CashFlow Pro: Recent Episodes
Casey Brown
CashFlow Pro helps you find an approach to real estate investing that works for your needs in these uncertain economic times. We look at all facets of real estate investing, from insurance to lending and everything in between. We have spent years moving & adjusting the pieces in an effort to learn and lay a foundation to build a structure that focuses on helping investors maximize returns without exposing them to the elements of unnecessary risk. By teaching and learning a balanced approach of acquiring high cash flow assets, coupled with lower risk, medium cash flow assets to strike a chord of balance between profit & risk for our investor partners. Our listeners, as well as our investor partners' success is our main goal. With this goal in mind we will strive everyday to provide transparency, security & accountability for every dollar we are trusted with. Find your flow, Casey Brown - CEO/Founder of 3000 Capital - www.3000capital.com - Casey@3000capital.com
In the 175th episode of Cash Flow Pro, we talk with Peter Politis, the partner at Greybrook. Peter is an equity professional with extensive experience structuring, financing, and managing investments. He also serves on the boards of several companies. With more than 18 years of real estate development experience under his belt, he is here to teach us the process and how you can get into it!
In this episode, we discuss the following:
- Development as a service business
- Value add business
- Weighing risk and reward
- The future of real estate development
- The “living experience.”
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://ca.linkedin.com/in/peterpolitis
https://greybrook.com/
In this episode of Cash Flow Pro, we talk with Erin Hudson, co-founder of Quattro Capital. Erin got started in real estate back in 2015 after private practice. Her mission was to be in a more advantageous tax position, which is when she found real estate. Erin was hungry to get in the game and creatively started investing in the single-family through the “mailbox money” technique. She later invested in multi-family, and the rest is history.
In this episode, we discuss the following:
- Prioritizing states that are owner friendly
- Creatively financing and sourcing deals
- Celebrating the wins
- Sourcing “win-win” situations
- The power of influence
- Thinking out of the box!
- Strategizing
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.thequattroway.com
https://www.linkedin.com/in/dr-erin-hudson-550904a
@erin_hudson_7
In this episode of Cash Flow Pro, we talk with Stewart Beal of Beal Properties. As a teenager, Stewart’s father would bring home some construction and business magazines, providing him with education on real estate at an early age. It was then he realized people were building wealth, and he was eager to start himself. In 2002 he officially began his journey. It was in the 2008 foreclosure crisis hit that he began to buy up to 50+ properties. He used his construction business to help finance. Eventually, his role in real estate developed, but his success was imminent.
Beal Properties is now focused on property management, and they buy 2-3 small deals and real estate syndications on apartments and commercial office buildings.
Today, Stewart is here to dive into strategies he used or is implementing today on investing in real estate effectively and successfully!
In this episode, we discuss the following:
- Investing according to your state
- What to look for as a passive investor
- The need for communication
- Understanding the demographics of your investment area
- Different real estate investment strategies
- Managing discrepancies
If you are interested in learning more about this topic, make sure to like, comment, and subscribe to the Cash Flow Pro channel!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.gobeal.com
In the 172nd episode of Cash Flow Pro, we talk with Damion Lupo, founder of The eQRP Co. Damion has been a real estate investor and entrepreneur for 25 years. He was bit by the entrepreneurial bug early in life when he started his first business at 11. After that, he created a successful book club that quickly outperformed his university’s bookstore. Eventually, Damion fell into real estate in the late 90s and began to build a successful portfolio.
Like many others, Damion realized the importance of preparedness and understanding the difference between self-worth vs. net worth. He founded The eQRP Co to help people create wealth through syndication for over a decade. His goal is to help others prepare for retirement and the unexpected through real estate investments.
In this episode, we discuss:
- Using your retirement dollars for your future
- Debt in real estate
- The future of the real estate market
- The fed and its actions
- Interest rates – is the past repeating itself?
- Predicting the real estate market
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.linkedin.com/in/damionlupo
“Practice makes progress….”
In this episode of Cash Flow Pro, we talk with Gino Barbaro, co-founder of Jake & Gino, a vertically integrated real estate company that controls over 225M in assets. Gino is an operator, mentor, and multi-family investor. He is passionate about teaching others about buying, financing, and managing the right way. Today he will speak to us about how he became a multi-family entrepreneur, and you can too!
In this episode, we discuss the following:
- Responsibility
- Time investments
- Capital raising
- What do investors want?
- Education and practice
- The future of the rental real estate market
- Owning assets
- Consumerism
If you want to learn how to become a multi-family entrepreneur, don’t miss out on this episode!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://jakeandgino.com
https://www.linkedin.com/feed/
https://www.instagram.com/jakeandgino/
https://twitter.com/JakeandGino
In the 170th episode of Cash Flow Pro, we talk with Randy Langenderfer from InvestArk Properties, LLC.
Randy has many hats. He has 25+ years of various corporate leadership experiences, mainly in the risk and governance areas. He serves as the Chief Compliance and Audit Officer for a large academic medical institution in Houston, TX. He has a bachelor’s degree in Accounting, Information Systems, an MBA in Finance, and is a CPA. Randy is also a husband, father, and grandfather.
Randy’s first real estate experience was as a private money lender for single-family remodeling. He later personally invested in a duplex before starting to grow his passive investment portfolio and later investing as a general partner. Today, Randy has invested in over 4,000 units and will tell us why looking into new assets is always a good idea.
In this episode, we discuss the following:
- Consider market diversification
- What is considered passive investing?
- Finance vs. real estate
- The way to make deals is by networking
- Industrial real estate
- The Houston real estate market
- The story behind the asset
- Active and engaging presentations
- Communication and transparency
- What makes passive investors “’ tick”
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.invest-ark.com
https://www.linkedin.com/in/randy-langenderfer/
In this episode of Cash Flow Pro, we talk with Elena Neely of Andover Holdings and My Seattle Realty. Elena has been in real estate for 18 years and owns a brokerage firm. She has an MBA in International Finance and believes in passive investing. Her experience in rental properties, re-furnishing, and the Seattle real estate market makes her the perfect candidate to understand real estate from a holistic point of view!
In this episode, we discuss:
- Dealing with tenant-friendly states
- The Seattle real estate market
- What to look for in a sponsor
- The current real estate market
- Property management and providing a service
Make sure you like, comment, and subscribe to get all the real estate information you need to build your dream portfolio!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.andoverholdings.com
https://www.linkedin.com/in/elena-neely-9055613/
https://www.instagram.com/elenaneely/
In this episode of Cash Flow Pro, we talk with Samuel Weiner Langdon Title. Samuel was born and raised in New York. He attended Indiana University’s Kelly school of business and graduated with a dual major in business management and international trade. After college, his first job was with a recruitment firm – his career was to sometimes do head hunting for firm clients but focused on sales and business development. When head hunting property managers for a family friend, he was introduced to the concept of title insurance. He did not look back.
Today, Samuel is here to tell us about the title insurance role within real estate, why it is always a relevant service, and how it could be an exciting career path to investigate!
In this episode, we discuss the following:
- What is title insurance, and why do you need it?
- Title Insurance differs in each state..
- What does title insurance cover?
- Understanding title ownership and the role it plays in real estate deals
- The current title insurance market
- The importance of education in the title world
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.langdontitle.com
https://www.linkedin.com/in/samuel-weiner-3a10a3117/
https://www.instagram.com/sweiner14/
In this episode of Cash Flow Pro, we talk with Jacob Vanderslice, co-founder of VanWest Partners. Jacob has been investing in real estate since 2005. What began as a real estate hack and single-family fix-n-flips became a full-fledged self-storage investment firm. Today, Jacob will teach us about the ins and outs of self-storage and why you should consider it a great way to diversify your investment portfolio.
VanWest Partners is a real estate investment company based in Denver, Colorado. They specialize in the acquisition, development, and management of self-storage facilities. They are leaders in both commercial real estate and our local communities, providing superior returns to our investors.
In this episode, we discuss the following:
- Self-storage forecast
- Risks in self-storage real estate niche
- The typical self-storage customer
- Developing a competitive self-storage business
- Property management
- The future of Self-storage
If you are interested in learning more, like, comment, and subscribe!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- vanwestpartners.com
In this episode of Cash Flow Pro, we talk with Ashton and Christopher Levarek, founders of Valkere Investment Group.
Ashton got out of high school and became a coast guard before joining the military. In 2018 he was looking forward to retirement and focusing on his family but most importantly, he wanted to work for himself and be able to ensure a good life for himself and his loved ones.
Chris went to college and realized he wanted to travel and finished his degree in the South of France. Once back, he joined the military and eventually became a fire fighter. Eventually he got into the IT business, and it was when he realized his 401K was not where he wanted it to be he began to investigate real estate.
Ashton and Chris became real estate partners and began investing on a duplex and grow their investment portfolio. Their goal was to avoid the W-2 lifestyle and ensure long-term wealth.
In this episode, we discuss:
- Learning the process and constructing a plan
- Commercial loans
- Building credibility through re-financing
- The process behind leaving the W-2 world
- Three ways in which to find the big deals
- Broker relationships
- Teaming up and partnering to success
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.valkeregroup.com
https://www.linkedin.com/company/valkere-investment-group
https://www.instagram.com/valkereinvestmentgroup
https://twitter.com/ValkereGroup
“8% of the American workforce are veterans” – Department of Labor
In the 165th episode of Cash Flow Pro, we talk with Tommy Stoner of the Special Operators Transition Foundation. The Special Operators Transition Foundation is a non-profit that helps special operation officers (green beret, navy seals, aviation regiment, CIA etc......…). They run a transition program to help them go from their current government or military position to an everyday fulfilling civilian life.
After 29 years in the military, Tommy retired from the army and started working in a Fortune 500 Company in data and analytics. During the pandemic, he stumbled into a friend’s capital investment company and mediated between him and The Special Operators Transition Foundation. This episode is about understanding what is needed to go from high-stress, pressure-induced work life and translating those critical skills into a rewarding career of choice.
In this episode, we discuss the following:
- What it means to take care of Veterans
- Military pay vs. civilian pay
- Transitioning skills into corporate skills
- Selling to congress
- The special operations community
- Purpose and teamwork
Check out this and our other videos if you want to learn more about real estate, entrepreneurship, and more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.sotf.org
https://www.linkedin.com/company/5190592
In this episode of Cash Flow Pro, we talk with Drew Wahlgren, Vice President of Investor Relations at MAG Capital Partners.
Drew has been a passive real estate investor since the early 2010s. Drew holds a Bachelor of Science in Finance from California State University at Hayward and was a risk analyst and program manager at Liberty Mutual Insurance Before joining MAG Capital Partners in 2018. Today he will share some of his know-how on triple net leases and real estate.
MAG is a private investment firm focusing on single-tenant, net lease development, and sale-leaseback structured transactions primarily in the industrial sector.
In this episode, we discuss the following:
- Triple net leases
- Passive investing
- The need to be aware of what is happening
- Tenants are customers
- Long-term tenants
- Credit ratings and cap rates
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.magcp.com
https://www.linkedin.com/in/drew-wahlgren/
“You do not make money when you sell. You make money when you buy!”
In the 163rd episode of Cash Flow Pro, we talk with Hans Struzyna, Real Estate Broker from The Gunderman Group. Hans grew up on the East side of Lake Washington in Seattle. He was always surrounded by family members involved in real estate on the commercial side. His path was slightly different. Before real estate, Hans was training for the Olympics rowing and went to Rio, representing the United States. Hans and his team got 4th place!
While training, Hans was involved in sales and learned a lot about the backend business process for real estate. Today, he will share his knowledge on how and why an Olympic athlete chose real estate to build and grow his wealth!
In this episode, we discuss the following:
- There is no better education than experience
- Cold calls
- The benefits of investing in a market near you
- The reality of the real estate market today
- Cost segregation and accelerated depreciation
- Credit Unions and dealing with banks for loans
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://hansandkristin.com/
https://thegundermangroup.com/
https://www.linkedin.com/in/hans-struzyna-02b6882a/
https://www.instagram.com/chiefsnah/
Today on Cash Flow Pro, we sit down with Margaret Kozlark of Noblivest to discuss the ins and outs of real estate and getting out of that 9-to-5 cycle. Margaret did everything she expected to get the degree, started climbing the corporate ladder, and got the corner office. After twenty years, she noticed that she did not like this path and wanted to ensure she could spend time with her children. Eventually, she found an opportunity to get into real estate and educated. Margaret is the perfect example of life, showing you how you choose to follow.
In this episode, we discuss the following:
- Investing with a 401K and directed IRA
- Real Estate Market vs. Stock Market
- The return OF capital
- Monopoly Strategies
- The Freedom STR Fund
- Make sure you are not a guinea pig
- Key entrepreneur traits
If you are interested in learning more about real estate, subscribe, like, and watch!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://noblivest.com/
https://www.linkedin.com/in/margaret-kozlark/
https://www.instagram.com/noblivest/
https://www.facebook.com/noblivest
In this episode of Cash Flow Pro, we talk with Sterling White of Sonder Investment Group. Originally from Indianapolis, Indiana, Sterling grew up in harsh living conditions. He was looking for a way to grow his wealth and read Rich Dad, Poor Dad. Sterling has been investing in real estate since 2009 and has dedicated his journey to helping others become successful in the real estate industry. His years of experience in buying and selling over 100 single-family homes and scaled personal portfolio to just under 500 units make him the perfect candidate to speak to on how no matter your background, real estate can help you build your legacy.
In this episode, we discuss the following:
- Choose your path
- Expose yourself to new experiences
- Using financial education as a weapon
- Re-wiring your software
- The multi-family problem
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://sterlingwhiteofficial.com/
https://www.linkedin.com/in/sterling-white-b8840763/
https://www.instagram.com/sterlingwhiteofficial/
“…Now I am a problem solver. That is what real estate investors are!”
In this episode of Cash Flow Pro, we talk with Bryan O’Neill from BKW Property Solutions. Before he started his real estate business, Bryan was in corporate sales for 25 years. He was like everyone else; success was directly tied to your studies. Bryan was always traveling to sell elevators and noticed how he was missing key family milestones. The corporate rat race was getting to him and affecting his family. This was the moment he decided to take on real estate. He hired a career coach, left his job after nine months, and found the right mentor to guide him on this new path. Nowadays, Bryan is focused on sharing his findings and helping others quit the 9-to-5 lifestyle and dive into real estate.
This episode will cover all things getting started in real estate and knowing how to find that crucial piece that makes you chase your dreams.
In this episode, we discuss the following:
- The need for and importance of teachers or guidance
- Measuring success
- Finding the direct route to your desired destination
- The reality of being a business owner
- Social media – exposing the reality
- Evaluating what you want to do
Don’t miss out on this episode if you are interested in learning more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
http://bkwpropertysolutions.com/
“When everybody is looking left, you have to go right!”
In this episode of Cash Flow Pro, we talk with Logan Freeman, co-founder, fundamental principal, and chief development officer of FTW investments. Logan went from farm boy to collegiate athlete to real estate investor. In the first year in the real estate industry, Logan acquired over 225 doors in a little over a year and completed a portfolio refinance, returning all the investor’s capital and maintaining positive cash flow.
In this episode, we discuss the following:
- Problem-solving can lead to success
- The value of work ethic
- Building your skill set
- Capital raising, relationships, and sales
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://ftwinvestmentsllc.com/logan-freeman/
In this episode of Cash Flow Pro, we talk with Blake Choisnet of www.BlakeChoisnet.com. Blake caught the real estate bug early on in his life and quickly noticed the benefits of remote investing. He house-hacked his first deal, and eventually, he was able to rapidly grow and scale his investments.
Blake is here to tell us how to grow a multi-million-dollar portfolio as a real estate investor and coach. His story is impressive, having accumulated a multimillion-dollar real estate portfolio himself within 18 months. His goal is to help others achieve both time and financial freedom.
In this episode, we discuss:
• Giving back to the community
• The positive side of single-family investments
• Recognizing scalable deals and the importance of due diligence
• Quantifiable terms and risk
• Investing in farming land
• Land vs. gold – which is the best investment?
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.blakechoisnet.com
https://www.linkedin.com/in/blakechoisnet/
https://www.instagram.com/blakechoisnet/
In this episode of Cash Flow Pro, we talk with Shannon Robnett from Shannon Robnett Industries. Shannon has been in real estate for over twenty-seven years. Shannon is a 5th generation real estate professional. This expertise allowed him to learn from his family and other real estate giants. With around $250M in construction projects covering the gamut from multi-family, professional office buildings to City halls, fire and police stations, schools, industrial and mini storage, He can shed some light on the “X” factor that allowed him to streamline the development process, maximizing returns for our investors.
Tune in on this episode to discover how you can scale your business on the shoulders of some of the most renowned real estate investors.
In this episode, we discuss the following:
- Out scaling your capabilities and adapting to it
- Solving for “X” – the missing element
- Investing like Warren Buffet – Why re-invent the wheel?
- Create partnerships that complement you
- The only short-cut you need is finding the right mentorship
- The power of getting a tax credit
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.shannonrobnett.com
https://www.linkedin.com/in/shannonrobnett
https://www.instagram.com/shannonrayrobnett/
https://twitter.com/Robnett01
In this episode of Cash Flow Pro, we sit down to talk to Travis and Sebastian Winfield, a father and son power duo taking the real estate world by storm. With their combined knowledge and years of experience in the real estate market and beyond, Travis and Sebastian understand the importance of financial literacy. Moreover, the importance of understanding all your investing possibilities at a young age. Today, the duo shares their real estate journey with us and the importance of financial literacy in youth and military education.
In this episode, we discuss the following:
- The California real estate market
- Investing in real estate while young
- Systematic similarities between the military and real estate
- Financial Health
- Buying to hold
- The reality of what happened in 2008 and how it affected real estate investors
- Predatory lending
- VA lending and unfair charges
If you are a young investor interested in learning how to start your real estate portfolio, this episode is for you!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.Thewinfieldgroup.org
https://www.linkedin.com/in/travis-winfield-58a50875/
Inland Wharf Brewing Co
In this episode of Cash Flow Pro, we talk with Noel Walton, Founder of JCORE Partners. Noel enlisted in the air force at 18 and, after six years, decided to attend college and get his degree. After graduation, he went into the army and eventually learned to fly black hawks. Finally, once the time came, he realized that he wanted to create time and financial freedom for himself and his wife. His first start in real estate was with his VA loan, which he rented for some cash flow. Today, Noel sits with us to discuss all things real estate and how military members can start and benefit from investing in the market.
‘Joint Chiefs of Real Estate or JCORE is a real estate investment team of active-duty military and veteran investors. They manage over $16 million in real estate assets and are dedicated to creating passive investment opportunities through commercial multi-family real estate in the Central Texas market from San Antonio to Dallas-Fort Worth, as well as Ohio. Investors.
In this episode, we discuss the following:
- VA Loans
- Avoiding capital gains
- Scaling your income through multi-family
- Networking for investors
- Why coaching is worth it!
- Presenting deals to potential KP’s
- Non-recourse loans
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.jcoreinvestments.com
https://www.linkedin.com/in/noel-walton-jcoreinvestments/
@jcore_investments
In this episode of Cash Flow Pro, we talk with Dan Handford, Founder of PassiveInvesting.com. Dan is a chiropractor by trade. He even started his clinic and grew it to four locations. While growing, he realized that as the cash flow came in, so did the taxes. While doing research on how to distribute his wealth better and deal with taxes, he decided to step back from the practices and invest in real estate with his wife. Dan will cover everything he encountered in his real estate journey, from education to raising capital and building wealth.
In this episode, we discuss the following:
- Strategically reducing the learning curve
- Raising capital and growing too fast
- Opening a dialogue with investors
- The use of printed materials
- Building a track record
- Buying the whole business plan
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.passivein
In this episode of Cash Flow Pro, we talk with David Kamara, Cape Founder of Sierra Capital. David is a multicultural entrepreneur. His mom is from Ukraine, and his dad is from Sierra Leon. After David’s dad finished his studies in Ukraine, they moved back to Sierra Leon. It was later that David moved to Michigan for college. After business school, he worked for an Industrial distributor and got into management consulting.
