Real Estate Investing Abundance

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After surviving the 2008 financial crisis, Chris Prefontaine realized that conventional real estate investing was a trap. By shifting to a model focused on long-term resilience, he shares how any professional can create wealth that works independently of their time.

Main Points:

Adopt the “three paydays” approach to capture income upfront, monthly, and at the end of the investment term.
Prioritize non-bankable deals to gain leverage and protection during volatile market shifts.
Shift away from conventional, time-for-money real estate models that function like high-stress jobs.
Utilize current market data to identify off-market, free-and-clear properties ripe for creative structuring.
Navigate economic uncertainty by working with mentors who have experienced multiple financial cycles.

Connect with Chris Prefontaine:

chrispre37@gmail.com
www.smartrealestatecoach.com

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Hillary Seiler started her journey into finance while navigating the immense pressure of caring for a sick parent at nineteen. Today, she uses those hard-won lessons to guide elite athletes through the complex world of sudden, high-level wealth.

High earnings do not guarantee financial freedom. Hillary Seiler and Dr. Allen discuss why income alone fails to create clarity and how professional athletes and high-achievers can shift from reactive habits to intentional financial strategy.

Main Points:

Build your financial house from the ground up by focusing on education rather than just accumulation.
Recognize that money is emotional; successful management requires identifying personal values and setting firm boundaries.
Adopt a consistent daily routine to track and manage money, moving away from overwhelming, infrequent financial check-ins.
Use wealth as a tool for purpose and long-term impact rather than a reaction to social pressures or lifestyle expectations.

Connect With Hillary Seiler:

hillary@financialfootwork.com
https://www.linkedin.com/in/hillary-seiler-89137920/
https://www.facebook.com/financialfootwork
https://www.instagram.com/financialfootwork
@financialftwork
@financialfootwork
https://www.youtube.com/@FINANCIALFOOTWORK

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Michael Pouliot walked away from a prestigious career on Wall Street to find that true prosperity isn’t found in a paycheck, but in long-term ownership. Discover how he evolved from digging holes on his father’s construction sites to managing $150 million in assets by focusing on stability for the families who need it most.

The conversation bridges the gap between institutional finance and hands-on real estate. Michael Pouliot shares the personal evolution of realizing that scaling single-family homes requires an overwhelming amount of labor and management, leading him to pivot toward a vertically integrated multifamily platform.

Main Points:

Identify the risks of “trading time for money” in active, small-scale real estate projects.
Prioritize operational excellence by placing the right people in the right seats.
Understand why workforce housing provides stable, long-term returns for patient investors.
Evaluate the importance of capital reserves versus high-frequency deal chasing

Connect with Michael Pouliot:

michael@carboncrei.com
https://carbonresidential.com/
https://www.linkedin.com/in/michael-pouliot/

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Dr. Allen and guest Jeffrey Panik discuss the essential steps for building a solid financial foundation and protecting family wealth. This episode highlights the importance of financial inventory, proactive planning, and avoiding common traps in retirement and estate strategy.

Main Points:

Create a detailed financial life inventory to understand your current debt, income, and account structure.
Build an emergency fund covering 3 to 6 months of expenses to avoid high-interest debt when unexpected costs arise.
Review estate planning documents periodically to ensure your trustees and agents still reflect your current life circumstances.
Involve both partners in financial decisions to ensure continuity of your financial plan.
Research the true costs of Medicare and Social Security before making decisions to avoid potential penalties and coverage gaps.

Connect with Jeffrey Panik:

jeff@balancewealthpartners.com
www.linkedin.com/in/jeffpanik
YT: @balancewealthpartners

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Bob Fraser, CFO and Chief Macro Strategist of Aspen Funds, a private fund sponsor with a 12 year track record, distributing over $85M to investors, and over $700M in AUM across private credit, commercial real estate, distressed debt, and energy, shares insights on how the ultra wealthy build and protect wealth through strategic structuring, private investments, and risk management, emphasizing the limitations of public markets and the advantages of private alternatives.

Main Points:

Volatility drag and its impact on long-term compounding
Limitations of diversification in public markets
Advantages of private alternatives for risk reduction
How billionaires think differently about volatility and risk
Operator due diligence and risk mitigation in private markets
The democratization of private market investing post-2012
Practical steps for high-income professionals to access private investments

Connect with Bob Fraser:

bob@aspenfunds.us
https://www.linkedin.com/in/bobfraser10/
https://www.instagram.com/ritteronrealestate/
https://www.youtube.com/@investlikeabillionairepodcast

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In this episode, Dr. Allen Lomax sits down with Tad Fallows to explore the psychological and structural pressures faced by high-performing, affluent professionals. Tad shares insights from his journey of bootstrapping and selling a software company, which led him to found Long Angle—a peer-to-peer learning community of over 7,500 high-net-worth individuals. They discuss why traditional financial advice often breeds anxiety, how to shift from optimizing for more to optimizing for alignment, and how to use wealth as a tool for true personal freedom.

Achieving a high net worth does not automatically dissolve stress or resolve personal problems. Traditional wealth management is often plagued by misaligned incentives, where advisors are motivated by commissions and asset management fees rather than the client's best interests. True clarity and freedom come from peer-to-peer learning, understanding the baseline mechanics of your own wealth, and intentionally shifting focus from status-driven accumulation to buying back time and aligning capital with personal values.

Main Points:

The Origins of Long Angle
The Post-Exit Gap: After selling his software company, Tad faced complex financial decisions (estate taxes, private markets, umbrella insurance) but found most advice came from institutional firms with products to sell.
The Peer-To-Peer Solution: Long Angle was built to provide a fee-free, trusted space for first-generation wealth creators to share unconflicted advice without sales pitches.
Why High-Net-Worth Individuals Still Feel Financial Pressure
Habitual Risk Aversion: The very traits that help people build wealth—calculating risk and hyper-optimizing—can cause lingering anxiety about running out of money, even with a $25M or $100M net worth.
Money Doesn't Solve Personal Problems: Money can easily solve minor operational friction (like hiring a gardener), but it cannot fix health, fitness, or strained family relationships.
The Unique Dilemmas of First-Generation Wealth
The "Resource vs. Liability" Parenting Dilemma: Wealthy parents face intense pressure regarding how to provide elite opportunities for their children without spoiling them or stripping away their drive to succeed on their own terms.
The Purpose Vacuum: When a professional hits financial independence early (e.g., age 40) and removes the excuse of "working for money," they face the heavier existential pressure of deciding how to spend their time meaningfully.
Flaws in the Traditional Wealth Management Model
Misaligned Incentives: It is difficult to get objective advice from a commission-based insurance broker or an AUM-based wealth manager who might lose income if you choose to liquidate assets to buy a house.
Peer Learning vs. Paid Advice: Sourcing insights from peers who have no financial stake in your decisions reduces the mental burden of second-guessing an advisor's true motivations.
Shifts in Capital and Time Allocation
Low Interest in Status Spending: First-generation wealth creators in the community tend to show very little interest in traditional status symbols like Ferraris, Rolexes, or designer clothes.
Redefining Risk: Unlike inherited wealth holders who focus on minimizing volatility, self-made wealth creators generally have a higher risk tolerance, choosing to optimize for long-term expected returns over a multi-year horizon.
Buying Back Time: Capital is increasingly deployed to outsource low-value, energy-draining tasks (e.g., hiring house managers or virtual assistants) while preserving time for high emotional-value activities, like parenting or community impact.
Actionable Advice for Wealth Owners
Don't Fully Outsource Trust: Much like managing a home renovation, you don't need to know every technical nuance, but you must understand the foundational basics (asset classes, taxes, fees, and correlations) to be an educated client.

Connect with Tad Fallows:

www.longangle.com
https://www.linkedin.com/in/fallows/
https://www.facebook.com/longanglehnw/
https://www.instagram.com/longanglehnw/
https://www.youtube.com/channel/UCF9q0mD1Iv440sJHbwaq2TA

Private Masterclass (Beyond the Paycheck): www.go.steetalker.com/beyond-paycheck

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Discover how Wayne Seminoff, with over 50 years of experience, uncovers undervalued land and transforms overlooked properties into lucrative opportunities. Learn his mindset, strategies, and tools to succeed in real estate and personal growth.

Wayne Seminoff’s career is defined by a winning streak that started on the wrestling mats of UCLA and transitioned into a 50-year legacy in real estate. After a brief corporate stint at IBM following his MBA at the University of Georgia, Wayne took the path of the independent entrepreneur.

He specializes in a unique "junk to gold" niche: identifying undervalued, undeveloped land in prime urban locations. With a track record of turning small investments into massive returns—sometimes reaching a staggering $1,000 to $400,000 ratio—Wayne now teaches others how to spot these hidden treasures. Beyond the numbers, Wayne is dedicated to personal empowerment and "activating love energy" through his free resources at Activate Love Energy, The Future Was Perfect, and Ask Wayne Anything.

