takeaways:

1. Overcome the challenges, difficulties, and resistance while pursuing a great and amazing life
2. Always see challenges as an opportunity to grow
3. Acknowledge that there's going to be challenges and everything won't go exactly as you planned
4. Even when things didn't work out exactly as expected, they will end up working out much better in the long run

Resources Mentioned

Are you looking for High Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you.  www.investormindset.com/discover

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For Ryan McKenna, success is being able to choose what you want, when you want it, and do whatever you want. Join Steven and Ryan as they discuss Ryan’s journey into the syndicated real estate space, the importance of aligned goals, and the key to a stronger position is a diversified approach to investing. Remember to make sure the deal and the business plan align with your goals and objectives.

Key Takeaways

1. Enjoy the wealth-building journey while keeping your perspective and life in balance
2. In order to be successful, you need to invest with the right people, in the right opportunities, and understand the deal structures
3. The most important part to get right is the people behind those numbers, the people behind the deals
4. Understand that syndicated real estate is a liquid investment, things may take longer than you expected

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at www.vonfinch.com/invest.

Want to learn more about our opportunities and whether they are right for you? Join us at our next Passive Investment Opportunity Webinar. Learn more at www.vonfinch.com/mesa

About our Guest:

Ryan McKenna is the Founder of McKenna Capital, a real estate private equity firm that provides passive investment opportunities in institutional-quality, recession-resilient, real estate. Focusing on value-add multifamily, self-storage, and manufactured home parks, McKenna Capital has helped investors allocate capital across 10,000 + units with a combined asset value of over $1 billion. Ryan has partnered with some of the most experienced and well-respected operating partners across the United States and oversees all acquisitions, capital raising efforts, investor relations, and asset management for his firm.

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As an investor when you are looking for a sponsor or operator, it is important to ensure that you have an aligned interest.  What does that mean?  In this episode,  Steven delves into what aligned interest is and its importance when making an investment.

Key Takeaways:

1. Why aligned interest is important and how to create it between you and your sponsor
2. Waterfall, distribution structure, and split structure allow you and the sponsor to have aligned interests
3. Acquisition fees help cover some of those upfront costs and some of the risk that goes into it
4. The majority of the compensation comes from this alignment of interest

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at www.vonfinch.com/invest. 

Want to learn more about this opportunity and whether it is right for you?  Join us at our next Passive Investment Opportunity Webinar. Learn more at www.vonfinch.com/mesa 

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In this week’s episode Steven is joined by Seth Bradley, Lawyer turned Investor. Listen as they dive into all things about passive investing, the struggles faced and the strategies that Seth utilizes in growing in his career, and much more. Like the title of the podcast, this episode is about developing that right mindset.

Key Takeaways:

1. Taking a hard look at his peers, Seth realized that was not the future he wanted for himself or his family.
2. Invest from your active income in order to earn your passive income
3. When looking at different options ensure that you are looking at the sponsors and their track records not just the rate of return that is being promised.
4. A look at why some people fail in this venture when others are so successful.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at www.vonfinch.com/invest.

About our Guest:

Seth Bradley is the Founder and Managing Partner of Law Capital Partners. He oversees the company’s acquisitions, business development, and investor relations. Additionally, Seth provides legal and compliance oversight and directs the overall investment strategy. He brings to the company over 14 years of experience in general management and new business development.

In addition to Law Capital Partners, Seth is the Managing Partner of Bradley Law, Ltd., a California law firm that provides clients with legal counsel in the practice areas of commercial real estate, corporate, and asset protection. He represents real estate developers, investors, landlords, tenants, and financial institutions in all types of commercial real estate transactions including acquisitions, dispositions, financing, leasing, and development, across a full gamut of asset types, including multifamily, industrial, office, and retail.

https://www.lawcapitalpartners.com/

Podcast: https://passiveincomeattorney.com/

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When investors are looking to partner with you they may be looking at how long you have been doing this, however, that is not nearly as important as your track record. There are sponsors that have been doing this for years however their track record may not be as impressive as yours with only a couple of years under your belt.  In this episode, Steven explores the importance of the track record and its success.  Remember, as either investor or sponsor, you are investing in the people first and then the deal itself. 

Key Takeaways

1. There is importance in getting to know the team behind the investment you're making.  You need to make sure you are investing and betting on the right people.
2. Understanding of  what track record of success is and the value of experience over time.
3. Why it is better to have a team that is local to the market
4. What questions should you be asking to understand the sponsor’s values

Want to learn more about this opportunity and whether it is right for you?  

Join us at our next Passive Investment Opportunity Webinar. Learn more at www.vonfinch.com/mesa  

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We are excited to have Jens Nielson joins us today. He is the principal at Open Doors Capital and a full-time real estate investor. Jens is passionate about teaching and helping others achieve success. He is a Certified High-Performance Coach and uses his knowledge and skills to coach and train new students in multifamily real state investing. Listen as we discuss strategies you can implement in order to up your game as both investor and operator.

KEY TAKEAWAYS

1. Utilizing or creating “pain” in order to make that mindset shift
2. There is a power in utilizing a coach or mentor in order to help you not fall back on old patterns
3. The questions you can ask yourself in order to develop that vision of who you are and what you would like to do
4. The difference between coaching, mentoring and consulting

Looking for a coach to help you move up to that next level. Schedule a call now to see if we are the right fit for you. Learn more at www.investormindset.com/discovery

About Today’s Guest

Jens Nielson immigrated from Denmark in 1996 and after a successful career in IT, he followed his passion for real estate and coaching and is now a full-time real estate investor and coach. He is currently a direct owner or General Partner in over 1,100 apartment units around the country, valued at over $100M.

The locations of the investments range from growth markets like Atlanta & Phoenix to cash flow markets like Albuquerque, Cleveland, and Erie.

Given his long IT and management background, Jens focus on underwriting, market analysis, capital raising, IT solutions, and system support for the deals he is involved in.

Jens has also passively invested in 16 syndications/private investments, spanning over 800 apartment units, 2,000 mobile park lots, and over 6,000 storage units plus mortgage note funds and private money lending.

His mission is to get more people to invest in private placements for the strong cash flow and equity growth, and his company mission is to "Open Doors to your secure financial future through multifamily investing."

He lives in New Mexico with his wife and two dogs. When he is not looking for the next deal, Jens is riding his bike, skiing, or hiking.

Email: jens@opendoorscapital.com

Website: https://opendoorscapital.com

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Looking to invest in the right property can be in challenging at times.  Opportunities arise but how do you know this property is going to give you the right return on your investment?  In this episode, Steven explores his most recent acquisition in the Denver market, what makes it a great investment, and opens up the opportunity for you to join him in this venture.

KEY TAKEAWAYS

• When you're doing value add to an investment it is important to have the right people in place
• Find a property in a great location, in this case, a C+ to B- building in an A- area
• Compete against the A class projects by offering a very similar style apartment for a lower price
• Finding that diamond in the rough that has great long-term projected opportunity

Want to learn more about this opportunity and whether it is right for you?  

Join us at our next Passive Investment Opportunity Webinar. Learn more at www.vonfinch.com/mesa  

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Are you thinking of investing in real estate or have started but just keep meeting challenge after challenge? In today’s episode, we are talking with Tim Bratz, the CEO, and founder of Legacy Wealth Holdings. Listen as we discuss the different types of investments, the three things you need to ask yourself when investing or looking for an operator, and the power of community to be successful.

KEY TAKEAWAYS

• There are two types of investments into real estate; debt and equity
• Developing systems that incorporate a win-win scenario for the investors and the operator
• There is a need to educate investors more than pitching to them on investing
• Don’t start off alone. Look for mentors that will help you reach your goals.

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at www.vonfinch.com/invest.

About Today’s Guest

Tim Bratz is the CEO and founder of Cleveland-based Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets. His current portfolio exceeds 4,000 units with a valuation of more than $300 million. But for Tim, it’s about more than the money, it’s about making a positive impact.

Connect with Tim at:

Real Estate -- LegacyWealthHoldings.com

Coaching -- LegacyWealthHoldings.com/coaching

Children's Achievement Books -- LittleLegacyLibrary.com

Facebook: TLBratz

Instagram: @timbratz

LinkedIn: timbratz

YouTube: Legacy Wealth

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We make thousands of decisions every single day, most of them subconsciously. So, how can we make the right decisions when it really counts? Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

The most successful individuals in this world are often strong-decision makers. They know what they want, when they want it, and what they need to do to achieve it. If you want to emulate this type of behavior—whether it is in your personal life or your business—all you need to do are follow the simple steps that we will be talking about today.

In this installment of Mindset Minutes, learn the steps that will help you arrive at the best decisions, especially the ones that will affect your business and your life. These include writing things down on paper, brainstorming potential ideas, and mitigating downsides, among other vital insights that you can apply to your own life.

KEY TAKEAWAYS

1. Leaders and successful people are decisive.

2. Making important decisions on paper to help you achieve more clarity.

3. Knowing what you want, when you want it is imperative to making the right decisions.

4. We have to make the best of the information we have to make better decisions.

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We have a very special guest making a comeback on the show this week. In this episode, join Kathy Fettke and I as we talk about what is truly happening in the real estate market today. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Kathy Fettke is a real estate manager, fund manager, co-CEO of the Real Wealth Network, author of Retire Rich With Rentals, and the host of the Real Wealth Show podcast. With her wealth of knowledge in real estate and its history, she shares some of the most valuable insights on what’s happening in the real estate market as we speak.

Tune in to this episode as we talk about highly relevant subjects like the impact of the recession on the real estate market, as well as the effects of COVID-19, demographic changes, and inflation on how buyers, sellers, investors, and sponsors operate.

Whether you are an investor, an operator, or a builder, Kathy’s insights can help you make the right move in the current market that we are operating in.

KEY TAKEAWAYS

1. Inflation is largely a supply vs. demand issue.

2. Operators, investors, and builders are operating with wounds from the 2008 market collapse.

3. Builders are having a hard time catching up with demand.

4. Being conservative about your investments can be a good thing, especially in this volatile environment.

LINKS

https://www.realwealthnetwork.com/about/kathy-fettke/

https://twitter.com/kathyfettke?lang=en

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With inflation rising and inventories getting smaller, the competition is high across almost all types of markets. In this episode, let’s talk about why you need to set your limits and the importance of sticking to them in all kinds of deals. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

We’re back with another installment of Mindset Minutes. In this episode, we focus on the importance of setting your limits and knowing how to stick to them—especially in a highly competitive market that we’re currently operating in. Why? Because by knowing high you are willing to go, you will be better able to make smart investment decisions, bid only when you can, and know when to say ‘no’.

If you don’t know where your limit is or simply do not know when to pass on a deal, this is an episode you shouldn’t miss.

KEY TAKEAWAYS

1. High competition can be a good thing, especially in the multifamily market.

2. When working in a competitive environment, you need to know what your limit is.

3. Determine how high are you willing to go and stick to it.

4. You need to make sure that you return what you promised to your investors.

5. Setting a high bar does not mean you always have to pass up on deals; it often means that you are pursuing something truly valuable.

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Becoming a passive investor is often easier said than done since most investments start out as active. But by applying the right strategies, you can simplify passive investing in more ways than one. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

This week, we have the pleasure of speaking to Anthony Vicino. Anthony is a multifamily real estate investor, serial entrepreneur, author, co-founder of Invictus Capital, and co-host of the Multifamily Investing Made Simple podcast. Having grown up with high expectations from those around him, Anthony always strove to be the best—until he learned why doing his best is much better.

In this episode, Anthony shares his wealth of knowledge on making passive investing easier, particularly in the multifamily field. We go over the importance of understanding where you are in the investment cycle, determining the purpose of each investment, and how to make educated decisions. He also shares some valuable tips on how to find the right operators, figure out what is asking for too much, and make passive investing as hassle-free as possible.

Whether you are an active investor or an aspiring passive investor, this episode contains some of the best insights on real estate investing as a whole, so don’t miss out!

KEY TAKEAWAYS

1. Understand what it is you are trying to achieve.

2. Without understanding the purpose of the investment, you cannot make a good decision.

3. The right operator is going to recognize if they have the right product for you or not.

4. Figure out what integrity means to you and see if the operator’s belief aligns with yours.

5. By being able to say no, you will be better able to say yes to the right sponsors, investors, and operators.

LINKS

https://anthonyvicino.com/

https://podcasts.apple.com/us/podcast/multifamily-investing-made-simple/id1510038568

https://invictusmultifamily.com/

https://www.onelazyrobot.com/

https://www.thehyperfocusedmind.com/

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In this modern world where the smartphone seems like a permanent extension of one’s hands, it can be extremely difficult to disconnect and pay more attention to what’s going on around you. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

The smartphone is truly one of the greatest inventions of our time. Today, you can do almost anything on a smartphone, be it checking your emails, making phone calls, looking at social media, and so much more. It provides convenience, ease, and a level of access like no other. But despite these benefits, these are exactly the things that make us so dependent on our phones.

For this week’s installment of Mindset Minutes, we go over the importance of disconnecting from the online sphere, particularly from our phones. If you have trouble unplugging from social media, work emails, or your group chats, this short episode can serve as the best reminder for you to just put the phone down and reconnect with real life.

KEY TAKEAWAYS

1. Even short moments that we spend on electronics can be enough to pull us away from the connections around us.

2. While electronics are extremely useful in this modern world, they can take us away from what is in front of us.

3. Find ways to unplug, be it deactivating social media, downloading a VPN, or simply putting your phone away.

4. Use the tools—don’t allow them to use you.

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Our beliefs dictate our actions, decisions, and thus, our success. In this episode, we have leading expert in human behavior, Cappi Pidwell, to talk about how to reprogram your mindset to achieve more in life. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Cappi Pidwell is a professional speaker, mentor, author, leading expert in human behavior, and a Master of NLP (Neuro-Linguistic Programming) and Advanced Hypnotherapy. She is the creator of the Cappi Pidwell Mindset Mastery Method, which she uses to help thousands of people make concrete changes in their life through reprogramming their mindset.

Everyone has their own mindset and set of beliefs that dictate their actions and decisions. Reprogramming your mindset, beliefs, and subconsciousness is rarely easy—and most people fail to do so on their own—but it may be just what you need to go one step further, be it in your career, your business, or your personal life.

Cappi is here to tell us all about how to change our thoughts and beliefs, how to reprogram our subconsciousness, how to get rid of limiting beliefs, and how to overcome our “hang-ups” in life. If you want to start making real changes in your life and achieve rapid results, tune in to this incredibly powerful talk about mindset, reconditioning, and human behavior.

KEY TAKEAWAYS

1. Changing your mindset takes time—reengineering your beliefs doesn’t happen overnight.

2. The subconscious mind is more effective as an information processor than the conscious mind.

3. Your beliefs will dictate your decisions.

4. We have to make sure that our decisions are coming from a clear consciousness.

LINKS

Cappi Pidwel Official Website:

https://www.cappipidwell.com/home_thecappipidwellmethod

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With so much money flowing into real estate, markets have become more competitive than ever. How can you make smart investment decisions in the face of high competition? Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

The more money that comes into the real estate market, the higher the value of properties will be—and the tighter the competition becomes for supply. What do you do in the face of high competition? Although investing may seem risky now, it is not the time to wait things out.

Listen to this new installment of Mindset Minutes as we talk about how to invest wisely in a highly competitive real estate market. Find out the benefit of investing in smaller properties, what type of people you need to be working with, and what kind of strategy you need to employ in order to protect your investment and minimize your risk in this type of climate.

KEY TAKEAWAYS

1. Protect principal first, focus on return second.

2. The key to making the best investments in a highly competitive market is to work with the right people.

3. Consider investing in smaller properties in the face of high competition.

4. Competition is not a roadblock, but rather an opportunity to redirect, understand, and move forward.

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As a passive investor, knowing what you want is essential to finding the right deals, choosing the best sponsors—and ultimately, making the right decisions. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Goals serve as our guide, whether it is in business or in life. Knowing what you want, when you want it makes it easier to find the best path towards our definition of success, be it greater wealth, more time with family, or a diverse investment portfolio. However, setting goals is not always easy, and some of our objectives don’t always feel “right.”

That said, let’s talk about how you can set goals as a passive investor on this episode of Mindset Minutes. Tune in as we discuss asymmetric risk reward, the main differences between deals (cash flow vs. backend), and risk profiles, among many other important topics.

KEY TAKEAWAYS

1. You need to know what you want in order to find the right sponsors for your business.

2. Deals move quick and knowing what you’re looking for can make it easier to decide fast.

3. Goals change over time, be it with each new deal or as you gain access to more capital. Sit down to reevaluate your goals every six to twelve months.

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Life does not end until you breathe your last breath. In this week’s episode, let’s hear the story of Mike Morawski, and how he bounced back from a grave mistake that almost cost him everything. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Mike Morawski is a real estate investor and coach that boasts over 30 years of experience in the industry. From building pools to renovating houses, he started investing in real estate with little to no experience under his belt. Nevertheless, he managed to build a highly successful business—but he made a grave mistake along the way, and it almost took away everything in his life.

Through resilience, drive, and sheer will, Mike bounced back and is now an extremely successful investor and real estate coach. In this episode, he shares his story from having everything, to losing it all, to coming back out better than ever before. He shares insights on modeling successful people’s behavior, maintaining open communication with sponsors, and more importantly—learning from one’s mistakes.

Sometimes, certain events in our lives can feel like the end of the world. But Mike is the living proof that no matter how big your mistake is, there is always a path to redemption.

KEY TAKEAWAYS

1. If you want to be as successful as someone else, model their behavior.

2. Look at other people’s mistakes and learn from them.

3. Maintaining open communication with your investors can mean the difference between success and utter failure.

4. Being conservative in business is imperative to maintaining security.

LINKS

Mike Morawski Official Website:

https://mikemorawski.com/

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We’ve interviewed hundreds of successful investors all across the globe on this show. Today, I think it’s time to share my own story with all of you. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

I grew up in a blue-collar life that was admittedly quite chaotic; multiple divorces, multiple moves, and a lot of other changes in between—but it is that kind of life that helped me get to where I am today. When I started investing in real estate, I flipped dozens and dozens of houses until I built quite a successful business out of it, and then I ventured into the multifamily space.

Today, I am a passive real estate investor, coach, and the host of this podcast that interviews some of the most successful people in the industry. I’ve learned a lot from the people I’ve met throughout my career and have built my own set of principles, techniques, and strategies that helped me get to where I am today.

In this episode, I’m sharing some of my most valuable insights on mindset, partnerships, and team building that can also help you create the life that you’ve always wanted. Listen as we talk about how you can be more conscious of your thoughts, how to leverage your connections with other people, and how you can change your mindset in order to move forward.

We also talk about a few of my tips for people who are just starting out, particularly the right mindset that can help you move past the things that are holding you back. Whether you are a seasoned investor or a newbie to the real estate space, I hope my personal experiences and insights can help you get to where you need to be.

KEY TAKEAWAYS

1. Mindset is the foundation that will dictate your actions, strategies, goals—and ultimately, your success.

2. Talking to other people can change your mindset and help you move forward.

3. The more time we spend on ourselves, the better we can connect with other people.

4. Wealth is more than just financial wealth.

5. Learn how to embrace emotion, but don’t let it be your sole driver.

LINKS

Von Finch Capital Website: https://www.vonfinch.com/

Steven Pesavento Official Website: https://www.stevenpesavento.com/

Steven Pesavento on Facebook: https://www.facebook.com/steven.pesavento/?fref=mentions

Steven Pesavento on Twitter: https://twitter.com/stevenpesavento?lang=en

Steven Pesavento on Instagram: https://www.instagram.com/steven.pesavento/?hl=en

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Join us on this week’s episode with special guest Rod Khleif, one of the best real estate investors and an awesome mentor in the multifamily field. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Rod Khleif is an entrepreneur, investor, mentor, host of The Lifetime Cashflow podcast, and author. He has owned and sold over 2,000 houses and apartment buildings in the course of his career. Today, he focuses on helping other people achieve multi-generational wealth through mastering the multifamily space.

Life was not all sunshine and roses for Rod. In the global financial crisis of 2008, he lost $15 million and 800 properties; a loss that is enough to put most investors out of business. And yet, he persevered, did not give up, and found his way back on top of the game. In this week’s episode, we talk about the mindset and strategies he has in place to maximize cash flow for his business, which involve finding the right people, having the best systems in place, and avoiding the biggest pitfalls in business.

If you want to learn how you can maximize cash flow through the right people, systems, mentors, and direction, don’t miss what Rod has to say.

KEY TAKEAWAYS

1. Sometimes, it’s not about the profit margin—it’s about the cash flow.

2. One of the biggest mistakes you can make as an investor is working with the wrong operator.

3. A partnership is not equal to a solution to all of your problems.

4. Finding the right people is one of the biggest challenges in putting up a business.

5. You can’t learn to love something; if you don’t love what you’re doing, find something else.

6. Find people that align with your goals, strengths, weaknesses, and personality.

LINKS

Rod Khleif’s Official Website: https://rodkhleif.com/

Rod Khleif on LinkedIn: https://www.linkedin.com/in/rodkhleif

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Regardless of what level you are at, partnership is one of the most vital keys to success. This is one of our core principles at Von Finch, which is how we are able to help so many investors find relationships that benefit them. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Contrary to popular belief, you cannot achieve true success by doing it all on your own. Finding people that align with your beliefs and values can not only help you get to where you need to be, but it can also allow you to expand your horizons as an investor and as a person.

In this latest installment of Mindset Minutes, we define what a partner is, emphasize the importance of having partnerships in business, and how you can go about finding the right people to help you achieve success. And it’s not always about finding the best mentors, gurus, or experts out there—finding a truly beneficial partnership has a lot more to do with connecting with people that align with your beliefs, values; and has the experience to help you move forward.

KEY TAKEAWAYS

1 . Each of us have skills, abilities, and beliefs that are valuable.

1. Find people that you can align your values and beliefs with.

2. Figure out what you want, when you want it, and find people that can help you achieve it

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We’re back with another installment of our Best Of series. For this week’s episode, we’re reliving some of the best words from David Allen, the productivity expert who came up with the Getting Things Done movement. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

David Allen is a productivity consultant and bestselling author who created the global movement: Getting Things Done. Through GTD, he helps millions of people all around the world achieve an optimum work-life management system that aims to redefine the way they approach life and work. He also has bestselling books on productivity, most notably Getting Things Done: The Art of Stress-Free Productivity, Making it All Work, and Ready For Anything.

For this part of the Best Of series, we focus on getting to know David and his methodologies in life, particularly the strategies he uses to get to where he is now. We talk about the habits that help him live a good life, his unique philosophy on completion and creation, the books that inspire him, and the mentors that have helped him pave the way to success.

Furthermore, we go into the purpose of what drives him to live his best life, which involves seeing problems as projects to work on. Whether you are having trouble managing your work-life balance or want to achieve more through better productivity, this episode can tell you what mindset you need to instill in yourself in order to move forward.

KEY TAKEAWAYS

1. Our definition of success depends on what we hold most important to us.

2. When you aren’t sure what step to take next, listen to the voice inside you.

3. Sometimes, you don’t need to change the person—you need to change the process.

LINKS

Getting Things Done Official Website: https://gettingthingsdone.com/

David Allen’s Books on Amazon:

https://www.amazon.com/David-Allen/e/B001ILIG4C%3Fref=dbs_a_mng_rwt_scns_share

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We’re on the last leg of our three-part series with the one and only Trevor McGregor. Listen as we debunk the common misconceptions about coaching, and why you definitely NEED a coach in your life. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

When it comes to coaching, most investors usually fall into two groups: the ones that fully believe in the value of coaching, and the ones that think it’s a scam. If you belong to the latter, Trevor is here to shed light on why coaching is so important and why you’re actually missing out by not leveraging it.

Trevor McGregor is a business coach and mentor himself, but he has other people to coach him as well. The world is changing too rapidly for us to keep up on our own. This is where the value of coaching comes in. In this episode, we talk about the importance of having a coach, a mentor, or a teacher—and how it can help you as a lifelong learner.

However, not all coaches are made equal, which is why Trevor also teaches us how we can find the right coaches and mentors who have our best interests at heart. If you don’t have someone helping you navigate your way through this rapidly changing world, there is no better time to start than now.

KEY TAKEAWAYS

1. A coach is not there to tell you what to do; they are there to help you find the right thing to do.

2. You may be missing out by not having a mentor, a teacher, a coach, etc.

3. When finding a coach, find someone that is perfectly capable of doing what you want to do yourself.

LINKS
Trevor McGregor Official Website: https://www.trevormcgregor.com/

Trevor McGregor on LinkedIn: https://ca.linkedin.com/in/trevor-mcgregor-93375862

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The most successful business owners have personal beliefs that have brought them to where they are today. Find out more about what those beliefs are in this second episode of our three-part training series with Trevor McGregor. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Trevor McGregor is a successful business operator, real estate investor, and coach to a multitude of other high-performing business owners. In this week’s episode, he shares even more invaluable knowledge on how we can be better real estate investors, and ultimately, better people.

Our beliefs dictate how we run our business, how we interact with people, and how we live our life. While there is no perfect recipe for success, applying certain beliefs to your business can help you get to where you need to be faster and more efficiently. One of those beliefs that Trevor shares with us today is the belief that anything is possible. In terms of real estate, it is the belief that the industry is open to anyone willing to put in the work, regardless of who you are and where you came from.

Trevor also shares some important advice on how you can get started in real estate investing, particularly when it comes to establishing your fundamentals, and how you can overcome failure by shifting your own mindset and finding your “superpower.” You may have heard some of these pieces of advice time and time again, but Trevor puts them into a perspective that every entrepreneur at any point in their career can benefit from.