During this time, David traveled and worked for companies like Pepsi and Boeing, trying to help them operate better. While this line of work paid well and was stimulating, much traveling was involved, and it started weighing on him and his family. He was missing out on important milestones. This was when real estate got interesting, and they decided to buy single-family houses. Eventually, after 2008 they decided the best way to optimize their investment was by scaling up to multi-family investments. Fast forward to today and
In this episode, we discuss the following:
- Taking circumstance into your own hands
- Focusing on similarities, not differences
- Changes in the investment landscape
- Building relationships and thinking outside the box
- Who should you accept capital from?
Tune in if you are interested in learning more about multi-family!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.capesierracapital.com
https://www.linkedin.com/in/dkamara/
In this episode of Cash Flow Pro, we talk with Matt Jones CEO of Hawkwing Capital. Matt is a real estate investor who was also inspired by Rich Dad, Poor Dad to take a different approach to building wealth. Matt is a real estate investor based out of Minneapolis who specializes in investing in both small and large multifamily properties. He uses his Master of Science in mental health counseling which comes in handy for building positive relationships in real estate.
In this episode, we discuss:
- The importance of financial education for the youth
- Working with other people and the reason for syndication
- Finding the right Mentor
- The reality of real estate “gurus”
- Managing companies
- Top three things to look for in passive investor deals
- Value add components
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.hawkwingcapital.com
www.linkedin.com/in/matt-jones-mn/
In the 150th episode of Cash Flow Pro, we talk with Mike Angelo, founder of NK Development Group LLC, a group dedicated to educating investors in multi-family investing. Their goal is to use strict criteria to acquire properties and implement sound operational strategies to mitigate as much risk as possible.
Mike is no stranger to leadership and knows the amount of work that goes into achieving that position. It was when Mike was at the top that he realized he had the paycheck he wanted but not the life. Eventually, after being laid off back in 2019, he took that event and turned it into a positive by starting his new career path through real estate.
In this episode, we discuss the following:
- Mistakes and mitigation
- Building your team and foundations before getting started
- Listening to your gut
- Understanding loans and setting investor expectations
- Covering “Money gong hard….”
- Long-term plays and KP’s
- Understanding your strengths and how to find partners to complement your weaknesses.
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.nkdevelopmentgroup.com
- www.linkedin.com/in/mike-ashish-angelo-17806418
- @nkdevelopmengroup
In the 149th episode of Cash Flow Pro, we talk with JM Ryerson, founder, and leader of Let’s Go, Win, a coaching company dedicated to helping you win in your career and, more importantly, everyday life!
JM Ryerson has built and successfully exited two companies that have created personal and financial freedom. JM created the Show Up As You system that helps you use your role as a leader to inspire the ambition and confidence your team needs to hit next-level success —individually and as a company.
JM is here today to give us insight into how our mindset is the ONLY thing holding us back! It is important to abolish the fear blocking you from your dream life.
In this episode, we discuss the following:
- Learned behavior and projection
- The power of CHOICE
- Failure vs. mistakes
- Fear of the unknown and financial freedom
- What do you want?
Tune in on this episode to ignite the leader in YOU!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.letsgowin.com
- www.linkedin.com/company/letsgowin365
- www.instagram.com/letsgowin365
- www.twitter.com/letsgowin365
In the 148th episode of Cash Flow Pro, we talk with Sam Wilson, founder of Bricken Investment Group. He will lead our conversation on how to start investing in real estate as a beginner and what are the best assets to do so!
Sam comes from a blue-collar family and a business background from Memphis, Tennessee. After growing his family business and selling it at thirty years old, he found himself with money and time he did not know what to do with. Fast forward to September 2013, he began to invest in a real estate portfolio. He is an active investor in self-storage, parking, multi-family apartments, RV parks, and single-family homes.
In this episode, we discuss:
- Finding value in the foreclosure market
- Getting financing and searching for titles
- The importance of cash flow
- Finding lenders that understand the RV space
- RV parks vs. RV resorts
- Capital expenditures and overlooked charging rates
Tune in on this episode to learn more about what the perfect real estate investment for beginners can do for you!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.brickeninvestmentgroup.com
- https://www.linkedin.com/in/samwilsonhowtoscalecre/
- https://www.facebook.com/HowtoscaleCRE
In the 147th episode of Cash Flow Pro, we talk with Lauren Cohen
Investing Across Borders. Originally from Toronto and currently in
South Florida, Lauren is a cross-border lawyer, realtor, and franchise broker. Lauren’s journey into real estate and cross-border law began when her husband got deported on the return trip from her honeymoon. Lauren felt compelled to find solutions for herself and others. Today, she is an expert in the field and is often hired to give speeches on this topic.
As a lawyer and realtor, Lauren is particularly well suited to guide investors in their cross-border investment pursuits so stick around to find out more!
In this episode, we discuss:
- What qualifies you for a visa as a real estate investor?
- Sourcing real estate deals to offer international investors
- Using your gut to make crucial decisions
- Creating relationships and being relatable
- The silver lining in difficult situations
- Finding clients and putting yourself out there!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://www.investingacrossborders.net/
In this episode of Cash Flow Pro, we talk with Lee Yoder, Founder, and CEO of Threefold Real Estate. Lee was a physical therapist with a stable and flexible job when he realized he needed to find some further fulfillment. Eventually, he discovered his passion for real estate and began his portfolio of small apartment buildings. Now,
Lee focuses on forging a path that will generate incredible wealth and opportunity for all involved. Tune in and take notes on how Lee has raised over 5M through 506B investors and more!
In this episode, we discuss the following:
- Investing in the right mastermind and mentor
- Reasons to love real estate
- Raising capital with 506B
- Utilizing your local financing options
- Dealing with loans and credit unions
- Property Management
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.threefoldrei.com
- https://www.linkedin.com/in/lee-yoder-25793215a/
In the 145th episode of Cash Flow Pro, we talk with Tim Bratz of Legacy Wealth Holdings. Tim comes from a blue-collar family in Cleveland, Ohio. Going through school, he was always fascinated with making money—his interest in real estate during the early 2000s. During college, Tim found an internship for a home building company. Then, he noticed the amount of wealth one could build in real estate. After college, he moved to NYC and got his real estate license. He started brokering retail and office leases for commercial properties. After doing the math, he realized the benefits of real estate investing, moved to South Carolina, and became an investor. Eventually, Tim decided to focus on apartments because of their efficiency and, most importantly, cash flow! Tim is here to let us know how he invests in a preventative way, so ensure his portfolio only goes one way – up!
In this episode, we discuss:
- The danger of speculation
- Investing for long-term cash flow
- The need for experience and figuring it out as you go
- Raising capital
- Adding value and all that it encompasses
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://legacywealthholdings.com/about/https://www.linkedin.com/in/timbratz/
“Yes… and I will figure it out!”
In this episode of Cash Flow Pro, we talk with Jered Sturm, CEO of SNS Capital Group. Jered started his real estate journey at 16 as a maintenance tech while still in high school. After doing that for a while, he teamed up with his brother to start a construction company. Together they worked on houses during the weekends and re-invested the money to try and get a loan from the bank and start purchasing real estate. After several years of savings and several attempts at a loan, they finally got it! Fast forward fifteen years plus, and thirty-two-year-old Jered now owns over 130 Million in multifamily assets in the Cincinnati, Ohio market.
Jered will always consider himself a blue-collar guy that enjoys helping others and teaching financial education. Today he will do just that!
In this episode, we discuss:
- Saying yes and figuring it out!
- Substituting capital with sweat equity
- Living below your means to make up for it later
- Discipline, education, and sticking to one lane
- Re-financing and structuring your deals
- Owning wealth vs. selling it
If you are interested in learning how to start your real estate journey from scratch at any age, this is the video for YOU!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.snscapitalgroup.comhttps://www.linkedin.com/in/jered-sturm-066198121/
In the 143rd episode of Cash Flow Pro, we discuss all everything about hotel conversions with Mike Stohler. Mike is a Navy Veteran and former airline pilot who got into real estate investing in what he calls PGD or “Pre-Google Days.” His case is very particular as Mike did what most people don’t – he went from multi-family to hotel conversions. Mike is Managing Partner at Gateway Private Equity Group and has owned and operated around 1500 units throughout his real estate career.
Gateway Private Equity Group helps its clients make wealth-building real estate investments.
In this episode, we discuss:
- Cap rates and using franchises to find deals
- The importance of location and what to look for
- Dealing with covid, the great resignation, and inflation
- The service industry & finding labor
- Navigating government protocols
- The process of hotel conversions and sourcing deals
- Raising outside capital from people that want to diversify their portfolio
Tune in on this episode to learn about hotel conversions and how you can get started!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.gatewaype.com
- https://www.linkedin.com/in/michaelstohler/
In this episode of Cash Flow Pro, we talk with Mark Pierce, founder of Cloud Peak Law Group, PC. Mark got his accounting and statistics degree in 1979 before realizing that he did not enjoy his work. Cut to a couple of years and an offshore job later, he decided to go to law school. Mark studied to become a tax attorney and worked in mergers and acquisitions before starting his own company. Today, his company has a physical presence in 5 states. Their goal is to help small businesses with tax advice, build trusts, and provide them with a solid and inexpensive legal arrangement for their businesses.
In this episode, we discuss:
- Wyoming – the place for an LLC
- The difference between a single-member LLC
- Transferring money from one LLC to another
- Keeping track of your expenses and making sure you are above board
- Partnership LLC and the IRS
- What it means Tax-wise when your business runs in one place and is registered in another
- What happens with an E-commerce business
Make sure to tune in on this episode to learn more about accounting, taxes, and the advantages of starting a business in Wyoming.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.wyomingllcattorney.com
In this episode of Cash Flow Pro, we go on a new journey as Casey sits down with Richard Blank, Founder of Costa Rica's Call Center, to discuss the art and business of telecommunications. As real estate investors, we understand that sometimes cold calling does not always work the way we expect it to. Well, that ends today.
Originally from Northeast Philly, Richard always showed a deep appreciation and passion for the Spanish language. He was a Spanish communication major and, at twenty, got the opportunity to work at a friend's call center in Costa Rica. By the age of thirty, he threw his hat in the ring and started his own call center. Richard takes the time to dissect with us some of the myths, struggles, and techniques behind the phone line.
In this episode, we discuss:
- Setting up a telemarketing team
- Work and workers in Costa Rica
- Investing in your employees
- International employees and the telecommunications business
- How to avoid being classified as spam while sourcing leads
- Calling as a concierge service
Tune in on this episode to discover how you can make the most out of your cold calls!
Find your
flow,
Casey
Brown
Resources mentioned in this podcast:
-
https://www.linkedin.com/in/costaricascallcenter/
-
https://costaricascallcenter.com/en/richard-blank-chief-executive-officer/
In the 140th episode of Cash Flow Pro, we talk with Prashant Satoskar of Catalyst Equity Partners. Prashant grew up in India. He came to the U.S. to complete his graduate diploma in engineering in the late 90s. After a career tech for twenty years, he is now what he dubs a “recovering technologist.”
Prashant had always been interested in real estate. He began investing in single families in 2007. He quickly realized the meaning of working smarter, not harder, and traded in single families for a duplex! Today, Prashant is GP of Catalyst Equity Partners, where he invests in large multi-family deals with his business partner.
Large multi-family investing
In this episode, we discuss:
- Value-add deals, what they are
- Current Texas cap rate
- Sourcing off-market deals through relationships
- Dealing with Class A assets after Class C investments
- Bridge loans how they work and benefits
- Remodeling strategies and dealing with existing tenants
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.catequity.com
- https://www.linkedin.com/in/psatoskar/
- Instagram @catalystequitypartners
“My plan b is we are going to figure it out!”
In this episode of Cash Flow Pro, we talk with Neil Schoepp, founder of BulMac Properties. We discuss everything from:
- The importance of mindset
- Looking for real estate education that resonates with you
- Curating the right team for success
- Sharing knowledge with future generations
- Translating errors into future wins
Neil Schoepp has been based out of NYC for 40+ years. He worked for the city to provide for his family. The goal was not to get rich but to be able to give no matter what. Neil was an officer and a fireman for twenty-four years until he realized he needed something more – real estate.
He began to educate himself with tools like our Cash Flow Pro podcast and developed his real estate portfolio and teaching methods to help others do the same. Neil created “Systems To Goals,” or STG, a strategy founded on the belief that we as individuals chart our course.
If you are interested in hearing more about how your vision can guide you to your goals, DO NOT MISS out on this episode!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.NeilSchoepp.com
“…Once you have all the money in the world, if you do not have your health, what is the point?”
In this episode of Cash Flow Pro, we talk with Vik Raya from Viking Capital Investments. Vik has an unusual story; he was originally a cardiologist before turning to real estate for a new career path. He transitioned into real estate to enjoy time freedom, passive income, and other benefits. Vik is clearly an avid entrepreneur with three companies under his belt, the other two focusing on high-performance coaching, health, and wellness.
Vik believes that financial freedom and cash flow allow him to invest in what truly matters – family and health.
Tune in as we dive into a holistic approach to wealth!
In this episode, we discuss:
• The holistic view on wealth
• LGS – leverage, growth, and scale
• The role stress and mindset play in your goals
• Creative financing
• High income – low net worth individuals
• Financial education and its benefits
“Not all capital is created equal….”
In this episode of Cash Flow Pro, we talk with Spencer Hilligoss, an active syndicator, investor, speaker, and co-founder of Madison Investing. Spencer is a former tech executive with more than thirteen years of experience building high-performing teams for big players in Silicon Valley.
Spencer grew up in the real estate business. His father was a broker in the California Bay area. Today, his company Madison Investing guides more than 100+ passive investors on how they can build their wealth. In this episode, he will share some of his knowledge as he encourages us to continue our financial literacy journey and grow our real estate portfolios.
In this episode, we discuss:
- Average investors vs. institutional investors
- New syndicators and the tertiary market
- What it takes to be the next BIG syndicator
- The reality of how your family will react to your real estate endeavors
- Understanding who your target audience and finding your niche
Make sure to tune in to this episode to find out more about your real estate investment possibilities!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- madisoninvesting.com
- LinkedIn /in/shilligoss
In this episode of Cash Flow Pro, we talk with Rob Beardsley, Founder, and Principal of Lone Star Capital. Rob grew up in a real estate family-focused single family. They owned a residential brokerage firm in Silicon Valley. It was around 2016 that it started developing into multifamily. Eventually, Rob found himself in HTX and started his own real estate firm in 2018. Their goal was to own and operate Texas workforce housing. Since then, Rob has been involved in over $100MM of multifamily acquisitions and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions.
In this episode, we discuss:
- The benefits of a vertically integrated business
- Sourcing Investors and actively growing your list
- Reasons for diversifying your market
- The Houston real estate market and growth trends
- Curating the perfect qualified team to grow your business
- Fundamental principals and what not to do
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://robbeardsley.me/
- https://www.linkedin.com/in/rob-beardsley/
- Instagram @robbeardsley3
The “Netflix” of real estate
In the 135th episode of Cash Flow Pro, we talk with Kris Bennett of PassiveInvesting.com. Kris first tapped into real estate in 2007 when he got his license as a residential broker. By 2008/2009, he worked in foreclosure, anticipating the impending recession. Cash was king, and loans were hard to get. These hard times left a bad taste in his mouth, so he decided to return to school.
He began to take real estate classes at UNC’s business school. After school, he took an internship working for a guy who specialized in buying apartments, making him aware of the possibilities in real estate. Instead of buying one door at a time, he could fundraise and buy 150!
After the internship, he became Director of Acquisitions, which meant he found deals to buy. As the economy prepared to change, the whole company pivoted into self-storage. Today we will cover how self-storage could arguably be the most stable real estate asset.
In this episode, we discuss:
- What is self-storage and why do people need it
- The flexibility and adaptability of self-storage as a real estate asset
- Self-storage deals, markets, and operations
- Raising capital for self-storage
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- PassiveInvesting.com
- www.linkedin.com/in/bennettkris
In this episode of Cash Flow Pro, we talk with J Scott, Partner, and co-founder of Bar Down Investments. J was a former tech guy in Silicon Valley, working for one of their most prominent companies - Microsoft. In 2008 J got married, and together with his wife, they decided to look for more flexibility in their respective careers. Together they decided to go into real estate.
From 2008 to 2018, J and his wife flipped about 400 houses, close to 40 per year! Eventually, with the economic changes on the horizon, they decided to re-assess their investments and began their journey into a different asset class – multi-family and syndications.
In this episode, we discuss:
- Education and experience - how and where to get it.
- Teamwork and delegating
- Figuring out your weaknesses and hiring your staff accordingly
- Raising capital, equity, and debt
- Dealing with soft and hard commitments and the opposite views
- The importance of communication and transparency
Make sure to tune in on this episode to find out more KEY ingredients to starting your multi-family journey with the right team – the right way!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.bardowninvestments.com
- https://www.linkedin.com/in/jscottinvestor/
- https://www.instagram.com/jscottinvestor/
Capital. His career started when his dad fired him from his first real job. He messed some things up and realized he did not want to be anyone’s employee. He dropped out of college and got his real estate license. He then spent 18 years on that side of the business until he realized he had not built his wealth. He went from a traditional residential brokerage business to adding a syndication side focused on creating passive income and building wealth.
Canovo focuses on commercial multifamily properties where strategic capital improvements and operational efficiencies create significant value. Their strategic partnerships allow investors to invest alongside experienced operating partners with a proven track record of delivering attractive risk-adjusted returns. They target large investment opportunities in various strategic markets, demonstrating strong population growth, consistent rent growth, and low vacancy.
In this episode, we discuss:
- Going from broker to multifamily
- Creating operator partnerships
- Taking small steps and starting where you understand
- Building relationships
- Finding opportunities in a different market
- Making sure you use your equity
Tune in on this episode to learn how to take advantage of your aha moment!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.canovocapital.com/
- https://www.linkedin.com/in/davidtheonrobinson/
- https://www.instagram.com/david.t.robinson/
In this episode of Cash Flow Pro, we talk with Brock Mogensen, co-founder of Smart Asset Capital. Brock is based in Wisconsin and started investing in real estate about five years ago. It all started with him purchasing a duplex and instantly realizing the potential of real estate investments.
Eventually, Brock came across syndication and created his own company. He quickly noticed that while he had the theory, he needed to grow his team with those with experience and found two partners.
Smart Asset Capital is a vertically integrated real estate private equity investment firm focused on acquiring commercial assets that already have cash flow and perform well but benefit from creative and innovative strategies that have otherwise been overlooked in the market.
In this episode, we discuss:
- The importance of experience or partnering with an expert
- Making sure you educate potential investors
- The word “guarantee.”
- Milwaukee real estate market
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- smartassetcapital.com
- LinkedIn Brock Mogensen
- Instagram @brockmogensen
If you are interested in learning how military members can use passive income to grow their wealth while on deployment or even after service, this episode is for you! In this episode of Cash Flow Pro, we talk with another member of Active Duty Passive Income, founder Eric Upchurch. Eric is an Army Operations Veteran who has always been in leadership.
While expressing his journey and thoughts on financial education in the military, he also sheds some light on his real estate knowledge and what his company Active Duty Passive Income, is doing for those who fight for our country.
In this episode, we discuss:
- Leadership and communication
- Financial education for military members
- Finding the right partners and community for your business
- Balancing deployment and passive income investments
- Syndication exemptions for military members (Regulation A funds)
- Managing administration costs with exemptions
- Commitment and getting yourself in front of the right audience
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- ericupchurch.com
- https://www.linkedin.com/in/ericupchurch/
- https://www.activedutypassiveincome.com/
Learn | Network | Add value | Take action
In this episode of Cash Flow Pro, we talk with Tim Kelly, co-owner and VP of education at Active-Duty Passive Income. Tim never really resonated with the school system, so after finishing high school and dropping out of college, he decided to join the Navy. While getting his bachelor's, he began reading about wealth management and financial freedom. Throughout his studies, he learned that people use real estate to attain passive income and build generational wealth.