Main Points:

Undervalued land discovery
Fixing and flipping junk lots
Mindset for real estate investing
Legal tricks to make land buildable
Personal growth through real estate

Connect with Wayne Seminoff:

wyne@isomedia.com
www.junklandintogold.com
https://www.facebook.com/profile.php?id=61564882632771
https://www.instagram.com/_askwayne/
https://x.com/junkintogold
https://www.youtube.com/channel/UCoA1DkxPxYvhdYPe-l5kX9g
https://www.tiktok.com/@_askwayne

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In this conversation, Brian Seidensticker, an engineer turned real estate investor, discusses his journey into the world of tax liens and tax deeds. He explains how he transitioned from a traditional engineering career to discovering the investment opportunities within unpaid property taxes. The discussion covers the mechanics of tax liens and tax deeds, the potential for steady income, and how these investments can fit into a broader wealth-building strategy. Brian emphasizes the importance of understanding the process and conducting thorough research before investing, as well as the significance of enjoying one's work and achieving financial freedom.

Main Points:

Brian transitioned from aerospace engineering to real estate investing.
Tax liens offer a structured investment opportunity.
Understanding the mechanics of tax liens is crucial for investors.
Investing in tax liens can provide predictable income streams.
Research and due diligence are essential before investing in tax liens.
Tax liens can be a secure investment when properly managed.
Investors can start with small amounts, even under a thousand dollars.
Tax liens can be integrated into a broader wealth strategy.
Enjoying your work contributes to overall happiness and success.
Financial independence is about having freedom from financial stress.

Connect With Brian Seidensticker:

brian@lastbestpartners.com
https://www.lastbestpartners.com/
https://www.linkedin.com/in/brian-seidensticker-90117021/
https://www.youtube.com/@Taxsaleresources

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In this conversation, Brian Samson, founder of Plugg Technologies, shares his journey from San Francisco to Argentina and back, highlighting the importance of human connection in business, leadership lessons learned from scaling startups, and the impact of foster care on his understanding of empathy and success. He emphasizes the need for businesses to treat their teams as people rather than resources and discusses the significance of making thoughtful hiring decisions.

Main Points:

Entrepreneurial ambition can lead to global impact.
Growth encompasses access, dignity, and opportunity.
Human connection is vital in business interactions.
You don't have a business until you have customers.
Founders should be involved in the sales process.
Recognizing employees for their successes fosters a positive environment.
Treating remote teams as integral members enhances productivity.
Onboarding processes should be consistent across locations.
Diversity in hiring leads to better business outcomes.
Foster care experiences can deepen empathy and understanding in leadership.

Connect With Brian Samson:

brian@plugg.tech
https://plugg.tech/
https://www.linkedin.com/in/briansamson/
https://www.instagram.com/plugg_technologies/
https://x.com/plugg_tech
https://www.youtube.com/@NearshoreCafePodcast

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In this conversation, Richard McWhorter, a Managing Partner and Private Wealth Advisor, discusses the complexities of wealth management for high-profile individuals in the entertainment and sports industries. He emphasizes the importance of understanding clients as individuals, the need for sustainable wealth strategies, and the role of financial literacy in preventing financial distress. The discussion also covers the significance of estate planning and proactive financial conversations to secure a lasting legacy.

Main Points:

Wealth is an identity problem, not just a math problem.
Understanding clients' spending habits is crucial for effective planning.
Many high-profile individuals face financial distress after retirement.
Financial literacy is a significant issue for athletes and entertainers.
Proactive financial planning is essential to avoid future distress.
Estate planning should be the first step in financial management.
Behavioral guardrails can help protect clients from poor financial decisions.
Successful examples exist, but many face financial challenges.
Creating a foundation for future income is vital for sustainability.
Time and discipline are necessary for effective wealth management.

Connect with Richard McWhorter:

https://www.linkedin.com/in/richard-mcwhorter/
https://srmprivatewealth.com/

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In this conversation, Cece Leung, a CPA and founder of Rich and Sassy, discusses the complexities of success and the internal disorientation that can follow financial achievements. She emphasizes the importance of decision-making, the interplay between personal identity and financial success, and the need for leaders to reclaim their authority. Cece also highlights the significance of asking deep questions about one's desires and motivations, especially during major life transitions.

Main points:

Success can lead to internal disorientation.
Money creates more choices but also more complexity.
People often feel guilty for not being happy despite wealth.
High-stakes decisions are not just financial; they are personal.
Ignoring personal issues during high-pressure times can lead to regret.
Judgment should not be outsourced to advisors; intuition is key.
Reclaiming authority involves setting boundaries and recognizing self-worth.
Cultural upbringing can influence professional behavior and decision-making.
Asking deep questions about desires can lead to greater clarity.
Happiness can be simple and does not always require wealth.

Connect with Cece Leung:

https://www.linkedin.com/in/cscfo/
https://richandsassy.com/

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In this conversation, Ashley Tison, a tax strategist and co-founder of OZPros, discusses the significance of Opportunity Zones as a powerful tax incentive for investors. He explains how these zones were created to attract private capital into underserved areas, allowing investors to defer and potentially eliminate capital gains taxes. The discussion covers the mechanics of investing in Opportunity Zones, the importance of community impact, and how family offices approach capital deployment strategically. Tison emphasizes the need for compliance and the common pitfalls investors face, particularly the critical 180-day window for capital gains reinvestment.

Main Points:

Opportunity Zones are designed to attract private capital into underserved areas.
Investors can defer capital gains taxes by investing in Qualified Opportunity Funds.
The program has mobilized approximately $150 billion into Opportunity Zones.
Investing in these zones inherently creates positive community impact.
Family offices prioritize long-term wealth creation and risk management.
Investors should be aware of the 180-day reinvestment deadline to avoid penalties.
Not all investments in Opportunity Zones are created equal; due diligence is essential.
The program allows for a variety of investment types, including real estate and operating businesses.
Common mistakes include failing to act within the 180-day window and misunderstanding the nature of Opportunity Zones.
Successful investments require a focus on both financial returns and community outcomes.

Connect With Ashley Tison:

ashley@ozpros.com
ozpros.com
https://www.linkedin.com/in/ashley-tison
https://www.youtube.com/@OZPros/videos

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In this conversation, Athena Brownson shares her journey of navigating chronic illness and how it reshaped her understanding of resilience, strength, and identity. She discusses the importance of listening to one's body, the value of intentional living, and how her experiences as a professional skier influenced her transition into real estate. Athena emphasizes the significance of community support and the lessons learned from adversity, encouraging others to embrace their challenges as opportunities for growth.

Main Points:

Chronic illness can lead to a profound identity crisis.
Resilience is about recognizing and honoring your limits.
Listening to your body is a form of strength, not weakness.
Ambition can be redefined through intentional living.
Community support is crucial during challenging times.
Mourning lost health is an important part of healing.
Small moments of resilience accumulate to create a larger story.
Time becomes finite when facing chronic illness.
The greatest lessons often come from difficult experiences.
Finding joy in work can be a powerful motivator.

Connect With Athena Brownson:

athena.brownson@compass.com
athenabrownsonrealtor.com
https://www.linkedin.com/in/athenabrownsonrealtor/
https://www.instagram.com/athenabrownsonrealtor/
https://www.youtube.com/@athenabrownson2044

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In this conversation, Jaclyn Orent discusses the paradox of leadership isolation, the importance of resonant relationships, and the journey to becoming a cultural catalyst. She emphasizes the need for leaders to connect with peers who share their vision and values, and how this connection can fuel personal and cultural change. The discussion also touches on the role of transparency in leadership and the quest for fulfillment beyond traditional success metrics.

Main Points:

Many leaders feel isolated at the top despite their success.
Authentic connections can transform leadership experiences.
Resonant relationships are crucial for effective leadership.
Cultural catalysts can drive systemic change.
Peer relationships provide the necessary support for leaders.
Transparency fosters trust and collaboration in organizations.
Leaders must connect with their ideal vision of self.
Fulfillment comes from within, not from external achievements.
Creating a culture of permission can enhance organizational growth.
Legacy is about empowering others to become cultural catalysts.

Connect With Jaclyn Orent:

https://www.linkedin.com/in/kovaorent/
https://www.facebook.com/kova.orent
kovaorent@gmail.com

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In this conversation, Tom Savard discusses the importance of clarity in leadership, especially in complex environments. He introduces the 'clarity mindset,' which consists of five key behaviors that leaders can adopt to enhance decision-making and organizational effectiveness. Tom emphasizes the need for leaders to establish purpose, visualize connections, acknowledge uncertainty, optimize value, and promote clarity throughout their teams. He shares insights from his experiences in product development and highlights the human aspect of leadership, encouraging leaders to align their personal and organizational purposes for greater impact.

Main Points:

Connect with Tom Savard:

tom.savard@theinnovationdoctors.com
https://www.facebook.com/profile.php?id=61570479507164
https://www.instagram.com/innovationdocs
https://x.com/innovationdocs

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In this conversation, M.C. Laubscher discusses the importance of liquidity in wealth building and preservation. He shares his journey as an investor, the lessons learned about cash flow, and the misconceptions surrounding liquidity. The discussion emphasizes that true wealth is not just about accumulation but about strategic freedom, resilience, and stewardship across generations.