KEY TAKEAWAYS

1. Money is simply a by-product of the value you add to someone or something.

2. Real estate is available and open to anyone who is willing to do the work.

3. Every adversity brings new opportunities.

4. When you strive to bring value to other people, that value will come back to you.

LINKS

Trevor McGregor Official Website: https://www.trevormcgregor.com/

Trevor McGregor on LinkedIn: https://ca.linkedin.com/in/trevor-mcgregor-93375862

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Every entrepreneur will face adversity at some point in their career. Join Trevor McGregor and I on the first segment of our three-part training special as we talk about what to do when faced with your own challenges. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Trevor McGregor is a world-class business coach with over 25 years of experience in business operation and mentorship. His expertise and passion for helping others make him one of the best sources of valuable knowledge that he is sharing with us today. In this first episode of our three-part training, we talk about what entrepreneurs should do when faced with inevitable adversity in their careers.

When coming across a roadblock, do you feel sorry for yourself—or do you see it as an opportunity to learn and grow? Trevor teaches us why it is so important to see things from a different perspective in order to overcome challenges in our lives, in business and otherwise. He stresses the great significance of doing mindset work, and shares how you can get into the right alignment no matter the challenge you face.

It’s vital pieces of advice like these that can make you a better entrepreneur, and ultimately, a better person. If you want to learn more from Trevor and I, listen to this episode and subscribe to get alerts on the next parts of this series.

KEY TAKEAWAYS

1. Every entrepreneur has faced adversity in their journey, regardless of experience.

2. Changing your perspective can help you solve a problem, no matter how insurmountable it may seem.

3. In the face of adversity, there is an opportunity to access courage.

4. Make your certainty greater than your uncertainty.

LINKS

https://www.trevormcgregor.com/

https://ca.linkedin.com/in/trevor-mcgregor-93375862

https://www.theinvestormindset.com/discover

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One of the main goals of passive investing is to achieve financial freedom in the most sustainable way possible, but it’s not as easy as it may seem. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Michael Blank makes a return to the podcast for this week’s episode, and he’s back to share some more great advice with us. Michael is a successful investor, the founder and CEO of Nighthawk Equity, a best-selling author, and a coach that trains other people how to achieve permanent financial freedom through real estate investing.

Michael is one of the few people that has the passive investing formula down to a T, which is what makes him such a great source of information for all the other investors out there looking to quit their jobs and truly become financially free. For this second interview we’ve done with Michael, we talk about why investing in real estate is often a better alternative to stock investing for passive investors (which may come as a shock to some of our listeners on here). More than that, we delve into why passive investing is not all that passive—and the importance of active learning as you go along, especially when it comes to choosing operators to work with.

Furthermore, Michael gives some great advice on how to evaluate potential operators when you’re just starting out, which has a lot to do with investing in small amounts at first and making decisions from there. If you’re a passive investor that’s new to the game, this is definitely one of the episodes you wouldn’t want to miss.

KEY TAKEAWAYS

1. Studying asset classes is not as difficult as studying stocks.

2. Real estate can be a better and safer investment, especially if you are striving for financial freedom.

3. Active learning is still a part of investing even if you are a passive investor.

4. Spend more than enough time evaluating an operator before investing with them.

5. Determining your goals first and foremost can help you find operators that match them.

LINKS

Michael Blank on LinkedIn: https://www.linkedin.com/in/mblank1

Michael Blank Official Page: https://themichaelblank.com/

Michael Blank’s Books on Amazon: https://www.amazon.com/kindle-dbs/entity/author/B07GJRH6WL

Nighthawk Equity Official Website: https://nighthawkequity.com/

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This week’s Best Of episode features a clip from our interview with Brian Burke where he gives us free advice on how to avoid the common pitfalls in multifamily investing. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest👈

Brian Burke is an extremely successful real estate investor with over 31 years of investing, the President and CEO of Praxis Capital, Inc., the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications, and a public speaker that teaches others how to invest in multifamily real estate.

In our full-length episode with Brian, we went into a deep dive into how to become a hands-off investor while avoiding the common pitfalls that come with it. There were a lot of crucial points made in that episode, but this week, we’re bringing back the most important ones that we believe a lot of our listeners can learn from.

Listen to this quick yet informative episode as Brian and I talk about how to invest with the right people, the importance of diversification, and why you need to eliminate a single point of failure while investing in real estate.

KEY TAKEAWAYS

1. The biggest mistake that investors can make is having a single point of failure.

2. Protect your downside to protect your upside.

3. Humans are often better than books when it comes to avoiding potential pitfalls.

LINKS

Brian Burke on BiggerPockets: https://www.biggerpockets.com/blog/contributors/brianburke

Praxis Capital Official Website: https://praxcap.com/our-team/

The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications on Amazon: https://www.amazon.com/Hands-Off-Investor-Insiders-Investing-Syndications/dp/1947200275

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Whether you’re just about to start investing in multifamily or are in your first few months, Chris Pomerleau has some golden advice to offer you on this week’s episode. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Chris Pomerleau is a family attorney turned real estate syndicator and coach. He entered the real estate industry by investing in single family homes, but later realized the bigger potential in multifamily assets. For years, he worked hard to scale the business, and today, he has over $80 million of assets under management and co-owns Park Ave Capital LLC, a successful multifamily asset firm.

Like many other investors, Chris shifted his career to real estate because he wanted to create more value for the time that he puts into work. And like a lot of our listeners here, he didn’t know much when he started investing in real estate. But with his own experience in the industry, he tells us what we need to know before investing with multifamily syndication.

Chris talks about the best practices that you can apply to your own investing style before striking a deal with a multifamily investor, including how to make sure your business plan aligns with theirs, what to look out for when vetting, and why you need to know exactly what you want before looking for deals. In short, everything that you need to know before you put your money in a multifamily—or pretty much any kind of real estate deal.

KEY TAKEAWAYS

1. Make sure that the syndicator’s business plan is in line with your intention with your money.

2. If you’re looking to grow your money, cash flow on the first day is not the most important thing.

3. Invest with someone that knows what to do when things go wrong.

4. Maintaining an open line of communication with the people at the other end of a deal can go a long way, even if you’re not saying ‘yes’.

5. Know exactly what you want so that you’re ready to jump when you find the right deal.

LINKS

Chris Pomerleau on LinkedIn: https://www.linkedin.com/in/cashflowwithchris

Park Ave Official Website: https://parkaveinvesting.com/

The Passive Investing Playbook -

http://theinvestormindset.com/passive

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For this week’s episode of the ‘Best Of’ series, we’re bringing back one of the best highlights from our interview with Brandon Turner, where we talk about fixing your mindset and how to present yourself as someone credible. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Brandon Turner is a successful real estate entrepreneur, the VP of BiggerPockets.com, and the co-host of The Bigger Pockets podcast. He has provided an incredible wealth of knowledge about real estate investing and how to make your money work for you on the full Episode 201, so much so that we’re revisiting some of his best pieces of advice this week.

In this snippet, listen as Brandon talks about how you can stay in the right mindset as a novice in the industry, how you can create the best first impressions with how you present yourself, and why you need to have a strong vision of where you want to be in life—whether it’s in business or your personal life.

We also talk about living intentionally, which is achieving your goals bit by bit by forming habits that support them. Since we all know that success is not something that happens overnight, this is definitely a piece of advice that we all need to hear.

KEY TAKEAWAYS

1. If you don’t have the money or credibility yet, work overtime on the marketing material on the deal itself.

2. People will assume things about your business based on how you present yourself.

3. Have a strong vision of where you want to be.

LINKS

Brandon Turner on BiggerPockets: https://www.biggerpockets.com/users/brandonatbp

Brandon Turner on Entrepreneur: https://www.entrepreneur.com/author/brandon-turner

Brandon Turner on Instagram:

https://www.instagram.com/beardybrandon/?hl=en

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If you love watching the TV show Flipping Boston, then you’re going to love this episode that we have in store for you this week. Join Dave Seymour and I as we talk about career shifts, building an empire out of nothing, and finding the right people to help you do it. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Dave Seymour is a former military and firefighting paramedic, the star of Flipping Boston, and the CEO of Freedom Ventures Investments. Unlike many real estate investors who have started their careers early in adulthood, Dave did not go on this path until he was in his late 30s. After quitting his day job where he worked 120 hours a week, Dave started his real estate career by flipping houses, and he worked and worked until he built a private lending business, and then an empire in the multifamily sphere.

However, the journey was never easy for Dave. Having basically nothing to start investing with, Dave needed a major mindset shift to finally get out of the daily grind. With his experiences and the challenges he went through, Dave is one of the best people to teach us about shifting your mindset to get to where you want to be, which is the true essence of this show.

Listen as Dave and I talk about how getting educated, finding the right partners, and learning from the best mentors are the keys to success in the real estate world. No matter what kind of investor you are, this episode contains at least one thing that you need to hear.

KEY TAKEAWAYS

1. Build a mindset that if they can do it, you can do it, too.

2. No matter at what age you are, it’s never too late to start investing.

3. Having partners that are proven and professionally tested is critical to success.

4. Invest first with the operator; the people that are on the ground running the project.

LINKS

https://www.linkedin.com/in/daveseymour343

https://www.instagram.com/daveseymour343/?hl=en

https://www.freedomventure.com/

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If you haven’t listened to this episode yet, we recommend going back to the archives and listening to it in full. But before that, check out this highlight from the Best Of master negotiator Chris Voss. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Chris Voss is a businessman, academic, former FBI negotiator, and author of the book Never Split the Difference: Negotiating As If Your Life Depended On It. We’ve learned a lot of great tips from him on our full interview with him way back in Episode 205, so much so that we’re already bringing back a snippet from the episode that teaches us, essentially, what negotiation is all about.

Listen as we talk about how to figure out who’s the decision-maker in a room, how to apply dynamic silence in a conversation, and how to build a relationship without necessarily relying on rapport. Moreover, Chris teaches us when we need to just

stop talking

in a conversation—both in your personal and business life.

KEY TAKEAWAYS

1. When negotiating, the person doing most of the talking may not be the most important person in the room.

2. Paraphrasing is a good way to make other people feel heard.

3. Apply dynamic silence. Let the conversation hang for a bit, then let the other person fill the silence.

4. Rapport is great, but it’s not always necessary nor the most important step in building a relationship.

LINKS

Black Swan Official Website: https://www.blackswanltd.com/our-team/chris-voss

Never Split the Difference: Negotiating As If Your Life Depended On It on Amazon:

https://www.amazon.com/Never-Split-Difference-Negotiating-Depended/dp/0062407805

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If you’re looking for a place to store your money where it’s guaranteed growth, creditor-protected, and tax-advantaged, listen to this episode and learn more about becoming your own banker with Tom Laune. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

We’re bringing back one of the most amazing highlights from our interview with Tom Laune for this week’s ‘Best Of’ series. Tom Laune is an infinite banking specialist at Stress Free Planning and also good friend of mine. Before getting into the financial industry, Tom worked as a recording engineer for 30 years, having produced records for some of the most influential artists of our time. However, an accident in the music studio that caused him to lose part of his hearing made him realize that he has to do more to protect his livelihood.

After that, Tom came up with the Bulleproof Wealth strategy wherein he teaches others, specifically real estate investors, how to really protect their risk and save their money in a place where it is compounding. Through his work at Stress Free Planning, he helps investors become their own bankers, offering them a place to grow their money yet still retain liquidity while they’re waiting for that next real estate deal.

There are a lot of naysayers for this kind of financial strategy, and it can be pretty difficult to understand if you’re not familiar with the concept. Luckily, Tom is able to explain his strategy perfectly and we get to hear it right here on The Investor Mindset. So, if you’re itching to learn more about how you can make the most out of your money while keeping it as safe as it can be, tap that ‘play’ button now.

KEY TAKEAWAYS

1. If you are taking a risk in your life, make sure that have coverage for it.

2. Save your money in a place that is compounding, especially if you are investing in real estate.

3. Make your money work for you in the most secure way possible.

4. If you don’t understand a policy the first time, that’s okay—it can take a lot more time until you do, and when that happens, you can make the most out of your money.

LINKS

https://www.linkedin.com/in/tom-laune-chfc-clu-chsnc-7a821129

https://www.stressfreeplanning.com/

https://action.theinvestormindset.com/passive-investor-playbook

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Find a sponsor, assess the deal, then invest money. Becoming a passive investor seems like an easy feat, but trust us, there is much more to it than that. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

In this week’s episode, we have Brian Burke to walk us through the intricacies of becoming an effective hands-off investor. Brian is the president and CEO of Praxis Capital, a vertically integrated real estate private equity investment firm that helps its clients build wealth through quality investments. With over 30 years in the industry, Brian has acquired over half a billion dollars’ worth of real estate with a wide variety of asset classes, making him one of the most influential people in real estate in the country.

Today, Brian devotes his time to helping others become passive investors themselves and achieve financial prosperity that way. In fact, he has written the book The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications for this exact purpose. But luckily for us, we don’t have to read the book (yet!) as Brian shares his most important strategies in becoming a real estate investor in this exclusive interview.

Listen as Brian talks about the process of assessing a real estate sponsor before investing your money, the most critical things that go into the due diligence process, and the mistakes you want to avoid before and after shifting into passive mode. So, whether you are just about to go into passive investing or an active investor looking to switch to passive, this episode will give you a few valuable pointers on where and how to start.

KEY TAKEAWAYS

1. The answer is ‘no’ if you don’t ask.

2. When you invest with someone else, you add a new failure point to the equation.

3. Before you go into a deal, teach yourself deal analysis first.

4. Even when you are a passive investor, you have to keep an eye of what’s going on.

5. If rent gets only bigger and bigger in accounts receivable, it could be a sign of a sponsor hiding bad debt.

6. In real estate investing, eliminate a single point of failure—diversify.

LINKS

https://www.linkedin.com/in/praxiscapital

https://praxcap.com/our-team/

https://www.amazon.com/Hands-Off-Investor-Insiders-Investing-Syndications/dp/1947200275

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Moneeka Sawyer exudes such a positive energy that every conversation feels like a breath of fresh air. Listen for yourself in this week’s episode where we talk about overcoming neediness, practicing patience, and achieving bliss in the world of real estate. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Moneeka Sawyer is the daughter of Indian immigrant parents who, through hard work and dedication, established a successful real estate business in the US. Needless to say, she followed in her parents’ footsteps and turned $10,000 into more than $2 million by only working five to ten hours a month. She is a master at strategy, organization, and implementation, and she uses her skills to grow her multimillion empire and help other women do the same.

With enough energy to power an entire city, Moneeka talks about what ‘bliss’ means in life and in real estate, shares with us the value of patience in investing, and how to overcome neediness in order to achieve happiness. For aspiring investors who don’t know where to start, Moneeka also shares some golden advice on how to get started--and why the first step is getting to know yourself, your values, and your big ‘why’.

Moneeka loves her business, so much so that it’s easy to see why it has become so successful. If you want to learn more about her blissful formula in real estate investing, tune in to this episode and have a pen and paper ready with you.

KEY TAKEAWAYS

1. You can lose all your money in an instant, so be ready.

2. Don’t grow into your money too fast.

3. Real estate can get you rich, but not quickly.

4. Need can be a great motivator.

5. Patience is the most important value in real estate.

6. Your big ‘why’ will be the thing that will drive you forward.

7. Build a business based on who you are.

LINKS

https://blissfulinvestor.com/

https://action.theinvestormindset.com/passive-investor-playbook

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We have another one of our best snippets of the show for you this week. For this episode of the ‘Best Of’ series, we’re bringing back a highlight from our interview with Brandon Turner where we talk about doing due diligence, assessing investors’ credibility, and getting people to invest without asking for money. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Brandon Turner is a real estate entrepreneur, investor, and VP of Growth at BiggerPockets.com. He is also the author of The Book on Rental Property Investing, The Book on Investing in Real Estate with No (and Low) Money Down, and the co-host of the BiggerPockets Podcast. In this snippet, we learn a lot from Brandon as he walks us through his process of doing due diligence in passive investing and getting people to invest without ‘begging’ for other people’s money.

Brandon also shares his golden strategy on how to get people excited about a project without overselling it, and explains why it’s okay to let go of customers and deals that will cost you in the future. Whether you’re a passive investor looking to learn a few tricks or someone that needs to attract investors to a good deal, this highlight will be a vital addition to your knowledge base.

KEY TAKEAWAYS

1. You can’t always take the conservative approach; you have to balance it out.

2. A significant part of real estate is all about math and assumptions.

3. It’s okay to fire customers if it’s going to cost you money in the long run.

4. When you’re excited about what you’re going to do, investors will feed off of your excitement.

5. Never appear desperate for money; you’re not asking for a favor, you’re offering an opportunity.

LINKS

https://www.entrepreneur.com/author/brandon-turner

https://www.biggerpockets.com/users/brandonatbp

https://action.theinvestormindset.com/passive-investor-playbook

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Jerome Maldonado is someone who has fallen multiple times but has never let any hurdle block his path to success. Join us as we talk about how you can build your own empire through the right mindset, strategy, and drive. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Jerome Maldonado is a real estate investor and developer who runs a nine-figure real estate syndication in New Mexico. However, his journey to success was never easy. Having dealt with dyslexia for most of his young life, Jerome struggled alongside his peers and was considered the black sheep of the family. Despite this major challenge in his life, Jerome finished his degree and set out to earn six figures a year that allowed him many great luxuries in life. But then, his former employer suddenly got shut down for non-compliance, leaving him and a lot of other people without an income.

Still, Jerome got back up and found his way into the world of construction, where he realized that there was much money to be made. And so, he started building his business with the goal of earning $1,000 a day, continued scaling his business into the massive operations that it is today, and then started investing in properties himself.

For a lot of our listeners out there, extreme challenges in life are nothing new, be it losing your job or having an investment fail. Jerome is someone who can relate entirely, and he shares with us how you can overcome these challenges and change your mindset about them. Because in every scenario, there is something good that can come out of it.

Moreover, Jerome also shares his best practices when it comes to the construction side of real estate, building processes and systems that work, and choosing the best people to partner with—people that have the skills that can help you do things very well, and are not just in it for the money. Whether you are struggling with your career right now or are looking to start in construction, don’t miss this episode.

KEY TAKEAWAYS

1. In every single scenario, you can either look at the good or the bad.

2. When you are hit with an extreme challenge, find a way to see what good you can gain from it.

3. Create systems that have no room for loss.

4. No two projects are the same, and so every project requires a different business plan.

5. When partnering, find people who are driven by the game, not the money.

LINKS

https://www.linkedin.com/in/jerome-maldonado-1018b183

https://opencorporates.com/companies/us_nm/6077528

https://jeromemaldonado.com/

https://www.instagram.com/jeromemaldonado1/?hl=en

https://www.youtube.com/channel/UCGwTgAeKquvu5hvVO3n0Kxg

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David Meltzer is the man on a mission to empower over one billion people to be happy. Be part of this billion and listen to one of the best highlights from our interview with David. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

David Meltzer is the co-founder of Sports 1 Marketing and the former CEO of Leigh Steinberg Sports & Entertainment Agency, which was the inspiration for the movie Jerry Maguire. He has made it his mission in life to empower over A BILLION people to be happy, and he does it by providing insightful, constructive, and inspirational takes on business, entrepreneurship, and life in general.

As we look back on this highlight from our previous interview with David, we want listeners to re-learn the importance of treating pain as an indicator to learn, and how to overcome that pain by embracing the desire to become what you must become in life. This crucial part of the episode also lets us learn the impact of offering your service to others and how doing this can allow others to help you in return.

And perhaps the best part of this highlight is David sharing how we can overcome ego-based consciousness, both in business and our daily lives. David tells us how we can live with gratitude, empathy, accountability, and effective communication—without the toxicity of fear and the trajectory of ego-based consciousness that can cost us money, relationships, and our happiness.

KEY TAKEAWAYS

1. Gratitude is the most powerful thing in the world.

2. We have to take pain as an indicator to learn.

3. Forgiveness will give you peace; learn how to forgive yourself and forgive others.

4. Practice ending fear and ego-based consciousness—both in business and in life.

LINKS

David Meltzer Official Website: https://dmeltzer.com/

David Meltzer featured in Entrepreneur: https://www.entrepreneur.com/author/david-meltzer

David Meltzer on LinkedIn: https://www.linkedin.com/in/davidmeltzer2

David Meltzer on Twitter:

https://twitter.com/davidmeltzer

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Sometimes, the best sources for profit are the properties that no one wants. Let’s learn more about investing in undervalued, mismanaged, and undercapitalized real estate with this week’s guest, Kent Ritter. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Kent Ritter is a multifamily investor, an entrepreneur, the host of Ritter on Real Estate podcast, and the managing director of Birge & Held Asset Management, a multifamily private equity firm that has over 15,000 apartment units and more than $1.5 billion of assets under management. Today, we learn more about the enigma that is Kent Ritter and how he came to be, starting with the tragic loss of his father that forced him to grow up faster than everyone else.

With his early experience with grief, Kent shares an insightful view on how the lowest points in our life can actually help us build our character and make us realize what matters most. It is this loss that has helped him become who he is now—a successful real estate investor on a mission to help others achieve financial freedom and make a positive impact on society through affordable housing.

Kent walks us through the strategies that they use at Birge & Held, particularly how they manage to achieve sizeable scale in such a short amount of time. We discuss how investing in the properties that other people ignore can provide better return profiles, and thus allow investors to gain more value. More than that, we go over their views on in-house management, digital leasing processes, scattered-site management, and the use of a hub-and-spoke model for operations.

As if these golden nuggets of knowledge are not enough, Kent also shares their journey of renovating an entire apartment complex with 700 units that would have taken 3 years to complete—and how they did it in just 11 months (check out the YouTube link below for the time lapse of the entire process!)

KEY TAKEAWAYS

1. Embrace the low moments.

2. Investing in properties that people aren’t paying attention to can lead you to better returns.

3. Running small properties can be more challenging than running large properties.

4. Sometimes, the old-fashioned way is not the best way to go.

LINKS

Kent Ritter’s Official Website: https://www.kentritter.com/

Kent Ritter on LinkedIn: https://www.linkedin.com/in/kentritter

Ritter on Real Estate Apple Podcast Page: https://podcasts.apple.com/us/podcast/ritter-on-real-estate/id1511017979

Birge & Held - Oaks at Eagle Creek Apartments | Renovation Timelapse: https://www.youtube.com/watch?v=RZHeP04MbKk

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It’s very easy to fall off the wagon and suddenly become overwhelmed with everything that you have to do. If you’re constantly getting into a battle with procrastination and ambient anxiety, you need to listen to this highlight from our episode with David Allen. Find out more about our investment opportunities here 👉 www.vonfinch.com/invest 👈

In this week’s episode, we have another special clip for our ‘Best Of’ series. Join us as we look back at our amazing interview with David Allen, expert productivity consultant and founder of the time management method “Getting Things Done”. On this highlight, we talk about how to beat procrastination by trusting your system, figuring out the most important thing to do, and reserving your psychic space for the most crucial stuff.

Anyone who’s juggling work and personal life can find themselves with a mess of thoughts in their head, unable to focus and even more unable to be productive. If you belong to this crowd, this episode highlight can definitely help you find your center and take back control over your life.

KEY TAKEAWAYS

1. Be accountable for anything that pops up in your head.

2. Focus on the most important stuff.

3. Write things down, both for your personal and business life.

4. Take the time to sit down, organize your thoughts, and get yourself in the right state of mind before doing anything.

5. When you fall off the wagon, get back in there and figure out the most important things you need to prioritize.

LINKS

https://gettingthingsdone.com/

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Are you tired of making other people rich? Join me and Dustin Heiner as we talk about passive real estate investing and how to make a sustainable business that can allow you to quit your job. Find out more about our investing opportunities here 👉 https://www.vonfinch.com/invest 👈

Dustin Heiner is an author, real estate expert, and the founder of Master Passive Income, a company that teaches aspiring investors how to escape the rat race and build their own real estate investing business. Despite having an entrepreneurial mindset and creating multiple businesses, Dustin worked a regular job and invested in real estate on the side—but that was until he got laid off unexpectedly. From then on, he vowed to never be in the same position again, and that was the catalyst for his career in real estate.

A lot of people today are taught to go to university, get a job, and invest in the stock market to attain financial freedom. However, that still means working for somebody else. If you are one of these people and are sick of living paycheck to paycheck or being afraid that you could lose your job at any time, Dustin has the perfect advice that may be just what you need to change your life.

Listen to this episode as we talk about how to make a career out of investing, why a property is a piece of inventory and not a business, and some of the best ways to start a career in real estate investing.

KEY TAKEAWAYS

1. You don’t have to go on the beaten path to achieve financial freedom.

2. Hire experts to make sure you invest in the right properties.

3. If you’re afraid of losing money in real estate investing, build the entire business first.

4. Take on the identity of being an investor—don’t let yourself be defined by your day job.

LINKS

Master Passive Income Website: https://www.masterpassiveincome.com/

Dustin Heimer on LinkedIn:

https://www.linkedin.com/in/dustinheiner

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If you’re financially ready to dive into a security deal but not so confident about it, Gene Trowbridge shares the four golden questions to ask before investing your money. Find out more about our investing opportunities here 👉www.vonfinch.com/invest👈

With over 25 years of experience in creating and sponsoring real estate investment groups, Gene Trowbridge possesses a wealth of wisdom we were lucky enough to hear back in Episode 168. In this episode, we’re bringing back one of the best snippets from our previous interview with Gene where we talk about security investing, and how you can do them right.