After fifteen and a half years in the Navy, he decided to focus on real estate and eventually came across the message behind Active-Duty Passive Income. Today, he and his team help military members own more of America and the land they help protect.
In this episode, we discuss:
- The power of podcasts in expanding your network
- Developing expertise in speaking the language, education is KEY
- Narrow down your know-how to make sure you can give it your 100%
- The importance of networking and faking it until you make it
- Finding a business partner that compliments your strengths and weaknesses
- What matters when getting a commercial loan and dealing with banks
- How to scout and find a real estate market that is right for you
- Cap rates and the state of the real estate market today
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://thetimothykelly.com/
https://www.linkedin.com/in/thetimothykelly/
Instagram @thetimothykelly
Twitter @thetimothykelly
Grab your pens, pencils, or keyboards because you will want to take notes! In this episode of Cash Flow Pro, we talk with Sam Primm, founder of Faster Freedom. Sam grew up in a typical American family. His mom was a teacher, and his dad was an engineer. He did not get into investing until 2015 when he and his friend Lucas decided to try it. When 2018 came around, they started to grow their real estate portfolio; by today, they have managed a 40M portfolio. Not only that, but they have also diversified into single-family homes and self-storage – wow!
After achieving success, Sam created faster freedom to teach others how to follow the same path to financial and time freedom! Today, he will share everything he knows about starting in real estate, key points, and the thought process behind a “mini-syndication”!
In this episode, we discuss:
- Private lenders – where they come from and who can become one
- Self-directed IRAs and relational-based lending
- The importance of accounting and keeping the books organized
- Investing for returns!!
- Cultivating relationships and mentorship
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- fasterfreedom.com
- Instagram @SamFasterFreedom
- Twitter @FasterFreedom
In the 128th episode of Cash Flow Pro, we talk with Omni Casey, founder of New Leaf Redevelopers. Omni has been a real estate investor, broker, and coach for nearly 20 years. Over the last 10+ years, he and his family moved from Hawaii to Northern Virginia and have been very active in growing their real estate investment portfolio.
He has coached hundreds of real estate investors, agents, and clients to create and execute a plan to grow their real estate businesses. Omni’s focus and goal are to help every team member achieve financial freedom through real estate investing.
In this episode, we discuss:
- Curating a high-standard team
- High-end property management
- Selling your real estate portfolio and proper exit
- Starting a real estate podcast
- The Cash-Flow Breakfast Club: A Story and Manual
- The power of the word to mouth and networking
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- omnitheinvestorguy.com
- https://www.linkedin.com/in/omnitheinvestorguy/
- https://www.instagram.com/omnitheinvestorguy/
- Twitter @OmniInvestorGuy
“…we want to be masters of what we know….”
At Cash Flow Pro, we aim to help people and accredited investors find their footing in the real estate market. In the 127th episode, we talk with Jonathan New, co-founder, and director of Fair Winds Capital Investments. Johnathan is an active naval commander with 14 years of experience in real estate. He began with single-family flips and eventually switched to syndications. Finally, he got together with other like-minded partners to create Fair Winds Capital, located all over Southeast U.S.A.
Johnathan has led teams of syndicators, managed several concurrent renovation and acquisition projects, spoken in several meetup groups and podcast interviews, raised $1.23M for acquisitions, and gained valuable experience with SEC law compliance. His company has bought $4.59M in properties, completed $1.53M in renovations, and currently controls $8.3M in single-family and small multi-family real estate. They have also teamed up with other active investors to purchase and operate several more significant multi-family deals totaling $17.1M.
In this episode, we discuss:
- Vertical Integrated business models
- Southeast real estate market
- Property management in-house and out
- Mastering your services
- Challenges in fundraising
- Growing your network
Make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- fwcinvestments.com
- https://www.linkedin.com/in/jonathan-new-6800471b5/
- https://www.facebook.com/auguy1281
In this episode of Cash Flow Pro, we talk with Brent Bowers for the second time. Brent is the founder of The Land Sharks, an advanced training program that teaches you how to build a passive income. After eight years of Army service, he found it challenging to be home while providing for his family. Eventually, Brent found an answer to his problem – real estate. His goal was to create financial, time, and geographic freedom. Well, he succeeded! He discovered a way to bring in that cash flow; we love hearing it.
In the first episode, we covered purchasing land, ethics in real estate, and more!
But in this episode, we dive deep into the importance of discipline and pacing yourself. Some points we cover are:
- Obstacles business owners face every day
- The reality of procrastination
- Creating your possibilities
- Connecting on personal levels
- Finding the right mindset and creating a profitable service
- Transparency
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.thelandsharks.com/
- https://www.linkedin.com/in/brent1/?original_referer=
- https://instagram.com/brentlbowers?igshid=YmMyMTA2M2Y=
You better buckle up for this episode of Cash Flow Pro! We are excited to talk with Mike Morawski, entrepreneur and founder of My Core Intentions. Mike has thirty years of experience in the real estate business, and before that, he owned his own residential general contracting company. Like every entrepreneur knows, life was all hands on deck. He constantly worked on marketing, sales, contracts, and bookkeeping, eventually leading to burnout. At this turning point, Mike took a year break where he decided to turn to real estate investing and started hacking houses back when it wasn't mainstream. He sold 125 homes a year before the market shifted, and to keep his team, he pivoted to the apartment business.
Today, Mike sits with us and tells us about his fantastic journey's ups, downs, and in-betweens, so we do not make the same mistakes and profit from the knowledge of all his wins.
In this episode, we discuss:
- Learning from successful people
- How fast growth leads to unstable business
- Asset management and property management
- The importance of market diversification and transparency
- Rising from the ashes
- Prioritizing health for success
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- MyCoreIntentions.com
- https://www.linkedin.com/in/michael-morawski/
- https://www.instagram.com/mike.morawski.54/
- https://twitter.com/MikeMorawski2
In this episode of Cash Flow Pro, we talk with Michael Haltman, CEO of Hallmark Abstract Service LLC. Michael began his professional career back in the 80s as a bond analyst. After that, he founded a Commercial mortgage lending company in the early 2000s. Eventually, Michael founded the company with the mission to provide high-quality real estate insurance services in NYC. He did this to address New York City legislation's challenges for property owners.
Legislation changes constantly and differs depending on your state, but it is essential to understand the basics so you can ask the right questions when insuring your real estate investments.
In this episode, we discuss:
- Real estate legislation
- How political mentalities can affect your transactions
- The "anti-capitalist" mentality
- Selling a title insurance policy
- Insuring foreclosures
- Insurance policies and how they differ depending on the state
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.hallmarkabstractllc.com
- https://www.linkedin.com/in/titleinsurancenewyork/
- https://www.instagram.com/titleinsurancenewyork/
- https://twitter.com/NewYorktitleins
In this episode of Cash Flow Pro, we talk with Kent Ritter as he shares his entrepreneurial journey. He grew up in Indianapolis, Indiana. He studied finance and economics. Later he spent 12 years as a manager consultant. His job was to help businesses fix problems they could not fix themselves. As a successful entrepreneur, he exited his company, took all the information he learned in the consulting industry, and applied it to real estate.
Today, Kent is the CEO of Hudson Investing, a multifamily investment firm that helps busy professionals scale and diversify their real estate portfolio with cash-owing, wealth-building assets.
Tune in and take notes of all the practical tips that business owners and new
entrepreneurs can implement to expedite their success!
In this episode, we discuss:
- Transitioning from single family to mmultifamilyFirsts – capital raising and making deals
- Changing the way people perceive you
- Buying the property vs. running the property
- The first deal and then on, making sure to improve
- Sourcing a key partner
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- kentritter.com
- https://www.linkedin.com/in/kentritter/
- https://www.instagram.com/ritteronrealestate/
“Rinse and Repeat”
In the 122nd episode of Cash Flow Pro, we talk with Ken Gee, founder, and managing partner of KRI Partners. Ken grew up in Toledo, Ohio. He studied finance and worked in accounting before turning to real estate. He quickly realized that to give himself and his family a good, debt-free life. He needed to change his career path. In 1997 he began to invest in multi-family real estate and never looked back. Today, Ken tells us how to turn to real estate, make deals, and more!
KRI Partners is a real estate syndication and private equity firm with offices in Tampa, Orlando, Jacksonville, Florida, and Cleveland, Ohio. They specialize in the acquisition and management of multi-family apartment assets.
In this episode, we discuss:
- Sourcing investors and what type works best
- The importance of online marketing
- The power of transparency when inviting investors
- Education and experience
- Dealing with seller financing in a competitive market
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- kripartners.com
- https://www.linkedin.com/in/geekennetha/
https://www.instagram.com/kripartners/?hl=en
In the 121st episode of Cash Flow Pro, we talk with Josh Gorokhovsky, founder of Telos Properties. Josh has been interested in real estate since university. He earned his bachelor’s degree in Business Administration with an emphasis in Real Estate Finance and Entrepreneurship. After graduating and founding Telos in 2015, Josh began working on his real estate education under L.A. Properties Inc. principal Scott Rosenfeld, where he managed acquisitions, development, and redevelopment projects exceeding $10 Million. He has managed over $30 million of real estate transactions since 2017.
Telos Properties is a real estate development and community building company based in Los Angeles, California. Its focus is on prioritizing craftsmanship and efficiency on each project to better communities. Their partners and advisors have over 25 years of experience as Contractors, Agents, Brokers, Lenders, and Real Estate Investors.
In this episode, we discuss:
- New regulations
- Rent control
- Rising capital
- Case studies within the Cali market
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- telosproperties.com
- https://www.linkedin.com/in/joshgorok/
- https://www.instagram.com/telosproperties/
In the 120th episode of Cash Flow Pro, we talk with Joel Fine, founder of Lakeline Properties. Joel became an engineer and worked in high-tech and IT for many years. Around four years ago, he began his real estate journey and both a single-family house. He then got the bug and bought some more properties for cash flow and appreciation. Slowly he made his way up to syndications, commercial, and multi-family properties.
Eventually, Joel founded Lakeline Properties in 2020. Their main goal is to make large-scale commercial real estate accessible to ordinary investors - without the headaches. Today, Joel will share his wisdom on how he sources deals that keep the cash flow coming!
In this episode, we discuss:
- The perks of syndications
- Dealing with loans and lenders
- Singing on key partners
- The Austin, Texas market
If you are interested in learning how to generate a stable cash flow and build your wealth, tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- lakelineproperties.com
- https://www.linkedin.com/in/joelfine/
In this episode of Cash Flow Pro, we talk with Jay Helms, founder of W2 Capitalist LLC. Jay was a principal of a start-up tech company, and after five years, it was acquired by another company. Eventually, he realized that he wanted income that would allow him to spend time with his family. He began his real estate journey in single-family and soon started to see real success in real estate investing.
Jay proceeded to share his practices and ideas with those around him, especially young & growing families. Jay believes everyone can invest in real estate while working a fulfilling and successful W2 job. That’s why he started the W2 Capitalist.
In this episode, we discuss:
- Reasons why people should invest in real estate
- Investing for tax flow
- Dealing with inflation in the market
- Creating a safe community
- Navigating government money moves
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- W2CAPITALIST.COM
- https://www.linkedin.com/in/jayhelms/
- https://www.instagram.com/w2capitalist/
In this episode of Cash Flow Pro, we talk with Bruce Wuollet, co-founder of Bakerson LLC. Bruce grew up in the family bakery business, where he learned all aspects of running a business for sixteen years. Eventually, Bruce became an executive recruiter for four years before he started to tap into real estate in 2001. By 2002 Bruce partnered with Jack Martin to form Bakerson, LLC.
Bruce used his experience in the bakery and his recruiting position to leverage his real estate education. He learned how to research public records, to understand how title works and the legal side of real estate. That is why Bakerson believes efficient organizational systems are crucial to profitability and expansion.
In this episode, we discuss:
- Adding value to the investment
- Real estate investment case studies on new forms of financing
- Endless deals and how they work
- Taking Inflation into consideration with income and expenses
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- bakerson.com
- BruceOnLinkedIn.com
"Offense is the best defense."
In the 117th episode of Cash Flow Pro, we talk with nationally recognized Asset Protection Attorney Brian Bradley of Bradley Legal Group. We skip all the introduction and get straight into everything you need to know to protect your investments and yourself when things turn upside down! Brian and I cover everything an entrepreneur or small business owner needs to know about asset protection, from the history of asset protection, where it's best to start a business – legal-wise, and definitions that will help you along the way!
In this episode, we discuss:
- Asset protection should be the first thing you do before any deal
- The importance of taking assets out of your name
- How does insurance work with lawsuits?
- Limited Liability Company's (LLC) – what to keep an eye out for
- The benefits of Wyoming, Delaware, and Nevada
- Asset protection Trusts
- How to create the most vital asset protection on the planet
- The history of asset protection and how it works in the U.S.A
- Limited Partnerships vs. LLC
Tune in on this episode to learn how to protect your investments!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- btblegal.com
- https://www.linkedin.com/in/brian-t-Bradley-Esq-a47a7b12/
In this episode of Cash Flow Pro, we talk with Todd Sulzinger, Founder and CEO of Blue Elm Investments. Todd worked as a financial executive for tech companies in Silicon Valley for twenty-five before leaning toward real estate. In 2010, he began listening to Robert Helms and Russell Grave’s podcast, which was his introduction to long-distance investing. His interest in diversifying his portfolio with real estate grew as he educated himself.
Eventually, Todd launched Blue Elm to offer his investors a strategic way to diversify their portfolios through passive investments in mobile home parks, apartments, and mortgage notes. Blue Elm acquires and improves apartments and mobile home parks to provide affordable housing to families and communities throughout the United States.
In this episode, we cover deals, nightmare scenarios, as well as know-how on how you can start your real estate investing journey! Tune in and learn about investing in mobile home parks, long-term investing, raising capital, and what to expect!
In this episode, we discuss:
- Long-distance real estate investing
- Mobile homes – do you own the land or the mobile home itself?
- The stigma behind mobile home parks
- Affordable housing and rent
- How to source new investors and deal with investor relations
- The current mobile home market and what it can be
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.blueelminvestments.com/
- https://www.linkedin.com/in/toddsulzinger/
In this episode of Cash Flow Pro, we talk with Robert Preston, Co-founder of Climb Capital. He grew up on a farm in upstate New York. Eventually, after getting his degree in economics, he joined the marines and became a pilot. Once he got out and was looking to settle, he began to look into real estate because all the wealthy people he knew were somehow involved in real estate investing. Eventually, he created Climb Capital with his business partner.
Climb Capital comprises veterans primarily, and for the past decade, they have focused on residential real estate investments, specifically multi-family. Today, they want to stay ahead of the curve and have started to specialize in a new kind of real estate asset – mobile home parks or RV Parks.
In this episode, we discuss:
- The importance of adapting
- Generating leads
- The perks of in-house property management
- Long-term use of parks and cash flow
- Different types of RV park deals and leases
- Ideal tenants and remote workers
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://climbcapital.com/
- https://www.linkedin.com/in/robertpreston
In the 114th episode of Cash Flow Pro, we talk to Michael Becker, based in Dallas, Texas, and the Co-principal of the SPI Advisory. He began in the industry as a commercial real estate lender until he eventually got into complex apartment/multifamily investing in 2013. Michael and his business partner discovered that the quality and class of multifamily investments generate the highest risk-adjusted returns changes from year to year depending on market cycles. They created SPI advisory to quickly adapt to ever-changing markets in search of the best value. The primary goal is to deliver superior returns and greater transparency than public market investments provide.
Let’s dive into all things multifamily, the markets, the future, and more!
In this episode, we discuss:
- The multifamily markets
- Rental growth-rates
- Texas vs. California migration
- The reality of Inflation and how it will affect the future
- Buying in today’s market
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://www.spiadvisory.com/
https://www.linkedin.com/in/michael-becker-spiadvisory/
In this episode of Cash Flow Pro, we talk with Justin Moy of Perpetual Wealth Capital. Justin's real estate journey began right after he finished high school. His family was against him investing in real estate because of a nightmare experience. However, he had a talent for sales and an urge to make money without going to school -which he hated. Eventually, he began making real estate sales – specifically single family. While doing so, he calculated the owner's numbers and income predictions and noticed he needed to be on the owners' side.
Today, Justin aims to help investors create generational wealth by investing passively in strong, stable, and safe multifamily assets. He does this through his podcast, Perpetual Wealth Capital, and his company. Tune in as Casey and Justin cover some real estate truths everyone looking to invest should know about!
In this episode, we discuss:
- The reality of being a real estate agent
- Transactional deals
- The Midwest real estate market
- Negative cap rates / International investors
- Migration v.s demand
- Inflation and the impending recession
Find your flow,
Casey Brown
Resources mentioned in this podcast:
-
- https://perpetualwealthcapital.com/
- https://www.linkedin.com/in/justin-moy-b2bb999b/
In this episode of Cash Flow Pro, we talk with Jim monk, President of Clozzits. Jim’s background is in financial services. He is also an experience multi-family real estate owner. These two facts combined allowed him to find the gap within the industry – thanks to a friend, Jim discovered that a proper closet installation could increase your rent and improve your cash flow!
Clozzits focuses on providing quality closets without laying out much capital! They are experts in closet materials and installations for the multi-family industry that increase NOI – with zero hassle and minimal money.
In this episode, we discuss:
- Can closets make a difference in terms of acquiring tenants?
- Returns on the closet investment
- Closet Maintenance and services
- Why amenities and aesthetics are important
- How to start installations
Tune in on this episode to discover how closets can improve your real estate investment!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- clozzits.com
- https://www.linkedin.com/in/jimmonk/
- https://www.facebook.com/clozzits
In this episode of Cash Flow Pro, we talk with Jenny Gou, Co-Founder and Managing Partner at Vertical Street Ventures. Jenny started her career in corporate America at Procter & Gamble, where she worked for brands like Dawn, Cascade, and Swiffer. She stayed there for thirteen years until she decided to turn to real estate full time. Jenny and her husband began with a single-family real estate portfolio. At the pandemic's beginning, Jenny quit her job and threw herself into multi-family real estate investing with her business partner. Together, they created Vertical Street Ventures.
Vertical Street Ventures is a real estate investment firm that combines high potential assets with best-in-class asset management to deliver forecasted returns. Their goal is to do all that while positively impacting the community and investors.
In this episode, we discuss:
- What it's like being a Co-GP
- The importance of alignment of interests
- How to balance and manage growth
- Conservative underwriting models
- The Arizona real estate market
Find your flow,
Casey Brown
#realestate #arizonamarket #cashflow
Resources mentioned in this podcast:
- verticalstreetventures.com
- https://www.linkedin.com/company/vertical-street-ventures/
- https://www.instagram.com/vertical_street_ventures/
In the 110th episode of Cash Flow Pro, we talk with Daniel Weisfield, Co-Founder of Three Pillars Communities. Daniel comes from a family of real estate investors. In fact, he is a third-generation mobile home park investor. His grandfather immigrated to the U.S. and saved money by fixing cars in his backyard until, eventually, he was able to buy a mobile home park. Daniel’s goal is to build on this legacy and educate others on how this type of attainable housing could close our country’s housing gap and create affordable home-ownership opportunities.
Today, Daniel operates more than 40 manufactured housing communities in 7 states and serves over 10,000 residents. He uses his JD/MBA degree from Yale and experience as a strategy consultant at McKinsey & Company and a U.S. diplomat at the State Department to create awareness.
In this episode, we discuss:
- Demand for affordable housing and shrinking supply
- Reasons why trailer parks are more relevant now than ever
- Texas – the housing crisis and the perfect market
- The future of mobile homes
- Age restrictions for manufactured housing communities
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://threepillarcommunities.com/
- https://www.linkedin.com/in/daniel-weisfield-33940613/#experience
In this episode of Cash Flow Pro, we talk with Brent Bowers, founder of The Land Sharks, an advanced training program dedicated to teaching you how to build a passive income. After eight years of Army service, he found it challenging to be home while providing for his family. Eventually, Brent found an answer to his problem – real estate. His goal was to create financial, time, and geographic freedom. Well, he succeeded! He discovered a way to bring in that cash flow; we love hearing it.