Main Points:

Wealth is about sovereignty, resilience, and long-term optionality.
Lack of liquidity can lead to a loss of freedom and identity as an investor.
Investors often misunderstand liquidity as idle capital.
Liquidity is essential for managing seasonal business fluctuations.
Having access to cash can prevent forced asset sales during downturns.
The concept of JOMO (joy of missing out) can help investors avoid FOMO.
Liquidity allows for better risk management and control over investments.
Selling assets can trigger taxable events, making liquidity planning crucial.
Multi-generational wealth requires careful liquidity planning to avoid financial strain.
Family banks can provide liquidity and support for future generations.
download a free e-book and audiobook at www.getwealthyforsure.com

Connect with M.C. Laubscher:

mc@producerswealth.com
producerswealth.com
https://www.linkedin.com/in/mclaubscher/
https://www.facebook.com/producerswealth/
https://www.instagram.com/producerswealth
https://x.com/mclaubscher
https://www.youtube.com/@cashflowninja
http://tiktok.com/@mclaubscher

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In this episode, Allen Lomax speaks with Justin Hughes, the General Manager at Shareland, about the transformative potential of technology in the real estate sector. They discuss how traditional real estate investment has been limited by illiquidity and how Shareland is addressing this issue by creating a more liquid, on-chain asset class. Justin shares his journey from being a software engineer to leading innovations that decouple property ownership from investment, allowing for a more flexible and accessible approach to real estate investment. The conversation delves into the launch of Tycoon, an AI agent designed to enhance real estate transactions by providing real-time data and insights, ultimately aiming to democratize access to real estate information and investment opportunities.

Main Points:

Real estate needs to evolve to meet modern investor demands.
Decoupling habitation from investment is a key shift in real estate.
AI and blockchain can democratize access to real estate data.
Liquidity in real estate can enhance wealth creation without locking up capital.
Investing in neighborhoods can create a self-sustaining cycle of improvement.

Connect With Justin Hughes:

justin@share.land
http://share.vc
https://www.linkedin.com/in/justinthughes
https://x.com/sharedotland

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In this conversation, Allen Lomax interviews Jose Berlanga, a seasoned real estate investor, about the principles of building lasting wealth through real estate. They discuss the importance of land selection, the unique value of land as an asset, and the cultural and emotional significance of real estate. Jose shares insights on starting small in investments, understanding property potential, and the long-term mindset required for success. The conversation emphasizes that true wealth is built through patience, discipline, and a focus on generational returns.

Main Points:

Building wealth requires a long-term mindset.
Land selection is crucial for real estate success.
Real estate can hedge against inflation.
Cultural and emotional values influence land investment.
Start small and understand your investment objectives.
Research local economic trends for better investment decisions.
Investing in transitional neighborhoods can yield returns.
Risk management is essential in real estate.
True wealth is generational, not just financial.
Integrity and ethics are vital in real estate.

Connect with Jose Berlanga:

https://joseberlanga.com/books/
https://www.linkedin.com/in/jose-berlanga-900a9518/
https://www.facebook.com/authorjoseberlanga
https://www.instagram.com/authorjoseberlanga/

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In this episode, Allen Lomax interviews Joel Kraut, a seasoned private lender and mortgage broker with over 20 years of experience in the real estate financing sector. The conversation delves into the complexities of lending, particularly in scenarios where traditional banks often decline loans. Joel shares his insights on the evolution of the lending industry, highlighting how perceptions have shifted from viewing hard money lenders as 'evil' to recognizing them as essential partners in real estate investment. He emphasizes the importance of understanding risk, responsibility, and the strategic use of leverage in building wealth through real estate.

Joel also discusses the BRRRR strategy (Buy, Rehab, Rent, Refinance, Repeat), sharing his personal journey and the lessons learned from both successes and failures in the real estate market. He stresses the significance of disciplined financial planning, the dangers of excessive leverage, and the need for investors to conduct thorough due diligence. The episode concludes with Joel's perspective on what true wealth means, advocating for a personalized approach to financial goals and the importance of actionable planning in achieving long-term success.

Main Points:

Lending has evolved from being seen as predatory to a valuable business solution.
Understanding risk is crucial; losing is part of the game, but being unprepared is not.
Leverage can be a powerful tool if used judiciously and with proper cash flow management.
The BRRRR strategy can lead to significant growth if executed correctly, but it requires careful planning.
True wealth is about having control over your time and financial freedom, not just accumulating money.

Connect with Joel Kraut:

jkraut@brrrr.com
https://www.brrrr.com/
FB: Brrrr_Loans
Insta: @brrrr_loans
YT: Brrrr_loans
Tiktok: Brrrr_loans
New course coming Q1 of 2026 -- training.brrrrmasters.com

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In this conversation, Ron Kmetovicz shares his insights on financial independence, emphasizing the importance of multiple income streams, responsible investing, and the lessons learned from his life experiences. He discusses the inspiration behind his book, 'Ghost Money,' and outlines key principles for achieving financial success, including behaviors to avoid and adopt. The conversation highlights the significance of mentorship, consulting others, and finding passion in work as essential components of building true wealth and independence.

Main Points:

Financial independence is achieved through multiple income streams.
Legacy and mentorship are important aspects of financial education.
Keep financial principles simple and focused.
Avoid pride and seek advice from knowledgeable individuals.
Hard work and passion are essential for success.
Educate yourself continuously in your field of work.
Balance work and enjoyment in life.
Discipline in spending is crucial for financial health.
Live modestly to allow for investment opportunities.
Investing skills can be learned over time.

Connect with Ron Kmetovicz:

ron@ghostmoneythebook.com
https://ghostmoneythebook.com/
X: @ghostmoneyedu

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In this conversation, Derek Barker, CEO of Nectar, discusses the challenges faced by real estate operators in accessing flexible capital. He explains how Nectar provides innovative financial solutions that empower operators to scale their businesses without sacrificing equity or control. The discussion covers the importance of capitalizing companies, risk management strategies, and the future of flexible capital in the real estate industry. Derek emphasizes the need for more capital in the market to unlock housing supply and highlights the opportunities for growth in this sector.

Main Points:

Derek Barker is the CEO of Nectar, a fintech platform for real estate.
Nectar provides flexible access to future cash for operators.
Real estate operators face significant challenges in accessing capital.
Traditional capital sources are often unavailable for small operators.
Nectar's model allows operators to avoid selling equity or refinancing.
The importance of cash flow and low leverage in real estate investments.
Nectar focuses on experienced sponsors with proven business models.
The future of real estate capital markets is evolving with technology.
Unlocking supply in real estate requires addressing land, labor, materials, and capital.
There is a significant opportunity to finance small and medium-sized real estate companies.

Connect with Derrick Barker:

derrick@usenectar.com
https://www.usenectar.com/
https://www.linkedin.com/in/derrickbarker

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In this conversation, Rick Peck discusses the deeper meaning of philanthropy, emphasizing that true generosity is rooted in values and personal fulfillment rather than mere financial transactions. He shares insights on how to guide individuals and families in crafting intentional giving plans that align with their values and desired impact. The discussion also highlights the importance of collaboration among financial advisors, estate attorneys, and philanthropic advisors to create a holistic approach to philanthropy. Ultimately, the conversation underscores the significance of meaningful conversations and self-reflection in the journey of giving.

Main Points:

Generosity is about meaning, not just money.
Fulfillment often comes from making an impact.
Understanding personal values is crucial in philanthropy.
Crafting a giving plan requires thoughtful reflection.
Advisors should facilitate intentional conversations about values.
Philanthropy involves a holistic ecosystem of support.
The five T's of giving can enhance impact.
It's important to know what impact looks like for you.
Legacy planning should include family discussions.
Meaningful conversations can strengthen generational bonds.

Connect with Rick Peck:

thephilanthropyguy@gmail.com
https://www.thephilanthropyguy.com
https://www.linkedin.com/in/richard-peck/
https://www.facebook.com/people/The-Philanthropy-Guy/61550822280346/#
https://www.instagram.com/rick_peck_the_philanthropy_guy/
https://www.youtube.com/@ThePhilanthropyGuy

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In this conversation, Tim Street, a Marine veteran and real estate expert, shares his transformative journey and how he empowers homeowners to sell their properties without traditional agents. He discusses the pitfalls of the conventional real estate model, introduces the concept of the '$30,000 agent tax', and provides practical strategies for homeowners to navigate the selling process confidently. Tim emphasizes the importance of understanding the market, pricing strategies, and mitigating risks associated with selling a home. His mission is to equip homeowners with the knowledge and tools to preserve their equity and make informed decisions.

Main Points:

Tim's journey was shaped by transformative experiences in the Marine Corps and fatherhood.
Failure can be a powerful teacher, leading to personal growth and purpose.
Tim's mission is to empower homeowners to sell without traditional agents.
The '$30,000 agent tax' represents the hidden costs of using real estate agents.
Homeowners can mitigate risks by being proactive in the selling process.
Understanding appraisal gaps and inspection issues is crucial for sellers.
Homeowners should leverage their knowledge of their property to price it effectively.
Strategic underpricing can create urgency and competition among buyers.
Tim offers resources and courses to help homeowners navigate the selling process.
The ultimate goal is to help families create memories and legacies through financial empowerment.

Connect With Timothy Street:

tim@foolprooffsbo.com
www.foolprooffsbo.com
Take the suitability quiz - www.foolprooffsbo.com/quiz
https://www.linkedin.com/in/timothyjstreet/
www.facebook.com/foolprooffsbo
instagram.com/foolprooffsbo
youtube.com/@foolprooffsbo
tiktok.com/thefsboguy

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In this conversation, Kent Ritter shares his journey from a management consultant to a successful real estate investor, emphasizing the importance of family, partnerships, and strategic decision-making in business. He discusses the pivotal moment that led him to leave the corporate world, the lessons learned while scaling his multifamily business, and the significance of bringing property management in-house. Kent also highlights the value of hiring the right people and creating a strong company culture, as well as innovative approaches to property renovations.