According to Gene, the four questions that you need to ask in a security deal are: “What happens if something happens to you?” “Have you done this before?” “Are you going to put money into this deal?” “What happens if something happens to me?” A lot to unpack there, so if you want to learn about business continuity, liquidity, and assessing a sponsor’s track record, click that ‘Play’ button and re-listen to this amazing interview with the one and only Gene Trowbridge.

KEY TAKEAWAYS

1. Put everything in writing to let everyone in the deal know what’s going on.

2. When it comes to investment deals, education is everything.

3. Ask the four questions above before diving into a deal, especially if you cannot afford to lose money.

LINKS

https://www.linkedin.com/in/genetrowbridge

https://trowbridgelawgroup.com/attorney/gene-trowbridge/

https://www.valuehoundacademy.com/public/Gene_Trowbridge.cfm

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Switching to an entirely different career is an inherently risky and daunting move. Find out more about changing your career for financial freedom with this week’s guest, Vikram Raya. Find out more about our investing opportunities here 👉 www.vonfinch.com/invest 👈

Vikram Raya has one of the most astonishing track records among our guests to date. He is an accomplished cardiologist, biohacking expert, and coach to elite doctors within his specialty. More than that, he is also an entrepreneur and real estate investor that has raised over $350 million in assets. With the demand of both of these careers, how can one accomplish so much in one lifetime?

Having grown up in a lower-middle-class home, Vikram learned from a very young age that having no money caused pain. From then on, he strived to achieve abundance so that money will never be an issue for his own family. He went to medical school, became a cardiologist, and went into practice. However, that path did not get him to where he really wanted to be, and so he went into real estate investing and started building more wealth from there. On this week’s episode, we have the honor of hearing his journey first-hand.

If you are in a completely different career and aren’t sure if making the switch is worth it, Vikram’s story will serve as an inspiration for you to take the plunge. Let us help you get to where you want to be and listen to this episode where we talk about achieving financial freedom, surrounding yourself with the right people, and striving for growth time and time again throughout your career.

KEY TAKEAWAYS

1. Double down on your passions and interests.

2. The growth process never stops--if you’re not growing, you’re dying.

3. Surround yourself with the right people.

4. Never stop chasing what you want to achieve in life.

LINKS

Vikram Raya on LinkedIn: https://www.linkedin.com/in/vikramraya

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Let’s take a look back at one of the best snippets with Brian Burke where we talk about finding the right investments and sponsors for your passive income needs. Join our private investor network at 👉 www.vonfinch.com/invest 👈

Brian Burke is the CEO of Praxis Capital Inc. and the author of “The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications”. Having started his investing career at only 20 years old, Brian has acquired over half a billion dollars’ worth of real estate with over 3,000 multifamily units and 700 single-family homes. Now an extremely successful multifamily syndicator, Brian shares with us some of his best practices when it comes to finding the right deals, creating relationships with the best sponsors, and figuring out if an opportunity is truly right for you.

If you’ve always wanted to be a hands-off investor but don’t know where to start, listen as Brian and I talk about the common pitfalls in passive real estate investing and how to avoid them. In this episode, you will learn about the factors to consider when choosing the right sponsor to work with, the things that mean you should say ‘no’ to a deal, and how certain decisions can increase your risk of failure.

KEY TAKEAWAYS

1. If you just ask, people might say yes.

2. When you invest with someone else, you’re adding a new failure point into the equation.

3. Consider your potential sponsor’s track record, team, and experience level.

4. Before saying yes to a deal, make sure that it meets your goals and needs.

5. Understand if the sponsor’s business plan makes sense.

LINKS

https://www.linkedin.com/in/praxiscapital

https://store.biggerpockets.com/products/the-hands-off-investor

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Listen to some of the best principles on private equity real estate investments from this week’s guest, Daniel Cocca. Join our private investor network at 👉 www.vonfinch.com/invest 👈

Daniel Cocca is the co-founder of Alpha Investing, a private capital network that’s all about creating marketplaces, raising capital for sponsors, and providing top-notch investing opportunities to their clients. He is with us here this week to share some of the best principles in private real estate investments, and how they have helped him take Alpha Investing to what it is today in just a span of six years.

Alpha Investing gives investors and sponsors an opportunity to come together and invest as a collective. However, how did Daniel manage to gain investors’ trust despite being ‘young’ in this type of industry? In this episode, Daniel also shares the value of mentorship, and why hiring people with more experience than you is imperative to growth and success.

Furthermore, we talk about focusing on recession-resistant assets. Daniel shares their own strategy in Alpha Investing that allows them to continuously develop regardless of the state of the market; a strategy that you can apply to your own business or investment endeavors.

If you want to learn more about private real estate investing, building a track record from scratch, or achieving stability no matter the state of the market, join Daniel and I on this highly informative episode.

KEY TAKEAWAYS

1. When you’re trying to bring a young company to success, it’s all about building your track record from scratch.

2. Hiring people with more experience than you is imperative to learning and achieving growth.

3 .Find people you can learn from; people that are already successful in the path you’re taking.

LINKS

https://www.alphai.com/our-firm/

https://www.linkedin.com/in/daniel-j-cocca-jr-esq-80628313

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How do you build rapport during a negotiation even when there is no common ground? Let’s learn more about this with Chris Voss. Join our private investor network at 👉 www.vonfinch.com/invest 👈

We’re back with more golden advice from master negotiator Chris Voss! As a renowned businessman, author, academic, and former FBI hostage negotiator, Chris has formed some of the best strategies when it comes to negotiating—be it with other entrepreneurs or hostage-takers. And on this episode, he shares some amazing tips on how you can negotiate deals as if someone’s life depended on it.

Negotiating a deal is one of the hardest skills to master, but it is an inevitable part of an entrepreneur’s life. Listen as Chris Voss and I talk about how to spot the decision-makers in the room, how to utilize dynamic silence, and how to build better rapport with people even with no common ground. He also tells us

why

common ground is not inherently useful in negotiation, and how expressing

understanding

is a much more effective way to build a relationship.

KEY TAKEAWAYS

1. The more people use singular pronouns, the less important they are, and vice versa.

2. Use dynamic silence to make people feel heard—let them fill the silence and watch the deal seal itself.

3. To save time, ask the other party how they want to proceed and give them the opportunity to offer you something good.

4. Finding common ground makes people feel great, but it is not entirely useful in negotiation.

5. Don’t deny negativity; understand it. People feel better when they are understood.

LINKS

https://www.blackswanltd.com/our-team/chris-voss

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For this week’s episode, we’re back with another interview with an old friend of mine, Jason Yarusi—CEO and founder of Yarusi Holdings, ultra-marathon runner, family man, and host of two successful podcasts: The Multifamily Podcast and The Jason & Pili Podcast. With all of these roles on his plate, how does he manage to do it all?

One of the habits that have led Jason to success is having a clear vision of where he wants to be, and knowing what steps to take to get there. However, this is almost always easier said than done, especially for entrepreneurs who are struggling to determine what their next step should be. If you are in the same boat, fret not. Jason Yarusi is here with us to share wisdom on what you need to do to reach your goals—and surprisingly, it doesn’t involve knowing all the steps that you need to take.

Jason is an extremely disciplined athlete and business owner. If you want to learn more about his lifestyle and how you can adopt the same habits into your life, press play and listen as we delve into topics about multifamily real estate, perseverance, goal-setting, and networking.

KEY TAKEAWAYS

1. Create goals and steps that are actionable.

2. You won’t need to know all of the steps towards your goal—all you need to know is the next step to keep yourself in line.

3. Focus on your wins.

4. Your network can help you accomplish so much more.

LINKS

Jason Yarusi on LinkedIn: https://www.linkedin.com/in/jason-yarusi-08b9a426

Jason Yarusi on Twitter: https://twitter.com/jasonyarusi?lang=en

Yarusi Holdings Website: www.yarusiholdings.com

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In this modern age, social media remains one of the most powerful tools in online networking—so much so that it has become a necessity for every type of entrepreneur today. If you look through Facebook, LinkedIn, Twitter, and even Instagram, you’ll see millions of entrepreneurs sharing their businesses online, creating relationships with their audiences, and making connections with other business owners both in and out of the industry. As a modern business owner, you probably already have the first two down pat, but what about the last one?

Making connections with other entrepreneurs is as easy as sending them a friend request on Facebook or DMing them on Twitter. However, how many of these connections turn into actual valuable relationships both on and off of the platform? In this episode, we talk about how you can bring online connections outside of the app, and how you can lead those connections down a path where you can bring genuine value to each other.

With the power that social media holds, expanding your network is incredibly easy—that is, if you know what to do and how to do it. If you want to learn more about how you can connect with other entrepreneurs online and then solidify that connection offline, you wouldn’t want to miss this episode of Mindset Minutes.

KEY TAKEAWAYS

1. When trying to put your foot in the door, show genuine interest by asking the right questions.

2. Modify your approach depending on the platform you’re using; consider the expectations that come with that particular social media platform.

3. Choose the best platform based on your industry and the type of people you want to meet.

4. Come from a place of genuine interest and value instead of being spammy.

5. When bringing online connections off the app, use the method of interaction that works best for you, be it phone calls, video conferences, or face-to-face meetings.

6. Figure out your strategy and do it consistently.

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Building passive income is often easier said than done, but Bronson Hill is with us here this week to share some insights on the best way to approach that endeavor. Bronson Hill is the founder and CEO of

Bronson Hill Equity. He has raised over $15 million for real estate investments and is the general partner of over $60 million worth of real estate assets. During the course of his career, Bronson has spoken with thousands of investors and he teaches us some of the lessons he has learned from all of those encounters.

In this interview, Bronson shares the challenges he went through in early childhood, and how overcoming those challenges has made him who he is today—someone true to themselves. Authenticity is exactly what helped, and is continuing to help, Bronson build his empire in multifamily syndication. It is also what’s allowing him to help others achieve their passive income goals.

He tells us the story of how he started in passive investing and shares valuable tips on how to generate passive income through real estate. With that, we also talk about the importance of networking with other investors — not just for sealing deals, but also for learning more about passive investing as a whole.

While we only get to cover passive investing in a nutshell, Bronson’s advice is a gem for people who are sitting on money and don’t know where to put it. So, if you’ve always wanted to try your hand at passive investing but don’t know where to start, this episode is definitely one you shouldn’t miss.

KEY TAKEAWAYS

1. Stay true to yourself and live an authentic life, everything else will follow.

2. Investing in real estate does not automatically translate into passive income.

3. Networking is a powerful tool for generating passive income.

4. People can sense if you do not have their best interests at heart.

5. Getting started in passive investing can be uncomfortable at first—give it time until you get used to it.

LINKS

Bronson Equity Website: https://bronsonequity.com/

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In this episode we look back at the fantastic interview I had with Brandon Turner from the Bigger Pockets podcast. What are the fundamentals of raising money and are you doing them correctly? Brandon is a master at this and takes us through the secrets of generating the capital needed for landing amazing deals.

Brandon takes us through how to raise capital the smart way and kick off a real estate career with a head start. Yes, it's tough when starting out, but if you've got some great resources like this to use then it's going to make your life a hell of a lot easier (and more successful). There's some tricks in here... I BET you didn't know of.

So jump in, hit subscribe to join the community, and boost your business knowledge today.

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For many investors, the hardest part about getting to where you want is finding the best way to get there. Let’s find out how. Find out how to invest with us: 👉 www.theinvestormindset.com/invest 👈

In this episode, Steven is interviewed by Kirby Atwell from Living Off Rentals Podcast and go into how you can find out exactly where you want to be—and how you can get there while minimizing mistakes on the way.

In this interview, I share stories about my journey going from management consultancy to real estate investing, my early realizations as I delve further into the industry, and a real-life experience that taught me more about myself and my risk appetite. We talk about the importance of diversifying your investments to reduce your overall risk, the differences between single-family homes and commercial units, and the value of trial and error in your journey as a real estate investor.

Hopefully, these life lessons help you, as an investor or an entrepreneur, realize what you want early on, and what you need to do to achieve those goals. Whether your main target is to earn passive income from single-family units or rake in massive deals from multi-family units or commercials--this episode can help push you in the right direction.

KEY TAKEAWAYS

1. Set clear goals to simplify the path towards them.

2. Don’t be afraid to try different things, especially in your early days of investing or entrepreneurship.

3. Mistakes provide lessons that can help you determine what you need to do moving forward.

4. Finding your ideal client can help set a clearer path for you.

5. Don’t put all your eggs into one basket—diversify and reduce your overall risk.

LINKS

Kirby Atwell on LinkedIn: https://www.linkedin.com/in/kirbyatwell/

Living Off Rentals Website: https://www.livingoffrentals.com/

Learn more about investing with Steven at http://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: http://theinvestormindset.com/mfmba

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Online summits are not only the best opportunities to learn—they are also the perfect places to grow your network! We dive into this and more on this week’s episode. Find out how to invest with us: www.theinvestormindset.com/invest

With the influx of online events due to the COVID-19 pandemic, it only makes sense to take advantage of these opportunities to expand both your knowledge and your contact list.

On this episode of Mindset Minutes, we delve into how you can leverage online summits to meet new people who can help you become a better investor, and how you can do this in the most efficient way possible. Before joining your next online event, listen to these tips on how you can make the most out of it.

Hit the subscribe button to join our community and let us know in the comments below: How valuable is helping people to you?

KEY TAKEAWAYS

1. Consider what type of people the event is going to attract.

2. Participate! Interact with others, ask questions, share things about yourself when given the opportunity.

3. When sharing about yourself, be specific about what you’re focused on to let other people know what value you can offer them.

4. Scheduling tools make it easier to bring interactions offline.

5. Go to the event intention--both to learn and to reach out to other investors and business owners.

LINKS

Learn more about investing with Steven at http://theinvestormindset.com/invest

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Jilliene Helman started a digital real estate business in her living room 8 years ago and has now invested in over $2 billion of real estate. We talk about investing 101 and finding opportunities in the market. Find out how to invest with us: www.theinvestormindset.com/invest

Jilliene is an amazing guest this week - she has incredible experience and knowledge of starting a successful business and investing successfully in real estate. If you’re just starting out in the real estate investing game, or just thinking about it, then this is an episode made just for you. Jilliene drops some essential advice on the subject of investing, starting out, getting educated and spreading your investment risk.

Jilliene Helman is the Founder and Chief Executive Officer of RealtyMogul, a FinTech company focused on investing in commercial real estate. In this capacity, Jilliene has invested in over $2 billion of real estate and deployed over $400 million of equity capital. She has also raised over $50 million in venture capital to finance the business from top-tier venture capital firms including Canaan Partners and Sorenson Capital.

Jilliene is also an executive on numerous RealtyMogul subsidiaries and serves as Chief Executive Officer for RM Manager, a wholly-owned exempt reporting advisor, Chief Executive Officer for RM Advisor, a wholly-owned investment advisor, Chief Executive Officer for Mogul Securities, a wholly-owned broker-dealer, Chief Executive Officer for RealtyMogul Commercial Capital, a wholly-owned real estate lender and broker and Chief Executive Officer for RM Communities, a wholly-owned owner/operator of multifamily real estate.

Hit the subscribe button to join our community and let us know in the comments below: How did your first deal go?

KEY TAKEAWAYS

1. Get educated before you start investing in your first deal

2. Think about what type of assets and deal you want to invest in

3. Consider REIT deals

4. You can find great deals online

5. Interest rates are super low right now - multifamily could be the way to go

6. Diversify your investment in order to reduce risk

7. Real estate is still a great market to be in and the market looks promising

LINKS

https://www.xfactor.ventures/

https://www.linkedin.com/in/jillienehelman/

https://twitter.com/jillienehelman?lang=en

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It can be difficult to ask for what we want. Maybe it’s ego… or maybe it’s humility. Either way, it’s damaging your progression. You can, though, overcome this and get better at asking for what you want. Find out how to invest with us: www.theinvestormindset.com/invest

This week we’re taking a deep dive into why asking for help is so important and why it WILL help you in business and in life. If we think that asking for help "sounds needy", we're restricting ourselves from making those new connections and building a genuine report with great people. I get it, for most of us this is difficult, but because it's so beneficial, we need to practice everyday in order to get better at it.

We also look at how genuinely wanting to help others is going to make them want to help YOU too. This doesn't mean that you're going to have the "new client" flood gates smashed open.. but it will help you in building connections and report with people. Come forward with a genuine sense of wanting to help people and don't be the... "false sense of offer" guy. Another important part of asking for help is being comfortable with rejection, loving the answer regardless of what it is and finding the strength to keep putting yourself out there and asking.

Hit the subscribe button to join our community and let us know in the comments below: How valuable is helping people to you?

KEY TAKEAWAYS

1. Be genuine and avoid being that person who "just wants to make the sale".

2. You must practice asking for help to actually get better at it.

3. Don’t think you sound needy by asking for help.

4. Love the answer regardless of what it is.

5. Don’t be the “false sense of offer" guy.

6. If you get told no but ask another person every single day and 90% of people say no, you're still going to have 3 or 4 people that say yes.

LINKS

www.theinvestormindset.com/invest

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Are you grinding every day, still trying to grow your business, and not getting anywhere? If this applies to you, then Ivan Barratt is here this week to help you get over that massive hill.

👉👉Learn About Our New Waymaker Fund - https://www.vonfinch.com/waymakerfund

Growing a business is one of the hardest things you’ll ever do. That’s why it’s important that you know how to do it effectively, efficiently and know what mistakes to avoid. It’s easy for us to be too precious and resist passing off big responsibilities to other people or just wanting to do the work ourselves because it’s “quicker and easier”. By doing this though, you’ll never grow into what you could be, or even worse, could’ve been. This week my guest, Ivan Barratt, has successfully built a big real estate business from scratch… so what better person to take our advice from, right! Ivan gives us his advice on the best ways to grow a business, how to hire effectively and how not to get stuck in the mud.

Ivan Barratt is a multifamily unit owner and syndicator who specializes in FHA and Agency-financed projects. Since 2015, Ivan Barratt has raised nearly $60 million in equity, acquired over 2,500 units and grown Barratt Asset Management (BAM) to a best-in-class; vertically integrated, asset and property management firm. Today, Ivan focuses his time on equity finance, acquisitions and company strategy. Currently, his companies manage well over $250 million in assets, comprising nearly 3,500 units.

Hit the subscribe button to join our community and let us know in the comments below: How did you grow your business?

KEY TAKEAWAYS

1. You have to let people make mistakes, it’s the only way to grow.

2. Don’t always take the proverbial ball and run with it… let others have responsibility.

3. Growing a business is a trial and error process and TAKES TIME.

4. People and employees will be the most challenging part of growing your business.

5. You have to let go of control in order to grow.

6. Have a plan and make sure you’re working at your best everyday.

7. Don’t just give up.

8. Personality tests can help you make great hires.

9. You WILL hire someone who doesn’t fit. Move on.

LINKS

https://www.ivanbarratt.com/

https://www.facebook.com/barrattassetmanagement/

https://www.instagram.com/ivanbarratt/

https://www.linkedin.com/in/ivanbarratt

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In this episode we look back at the amazing interview we had with David Allen. David teaches us how to clear our minds, optimize our workflow and that your mind is for having ideas, not holding them. 

David takes us through the GTD way of thinking and how this can improve your life significantly and help you increase productivity and reduce anxiety and stress related to life, work and family. If you’re finding that your world is slightly overwhelmed or you’re making mistakes in your business life then this is the episode you don’t want to miss. 

So jump in, hit subscribe to join the community, and boost your business knowledge today. 

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Nathan Tabor drops by this week and provides some solid advice on how to renovate and manage property units so you can hit the highest returns possible and avoid common pitfalls. 👉👉 Get The Passive Investing Playbook - https://theinvestormindset.com/passive

Nathan is not just a prolific entrepreneur and coach, but also someone with incredible experience in the real estate redevelopment game. If you’re thinking of starting a renovation project, or even if you’re already experienced, this episode is going to improve your knowledge on the subject and give you some amazing advice that you definitely don’t want to miss.

Nathan has successfully founded and operated more than two dozen businesses since 1999, grossing over $150 million in sales. His experience spans the areas of commercial real estate acquisition and redevelopment, automobile sales, direct product sales, web-based marketing, and strategic partnership facilitation.

Over the years, his companies have been honored with many awards and rankings. In 2012, 2013 and 2104 his parent company was ranked by Inc. magazine’s Inc. 5000 as one of the fastest growing small businesses in the United States. In 2014, 2015, and 2016, his real estate management company was listed as one of the largest in the Piedmont Triad.

Hit the subscribe button to join our community and let us know in the comments below: What do you think are the most important aspects of effectively managing a renovation project?

KEY TAKEAWAYS

1. Make sure you understand all aspects that are going to come together on a renovation.

2. Due your diligence and plan for the known AND the unknown.

3. Really get micro and make sure you have a solid list of renovation costs.

4. Make sure you have enough budget to fix potential future problems.

5. Get help from professionals who can help you through the project.

6. When analyzing the cost of renovation.. think of the worst case scenario.

7. Different classes of properties will have different issues and problems.

8. You’ll save money if you can hire and manage contractors yourself.

9. In the near future there’s going to be more deals coming on the market.

10. Before getting into a deal think about how much risk vs comfort that you want.

LINKS

https://www.linkedin.com/in/nathantabor/

https://apartments.nathantabor.com/optin-1547128715531884

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This week we're throwing back to a past episode in which we were lucky enough to have David Metzler as our special guest. David shares his experience of losing over $100M, the crushing blows of such high-profile defeat, and how he came out as a champion on the other side. 

In this particular clip David tells us the chilling story of how his rich dad went from hero to zero in a single moment… and how David fell into the trap of becoming JUST like him and nearly lost everything. This one hits the heartstrings! 

So jump in, hit subscribe to join the community, and boost your business knowledge today. 

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David Thompson is the founder and general partner of Thompson Investing, operating out of his city of residence: Austin, Texas.

As a sponsor in countless syndication deals, David invests capital in real estate projects, particularly multi-family apartments, self-storage, and home parks. He currently manages an investment portfolio of over $150 million. Before starting his own business, David moved between high-level management positions at companies like Dell, AT&T, and Lucent Technologies.

In this episode David shares his strategies for dealing with crises like Coronavirus in real estate syndication. We discuss how you can make money in any real estate market through identifying and developing a niche, and how David has turned the pandemic into an opportunity for personal and professional growth.

Tune in for an uplifting episode where David's optimistic and pragmatic investing tips help you become a more resilient investor.

KEY TAKEAWAYS

1. Communication is key to build and maintain trust during a crisis, even if you only have bad news.

2. Building strong business relationships will pay off for years to come.

3. Educating yourself is crucial. Anybody can get started as an investor if they are willing to self-educate and reach out to professionals to ask questions.

4. Slow periods are part of investing. It comes in waves.

5. Take the time during a slow year to focus on building up what you have, strengthening your investments rather than expanding.

LINKS

https://thompsoninvesting.com/

https://twitter.com/thompsoninvest

https://www.facebook.com/thompsoninvesting/

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This week we're introducing a new segment called "The Best Of..." where we throw back to some of the best episodes we've had on the show thus far. So we’re going to kick off with one of the best episodes we've ever had: Mr Chris Voss! Chris takes us through the art of negotiating and how getting the other person to talk first is absolutely crucial to achieving a great result.

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In an ever changing world one of the most important things we can do is to get into a community and learn how to deal with and drive through uncertainty so we can change our lives for the better.

In this episode we dive into the importance of personal investment and how even though it can be costly, it’ll be one of the best things that you’ve ever done in business and also in your personal life. Julie and Annie take us through their inspiring story of how they took action after realizing that they didn’t want to be stuck in a frustrated readymade life for the next 35 years. After investing in themselves and attending personal development events, it totally changed their lives, not only at work, but also at home. This is a really inspiring episode!

Julie Lam and Annie Dickerson are real estate investing experts with over a decade of real estate investing experience. Julie and Annie are co-founders and​ ​managing partners of Goodegg Investments, a company that helps people invest passively in real estate syndications. Together, they have helped hundreds of investors around the country to invest passively in commercial real estate assets in strong, growing markets.

Julie and Annie are authors of the book ​Investing For Good: The Surprising Strategy For Building Wealth While Also Making An Impact,​ co-hosts of the podcast Investing For Good, and creators of the Real Estate Accelerator (TheRealEstateAccelerator.com), a top-rated online course designed to help people learn how to scale and grow their private real estate investments.

Hit subscribe to join the community and let us know in the comments: How has personal investment changed your life?

KEY TAKEAWAYS

1. When you go into the world of entrepreneurship, you’re the boss, and that’s why personal development and mindset growth are so important, because when you’re on your own… it’s up to YOU to find that motivation, drive and to get the most out of yourself and your business.

2. Ask yourself if what you’re doing is actually what you really want to do. Follow your internal voice.

3. After how tough last year was, this year is going to be one the most important years in your life for getting into the right mindset.

4. We all have one or two main fears and those are: Am I enough? And if I’m not enough will I be loved?

5. If you can understand why you’re doing the things you’re doing, then you can start to modify and change who you are and what actions you’re actually taking-

6. At the core everyone wants the same thing: They want to be connected to others, they want to have community and they want to be loved by others.

7. If you lead with significance and certainty first, why not try to change this to contribution and growth? This will give you the insight to be able to understand others and while understanding yourself.