In this episode, we discuss:
• Buying Land
• The Colorado Springs market
• Ethics in real estate
• The journey to passive income through real estate
If you are interested in learning how you can create a passive income, tune in!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
1. https://www.thelandsharks.com/
2. https://www.linkedin.com/in/brent1/?original_referer=
3. https://www.instagram.com/brentlbowers/?igshid=YmMyMTA2M2Y%3D
In this episode of Cash Flow Pro, we get to talk all things legal in real estate with Douglass Lodmell. Douglas is the Managing Partner at Lodmell & Lodmell, and for the past twenty-five years, he has helped hundreds of clients with their needs regarding asset protection law. He has worked with syndicators and real estate developers on how to establish companies and create contracts that will protect their wealth throughout their real estate journey. Douglas will touch on some of the most asked about legal questions in real estate investing, and most importantly, he will teach us how to protect our cash flow!
In this episode, we discuss:
- Limited Partnerships vs. General Partnerships
- LLCs and how they function in different states
- The magic of Delaware – DST / 1031
- What happens when an investor goes bankrupt?
- What is a trust law?
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- lodmell.com
- https://www.linkedin.com/in/douglasslodmell
“If a deal looks too good to be true, it is!”
In the 107th episode of Cash Flow Pro, we talk with Kevin Dureiko, fund Manager at
Birch and Dobson. Kevin turned to real estate after realizing he wanted to help his wife stay at home with their kids without having to worry about cash flow. Today, he manages their private real estate investment fund. Birch and Dobson invest in income-producing real estate, development, and first-position mortgages in the US.
Kevin shares his experience in private funds, lending, and passive debt today. If you are interested in how this part of real estate transactions takes place, make sure to tune in and take notes!
In this episode, we discuss:
- Private funds and how they work
- When to expect a return as an investor
- The reality of Loan to Own
- Terms and timelines
- Choosing the best state for protection laws
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.birchdobson.com/kevin-dureiko
- https://www.linkedin.com/in/kevin-dureiko-669156108/
In this episode of Cash Flow Pro, we talk with Todd Nepola, President and Founder of Current Capital Group. Todd graduated college in the 1990s and immediately became a stockbroker. He realized he only got paid when someone decided to trade - through commission. This was when he realized real estate was the way to build his wealth. In June of 1998, he made his first deal, and cash has been flowing ever since.
Todd never liked flipping houses. He believes in holding real estate long-term and bringing in that cash flow! Today he is here to talk to us about his real estate journey and how we can achieve his kind of real estate investing success!
In this episode, we discuss:
- Holding for cash flow
- Third-party businesses allow you to multiply
- Investing in retail real estate depending on your community
- How to attract the right tenants
- Building your network
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- currentcapitalgroup.com
- https://www.linkedin.com/in/todd-nepola-52323441/
- https://www.instagram.com/lifeaccordingtotodd/?hl=en
In this episode of Cash Flow Pro, we talk with Josh Cantwell, founder of Freeland Ventures. Josh was raised in an entrepreneurial family, and once out of college, he became a financial advisor at 23. After a couple of years, he realized that his wealthiest clients had most of their wealth invested in real estate. That is when he decided to start investing in real estate. He began flipping residential homes, became a private lender, and eventually started building his apartment portfolio.
Josh is a pancreatic cancer survivor; after surviving, he swore he would invest differently and focus on raising capital and cash flow. He then used his financial advisor experience to
In this episode, we discuss:
- Jumping real estate markets
- Finding your niche and utilizing it
- The keys to finding the correct property management team for you
- The downside of being a passive owner
- Renovating properties the right way
Tune in to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.linkedin.com/in/joshcantwell/
- https://www.instagram.com/josh.cantwell/?hl=en
- https://twitter.com/JoshCantwell
In this episode of Cash Flow Pro, we talk with Ezenwanyi Abii, founder of Abii Legal. Ezenwanyi came to the states from Nigeria shortly after middle school. She pursued the education path through grad school and law school, leading her to real estate. At university, she met people who were paying for college by flipping houses. After business school and law school, she got into flipping houses to pay off her college debt.
Today, Ezenwanyi uses her experience in law and real estate to help others build generational wealth. In this episode, she helps us understand the power of education and real estate on the road to financial freedom!
In this episode, we discuss:
- Flipping houses
- Building a business and wealth as an immigrant
- The importance of education in taking control of your investments
- Real estate and law
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.abiilegal.com/
- https://www.linkedin.com/in/ezenwanyi-a-a6a0375/
In this episode of Cash Flow Pro, we talk with Rocky Lalvani, founder of Profit Comes First. Rocky came to the US from India when he was barely three years old. His father built generational wealth with only $25 as his starting point. Rocky believes that saving, investing, and spending wisely can achieve a wealthy lifestyle.
After seeing the difference that financial education made in his life, Rocky made it his mission to educate anyone, he could reach on personal finance and managing money. He uses his experience in corporate America and as an entrepreneur or small business owner to guide those looking for financial freedom both within the real estate market and out.
Rocky began his real estate journey with rental properties and flipping homes. Today, he is here to tell us about the financial aspects of real estate investing, the market's future, how to think of the dreaded "what ifs!" and, of course, how to fiscally prepare for success!
In this episode, we discuss:
- How goals change by markets
- Profits come first! The number of doors does not equal profits
- Recession and Inflation – the reality of what we are facing
- Understanding the What ifs and the market shifting
If you are interested in targeting your audience and understanding today's financial world, this episode is for you!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://profitcomesfirst.com/
- https://www.linkedin.com/in/rocky-lalvani/
- https://www.instagram.com/profit_answer_man/
- https://twitter.com/rockylalvani
“ A safe and secure job is not as safe and secure when disaster happens!”
In this episode of Cash Flow Pro, we sit down to talk with Steve Rozenberg, founder of Unlimited Mindset LLC. Steve is an International Airline Pilot, Author, Educator, Speaker, Real Estate, and Business Coach, and this is after he ditched the 9-5 mindset. After getting furloughed around the same time as 9/11, Steve decided to tap into real estate because he wanted to control his destiny.
Eventually, Steve created one of the fastest-growing property management companies in Texas. He has flipped, owned, and wholesaled hundreds of single-family homes and apartment complexes across the US. Today, he focuses on teaching others how to achieve this by getting out of their way!
In this episode, we discuss:
- Getting together and become who you need to be
- Owning your losses
- Utilizing your resources and reaching out to others that are successful
- Being a leader and teamwork
- Coaching is guidance, NOT doing it for you
- Taking action
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://steverozenberg.com/
- https://www.linkedin.com/in/steve-rozenberg-20593553/
- https://www.instagram.com/
In this episode of Cash Flow Pro, we talk with Nathan Amaral, founder of Fearless Millionaire. Before finding real estate, Nathan worked three jobs without making ends meet. Soon after educating himself in real estate and networking events, he realized that he needed to be confident – to be fearless. He began to tap into remote real estate investing and the travel itch. After years of experience, he created the freedom formula that helps investors like you attain their real estate goals and build long-term wealth.
Today, Nathan will share his know-how on starting in real estate, building relationships, and putting yourself out there!
In this episode, we discuss:
- Locating investors where your niche audience is
- Engaging investors
- Building trust
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- fearless-millionaire.com
In the 100th episode of Cash Flow Pro, we talk with Scott Krone, managing partner at Coda Management Group and founder of One Stop Self Storage. A Chicago native, Scott began his career as an architect in 1991. Around the same time, he also worked for a real estate firm. Because of his experience there, he decided to co-found Coda Management Group in 2012. Since then, his firm has invested more than $30 million. Today, Scott is here to share his wisdom with us, so tune in and take notes!
Coda Management Group is a real estate firm that purchases undervalued warehouse space and converts it into climate-controlled, Class-A, REIT-ready self-storage properties. On the other hand, One Stop Self Storage is about facilitating all your storage needs!
In this episode, we discuss:
- Going from multifamily to self-storage
- Developing self-storage warehouses
- Zoning and selling self-storage
- Automation and the future of Self-storage
- Raising prices and turnover within the market
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- codamg.com
- onestopselfstorage.com
- https://www.linkedin.com/in/scott-krone/
In the 99th episode of Cash Flow Pro, we talk with Matt Faircloth, a real estate investor, author, and speaker. He comes to the podcast to share his knowledge and to represent the DeRosa Group. Matt is here for part two of the podcast after talking about gender equality, politics, and the real world. Today he will dive into how he has completed over a Hundred Million in real estate transactions and controls thousands of multifamily units.
In this episode, we discuss:
- Writing down your goals
- Investing your IRAs and building wealth
- The stock market vs. real estate
- Capital raising – resources and what matters
- The wealthy and the value of time
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.derosagroup.com/
- https://www.linkedin.com/in/mdfaircloth
- https://www.instagram.com/matt_derosag/
In the 98th episode of Cash Flow Pro, we take things in a new direction. Today we sit down with Matt Faircloth, a real estate investor, author, and speaker on the importance of gender equality. This is a topic that Casey and the Cash Flow Pro podcast family are passionate about.
Matt has completed over a Hundred Million in real estate transactions and controls thousands of units of multifamily. None of which would have been possible without the help of his beautiful wife. Together, they could balance parenting roles, growing careers, and achieving dreams.
In this episode, we discuss:
- Gender inequality in the US
- Parenting as a business owner
- Politics, beliefs, and dynamics
- Empathy and starting conversations
- The media and the
Tune in on this episode as we cover everything in today’s economy!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.derosagroup.com/
- https://www.linkedin.com/in/mdfaircloth
- https://www.instagram.com/matt_derosag/
In the 97th episode of Cash Flow Pro, we talk with Alex Jarbo, CEO and founder of Sargon Investments. After the marines, Alex started researching and educating himself on his new interest – real estate. Eventually, he ended up in North Carolina and learned about the difficulties and business gaps in the short-term rental market. Now,
Alex makes sure to help others learn about real estate by participating in top real estate investing podcasts worldwide. Today he will lead us through the short-term market and answer questions we’d like answered!
Sargon Investments is a short-term rental resort development firm. They work to excellent double-digit returns to their accredited investors.
In this episode, we discuss:
- The need to develop unique short-term rentals
- Rental Arbitrage and Cashflow
- Building vs. Renovation
- The Airbnb market
- What are the headaches?
- Listing short-term rentals and platforms
- How to deal with zoning changes and homeowners associations
If you are interested in short-term real estate investing, this episode is for you!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- sargoninvestments.com
- https://www.linkedin.com/in/alex-jarbo-28a940139/
In the 96th episode of Cash Flow Pro, we talk with Joel Block with Bullseye Capital. Joel started as a professional card player in Las Vegas and then made his way into Wall Street. After starting in real estate, he decided to teach others how to invest their money to build their wealth through passive investments.
Bullseye Capital is a real estate syndication training provider, helping all real estate professionals and investors obtain the skills so that they can build wealth through real estate passive investments. All programs include professional support and substantial networking opportunities.
In this episode, we discuss:
- Preparing for the market and how to react
- Retail Investors
- Cryptocurrency
- The future of currency and the global market
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- bullseyecap.com
- https://www.linkedin.com/in/joelblock
- https://www.instagram.com/joelgblock/
- https://twitter.com/JoelBlock
In this episode of Cash Flow Pro, we talk with Melanie McDaniel, Navy Veteran and Founder/CEO of Freestyle Capital Group. Melanie grew up in Utah and was taught to pursue the typical American dream. She decided to take life into her own hands and joined the navy instead of going to school to travel the world and become independent. After four years, she was still unsure of what to do with her life since she loved to travel and got a degree in hospitality administration. Later she became a park ranger. She was listening to bigger pockets at work and read rich dad poor dad and was ready to take on the real estate world as her new career. Tune in on this episode to learn about how she paved her way to financial freedom and what she learned along the way!
In this episode, we discuss:
- Don’t put your eggs in one basket. Diversify your sponsors and build relationships
- The different types of fund of funds
- Prioritizing the alignment of interests
- Raising capital for an SPV – communication and payment structure
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.linkedin.com/in/melaniemcdanielinvest/
- https://www.freestylecapitalgroup.com/
In the 94th episode of Cash Flow Pro, we talk with Zach Haptonstall, CEO & Co-Founder of Rise48 Equity. Zach was born and raised in Phoenix, Arizona. His professional background included Healthcare Sales and Administration, live television news anchor, and co-host on a show on Fox Sports Network Arizona. Zach had no previous real estate experience or connections when he decided to go for it!
Zach’s primary responsibilities as CEO include overseeing all acquisitions, sourcing capital, and building strategic partnerships. He resides in Scottsdale, Arizona, with his wife, Grace Haptonstall. His goal is to Help People Achieve Passive Cash-Flow & Grow Wealth Through Multifamily.
Rise48 Equity was founded in 2019 and operated in Phoenix, Arizona. They focus on acquiring deals in Phoenix, which ranks #1 for rent and population growth. Rise48 Equity provides multifamily investment opportunities for accredited and non-accredited investors to protect and grow their wealth.
In this episode, we discuss:
- The Phoenix housing market – what it was, what it is, and what it can become
- How to get started in real estate – step by step
- Tic syndication and agreements
- The importance of education and going to conferences
- Understanding the loan role in real estate investing
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- rise48equity.com
- https://www.linkedin.com/in/zach-haptonstall/
- https://www.instagram.com/rise48equity/?hl=en
In this episode of Cash Flow Pro, we talk with Dan Kryzanowski, capital advisor at BV capital and Founding Vice President of Rocket Dollar. Dan is originally from Scranton, Pennsylvania. His dad was a high school principal, and his mom was a social worker. He was on the traditional investment route when he found himself at a wedding with other investing men and learned about flipping houses and using your retirement dollars.
Dan now lives in Austin, Texas, and has raised millions of dollars across multiple channels, including accredited investors, family offices, and investment advisors. He specializes in niche segments, such as industrial and self-storage, complimented with a deep knowledge of tax-advantaged investing.
In this episode, we discuss:
- First steps to investing with IRA
- Self-directed IRA, SEP IRA & the solo 401 K HQRP Nu
- Opening a Roth IRA
- Perks of a physical asset
Let’s find out how to use our retirement money for passive income!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://bvcapitaltx.com/
- https://www.rocketdollar.com/
- https://www.linkedin.com/in/danielkryzanowski/
In the 92nd episode of Cash Flow Pro, we talk with Alina Trigub, founder and managing partner at SAMO Financial LLC. Alina has an MBA in Finance and Management from Rutgers and a Bachelor of Business Administration in Accountancy from the City University of New York. She has worked as a Tax Accountant at Ernst & Young, as well as in the private sector.
Alina is a big fan of spreading wealth by teaching others about the benefits of passive income. Her goal is to explore all avenues for improving client portfolios, demonstrating the benefits of different funds, and sharing tax advantages. Tune in to hear what she teaches us!
SAMO Financial helps its investors in building a legacy and making an impact on their communities. They work with all types of investors, no matter their experience in real estate. SAMO prides itself on its transparency and handpicked investments.
In this episode, we discuss:
- Investing in real estate as a passive investor and active investor
- Business partnerships
- Assessing and questioning deals
- Dealing with bad partnerships
- Finding investors and cultivating relationships
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.samofinancial.com/about-us/
- https://www.linkedin.com/in/alinatrigub/
In this episode of Cash Flow Pro, we talk with Venkat Avasarala, founder of Stryker Properties LLC. Venkat first came to the U.S. to pursue a Master's in Electrical Engineering from UAH, Alabama and worked for 14 years in IT Domain at several Fortune 500 companies such as PepsiCo, Halliburton, and Bank of America. Back in 2016, he started a side real estate business. Eventually, he ended up pursuing it full-time due to his success! Today, he will share his experience in ground-up development and what that process looks like.
Stryker Properties LLC gets its name from the military vehicle. "Stryker" is an analogy for a lean, efficient, and sustainable but very effective business. Stryker Properties' goal is to build and protect wealth through a repeatable, scalable, and sustainable business model which will stand the test of time and market gyrations with reasonably predictable returns.
In this episode, we discuss:
- Ground-up development - challenges and process
- Buying land and the importance of due diligence
- Capital raising and transparency
- Future market predictions and where to invest
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- strykerproperties.com
- https://www.linkedin.com/in/venkat-avasarala-stryker/
In the 90th episode of Cash Flow Pro, we talk with Brian Burke, President and CEO of Praxis Capital Inc. Brian first began his real estate investment career in 1989. Since then, he has acquired over 750 properties, including over 3,000 multifamily units, with the assistance of proprietary software that he wrote himself. Like other investors, Brian began with the fix and flip strategy, and then about 20 years ago, he got into multifamily. When he made a personal 1031 investment, he never looked back.
Brian is also the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications and a frequent public speaker at real estate conferences and events nationwide.
These are all the qualifications that make him the perfect candidate to discuss the uneasy waters that are expected in the real estate market.
Praxis Capital, Inc. is a vertically integrated real estate private equity investment firm. Their strategy involves combining an entrepreneurial approach with an institutional infrastructure. Together the executive team at Praxis combines more than 100 years and $5 billion of experience in the multifamily sector, including ownership and management of over 100,000 apartment units. The firm believes in “creating” value with every investment.
In this episode, we discuss:
- Upcoming changes in the real estate market: cap rate compression and increasing prices
- The perfect time to jump into real estate
- Understanding the finances behind real estate and dealing with debt
- Why no one is touching the Cali real estate market
If you are interested in learning how to navigate the current and up-and-coming real estate market conditions, make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://praxcap.com/
- https://www.linkedin.com/in/praxiscapital/
In this episode of Cash Flow Pro, we talk with Pete Schnepp, a real estate investor and entrepreneur that will tell aspiring syndicators and us what the investor's point of view is. Pete has owned a painting service business for 15 years and has dabbled in other services like pest control. Eventually, he began to tap into real estate to buy a house a year. Today, he owns 14 properties and a total of 40 doors! He wants to continue to build his private portfolio of single-family and multifamily homes.
In this episode, we discuss:
- Retirement accounts and using your IRA to invest
- What to consider when investing in syndication deals and when to follow your gut instinct
- Transparency and constant communication throughout the investing process
- The current real estate market and mistakes to avoid
- Underwriting and projections
Tune in on this episode to learn the tips and tricks of a private real estate investor!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- PeteSchnepp.com
- https://www.linkedin.com/in/peterschnepp/
In this episode of Cash Flow Pro, we talk with Iven Vian, Co-Founder, and COO of Anthem Capital. Ivan is a retired Lieutenant Colonel from the Air Force after 20 years. His combined experience of 15 years in both single-family and multifamily real estate has allowed him to make over 19 deals and generate 65M in equity. Ivan strives for operational excellence and execution, as well as the impact these apartment communities have in their surrounding neighborhoods. By 2030, Ivan wants Anthem Apartments to have grown to 300 communities and have donated $2.5M of its profits to charity.
Anthem Capital helps busy, high-income professionals free up their valuable time through passive investments. They aim to help their customers achieve steady financial growth that is both lasting and has a positive impact on their community.
In this episode, we discuss:
- Get a mentor and someone that already paved the way
- Find one asset class and stick with it
- The advantages of multifamily and alternative income streams
- Increasing visibility by providing valuable content and being present
- The current real estate market
From scouting abandoned houses to successful multifamily investments, make sure to tune in on this episode to find out more about Ivan’s experience in real estate!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- anthemcp.com
- https://www.linkedin.com/in/iven-vian-55a136221/
In this episode of Cash Flow Pro, we talk with Samuel Sells, CEO of Wild Mountain Capital. Samuel is a retired Air Force officer that worked in construction for several years. He eventually began to combine his real estate experience when in service and decided he could start a business that could positively impact communities. Samuel saw the need for this type of entrepreneurship after his travels all over Afghanistan, Africa, Sub Saharan Africa. Today, he has a history of success in developing and building sustainable and repeatable systems overcoming many of the critical drivers of financial and social poverty. He developed skills in innovative Business Planning, Operations Management, International Relations, Management, Entrepreneurship, and Policy Analysis. Let’s hear what he says about real estate and its potential for positive impact!