Main Points:

The decision to leave a corporate job was driven by a desire for family time.
Scaling a business requires effective partnerships and delegation.
Long-term thinking is crucial in real estate investments.
Bringing property management in-house can enhance performance.
Hiring the right people is essential for business success.
Company culture should align with core values.
A one-day renovation process can be efficient and cost-effective.
Understanding risk-adjusted returns is key to successful investing.
Avoiding bad deals can save significant money in the long run.
Success in real estate often comes from steady, incremental growth.

Connect with Kent Ritter:

kent@hudsoninvesting.com
https://hudsoninvesting.com/
https://www.linkedin.com/in/kentritter/
https://www.instagram.com/ritteronrealestate/
https://www.youtube.com/@ritteronrealestate495

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In this conversation, Kelle Sparta discusses her recent acquisition of MindBodySoul Magazine, detailing the journey that led to this transition, the business model, and the vision for future growth. She emphasizes the importance of partnerships, the integration of spirituality with business, and the strategies for creating a sustainable and ethical business model. Kelle also shares her excitement about bringing new content and research to the magazine, aiming to engage readers at a deeper level.

Main Points:

MindBodySoul Magazine has been around for four years.
Kelle Sparta acquired the magazine to help it grow and thrive.
The magazine targets affluent women aged 40-60 interested in health and wellness.
The business model focuses on advertorials and online presence.
Kelle emphasizes the importance of partnerships in business.
They plan to expand distribution to high-end hotels and country clubs.
Kelle's background includes spiritual coaching and business development.
The vision includes creating a sustainable and ethical business model.
They are seeking investment to hire sales staff and expand the brand.
Kelle aims to bring the latest health and wellness research to readers.

Connect With Kelle Sparta:

kelle@kellesparta.com
MindBodySoul.media
https://www.linkedin.com/in/kellesparta/
https://www.facebook.com/kellesparta
https://www.instagram.com/kellesparta/
https://www.youtube.com/channel/UC0jXbllhVlDcHRqMSQpR2DQ
Tiktok: @KelleSparta

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In this conversation, Scott Harris discusses the often overlooked emotional aspects of the home buying experience, emphasizing that while the transaction is straightforward, the emotional journey can lead to buyer's remorse and dissatisfaction. He highlights the need for more open discussions about these feelings to better prepare future buyers.

Main Points:

The emotional journey of home buying is often ignored.
Many buyers experience remorse after their purchase.
There is a lack of discussion about the emotional aspects of buying a home.
Understanding buyer's remorse can help future buyers.
Scott wrote a book to address these hidden emotions.
The home buying process is not just a transaction.
Buyers often feel dissatisfied with their outcomes.
Emotional preparation is crucial for home buyers.
The conversation around home buying needs to change.
Acknowledging emotions can lead to better buying experiences.

Connect with Scott Harris:

scott@magneticre.com
https://www.linkedin.com/in/harrisresidential/
https://www.facebook.com/ScottHarrisResidentialTeam
https://www.instagram.com/scottieharris/
https://x.com/scottieharris
https://www.youtube.com/@magneticre
https://www.tiktok.com/@scottharrisfindinghome

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In this conversation, Matthew Medrano discusses the unique challenges and opportunities in the Midwest investment landscape, particularly through the lens of Dynamo Capital. He emphasizes the entrepreneurial spirit of the region, the need for tailored lending solutions, and the importance of community impact and altruism in business practices. Medrano shares insights on how Dynamo Capital fills gaps in the market, collaborates with local investors, and adapts to shifting market conditions while maintaining a focus on ethical lending practices.

Main Points:

There's a real entrepreneurial and bootstrapping approach in the Midwest.
Dynamo Capital was created out of necessity to serve the Midwest market.
The focus is on underserved markets and providing liquidity.
Dynamo Capital specializes in fix and flip funding for single-family properties.
The company has built a network of local investors and partners.
Altruism guides the operations and decision-making at Dynamo Capital.
The sales team is not commission-based, promoting ethical lending practices.
Dynamo Capital helps investors grow their portfolios faster and more efficiently.
The Midwest market is seen as stable and consistent compared to coastal markets.
Dynamo Capital aims to create a true partnership with investors, sharing revenue equitably.

Connect With Matthew Medrano:

matthew@dynamocapital.com
https://dynamocapital.com
https://www.linkedin.com/in/matthew-medrano-4a3987bb/

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The conversation delves into the multifaceted nature of energy investing, emphasizing its role in wealth protection and intelligent diversification. It highlights the urgency of tax planning for 2025, urging listeners to take action before time runs out. The discussion also touches on the importance of diversifying investments beyond traditional markets like stocks and real estate.

Main Points:

John's insights remind us that energy investing isn't just about oil and gas, but it's about building enduring value, protecting wealth, and aligning our financial strategy with intelligent diversification.
There is still time to make a meaningful impact on your 2025 tax plan, but time is running out.
Now is the moment to act and finalize your tax planning for 2025.
Gulf Coast Western can show you how to save tax dollars from going to the government.
True diversification goes beyond stocks, bonds, and real estate markets.
Energy investments can provide a hedge against inflation and market volatility.
Investing in energy can lead to long-term financial stability.
Understanding the tax implications of investments is crucial for wealth management.
Diversification is key to reducing risk in investment portfolios.
Proactive tax planning can lead to significant savings.

Connect with John Engel:

https://www.linkedin.com/in/john-engel-6aba212bb/
johne@gulfcoastwestern.com
www.gulfcoastwestern.com

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The conversation explores the integration of AI in trading and financial services, drawing parallels to autonomous driving. Eric Chu discusses the potential for AI to automate trading processes, allowing users to create investment portfolios through simple queries, with the expectation that this technology will become more prevalent in the near future.

Main Points:

AI will increasingly play a role in automatic trading.
The analogy of autonomous driving illustrates the future of trading.
We are moving towards more automated financial services.
In the next decade, AI could revolutionize trading.
Users may soon create portfolios with simple questions.
AI will handle investment management automatically.
The technology is not fully developed yet but is progressing.
Financial services will become more user-friendly with AI.
Automation in trading will enhance efficiency.
AI's role in finance is expected to grow significantly.

Connect with Eric Chu:

https://www.linkedin.com/in/eric-chu-cfa-7159567/
https://www.tradesk.co

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The conversation explores the impact of Reg CF under Title III of the Jobs Act, focusing on how it democratizes access to capital for founders and provides retail investors with growth stage deal flow. It highlights the strategies investors use to build portfolios and the importance of networking in crowdfunding.

Main Points:

Reg CF was designed to democratize access to capital.
Investors can gain significant upside by investing early.
There are investors with extensive portfolios in Reg CF.
Networking is crucial for successful crowdfunding campaigns.
Retail investors can access growth stage deals.
The potential for high returns attracts diverse investors.
Strategic outreach can enhance investment opportunities.
Understanding the market is key for investors.
Investing in multiple deals can mitigate risks.
The crowdfunding landscape is evolving rapidly.

Connect with Jason Fishman:

jfishman@digitalnicheagency.com
digitalnicheagency.com
https://www.linkedin.com/in/jafishman/
https://www.youtube.com/@DigitalNicheAgency
https://calendly.com/jfishman/30min?month=2025-09

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In this conversation, Jonathan Wells discusses the transition from active to passive real estate investing, emphasizing the importance of peace of mind and lifestyle choices in investment strategies. He highlights the challenges of being an active landlord and suggests that finding the right investment approach can lead to financial freedom and a more fulfilling life.

Main Points:

You don't need to recreate the wheel in investing.
Active landlords face challenges like midnight phone calls.
Peace of mind is crucial in real estate investing.
Shifting to passive income can enhance lifestyle.
Commercial syndication offers different opportunities.
Investing should align with personal goals and lifestyle.
Real estate can be a path to financial freedom.
Understanding your investment style is key.
Finding the right strategy can lead to success.
Investing is not just about money, but also about life quality.

Connect with Jonathan Wells:

jon@abetterwayrealty.com
https://www.linkedin.com/in/jonwellsrealtor/
https://www.facebook.com/jonwells69/
https://www.instagram.com/jonwells5280/

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In this enlightening conversation, Collin Plume shares his journey into the world of precious metals, particularly silver, and discusses its significance as a wealth protection tool. He elaborates on the industrial uses of silver, its recent price surge, and the long-term investment strategies that can benefit investors. The discussion also touches on the role of central banks in the silver market and offers practical steps for new investors looking to diversify their portfolios with silver.

Main Points:

Collin's journey into precious metals began with his grandfather's gift of silver coins.
Gold and silver are considered real money, unlike fiat currency.
The demand for silver is driven by over 10,000 industrial uses.
Recent price surges in silver are influenced by geopolitical factors and market sentiment.
Investing in silver can provide a hedge against economic uncertainty.
Central banks are increasingly buying gold and silver as a strategic investment.
Silver's industrial demand is expected to grow, leading to potential shortages.
Investors should consider the long-term value of silver rather than short-term fluctuations.
Building a relationship with a trusted investment firm is crucial for new investors.
Physical ownership of silver offers a tangible asset in an increasingly digital world.