8. In society today people are always looking to change others so that they don’t feel a certain way. It’s so disempowering to have to look around and say “don’t say that, it makes me feel uncomfortable. Don’t do that it makes me feel uncomfortable.”. We can take back the power though, by changing the way we feel simply by changing the meaning that’s associated with a situation.

9. “If you can’t, then you must.” - Tony Robins

BOOKS

Investing For Good: The Surprising Strategy for Building Wealth While Also Making an Impact: https://www.amazon.com/Investing-Good-Surprising-Strategy-Building/dp/B085HRMC8B

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Goodegg Investments: https://goodegginvestments.com/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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Did you know that over a 5 year period less than 4% of US businesses survive? To make sure you don’t up end as one of these statistics... there’s 3 vital things that you need to know.

It’s super important that these three elements are not missing from your business because at the core they’re going to directly impact what your bottom line is, how many customers you have and therefore whether or not you’re running a successful business.

And these principles aren’t exclusive to business owners... as an employee you can apply these three important elements to your work and use them to build your career and workplace value.

Hit subscribe to join the community and build your business knowledge and let us know in the comments: What kind of offers have you been attracted to in the past that you just couldn’t say no to?

KEY TAKEAWAYS

1. Who is your ideal customer or client?

2. Once you know the answer to the above question you can start asking questions like: What are their desires? What do they want most? What do they fear most?

3. When you’re constructing a perfect client profile it’s always better to start super specific and then work backwards into a broader profile.

4. What is your irresistible offer? An offer that your client just can’t say no to.

5. This will differentiate you from your competition and make your new client excited to work with you.

6. How can you over deliver in order to build rave reviews and new fans?

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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Last year was tough… so how can we make a plan that’s going to smash 2021 out of the park? Top 1% realtor Joshua Smith is here to help us decide what we want and how we’re going to achieve it. 👉👉 Get The Passive Investing Playbook - https://theinvestormindset.com/passive

Setting yourself up for success is super important no matter what industry you’re in. This week’s guest, Joshua Smith, is a master in this area and has helped thousands of his clients reach incredible sales success at a pinnacle level. Josh is ranked in the top 1% of realtors worldwide and runs the world’s top real estate podcast - GSD Mode. We look at how you can start your year with a solid strategy that’s going to give you a daily plan that moves you forward to achieving what it is you REALLY want. We also take a deep dive into what you should be measuring and looking out for when starting, or simply running, a business and Joshua even shares his amazing “Ultimate scoreboard” theory with us. If you’re just starting out, or even if you have years of experience already, this episode is taylor made to help you know what you want, why you want it and how you can achieve it.

Hit subscribe to join the community and let us know in the comments: What does your plan for 2021 look like?

About Joshua:

-Top 1% of Realtors Worldwide.

-Voted the 30th Top Realtor in America by The Wall Street Journal.

-Over 5000 Homes Sold & Selling More Than 1+ Homes Daily.

-Host of The #1 Most Downloaded Real Estate Agent Podcast "GSD Mode".

-Has Coached/Mentored Thousands of Realtors all over the World.

-Father to 3 Absolutely Awesome Kids.

KEY TAKEAWAYS

1. Creating a successful business is one of the hardest things you can ever do.

2. At the start of the year, look back and reflect deeply on the year just past. What goals did you accomplish? What were your goals leading into this year? Where did you fall short? What needs to change?

3. When you’re planning for the year ahead, or the future, get super clear on what it is that you want and why.

4. Think about what your last ever conversation would look like. We call this the “Ultimate scoreboard”. How do you need that conversation to go for your life to be an overall win?

5. Once you’ve found the answers to the above question… what needs to happen this year to get you one step closer to making that a reality?

6. Spend as much time as you need making sure that the goals you have laid out for yourself are TRULY what you want.

7. Think about the team you need in place, the habits you need to adopt, and what habits you need to break, to make this year a success.

8. If you have an effective yearly plan, then you should know exactly what needs to happen on a yearly, monthly and daily basis.

9. Knowing what you want and why you want it comes from a deep place inside of you that gives you a real reason to achieve your goals.

10. When you’re starting out make sure that you’re tracking everything such as the number of leads, reach outs, conversations, appointments set, appointment conductions, clients and closings that you’re acquiring per source.

11. Have 3 key main KPIs to focus on such as the number the reach outs, conversations and appointments set. If you hit these then everything else will fall into place.

12. The most important investment is… yourself.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

GSD Mode - https://www.gsdmode.com/mainpage

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training:

https://theinvestormindset.com/mfmba

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What’s the one reason that so many successful achievers are failing on a regular basis in life and business? I’m going to walk you through this and how to solve the problem.

It’s so easy for us to get caught up and focus in on the problems that our businesses have... but guess what... this is just holding you back. If we can learn to appreciate what’s great about our lives and business it’s going to lead to change, which will lead to balance, and that is going to drive us forward with a lot more energy, appreciation and happiness. In a nutshell: this means spending 95% of your time on the solution and the other 5% on the problem.

Hit subscribe to join the community and let us know in the comments: How has becoming more introspective or emotionally aligned made an impact in your business and life?

KEY TAKEAWAYS

1. What you focus on grows, what you think about expands, and what you dwell upon determines your destiny.

2. What are you focusing your attention on and what are you attracting into your life?

3. What you’re focusing on is directly impacting and influencing the success that you’re having in your business.

4. Set aside time to focus on the negatives so you can make changes in your business and determine what needs to go and what needs to stay. When doing this though, spend 95% of your time recognizing and appreciating what IS amazing… and use the other 5% to work out how it can be improved.

5. This at the core is going to give you perspective. That will then lead to change, which will lead to balance and that is going to drive you forward with a lot more energy, appreciation and happiness.

6. Spend 95% more time on the solution rather than the problem.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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This week I’m joined by one of the most successful podcasters in the US: Mr John Lee Dumas! We take a deep dive into how to start a successful business, what you should NOT do and how you should go about winning over your audience.

Starting a business or creating a content channel is a tough game and that’s why John Lee Dumas is here this week… to help give us a head start in our business ventures. We go into the mistakes that people make when modelling themselves on other businesses, how to connect with people who are more than average and tricks of winning over a new audience. This is an inspiring episode that is dedicated to those of you who want to start a business or a successful content channel.

John Lee Dumas is an American podcaster, internet personality, and entrepreneur. He is the founder and host of the award-winning podcast, Entrepreneurs on Fire where he interviews the world's most successful entrepreneurs. John Lee Dumas is widely regarded as one of the best viral entrepreneur podcasters in the United States, who started his entrepreneurial career in 2012 and until 2019, has generated over $16 Million in revenue through his podcasts.

Hit subscribe, join the community, and get involved in the conversation.

Let us know in the comments: What are your entrepreneurial business goals for this year?

KEY TAKEAWAYS

1. One of the mistakes people make when running or starting a business is that they look at other businesses doing big launches and think that if they just copy the strategy they’ll win big... but in reality... the actual net profits aren’t as high as they thought.

2. Find someone who is currently where you want to be and use them as a mentor.

3. You’re the average of the 5 people you spend the most time with.

4. You’re not stuck with just meeting from the people in your local area; find a few people that you can mastermind with and meet with them weekly. They’ll help you to stop procrastinating, get things done and grow in the most important areas.

5. John believes that to begin a remote business and lifestyle you need to be financially successful, location independent and adventurous.

6. Having a small and mighty audience is going to win over a large less engaged audience.

7. If you’re thinking about creating content, identify what your audience’s single biggest problem is and create the solution.

8. Try not to be a person of success but a person of value.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Entrepreneurs on Fire - https://www.eofire.com/

Twitter: @johnleedumas

Linkedin: https://www.linkedin.com/in/eofire

Learn more about our fund opportunities - https://www.vonfinch.com/fund

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training:

https://theinvestormindset.com/mfmba

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What do you do when your life isn’t going as expected? You utilize flexibility.

👉👉Learn About Our New Waymaker Fund - https://www.vonfinch.com/waymakerfund

This week we’re talking about the importance of flexibility and how it can help you navigate a tough situation in order to let go of negativity and move forward with positivity and a clear mind. When things don’t go as we planned, we often can’t change the situation, but what we can do is decide how we’re going to react to it and move forward. Instead of asking what’s wrong with ourselves… we can ask what is actually good about the situation and use the answer to influence what our next steps will be. Remember: The quality of your life is proportional to the amount of uncertainty that you can successfully deal with and navigate through.

So hit subscribe to become part of the Investor Mindset community and join the conversation.

Let us know in the comments: What benefits have you received through being more flexible in your life?

KEY TAKEAWAYS

1. The only thing we can be sure about is that change is happening and will continue to happen. This means we need to develop a skill set and have values that will make our lives more enjoyable and increase our productivity.

2. Flexibility means accepting a situation for the way it is, understanding that you can’t change it, but you CAN choose how to react to it.

3. Change your expectations into a feeling of appreciation.

4. When a situation doesn’t hit your high standards... ask yourself what IS good about the situation instead of only looking at the negatives.

5. Use the 60 second rule. When you feel a strong emotion about something that is going to have a negative impact on you… PAUSE… feel it fully for 60 seconds… and let it go. This will help you move forward and find positivity instead of hanging on to unwanted thoughts and feelings.

6. The quality of your life is proportional to the amount of uncertainty that you can experience and move through.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Learn About Our New Waymaker Fund at

https://www.vonfinch.com/waymakerfund

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This week I’m very lucky to be joined by an amazing guest and someone that I personally admire for their exceptional and unique work. It’s none other than Mark Manson - the best selling author of the incredible book “The Subtle Art of Not Giving a Fuck”.

In this episode Mark takes us through how he started as a writer and what inspired him to write his smash hit book. We also go deep into what his book and philosophy really means… because it’s not as simple as the title might suggest. We go through what is worth investing our time and energy into, “The Attention Diet”, how to set boundaries for yourself and much more.

Mark has been published and/or featured in over 50 of the biggest newspapers, magazines, and television/radio shows on the planet, including NBC, CNN, Fox News, the BBC, Time Magazine, Larry King, Dr. Oz, New York Times, New York Post, USA Today, Buzzfeed, Vice, and Vox, among many others.

Men’s Health called him, “unnervingly well-read” and the Sunday Times described my writing as, “the local drunk who spent too much time in the philosophy section of the bookstore.” (he took it as a compliment.)

Mark has had the great fortune to speak to some of the most successful and innovative companies on the planet, including Google, Microsoft, Blackstone, Stack Exchange, Xero and LinkedIn, among others. He’s also been a guest lecturer at a number of universities.

But before Mark was an author, he was a blogger. He started a blog in 2009 and within a few years it was being read by more than a million people each month. Today, this site is read by more than 15 million people each year and in 2015, he was one of the first brands to launch a paid subscription model that has since been adopted by most of the online publishing industry. Mark has never hosted ads and never will.

Hit subscribe, join the community, and dive into this amazing episode with one of the most sought after and inspirational authors on the planet right now.

Have you read Mark’s book and put it into practice? Tell us in the comments below.

KEY TAKEAWAYS

1. The quality of your life is determined by the quality of the things that you choose to care about.

2. With all the information available to us via the internet and social media, it makes it confusing to know what is worth investing our time and energy into.

3. “The Attention Diet”: Like being conscious of what food we put into our bodies, we need to be conscious of what information we put into our minds. If we indulge in too much crap then it can make us physically AND mentally obease.

4. Life is short and we only have enough time to become excellent at one or two things. It’s important to get clear on what these are, focus on your strengths and not on the nonsense online, or in life, that isn’t going to get you anywhere.

5. The people who are most free right now are the people who know how to set boundaries for themselves and limit technology and information.

6. “Who you are is defined by what you’re willing to struggle for.”

BOOKS

The Subtle Art of Not Giving a F*ck: A Counterintuitive Approach to Living a Good Life - https://amzn.to/2Xv3D5b

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Mark Manson - www.markmanson.net

Learn more about our fund opportunities - https://www.vonfinch.com/fund

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training:

https://theinvestormindset.com/mfmba

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Reports of loneliness in the US are at an all time high, with over 53% of apartment residents stating that they don’t have friends within their complex. Let’s talk about how we can help.

👉👉Learn About Our Fund Opportunities With Apartment Life - https://www.vonfinch.com/fund

In January 2020 MPR released a study that showed over two thirds of Americans are lonely… but what’s even worse, is that during the pandemic this number has risen to 76% according to TIME Magazine. With reports of loneliness in the US at a staggering all time high, we have to ask the question: How can apartment owners make a bigger impact within their community that also makes them a profit?

This is where Apartment Life comes in. Apartment Life helps apartment owners care for residents by connecting them in relationships. This, in turn, helps improve the community's financial performance through online reputation, resident satisfaction, and resident retention. So join me on this episode as I take a deep dive into how we can make money and make lives better all at the same time.

Hit subscribe to join the Investor Mindset community and let us know in the comments below: How has the community impacted your decision to stay in the building, area or neighbourhood that you’ve been living in?

KEY TAKEAWAYS

1. Reports of loneliness in the US are at an all time high, with over 53% of apartment residents stating that they don’t have friends within their complex.

2. According to TIME Magazine during the pandemic the number of people who feel lonely has risen to 76%.

3. Apartment Life helps apartment owners care for residents by connecting them in relationships. This, in turn, helps improve the community's financial performance through online reputation, resident satisfaction, and resident retention.

4. 53% of average tenants say that they don’t have any friends in their building. However, after Apartment Life comes in, there’s an average increase of 43% in the number of connections that are happening within a building and community.

5. In this world we’ve got one main thing: people. The quality of your life comes down to the quality of your relationships with other people.

6. Head over to https://www.vonfinch.com/fund to learn more about the fund opportunities that we have and how you can get involved with Apartment Life and make a difference to people in their communities.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about our fund opportunities - https://www.vonfinch.com/fund

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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How do you create amazing relationships with investors and gain their trust? Join Vinney Chopra and I to find out! 👉👉Learn About Our New Waymaker Fund - https://www.vonfinch.com/waymaker

No matter where you come from you can always find success in real estate and this week's guest Vinney "smiles" Chopra is a perfect example of that. Coming from India to the US he created a very successful business based on multifamily, senior living and other commercial real estate assets. Vinney tells us his secrets on how to educate investors, get them onboard and how to win new ones. This is an episode that’s going to give your investor relations a massive boost. We also go into the “Silver Tsunami” and why, statistically, assisted senior living is such a great investment model.

Vinney (Smile) Chopra is a real estate investor, syndicator, best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2, residing in Danville, California for 40+ years now. Vinney has built a portfolio of over 4500 units amounting to over $440 million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much.

Hit subscribe to join the community and grow your investing knowledge today.

KEY TAKEAWAYS

1. You don't necessarily need to ask investors for money - if you educate them they will get to know you and trust you.

2. There are 4 types of gold: investors, residents (tenants), team members and venders.

3. Make each and every moment count when you're working so you can work smart.

4. Give potential investors time to speak to learn their pain points. This will help you educate them on how they can benefit from investing in real estate.

5. Provide a high level of transparency to investors and encourage them to ask for information.

6. Winning new investors is all about marketing and branding. Make sure you have an excellent brand across all channels.

7. As a passive investor make sure you're looking for track records and conservative projections from the people you're looking to work with.

8. Multifamily and senior living is a safe investment because the economy has no effect on assisted senior living.

9. What is the Silver Tsunami? As the baby boomers reach their senior years and as longevity increases, there will be a groundswell of seniors. “The Silver Tsunami” is a metaphor used to describe the expected increase in the senior population. Today 15% of Americans are 65 or older.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

https://www.amazon.com/Apartment-Syndication-Made-Easy-Guide/dp/1099614619

LINKS

https://vinneychopra.com/

www.Moneilinvest.com

www.SeniorLivingInvesting.co

https://www.linkedin.com/in/vinney-smile-chopra-mba-7b7b9619/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Learn About Our New Waymaker Fund -

https://www.vonfinch.com/waymaker

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This week I’m going to let you in on a little secret… how YOU can invest the same way the super rich do. 👉👉Learn About Our New Waymaker Fund - https://www.vonfinch.com/waymaker

How do the highest income earners and ultra rich invest their wealth into real estate? In this episode I go into this specific strategy and demonstrate how it provides bigger returns, reduces risk and produces much higher consistency of income and outcome in their investing business.

I dive into this, and much more, to show you how YOU can apply this exact same strategy to your business and start seeing those amazing outcomes in your portfolio as well.

Hit subscribe to join the Investor Mindset community and grow your investing knowledge today.

Let’s get connected!

KEY TAKEAWAYS

1. It’s all about getting connected. Get connected to the top tier operators and people with a track record.

2. Wealthy investors are looking for top tier operators because they’re looking to reduce risk.

3. There’s nothing worse than working with an operator that is learning on your dime.

4. Another great point about working with top tier operators is that they’re usually very conservitive with their underwriting and trying to overdeliver for their investors.

5. One of the most important advantages of investing in a fund is that diversification is key. You’re going to be able to invest in multiple properties across multiple markets which is going to lead to a more consistent and predictable outcome.

6. Another important factor of investing in funds is that you’re able to leverage the power of the group. Which means buying a larger property and reducing risk.

7. One of the best reasons out of all of the above is that you’re able to leverage the operators credit.

8. Getting connected with these top tier operators can be very tricky if you’re not in the right circles. However, there are firms like us, Von Finch, who have built these connections already and can provide our clients with access.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Learn About Our New Waymaker Fund at https://www.vonfinch.com/waymaker

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There's an art and science to capital raising for commercial real estate and this week's guest Hunter Thompson is an absolute expert at this. Jump in for some amazing advice. 👉👉Learn About Investing Together at https://theinvestormindset.com/invest

Hunter Thompson has raised over $30M for over $90M in real estate and he's here to give us his secrets on building relationships at scale. We go into his “attract, educate, nurture, close” process and why this is much more effective than just focusing on traditional sales techniques. The aim here is for investors to come to YOU… not you continuously chasing them. This episode is going to give you a ton of information on how to grow your capital raising game the smart way.

Hunter is a full-time real estate investor and founder of Asym Capital, a private equity firm based out of Los Angeles, CA. Since founding Asym Capital, he has raised more than $35 million and directed the purchase of more than $90 million of commercial real estate across a variety of asset classes. He is the author of Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals. Hunter is also the host of the Cash Flow Connections Real Estate Podcast which is frequently listed in the top 200 Investing podcasts on iTunes.

Hit subscribe to join the community and grow your investing knowledge today.

Let us know in the comments: How do you go about raising capital?

KEY TAKEAWAYS

1. Over the last 10 years we've seen a tidal wave of interest in passive investing.

2. Being able to raise capital is the most lucrative and sought after skill in the entire sector.

3. It's not scalable, replicable or lucrative to go around trying to convince people to invest with you.

4. You have to create a lead nurture mechanism that allows you to use the same resources over and over again so that your time isn't required on a one on one basis. This is called the: attract, educate, nurture, close process. This can be done via podcasts, email blasts, YouTube channels, books etc

5. Consistency is far more powerful than the channel itself. So pick a medium that you feel comfortable with and something that you're going to be able to do consistently.

6. It's critical that you move the people from your medium to your sales list.

7. Each investor has a specific way of being moved into taking action which can sometimes be broken down into senses. So we want to have our communication available to people in thier favorite medium.

8. The concept of time is so critical because when a deal is available you need to raise the money in a short amount of time. It doesn't matter how much money you can raise, if you can't do it in time you'll lose out to a competitor.

9. Some people believe that by reading sales books they're going to win through rebuttals but what they should be doing is focusing on the attract, educate, nurture, close process.

10. Pick a single thing that you're good at and be "that" guy.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

https://www.amazon.com/Raising-Capital-Real-Estate-Credibility/dp/1712882120

LINKS

https://www.linkedin.com/in/hunterthompsoncfc/

https://cashflowconnections.com/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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How much risk are you willing to take in your investment portfolio? This is one of the most important questions that an investor can ask themselves, but it’s often somewhat overlooked.

Join me on this episode as I take you through a personal experience that helped me to learn and understand what my true risk profile is. I believe this story is going to make things click and set off some light bulb moments for you… and once you have this kind of clarity, it’s going to make it much easier to know which type of investments are going to best serve you.

We don’t want to get involved with investments that are out of alignment and make us worried or add to our stress levels. So jump in and let’s make sure you know what your risk profile is today.

Hit subscribe to join the community and let us know: How did you learn your risk profile?

KEY TAKEAWAYS

1. Time is key when you’re turning over product.

2. Ask yourself: How much risk are you comfortable with right now?

3. Think back to when you were dealing with uncertainty in the market and think how it made you feel. Were you someone who was looking to exit ASAP, or did you wait and pause to see what was really going on before making a decision, or maybe nothing phased you at all and you stood your ground. This is going to give you a great idea of what your risk profile is.

4. When we’re able to think about things on a longer term basis, we’re able to have a much more secure investment and higher overall returns in the long run.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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The most important part of starting a business is getting the finances right but many young entrepreneurs are screwing this up. So let’s dive in and find out why. 👉👉Learn About Investing Together at https://theinvestormindset.com/invest

This week Greg Crabtree and I dive into why so many business owners get finances wrong and how you can avoid making the same mistakes and turn your business into a wealth building engine. We talk about taking your data and breaking it into a simple and usable model. Think of it as a vehicle - there's an engine and a chassis. The engine of the business has 3 core components: revenue, direct cost and labour and the chassis of the business is all the operating expenses. If you're not making an ROI of 50% or more from your business, then somewhere there's a problem that you need to solve.

Greg Crabtree is a speaker, author, entrepreneur and financial expert. Crabtree has used his entrepreneurial skills to develop Crabtree, Rowe & Berger, PC, a CPA firm focused solely on the needs of entrepreneurs, helping them build the economic engine of their businesses. Working with entrepreneurs all over the country in a broad range of industries, Crabtree has simplified financial reporting and empowered all entrepreneurs to take ownership of their finances. He has pioneered a revolutionary metric for driving business profitability: measuring labor efficiency and developing simple benchmarks for company, team and individual performance.

In 2011, Crabtree published his first book “Simple Numbers, Straight Talk, Big Profits,” in which he shares his core principles of how to turn your business into a wealth building engine.

Crabtree’s community service includes serving as Boys and Girls Clubs of America National Area Council Member, Entrepreneurs’ Organization Global Board (2006 to 2009), ALS Association of Alabama, Boys and Girls Clubs of North Alabama, Atlanta chapter of The Entrepreneurs’ Organization (EO) past board member. Crabtree is a frequent speaker at EO Chapter events, EO’s Accelerator Money Day program and the U.S. State Department’s New Beginnings program for international entrepreneurs.

Hit subscribe to join the community and let us know in the comments: How did you improve your business financials?

KEY TAKEAWAYS

1. Take your data and break it into a simple and usable model. Think of it as a vehicle - there's an engine and a chassis.

2. The engine of the business has 3 core components: Revenue, direct cost and labour. Then the chassis of the business is all the operating expenses.

3. If you're not making an ROI of 50% or more from your business, then somewhere there's a problem that you need to solve.

4. There's two ways to attack return - improving net profit or reducing the input of capital.

5. Working capital is a flawed concept.

6. The easiest way to scale is to have the least amount of capital drag/input into your business.

7. Get so clear about your numbers that you're able to directly see and understand how much you can pay staff.

8. If you're not at your best right now, it's because you've let staff be unproductive or you're spending money too far in advance.

9. 90% of businesses grow by speculative expenses spent before they produce anything. For example: the cost of hiring someone does not pay off until at least a couple of weeks after they are hired.

10. The number one distortive thing that new business owners do to their business is not paying themselves the market wage.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

https://www.amazon.com/Simple-Numbers-Straight-Talk-Profits/dp/1608320561

LINKS

https://simplenumbers.me/

https://www.linkedin.com/in/greg-crabtree-baa338/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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What’s the single thing that kept 30,000 virtual attendees locked to their screen while listening to Tony Robbins during his webinar? Well, it’s exactly the same thing that’s made a difference for so many other people, including myself. We’re talking about taking control and getting yourself into the right state.

Have you ever had an important meeting where everything just flowed and you were the best version of yourself? Well there’s a way that you can learn how to train yourself how to be in that amazing mode on demand whenever you want.

So join me on this episode and learn how you can be in beast mode whenever you want.

Hit subscribe to join the community and tell us in the comments below: What is your experience when you attach movement with motivation and therefore momentum?

KEY TAKEAWAYS

1. One of the first things we want to do is get moving. Exercise daily and get your body energized.

2. Get up and move around every 90 minutes.

3. Combine music with movement.

4. Sit up straight.

5. Use facial expressions that represent how you want to feel and how you want to come across. Changing facial expressions will actually lead to your feelings changing too.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training:

https://theinvestormindset.com/mfmba

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LinkedIn is a phenomenal way of finding high net worth investors, so you better know how to use it correctly. Join Yakov Smart and I as we discuss how to use LinkedIn like a real pro. 👉👉 Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

My guest this week is Yakov Smart who’s an expert when it comes to attracting high net worth investors and raising capital using LinkedIn. He coaches business owners across a variety of different industries to build quality relationships and leads on LinkedIn. We dive deep into some key strategies and the philosophy behind networking at scale using Linkedin and leave you with some actionable tips that you can start using today. It’s not just about creating a profile, adding a photo and writing a bio… there’s WAY more to this powerful platform than you think!

Yakov Smart is considered to be the leading expert when it comes to attracting high net-worth investors and raising capital using LinkedIn. He’s the Author of Disrupting LinkedIn and a sought-after authority by top business owners and sales leaders world-wide.