Wild Mountain Capital’s goal is to simultaneously create a positive impact and a great ROI. Its real estate syndications are health initiatives that operate in a capitalistic paradigm, taking neglected assets and turning them into a housing that someone is proud to call home. These investments enable passive investors to build long-term wealth while leaving a positive impact.
In this episode, we discuss:
- The reality of the 9-5 and a 401K
- The bridge between military service and entrepreneurship
- Institutional partners, eviction, and liability
- Providing value and creating a safe community
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- wildmountaincapital.com
- https://www.linkedin.com/in/samuelsells/
In this episode of Cash Flow Pro, we talk with Dan Brisse, Co-Founder and Principal of the Granite Towers Equity Group. Dan is a former professional snowboarder, and for the past 13 years, he won multiple X-Games gold medals and was known as one of the top urban snowboarders in the world. After seeing the financial problems athletes around him were facing after retirement, Dan took it into his own hands to learn about financial management and how he could grow his wealth. Now, Dan has transitioned to a full-time real estate investor and part owner of Granite Towers Equity Group and is here to tell us his story.
Granite Towers Equity Group (GTEG) was founded to provide investors with passive income accessible NOW. They aim to relieve high-income earners of heavy income tax burdens through strategic cash-flow investments.
In this episode, we discuss:
- The importance of financial literacy
- The power of focusing on one thing at a time and perfecting it
- Differentiating between having liquidity and net worth
- Real estate regulation vs. the stock market
- The purchasing processes
Financial literacy will be what helps secure a better future for you and your loved ones. Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- granitetowersequitygroup.com
- https://www.linkedin.com/in/dan-brisse-442b791b8/?msgControlName=reply_to_sender&msgConversationId=2NTkzZWVjNmEtYjUxNy00M2IzLThmMjAtMGY5ZjE3ODMwNjg4XzAxMw%3D%3D&msgOverlay=true
In the 85th episode of Cash Flow Pro, we talk with Darren Smith, CEO of Solid Growth Properties. Darren went into military service straight after high school, where a colleague introduced him to real estate. After six years in the service, he educated himself on real estate and began investing in properties. In 2008, he was struck by the crash, but that did not stop him from getting back into real estate – especially – industrial real estate. Today, Darren will share his knowledge and how we, too, can learn from his mistakes and take on the industrial real estate sector.
Solid Growth Properties buys industrial and commercial properties in desirable areas for long-term stable returns. They work directly with sellers to create tailored solutions that maximize ROI. Solid growth prides itself in acquiring millions in real estate while prioritizing seller relationships and customer service.
In this episode, we discuss:
- Over expanding your investments
- Industrial real estate – how it works and what to look for
- The importance of cultivating relationships and networking
- The Philly industrial real estate market
Tune in on this episode to learn more about the industrial real estate world!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- solidgrowthproperties.com
- https://www.linkedin.com/in/darren-smith-cre-investor
In this episode of Cash Flow Pro, we talk with Lane Kawaoka, Founder of Simple Passive Cash Flow. Lane started investing back in 2009. Eventually, he decided to invest in syndications that invest in Class C & B Multi-Family Apartment, RV Parks, mobile homes and assisted living facilities because of this Nation’s demand for affordable housing. Now, he has acquired 8000 rentals and 1.1 $1.2 billion assets of ownership.
Through his journey, he realized the need for trustworthy and accessible real estate education – creating simplepassivecashflow.com. He aims to help the hard-working middle-class build actual asset portfolios by providing free investing education, podcasts, and networking, plus access to investment opportunities not offered to the public.
In this episode, we discuss:
- The reality of finding deals the “right” way
- Passive investing and what investors want to see
- What to look for in an operator
- Finding your people
If you are interested in staying away from some of the real estate BS that keeps you from your goals, this episode is for you!
As always, do not forget to like and subscribe!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- simplepassivecashflow.com
- https://www.linkedin.com/in/lanekawaoka/
In this episode of Cash Flow Pro, we talk with Sergio Altomare, Co-Founder, and CEO of HearthFire Capital. Sergio began working in real estate full-time in 2012 when he partnered with his wife, Corinn. They started by flipping houses and rehabilitating properties and multi-family developments.
By 2019, they decided to focus on self-storage because of its rapid growth in the market. Within eight years, Hearthfire Holdings has built a portfolio of more than $50M in assets under management and syndicated over $12M in assets, returning more than $2M in profit and 25 percent IRR to investors.
In this episode, we discuss:
- Self-storage
- The current market and concrete shortage
- Temperature and climate control in self-storage facilities
- What to consider for higher profitability in this asset class
- Self-storage underwriting
Tune in on this episode to discover everything you want to know about self-storage real estate investments!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://hfirecapital.com/
- https://www.linkedin.com/in/sergio-altomare-7823294/
In this episode of Cash Flow Pro, we talk with Steffany Boldrini, Principal of Monte Carlo Real Estate Investments, LLC. After working in tech sales for about 10 years, Steffany decided to dive into real estate investing. The main factor is the security that having an asset-based investment provides. Today she shares her real estate preferences, how she started in the industry, and where she is going.
Monte Carlo Real Estate Investments is a real estate Investment firm focused on value-add commercial properties on the West Coast.
In this episode, we discuss:
The pros and cons of car washers
The overlooked self-storage asset class
Moving away from California and exploring other markets
Tune in if you are interested in owning other niche types of real estate!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
montecarlorei.com
https://www.linkedin.com/in/steffbold/
“…high integrity, people that do their job is essential….”
In this episode of Cash Flow Pro, we talk with Sam Bates, Founder and CEO of Bates Capital Group. Sam has a Bachelor of Science degree from Texas A&M University in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University. He also spent more than a decade in corporate America before starting a career in real estate. His sole focus is to help others improve their life conditions through real estate investing. His portfolio currently has 1,035 multifamily units in Texas and the Southeast. They have 1,100 units in the development pipeline. Sam and his team have provided an average IRR of 61% on all deals that have gone full cycle.
Bates Capital Group is a real estate investment company committed to acquiring value-add investment opportunities for investors. They aim to acquire high-quality assets that provide risk-adjusted returns to our investors.
In this episode, we discuss:
- Property management and how it can affect your investment
- The importance of finding qualified personnel and when to invest more in services
- How due diligence can save your deals
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://www.linkedin.com/in/sambatesiv/
http://batescapitalgroup.com/
In the 80th episode of Cash Flow Pro, we talk with Wesley Yates, Founder of VFR Capital Investments. Wesley is a marine veteran from East Texas that began his journey in the real estate world in 2018 after tagging along to some of his wife’s real estate networking events. He used his recruiting skills to work with his partners in getting deals. Wesley has closed more than 800 multi-family units and 70 million dollars. In this episode, he sits down with us to get honest about his journey and what it takes to pave the path to success!
VFR capital is a real estate investment firm owned and managed by veterans and first responders. Their focus is on multi-family units' acquisition, management, and disposition. They offer investors investment opportunities that deliver outstanding results.
In this episode, we discuss:
- Real estate ethics
- The troubles with automation
- Underwriting
Tune in on this episode to learn more about the nitty-gritty of real estate!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- vfrcapitalinvestments.com
- https://www.linkedin.com/in/wesley-d-yates-98aa5196/
In this episode of Cash Flow Pro, we talk with Dan Haberkost. Dan began his career in real estate at the tender age of 16! Having worked throughout high school and college, he realized he did not want his whole life to revolve around work. He was craving financial freedom; we all know the best way to do it is through passive income.
Dan spends his time on development, land investing, and consulting. He also shares his real estate experience on his website - danhaberkost.com. But today, he will share some of his wisdom with us on the podcast.
In this episode, we discuss:
- Deal flow incoming and differentiating yourself from competitors
- Making land investments (perks, process, and mistakes to avoid)
- The power of consistency
- Dealing with absentee owners
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://danhaberkost.com/
In the 78th episode of Cash Flow Pro, we talk with Becca Hintergardt, multi-family investor and author of Hint Investments. Her goal is to use her 20-year knowledge and experience to help investors have high returns and take advantage of tax benefits. Becca went from a medical device rep for a Fortune 500 company to living the dream in Costa Rica thanks to her passive income from all her real estate properties. Becca will talk to us about moving to a new country, how to benefit from your properties while abroad, and the landmines we should be aware of when doing hotel conversions!
In this episode, we discuss:
- Creating tax-deductible opportunities from your own home
- The real estate market in Costa Rica
- Hotel conversion
Tune in on this episode to find out more about moving to a new country and having your real estate income be your resource!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- hintinvestments.com
- https://www.linkedin.com/in/becca-hint-hintergardt-020a82204/
In this episode of Cash Flow Pro, we talk with Mike Russo, founder of Sparkoffer.com. Mike has been in global luxury residential real estate for twenty years. Recently, Russo served as director of business development and COO of Concierge Auctions, a global real estate marketplace specializing in the auction sale of luxury homes, where he auctioned a billion dollars in luxury homes in 26 states and 17 countries. His extensive background in this real estate niche and entrepreneurial spirit inspired him to create SparkOffer. The offering platform simplifies the selling process and gives
all qualified buyers have a seat at the table.
This makes him the perfect candidate to shed some light on everything we’d like to know about the future of real estate offers and everything in-between.
In this episode, we discuss:
· The importance of location when investing in real estate and avoiding flood zones · SparkOffer and the future of real estate offers· REO homes
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.sparkoffer.com/
- https://www.linkedin.com/in/mikerusso1/
In this episode of Cash Flow Pro, we talk with Corey Geary from New Age Wholesaling / Novation Nation. Having started as a blackjack dealer, Corey has made a name for himself in the real estate world since joining it in 2016. Corey is a self-made entrepreneur and real estate investor with over one thousand deals under his belt throughout his career. The social media real estate influencer has participated in transactions of $15 million. Today, Eric runs two businesses. He uses New Age Wholesaling to create deals and helps other individuals turn leads into solid deals through Novation Nation.
In this episode, we discuss:
- The importance of due diligence and checking the ROC
- The reality of real estate TV
- Knowing the markets when wholesaling
- Finding the solution to the gap within that area of real estate through Novation
- The process and legalities of wholesaling
If you are interested in learning more about real estate wholesaling, don’t forget to tune in on this episode and subscribe!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- novationnation.com
In the 75th episode of Cash Flow Pro, we talk with Eric Panecki of Leverage Capital Ventures and his business partner Veronique. Eric was always attracted to the entrepreneur lifestyle. He went to school in West Virginia in Economics and shortly took up real estate because of the time and financial freedom it offers. He began as a real estate agent, then worked at a real estate hedge fund before he bought his first property and started flipping houses. Today Eric and his family specialize in multi-family and now around 100 units.
Veronique “V” is a co-founder at Leverage Capital Ventures. She has a range of interests, having dabbled in marine biology and finally getting a computer science degree. Eventually, she took another route into private lending that paved the way for real estate.
Eric and Veronique share their experience as they take on financial and real estate.
In this episode, we discuss:
- Following your gut and creating your opportunities
- The importance of a balanced partnership and what that looks like
- Critical aspects of mixed-use properties
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.leveragecapital.com/#our-services
- https://www.linkedin.com/in/epanecki/#experience
- https://www.linkedin.com/in/veroniquehut/
In the 74th episode of Cash Flow Pro, we talk with Brendan Chisholm, founder of BKC Holding, LLC. After being let go, Brendan began looking for alternative ways to invest his money. While going through the traditional route and starting with the stock market, he eventually started asking around and saw the advantages of real estate.
As an experienced business developer and program manager, Brendan is currently for a global telecom company in their real estate division, building strategic partnerships to identify untapped revenue opportunities through third-party partnerships. Today, Brendan is growing his portfolio by focusing on acquiring distressed and value-add Commercial Real Estate in emerging markets across the United States.
In this episode, we discuss:
- Starting the real estate journey
- Tangible assets
- Underwriting
- The importance of transparent communication
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- bkcholding.com
- https://www.linkedin.com/in/brendanchisholm/
“Investing is More Mental Than Anything Else”
In this episode of Cash Flow Pro, we talk with Mariusz Skonieczny, founder of MicroCap Explosions. He graduated from Indiana University in 2003 with a finance degree but was inspired by books like Rich Dad, Poor Dad to pursue real estate. So, from 2003 to 2008, he was an appraiser and broker in the residential and commercial real estate industry. He took a brief break during the 2008 financial crisis to focus exclusively on the stock market investing $10,000. By 2021, his account reached $7 million. His route to success was not a steady one, but hey, that’s microcap investing. Today, Mariusz is here to tell us all about the psychology of the real estate market and how we can use it for all our future investments!
MicroCap Explosions is a private membership website focused on finding investment opportunities in the microcap and small-cap space where the competition from retail and institution investors is minimal.
In this episode, we discuss:
- Microcap stocks
- Finding the right broker
- Appraising
If you are interested in learning more about the right time to find deals and better understand potential investors, make sure to tune in on this episode!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.youtube.com/user/SkoniecznyMariusz
- https://microcapexplosions.com/join/
“Nothing worth it comes easy.”
In this episode of Cash Flow Pro, we talk with Joe Killinger, founder of joekillinger. co. Joe began selling shoes during the day and worked for a telemarketing company at night before finding real estate. Thirty years have passed since then, and he has been active in different roles in the real estate industry like an agent, investor, syndicator, founder, and operator of companies and properties he invests in. He has been responsible for the sale of and directly involved in marketing over 5,900 assets, resulting in closed transactions totaling over 900 million dollars all over the U.S.
In this episode, we discuss:
- The California market
- The real estate market conditions today
- Years of real estate experience and what steps to take choices to avoid
Tune in on this episode to learn more about the road to real estate success!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- joekillinger.co
- https://www.linkedin.com/in/joe-killinger-9247763b/
In this episode of Cash Flow Pro, we talk about gender equality professionally and in our everyday lives with Catherine Gray from She Angel Investors and host of the Invest In Her podcast. Catherine's mission is to ensure women are offered the same opportunities as their male counterparts – in a professional setting. This means funding and promotions. In the real world, women get only 2% of capital funding. The rest, 98%, goes to male candidates. This means a lot of brain power and innovations on the sidelines that aren't getting investment.
She Angel Investors connects women founders to funding. Their focus is on empowering female entrepreneurs. She Angels has hosted game-changing events to empower women, such as the Live Love Thrive Conferences, She Angels Pitchfest, and the She Angels Web series.
In this episode, we discuss:
- Gender Inequality in all professional arenas
- How to create awareness of gender discrepancies
- The need for a balance in management positions
- The data behind gender inequality
Tune in to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.sheangelinvestors.com/
- InvestInHerPodcast.com
- https://www.linkedin.com/in/catherinelgray/
- SheAngelsFoundation.org
“…he was very successful in his business in the stock market, but his real estate was going to pay for his retirement.”
Today in Cash Flow Pro, we talked with Shawn Winslow, Founder, and Managing Partner at Greenbriar Capital Group. Before founding Greenbriar Capital Group, Shawn worked with one of the Top 10 Largest Investment firms in the World and brought in over 1.5 billion dollars in assets. Later, he was inspired by the entrepreneurs in his life and the freedom that path offered; he decided to pave his way through real estate. Shawn invests in multifamily apartments that generate passive income and financial freedom.
At Greenbriar Capital Group they target markets with population growth, job growth, income growth, and other key economic drivers. All their acquired properties have a value-add opportunity that allows them to reposition the property through capital improvements, renovating the exterior and interiors, improving management, and reducing expenses, all to drive value to the bottom line for the property and its investors.
In this episode, we discuss:
- Capital raising (506 B- friends and family)
- Traditional investing mindset
- The opportunities for student housing and how to scout the market
If you are interested in learning about new multifamily markets, tune in to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- greenbriarcg.com
- https://www.linkedin.com/in/shawnwinslow/
“…building the machine is the hardest part. Yeah, once the machine is built, the machines built….”
In the 69th episode of Cash Flow Pro, we talk with Bailey Kramer – a real estate investor, Airbnb expert, and entrepreneur. After being introduced to real estate at 19 by Rich Dad, Poor Dad, Bailey bought his first property at only 20 years old. Today, he co-owns a hosting company and manages 8 Airbnb properties in 4 different states!
In this episode, we discuss:
- Short-Term Rentals
- How to build an income stream with no money
- What seller financing is, and how you can use it to get started on your real estate career
- Co-Hosting an Airbnb
- Setting up functional systems
- The negative side of rental arbitrage
Tune in on this episode to learn more about how to get started on short-term rentals and Airbnb!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.baileykramer.com/
- https://www.linkedin.com/in/bailey--kramer/
- https://www.instagram.com/the_bailey_kramer/
In this episode of Cash Flow Pro, we talk with Pablo Gonzalez, the official hype man for JWB Real Estate Capital. Pablo is a globe trotter passionate about creating relationships that you can leverage into more excellent value for both parties. From green building to marketing and his podcast, Pablo is here to tell us about his experience as a “hype man” and how he has grown his business by cultivating the right relationships.
Not Your Average Investor Show is a talk show that takes viewers through all aspects of building generational wealth. They do this through alternative asset classes, focusing on rental income properties—hosted by Gregg Cohen, Co-Founder of JWB Companies & Pablo Gonzalez.
In this episode, we discuss:
- Being overinformed and its consequences
-
Diversification of knowledge, access, and skills
-
Leading with value
- Community building
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- NYAIS.com
- https://www.linkedin.com/in/pablotheconnector/
The Entrepreneurial Spirit and Chasing Your Dreams With Pancham Gupta
"It's not that they don't make good money. It's that they get up every day. And they feel just as empty when they get home as they did when they got the work."
In this episode of Cash Flow Pro, we talk with Pancham Gupta, a co-founder, and Principal of Mesos Capital. Before transitioning into real estate, Pancham completed his master's in Information Networking in Computer Science from Carnegie Mellon University. After getting into real estate and recognizing his passion for it, he has bought and invested in real estate in 5 different states. He has even dabbled internationally. Today, Pancham shares how he walked away from the life he thought he wanted into one that was fulfilling.
Mesos Capital's mission is to help get your money worries out of the way by using real estate as an investment vehicle to make your money work for you.
In this episode, we discuss:
- The golden handcuffs - Understanding that while making money is great, it doesn't justify doing a job that does not make you happy
- The proper mindset, a good mentor, and a set goal
- Taking a chance and recognizing your priorities
- The freedom that real estate allows
If you are interested in learning how to get the courage to step into a new career in real estate, listen in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- mesoscapital.com
- https://www.linkedin.com/in/panchamgupta
In the 66th episode of Cash Flow Pro, we talk with Alex Mandaro, Managing Principal at Rubicon Properties. Alex has spent five years working on asset management and commercial real estate investments. His drive to push forward is to help pave the way for others searching for what he has found – financial freedom. Alex is here today to share how commercial real estate has impacted his life and how it can impact yours.
Rubicon Properties is a private real estate investment firm in South Florida. The firm focuses on education and helping others recognize the benefits of passively investing in income-producing real estate.
In this episode, we discuss:
- Finding your calling and investing in it
- Curating your target audience
- Broker relationships and creating your funnel
- Inflation and Tax write-offs
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- mandaroalex.com
- https://www.linkedin.com/in/mandaroalex/
In the 65th episode of Cash Flow Pro, we talk with Michael Flight, a real estate entrepreneur whose focus is on retail real estate. His 34 years of experience and more than $600 million worth of real estate transactions make him the perfect candidate to tell us about the future of commercial real estate, specifically retail real estate.
Michael’s mission is to help investors create a diverse, long-term portfolio through his companies: Liberty Real Estate Fund and Blockchain Real Estate Summit.
In this episode, we discuss:
- What is Blockchain Technology
- Metcalfe’s Law
- Security Tokens and Non-Fungible Tokens
- How countries will react to real estate and blockchain
If you are interested in learning about theories on how real estate will develop in the future, make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://libertyfund.io
- https://blockchainrealestatesummit.com
- https://triplenet.re
- https://michaeljflight.co
- https://www.linkedin.com/in/michael-flight/
In this episode of Cash Flow Pro, we talk with Sia, Senior Principal and Asset Manager at Arrowhead Capital. Sia started as a Mathematics educator at the high school and community college level. She earned her MBA in Economics and Finance and started in real estate as a real estate professional before transitioning to real estate investing. Sia has almost twenty years of real estate investment experience and is here to share her knowledge with us!