Connect with Collin Plume:

https://www.linkedin.com/company/noble-gold-investments/posts/?feedView=all
https://www.facebook.com/NobleGoldInvestments?mibextid=wwXIfr
https://www.instagram.com/noblegoldinvestments?igsh=NTc4MTIwNjQ2YQ==
X: @NobleGoldIRA
https://www.youtube.com/@NobleGold
https://www.tiktok.com/@noblegoldinvestments

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In this enlightening conversation, Attorney Blake Harris discusses the intricacies of offshore trusts and their advantages over domestic trusts. He shares his journey into the world of international asset protection, emphasizing the importance of understanding the differences between offshore and domestic trusts. Harris addresses common misconceptions about offshore trusts, highlighting their legitimacy and the regulatory frameworks that govern them. He also outlines who should consider setting up an offshore trust and the benefits of doing so, particularly for individuals with significant assets. The discussion further delves into the complexities involved in managing offshore trusts, including reporting requirements and the importance of choosing the right jurisdiction, with a focus on the Cook Islands as a preferred location for asset protection. Harris concludes by addressing the ethical considerations surrounding asset protection planning, advocating for proactive measures to secure one's financial future.

Main Points:

Offshore trusts provide greater asset protection than domestic trusts.
The Cook Islands is a leading jurisdiction for offshore trusts.
Understanding the complexities of offshore trusts is crucial for effective asset protection.
Clients should consider offshore trusts if they have significant assets to protect.
The cost of setting up an offshore trust can be justified by the long-term benefits.
Networking and relationships are vital in the offshore trust industry.
Regulatory frameworks in offshore jurisdictions can be more robust than in the U.S.
Ethics in asset protection planning emphasize the importance of being proactive.
Reporting requirements for offshore trusts are manageable with proper guidance.
Education and awareness are key to dispelling myths about offshore trusts.

Main Points:

https://www.linkedin.com/in/blake-harris-08a106b/
Tiktok & instagram-@blakeharrislaw
blake@blakeharrislaw.com
https://blakeharrislaw.com/

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In this conversation, Andy McMullen discusses the importance of relationships in real estate, particularly in the context of the build-to-rent model. He emphasizes how strong connections can lead to better investment opportunities and community building. The discussion also covers strategies for protecting investors, understanding demographics, and future trends in real estate, particularly regarding affordability and the evolving preferences of renters.

Main Points:

Relationships are crucial in real estate success.
Investing in relationships requires discipline and intentionality.
The build-to-rent model is gaining traction due to changing demographics.
Investors are looking for lower-risk opportunities in real estate.
Community building can lead to lower operational costs.
Understanding local municipalities is key to successful development.
The future of housing may lean towards rental communities.
Affordability remains a significant challenge in the housing market.
Investors should diversify their portfolios to mitigate risk.
Aligning investment strategies with personal values enhances fulfillment.

Connect with Andy McMullen:

andy@legacyacquisitions.com
https://legacyacquisitions.com/
https://www.linkedin.com/in/andymcmullen/

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In this episode of Streams to Impact, Dr. Allen hosts Alex Roudi, who shares his journey from engineering to entrepreneurship and investment. They discuss the importance of a disciplined approach to financial freedom, the art of scaling businesses, and the strategies for investing in real estate, particularly multifamily housing. Alex emphasizes the significance of protecting investments from risks and the methodologies he employs to ensure sustainable growth and profitability.

Main Points:

Behind every great fortune is a blueprint.
The real danger isn't just bad deals, it's the loss of years of compounding growth.
Housing is for the most part in demand in almost all markets.
We want to buy things at the lowest possible pricing.
Protecting the downside is our number one task.
We look for economic drivers that can sustain over a long period of time.
Our cash on cash on a new asset is over 9%.
We have a very strong profit sharing system that incentivizes long-term commitment.
Every piece of our assumption has to be well thought of and conservative.
These are the type of calculations we go through to make sure that our downside is protected.

Connect with Alex Roudi:

alex@interwestcapital.com
www.interwestcapital.com
https://www.linkedin.com/in/alex-roudi-9553a128/

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In this episode, Dr. Allen Lomax interviews Isvari Maranwe, the CEO and founder of Yuvoice, an innovative AI-powered social media platform designed to foster civic engagement and community building. The conversation explores the inspiration behind Yuvoice, its unique functionality, and how it aims to address the challenges faced by traditional social media platforms. Isvari discusses the platform's pilot success, revenue model, and the importance of community moderation. The episode concludes with insights on investor opportunities and the future of online engagement.

Main Points:

Yuvoice aims to transform social media into a platform for positive impact.
The platform rewards users for tangible contributions to their communities.
Yuvoice is designed to avoid the pitfalls of traditional social media by not incentivizing outrage.
The pilot program showed high engagement and positive user actions.
Revenue is expected from day one through marketplace transactions and community sponsorships.
Investors can expect strong returns based on successful social media precedents.
Community moderation is key to maintaining healthy discourse without censorship.
The funding will primarily support product development and user acquisition.
Yuvoice's model aligns profit with positive social impact.
The platform aims to create a new standard for online engagement.

Connect with Isvari Maranwe:

https://yuvoice.org/
http://www.isvari.com/
https://www.linkedin.com/in/isvari/?originalSubdomain=uk
https://www.instagram.com/isvarim/?hl=en

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Edd Hamzanlui, a seasoned expert in real estate who has successfully bridged the gap between architecture, construction, and finance. Edd shares his journey from being an architect to a capital strategist, emphasizing the importance of a people-first approach in real estate. He discusses current projects that aim to reshape communities and the complexities involved in securing funding and navigating the development process. The conversation highlights the challenges and opportunities in the housing market, particularly in creating affordable and impactful housing solutions.

Main Points:

Every deal tells a story, but the best ones outlast the market cycle.
Transformative housing investments maximize investor returns and strengthen communities.
Bridging architecture, construction, and finance is essential for impactful projects.
The journey from architecture to finance requires significant effort and education.
Complex capital structures are necessary for successful housing developments.
Community impact is a key focus in real estate projects.
Finding good buildings for development is increasingly challenging.
Creative financial solutions are crucial for affordable housing.
The current market presents unique opportunities for housing production.
Investors play a vital role in the success of housing projects.

Connect with Edd Hamzanlui:

edd@masscancapital.com
https://www.masscancapital.com/
https://www.linkedin.com/in/edd-hamzanlui/

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In this conversation, Dr. Allen Lomax and Andreas Schweitzer delve into the complexities of trade finance, exploring its potential as a lucrative investment opportunity despite the inherent risks of fraud. They discuss the evolution of trade finance, its significance in the global market, and the challenges faced by small and medium enterprises in securing funding. Andreas shares insights from his extensive experience in the field, emphasizing the importance of due diligence and understanding the local market dynamics. The discussion also touches on the publication of Andreas's book, 'Trade Works,' which aims to educate investors about the intricacies of trade finance and its potential for uncorrelated returns.

Main Points:

Trade finance offers strong returns but carries fraud risks.
A significant portion of global fraud is trade-based.
Understanding trade finance is crucial for investors.
Private debt is a growing market due to bank limitations.
Investors should focus on niche markets for better yields.
Fraud in trade finance often involves large sums.
Due diligence is essential in trade finance investments.
Local knowledge is key to successful trade finance.
Andreas's book provides insights into trade finance.
Investing in trade finance requires careful consideration.

Connect with Andreas Schweitzer:

as@arjancapital.com
https://artistradeinvest.com/
https://www.linkedin.com/in/andreasschweitzer/

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In this episode, Dr. Allen Lomax discusses the intersection of engineering, entrepreneurship, and clean energy with Dave Riess, founder of Wunder. They explore the challenges and opportunities in the commercial solar market, the importance of capital in solar projects, and the future trends in renewable energy infrastructure. The conversation highlights the evolving landscape of solar investment and the critical role of customer experience and capital access in driving growth.

Main Points:

Commercial solar is a smart investment for high net worth individuals.
The solar market is experiencing a significant energy transition.
Challenges in the commercial segment include access to capital and customer experience.
The commercial real estate market is under-penetrated in solar adoption.
Investment credit is crucial for financing solar projects.
Tenants' electricity costs influence commercial real estate decisions.
The demand for electricity is increasing, impacting commercial properties.
Renewable energy generation is becoming more economically viable.
The growth of solar technology is accelerating despite challenges.
Future opportunities in commercial solar investment remain strong.

Connect with Dave Riess:

https://www.wunderpower.com/
https://www.linkedin.com/in/davidriess/
https://www.facebook.com/WunderCapital/

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Bill Rice, a former Air Force officer turned tech entrepreneur, who shares his journey from military service to mastering lead generation. The conversation explores the evolution of lead generation, the impact of AI on marketing strategies, and insights on scaling businesses for success. Bill emphasizes the importance of understanding consumer behavior and the need for businesses to adapt to technological advancements to thrive in a competitive landscape.

Main Points:

Scaling doesn't mean hustling harder; it's about leveraging systems.
Bill Rice transitioned from military to entrepreneurship through curiosity and opportunity.
The early days of the internet shaped lead generation strategies.
Lead generation is about understanding consumer behavior and patterns.
AI is transforming the way businesses approach lead generation.
Consumers prefer to educate themselves before engaging with service providers.
The demand for unique and original content is increasing with AI.
Skilled trades may see a deficit as technology evolves.
Businesses need to focus on relieving pain points for customers.
Success in scaling requires understanding market needs and delivering efficiently.