Today Yakov is the proud leader of Linked Lead Enterprises, where his webinars, on-demand training programs and strategic consulting accelerators give people proven tools and techniques for transforming their LinkedIn Profiles into priceless, Capital Raising Assets.

So hit subscribe, join the community, and let us know in the comments below: How has LinkedIn helped you find investors?

KEY TAKEAWAYS

1. Linkedin is a key tool for building relationships with people who can potentially invest in your projects.

2. It's like being in a conference of thousands of people but you get to target people who can specifically fit your business needs.

3. Create lists of people specific to your business and your circle.

4. Use Linkedin sales navigator to target and contact investors by zip code, companies and more.

5. You want your search to target 3 keys areas:

Net worth potential

Income

Mindset and interests

1. Look for streams of commonality when searching for potential new connections.

2. Look to take the BANK assessment to learn different buying behaviours and how you can match those when pitching.

3. Use automation wisely and don't be aggressive with it. Make sure it feels organic. Contact people providing some value to them.

4. Set your profile up in a way that answers some potential questions and demonstrates empathy. Make sure your profile targets the visitor and not your ego.

5. Don't talk about multiple business ventures on one profile. Keep it specific.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

https://www.linkedin.com/in/yakovsavitskiy/

https://www.facebook.com/yakovlinkedleadsexpert/

https://www.amazon.ca/Disrupting-LinkedIn-Definitive-Generating-Attracting/dp/1973994615

http://linkedleads.us/raisingcapitalsp/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training:

https://theinvestormindset.com/mfmba

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Today we're talking about getting reconnected and why it's going to make a massive difference in your life in so many ways.

This has been a year of disconnection… and because of that, now more than ever, it’s time to make that change and get reconnected. It's important that we double down and lean into the fact that social interaction has not been happening in order for us to reconnect with people and build new relationships. We’re lucky at the moment, actually, because it’s more simple now than ever to connect with people... even though it's not the way we might be accustomed to.

By starting to have those conversations again with people we know, like, and trust, it’s going to increase our happiness, sense of community and lead us to having a mutually benefiting relationship. We also need to remember that people really do want to hear from us and that they want to know that we're interested in what's been going on in their world too.

So join me this week and let’s take action in getting that connection back today.

Hit subscribe to join the community and let us all know in the comments below how you’ve reconnected with people over these past few months.

KEY TAKEAWAYS

1. It's important that we double down and lean into the fact that social interaction has not been happening in order for us to reconnect with people and build new relationships.

2. Right now it's more simple than ever to connect with people. Even though it's not the way you're accustomed to.

3. Starting to have conversations again with people you know, like and trust is going to increase your happiness and sense of community.

4. Remember that people really do want to hear from you and they want to know that you're interested in what's been going on in their world too.

5. By being genuinely interested in how people are doing, it's going to give you the ability to help them and be of value to them. This not only feels great... but it could lead to them helping you too.

6. Take action by reaching out to at least 5 people that you haven't spoken to in the last 6 months and at least 5 people that you haven't spoken to in over a year.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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This week real estate entrepreneur Devin Elder and I dive deep into what's changed for underwriting since last year including cheaper interest rates, the "COVID escrow" and much more. 👉👉 Get The Passive Investing Playbook - https://theinvestormindset.com/passive

Successful real estate entrepreneur Devin Elder drops by to give us some advice on what can save you time, money and stress when first getting into the investing game. He tells us: think about what you're best at; for you it might be easier to buy a stabilized property rather than one going straight to heavy renovation. If you're not experienced in property management, then the return might not be worth the work and stress. We dive into this and much more including what to look for when underwriting and what impact the past 12 months has had on the market.

Devin Elder is a real estate entrepreneur and sole owner of DJE Texas Management Group LLC, which manages all aspects of acquisition, repositioning, and sale of single-family and multifamily properties in Central Texas. DJE Texas Management Group has successfully completed over 200 Real Estate renovation projects since 2012, with renovation budgets ranging from $10k to $1.2MM+. DJE currently has an ownership interest in over 1,400 units of multifamily in Central Texas valued at over $130MM. Devin has extensive experience acquiring distressed properties, managing renovations, raising private capital, and managing single family & multifamily investment properties.

So join us on this packed episode, hit subscribe, and build your real estate investing knowledge today.

KEY TAKEAWAYS

1. Interest rates have moved drastically lower from 12 months ago.

2. Be conservative with your underwriting. This is great for creating modest expectations on your returns and anything higher is a bonus.

3. Lenders right now want to see a COVID escrow. They want to see 9-12 months of payments upfront.

4. Create an underwriting document that can be adjusted by your team as you go along.

5. One of the quickest ways to lose money in real estate is to not have enough capital to pay extra unforseen costs.

6. As a passive investor ask 3 things about reserves.

The escrow budget per door per year that can go to the lender

How is the sponsor handling the escrow reserve for COVID

General property operating reserves

1. As a passive investor make sure that the sponsor is liquid. If there's a short term liquidity requirement on a project, can they take care of it themselves?

2. Ask the sponsor if they've ever done a capital call and make sure the answer is no.

3. Make sure you know what you're entitled to ask as an investor. If you're only investing smaller amounts then you may not be entitled to scrutinize the sponsors financials.

4. When interest rates do down, it makes it more affordable to purchase a property with that leverage in place and in turn makes the property more valuable.

5. As an operator it makes sense to do property management in house if we're going through a rapid change in the market.

6. If you want to get into the multifamily space as an operator then think about working under or with people who have plenty of experience in the field. If you do this first, you're going to educate yourself and set yourself up for success.

7. Think about what you're best at. For you it might be easier to buy a stabilized property rather than one you're going to have to gut out. If you're not experienced in property management then the return might not be not worth the work and stress.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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Do you feel like quitting when you're close to the finish line... well you're not alone. Let's change that today.

Lots of us feel like this from time to time but what's important is that we have a crystal clear understanding of where we're going, why it's important, the actions we'll take and how we will measure our results.

Find a quantitative goal that you can measure. This is going to help you prove that you're achieving what you set out to do and that you're heading in the right direction. If you have a quantitative approach to setting goals it will allow you to statistically analyze which areas need improvement and plan how you're to improve them. You should also seek advice from the people around you. Make sure to build a strong network and use it to grow... this can be via free groups online or paying for coaching. Don't struggle alone.

And remember - all it takes is a tiny shift in perspective to appreciate how far we've come.

Hit subscribe to join the community and build your investing knowledge today. Tell us in the comments below: How have you overcome the feeling of wanting to quit?

KEY TAKEAWAYS

1. We need to be clear on where we're going, why we're going there and how we're going to get there.

2. Ask yourself what you want and get deeper into WHY you want it.

3. Find a quantitative goal that you can measure. This is going to help you know you're achieving what you set out to and that your heading in the right direction.

4. If you have a quantitative approach to setting goals, then it will allow you to statistically analyze which areas need improvement and set realistic goals in order to improve them.

5. Seek advice from the people around you. Make sure you build a strong network and find ways to grow... this can be via free groups online or paying for coaching. Don't struggle alone.

6. When we feel like we're not achieving, we need to remember that it's all about the journey, and recognizing those micro achievements that we're making on a weekly basis. Progress is truly the key to achieving our goals and feeling successful.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

https://djetexas.com/devin-elder/

https://www.linkedin.com/in/devinelder/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training:

https://theinvestormindset.com/mfmba

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So you want to start in real estate but don't know where to begin? I'm joined by Reed Goossens, a real estate entrepreneur from Australia, and we dive into how you can get started in building a prolific business from scratch. 👉👉 Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

One of the biggest benefits of investing is commercial multifamily is economies of scale. However, this can be very tough if you don't have the right people, processes and systems in place though. We talk about this and how Reed came from Australia as an expat and grew a successful real estate business from scratch here in the US. For anyone wanting to start a real estate business this episode is a must for you.

In 2012, Reed quit his job in Australia and moved halfway across the globe to the US to change his life, and to chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, Wildhorn Capital. Reed now syndicates large multi-million dollar deals across the US. He has also achieved financial freedom, and has taken control of life.

Reed is also the host of the successful podcast, Investing in the U.S., wherein he invites other distinguished real estate investors and entrepreneurs to speak with him about their success and help guide other investors who want to successfully invest in the U.S.! Reed is also a best-selling author with two books now on Amazon: Investing in the US – The Ultimate Guide to US Real Estate, & 10,000 Miles to the American Dream.

Hit subscribe to join the community and build your investing knowledge today!

KEY TAKEAWAYS

1. If you focus on why you could fail... it's easy to then create excuses and reasons why NOT to take action.

2. Figure out what your step by step plan is from the beginning.

3. Find a mentor and work on yourself and your own brand because investors are going to invest in YOU as a person.

4. Be patient and realize that success is a process and journey that takes time. Being impatient can easily lead to failure.

5. Find a partner to work with who has experience already and offer them one of your skills or unique abilities that they don't necessarily have so you can be the strength in the area of their weakness.

6. Realise that you may need to let go of some control when your business scales up.

7. As a leader make sure that you have the right team in place and that they manage the business like it's their own.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

https://www.reedgoossens.com/

https://www.linkedin.com/in/reed-goossens/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training:

https://theinvestormindset.com/mfmba

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What do we need out of life for constant growth? Consistency.

This week I'm looking at how you can exponentially double your dollars as quickly as possible by using consistency. This doesn't just apply to money though; this technique can be used across all aspects of your life including family, relationships and more. When we're creating a new behaviour in life we want to find the ability to schedule and segment aspects of that down into bite size pieces that we consistently do over and over again in order to reach our goals. The same is true for a skill set or anything in life. Improvement comes with finding a winning action/formula and repeating it.

It's easy to feel like we're getting anywhere fast after we begin but as we keep doubling up amazing things happen. Massive growth is really not that far down the line when you keep doubling and doubling and doubling.

KEY TAKEAWAYS

1. What we want out of life is consistency.

2. When we're creating a new behaviour or business in life we want to find the ability to schedule and segment aspects of that down into bite size pieces that we consistently do over and over again in order to reach our goals.

3. We need to understand what we want on a detailed level and have a plan of how we're going to achieve it.

4. We can only have influence and control over our reaction to whatever is happening in the world. We can't actually control what happens.

5. We can take one dollar and focus on whatever it takes to double that dollar... and then keep repeating that action in order to keep doubling ( 2 to 4 - 4 to 8 etc)... and maximizing. The same is true for a skill set or anything in life. Improvement comes with finding a winning action/formula and repeating it.

6. It may not seem like we're growing much at the start but as we keep doubling amazing things happen. Massive growth is really not that far down the line when you keep doubling and doubling and doubling.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training:

https://theinvestormindset.com/mfmba

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This week I have Yonah Weiss on the show, a cost segregation specialist, and we dive deep into this amazing way of minimizing or even eliminating your income tax. Don’t miss it!

👉👉 Get The Passive Investing Playbook - https://theinvestormindset.com/passive

So what is cost segregation? Well, it's an advanced form of depreciation and depreciation is a tax deduction that any property owner gets when they buy a property. This means that you can take the cost of the property (aside from your personal residence) and take it as an income tax writeoff. As this typically happens over a long period of time, we can reallocate that cost to different components that depreciate at faster rates. This means taking larger tax reductions in earlier years of ownership. So this is something fundamental that you really want to be doing as an investor to save a lot on your tax returns.

Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the new podcast Weiss Advice.

Hit subscribe to join the community and build your investing knowledge today!

KEY TAKEAWAYS

1. What is cost segregation: It's an advanced form of depreciation. Depreciation is a tax deduction that any property owner gets when they buy a property. This means that you can take the cost of the property (aside from your personal residence) and take it as an income tax writeoff. As this typically happens over a long period of time, we can reallocate that cost to different components that depreciate at faster rates. This means taking larger tax reductions in earlier years of ownership.

2. Real estate is an amazing way of minimizing or even eliminating income tax.

3. On average from 25% - 50% of the purchase price can be reallocated in cost segregation depending on what type of asset class it is.

4. Depreciation starts when you buy a property and it's based on purchase price.

5. On a major renovation project, only the renovation cost can depreciate at a faster rate and not the purchase price. The depreciation also only starts when the property is rent ready.

6. It typically takes a few weeks to turn around the cost segregation study.

7. An engineer is needed to carry out the study and it's for this reason that someone like an account can't do the job for you.

8. For people that aren't real estate professionals, you can still benefit from depreciation but only on the passive income you earn and not on your regular income. The main beneficiaries of this technique are going to be real estate professionals as they can use depreciation across all their income.

9. As a passive investor with multiple investments, the depreciation from a property can spill over and be used to offset income from other investments as well.

10. If the property is refinanced then the money you receive as an investor will be tax free.

11. Bonus depreciation means that once you've allocated assets to faster depreciation schedules, you can take 100% of the depreciation tax deduction in the first year instead of spreading it out.

12. A depreciation recapture tax means that you're taxed on the amount of depreciation that was taken over the investment period. It doesn't mean that you have to pay back everything you've saved in the process.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

https://www.yonahweiss.com/

https://www.linkedin.com/in/cost-segregation-yonah-weiss/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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As we come to the end of a crazy year I just want to say to ALL of you... THANK YOU!

👉👉 Get The Passive Investing Playbook - https://theinvestormindset.com/passive

Thank you for supporting the show and helping us grow so much this year. We're very proud that we can provide a community and a place to talk during a time when most of us can't do that in person. I would also like to give thanks to all the investors who have put their trust in me over the years and especially during this challenging year. We've navigated past the fear and will continue to make great returns together!

This year has been real tough but in some ways it's been great... because it's truly given us the opportunity to slow down. During this period it's allowed us to really stop, focus on what matters most and understand what is truly most important to us.

Hit subscribe to join the community and let us know in the comments: what positives has this year given you?

KEY TAKEAWAYS

1. Thank you for supporting the show and helping us to grow so much this year.

2. Thank you to the investors who have had faith in me during this challenging year and in the past. We move!

3. Take an extra moment to thank those around you who have made an impact on your life.

4. The only way to move forward through grief and loss is through gratitude.

5. This year has been tough but it's also given us time to stop, realize what we appreciate most, and look toward the future.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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This week we've got an episode PACKED with amazing information and advice from legendary real estate attorney Gene Trowbridge on what to look for when investing in a security deal.

👉👉 Get The Passive Investing Playbook - https://theinvestormindset.com/passive

This week our guest is Gene Trowbridge who has over 25 years of experience in creating and sponsoring real estate investment groups. We're diving deep into what goes into the PPM, the operating agreement, and more importantly, what key aspects and elements you need to understand to set realistic expectations for your investment and returns.

Prior to becoming an attorney, he was a real estate syndicator. He developed numerous mini-storage facilities using money from private investors. In addition to his law practice, Gene is a pre-eminent educator in the world of real estate and syndication. Gene has served as a senior CCIM instructor for a number of years and he has written a comprehensive book on real estate syndication entitled It’s a Whole New Business, which has sold over 10,000 copies. Gene has conducted a number of highly regarded intensive workshops for real estate Syndicators, teaching them how to legally raise money from private investors.

Hit subscribe to join the community and build your investing knowledge today!

KEY TAKEAWAYS

1. Accredited investors don't have protection from the government and a sophisticated investor does.

2. Key questions to ask the sponsor as an investor:

3. What happens to my money if something happens to you?

4. Have you done this before?
5. Are you putting money into the deal?

6. How do I get my money back if something happens to me?

7. There should be two managers: an LLC or S corporation and another living person. You need a second person as a manager for continuity should something go wrong.

8. The PPM should have at least the description of the business, the offering terms, and conflicts of the manager, sources and uses, distributions and fees, authority rights, liquidity, and dispute resolution. The PPM is the story and explains, in the detail, the full aspects of the deal.

9. The members should always have the right to replace the manager.

10. Before going into a deal it's VITAL that you read through the operating agreement fully.

11. Find a PPM and study it before you invest so you can understand how it all works.

12. You can ask questions about the deal to the attorney that drafted the terms but the person who's representing your interests has to be your attorney.

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When we as investors and business professionals, or just as normal people, want to achieve more but we can't due to difficult or extraordinary circumstances... What can we do? We go with the flow. 👉👉 Get The Passive Investing Playbook - https://theinvestormindset.com/passive

We have to accept the way things are and look at them through an honest lens. This means looking at times HOW they are... not worse than they are or better than they are. This way we can make an honest plan to move forward through these times and grow in all areas of our lives.

Difficult times can cause us to have fear, but we have to move through that fear and find a way to adapt and keep progressing. So join me this week and let's move forward together.

Hit subscribe to join the community and let us know in the comments how you've managed to keep pushing forward this year.

KEY TAKEAWAYS

1. Go with the flow.

2. Don't let fear hold you back from moving forward.

3. Look at the current situation with an honest lens and make a plan based on that.

4. Find the answers to these 3 questions to move forward:

5. How am I going to make progress each day?

6. What are the steps that will lead me to feel like I'm progressing?

7. How can I track my progression so I can look back and see what I've achieved?

8. Remember that life is about progression. As long as we feel like we're moving forward, that will give us the motivation and drive to keep going.

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This week Neal Bawa shares his proven secrets on how to intentionally raise capital, capture the attention of investors and make the most out of meetups. 👉👉 Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Have you ever tried to raise capital by going to an event but got kinda stuck when you were there and didn't quite know what to say or how to pull people into your deal...? If this sounds like something you've experienced then this week's special guest Neal Bawa and I are here to help you to improve the situation and find some new confidence.

Neal Bawa is Founder and CEO at Grocapitus Investments, a commercial real estate investment company. Neal sources, negotiates and acquires commercial properties across the U.S. He is a sought after speaker for Multifamily webinars, podcasts, events, IRA events & MeetUps across the country. Neal has a special knack for teaching and gets rave reviews from his presentations and training sessions.

Hit subscribe to join the community and let us know in the comments: how do you capture the attention of new investors?

Free Webinar: Learn to Virtual Networking to Raise Capital with Neal Bawa

**Join the webinar with Neal Bawa by registering here: http://www.theinvestormindset.com/nealwebinar

KEY TAKEAWAYS

1. Be intentional about every single action you take.

2. Don't forget that your main goal is to RAISE CAPITAL. Don't let other prerequisites get in the way (podcasts, books, events) and stop you from achieving your main goal.

3. 99% of business is about emotion and comfort. Investors are more likely to invest with someone they like and trust.

4. Make sure you have a CTA on your business cards. We want cards that state what we need out of the person we're handing them too.

5. Create a business card that is different and catches attention... and don't forget that you can use virtual business cards.

6. Pick meetups that have two main criteria:

7. A large number of people attending.

8. Meetups that allow "haves and wants"... so YOU can speak exclusively for one minute.

9. Tell the organizer of the event why their event is important for the community. This is better than simply thanking them and it will help them remember you.

10. Produce truthful content about yourself that will let investors know who you are as a person... don't just write technical content that they already know about.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

https://grocapitus.com/

https://multifamilyu.com/

https://www.linkedin.com/in/neal-bawa/

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Free Webinar: Learn to Virtual Networking to Raise Capital with Neal Bawa

**Join the webinar with Neal Bawa by registering here: http://www.theinvestormindset.com/nealwebinar

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If you're deep into an argument and someone is looking at you through the worst lens possible... how do you get through it and find an amicable resolution? 👉👉 Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Mastering the art of listening is undoubtedly a difficult technique to get right, but if you can listen before getting defensive and responding, then I can guarantee your chances of finding a solution that both parties are happy with will grow ten-fold.

So join me this week as I take you through a recent true story where this exact scenario happened to me... and how I got through it with 5 simple steps.

Hit the subscribe button to join the community and tell us in the comments below: Have you ever experienced a situation like this and if so... how did you defuse the situation?

KEY TAKEAWAYS

1. Pause, listen, acknowledge, understand and then talk about a solution.

2. Truly listen to the person's concerns.

3. Try to understand how they feel and reassure them that you're going to work together to solve any issues.

4. Listen... and THEN offer a solution.

5. The 5 Steps of Effective Listening: 1. Pause 2. Listen 3. Acknowledge 4. Understand 5. Talk about a solution.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

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Litigation is a tricky and complex subject but it’s vital that you know the rules and laws surrounding your deals. This week super attorney Dugan Kelley drops by to tell us how. 👉👉 Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

When you're a real estate syndicator and investor there's lots of potential potholes and problems you could face and that's why I’ve invited this week's guest on the show - Dugan Kelley. Dugan is a super experienced syndication attorney, transaction lawyer and has millions of dollars experience on the litigation side. He drops by this week to give us some amazing advice on how we can identify these risks and either avoid or overcome them.

Dugan Kelley received his Juris Doctor from Regent University in Virginia Beach, Virginia. He has extensive experience representing clients in trade secret, catastrophic injury, class action, product liability, intellectual property, defamation, and other complex litigation matters. Dugan's practice also includes representing companies and family businesses in providing advice and counsel in the capacity as outside general counsel.

Hit subscribe to join the community and let us know: how did you find the perfect attorney?

KEY TAKEAWAYS

1. Plan, prepare and have a positive outlook on your deal.

2. One of the biggest pitfalls is not knowing or believing that it takes a team to be successful.

3. It is important to have an attorney that you have a great relationship with because most of the time it will be a long term one. Lineup your team before you start the deal.

4. Ask what type of person you are and what kind of communication you want from your attorney.

5. Trust your gut and go with an attorney that you feel is the right fit. Remember, you're there to CLOSE and help your passive investors.

6. Never do a deal with a handshake, it ALWAYS has to be in writing.

7. The rules and laws are not different for your family and friends. Make sure you treat them as a client.

8. If you don't have the private placement memorandum then you're at risk of being sued by either the government or clients.

9. Do the right thing all the time and avoid burning bridges... because the investing circle is small and it could come back to haunt you in future deals.

10. As a sponsor or operator it's very wise, and worth the money, to get insurance. This is something that lots of people don't do but it will help and protect you massively should anyone want to come after you in or after a deal.

11. Even though we're in uncertain times... it's certain that real estate is still the best way to invest. It's a good time right now to hold property and wait for the improvements to come.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Learn more about investing with Steven at https://theinvestormindset.com/invest

Linkedin: https://www.linkedin.com/in/dugan-kelley-0019b435/

Web: www.kelleyclarkelaw.com

Instagram: https://www.instagram.com/dugakel/?hl=en

FB: https://www.facebook.com/dugan.kelley

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What do the bosses of Shark Tank look for when people are pitching their ideas? This week we're analyzing the 3 most important characteristics that winning pitches have. 👉👉 Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

There IS a secret formula to creating a winning sales pitch and it consists of 3 main qualities. Do you know what they are? The most important aspect here though, is that YOU can implement these techniques into your pitches and use them to boost your sales figures. I've done the analysis on the most successful Shark Tank pitches so you don't have to! Jump in and join me on this week’s info packed episode and get your sales pitches right up there alongside the winners.

Hit subscribe and let us know the comments: What's the most important aspect of a pitch for you?

KEY TAKEAWAYS

1. Explain the business concept and story in under 90 seconds.

2. People buy emotionally and justify logically.

3. One main mistake people make is that they think it all comes down to the numbers and ROI. This is important but people are going to invest because they are emotionally hooked in and believe this idea will work.

4. Be able to outline and describe why this team is going to deliver and how it's going to execute the plan.

5. Know your numbers or at least have someone next to you who does.

6. Spend time: practicing your pitch, answering questions, knowing what the numbers are and how the execution will be carried out and by whom.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Learn more about investing with Steven at https://theinvestormindset.com/invest

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This week I'm joined in the studio by a good friend of mine, Terrance Doyle, and we're discussing the strategy of finding a niche in the multifamily space, doing things differently and taking business from the big players in a saturated market.

KEY TAKEAWAYS

1. In this competitive market we need to find a way of being the best in class. This means asking ourselves: how can we do things differently to gain a competitive advantage?

2. The deal doesn't stop when construction is done... the most important aspect is the property lease-up which determines the value.

3. Learn property management for yourself. It can save you $$$.

4. When you start investing make sure you get first hand experience of working in deals. This will give you an amazing understanding of how the business works from top to bottom.

5. Make sure you work with a team that has a track record and experience of fixing problems in the past. They need to know how to swerve those proverbial potholes.

6. Look at where your competitive advantage is... and take a hold of it.

7. Renovate a project into a space where YOU would want to live.

8. There's a lot of risk in construction... if you're not good at managing construction.

9. At the start of a deal we should be asking: What is the best way to find the return that we're looking for and do it as quickly and safely as possible?

10. Don't think that you can't run a real estate business in a very competitive market, you can, you just need to find the niche that will bring you success.

11. Attention to detail in construction projects will bring you success. We're talking about analysing costs, making sure invoices match the quotes, checking contracts and pay scales. Manage the money like every dollar is your own.

LINKS

https://thevareco.com/

https://www.linkedin.com/in/tjdoylemathew633/

https://www.instagram.com/terrancedoyle/?hl=en

https://twitter.com/terrancedoyle?lang=en

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Learn more about investing with Steven at https://theinvestormindset.com/invest

Invest with Steven:

https://

www.theinvestormindset.com/invest

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Are you successful or not? This week we're going to be talking about the importance of working and living with a growth mindset. I go into the difference between a fixed and growth mindset and why the former can be dangerous for your personal growth. Sometimes we make a mistake and get discouraged… but you need to remember that no one can go from being a beginner to an expert with no journey in the middle. If we're not growing, we're dying, and if we're not expanding, we're contracting. Sometimes we need to focus on the destination and not just on the current results.

If you answered the question above with a simple “yes” or “no”… then maybe you’re living with a fixed mindset, which no matter how you answered, could be holding back your development.