Arrowhead Capital is a real estate investment firm that acquires multifamily assets in the Mid-Atlantic and Southeast. Their goal is to provide their investment partners with excellent opportunities that allow them to create passive wealth while enhancing the lives of those who reside in their apartments.
In this episode, we discuss:
- Real estate education
- Investing in real estate Vs. Stocks
- Understanding the big picture of real estate as a long-term investment
- Working with your tenants
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- arrowheadcap.com
- https://www.linkedin.com/in/sia-senior-mba/
In this episode of Cash Flow Pro, we talk with Stefan Tsvetkov of RealtyQuant. Stefan was a financial engineer for ten years, jointly managing a $90 billion derivatives portfolio with colleagues. Today, he is a multifamily investor, analytics speaker, and live webinar host to share what he knows about market data in real estate and more!
RealtyQuant brings data-driven and quantitative techniques to the real estate industry and its clients. They are on a mission to value the real estate industry through education, investment, technology, and analytics.
In this episode, we discuss:
- Data aggregators
- Forecasting market growth and price increases
- Real estate analytics apps
If you are interested in learning how to use data to predict real estate markets, tune in to this episode to learn more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.realtyquant.com
- https://www.linkedin.com/in/stefantsvetkov
In this episode of Cash Flow Pro, we talk with Christy Keeton, co-founder of Keeton Realty Investments LLC. Christy began her professional career in the oil and gas industry and, after 15 years, decided to join her son in a new adventure – real estate. They began flipping houses, which is how she dipped her toes in the market. After leaving the oil and gas industry, Christy decided to give multifamily investing a shot. She is here today to talk about multifamily real estate investments and share her experience with us!
Keeton Realty Investments is a private investment firm that stabilizes multifamily communities and cash-flowing opportunities. The firm provides opportunities to grow legacy wealth through conservative real estate investments.
In this episode, we discuss:
- Tips and tricks on how to invest in relationships
- The real estate market in Alabama
- The role international investors play
- Proper due diligence on the property and your tenants
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.keetonrealtyinvestments.com/
- https://www.linkedin.com/in/christykeeton/
In the 60th episode of Cash Flow Pro, we talk with Scott Meyers, founder, and CEO of Self Storage Investing. Scott began his real estate career purchasing single-family homes until he realized he did not want to deal with the hassle of property management. Today, he and his team have created more than two million square feet of storage portfolio.
Self Storage Investing's sole goal is to provide tools to self-storage investors that will allow them to achieve financial freedom. The company has products, events, and coaching programs to help investors learn about self-storage real estate.
In this episode, we discuss:
- Self-storage and conversion real estate
- Side hustles and drop shipping
- Running a self-storage unit
- Creating your investor's list
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- selfstorageinvesting.com
- https://www.linkedin.com/in/scottmeyersselfstorage/
In the new episode of Cash Flow Pro, we talk with Amy Tiemann, Founder, and CEO of TM1 Properties. Amy comes from a construction family, so she was always around real estate. In 2004 she began working in a new construction company she and her ex-husband created after she decided to end her career in HR. By 2008 the company focused on multifamily renovations servicing 16 states.
Amy and her husband became involved in multifamily and real estate investing while managing their construction business. By 2015, she decided to focus on real estate investing and, in 2017, went out on her own.
In this episode, we discuss:
- Finding deals and raising money
- The importance of being around likeminded people to take advantage of opportunities
- 506 C offering Vs. 506 B offering
- Recognizing your target audience
- Fee revenue
Tune in on this episode to discover how you can grow your real estate business!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- tm1properties.com
- https://www.linkedin.com/in/amy-tiemann-911b566/
In this episode of Cash Flow Pro, we talk with Joe Viery, founder of US Tax Advisors Group, Inc. Joe has been an entrepreneur since graduating from college, creating and selling new companies throughout his life. He eventually entered the financial planning and tax strategy market while working with the California Association of Realtors. He then got help from a friend that helped create a cost-segregation strategy that allowed his clients to save thousands on Taxes. He is here to share how we can apply it to our properties!
US Tax Advisors Group, Inc (USTAGI) provides engineering-based Cost Segregation studies to all levels of Real Estate Investors. Their goal is to help clients create a tax-saving strategy for residential and commercial real estate investors.
In this episode, we discuss:
- Cost-Segregation: what it is, how long it lasts, when you should use it, and how it can save your money
- Tax Write-offs, Section 179D, Depreciation Recapture, and more
- Dealing with sold assets
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- ustagi.com
- https://www.linkedin.com/in/joseph-viery-49b1b923/
In the 57th episode of Cash Flow Pro, we talk with Heath Binder, Senior Vice President, Investor Relations at LBX Investments. Heath comes from a real estate family and has been in real estate since 2001. Today he uses his experience in crowdfunding and real estate to help clients understand the retail real estate market.
LBX Investments is a commercial real estate investment firm that invests in mispriced assets. The firm offers the following services: leasing, property management, asset management, construction, marketing, finance, and accounting efforts.
In this episode, we discuss:
- The importance of location and understanding its surrounding market
- What an anchor store is and its qualities
- Leasing retail real estate vacancies the right way
- Amazon and how it interacts with local retail stores
Learn more about retail real estate on this episode of Cash Flow Pro.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.lbxinvestments.com/
- https://www.linkedin.com/in/heathbinder/
In this episode of Cash Flow Pro, we talk with Bethany Finch from American Made Home Solutions, LLC. As a seasoned entrepreneur, Bethany began her journey into real estate through single-family homes. She later began to shift into multi-family and is here to tell us why and how she did it.
American Made Home Solutions is a real estate company known for its one-on-one customer service and unique approach to each client’s needs. The company buys and sells properties with the mission to rejuvenate neighborhoods and increase the standard of living by improving the overall quality of housing for the residents.
In this episode, we discuss:
- The advantages of multi-family vs. single-family
- The benefits of a mastermind
- Finding the right investors for you and why sometimes, your friends and family are NOT it.
- Education and the role it plays in our lives
If you are interested in learning more, tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- americanmadehomesolutions.com
- https://www.linkedin.com/in/bethany-finch-amhs/
In this episode of Cash Flow Pro, we talk with Brian Adams, Principal at Excelsior Capital. Brian began his career path as an attorney and eventually got into real estate through family members. His experience in legal, private equity, and real estate industries allow him to assess the alternative investment landscape and deliver strategic, reliable investment opportunities to his partners. Today, he shares how he grew his real estate business.
Excelsior Capital owns and operates high-quality, multi-tenant commercial real estate in developing markets. They focus on cash flow-producing assets that allow capital preservation and investor yield.
In this episode, we discuss:
• The idea that you must spend money to make money and how it applies to real estate investing
• Finding solutions for your investor’s problems and the importance of “pivoting” as a new business
• Retail investments vs. Institutional investments
• The art of selling and leaving your ego at the door
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
1. www.excelsiorgp.com
2. https://www.linkedin.com/in/brian-c-adams/
In this episode, I speak with Chris Prefontaine a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast.
Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ‘90s and owning a Realty Executive Franchise to running his own investments (commercial & residential) and coaching clients throughout North America.
Today, Chris runs his own buying and selling business with his family team, which purchases 2-5 properties monthly, so they’re in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month.
Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters.
He talks with us about his early years in real estate and what it was like for him living through the market crash.
Chris discusses why new entrepreneurs should seek a mentor and how finding the right mentor can be detrimental when first getting started in real estate.
Contact Chris:
Website-
https://smartrealestatecoach.com/
Youtube-
https://www.youtube.com/user/chrispreonline?app=desktop
Get Free Resources and Learning Tools-
https://wickedsmartbooks.com/cashflowninja/
https://smartrealestatecoach.com/mastersclass
I learned at a young age that people do not really care about you, they only care about what you can do for them. Then I got to thinking, how could I leverage that into helping me build a career. I said early on when I started selling real estate that I wanted to be the place where everyone came for information and I would sell real estate along the way. Well so far that has worked out really well, as I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started. We are excited to roll forward to next year and the next and the next by providing the value people look for, by giving them information and helping them out when they need it, and selling a little real estate along the way. Let's learn together, yes together I want to learn from you as well.
“The built environment accounts for 40% of carbon emissions globally….”
In the 53rd episode of Cash Flow Pro, we talk with Dave Holman, founder of Holman Homes. Dave has been a real estate investor since 2011. He co-owns 94 rental units in Southern Maine. He has successfully grown his business and has had a substantial positive impact on his community. Today, he is here to impart his wisdom on how he did it and his next steps.
Holman Homes invest in residential and commercial properties that benefit their residents and investors and their surrounding communities.
In this episode, we discuss:
- Accounting – how knowing the basics will help you grow your finances
- The importance of transparency in syndications and understanding how your investment will be distributed
- Dissecting a 506-B offering
- Assisting others to attain the American Dream
Tune in to find out more details you should know about real estate!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.holmanhomes.com/
- https://www.linkedin.com/in/dave-holman-mba-7254a513/#experience
In this episode of Cash Flow Pro, we talk with Amanda Han, Managing Director at Keystone CPA, Inc. Amanda is a CPA by day and a real estate investor by night. She started her career as part of an international accounting firm that helped individuals who made much of their wealth through cash flow and appreciation pay little to no taxes. Her goal is to help her clients identify ways to save taxes through their real estate portfolios. Today, she is here to share two decades' knowledge on real estate and taxes- let's take some notes!
Keystone CPA, Inc is an accounting firm in Fullerton, CA, that focuses on helping investors save on taxes nationwide.
In this episode, we discuss:
- The tax benefits of investing in syndication
- What depreciation is and how it works
- 1031 exchange | K-1 |
- The importance of open communication with your CPA
- Real estate partnerships and taxes
If you are interested in learning about real estate and taxes, tune in to this episode!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- KeystoneCPA.com
- https://www.linkedin.com/in/amandayhan/
In this episode of Cash Flow Pro, we talk with Aaron Zucker from Zucker Investment Group. He will take us through his journey in owning a bar with four partners and moving around the country, finding his real estate passion to understanding property management and all the hidden gems in real estate.
Zucker Investment Group is a boutique commercial real estate company based in Charlotte, North Carolina. They focus on the acquisition of value-add unanchored retail properties.
In this episode, we discuss:
- Life epiphanies and taking chances
- The realities of property management
- Partnerships
- Anchored and unanchored retail deals
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.zuckerinvestmentgroup.com/
- https://www.linkedin.com/in/aaron-zucker-zig/
The 50th episode of Cash Flow Pro is here! Today we talked with Jake Harris, founder and managing partner at Harris Bay. As a licensed California broker with two decades of experience in real estate, construction, and investment management, Jake is here to share his expertise to achieve financial freedom through real estate investing.
Harris Bay is a private equity firm that manages, develops, and acquires real estate. In the past five years alone, they have acquired more than $200 million in assets.
In this episode, we discuss:
• The power of books and education
• Establishing core pillars in both your personal life and work-life
• Post-pandemic market structures
If you are interested in learning more, tune in to this episode!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
1. https://www.catchknives.com/
2. https://www.linkedin.com/in/jake-harris-278b5229/
In this episode of Cash Flow Pro, we talk with Peter Schull, the director of business development at Patriot family homes. Peter went from the military into real estate – specifically the short-term rental market. Today, he will share his views on the market, its difficulties, and advantages.
Patriot Family Homes was founded in 2018 after the founders realized the gap in the market and the need for homes for traveling families and professionals. The company is veteran-owned and operated. Its focus is on short-term rentals and has successfully grown from a couple of houses to more than 350 in more than 25 markets. They use industry-leading software and management systems to help you maximize your home's value in the short-term rental market.
In this episode, we discuss:
• Single-family and short-term rental apartments
• Scalability within the market and the role of Airbnb
• Dealing with the local government and regulations
• How to start "dipping your toes" in the market
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
1. https://www.patriotfamilyhomes.com/team/peter-shull-
2. https://www.linkedin.com/company/patriot-family-homes/?viewAsMember=true
In the 48th episode of Cash Flow Pro, we talk with Julie Holly, Founder of Three Keys Investments. Julie is the third generation of her family to go into real estate, but that was not always the case. After graduating from college, she decided to become a teacher. She figured that having a government paycheck would guarantee stability in her life, and she could grow her portfolio on the side. This was not the case. She yearned for financial freedom. She turned to her roots in real estate and discovered the somewhat hidden advantages of syndication.
Today, Julie’s company, Three Keys Investments, focuses on multifamily investing. Their goal is to help investors protect, preserve, and grow their wealth. Tune in as we go through her journey from single-family into syndication, her first experiences, and what we can learn from them!
In this episode, we discuss:
- The benefits and advantages of syndication
- What first deals are really like
- The importance of customer service to investors and tenants
- The power of “no” and knowing when to backout
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.threekeysinvestments.com/
- https://www.linkedin.com/in/julie-holly/
In this episode, I talk with Dr. Amanda Barrientez - known as "The Money Healer" - is the founder of NFA - No Fucking Around
- Money is the host of the NFA Money YouTube Channel, and she’s been featured on over 100 podcasts.
After going from food stamps to building a 6-figure business fast, Dr. Amanda’s been on a quest to teach entrepreneurs her 3-step NFA Money Formula™ so they can confidently attract easier money into their businesses with less stress and more joy. Check out her proven step-by-step formula at
www.NFAMoneyFormula.com.
She speaks with us about how she went from being on food stamps to making 6-figures using practical manifestation strategies that actually work.
Learn the money mindset you need to have to become an entrepreneur in this week's episode with the incredibly knowledgeable Dr. Amanda Barrientez!
I learned at a young age that people do not really care about you, they only care about what you can do for them. Then I got to thinking, how could I leverage that into helping me build a career. I said early on when I started selling real estate that I wanted to be the place where everyone came for information and I would sell real estate along the way. Well so far that has worked out really well, as I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started. We are excited to roll forward to next year and the next and the next by providing the value people look for, by giving them information and helping them out when they need it, and selling a little real estate along the way. Let's learn together, yes together I want to learn from you as well.
In this episode of Cash Flow Pro, we talk with Megan Greathouse of Great Houses LLC and Horizon Sign Company. From growing up in a military family and moving every two to three years to joining the marine corps and getting a corporate job in marketing, Megan had life figured out until she became a mom. Then she noticed the importance of being present, decided to become an entrepreneur, and bought her first multi-family. Today, she tells us how she balanced it all and took advantage of her education to create opportunities.
Horizon Sign Company is a woman- and veteran-owned business in St. Louis, MO, founded by Megan Greathouse and her husband. This full-service custom signage creator helps organizations drive growth. Horizon Sign Company’s mission is to create signage in line with your organization’s specific marketing and communication needs – ensuring it is high-quality, on-brand, and impactful.
In this episode, we discuss:
• Military real estate benefits
• Un-bankable, what it means and how it works
• The reality of bank loans
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
1. https://horizonsignco.com/
2. https://www.linkedin.com/in/mkgreathouse/
In the 45th episode of Cash Flow Pro, Yannik Cudjoe-Virgil of Merlynn Acquisitions. The former football player suffered a devastating career-ending injury his first year playing. During his recovery, he picked up Rich Dad, Poor Dad and decided to take his life into his own hands. Today, Yannik tells us his story and why he chose real estate.
Merlynn Acquisitions is a multifamily private equity firm that focuses on identifying cash-flowing apartments that provide predictable and stable returns for their partners. Their goal is to double the equity investment in five years or less and provide quality affordable housing to tenants.
In this episode, we discuss:
- Taking action when faced with adversity
- Raising capital and forming relationships
- Use your money to build wealth not just save it
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
www.merlynnacquisitions.com
https://www.linkedin.com/in/yannikcudjoevirgil/
In this episode of Cash Flow Pro, we talk with Evan Holladay, President, and CEO Of Holladay Ventures. Evan worked for a developer while studying at the University of Louisville. His passion for real estate ignited. He began to look for new and exciting projects. His first was a modular development company focused on taking houseboat manufacturing plants and refitting them to build modular, energy-efficient, and mixed-income multifamily housing. His mission became clear – to provide quality, attainably priced communities for working-class families. Since then, Evan has invested more than $225 million and developed over 1347 units of multifamily real estate.
His company, Holladay Ventures, focuses on affordable multifamily housing in the Southeast US. As a company, its mission is to build sustainable, quality housing that provides long-term positive returns for cities, residents, staff, and investors.
Today, Evan is here to share his experience developing multi-functional and attainable real estate.
In this episode, we discuss:
- Understanding how things work and how to immerse yourself in the real estate world.
- The importance of verbiage and how it affects your tenants and marketing strategies.
- The importance of thinking outside the box and developing real estate that gives back to the community in more ways than one.
- Funds, raising capital, and Investment cycles
If you are interested in learning how to make your passive income have a more significant positive impact on your community, tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://holladayventures.com/
- https://www.linkedin.com/in/evanholladay
“What if I told you that the things in your life the goods the stuff in your life wasn't bought with money, it was bought with little bits of your time.” In the 43rd episode of Cash Flow Pro, we talk with Aileen Prak, one of the managing partners at Bonavest Capital. Aileen began her career in aerospace industry finance managing projects with more than $900M budgets. It was in 2018, when she had her first child and only 3 months of maternity leave that she realized she needed to create a passive income source that would allow her to spend time with her family without sacrificing their finances.
Bonavest Capital focuses on properties that provide above average returns. Their mission is to help investors achieve financial freedom through passive investments. They do so with respect, transparency, and integrity.
In this episode, we discuss:
- The benefits of passive income
- Time management and how it affects your lifestyle
- The importance of education and relationships
- What to look for when investing in real estate
Tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://bonavestcapital.com/
In today’s episode of Cash Flow Pro, we talk with Maricela Soberanes, managing principal and founder of Up Plex. Marciela moved from Mexico to the U.S.A at the age of 23. She began to study medicine, learned the language, and gave back to the community by joining the Navy. Her first real estate experience was purchasing a duplex in 2006.
Slowly, she became aware of the power of real estate and passive income. After paying a $250,000 student loan debt in 18 months, she made it her goal to diversify her portfolio and educate herself on what it takes to achieve financial freedom.
Our mission is to divulge financial literacy and create the Up Plex Institute platform to offer educational courses covering the entire spectrum from economic dependency to Financial Independence, Paying off student debt, basics of investing, building wealth, etc.
In this episode, we discuss:
• Starting a new chapter in a new country
• Discovering real estate and using it as a tunnel for passive income
• Vetting operators and sourcing investors
• Location and why it is essential to your business
Tune in if you are interested in learning more about Maricela’s story and how you can create a revenue stream.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
1. https://www.linkedin.com/in/maricela-s-11942498/
“There's a reason banks got marble floors, and we've got wood.”
In this episode of Cash Flow Pro, we talk with Nate Scott, the Client Development Coach from Living Wealth. Nate’s focus is to help others become bankers and achieve financial freedom through the infinite banking method.
Today, Nate is here to go over the basics with us so we can better understand the ins and outs of infinite banking.
In this episode, we discuss:
- How to begin the process of infinite banking
- Using policy loans to reinvest and grow your wealth
- Going over hypotheticals and examples that help you understand the “circle form” of infinite banking.
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://livingwealth.com/staff/nate-scott/
In this episode, we speak with Derek Clifford a successful single and multifamily real estate investor, adding 13 out-of-state units to his portfolio in his first year of acquisitions while working a full-time job. Today he is a multifamily investor controlling 200+ apartment units with over $20M AUM.
He is also an author, and podcast host of the “Elevate Your Equity” show. He is the founder and CEO of Elevate Equity, a firm that partners with individuals and companies to purchase, improve, and operate cash-flowing multifamily apartment real estate.
Derek published his first book “Part-Time Real Estate Investing for Full-Time Professionals,” in 2019, which has helped several people get started on the path of growing their passive income on the side while working a full-time corporate job.