Connect with Bill Rice:

bill@billrice.com
https://www.linkedin.com/in/billrice/
https://x.com/billrice
https://www.youtube.com/channel/UCybXcF5WUxxwjhefKItztsA
https://billricestrategy.com/
https://kaleidico.com/

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In this conversation, Allen Lomax and Scott Smith discuss the critical importance of legal protection in wealth building, emphasizing that a strong portfolio is only as secure as its weakest link. Scott shares his personal journey from being a litigator to creating Royal Legal Solutions, a firm dedicated to helping investors protect their assets through comprehensive legal strategies. They explore the complexities of insurance, the ethical considerations in financial planning, and the necessity of a solid legal foundation for long-term financial freedom. The discussion highlights the need for a shift in mindset from merely chasing returns to prioritizing stability and protection.

Main Points:

A single lawsuit can wipe out your portfolio overnight.
Legal protection is the missing piece in wealth building plans.
True wealth is about what you keep, not just what you earn.
Insurance companies often deny coverage when it matters most.
A strong umbrella policy is essential for asset protection.
Saving money on taxes is the best investment you can make.
Life is about the journey, not just accumulating wealth.
Visual diagrams help in understanding complex legal structures.
People often neglect the importance of estate planning.
A holistic approach to asset protection is crucial for success.

Connect with Scott Smith:

scott@royallegalsolutions.com
https://www.linkedin.com/in/scottroyalsmith/
royallegalsolutions.com
https://www.facebook.com/royallegalsolutions/
https://www.linkedin.com/company/royal-legal-solutions/

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In this episode, Dr. Allen Lomax interviews Louis O'Connor about the strategic metals market, focusing on the importance of rare earths in modern industry and the investment opportunities available to private investors. They discuss the dominance of China in the rare earth market, the characteristics that make certain metals valuable, and the challenges faced by the U.S. in producing these materials. O'Connor shares insights on how private investors can safely enter this market and the future of rare earths in the context of global supply chains and geopolitical tensions.

Main Points:

The key to wealth may lie in strategic metals.
Strategic metals are crucial for modern manufacturing.
China dominates the rare earth market.
Private investors can access the supply chain.
Rare earths are essential for technology and defense.
Investment in metals can be inflation-proof.
The U.S. is lagging in rare earth production.
Education in metallurgy is critical for future production.
The market for rare earths is expected to grow.
Future planning is essential for successful investing.

Connect with Louis O'Connor:

louis@strategicmetalsinvest.com
www.strategicmetalsinvest.com
https://www.linkedin.com/in/louis-o-connor-a583341b8/
https://www.facebook.com/StrategicMetalsInvest
https://www.youtube.com/@strategicmetalsinvest

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In this episode, Dr. Allen Lomax discusses the critical role of public adjusters in navigating insurance claims, particularly after disasters. Joined by Andy Gurczak, founder of All City Adjusting, they explore how public adjusters can help clients recover more from their insurance claims, share case studies, and provide insights on the claims process. The conversation emphasizes the importance of being proactive in preparing for disasters, understanding insurance policies, and knowing when to seek professional help to ensure fair compensation.

Main Points:

Public adjusters can significantly increase claim payouts.
It's crucial to contact a public adjuster early in the claims process.
Insurance adjusters may miss critical details in claims.
Homeowners should document damage thoroughly after a disaster.
Saying less to insurance companies can prevent claim delays.
Regular policy reviews can uncover missing coverages.
Many insurance policies have more exclusions than inclusions.
Public adjusters often provide free policy reviews for clients.
Understanding your policy is essential for effective claims.
The burden of proof lies with the insured, not the insurer.

Connect With Andy Gurczak:

andy@allcityadjusting.com
allcityadjusting.com
https://www.facebook.com/allcityadjusting/
https://www.linkedin.com/in/andy-gurczak-528b9b64/

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In this enlightening episode of Streams to Impact, host Dr. Allen engages with financial advisor Chad Hufford, who shares his unique upbringing in a financially aware household. They explore the emotional complexities surrounding money conversations, the psychological barriers to financial success, and the importance of character over mere knowledge in achieving financial independence. Chad emphasizes the need for empathy in financial advising, particularly as a parent, and reflects on the legacy he wishes to leave behind. This conversation is rich with insights on how to approach finances with intention and purpose, ultimately aiming for a fulfilling life.

Main Points:

Money was a normal part of conversation in my childhood.
People often talk about money only in times of crisis.
The emotional context of money affects decision-making.
We need to connect our present actions to our future selves.
Character qualities are more important than financial knowledge.
Parenting has taught me empathy and patience.
You cannot fix money problems with more money.
Financial independence is about feeling content, not just wealthy.
We often chase financial goals without clear objectives.
Legacy is about impacting others positively through our actions.

Connect with Chad Hufford:

https://www.linkedin.com/in/chad-hufford-066208100/
https://www.facebook.com/VeritasWealthManagement/
https://www.instagram.com/veritas.alaska/
https://www.youtube.com/@veritasalaska
chad@veritasalaska.com
https://www.veritasalaska.com/
www.forgingfinancialfreedom.com
The Blue Collar Millionaire Show, https://podcasts.apple.com/us/podcast/the-blue-collar-millionaire-show/id1783215315

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In this enlightening episode, Dr. Allen and financial planner Alan Franks discuss the significant difference between making a good living and building real wealth. They explore the importance of aligning financial goals with personal values, the impact of technology on work and wealth, and the necessity of maintaining productivity and fulfillment in life. The conversation emphasizes the need for a lifestyle-first approach to financial planning, the role of relationships in a tech-driven world, and the psychological costs associated with changes in the workforce due to AI.

Main Points:

There's a massive difference between making a good living and building real wealth.
Creating wealth that works even when you don't is essential.
Understanding where you are financially is the first step to planning.
Values and purpose should guide financial decisions.
The impact of technology on work is profound and requires adaptation.
Productivity and fulfillment are crucial for a meaningful life.
AI and technology will change the workforce, but relationships will remain vital.
We need to shift from a scarcity mindset to one of abundance.
Helping others achieve their financial goals is deeply fulfilling.
Leaving a legacy is about helping others create their own.

Connect with Alan Franks:

alan@empowered-money.com
https://empowered-money.com/
https://www.instagram.com/empoweredmoneypod
https://www.youtube.com/@empoweredmoney

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In this conversation, Allen Lomax and Mark Lumpkin delve into the world of short-term rentals, discussing the importance of partnerships, the unique opportunities in this investment strategy, and the evolving expectations of guests. They explore the regulatory challenges facing the industry and the significance of building strong client relationships. Mark shares insights on market trends and how investors can navigate competition by focusing on unique experiences.

Main Points:

Choosing the right partner is crucial for success.
Short-term rentals can yield significantly higher income than long-term rentals.
Building strong relationships with clients leads to better outcomes.
Quality over quantity in client relationships is essential.
Regulatory challenges are a major concern for short-term rentals.
The demand for short-term rentals is growing year over year.
Guests are increasingly viewing properties as part of their vacation experience.
Researching local market needs is vital for success.
Unique properties face less competition in the market.
STR Cribs specializes in helping clients set up short-term rentals.

Connect with Mark Lumpkin:

mlumpkin@strcribs.com
www.strcribs.com
https://www.linkedin.com/in/mark-lumpkin-84b173142/
https://www.instagram.com/strcribs_/

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In this episode, Dr. Allen Lomax and Angelo Christian discuss the transformative power of understanding the psychology behind real estate financing. Angelo shares his personal journey from hardship to success, emphasizing the importance of building relationships in lending and the critical indicators for passive investing. They also explore current economic challenges, the significance of empowering clients, and the vision for a partner-owned company culture that fosters ownership and commitment among team members. The conversation concludes with insights on core values that drive enduring success in business.

Main Points:

Understanding a lender's mindset can transform investment evaluations.
Finance is not just a transaction; it's about relationships.
Building long-term client relationships can lead to significant business.
Location and cap rates are critical for passive investors.
Refinancing can be more beneficial than selling properties.
Economic predictions are uncertain, but optimism is key.
Empowering clients goes beyond financial transactions.
Creating a partner-owned culture fosters commitment and loyalty.
Extreme ownership is essential for team success.
Core values guide the culture and operations of a successful business.

Connect with Angelo Christian:

angelo@chihomeloans.com
loans@officialangelochristian.com
www.officialangelochristian.com/
https://www.linkedin.com/in/angelochristian/
https://www.facebook.com/OfficialAngeloChristian

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In this episode, Dr. Allen Lomax interviews Pete Neubig, a successful entrepreneur in the property management industry. They discuss the importance of investing in people, the journey of entrepreneurship, and the operational challenges faced by property management companies. Neubig shares insights on how to leverage virtual teams and automation to improve efficiency and profitability in the industry. He emphasizes the need for clear job descriptions and the importance of communication in maintaining client relationships. The conversation concludes with advice for aspiring entrepreneurs and property management professionals.

Main Points:

Connect with Pete Neubig:

www.vpmsolutions.com
pete@vpmsolutions.com
https://www.linkedin.com/in/pete-neubig/
https://www.facebook.com/pete.neubig.1

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In this episode of Streams to Impact, host Dr. Allen interviews Dwan Bent-Twyford, a successful real estate investor who shares her inspiring journey from being a broke single mom to flipping over 2000 properties. Dwan discusses the challenges she faced, including financial struggles and personal adversity, and how she turned those experiences into a thriving career in real estate. She emphasizes the importance of determination, mentorship, and making informed decisions in the investment world. The conversation also touches on the significance of building generational wealth and the fulfillment that comes from family and legacy.