Hit subscribe, join the community, and let us know: What is your process for making sure you’re living and working with a growth mindset?

KEY TAKEAWAYS

1. Your skills and abilities are not fixed. You always have room to grow.

2. Ask yourself or your coach about the challenges that you're facing and find out what steps you can take to start moving forward and get past those blocks in the road.

3. If we're not growing we're dying. If we're not expanding we're contracting.

4. Don't be discouraged if you made a mistake... It's your way of learning and growing.

5. You can't go from being a beginner to an expert overnight. Expect there to be some growth... which takes time.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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This week we're joined by Dan Zitofski and he's a pro at advising people on how to invest those retirement $$$ into real estate for big gains. It can be confusing knowing which processes work and which don't... not to mention the laws that oversee them. If you're retired and looking to invest your money smartly, then this episode will not only give you some new ideas, but it will also provide clarity on which is the best investing route for your personal situation. You do NOT need to just invest in traditional methods such as stocks and brokerage accounts. This is perhaps the only investment opportunities you'll see offered by certain institutions... but this doesn't mean it's the only method for someone in your position.

Dan Kryzanowski is a serial revenue driver and active alternative asset investor. Prior to joining Rocket Dollar, Kryzanowski led new initiatives, partners, and teams across multiple startups and Fortune 50 companies, including General Electric and Merrill Lynch.

He also serves as an advisor to entrepreneurs and executives across the FinTech world and self-storage industry. In addition, Kryzanowski is a certified Project Management Professional and a graduate of GE's exclusive Experienced Commercial Leadership Program. He also serves as the Corporate Board President of Hugh O'Brian Youth Texas Capital Area.

Join us this week and strengthen your knowledge of investing with your retirement dollars. If you have any questions about this topic then drop them in the comments below and we’ll be happy to advise.

KEY TAKEAWAYS

1. You don't need to just invest in traditional accounts such as stocks and brokerage accounts. This is perhaps the only investment opportunities you'll see offered by certain institutions... but this doesn't mean it's the only method for someone in your position.

2. Taking out money from your retirement will NOT create penalties and fees. This is a common misconception.

3. A custodian is someone who will look after your money and make sure you're on the right path with legal compliance.

4. LPs - if you're not a general partner or sponsor on the deal (not taking the ownership equity and making decisions) you can invest in anyone's deal by working with a custodian.

5. You can't invest in your brother or your sister's deal. There are complicated rules so make sure you speak to a professional and get proper advice.

6. Spread your assets across various risk level portfolios so you've got a nice mix of high returns with high risk and lower returns with lower risk.

LINKS

https://www.linkedin.com/in/danielkryzanowski/

https://www.crunchbase.com/person/dan-kryzanowski

https://twitter.com/dkryzanowski

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Last week we spoke about what type of person we want to look for in a hire and what tools we can use to find them. This week we're following on from that and diving deeper into the actual hiring process. When we’ve placed an add on job sites, we want to think of this as a funnel, because this is where we’re going to have to eliminate the most candidates. After that we want to look at call screening and then follow that up with a video call or in person interview. What I like to then do is have a team member interview the candidate… just to make sure that the team fit is locked in. It’s absolutely vital that you have a strategy in place for the hiring process or it will most definitely be overwhelming, take up more time than it should… or you could end up with the wrong hire.

So join the Investor Mindset community by hitting subscribe and let us know down in the comments below what your recruitment process is.

KEY TAKEAWAYS

1. Make sure the job description is in total alignment with the person that we're looking to hire.

2. Take a look at the people in an already successful sales team and see what you need (or what you're lacking) from their skill set.

3. Think about the hiring process as a funnel and have a solid process of elimination.

4. At the top of the funnel have everyone apply through a website such as Indeed or Monster. Then we can have them instantly complete a personality assessment such as DISC.

5. The phone screening process is really important... especially in sales roles. This gives us an instant idea of if we want to continue to the next step or not.

6. We need to ask some key questions during the short phone screening. Check the episode out to hear these in detail.

7. If the fit is not right then move on quickly and end the call in a respectable way. You're going to be talking to a lot of people!

8. The final step in my process is an interview with someone from my team. This is important because it allows us to ascertain if they have the right team fit. My team members might also notice something that I missed.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Learn more about investing with Steven at https://theinvestormindset.com/invest

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Everyone needs more strategies for raising money, right? Well, very successful fundless sponsor Brian Adams drops by this week to take us through his wealth of experience in raising capital and growing a real estate business. We take a deep dive into the process of acquiring investors who are the right fit for your business style and how to keep them happy and informed in real time with modern tech. We also discuss the key strategies needed in order to grow a business by hiring the right people and which areas to invest in. If you are growing a business or looking for ways to get more investors onboard then this episode is a must.

Brian 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 private equity. In addition, he frequently participates in speaking engagements focused on providing the real estate investment community with a real and honest outlook of the commercial real estate market so intelligent investment decisions can be made.

Join the community by subscribing and drop a comment below to get involved in the conversation… we would love to hear from you!

KEY TAKEAWAYS

1. It's not just about the deals and investments. If you don't have a solid team and infrastructure in place then your business will never grow into what it could be.

2. Stay in touch with your investors. There are technology platforms that can provide information to your investors in real time and... it's 100% worth the investment.

3. Be upfront and set expectations for your investors.

4. Have a strict "no jerk" policy so you know who the right type of investors for you are.

5. Don’t push unrealistic goals to investors. It's better to under promise and over deliver!

6. Focus on three things: capital preservation, cash on cash yield and the tax benefits of real estate ownership.

7. Provide transparent communication and build a solid honest partnership.

8. The average attention span of a person is 12 minutes... so don't waste it with spiel!

9. Know what YOU are best at and then bring in people that will compliment your skills and fill the holes that are in your skillset.

LINKS

https://www.excelsiorgp.com/

https://www.linkedin.com/in/brian-c-adams/

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This week we're analyzing a subject that is at the heart of any successful business: How do you go about hiring the best people to benefit and grow your business?

More specifically we're looking at how we can land excellent salespeople. I go over some of the key questions when searching for talent such as: What type of salesperson we should be looking for - a hunter or a farmer? What personality assessment tests are available to us? What are the differences between hiring someone for single and/or multifamily? How are we going to write the job description to communicate our JD effectively?

These are all vital questions that I answer in this week's episode to help you get the most out of your hires. So jump in - join the community and the conversation. If you have any hiring strategies of your own to add, then drop them in the comments below… we’d love to hear them!

KEY TAKEAWAYS

1. Ask what type of salesperson you want - a Hunter or a Farmer.

2. Email me at steven@vonfinch.com so I can recommend some of the best, and some of my favorite, personality tests that are available for you.

3. Single and multifamily are going to have different requirements when it comes to the hire.

4. How are you going to write the job description specifically for the person and role?

5. Have a process for processing your final group of candidates

6. Use personality tests to ascertain if the candidate is the right fit for your business

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmba

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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Our guest this week, Jeremy Roll, has built his entire 16-year career around passive investing and has 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 in the US and Canada who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is originally from Montreal, is a licensed California Real Estate Broker (for investing purposes only), has an MBA from The Wharton School, and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.

We go into why Jeremy became an investor, what he learned along the way, and how you can achieve success in your investing career without hitting those common pitfalls. Jump into this episode and learn what the pros/cons of passive investing are and if it's the right choice for you and your personal situation.

Are you a passive investor and have something to add to this discussion? If so then subscribe and drop a comment below!

KEY TAKEAWAYS

1. ALWAYS do your due diligence and make sure you really know who you're doing business with.
2. Be careful about projections and assumptions from operators. Sometimes these numbers can be inflated and dressed up to hook investors in. Conversative numbers are more safe and can show you who you're really working with.
3. You can have two properties that are identical but the operator who manages the property better is going to achieve the best return on your investment.
4. Review current mainstream consumer sentiment to give you an idea of what's happening in the market.
5. Think ahead. Is asset X going to be valuable in 10 years? Look at what's going on in terms of the market, technology, and job growth.

LINKS

JRoll@RollInvestments.com

https://www.linkedin.com/in/jeremy-roll-655107/

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One of the best ways to achieve your goals is by modeling others who are already thriving in the space that you want to be successful in. We’re not just copying what others are doing, but rather using their track record as a template for our own journey. This method has worked wonders for my personal growth AND my career growth. So join me this week and let’s take a dive into how you can find mentors to model and start building your empire today!

Maybe you're already using this method? If you are, then drop a comment below and let the community know how it’s been working for you.

KEY TAKEAWAYS

1. We’re not just copying what others are doing, but rather using their track record as a template for our own journey.
2. Research people who are successful in the space that you want to be in and listen to them. Use different methods such as podcasts, YouTube channels, books and more.
3. Surround yourself with people who are already successful and use their knowledge and advice to get there yourself.
4. Don’t be afraid to pay for a coach. Why is it fine to pay for University… but not for a personal/business coach?
5. Find mentors, surround yourself with them and model their track record to build your own success.

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This week our guest’s clients know him as the guy who helped more than 100 brands and businesses grow their traffic, leads, and sales using his Launch to Profit Methodology. He’s the brains behind some of the most successful and profitable marketing and sales campaigns in the past decade. This includes a record-setting Kickstarter campaign that grossed $453k in 33 days, book launches that have landed authors on the New York Times, Wall Street Journal, and USA Today bestseller lists and more than a dozen product launches that have generated $100,000+ in sales in less than 30 days. He is none other than email marketing genius Tom Morkes.

Tom drops by to tell us his secret strategies for creating engaging and profitable email marketing campaigns. He gives us advice on how to avoid common copywriting pitfalls, how to target the right audience for our niche, and how to communicate effectively with those leads that go on to create solid conversions and returns.

Don’t miss this amazing episode we have for you this week jam-packed with incredible email marketing advice. Have you used any of these techniques in your marketing? Jump in and join the conversation by commenting below.

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Have you ever asked yourself: How can I be of value to others? This week we’re looking at the philosophy of giving more value than you expect to receive in return.

Sounds crazy, right? It might at first, but by giving incredible value to people you’ll not only build stronger relationships, but you’ll also create an energy that will attract greatness to YOU.

It can be easy to think that if you start giving amazing value to others, you could be taken advantage of… but if you're giving immense value to others it doesn't mean that you need to stop charging for your services or that you're opening yourself up to potential leeches. What it really means is that people will look up to you, see you as a person of strength and want to do business with you.

I've used this philosophy and it's worked wonders for me... now I want to share it with you and see YOU benefit like I did. Everyone has a way that they can be of value; why don’t you start today?

KEY TAKEAWAYS

1. Ask the right questions - how can you be of value?
2. Bring this up in conversation and ask directly
3. People are very receptive to this and love receiving a gift
4. You will create an energy that will attract greatness to you in return
5. You don’t need to be taken advantage of if you’re giving value to people
6. People will see you as a strong and respectable person who they want to work with
7. Create a log and check regularly to see how many times you’ve asked the question

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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What do you learn in the process of a $95M business acquisition? Well this week we dive into that with someone who has the experience: Mr. Judd Armstrong. Judd is the founder of Jaybird - the first and one of the most popular brands of wireless headphones in the world.

What holds most people back is that they don't believe it's possible for THEM. Well, Judd started out with a $10ph retail job and went on to become the founder of Jaybird, which was sold in 2016 to Logitech for $95M. Jaybird also achieved a 50% market share in sports wireless headphones and was profitable each year of business with a 50-100% year over year growth. Quite a story. So what made him so determined and successful…?

Join us as we analyze what a successful entrepreneurial mindset is made of and how you can break free of what holds most people back and go on to achieve what others think of as impossible.

You don't want to miss this FREE advice from super successful entrepreneur Judd Armstrong. Hit subscribe to join the Investor Mindset community and grow your business knowledge and skill for free today.

KEY TAKEAWAYS

1. Every one of us has something special to do in life and are here for a purpose. So it comes down to what's placed in your heart.

2. Denzel Washington: "True desire in the heart, that itch that you have whatever it is you want to do, that thing that you want to do to help others and to grow and to make money that desire that itch, that's God's proof to you, sent beforehand, already to indicate that it's yours."

3. If you're thinking about something that is holding you back, then just flip it on it's head and drive forward.

4. Follow your heart and use your mindset to navigate your path wisely and safely.

5. What holds most people back is that they don't believe it's possible for THEM.

6. When others say to you "you can't do that! That never happens in life!" just remember that they cannot see past that hurdle themselves and are just looking out for you. It doesn't mean it's gospel and it doesn't mean you NEED to listen to it. Take your own path.

7. Try something new and stretch yourself into a new experience.

8. Financial freedom is the ability to have no debt and/or reliance on anything or anyone.

9. Try to get multiple sources of income so you're not a slave to one method

10. If you're going to sell your business, sell it when it's at the top.

11. Success is the progressive realization of a worthy endeavor.

LINKS

https://www.linkedin.com/in/judd-armstrong-6b3221a/

https://juddarmstrong.com/home

https://www.instagram.com/juddarmstr0ng/

https://www.facebook.com/juddarmstrong

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Aloha Mindsetters! This week we're looking at how to practice the plan and put the plan into practice. We look at how to: draft a plan, organize our ideas, create steps, prioritize, and last but not least, set and achieve crucial deadlines for our goals. If you're not sure where you're headed next... then I'm here to help steer the ship in the right direction.

My goal is to help and empower over one million people to live a better life through real estate... so jump in and join the community for free so we can move forward and achieve great things together!

KEY TAKEAWAYS

1. We have to know where we're going.

2. Be clear on what you want and WHY you want it.

3. It's not just about the plan, but the practice of building the plan and then putting that plan into practice.

4. Capture and brainstorm the plan on paper or a digital doc... in detail.

5. Categorize into chunks so we can be clear and prioritize.

6. Start eliminating and prioritizing steps.

7. Once you have all the above ready... set deadlines.

8. Schedule an hour a day for reviewing what you achieved.

9. Create goals to achieve for your week.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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Getting started in the real estate game can be super tough, but this week our special guest is Ryan McKenna and we dive deep into the challenges of investing and how we can overcome them.

Ryan advises us on how to start investing, what to look for when vetting sponsors, how you should look at investing long term and much more. This episode is packed with amazing advice and information from a top pro investor and guess what… it’s completely free.

Ryan is a successful entrepreneur and experienced real estate investor active in the multifamily apartment space and is currently invested in 50+ real estate and business syndications with a total portfolio value over $1 billion. Real estate investing has always been a passion of his as he's fascinated by the concept of creating passive income to achieve financial independence and wants to help others do the same.

Ryan earned his MBA at the University of Notre Dame's Mendoza College of Business and is a former student-athlete of Arizona State University, having played baseball for the Sun Devils (2001-2004) and graduating Magna Cum Laude, with a Bachelor's Degree in Business & Communications.

Join us this week and receive this FREE advice from a real investing pro. If you’re just starting out in the investment game and haven’t decided which path to take yet, then this episode is tailor made just for you!

KEY TAKEAWAYS

1. Be fully committed and if change happens then go full throttle in the next direction.

2. It's very very difficult to be a part time active investor.

3. It's better to learn to be a passive investor first and then head into active once you have more experience.

4. Focus on your expertise.

5. The people matter most. Look at the team and it's track record before the numbers.

6. Look for transparency in the sponsor and ask what challenges they've faced and how they overcame them. Don't be afraid to ask questions!

7. Try expanding your portfolio and look at multiple deals.

8. Investing is for the long game… don’t try to make millions overnight.

BOOKS

Rich Dad Poor Dad - Robert T. Kiyosaki

https://amzn.to/3ie8zV2

Essentialism - in pursuit of doing less - Greg McKeown

https://amzn.to/35dDi0t

LINKS

https://www.mckennacapital.com/

https://www.instagram.com/mckennacapital/

https://www.facebook.com/McKennaCapital/

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We hear a lot about the importance of knowing what you're after and why you're after it... but sometimes we really drop the ball on what that truly means. We need to get really clear on what we want, why we want it and how to make it measurable. We need to really emotionally connect to that reason why so our emotion can turn into MOTION… propelling us into success!

So join me and The Investor Mindset community and let's get clear on our goals, connect to them emotionally and then prove to ourselves that we truly achieved them.

KEY TAKEAWAYS

1. Get really clear on what you want by writing down, on paper, all your ideas.

2. Once you get clear on what you want you can make it measurable and analyze your results.

3. Visualize what your potential goals might feel like.

4. Prioritize what your goals truly really are.

5. Get really emotionally connected to your reason WHY and that emotion will turn into motion.

6. "Seven Layers Deep" - keep asking yourself why until you truly understand, in your soul, why you want to achieve that goal.

7. Define what is most important to you and then schedule your plan.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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Our guest is the author of the fantastic real estate investing book "The Definitive Guide to Underwriting MultiFamily Acquisitions" and we take a deep dive into the art of underwriting!

Robert oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions.

He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.

If you're someone who wants to learn more about underwriting multifamily deals then this episode is for you. We dive into how to get started, vetting deals and making sure you've got the knowledge to succeed. Join our community and improve your investing knowledge completely free.

KEY TAKEAWAYS

1. To get started you should research and become familiar with income statements and rent rolls.

2. Take the above information and plug it into a model that will provide you with vital financial data.

3. Underwriting is the financial aspect of evaluating an opportunity. It will also allow you to determine your return hurdles and risks.

4. A key contributor to risk is debt. The more debt, the more risk, and we also want to look at the maturity of the debt. For example bridge loans are more risky vs permanent financing.

5. Look at business plans and ask: How much are we changing the revenue? We can demand a higher return for more potential risk.

6. The number one way people lose out in real estate is because they can't afford to cover the debt service.

7. The main assumptions that you want to get right are the pro forma rents, rent comps, rent growth and exit cap rate.

BOOKS

Start With Why - Simon Sinek

https://amzn.to/3bl2IdF

LINKS

https://www.linkedin.com/in/rob-beardsley/

https://www.instagram.com/rob_beardsley

https://www.facebook.com/RobBeardsleyLSC

https://lonestarcapgroup.com/

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Aloha from Hawaii! This week we look at how we can turn all the world’s craziness and uncertainty into positivity and opportunity. If you can change over the “lens” in which you see the world… you have the chance to achieve your goals and move forward instead of backwards or hitting a plateau.

So join me this week as I go through my own personal journey that allowed me to turn doubt into positivity and uncertainty into opportunity.

KEY TAKEAWAYS

1. If you can change the lens in which you see the world through, you'll see that we're actually living in a time of great opportunity right now. Regardless of the crazy things going on in the world, we can still be successful and move forward with our goals.

2. What is the potential reason that others aren't doing things... so that you can action on them instead?

3. What is the lens that you can flip over to see opportunity instead of limiting beliefs?

4. Take action: flip your lens of fear into a lens of opportunity and make that change even if it means doing something small within your community.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

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Time for this week’s special guest! Trevor McGregor is a globally renowned business success coach, who is responsible for advising and mentoring Fortune 500 executives and household names such as The Tony Robbins Group and Joe Fairless.

For 25 years, Trevor has helped entrepreneurs, business owners, and professionals shift from feeling worried, frustrated and overwhelmed to growing their confidence and achieving phenomenal levels of success.

Trevor works with some of the world’s top real estate investors, leaders and even high profile celebrities. One client in particular, personally acquired more than $300 Million dollars in real estate assets in less than 4 years under Trevor McGregor’s guidance.

This week Trevor drops by to help us with that motivation that we may need during tough times such as these. Jump in because this is an opportunity to have a FREE session with one of the best business coaches in the world! We dive into the law of polarity, improving your mindset, what is your WHY?, moving forward and much more.

KEY TAKEAWAYS

1. The 3 Universal Modalities of Fear:

2. If I try, I could fail...

3. People might criticize me...

4. I'm not worthy...

5. The law of polarity can be applied to the above doubts and change the way we think and act which creates positivity instead of negativity.

6. Now is the perfect time (during a world crisis) to take action on improving your mindset and moving forward.

7. You have to stand guard at the door of your mind. It's YOUR mind and no one else's.. so program your mind how YOU want to.

8. What is your WHY? Ask yourself WHY you want to invest and what the money is going to truly do for you. Stack your WHYs until they are a tower that drives you forward in times of uncertainty.

9. Go back and see how you achieved a goal and it will remind you of your strengths and move you forward.

10. The strongest force in the human personality is the need to remain consistent with how we define ourselves.

11. Now is a great time to be building relationships and building your network.

LINKS

https://www.facebook.com/trev.mcg

https://www.trevormcgregor.com/

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Our Mindset Minutes show this week is focusing on vetting sponsors and how to do this effectively. When it comes to passive investing, one of the most important factors is vetting the sponsor and doing your due diligence. I dive into what questions you're going to want to ask the sponsors to get a clear understanding of the investment summary and have confidence going into a deal.

So join the community for free and grab this chance to improve your knowledge on passive investing!

KEY TAKEAWAYS

1. Look at the credibility of the sponsor by going online and doing some research on who this person is.

2. Your first meeting with the sponsor is going to be a call of around 20 minutes and this will be where you're actually vetting each other. A great chance to discover if you're both aligned on the deal and that your core values match.

3. The next call will be the due diligence call. This is where you'll be diving deeper into the types of deals that the sponsor is looking to invest in. This is where you can ask all the questions you need to about the deal and the team.

4. If you have fear of investing or serious doubts then you shouldn't invest right now but take time to go and learn more and prepare yourself a little further. Invest when you have the confidence and knowledge to do so.

5. when you're doing anything for the first time it's going to feel a bit clunky... so give yourself some leeway to gain more knowledge and strengthen your confidence. Remember, there's always going to be more deals coming through!

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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Our special guest this week is the prolific investor Brian Burke.

We take a deep dive into how to become a super successful hands off investor. Brian provides some fantastic free advice on how to set yourself up for success, avoiding those common passive pitfalls and how to work with amazing partners that are going to get you the returns you truly deserve.

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.

Don't miss this incredible episode that gives you, or contributes to, your knowledge and experience of passive investing. Jump in and join the Investor Mindset community!

KEY TAKEAWAYS

1. One of the first things to learn: how to look at a sponsor and know if they're going to be successful in carrying out the business plan.

2. Look at their track record, full cycle experience, general experience and team.

3. Analyze if the investment is suitable for your goals.

4. Make sure the sponsors business plan makes sense. Example: don't invest in a new hotel building during a COVID crisis!

5. It's vital that before you sign on the dotted line you check all the offering documents to make sure there's no hidden "gotcha" terms such as high fees and bad profit splits.

6. Look at the fee structures that the sponsors are charging such as the asset management fee: it's 1%... of what?

7. Passive investing is only passive AFTER you've invested the money. Before that you should be working hard to find excellent partners and deals.

8. Quarterly reports: look to see if the sponsor is hiding bad debt on the balance sheet.

9. Diversify your portfolio.

BOOKS

Rich Dad Poor Dad

https://amzn.to/3iUPu9Y

The Hands-Off Investor - Brian Burke

https://amzn.to/3l3pECX

LINKS

https://praxcap.com/

https://www.linkedin.com/in/praxiscapital/

https://www.facebook.com/syndicationbook/

https://www.instagram.com/praxcap/

https://twitter.com/praxcap

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This week we're focusing on market selection. We look at how to find the right markets to invest in and what three core elements play a key role in making the right selection. Jump into this episode and refresh or improve your knowledge about market selection so you can start off on the strong foot!

KEY TAKEAWAYS

1. Population growth is the primary factor for selecting a market.

2. A population decline can signify issues with politics, economics, location and more. We typically want to stay away from these areas.

3. Job growth with a diverse set of industry and good pay scale is a huge advantage. This indicates solid potential tenants and market rents.

4. We want to look at supply and how many buildings are being built in the next 2-5 years. This means making sure that supply has not outgrown demand.

5. Crime rate is an important factor that will indicate tenant types, political issues and other unwanted problems within the community.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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This week we have an amazing special guest… the legendary best-selling author Bob Burg!

Bob stops by to share how a subtle shift in focus is not only a more uplifting and fulfilling way of conducting business but the most financially profitable way. Shifting your focus from getting to giving can make people feel safe with you, want to build relationships with you and want to work with you. This is his best selling book summed up in a 40 minute interview! Dive in and don’t miss this amazing free advice from a true expert.

For 30 years Bob has helped companies, sales leaders, and their teams to more effectively communicate their value, sell at higher prices with less resistance, and grow their businesses based on Endless Referrals.

The Go-Giver, a Wall Street Journal and BusinessWeek Bestseller, has sold over 950,000 copies. Since its release it has consistently stayed in the Top 25 on Porchlight’s Business Book Bestsellers List. It was rated #10 on Inc. Magazine’s list of the Most Motivational Books Ever Written and was on HubSpot’s 20 Most Highly Rated Sales Books of All Time.

KEY TAKEAWAYS

1. When you show up as yourself, people feel safe with you, and want to work with you.

2. Market value is defined by the combination of strengths, traits, talents and characteristics that allow you to bring value to others.

3. It can be very hard to recognize your strengths sometimes and this is when a mentor can really help us in knowing what these are and utilizing them the best we can.