Derek is a passionate educator and partner in cash-flowing real estate and has a goal of helping 2000 couples achieve financial independence by leaving their full-time work situation to do what they REALLY love with their time and resources.
Derek tells us how we can unlock the 3 degrees of freedom (time, location, financial). He also talks about working with your spouse and the AirBNB Nomadic adventure while working on REI full time.
He also gives us advice on how to believe in ourselves and act out of wisdom instead of fear.
Derek changed my life and I know he can change yours too!
I learned at a young age that people do not really care about you, they only care about what you can do for them. Then I got to thinking, how could I leverage that into helping me build a career. I said early on when I started selling real estate that I wanted to be the place where everyone came for information and I would sell real estate along the way. Well so far that has worked out really well, as I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started. We are excited to roll forward to next year and the next and the next by providing the value people look for, by giving them information and helping them out when they need it, and selling a little real estate along the way. Let's learn together, yes together I want to learn from you as well.
Meet Jason Wright, the founder of Intentionally Inspirational, a digital agency that offers sales and digital marketing strategies to real estate investors focusing on ActiveCampaign and Zapier.
In this episode of Cash Flow Pro, Jason will share his journey through HR and corporate life to self-employment and finding his calling – marketing. He will tell us how he found his niche in real estate, grew his business, and share tricks on how a proper marketing strategy can positively impact your business.
In this episode, we discuss:
- What a lead magnet is and how to use it to your advantage
- Understanding the marketing funnel and creating brand awareness
- How to use automation in your business
- Strategic brand awareness and why it’s important
Marketing is an essential pillar of business. Tune in to find out
how to speak and reach your target audience!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- www.intentionallyinspirational.com
- https://www.linkedin.com/in/jasonjwright/
In this episode of Cash Flow Pro, we talk with Adrian Pannozzo, Founder of Executive Properties Capital. Ten years into his career as a police officer, Adrian began to investigate his pension and how he could maintain the lifestyle he wanted even after he left the force. After thorough research, he decided the answer to that question was cash flow. Adrian is here today to impart his wisdom to us. Executive Properties Capital is a joint venture business that strives to make real estate investing easy and rewarding. Their focus is to help individuals grow their portfolios and achieve financial freedom.
In this episode, we discuss:
- The BRRRR (Buy, Rehab, Rent, Refinance, Repeat) Method
- Working with investors and
- Long-term real estate investments and going off-market
Tune in if you are interested in learning more about cash flow!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.investwithepc.com/
- https://www.linkedin.com/in/adrian-pannozzo-8098b8a9/?originalSubdomain=ca
In the 37th episode of Cash Flow Pro, we talk with Brian Briscoe, Director, and Founder of The Tribe of Titans. Having always had a passion for education, Brian had his sights on becoming a math professor. Unfortunately, 911 happened not long before he took that route and decided to serve his country in the Marines. After seventeen years of service, he wanted to explore real estate and create a passive income source. Brian started educating himself on single-family homes and later transitioned to multifamily homes. Today, he is here to share what he learned along the way.
The Tribe of Titans is an educational community focused on multifamily real estate investments. The community is a great place to find like-minded people and potential business partners and learn about the business. They walk you through what it takes to purchase an apartment complex and how to use it to create passive income.
In this episode, we discuss:
- Starting your real estate journey and seeking information
- The military market and its benefits
- Positioning yourself accordingly in the current real estate market
- The advantages of being a passive investor in real estate
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.thetribeoftitans.info/
- https://www.linkedin.com/in/brian-briscoe-445658a
“There is an identity theft victim every two seconds in the United States.”
In the 36th episode of Cash Flow Pro, we talk with Sandra Estok, Founder of Way2Protect. Sandra began her journey into cyber security when her identity was stolen. She was faced with six years of tumultuous experiences and trying to prove she was, in fact, herself. Today she is here to share her story and steps you should take to protect yourself when using all internet services.
Today, Sandra works with individuals, organizations, and Fortune 500 Companies in combating what she calls “Cybermonsters,” individuals who are trying to scam or hack you while you are distracted. She has also written a book, “Happily Ever Cyber!” to combat cybercrime one reader at a time!
In this episode, we discuss:
- The dangers of “Cybermonsters.”
- Dealing with identity theft
- Being conscious of how you relate to technology and safety measures you should take
Make sure to tune in on this episode to find out how to protect yourself when using the internet!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://sandraestok.com/
- https://www.linkedin.com/in/way2protect/
In today’s episode of Cash Flow Pro, we talk with active Naval Officer and real estate investor Marcus Long from A Long Legacy Capital, LLC. Marcus invested in real estate to achieve financial freedom through passive income. He began with single-family homes and later discovered the flexibility in multi-family syndications. Today, Marcus has more than 300 doors across Alabama, Oklahoma, and Colorado. Did we mention he did all this while abroad?!
Inspired by what he learned while navigating the military real estate market, Marcus founded A Long Legacy. His goal was to share the knowledge he acquired throughout his journey and help others create passive income to focus on what is essential in their life.
In this episode, we discuss:
The real estate military market
Transitioning from single-family to multi-family investments
How to get investors and invest while overseas
Self-directed IRA’s – what they are and how they can benefit you
Don’t miss out on all the tips and tricks on starting investing in real estate no matter your circumstances!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://alonglegacy.com/
https://www.linkedin.com/in/marcus-long-22278391/
“We unlocked a future that we could have never dreamed of. And it changed the trajectory of our of our family.” In this episode of Cash Flow Pro, we talk with Travis Smith, CEO, and Founder of Tribevest. It was in the midst of his career path that Travis noticed the path to financial freedom lay elsewhere – in real estate. Nevertheless, that route was still out of reach with the capital needed to invest successfully until he decided to join forces with his brothers. Together, they invested their money in syndications and later created their own marketplace that allows others to do the same.
Tribevest is a group investment platform that allows friends and family to get together and organize an investor group, pool money, and manage joint investments. The platform focuses on unifying members and celebrating each milestone along their journey.
In this episode, we discuss:
- The power of group investing and the importance of finding your tribe
- Raising capital and managing it
- Mediating partnerships and being on the same mission
- Understanding Tribevest and what it can do for you
If you are interested in learning how to create your tribe and invest in real estate, tune in and comment below if you have any questions!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.tribevest.com/
- https://www.linkedin.com/in/travissmithmovethechannel/
Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets.
In this episode, we talk with Jeremy Roll, Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash-flowing investments in real estate and businesses.
Jeremy is also the co-Founder of For Investors By Investors (FIBI). This non-profit organization was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California, with over 27,000 members.
Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the US's largest real estate crowdfunding website. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.
Jeremy talks with us about why he started investing in passive cashflow opportunities and the difference in real estate syndication now versus when he first started.
He shares how he manages his investments, the importance of diversifying your investments, and the pros/cons of passive investing.
Watch this episode with the incredibly knowledgable Jeremy Roll and learn how you can achieve success in your investing career!
I learned at a young age that people do not really care about you. They only care about what you can do for them. Then I thought, how could I leverage that into helping me build a career. I said early on when I started selling real estate that I wanted to be where everyone came for information, and I would sell real estate along the way. Well, so far, that has worked out really well. As I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started. We are excited to roll forward to next year and the next and the next by providing the value people look for, by giving them information and helping them out when they need it, and selling a little real estate along the way. Let's learn together. Yes, together, I want to learn from you as well.
In this episode of Cash Flow Pro, we talk with Timothy Krause, founder of Investments Crafted. Tim grew up in a real estate family, helping his parents flip houses. However, after a difficult time during the 2008 crash, he swore to give up real estate. Tim tried many different jobs until he started his own video production company. He worked with real estate professionals – this re-ignited his desire to get into real estate again.
Over the past few years, he has built a five-person team buying and selling 3-5 properties each month. Investment Crafted focuses on offering investment opportunities for various budgets selling raw land all over the U.S., with more than 50 successful land transactions. Today, Tim is here to tell us about his land investing business and share his expert tips!
In this episode, we discuss:
- Choosing land wisely and what criteria it needs to meet
- Scouting deals, sending blind offers, and range offers
- Understanding data and how it can help you
If you are interested in learning how to invest in raw land, tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://investmentscrafted.com/about/
- https://www.linkedin.com/in/tim-krause-776796a1/
In this episode of Cash Flow Pro, Co-Founder of Real Estate Lab David Toupin shares how his entrepreneurial spirit encouraged him to opt-out of the corporate route and pave his way to success through real estate investments. From starting from zero to even creating his own real estate acquisition platform, David has done it all and is here today to tell us how we can do it too!
Real Estate Lab is a cloud-based full-fledged real estate acquisitions platform that can underwrite your deals and manage your pipelines all online. The all-in-one platform also aids with running a networking community and hosting events.
In this episode, we discuss:
- Understanding the “Why” behind your goal and taking action
- Approaching investors and the importance of networking
- Creating a platform an acquisition platform
- The ups and downs of the real estate market and understanding when to tap in
Learn how to analyze the real estate market, how to approach investors, and more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- realestatelab.com
- https://www.toupinholdings.com/
- https://www.linkedin.com/in/toupindavid/
In the 30th episode of Cash Flow Pro, we talk with Megan Flake of Papasan Properties Group at Keller Williams. Megan has over 14 years of real estate investing experience. Her background in operations management, business procurement, and a greenbelt in 6 Sigma from GE allowed her to own 13 doors in three different states (South Carolina, Florida, and Texas). Today Megan is here to tell us how she got into real estate and her experiences along the way.
The Papasan Properties Group at Keller Williams in Austin, Texas, was founded in 2009. The group is currently ranked 4th in Austin and has successfully negotiated more than 850 contracts and $300 million in sales.
In this episode we discuss:
- House hacking and first-time property investments
- Understanding property management firsthand
- How to properly evaluate potential property management companies
- Off Market strategies
Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://papasanproperties.com/
- linkedin.com/in/megan-flake
“How much can we stretch our dollar in the shortest possible time to get the maximum possible returns?”
In this Cash Flow Pro episode, we sit down with Omar Khan, the Founder and Principal Manager of Boardwalk Wealth. Omar grew up in a family with experience in commercial real estate and eventually started to get involved in multifamily acquisitions and development. Today, he focuses on developing multifamily units in Texas, Georgia, and Florida. He is here to help us understand his next investment steps and why they will help him and YOU navigate and succeed even in unprecedented times.
Boardwalk Wealth is a private equity firm that connects passive investors to multifamily real estate opportunities with value-add potential. The firm focuses on demographics and supply/demand in strategic areas in Texas, Florida, and Georgia. The end goal is to increase the investment value of the Class A and B acquisitions through renovations while maximizing returns to investors and providing residents with quality living.
In this episode, we discuss:
- Different types of commercial real estate investments
- Investing wisely to ensure success even when unexpected circumstances arise
- The importance of choosing the right team and property management
Tune in and hear what Omar says about wise investments that have helped his family create generational wealth for the past 60+ years!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.boardwalkwealth.com/
- https://www.linkedin.com/in/omark1/
In today’s episode of Cash Flow Pro, we sit down with Jeff Davis, the Managing Partner at Bridgestone Capital. Jeff has been active in real estate since 2008 and is here to share how he scaled from single-family units and flipping homes to partnering with two large apartment syndications with over 500 units.
Bridgestone Capital helps supply chain professionals generate a passive income without having to deal with the volatility of the stock market. They understand that the growing demand for multi-family rental units is an excellent opportunity to reap the benefits of real estate investment through syndication.
In this episode, we discuss:
- Transitioning from single-family units to multi-family units
- Contacting new investors and how to approach them
- Understanding the power of webinars and newsletters
Make sure to tune in on this episode to find out more about scaling your business and how to reach out to new investors.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.bridgestoneinvest.com/
“The same lens that makes you a great investor of money will also make you a great investor of your time and your talent.”
In this episode of Cash Flow Pro, we talk with Christopher Nelson, Co-Founder of Wealthward Capital. Christopher began working for startups as a technology consultant and, after ten years, eventually decided to take a chance on real estate and be his own boss. Today, he is here to discuss his transition from
Christopher created Wealthward Capital, an equity investment firm, in 2017. Today, they have invested in 3000 units with a $300 million value. The firm aims to educate investors and tech employees on building a passive income portfolio.
In this episode, we discuss:
• Sudden wealth syndrome and the importance of education
• Discussing cash flow vs. appreciation
• Wealthward Capital portfolio building and transparency
• Mobile homes and their advantages
If you are interested in learning how to generate cash flow and new real estate investment opportunities, don’t miss out on today’s episode.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
1. https://www.wealthward.com/
2. https://www.linkedin.com/in/christophercnelson/
In this episode, we talk with Mike McCarthy, a husband, a father, and a serial entrepreneur. Over the past two decades, he is grateful to have played a major role in the growth and expansion of Keller Williams to become the #1 Real Estate Company in the world. As the Regional Operating Partner for the Greater Pennsylvania Region, he is proud to lead 11,000+ real estate agents in over 50 locations closing Over 25 Billion in Real Estate Sales in 2021.
Mike is also the co-founder of the GoBundance Mastermind, Co-Author of The Tribe of Millionaires, The Miracle Morning for Parents and Families, the accompanying Family Playbook, and a Group Facilitator and Motivational Speaker.
He is passionate about sharing wisdom that helps entrepreneurial families increase collaboration and connection, co-create shared values and goals, and form rituals and traditions that help them thrive together.
Mike hopes to make a lasting impact and unleash the extraordinary potential within people, especially families. He is driven by his generous heart and is deeply committed to helping his family, partners, and team members shine.
Mike talks with us about how to approach building your business for success and the importance of building a legacy that's meaningful for your family.
He also discusses how to be a great leader for your family as an entrepreneur and the importance of the work-life family balance.
Mike also talks about why he hired someone to vet his deals and how it helped him be a more responsible investor.
I learned at a young age that people do not really care about you. They only care about what you can do for them. Then I thought, how could I leverage that into helping me build a career. So I said early on when I started selling real estate that I wanted to be where everyone came for information, and I would sell real estate along the way. Well, so far, that has worked out really well. As I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started. We are excited to roll forward to next year and the next by providing the value people look for, giving them information and helping them out when they need it, and selling a little real estate along the way. Let's learn together. Yes, together, I want to learn from you as well.
“You go into this with the solution, you don't go into something with a problem…”
In the 25th episode of Cash Flow Pro, we talk with Sherwood Neiss the General Partner, Co-Founder, and Chief Crowdfunding Data Analyst of Crowdfund Capital Advisors. Sherwood began his career bouncing around Wall Street and Silicon Valley to eventually co-writing drafts and research papers that would allow crowdfunding to be accessible and change laws. Today he is here to share what inspired him to take this path and how he did it!
Crowdfund Capital Advisors (CCA) was founded by Sherwood and his business partner Jason Best. The crowdfunding advisory firm provides solutions to both the public and private sectors. Together with lawmakers, they made up part of the team that made crowdfunding legal starting a new, more accessible financing era.
In this episode we discuss:
- Crowdfunding structures, framework, and how to deal with resistance
- Presenting and passing the bill
- Crowdfund Capital Advisors – what it is and how it can help you trade your securities in all 50 states.
If you are interested in learning how to …. Make sure to tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- crowdfundcapitaladvisors.com
- https://www.linkedin.com/in/sherwoodneiss/
Tune into the 24th episode of Cash Flow Pro, where we talk about property management with Shawn Johnson from HomeVault. Shawn went from flying helicopters and potentially going to flight school to flipping his first house and eventually starting his own property management company. Today, Shawn conducts business in more than 4 States.
HomeVault aims to diversify its services with niche experts that cater to all sorts of single-family property management needs. They mix passion and skill to ensure that homeowners, tenants, and properties are taken care of and provided transparent services, tools, and systems.
In this episode, we discuss:
- Goals and finding new paths
- Growing your business and generating leads
- Challenges that arise in property management
If you are interested in learning more about what it takes to be a property manager and how to scale your business, make sure to tune in to this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.linkedin.com/in/shawn-johnson-a6b71813/
- https://homevault.com/team/
In this episode of Cash Flow Pro, we learn about the note buying a business with Scott Carson. Scott is the founder and CEO of We Close Notes, a Texas-based real estate investment company. We Close Notes’ goal is to buy distressed residential and commercial properties from banks and hedge funds.
Scott has been doing this for 17 years, and together with his investors, they have managed to purchase over $50M in assets in the past 18 months. Today, we will understand what it takes to buy notes, the process, and how you could get started on this real estate path.
In this episode, we discuss:
• What is the note buying business, and how did COVID affect it?
• Tracking payments and working with servicing companies
• The process of buying notes
• Understanding what belongs to you and what belongs to the borrowerIf you are interested in learning how to start buying notes, tune in on this episode to find out more!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
1. http://WeCloseNotes.com
2. https://www.linkedin.com/in/1scottcarson/
In the 22nd episode of Cash Flow Pro, we talk with Taylor Sohns, co-founder of LifeGoal Investments. Taylor started as a Wall Street asset manager, and he and his brother oversaw the proper diversification of portfolios of some of the wealthiest families in America. Later, both brothers realized the need for an educational foundation of financial planning and portfolio management to be accessible to anybody.
Today, Taylor focuses on making sure people learn about LifeGoal’s mission. They aim to simplify investing by creating easily accessible ETFs so everyday people can understand what they are investing in.
Stick around as Taylor walks us through the thought process of creating LifeGoal, what brought up the need for it, and how you can use it to meet your financial goals.
In this episode, we discuss:
- The problem with saving accounts and how to be proactive about them
- We discuss Mutual Funds and ETFs
- breaking down the life goal’s ETF à HOM | WLTH | SAVN
Tune in on this episode to find out how you can diversify your portfolio and manage your wealth like a Wallstreet expert.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- lifegoalinvestments.com
- https://www.linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113/
“They only taught us to be a cog in the machine, not how to BE the machine…”
In this episode of Cash Flow Pro, we speak with Erik Cabral, founder of On Air Brands. After leaving a career of 20+ years in corporate America, Erik jumped into real estate investing. He educated himself on how to achieve financial freedom through real estate and successfully analyzed several locations before purchasing his own multi-family.
Erik owns a branding agency in New Jersey called On Air Brands. They help business understand their branding gaps to reach their desired audience. Today, Erik is here to teach us the importance of branding and how to apply it to real estate.
In this episode, we discuss:
- Breaking down brands and what it takes to make a strong brand for ‘you’
- Branding as well as personal branding
- Real estate investing
- Investing adventures
If you’re searching for experienced advice on how to improve your brand, then you’ll want to give today’s podcast a listen!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://onairbrands.com/
https://www.linkedin.com/in/erikcabral/
“You don’t wait to buy real estate. You buy real estate and wait.” In the 20th episode of Cash Flow Pro, Charlie Wessel, Founder, and Principal of Cordell Capital share how he went from being a general contractor to raising capital for multi-family real estate in several states.
Cordell Capital’s primary focus is to help busy professionals diversify their portfolios by introducing them to multifamily real estate investing. They primarily invest in low unemployment markets with a growing population, year-over-year rent growth, and low vacancy rates. Their goal is to minimize risks and maximize tax efficiencies.
In this episode, we discuss:
- The importance of proper and thorough due diligence
- What to look for in an operator before investing
- How to source investors
Learn how to properly vet your operators and source investors for your next real estate investment.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.cordellcapital.com/
- https://www.linkedin.com/in/charlie-wessel-a50b1a15a/
In this episode, I talk with Danny Newberry.
Danny Newberry is the founder and president of Value Investment Group.
He has built Value Investment Group into an integrated and successful firm that has acquired more than 30 properties since its inception in 2008, acquiring assets in more than a dozen states.
Danny talks with us about why he left school to get into real estate. He also discusses how he scaled through the business in the middle of a market crash and how to succeed using the triple net business.
He also talks about the importance of scalability and why he likes commercial real estate rather than multifamily.
You don't want to miss this episode with the incredibly successful entrepreneur Danny Newberry!