Main Points:

Dwan's journey illustrates that greatness is within reach for everyone.
Overcoming adversity can lead to unexpected opportunities.
Determination and tenacity are key to success in real estate.
Starting with wholesaling can minimize risk for beginners.
Mentorship can significantly shorten the learning curve.
Avoid the trap of shiny object syndrome in investing.
Real estate investing requires hard work and resilience.
Building generational wealth is a powerful goal.
Personal fulfillment often comes from family and relationships.
Therapy can be found in creative outlets like rehabbing houses.

Connect with Dwan Bent-Twyford:

info@dwanderful.com
http://dwanderful.com/
https://www.linkedin.com/in/dwanbenttwyford/
https://www.facebook.com/Dwanderful
https://www.instagram.com/dwanderful/
https://www.youtube.com/@Dwanderful

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In this episode of Streams to Impact, host Dr. Allen Lomax engages with Scott Hauck, the managing partner at Legacy Capital. They discuss Scott's journey from corporate life to entrepreneurship, the challenges of raising capital, and the unique investment strategy of acquiring profitable small businesses. Scott shares insights on the importance of mental health, his personal struggles with OCD, and the establishment of Legacy Lifeline, a nonprofit aimed at providing mental health care solutions. The conversation emphasizes the significance of family, legacy, and the impact of financial freedom.

Main Points:

Scott Hauck has over 20 years of experience in building and exiting businesses.
Legacy Capital aims to acquire and grow small American businesses for purpose-driven prosperity.
There is a historic opportunity in the U.S. market with a significant transfer of wealth.
Raising capital is a challenge, especially for new funds.
Investors benefit from diversified risk across multiple businesses.
The focus is on acquiring profitable businesses in technology and transportation sectors.
EBITDA is a key metric for evaluating business profitability.
Legacy Capital aims to maintain the legacy of acquired businesses.
Mental health is a personal passion for Scott, leading to the creation of Legacy Lifeline.
Family is the most important aspect of Scott's life and business journey.

Connect With Scott Hauck:

scott@legacycap.pro
https://www.linkedin.com/in/scotthauck/
Investor kit - available at www.legacycap.pro

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In this enlightening conversation, Dr. Allen Lomax interviews Ladislas Maurice, known as the Wandering Investor, who shares his journey of investing in international real estate and obtaining citizenships through investments. The discussion covers the importance of diversification in investments, navigating language barriers, geopolitical considerations, and the significance of having good legal support when investing abroad. Ladislas emphasizes the benefits of international investing, including peace of mind and resilience against market volatility, while also providing insights into how to gather information and make informed decisions in various global markets.

Main Points:

Investing internationally provides peace of mind through diversification.
Diversification helps mitigate risks associated with market volatility.
Good legal support is crucial when investing in foreign markets.
Language barriers can be overcome with the right resources and support.
Real estate investments can lead to residency and citizenship in various countries.
Understanding local markets is essential for successful investments.
Geopolitical factors can influence investment decisions and opportunities.
Researching multiple sources of information is key to forming a well-rounded perspective.
Having multiple home bases can provide flexibility and security.
Investing in real estate abroad can be a strategic move for future generations.

Connect with Ladislas Maurice:

info@thewanderinginvestor.com
www.thewanderinginvestor.com
https://www.linkedin.com/in/ladislasmaurice/

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Jeremy Dyer, a seasoned real estate investor and VP of Capital Formation at Rise 48 Equity. They discuss Jeremy's journey from traditional investing to real estate syndication, the importance of financial literacy, and the transition from active to passive investing. Jeremy shares insights on evaluating investment risks, selecting trustworthy sponsors, and building relationships with investors. He also talks about his capital raising company, Starting Point Capital, and offers advice for new investors looking to diversify their portfolios. The conversation emphasizes the significance of personal priorities and the impact of family on investment decisions.

Main Points:

The journey to financial freedom requires a mindset shift.
Investing in real estate can provide passive income opportunities.
Understanding the risks associated with investments is crucial.
Choosing the right sponsor is key to successful investing.
Building trust with investors takes time and authenticity.
Investors should prioritize their education before investing.
Networking is essential for raising capital and building relationships.
Passive investing allows for more time to focus on personal priorities.
Investors should be aware of the potential for losses in any investment.
Family and personal values should guide investment decisions.

Connect with Jeremy Dyer:

jeremy@rise48equity.com
www.rise48equity.com
https://www.linkedin.com/in/jeremydyer/

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In this episode, Dr. Allen Lomax interviews Tyler Vinson, CEO of ReTokens, about the future of wealth building through tokenization and blockchain technology in real estate. Tyler shares his personal journey through the 2008 financial crisis and how it inspired him to innovate in real estate investing. The conversation explores how tokenization can democratize access to real estate investments, enhance liquidity, and streamline the investment process. Tyler also discusses the regulatory landscape and the future of wealth building with digital assets.

Main Points:

The future of wealth is becoming more accessible through tokenization.
Real estate investing can be as liquid as stock trading.
Tyler Vinson's journey was shaped by the 2008 financial crisis.
Tokenization allows for digital ownership of real estate.
Blockchain technology enhances transparency and security in investments.
Investors can now access real estate with lower capital requirements.
The investment process is streamlined through digital platforms.
Regulatory frameworks are adapting to accommodate tokenized assets.
The secondary market will allow non-accredited investors access to investments.
The future of wealth building will involve diverse digital assets.

Connect with Tyler Vinson:

troy@kitcaster.com
https://retokens.com/
https://linkedin.com/company/retokens
https://www.linkedin.com/in/realestateinvestment/

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In this enlightening episode, Dr. Allen Lomax interviews Adam Bergman, a leading voice in the self-directed retirement industry. They discuss the transformative potential of self-directed IRAs, the misconceptions surrounding them, and the advantages of investing in alternative assets. Adam shares his journey from a tax lawyer to the founder of IRA Financial, emphasizing the importance of financial education and diversification in retirement planning. The conversation also covers the process of getting started with self-directed accounts, the rollover process, and the significance of understanding prohibited transactions.

Main Points:

Self-directed IRAs allow investment in alternative assets.
Many professionals are unaware of self-directed IRAs.
The private placement market is larger than public markets.
Tax-free growth is a significant advantage of self-directed accounts.
Diversification is crucial for reducing investment risk.
Investors can control their financial future through self-direction.
Education is key to unlocking retirement account potential.
The rollover process for IRAs is straightforward and tax-free.
Prohibited transactions must be understood to avoid penalties.
Self-directed accounts can lead to greater investment opportunities.

Connect with Adam Bergman:

abergman@irafinancial.com
https://www.irafinancial.com/
https://www.youtube.com/@IRAFinancial
https://www.linkedin.com/in/adambergman1

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In this enlightening conversation, Marc Adams shares his journey from facing a stage four cancer diagnosis to becoming a successful entrepreneur focused on helping others maximize their business value and achieve tax-free exits. He discusses the importance of preparing businesses for sale, the challenges faced by business owners, and the strategies for wealth creation. Marc emphasizes the need for entrepreneurs to understand the value of their businesses and the potential pitfalls that can lead to significant losses during the exit process. His personal story and insights provide a roadmap for others looking to create lasting legacies and financial freedom.

Main Points:

Marc Adams' journey began by accident, driven by a desire to help business owners.
Many businesses do not sell for their desired price due to various market factors.
COVID-19 and a cancer diagnosis prompted Marc to rethink his approach to business.
Nine out of ten companies do not sell, which can leave families in financial distress.
The importance of understanding the tax implications when selling a business is crucial.
Marc's book, 'Secret to 10X in Your Business and Cashing Out Tax Free,' became a bestseller.
Business owners can significantly increase their company's value through strategic growth.
Acquisitions can be a fast track to doubling business size and value.
Creating wealth is only half the battle; keeping it is equally important.
Marc encourages entrepreneurs to share their wealth and knowledge to uplift others.

Connect with Marc Adams:

marc@acquisitions4you.com
http://www.acquisitions4you.com/
http://www.marcadams.io/
http://www.linkedin.com/in/1marcadams
X: @marc1adams

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In this episode of Streams to Impact, host Allen Lomax interviews Andrew Reichert, CEO of Birgo Realty, who shares his inspiring journey from humble beginnings to successful real estate entrepreneur. Andrew discusses his first investment, overcoming personal adversities, and how these experiences shaped his leadership style. He emphasizes the importance of aligning personal purpose with business goals, motivating teams, and the lessons learned from scaling a business. Andrew also reflects on the challenges of making tough personnel decisions and the legacy he hopes to leave behind.

Main Points:

Andrew's journey began with humble beginnings and a mindset shift from 'Rich Dad Poor Dad'.
His first investment was a duplex bought with no money down, leading to a portfolio of 20 units.
Adversity shaped Andrew's leadership approach, emphasizing resilience and alignment with purpose.
Real estate is a means to impact lives, not just a business.
The book 'Priorities on Purpose' outlines a system for living with clarity and focus.
Understanding the 'who' is crucial for personal and organizational success.
Birgo Realty focuses on acquiring multifamily assets in Heartland cities.
Burnout can indicate misalignment in personal and organizational goals.
Scaling a business requires breaking and rebuilding systems as it grows.
Making tough personnel decisions is essential for organizational health.