4. Just because you can do something well and bring a certain value... doesn't mean everyone else can.

5. The key to effective giving is to stay open to receiving.

BOOKS

How to Win Friends & Influence People - Dale Carnegie

https://amzn.to/30UiqZK

Think and Grow Rich - Napoleon Hill

https://amzn.to/33XEULt

As a Man Thinketh - James Allen

https://amzn.to/2FdJDhx

Psycho-Cybernetics - Dr. Maxwell Maltz

https://amzn.to/3gWaRar

The Magic of Thinking Big - Dr. David J. Schwartz

https://amzn.to/3gYCm36

The Science of Getting Rich - Wallace D. Wattles

https://amzn.to/2DTwbPJ

LINKS

https://burg.com/

https://www.instagram.com/realbobburg/

https://twitter.com/bobburg

https://www.facebook.com/burgbob

https://www.linkedin.com/in/bobburg/

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This week we're continuing with our analysis of the Investment Summary, the all in one marketing package for any real estate deal. We go into financial projections and how to understand the equity multiple and how that plays a role in your toll returns. At the core of every investment is the financials. It comes down to the business plan, the expenses and how the projected income will play a role together in achieving the returns that are being projected by the sponsor.

It's super important to understand how these financials work and how they affect you and the investment you're involved in. So join the community and grab this free information that can help you gain even more knowledge when it comes to your investment strategy.

KEY TAKEAWAYS

1. At the core of every investment are the financials. We look at how the expenses and projected income are going to work together to deliver the type of returns that are being projected by the sponsor.

2. When looking at the investment summary you should be asking questions such as: What is the exit cap? What are the reserves that the operator has in place? What construction projects are they going to do? How conversative are the projections?

3. It's vital to know what your investing goals are so you can analyze whether the answer to your questions align with those goals.

4. Real estate investing doesn't fail simply due to the economy, it fails when operators can't pay the bills when the economy isn't what they expected it to be. So make sure there's enough reserves/capital to provide security in the deal.

5. The equity multiple: how quickly are you going to double your money and at what multiple are your returns going to be at? A longer timeframe relates to a safer lower return investment and a shorter period generally indicates a higher more lucrative risk.

6. It's easy to fall into the trap of just wanting the highest return but what you want to ask is: How does the return I'm going to receive relate to the risk I'm taking to get said return?

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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How do you become an effective passive investor?

This week our very special guest is Spencer Hilligoss who is an active syndicator and leading business operations and investor relations for his company maddison investing. He spent over 13 years in tech building building high performance teams and was recently leading up originations at the highly respected Lending Home.

Spencer is a technology leader with a 13 year track record of building high-performing teams across five companies - three of them, software "unicorns" - valued at more than $1B. He built and led the origination teams for LendingHome and currently leads their Professional Development group. LendingHome is the largest residential flip lender in the country, responsible for more than $4B in transactions and is actively funding more than 500 deals per month.

We dive into how you can find what your goals are, before you start investing, and how to move forward with a plan to achieve said goals. It's absolutely vital that you have a clear game plan from day 1 and this episode sets out to help you along that route. Don't miss this episode that is truly packed full of FREE information from an investing pro!

KEY TAKEAWAYS

1. Passive is not always completely void of work... you still need to maintain a business model.

2. The most important rule to start with is: Look at the track record and values of your potential investors and managers.

3. Find someone to manage the deal that has been through a brutally challenging entrepreneurship challenge. This means they will respect your capital more.

4. Look for a partner that can help understand and find deals.

5. Before you invest you want to research: 1. Population growth in the city 2. Migration trends 3. Job supply and growth 4. Crime rate trend

6. Look at the year on cash flow. Is the deal going to be able to produce operational profitability in the first year?

7. You don't have to start as an active investor... you can start by investing with an operator, learning from them, and then moving into actually being active yourself.

8. LIMFACTS - there's 3 limiting factors for every potential investor: Time. Capital. Expertise. Once you identify these limiting factors, you can decide which investing strategy is right for you.

LINKS

https://www.madisoninvesting.co/

https://www.instagram.com/spencer_hilligoss

https://www.facebook.com/MadisonInvesting

https://twitter.com/spencehilligoss

https://www.linkedin.com/in/shilligoss/

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This week we're going to focus on the investor summary. This is an all-in marketing piece that outlines the core business plan, explains the underwriting assumptions, along with sharing photos and the overall strategy of the investment. This is an essential document and a key element that you need to understand and have a solid grasp of when investing with an operator.

So join me and The Investor Mindset community as we dive deep into this subject to get a true understanding of what the investor summary is and how you can use it to your advantage.

KEY TAKEAWAYS

1. Understand what your investment goals actually are and then look at the investment opportunity and analyze how it aligns with those goals.

2. An equity model typically returns 50% to 75% to the investor. The return percentage is tied to the profit that is expected from the deal. With this model you can benefit greatly but there's also risk of losing capital.

3. A preferred return model means that you get paid out before anyone else. For example: a 6% preferred return would mean that you receive the first 6% return and management take the remaining percentage.

4. There's also a hybrid model where you have a prefered return on the front end and another that's paid out on equity gain. This is a more conservative approach or for investors who want to take a high risk but still have some level of security.

5. Another strategy is called the performance hardle. AKA "waterfalls" are when a certain level of return is being provided to investors, at that point in the return structure changes. So if you have 6% preferred return, then no one else will see returns until you have that 6% in full.

6. Look at how the sponsors are compensated when it comes to fees. Management will receive fees to "keep the lights on" and manage the property and this is normal... but if they are high... ask why.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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Chris has been investing in and managing real estate for over 20 years. He began syndicating deals in 2016, has raised more than $15M and been actively involved in over $150M of real estate acquisitions. In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups.

Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them outdoors and enjoying the food and culture that the region has to offer.

KEY TAKEAWAYS

1. Think about what you’ve got, what you're grateful for and what that means to you.

2. To have passive income you can either: grow wealth by building a company and cashing out or you can make money and then invest into something.

3. It's wise to save 50% (after tax) of what you make.

4. 2 key strategies to help maintain your wealth: 1. Find a tax specialist and 2. Avoid interest paying tax via high cash value life insurance.

5. With multifamily you can retain tax benefits even as a high income earner.

6. A 1031 exchange means you can take the growth income of your investment and roll it tax free into another investment.

7. Compared to other investing markets, real estate has cash flow, appreciation and tax benefits.

8. Multifamily risk can be: 1. Market Risk 2. Operator experience 3. The deal itself.

BOOKS

Next Level Income - Chris Larson

https://www.nextlevelincome.com/ebook

LINKS

www.nextlevelincome.com

https://www.instagram.com/christopheralarsen/

https://www.facebook.com/nextlevelincomeshow

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What is real estate syndication, how does it work and why is it such a powerful tool for real estate investing? On this episode we go into all these essential details so you can fully understand syndication and why it can lead to real success in your investing career. This episode is packed full of free information that can increase your wealth... don't miss it!

KEY TAKEAWAYS

1. The SEC protects investors who do business with operators.

2. Syndication is a security and a security is a tradable financial instrument.

3. You have a managing partner and a limited partner. The former makes all the day to day decisions and the later just invests the capital and is not liable for any decisions made for the property.

4. A private placement memorandum (PPM) is a legal document provided to prospective investors when entering a deal. This lays out everything about the deal including: risk, operations, payouts and more.

5. Typically a syndication team consists of: General partners (sponsors) including the key principal, the loan guarantor, asset manager, investor relations and acquisitions.

6. You will find multiple professionals that are in on a deal including the syndication team, property managers, mortgage brokers, real estate attorneys, tax consultants and more.

7. The sponsorship team goes out and purchases the asset, executes the business plan and manages the day to day of the property. Then they sell it and the return shares are provided to the investors.

8. Many times private syndication deals perform better than public real estate offerings for private investors because there's less fees and overheads.

9. A syndication deal means you don't need to manage a property manager and you go into a partnership with expert operators who make all the key decisions and have incentive to produce the biggest return possible for your investment.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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This week our special guest is the coveted underwriter Danny Randazzo! Join us as we discuss how to increase your returns with great underwriting.

Danny is a real estate investor, author, entrepreneur, mastermind host, national speaker, podcast host, volunteer with The First Tee and world traveler.

He retired from corporate America at age 30 after working as a financial consultant for over half a decade and building a real estate portfolio that generates monthly income to achieve financial freedom.

Today his company controls over $220,000,000 in real estate assets. When Danny is not investing in real estate you can find him walking with his wife Caitlin and dog George or playing competitive golf.

Understanding the underwriting and analyzing of multifamily apartment deals is vital to a successful return on your investment. If you're a seasoned pro or just getting into investing, then this is a topic you simply can't ignore or ever have enough knowledge on.

So join the conversation as we dive deep into this complex topic and provide you with free professional knowledge that you can use to nail this subject and become a successful investor.

KEY TAKEAWAYS

1. The basic philosophy of investing: 1. Preserve capital and 2. Buy cash flow producing assets for long term gain.

2. When finding a deal look at the market itself and identify the fundamentals that you want from that specific market.

3. Some key fundamentals to look for in a good deal are: 1. Location 2. The business plan 3. The economic growth of the investment area 4. Seller performance 5. Occupancy 6. Income 7. Expenses

4. At this moment in time be conversative with your cost reduction estimates and general underwriting

5. How to judge a market´s future performance: Look at market rent performance and sub market fundamentals reports that are available via brokers. This can tell you what rents will be like and what rental increases there are.

6. Always have an underwriter on your team who can verify all the data and financials when analyzing a market or property.

7. Stress test the deal. Look at return metrics like: vacancy & occupancy numbers, interest rate, expenses and exit cap.

8. You could be saving money on the performance of your property by reducing costs on administrative expenses such as internet, cable and phone packages.

9. You don't have to know a mentor to benefit from their teachings or knowledge. Take and create your own inspiration.

BOOKS

First a Dream - Jim Clayton

https://www.amazon.com/First-Dream-Jim-Clayton/dp/0972638903

LINKS

https://dannyrandazzo.com/

https://www.instagram.com/danny.randazzo/

https://www.facebook.com/dannyrandazzo/

https://twitter.com/dannyrandazzo

https://www.linkedin.com/in/danny-randazzo-61126449/

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Active vs passive investing... which one is better for you?

Maybe you want to be a "Hands-on" investor or a "hands-off" investor. Maybe you don't even know the difference. Either way you need to understand what these are so you can actually make that decision.

In this week's Mindset Minutes episode we provide real life examples of how the two strategies work and how they can fit your needs. If you have any doubt over which route to take, then don't miss this episode, as it will help answer your questions and give you a clear investing strategy.

KEY TAKEAWAYS

1. Hands-on investors are called "active investors" and they find the deals, manage the properties and are fully responsible for all liability and decisions.

2. Hands-off investors are called "passive investors" and they find syndications, lending and putting capital into experienced operator deals to receive income without managing anything to do with the actual property.

3. Ask yourself three questions:

4. Are you too busy in your fulltime job but still want to invest in real estate?

5. Do you want to invest but worried you don't have the experience or capital?

6. Are comfortable with others making business decisions for your investments?

Watch the episode to find out what your answers mean for you.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

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Dan Zitofsky is a real estate investor focused on raising private capital. Over the years he’s flipped 1000’s of houses, worked in commercial real estate, plus he’s the author of the book Passive to Prosperous.

Dan’s driving purpose is to be there for his wife and his kids, and to leave a legacy that makes a difference.

KEY TAKEAWAYS:

Success (in the long run) isn’t about the money

Find a way to add value to everyone you want to work with

Be different

Don’t buy into the “scared money” limited mindset

RECOMMENDED BOOKS:

The Banker’s Code - George Antone - https://amzn.to/2Z4mpT3

Passive to Prosperous - Dan Zitofsky - https://amzn.to/367j0UT

LINKS:

https://www.facebook.com/groups/becomearealestateinvestorwithdanzitofsky/

www.passivewealthacademy.com/42k

www.youtube.com/zitofskycapitalmanagement

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Maybe you want a tax break… maybe you’re looking for a passive income… or maybe you just want to make sure your retirement plan is more comfortable. If you're new to investing, or thinking of getting involved in investing, then you don't want to miss this episode full of free vital information.

KEY TAKEAWAYS

1. The 5 benefits of real estate investment are:

2. Monthly cash flow.

3. Equity growth.

4. Leverage.

5. Appreciation.

6. Huge tax benefits.

7. It's very difficult to find the same returns that you can receive from real estate in other markets.

8. You can opt for a safer investment or a more risky higher ROI investment. You can find a plan to suit your personal needs.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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Getting things done is a personal productivity methodology that redefines how you approach your life and work with 5 clear steps that apply order to chaos.

After decades of in-the-field research and practice of his productivity methods, David wrote the international best-seller Getting Things Done. Published in over 28 languages, TIME magazine heralded it as “the defining self-help business book of its time.” In 2015, he released a new edition of the book, with new insights, updates, and discoveries about the GTD methodology and its many personal and professional applications.

Today, David Allen is considered the leading authority in the fields of organizational and personal productivity. The David Allen Company, run by David and his wife Kathryn, oversees the certification academy and quality standards for Global Partners offering Getting Things Done courses and coaching around the world.

KEY TAKEAWAYS

1. You don't have to transform yourself, just redirect the way you think.

2. Your mind is for having ideas, not holding them.

3. Your head is just a crappy office. Data shows your mind can only hold 4 things until you have to suboptimize your cognitive process.

4. GTD is a way of thinking. It allows us to disengage with our world but in an effective way.

5. The steps to get control of any situation: 1. Identify the issue 2. Decide if you need an actionable plan 3. Specify the next step in the plan.

6. Completion and Creation. Finish what you put in motion and be accountable for what you put in motion.

BOOKS

Jeff Sutherland - Scrum: The Art of Doing Twice the Work in Half the Time - https://www.amazon.com/Scrum-Doing-Twice-Work-Half/dp/038534645X

Daniel J. Levitin - Successful Aging: A Neuroscientist Explores the Power and Potential of Our Lives - https://www.goodreads.com/en/book/show/46114266-successful-aging

LINKS

https://gettingthingsdone.com/

https://www.instagram.com/gtdtimes/

https://www.facebook.com/gettingthingsdone

https://twitter.com/GTDtimes

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This week we ask: What are your investing goals? Maybe you're looking for cashflow, an income stream, appreciation or a net return.

If this applies to you then make sure you don't miss this episode as we'll be learning how to find investments that fit your criteria and how to use them to achieve goals going forward in your investing career.

The Passive Investing Playbook - https://theinvestormindset.com/passive

KEY TAKEAWAYS

1. Make a decision and get clear on what your investing strategy is. It could be cashflow, appreciation or a blend of both.

2. You can offset some of your income by investing in a property that produces regular monthly cash flow.

3. Appreciation will typically give you more risk but provide a higher ROI. Great if you don't need an income stream but want a longer term investment with bigger bulk returns.

4. A hybrid strategy means investing in cash flow and appreciation returns together. This means you can start building a nest egg for the future but also have some monthly returns from your investment.

BOOKS

The Passive Investing Playbook - https://theinvestormindset.com/passive

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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David Meltzer is the Co-founder of Sports 1 Marketing and formerly served as CEO of the renowned Leigh Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire.

He is a three-time international best-selling author, a Top 100 Business Coach, the executive producer of Entrepreneur‘s #1 digital business show, Elevator Pitch, and host of the top entrepreneur podcast, The Playbook. His newest book, Game-Time Decision Making, was a #1 new release, David has been recognized by Variety Magazine as their Sports Humanitarian of the Year and awarded the Ellis Island Medal of Honor.

KEY TAKEAWAYS

1. Take inventory of your values and know who you are.

2. Stabilize and then grow. Have the desire to be what you must be and what you can be.

3. Gratitude is the most powerful thing in the world. Live life through a lens of gratitude. The most powerful mindset of an investor is finding the light, the love and the lessons.

4. Lose your ego based consciousness.

5. You need at least 3 mentors in life

BOOKS

Course of Miracles -

https://www.amazon.com/course-Miracles-Foundation-Inner-Peace/dp/1883360269

Built to Serve - Evan Carmichael -

https://believe.evancarmichael.com/builttoserve

Think and Grow Rich by Napoleon Hill -

https://www.amazon.com/Think-Grow-Rich-Napoleon-Hill/dp/0449214923

LINKS

https://dmeltzer.com/

https://www.instagram.com/davidmeltzer

https://www.facebook.com/davidmeltzer11/

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The power of partnerships. This week we're focusing on the power of partnerships and how they can lead to better risk weighted returns for your investment.

We ask: Why are partnerships important? How can they make a difference? And how can they impact your life as an investor?

Jump into this quick blast of free education on how you can create and improve your investing partnerships which will ultimately result in higher returns!

KEY TAKEAWAYS

1. Partner with someone who has a great track record, unique abilities that you don't have and strengths that compliment your weaknesses.

2. Someone with a track record and experience is going to foresee challenges arising and be able to steer you to safety during your investment.

3. Look for a diverse set of strengths in a partnership team and understand who is playing which role.

4. By creating a solid team partnership you're able to drastically reduce execution risk.

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

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Gino Barbaro is an investor, business owner, author and entrepreneur. He has grown his real estate portfolio to over 1400 multifamily units. He is the co-founder of Jake & Gino, a multifamily real estate education company that offers coaching and training in real estate founded upon their proprietary framework of Buy Right, Manage Right & Finance Right.

He is the best-selling author of two books, Wheelbarrow Profits and Family, Food and the Friars, and graduated from IPEC (Institute for Professional Excellence in Coaching) where he earned his designation as a Certified Professional Coach. He currently resides in St. Augustine, Florida with his beautiful wife Julia and their six children.

KEY TAKEAWAYS

1. You have to look at everything from the investor's mindset. That means utilizing leverage, liquidity and control.

2. Start with the "Why?". If you have reasons and clarity they will reap rewards.

3. When you're managing a property you need to be in constant contact with the management company. Weekly calls and "pulse" emails containing KPIs.

4. Every property should have it's own management budget.

5. What are your core values? Use these when hiring staff, using vendors and working with partners.

6. You need to know the market. Know the expenses, taxes and operating costs.

7. Speak with community bankers and property managers to learn about the market and gain knowledge on the market and costs.

8. It's a "people business". Tenants leave due to bad customer service and bad landlords... not rent increases.

9. Turn into that fear and head into it, despite having it.

10. Challenge your limiting beliefs.

BOOKS

Limitless by Jim Quick - https://www.limitlessbook.com/

The Go-Giver by Bob Burg - https://www.amazon.com/Go-Giver-Expanded-Little-Powerful-Business/dp/1591848288

Never Lose a Customer Again by Joey Coleman - https://www.amazon.com/Never-Lose-Customer-Again-Lifelong/dp/0735220034

Think and Grow Rich by Napoleon Hill - https://www.amazon.com/Think-Grow-Rich-Napoleon-Hill/dp/0449214923

Honeybee by Jake and Gino - https://jakeandgino.com/honeybee/

LINKS

https://jakeandgino.com/

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When we talk about single family, we're talking about anything in the residential space, typically anything under five units, and multifamily refers to over 100 units or more. This week we're wrapping up our 4 part series on single family vs multi family and diving into: the benefits of single and multifamily, how these asset classes are valued and how quickly you can scale up your portfolio.

KEY TAKEAWAYS

1. Commercial property is based on NOI (Net Operating Income) which is net operating income minus expenses. You can increase the value of the property by decreasing expenses or increasing the income of the property.

2. If you decrease the expenses of a commercial property by $1 at a capitalization rate of 5% then the value of that property goes up by $20 by every $1 earnt or saved.

3. Capitalization Rate - The annual rate of return on a commercial property bought with 100% cash. Example: A 5 cap equals a 5% return.

4. You must focus on due diligence. It can be harder to carry out proper due diligence on a single family property and just buy a commercial block.

5. With single family you can renovate a property and sell it to a homeowner who will pay the highest price, plus you can manage the property to your liking.

6. If you're looking for control, then go the single family route. If you want to be a passive investor, then go the multi family route.

LINKS

Learn more about investing with Steven at

https://theinvestormindset.com/invest

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Tim Bratz, founder of Legacy Wealth Holdings, was drawn to real estate because he saw the long term benefits of a solid investment. Tim began his career in the competitive New York City real estate market working as a broker leasing ground floor retail units. Here, he saw the true potential of real estate to transform lives.

Although Tim was limited in means, he spent his time reading, attending workshops, and networking with accomplished entrepreneurs learning that being resourceful was the ultimate path to becoming successful. Today, Tim still uses this formula for success, which all starts with being resourceful and having the right mindset.

KEY TAKEAWAYS

1. You can find deals by contacting sellers via direct mail, dialing for dollars and face to face.

2. Commercial real estate avoids emotional conversation you might have with single family.

3. Don't try to force a deal. If people want to sell, they will sell.

4. Find deals with owners who really need to sell: Smart entrepreneurs and mature owners.

5. Success boils down to happiness and, more importantly, helping others achieve success.

BOOKS

Twelve Pillars by Jim Rohn - https://amzn.to/2Yb0oRN

Magician Vs. Mule: The Ultimate Guide to Lifestyle, Wealth, and Freedom by Mark Evans - https://amzn.to/2Y9VJiG

LINKS

https://www.facebook.com/CommercialEmpire/

https://www.instagram.com/timbratz

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This week we're diving into part 3 of our Single Family VS Multifamily mini series and asking: What are the benefits of Liquidity in an investment?

There are some clear pro’s and con’s to each. Yet what’s most important is being clear upfront which one is right for you. Maybe you want to step off the rollercoaster of emotion and invest in an asset for the long term or perhaps it’s more important that you can sell quickly. All this and more covered in episode 125!

KEY TAKEAWAYS

1. Single family is more liquid because it sells faster than multifamily

2. If you need to free up cash quickly then single family is for you

3. Multifamily is a more stable investment because it can't be sold quickly in a panic.

4. Removing the emotional component is key - so knowing yourself & your goals first will help you reach success

5. Trust operators with your investment. They only get paid if you do!

LINKS

Learn more about investing with Steven at https://theinvestormindset.com/invest

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How can you find your niche? Our special guest Cris Chico provides some inspirational advice on how we can find what we naturally excel at and use that unique ability to become who we want to be and what we want to be. He also takes us through how he became so successful in the virtual real estate niche. This is an inspiring episode that you don’t want to miss!

BOOKS:

The Ultimate Sales Letter - Dan kennedy

https://www.amazon.com/Ultimate-Sales-Letter-Attract-Customers/dp/1440511411

LINKS:

https://crischico.com/

https://www.youtube.com/user/flipanywhere

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In this episode we’re going to be looking at income streams, the ability to diversify and some of the benefits of management within each of these types of assets classes. 

Do you have the time to self manage? What are the 3 key ways to find diversification when investing? What's the upside of one building, with one maintenance team and one type of finish? All these questions answered and more on episode 123!

Learn more about investing with Steven at https://theinvestormindset.com/invest

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Matt Faircloth has been a full-time investor for 15 years. He is co-founder of the DeRosa Group, a real estate investment company that specializes in buying and renovating residential and commercial properties, and is the author of Amazon best-seller: Raising Private Capital.

Matt and his wife, Liz, started investing in real estate in 2004, and since have extensive expertise in connecting passive investors to lucrative investment opportunities through syndications, private loans and joint ventures. They have completed over $40,000,000 in transactions using private money.

Matt’s driving purpose is the joy and challenge of what it feels like to do his best, as well as his drive to be an inspiration to his kids.

BIG TAKE-AWAYS:

1. Own who you are - you’re not going to please everyone
2. Focus. Stay in your lane
3. You need to know what your “risk tolerance” is
4. Do your own research! Remember, trust - but verify

RECOMMENDED BOOKS:

1. Conversations with God - Neale Donald Walsch (https://amzn.to/3cCv0jE)
2. Raising Private Capital - Matt Faircloth (https://amzn.to/3dUXUMp)

Keystone Habits:

1. Miracle morning (workout, meditate, journal)
2. Revisit goals daily
3. Plan the day everyday

Links:

• https://theinvestormindset.com/liz-faircloth/
• www.derosagroup.com
• Text “Derosa” to 66866

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In this episode we define the terminology of "single family" and "multifamily" investing and explore which one is best for you and your unique situation. Jump into this episode with me and let's learn what the cost of direct ownership is and... how you can get started!

Learn more about investing with Steven at https://theinvestormindset.com/invest

BIG TAKE-AWAYS:

1. Single family is great when you want more control
2. You can get started much faster with single family investments
3. If you lack experience then investing in multifamily can be safer

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Brandon Turner is the founder of Open Door Capital LLC, VP of Marketing for BiggerPockets, and a best-selling real estate author worldwide. Over the past decade, Brandon has established a strong track record investing in multifamily, including apartments and mobile home park assets. In addition to his accomplishments investing and publishing, Brandon is also host of the BiggerPockets podcast, which is the most downloaded real estate podcast in the world.

Brandon achieved financial independence at age 27 and currently resides in Maui with his wife and two children. He has several driving purposes: he started with the ambition to be successful enough that he had the time freedom to be present in every moment in his kids lives, plus have the freedom to travel.

Today his driving purpose is to find happiness through continuing to chase the moving target of success.