I learned at a young age that people do not really care about you. They only care about what you can do for them. Then I thought, how could I leverage that into helping me build a career. I said early on when I started selling real estate that I wanted to be the place where everyone came for information, and I would sell real estate along the way. Well, so far, that has worked out really well. As I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started. We are excited to roll forward to next year and the next and the next by providing the value people look for, by giving them information and helping them out when they need it, and selling a little real estate along the way. Let's learn together. Yes, together, I want to learn from you as well.
For every dollar lost, there is a dollar found. No one wants to be on the wrong side of that equation. Yet almost everyone has finances that slip through the cracks, from coins claimed by the laundry machine to thousands of dollars of unnecessary taxes.
You read that right: unnecessary.
One of the many advantages of real estate is that it offers solid tax incentives designed to do everything from reimbursing investors for losses to exchanging old properties for new ones. Essentially, if you put value into the economy and infrastructure of the United States, the IRS will let a few dollars slide for you.
Chris Miles, our latest guest on the Cash Flow Pro podcast, knows this better than anyone. Founder and CEO of Money Ripples, Chris teaches entrepreneurs and savvy investors how to save more money by utilizing clever tax breaks and other strategies so that more money ends up in your pocket. To date, he’s helped over 850 clients save an average of $34,000 extra dollars a year to reinvest in themselves and their businesses, pay off debts, and have more financial freedom to buy back their time.
In this episode, we discuss:
- Why financial advisors are not indeed on your side, and what to do about it
- How to efficiently utilize your finances for maximum value potential
- Saving money regardless of your income bracket
- The benefits of passive income
What could you do with an extra $34,000 a year? Get that new car you’ve always wanted? Invest in private equity? Save that much more for college or retirement? Regardless of the reason, you definitely won’t want to miss what Chris has to share!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://moneyripples.com/
- https://www.linkedin.com/in/chriscmiles/
It's the mistakes that create the real value.
People have either achieved success or failure, but both parties have always made mistakes, which is the value of the experience. We use mistakes to pave the path and educate ourselves and others. It is what we do after those mistakes that determines our future.
Our latest guest in Cash Flow Pro, Dave Seymour, understands what it means to make mistakes and learn from them- to find the light at the end of the tunnel. Dave moved to the U.S. in 1986 and started a career as a firefighter and paramedic. Fast forward 16 years, and he did not have more time to give to his job, his family, or himself, work had taken control, and he could not find a way out. Eventually, after asking for a sign, he decided to go to a free real estate seminar near him.
After seeing the light at the end of the tunnel, Dave has acquired credibility as one of the top distressed asset investors in Massachusetts and even has a TV show "Flipping Boston" under his belt. Today he is the CEO and fund manager at Freedom Venture Investments.
Freedom Venture Investments is a real estate firm that focuses on finding value in overlooked markets. The firm's goal is to work within markets that demonstrate consistent rent growth, low vacancy, and a growing Real GDP.
In this episode, we discuss:
- The importance of asking for help, reading the signs in front of you, and taking action
- Flipping Boston, the Reality TV Show and the importance of credibility
- Understanding the difference between trading time for money and money making money
- Freedom Venture Investments – the investing process and future goals
Allowing yourself to ask for help can change your life. Dave's story is one in millions, so make sure you are next - keep an eye out for life's hand-ups!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.freedomventure.com/
- https://www.linkedin.com/in/daveseymour343/
"You want to be super cautious about your first deal. You want to make sure all the underwriting is conservative and that you partner with people who can cover the gaps that are in your knowledge."
In the 16th episode of Cash Flow Pro, we get to chat with Sandhya Seshadri, CEO of multifamily4you.com. Sandhya has been active in the equities market for over 20 years and has invested as a Limited Partner, Key Principal, or General Partner, amassing $200M in assets throughout the United States. Today, she tells us how she went from corporate life as an engineer to a successful real estate investor.
Multifamily4you.com is a company that identifies, acquires, and crates passive income through real estate. Sandhya created the company after she realized the unique tax advantage real estate investments offer and how multifamily Apartment Communities have proven to be less volatile than the equities markets and residential real estate.
In this episode, we discuss:
- Starting at corporate, shifting into the stock market, and realizing the perks of real estate investment.
- What to look for in your first LP investment and general partnership deal
- The quality-of-life properties hold and the details that attract tenants to your investment.
- The concept of money growing your business and vetting your opportunities
If you are interested in learning how to start in real estate, and create lasting and successful partnerships, pay attention to today's episode and how you can build your wealth through apartment syndications.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://multifamily4you.com/
- https://www.linkedin.com/in/multifamily4you/
What is it you really want to do? How can you get there? I had to get the vision and the courage to take action. In the 9th episode of Cash Flow Pro, we talk with Jens Nielson from Open Doors Capital tells us how he moved to the U.S. from Denmark in 1996, discovered real estate investing, and managed to grow his business from some fourplexes in Albuquerque to raising millions for syndications as a GP. From starting a career in IT to being his own boss and working as a licensed high-performance coach, Jens is here to tell us how he did it.
Open Doors Capital is a private real estate equity company. They help both organizations and individuals minimize the risk and gain confidence when investing in multi-family real estate. They deal with issues while you enjoy the passive income.
In this episode, we discuss:
- Starting a venture and learning how to invest in real estate
- Education and the importance of surrounding yourself with people that have similar goals
- Stock Market v.s. Real Estate
- Understanding how to take action and push out fear to achieve your goals and pass down your knowledge to your community
If you are interested in learning how to invest in private placements that have a strong cash flow, the time to get started is NOW. Tune in on this episode to learn how you can begin your journey.
Find your flow:
Casey Brown
Resources mentioned in this podcast:
- https://opendoorscapital.com/about/
- https://www.linkedin.com/in/jens-nielsen-multi-family-real-estate-coach/
“Discipline equals freedom… If you can’t discipline yourself, someone else is going to have to.” In the 14th episode of Cash Flow Pro, entrepreneur, best-selling author Anthony Vicino,founding partner of Invictus Capital, shares overcoming ADHD and using hyperfocus to acquire more than $40m in assets in five years. Anthony understands the feeling of being trapped in life’s distractions. Now, he wants to share the system that allowed him to achieve great success.
Invictus Capital is an exclusive community that invests in commercial real estate in Minneapolis. They manage their properties and deliver institutional-quality real estate investments to hundreds of passive investors.
In this episode, we discuss:
- Overcoming procrastination and life’s challenges
- How discipline and structure will allow you to move forward to reach your goals
- Invictus Capital – taking care of the residents, building, and investors.
If you are interested in learning how to beat procrastination and push through to attain your dream life, listen in on today’s episode!
Find your flow:
Casey Brown
Resources mentioned in this podcast:
- https://invictusmultifamily.com/
- https://www.linkedin.com/in/anthonyvicino/
When money exchanges…for goods or services…or buying investments and assets, money's flowing!
We sit down with Harper Jones from Create Tailwind in the thirteenth episode of Cash Flow Pro. As a wealth strategist, Harper teaches people how to take control of their money flow and how IBC or the Infinite Banking Concept can help them do just that. Today, Harper will tell us how we can do it too.
Create Tailwind was originally a full-service financial firm that later pivoted to helping others take control of their own money without the need for brokers or financial planners. Their inspiration for this change was the book, How to Become Your Banker by R. Nelson Nash. With this new direction, Harper and the team at Create Tailwind show us how to pursue financial independence.
In this episode, we discuss:
- The process of infinite banking (IBC) - what it is and how it works.
- How to use insurance contracts with a mutual insurance company as a vehicle that allows you to function as a bank.
- The benefits and cycle of IBC
If you are interested in learning how to leverage your wealth so that you and your family can profit for generations, make sure to tune in so you can reap the benefits IBC has to offer.
Find your flow:
Casey Brown
Resources mentioned in this podcast:
- https://createtailwind.com/
- https://www.linkedin.com/in/harperajones/
In this episode, I talk with Travis Watts.
Travis Watts is a proven leader in the real estate industry, where he’s been investing since 2009 in multi-family, single-family, and vacation rentals.
He began investing with Ashcroft Capital several years ago and has taken part in more than 30% of the Ashcroft opportunities.
After experiencing above-average communication, reporting, deal volume, and performance, Travis expressed interest in joining the Ashcroft Investor Relations Team.
Travis also has a background in traditional Wall Street investing and obtained a Series 7 and Series 63 license while working at a major brokerage firm with more than 400 billion in assets.
He 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.
In this episode, Travis talks with us about how he started multi-family real estate investing without help.
He discusses how he was able to add value to Joe Fairless and Ashcroft Capital and why his motto is "lead with value."
He also talks about how the way his parents raised him with the mindset to buy cheap, fix it up and sell high helped him succeed and why everything he invests in has a cash flow benefit.
You don't want to miss this episode with the legendary Travis Watts!
If you have more shots on goal, you're going to have more opportunities!
In the 11th episode of Cash Flow Pro we sit down to talk with Mike Dehaan, a specialist in off market properties and co-host of the Collecting Keys Podcast. Him and his business partner, Dan, built a wholesaling/flipping/investing operation from nothing and have developed a repeatable system.
In the Collecting Keys Podcast, Mike and Dan do real talk about how they run their off-market business and stories of what has happened to them on their journey. Mike is here to share his secrets on how they tweak basic models of marketing and developed a system that allowed them to build a rental portfolio of over 40 units while completing over 50 transactions in 2021 alone.
In this episode we discuss:
- Traditional marketing and the attention to details. Personalizing to local market can make a difference in the connections you create and increase your response rates.
- How to find leads and create an organized system to make sure your marketing is targeting the right audience.
- Building relationships with hard money lenders and working with them to get the best rates.
If you are interested in learning how to create your own real estate investment operation or pursuing off market investments, make sure to tune in to find out more!
Find your flow:
Casey Brown
Resources mentioned in this podcast:
- https://collectingkeyspodcast.com/
- https://www.instagram.com/mike_invests/?hl=en
Buy, rehab, rent, refinance! In the 10th episode of Cash Flow Pro we get into the nitty-gritty of real estate with distressed asset professional Tommy Christy. As the founder of Ilovehouses.com, he has acquired, renovated, and leased more than 2,700 homes in Northern California and completed acquisitions in 12 states. We are excited to learn from his endless experience in acquiring both residential and commercial properties through the foreclosure process from owners and banks.
Ilovehouses.com is a real estate investment company and website designed to help owners sell their houses without the hassle of paperwork or intermediaries. Tommy and his team have perfected the process of buying, flipping, and refinancing all types of real estate including damaged, foreclosed, condemned, etc.…
In this episode we discuss:
- Relationships create deals, and finding a good team will dictate your success rate.
- The importance of holding power and how it leads to profits.
- Flipping houses, when and where to buy as well as dealing with occupants and inspections.
If you are interested in learning how to make the most out of a seemingly poor real estate deal, don’t miss out on Tommy’s perspective and advice!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://ilovehouses.com/
- https://www.linkedin.com/in/tommy-christy-07118928/
Creating a solid base of knowledge, relationships, and structures before scaling up will ensure success. In the 9th episode of Cash Flow Pro, we talk with multifamily real estate syndicator and co-founder of Starboard Equity – Rebecca Moore. With more than 10 years of experience in real estate investing, Rebecca shares her story of how she and her husband achieved great success in owning more than 2000 multifamily units. She will now share her knowledge in multifamily acquisitions, strategic partnerships, and investor relations to help you leverage the power of commercial real estate to achieve financial freedom.
Starboard Equity focuses on helping people passively invest in multifamily real estate syndications. Rebecca and her husband Warren founded the company to help others understand how to diversify their portfolio and take advantage of strong-growing markets in the commercial multifamily asset sector.
In this episode we discuss:
- Starting as an investor yourself will help you learn and understand the tools to become a syndicator.
- The importance of finding the right mentor and understanding that you will put in the dollars that you will get out of it.
- The importance of nurturing partnerships and relationships to create opportunities and trust for all parties.
If you are interested in learning how to invest in real estate and achieve financial freedom through passive income, make sure to tune in to this episode to find out how Rebecca did it and what steps she took on the road to success!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://starboardequity.com/
- https://www.linkedin.com/in/rebecca-moore-buller-8b850711/
Have you ever been part of a team that just didn’t function? Whether it’s half-hearted members of a group project or partners in an investment, most of us have the experience of putting out fires for others. When money is on the table, the stakes get that much higher.
This is why the best investment strategies utilize effective teamwork to get the job done. Whatever that looks like for your circumstances, from good communication to solid delegation, will surely grow your potential for success.
Today’s latest Cash Flow Pro episode brings on real estate entrepreneur, Erik Nelson, to discuss this very topic. Erik is the founder and CEO of Wild Oak Capital, a multifamily syndication firm that takes pride in its emphasis on collaboration involving trusted and competent partners. You wouldn’t want your hard-earned money being with anyone but!
In this episode, we discuss:
- The benefits of house hacking; especially as a gateway into real estate
- Investing in the most important asset of all: yourself
- The importance of relationships and teamwork in scalability
- Nuances behind passive multifamily investment and how you can profit from it
If you’re looking to learn if multifamily is the right asset class for you and how the dynamic of a good team can make or break any investment, then Erik may just have the advice you’ve been waiting to hear.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.wildoakcapital.com/
- https://www.linkedin.com/in/eric-nelson-9249b6216/
Faith, be it in cause, religion, or even yourself, is one of the most potent tools for realizing your life’s purpose.
In the sixth episode of Cash Flow Pro, active duty Coast Guard officer and real estate syndicator Adrian Chuquillangui, founder and CEO of St. Joseph’s Capital, shares how his faith has helped shape his life and success. From a career in the military to an accomplished syndicator, Adrian has seen it all and is here today to impart his wisdom to us.
St. Joseph’s Capital is a real estate syndication firm focused on investing in apartment complexes and mobile home parks in desirable markets. Adrian built the company around a passion for helping others realize their dreams in a highly effective manner aligned with their devotion to faith.
In this episode, we discuss:
- The importance of having something to drive both your investing and purpose
- How Adrian has grown his military career toward real estate syndication
- Real estate and investing ethics from a seller’s standpoint
If you are interested in learning how real estate investing is compatible with a faith-driven lifestyle or the lifestyle of a disciplined coast guard officer, you won’t want to miss this episode!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://www.stjosephscapital.com/
- https://www.linkedin.com/in/adrian-chuquillangui/
Time is the one commodity that everyone has, but not everyone spends wisely. What future do you envision with the time you have? Is it one of a lifetime of running in the rat race… or is it one that truly embodies the most ambitious dreams you have for yourself and your family?
Learn how to make those dreams a reality in the latest episode of the Cash Flow Pro podcast, where we enjoy the esteemed advice of Mike Deaton, founder of Deaton Equity Partners. Based out of Woodland Park, Colorado, his firm invests in multifamily syndication across the country, granting investors the opportunity to earn passive income under the guidance of experienced professionals.
In this episode, we discuss:
- How Mike was inspired to pursue multifamily syndication
- The importance of cash flow in business and real estate alike
- Why knowing what you want out of life can lead to success
- How to exit the rat race and secure financial freedom for yourself and your loved ones
If you too seek to be a Cash Flow Pro, then tune in to this episode to Mike’s wisdom and take one step closer to securing your own financial freedom.
Find your flow,
Casey Brown
Resources mentioned in this podcast:
- https://deatonequitypartners.com/
- https://www.linkedin.com/in/michaelbdeaton/
In this episode, I talk with Paul Moore the managing partner of Welling's Capital.
Paul was a finalist for Ernst & Young’s Michigan Entrepreneur of the Year for two years straight (1996 & 1997).
Contributor to BiggerPockets and Fox Business. Paul is the author of The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing and Storing Up Profits: Capitalize on America's Obsession with Stuff by Investing in Self-Storage.
Paul also co-hosted a wealth-building podcast called How to Lose Money, and he’s been a featured guest on 200+ podcasts.
We talk about the highs and lows of his success in investing in real estate. We also discuss the "chasing shiny object syndrome" with investors today and how you can keep from gambling away your money.
Paul also talks with me about the importance of diversity when investing and what you need to look for when vetting the right manager.
Finally, he shares the ins and outs of his position at Welling's Capital and his goals for the future.
Don't miss this exciting new episode with the amazing author, capital raiser, and real estate educator Paul Moore.
In 2001 Matt was pout into a situation that wasn't ideal at the time, however by the time it was said and done it was a blessing in disguise. There are many challenges of living in the big city , especially New York City. From affordability issues all the way to no control of your environment when you r landlord decides to sell out the future can get very shaky very quick. So what is accidentally house hacking... You will need to listen to this episode to find out.
As mentioned in the show Matt can be reached at the following;
https://picheny.com/
https://www.linkedin.com/in/picheny/
https://picheny.com/podcasts/
In this episode, I talk with Van Sturgeon.
Van has over 30 years of investing experience and personally owns over 1,200 properties across The United States. Throughout his career, he's renovated thousands of homes and commercial properties, written several books, and published in a wide variety of media outlets.
Van talks with us about becoming a landlord at a young age after his parents bought an apartment building and the life lessons he learned helping his parents as they did everything they could soldier on through a changing economy.
He shares how he takes a holistic approach to real estate and what he has learned from being in the market for over 30 years.
Learn how to overcome any obstacles and not let the fear of failure keep you from success.
You don't want to miss this episode with Van Sturgeon!
Fortune favors the bold. The decisive. Yet excessive options can stall even the surest among us.
With so many ways to make your millions, choosing the right way to invest for you can be a considerable challenge!
Brain Hemedinger, our latest guest on the Cash Flow Pro podcast, was forced to make this tough decision. Not content with working a 9-5 all his life, Brian made the tough choice to invest in himself by pursuing real estate entrepreneurship. He followed his passion for helping others grow their wealth and find the same freedom he did - passively and successfully.
His investment firm, Maebar Capital, aids corporate professionals in expanding their investment portfolio with cash flow-focused multifamily real estate, all without the burden of being a landlord. Working with trustworthy operators, Brian and Maebar Capital handles all the heavy lifting, allowing investors to passively reap the returns they deserve.
In this episode, we discuss:
How to escape the dreaded 9-5 through passive investing in real estate
Brian’s own experiences exiting the rat race and accomplishing his dreams
Passive vs active investing, and knowing which one is best for you
Investing options beyond the traditional 401k and why brokers WANT you to fail
There are many ways to invest. If you’re someone considering whether real estate is right for you, or are stuck trying to choose between investing passively or actively, or even just looking to make your first investment, to begin with, then Brian’s insight may be just what you need to hear!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
Maebar Capital home page
Brian Hemedinger’s LinkedIn profile
I learned at a young age that people do not really care about you, they only care about what you can do for them.
Then I got to thinking, how could I leverage that into helping me build a career.
I said early on when I started selling real estate that I wanted to be the place where everyone came for information and I would sell real estate along the way.
Well so far that has worked out really well, as I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started.
We are excited to roll forward to next year and the next and the next by providing the value people look for, by giving them information and helping them out when they need it, and selling a little real estate along the way.
Let's learn together, yes together I want to learn from you as well.
The only constant in life is that there is no constant. Change both minor and major - be it lost car keys or a changing a career - can impact you at any time.
The key to overcoming this change lies in your ability to roll with the punches. To adapt. To build yourself into the best self you can possibly be.
On the first episode of Cash Flow Pro, we speak with experienced entrepreneur Derek Petersen, founder, and CEO of the Adapt Family, including the Adapt Media Agency and Adapt Health. Based in Charlotte, North Carolina, Derek’s agency provides marketing services for real estate syndicators, among many other businesses.
His services involve teaching entrepreneurs and investors how to adapt to the constantly evolving field of marketing.
In this episode, we discuss:
-The pros and cons of conventional and unorthodox wealth-building strategies
-The importance of vetting partners and investors
-Why getting out of your comfort zone can lead to exponential personal growth
-How health truly is wealth, and how wellness can improve your quality of life
If you’re searching for experienced advice on how to improve both your wealth and your health, then you’ll want to give today’s podcast a listen!
Find your flow,
Casey Brown
Resources mentioned in this podcast:
https://adaptmediaagency.com/
https://www.linkedin.com/in/derekmichealpeterson/