Learn more about investing with Steven at https://theinvestormindset.com/invest

BIG TAKE-AWAYS:

1. Real estate is a hustle business
2. You MUST have knowledge of your subject in order to raise money
3. You can be conservative, but you can’t ALWAYS take the most conservative approach
4. Present yourself (your business / website /etc) the way you want to be received. Pay attention to detail, it matters!
5. Have a VIVID vision of where you want to be

RECOMMENDED BOOKS:

1. Unscripted - MJ DeMarco (https://amzn.to/2Z0uKHr)
2. Profit First - Mike Michalowicz (https://amzn.to/2MX3DpZ)
3. Deep Work - Cal Newport (https://amzn.to/2oxi2Qh)
4. Rich Dad Poor Dad - Robert Kiyosaki (https://amzn.to/2PNWhsz)
5. The Wealthy Gardener - John Soforic (https://amzn.to/3cBcEzu)
6. Vivid Vision - Cameron Herold (https://amzn.to/3bANxeS)
7. Traction - Gino Wickman (https://amzn.to/2PTWn1Z )

Keystone Habits:

1. Wake up at the same time every day
2. Creates a weekly “battle plan”
3. Tracks habits (has a checklist)

Links:

• www.instagram.com/beardybrandon

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Smart Leverage in Real Estate offers you control, that you can't find through Stocks or other forms of Paper investments. These are especially available in Multifamily, as typically banks take on 65-85% of the cost of a property. As an owner you're in control of this property's destiny and therefore in control of your investment future. Plus, listen to the example of how a leveraged return dramatically increase the overall ROI on an investment deal. The key here is using Smart Leverage, as Robert Kiyosaki preaches. Make sure your operation team is in control of your investments when using leverage.

BIG TAKE-AWAYS:

1. Smart leverage can greatly increase your returns
2. Only use leverage when you have control
3. Educate yourself! Education on a subject = power

RECOMMENDED BOOKS:

1. Increase Your Financial IQ - Robert Kiyosaki (https://amzn.to/2zxOLKF)

Links:

• www.theinvestormindset.com/multifamily

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Arlan Hamilton built a venture capital fund from the ground up, while homeless. She is the Founder and Managing Partner of Backstage Capital, a fund that is dedicated to minimizing funding disparities in tech by investing. Started from scratch in 2015, Backstage has now raised more than $10 million and invested in more than 130 startup companies led by underestimated founders.

In words of Mark Cuban - "Arlan’s story speaks to all the would-be entrepreneurs and dreamers out there. "Those of us who are different can rule the business world and no one can stop us."

Arlan’s purpose is impact. That’s it. She is truly devoted to the helping the underserved achieve the “impossible” and changing the world for the better.

BIG TAKE-AWAYS:

1. Look where nobody else is looking (there is huge value in the “forgotten” or underrepresented)
2. Get in the field and start doing the work, don’t just sit on the sidelines
3. Stay the course
4. Mentorship doesn’t have to be in-person, find it through books, podcasts, and other digital resources

RECOMMENDED BOOKS:

1. It’s About Damn Time - Arlan Hamilton (https://amzn.to/3fTVxuQ)
2. Venture Deals - Brad Feld (https://amzn.to/2yQHSnV)
3. The Memo - Minda Harts (https://amzn.to/2yZt7z3)

Links:

• www.backstagecapital.com
• https://www.itsaboutdamntime.com/

Keystone Habits:

1. Writes “headlines” for herself
2. Reads and researches her markets
3. Disconnects at 6pm / stops working to maintain balance

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Tax Savings With Real Estate Investing are one of the big benefits that are hard to find in other types of investments. Did you know that multifamily apartment investments have some of the highest tax benefits in real estate investing? Join us today for a quick overview of the top 3 tax advantages of multifamily investing!

BIG TAKE-AWAYS: 

1. Always consult your attorney and CPA about how/if you can take advantage of tax advantages
2. Multifamily assets have many tax advantages
3. Passive investments are taxed at a lower rate than active
4. Three things to dive into with your CPA or attorney: Depreciation, Cost-Segregation, The Tax-cut and jobs act of 2017, The passive income tax rate

Links: 

• www.theinvestormindset.com/multifamily

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John Casmon founded Casmon Capital Group, and since then the company has helped families invest in over $90M in multifamily apartments to create generational wealth and impact. John hosts the Target Market Insights podcast, and is the co-founder of the Midwest Real Estate Networking Summit.

In his previous life, he held budget and campaign accountability for Fortune 500 companies including General Motors and MillerCoors.

John’s driving purpose is to leave a legacy for his family and the people he cares about. His upbringing and experience of financial hardships when he was young have driven him to work even harder to ensure that his family doesn’t have the same experience he did.

BIG TAKE-AWAYS:

1. Adversity can be an excuse OR it can be your driving force
2. You have to know your own limiting beliefs before you can get started
3. The 6 C’s: Confidence, Credibility, Connections, Channel, Communications, Consistency
4. Understand your audience and who your “investor avatar” is

RECOMMENDED BOOKS:

1. Relentless - Tim S Grover (https://amzn.to/2z09FlA)

Links:

• www.casmoncapital.com/sampledeal

Keystone Habits:

1. Structured Journaling
2. Creating weekly goals
3. Wake up early

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There’s nothing wrong with investing in single family homes - but if you plan to continue growing your investment portfolio (or if you haven’t started a portfolio yet!) you’re going to want to take a few minutes and hear some of the huge benefits of investing in multifamily.

BIG TAKE-AWAYS:

1. Multifamily investment properties offer several benefits over single-family properties
2. You can spread (reduce) risk with more units (single family vs. 100-units for example)
3. It’s super important to work with an operator (or active partner) who has experience
4. Banks view multifamily assets as more secure

Links:

• Instagram.com/steven.pesavento
• www.theinvestormindset.com/multifamily

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Rachael Rapinoe is a serial entrepreneur and retired professional athlete who’s focused her attention on building business as the CEO of Mendi.

Rachael brings extensive experience competing and training with elite athletes, truly understanding the human body and the role recovery has in performance. She has used these skills to successfully pivot into the business world where she’s run multiple successful companies.

As one of six children, Rachael learned teamwork and hard work from a young age, and she is still driven by the purpose of providing for her family and making sure they’re provided for.

BIG TAKE-AWAYS:

1. Get obsessed! If you’re not in love with some aspect of your business you may need to re-evaluate
2. You can’t do it alone. Find the right people to fill gaps in your business and let them work
3. Don’t go into partnership with anyone who doesn’t bring equal passion to the project
4. Have KPI’s so you can track your wins!

Keystone Habits:

1. Always finds time for movement (exercise) everyday
2. Fuels her body (eats for nutrition)
3. Meditation
4. Protects balance in her life

Links:

• www.themendico.com
• hello@themendico.com

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Did you know that 1 in every 5 Millennials never plan to buy a house? As a real estate investor this could sound like a bad thing - but today’s episode is just the first peek into the world of MultiFamily investing, and why it might be exactly the asset class you should look at!

BIG TAKE-AWAYS:

1. People are choosing to rent rather than buy now more than ever
2. Multifamily rent has held strong in recession as well as growth
3. 1 in 5 Millennials say they plan to rent forever

Links:

www.theinvestormindset.com/multifamily

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Corey Peterson is the owner of Kahuna Investments, where he strives to provide his investors with stable cash flow returns and long-term capital appreciation through multi-family apartments. Corey has managed and acquired over $95 million in real estate across the country.

Corey is also the author of “Copy Your Way To Success - Standing on the Shoulders of Giants”, and the host of the Multi-Family Legacy Podcast. He speaks around the country on this subject, and has spoken at places including Harvard and Nasdaq, plus he is frequently featured on FOX, CBS, ABC, and NBC affiliates.

Corey wants to be able to be a “supplier of fun” and have a positive effect on many lives, plus the ability to choose his own path. His definition of success closely aligns with this purpose.

BIG TAKE-AWAYS:

1. People are looking for investment opportunities outside of the stock market
2. Think outside the box when it comes to raising capital - it might not be where you think
3. It’s ALL about building really good relationships
4. It just takes work (focused work)
5. Build rapport BEFORE giving any numbers

RECOMMENDED BOOKS:

1. Rich Dad Poor Dad - Robert Kiyosaki (https://amzn.to/2PNWhsz)
2. The Richest Man in Babylon - George S. Clason (https://amzn.to/2SzoYIT)
3. Copy Your Way To Success - Corey Peterson (https://amzn.to/35dGMOI)

Keystone Habits:

1. Family is always first

Links:

• https://multifamilylegacy.libsyn.com/
• https://kahunawealthbuilders.com/

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Today’s episode is unique - it’s a glimpse into a powerful 30-day REI Action Challenge designed to help you focus on creating massive action and growth in your business (and life!) through understanding your unique abilities and what gives you energy.

BIG TAKE-AWAYS:

1. Get rid of the things in your life that take away energy
2. Just because you’re good at something doesn’t mean it energizes you (or that you ought to do it!)
3. Skills are developed - they take time and practice
4. Take the time to find your energy-giving activities & are natural abilities

Links:

www.theinvestormindset.com/challenge

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Rich Fettke has helped thousands of entrepreneurs improve their businesses, grow their wealth, and live more fulfilling lives as a Business and Personal Coach. You’ve seen him on News Networks like NPR, Wallstreet Journal and many others. Rich is also Co-CEO of Real Wealth Network. Since 2003 they’ve helped over 50,000 members improve their financial intelligence and acquire cash flowing income properties — so they don’t have to work forever.

Rich’s purpose is to live an awesome life by “walking the walk and talking the talk” - essentially living his life in alignment with his big goals.

BIG TAKE-AWAYS:

1. Inspect EVERY single unit! (do your homework thoroughly)
2. Trust, but verify
3. Collaborate with other people in your industry to learn best-practices
4. Learn to adapt the the present circumstances
5. Know your “Big 3” goals

RECOMMENDED BOOKS:

1. Traction - Gino Wickman (https://amzn.to/2PTWn1Z )
2. The Way of the Superior Man - David Deida (https://amzn.to/2ZAouYm)

Keystone Habits:

1. Morning meditation, yoga, and exercise
2. Has a professional coach
3. Every Monday fills out “Self-Coaching” form
4. Super clear on goals

Links:

• www.Realwealth.com

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In this episode Steven goes over what he is doing in his investing business during the COVID-19 crisis, and some key tips to decide how you’ll handle the crisis in your own business.

BIG TAKE-AWAYS:

1. Understand how your model of investing is affected by market changes
2. Make sure you have multiple exit strategies in mind
3. Spend plenty of time building your skills specific to your field
4. Don’t operate off an outdated set of assumptions

Links:

• Instagram: @stevenpesavento

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In this episode Steven goes over why NOW is the time we need great leaders, and why you need to be a leader, regardless of if you’re leading a team, or just leading yourself.

BIG TAKE-AWAYS:

1. Leaders push forward, even through difficulty
2. You need to be a leader, even if it’s just for yourself
3. Know when to pivot, or to dive deeper
4. Action action action!

Links:

• www.theinvestormindset.com/challenge

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Todd Dexheimer, CEO of Venture D Properties, LLC has spent years learning the “secrets” to success. Since 2008 he has purchased and renovated roughly 800 units. He’s completed over 150 flips, including a 20 unit mobile home park, a ski resort, and a 15 unit apartment complex.

These days Todd owns approximately $35 million in real estate comprising 550 units and 25,000sqft of office and retail space located in 5 states (Minnesota, Wisconsin, Kentucky, Ohio, and Tennessee). His focus is on syndicating value-add multi-family properties in emerging markets.

Todd’s purpose is to impact people’s lives in a good way, and today he is also the host of the podcast Pillars of Wealth Creation. Mentors have been a huge part of his success, and he’s doing his part to be a mentor to other real estate investors.

BIG TAKE-AWAYS:

1. Growth doesn’t happen overnight
2. Often (to reach success) you just have to get out of your own way
3. You can’t prepare forever, you MUST take action
4. Success in the long-term is often about fulfillment
5. Finding a good mentor comes from adding value & building relationships

RECOMMENDED BOOKS:

1. How to Win Friends and Influence People - Dale Carnegie (https://amzn.to/2Q7b6Xx)
2. Multi-Family Millions - David Lindahl (https://amzn.to/2Rza7gJ)

Keystone Habits:

1. Reading
2. Listening to books / podcasts
3. Exercise & healthy eating
4. Family time
5. Time blocking

Links:

• www.venturedproperties.com
• Linkedin: https://www.linkedin.com/in/dexproperties/
• Facebook: https://www.facebook.com/todd.dexheimer

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What’s easy to do is also easy not to do. Whether you’ve heard that statement before or not, it’s true, and it’s SO important. It’s easy to get bogged down in the daily grind and completely forget about those simple, but SUPER important fundamentals that got you to where you are today! Take a minute now, hop into the episode, and refresh the things that are really important! 

BIG TAKE-AWAYS: 

1. It’s easy to slip into a rut and forget to focus / work on the important things
2. MOVE your body! Keep strong focus on your physical and mental health for peak impact
3. Focus on the bottom line FIRST (the real profit)
4. Never stop investing in growth and improvement

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Working smarter, and believing in your path are two huge keys to having a successful business. Sometimes seeing is believing - if you’ve ever felt that way you might want to join us today. Mark Podolsky, “The Land Geek”, owner of Frontier Properties joins Steven to walk through his path through investing, his philosophy on success, and knowing yourself.

Mark also shares the importance of creating habits and actions that support your goals - want to know the secret? (spoiler alert, I just told you).

Mark’s purpose is to be a good ancestor. He wants to leave a great legacy for the generations that come after him, and a story of strong relationships and deep meaning.

BIG TAKE-AWAYS:

1. Know yourself and what motivates you
2. Grit develops through hardship
3. You have to build up your “frustration” tolerance
4. Be present in every moment

RECOMMENDED BOOKS:

1. Mindset - Carol S. Dweck ( https://amzn.to/2WundPH )
2. The Second Mountain - David Brooks (https://amzn.to/2LDhot2)
3. Words That Change Minds - Shelle Rose Charvet (https://amzn.to/2QxXT7U)

Keystone Habits:

1. Meditation
2. Work out everyday
3. Connects with family & friends in some way

Links:

www.thelandgeek.com/investormindset

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Does it ever feel like you’re the only person in the world dealing with the challenges you’re dealing with? Join us today to learn 3 reasons why getting plugged into the power of community now, which is critical to prolonged success and happiness.

Community is everywhere. Online we have the power of being connected to communities around the world. To those going through the same challenge we’ve faced ourselves. Today I challenge you to step into a powerful community. And to step up to lead, by jumping in with both feet, even when so much is unknown.

BIG TAKE-AWAYS:

1. Surround yourself with people who’re going after greatness
2. Community is critical
3. You don’t need to do this (anything) alone

Links:

www.theinvestormindset.com/webinars

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Kyle is the founder of Jim Rohn International and He’s worked with the top names in the personal development industry including Og Mandino, Brian Tracy, Les Brown, Darren Hardy, and many others. He spent his early days filling huge seminar rooms, launched and published multiple personal development publications with over a million subscribers and has produced/published over 100+ hours of Training programs.

He now does high-end coaching & consulting, host the Kyle Wilson Inner Circle Mastermind and has helped over 200 people became #1 Best Selling Published Authors, hitting multiple #1 Best Selling books.

BIG TAKE-AWAYS:

1. Building anything is going to take time
2. Have a plan, but be prepared to pivot along the way
3. You can’t copy exactly someone else’s plan and be successful, you have to know what works for you too. Know yourself and your specific strengths
4. Provide value first

RECOMMENDED BOOKS:

1. Think & Grow Rich - Napoleon Hill (https://amzn.to/2PUpv9c)

Keystone Habits:

1. “Space” in the morning to set the tone of the day
2. Spiritual focus
3. Building relationships

Links:

• www.kylewilson.com
• www.kylewilson.com/podcast

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In this Episode Steven Pesavento gives it his all negotiating against the former FBI Hostage Negotiation Chris Voss in the famous “60 Seconds or She Dies” Drill.

You won’t want to miss even one minute of the action….

“My heart is pumping so hard right now” - Steven

In this episode you’ll learn:

• The TWO key strategies you must keep in every negotiation
• The ONE most important thing, nearly everyone forgets about when getting into a negotiation: Does the other side want to make a deal?
• And two more that you’ll need to listen through to the end to get!

RECOMMENDED BOOKS:
1. Never Split the Difference - Chris Voss (https://amzn.to/2A2QBjv)

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As a real estate investor, it doesn’t matter where you’re from. It doesn’t matter if you’ve taken a ton of “wrong” paths in your success journey.

Actually, today you’ll see how every piece of your story can be the exact fuel you need to drive your success.

Today we’re doing something a little different. Our own Steven Pesavento takes the guest seat on the Investor Mindset Podcast.

Hop in to hear more of his story. Hear how Steven gave up a "dream job" to jump into real estate, and how his childhood gave him that energy. You'll learn the key factors he’s used as rocket fuel to push him to success!

BIG TAKE-AWAYS:

• ➜ Turn your “excuses” into your motivation
• ➜ Take time to audit yourself, and find your super power
• ➜ When making money is your only (business) focus it’s SO easy to end up in a place totally out of alignment with your goals
• ➜ Finding a mentor is the fastest way to grow

RECOMMENDED BOOKS:

1. The Go-Giver - Bob Burg & John David Mann (https://amzn.to/34wNNJQ)
2. 4-Hour Work Week - Tim Ferris (https://amzn.to/2ZDZjU0)

Keystone Habits:

1. 4 “M’s”: Mindset, Meditation, Movement, Mapping
2. Chooses 3 daily focus items

Links:

www.theinvestormindset.com/morning

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What’s the ONE skill you probably already have right now that you’re not giving yourself credit for, and how does THAT skill make the biggest difference in your business and your life? That’s exactly what we’re talking about today, I promise it’s worth the time.

BIG TAKE-AWAYS:

1. We often overlook our biggest skillset
2. You cannot fail unless you stop trying
3. Failure is going to happen, but it’s our biggest opportunity to grow
4. Low-stakes rejection is great training

Links:

• www.theinvestormindset.com/values

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Chris Naugle has dedicated his life to being America’s #1 Money Mentor. His success includes managing over 30 million dollars in assets in the financial services and advisory industry and tens of millions in real estate business, with over 200 transactions and an HGTV pilot show since 2014.

Today he’s dedicating time to his driving purpose (gratitude, and showing people the way to financial freedom) by sharing his journey through entrepreneurship, near bankruptcy, and finally success, and the few key pieces he was missing before he found a mentor.

BIG TAKE-AWAYS:

1. You NEED mentors
2. Regardless of success, there are always times of downturn, plan for them
3. Become a problem solver
4. Don’t ever ask for money
5. Have multiple exit strategies

RECOMMENDED BOOKS:

1. The Private Money Guide - Chris Naugle (https://amzn.to/39QduqH)
2. The “501(k)” Plan - Tom & Mark Ford Dyson (https://amzn.to/2QcBa0C)
3. The Creature From Jekyll Island - G. Edward Griffin (https://amzn.to/2TZpK1w)

Keystone Habits:

1. Early morning routine: Prayer, push-ups
2. Very scheduled days
3. Has surrounded himself with mentors & people good at things he’s not

Links:

• www.Chrisnaugle.com
• www.Facebook.com/ChrisMNaugle
• www.instagram.com/chris_naugle

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What impact is The CoronaVirus having on the real estate market? Steven will be covering what you need to know when it comes to COVID-19 as a real estate investor or real estate agent.

👉👉 Join the Investor Mindset Facebook for more REI training at http://theinvestormindset.com/values

CORONAVIRUS EPISODE UPDATE:

What impact is The CoronaVirus having on the real estate market? Steven will be covering what you need to know when it comes to COVID-19 as a real estate investor or real estate agent.

The Coronavirus outbreak is spreading rapidly, as any pandemic virus will and nearly every industry is feeling the impact. Discover not only what could be done now to limit the impacts of Coronavirus on Real Estate, but also how it may affect real estate investing in the near future.

If you’re flipping houses, buying multifamily apartments or wholesaling, it's important that you plan accordingly for what could happen because of Coronavirus.

Plus most importantly, he’ll talk through how you should be thinking during this time. What kind of mindset you should have and what questions you can ask yourself to stay in a peak state.

We’ll cover what is COVID-19 doing to real estate investing?

How will Coronavirus affect the real estate market?

And more!

MORE INVESTING & MINDSET: 📱Instagram http://www.instagram.com/steven.pesavento

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How excited would you be if I told you I could help you avoid making one of the biggest mistakes people make in their business? If you join me today for this short episode I’ll let you in on the secret to keeping your momentum and avoiding this mistake. Spoiler alert: it’s MUCH simpler than you think, and you absolutely can do it!

BIG TAKE-AWAYS:

1. Be careful of “playing defense” once you’ve hit some success
2. Don’t let fear stop you from doing the actions that led you to success in the first place
3. You don’t have to lose your momentum!

Links:

• www.theinvestormindset.com/values

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Purdeep Sangha is widely known as “The Strategist For Men In Business” and teaches men how to become a Profit-Multiplying Powerhouse. His personal mission is to help men grow their businesses massively, increase their personal fulfillment in life and improve their relationships with their wives and kids.

Purdeep is the founder behind the movement #MenWhoWin, as well as “Men Who Are Mindful Alpha Males”. Before all of this he was a successful executive at multi-billion dollar organization before he walked into work one day and quit, cold turkey.

The son of immigrants, he has dedicated his life to living out the example they gave him in making the world a better place for his family, but also for as many people as he can. He says his personal motto is “to make the world a better place”.

BIG TAKE-AWAYS:

1. Having a “Plan B” can actually be a sabotage to your plan
2. Your personal life (happiness / unhappiness) directly affects your business life
3. Invest in yourself (and solutions) BEFORE you’re in trouble
4. Emotional Intelligence is extremely powerful

RECOMMENDED BOOKS:

1. The War of Art - Steven Pressfield (https://amzn.to/30UOZUg)

Keystone Habits:

1. Meditation
2. Exercise - pushing beyond limits
3. Healthful eating
4. Spends time with his kids in the morning
5. Reads every day

Links:

• https://purdeepsangha.com/podcast/
• https://purdeepsangha.com/

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Is it tough right now to keep moving forward? Struggle is a real thing in business, and it can be hard to stay encouraged to keep moving - especially in the middle of challenges. Here’s the secret, just don’t give up. If you need a little boost, join us today for a quick and encouraging little tidbit.

BIG TAKE-AWAYS:

1. You’ve got this
2. We grow stronger by going THROUGH the hardships
3. Don’t accept a low standard, push beyond where you think you can go

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Brent Daniels is a multi-million dollar real estate wholesaler based in Phoenix, Arizona. He’s the creator of TTP (Talk To People), a simple, low cost, and incredibly effective telephone marketing program. Brent has personally coached over 1,000 wholesalers enrolled in his “Cold Calling Mastery” training, and has helped 10,000’s of others who listen to him host the Wholesaling Inc. podcast, watch his YouTube channel, and attend his live events.

Brent says that untapped potential is one of the worst things he could imagine, so his purpose every day is to make sure he reaches his own full potential.

BIG TAKE-AWAYS:

1. Don’t ever STOP! Keep up some sort of positive action, even when it gets tough
2. Take action first. Don’t wait on education
3. Take it one step at a time
4. Stay hungry!

RECOMMENDED BOOKS:

1. The Go-Giver, Bob Burg & John David Mann (https://amzn.to/34wNNJQ)
2. The Financial Matrix - Orrin Woodward (https://amzn.to/3caJ983)

Keystone Habits:

1. Responds to every message he’s received every day
2. Strengthen mindset
3. Exercise at least a few times a week
4. Starts at zero every day

Links:

• https://www.talktopeople.com/
• https://www.youtube.com/channel/UC-6z7xoEAfF885Up9axEKKw
• https://www.wholesalinginc.com/podcast/

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Time is one of our most fleeting assets, so take advantage of it today by tuning into this quick, powerful episode. Steven shares 3 things you can do, right now, to really kick up your real estate success game

BIG TAKE-AWAYS:

1. There is massive power in learning to say “No” to things not in alignment with your goals
2. It’s super critical to have a clear “to-do” list of the money making activities in your business
3. Surround yourself with people doing amazing things so you can challenge yourself forward

Links:

www.theinvestormindset.com/values

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Leah Gervais is the Host of Your Biggest Vision Podcast, and the founder of Urban 20 Something. She works with ambitious, budding entrepreneurs all over the world helping them to monetize their existing passions and experiences by packaging them into transformative products and services, and to build their businesses from their laptops with strategic marketing.

She’s developed a mindset to break through challenges to build an incredible life. She believes mentors are incredibly important, because they’ll show you what’s possible when you may not be able to see it yourself.

Leah’s purpose is to make her father proud through carrying out what she believes is her divine assignment to make the absolute most out of herself and her life.

BIG TAKE-AWAYS:

1. Life doesn’t have to be structured after a 9-5 job
2. Learn how to ask better questions: Instead of “this can’t happen”, say “how can this happen”
3. Understand your own unique fears so they can’t hold you back
4. Fear often happens when values conflict

RECOMMENDED BOOKS:

1. The Science of Getting Rich - Wallace D Wattles (https://amzn.to/311mUvi)

Keystone Habits:

1. Mindset: Reads, writes down wins & gratitude, schedules
2. Keeps herself physically in good shape: Exercise / sleep / diet

Links:

• www.urban20something.com
• www.instagram.com/urban20something
• help@urban20something.com
• https://podcasts.apple.com/us/podcast/your-biggest-vision/id1451606271

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This is the big question: What Leads To Massive Business Growth and In Life?

The answer is simple. First we must understand how we are doing in our business and how we’re doing in our life? It’s through this self discovery process and measurement that we see the solutions to making big change happen. This is one part of the solution. Checkout the free Masterclass to go deeper.

Get Your Free Masterclass Access: www.theinvestormindset.com/values

Checking in with yourself in life and business can be the key to success - see just how simple and powerful this can be!

BIG TAKE-AWAYS:

1. The more times we check-in on our categories the more opportunities we have to pivot/make a change
2. Commit to improving one area / life category
3. Reviewing / checking in with yourself is SO important to getting where you want to go

Links:

• www.theinvestormindset.com/values
• www.instagram.com/stevenpesavento