Connect With Andrew Reichert:

areichert@birgo.com
https://www.birgo.com/
https://www.linkedin.com/in/andrewreichert/
https://www.facebook.com/birgocapital/
https://www.instagram.com/birgocapital/
https://www.youtube.com/channel/UC6MJimZWRKjyBK7DI4ANCmw

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Kelvin Bell, a distinguished toastmaster, investor, and business strategist. They discuss Kelvin's journey into entrepreneurship, key strategies for enhancing business valuation, innovative sales approaches, and effective profit margin strategies. Kelvin shares insights on navigating mergers and acquisitions, the consulting business model, and the importance of exit planning for small business owners. The conversation emphasizes the need for strategic planning and the potential for significant growth through thoughtful business practices.

Main Points:

Business owners often overlook exit strategies until it's too late.
Retaining existing customers is more cost-effective than acquiring new ones.
A well-structured management team is crucial for business valuation.
Profit margins can be increased by adjusting pricing strategies.
Mergers and acquisitions can double business size but require careful planning.
Consulting for equity aligns the consultant's success with the business's growth.
Standard operating procedures can alleviate the burden on business owners.
Exit readiness is essential for maximizing business valuation.
Transformational consulting can provide significant ROI for businesses.
Quiet reflection can be a powerful tool for introverted entrepreneurs.

Main Points:

TopValue15.com
GrowYourBusinessNow.info
https://www.instagram.com/drkelvinbell/
https://www.linkedin.com/in/kelvin-bell-investor/
https://www.facebook.com/kelvin.bell.31945

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In this episode, Dr. Allen Lomax interviews Rick Abbiati, a U.S. Navy veteran who transitioned from a successful career in the defense industry to become a full-time real estate investor and coach. Rick shares his journey of overcoming challenges in real estate, the importance of mindset, and the significance of understanding one's 'why' in pursuing financial freedom. He emphasizes the value of community and accountability in achieving success and offers insights into the strategies that led to his impressive financial achievements in real estate.

Main Points:

Rick transitioned from a 40-year career in defense to real estate.
He achieved financial freedom in just two years.
Mindset and confidence were crucial to his success.
Community support played a significant role in his journey.
Understanding one's 'why' is essential for motivation.
Rick's first deal earned him $90,000 with no money down.
He emphasizes the importance of persistence and drive.
Coaching others brings him great satisfaction.
Surrounding yourself with committed individuals is key.
Rick would have committed to the highest coaching level sooner.

Connect with Rick Abbiati:

rick@smartrealestatecoach.com
https://smartrealestatecoach.com/
https://www.linkedin.com/company/wickedsmartinc/
https://www.facebook.com/smartrealestatecoach
https://www.instagram.com/smartrealestatecoach
https://www.youtube.com/@wickedsmartinc
https://www.tiktok.com/@wickedsmartinc

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In this episode of Streams to Impact, Allen Lomax interviews Jack Martin, co-founder of 5210, an investment firm specializing in mobile home parks. They discuss the often misunderstood asset class of mobile home parks, highlighting their stability, cash flow potential, and recession resistance. Jack shares his journey into mobile home park investing, the unique characteristics of mobile homes, and the importance of tenant ownership. The conversation also covers the challenges of financing mobile homes and the value proposition for investors in this niche market.

Main Points:

Mobile home parks are a high yield investment.
Tenants in mobile home parks typically own their homes.
The eviction rate in mobile home parks is very low.
Mobile homes today are built with modern materials.
The stability of cash flow in mobile home parks is significant.
Investors can benefit from substantial passive losses.
Chattel financing is a challenge for mobile home buyers.
Mobile home parks are recession resistant assets.
The transition from park-owned to tenant-owned homes is crucial.
Quality renovations can change the culture of a mobile home park.

Connect With Jack Martin:

jack@52TEN.com
https://52ten.com/
https://www.linkedin.com/in/jack-martin-52ten/
https://www.facebook.com/52TENInvestments/
https://www.youtube.com/channel/UCK9mmKx4H8tHQz1kt0k3_Hw

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In this enlightening conversation, Dr. Allen Lomax interviews Fernando Angelucci, a seasoned self-storage syndicator, who shares his journey from traditional employment to becoming a successful real estate entrepreneur. The discussion covers various investment strategies in self-storage, including tax mitigation techniques, the advantages of being a limited partner, and the nuances of financing high-value off-market opportunities. Angelucci also explains the differences between equity and debt investing, the trend of converting big box retail spaces into self-storage facilities, and provides an optimistic outlook for the self-storage industry in the coming years.

Main Points:

Fernando Angelucci transitioned from a traditional job to real estate investing.
Self-storage offers unique advantages like no tenants or maintenance.
Tax strategies can significantly enhance returns in self-storage investments.
Being a limited partner reduces risk and provides passive income.
Financing strategies are crucial in acquiring off-market storage opportunities.
Understanding the capital stack is essential for investors.
Converting retail spaces to self-storage is a growing trend.
Self-storage has shown resilience during economic downturns.
The self-storage industry is expected to see continued growth.
Investing in self-storage can provide better returns than the stock market.

Connect with Fernando Angelucci:

fernando@SSSE.com
http://www.ssse.com/
https://www.linkedin.com/in/thestoragestud/
https://www.facebook.com/TheStorageStud/
https://www.instagram.com/thestoragestud
https://twitter.com/thestoragestud?lang=bn

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Kris Reid, an international real estate consultant and founder of a leading real estate podcast network. Kris shares his journey from being a software engineer to becoming an SEO expert, and eventually transitioning into real estate and podcasting. He discusses the unique advantages of podcasting for building referral networks in real estate, the importance of niche content, and how podcasting can benefit passive investors. Kris also reflects on his experiences living in different countries and the freedom that comes with running an online business. He concludes with advice for aspiring podcasters, emphasizing the need for consistency and passion in their endeavors.

Main Points:

Kris transitioned from software engineering to SEO and then to real estate.
Podcasting has become a powerful tool for building relationships in real estate.
87% of real estate transactions come from referrals, highlighting the importance of networking.
Creating niche-specific content can attract the right audience.
Podcasting can help passive investors connect with opportunities.
Living abroad has provided Kris with a unique perspective on business and lifestyle.
Online businesses offer more flexibility and lower startup costs compared to traditional businesses.
Most podcasts fail within the first few episodes due to lack of monetization.
Consistency is key in building a successful podcast or business.
Finding and following your passion is essential for long-term success.

Connect with Kris Reid:

https://linkedin.com/in/krisreidre/
https://www.facebook.com/IconsOfRealEstate
https://www.instagram.com/iconsofrealestate
https://www.youtube.com/@iconsofrealestate
https://www.tiktok.com/@iconsofrealestate
https://iconsofrealestate.com/framework

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In this conversation, Dr. Allen Lomax and Bill Westrom delve into the complexities of family finances, exploring Bill's unique journey into financial strategy and the revolutionary concept of Credit Line Banking. They discuss the alarming state of consumer debt in America, the misconceptions surrounding traditional financial advice, and the importance of understanding money flow within the economy. Bill emphasizes the need for a paradigm shift in how individuals manage their finances, advocating for education over mere assistance in financial matters. In this conversation, Bill discusses the flaws in the traditional banking system and presents his innovative approach to managing money through 'Credit Line Banking.' He emphasizes the importance of changing the flow of money, understanding sweep accounts, and leveraging financial strategies to reduce debt and interest costs. Bill also outlines his unique service offering, which includes a personalized approach to financial education and a six-month guarantee for his clients.

Main Points:

Bill Westrom's journey into financial strategy was accidental but driven by passion.
Teaching financial literacy is more impactful than simply providing help.
The economy's health is directly tied to individual money flow.
Consumer debt in America has reached alarming levels, with many struggling to manage it.
Debt is often misunderstood; it's the repayment terms that create issues.
Traditional financial advice may not serve the best interests of consumers.
Understanding the real cost of debt is crucial for financial health.
The average American faces significant deductions from their income due to taxes and debt payments.
Financial strategies should be reevaluated to better serve consumers' needs.
The banking system operates on a model that may not be transparent to consumers. Bankers often operate like hedge funds, focusing solely on profit.
Changing the flow of money is key to financial success.
Interest rates are less important than the balance owed.
Sweep accounts can help manage idle money effectively.
Consumer banking strategies can be enhanced by executive banking techniques.
Establishing a 'bill payday' simplifies financial management.
Manipulating the flow of money can lead to significant interest savings.
Bill's service is personalized and focuses on individual financial situations.
A six-month guarantee ensures accountability in Bill's program.
Continuous learning is essential for financial empowerment.

Connect with Bill Westrom:

bill@truthinequity.com
https://truthinequity.com
https://www.linkedin.com/in/bill-westrom-49898317/
https://www.facebook.com/bill.westrom.9/
https://x.com/billyjelly?lang=bg

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In this enlightening conversation, Rob Haynie, a leading expert in life settlements, shares his journey and insights into how life insurance policies can be transformed into valuable financial assets. He discusses the evolution of the life settlement industry, the process of selling life insurance policies, and the significant financial benefits that can be realized. The conversation emphasizes the importance of awareness among seniors and financial advisors regarding the potential of life settlements as a financial planning tool.

Main Points:

Life insurance policies can be valuable financial assets.
Many people are unaware of the life settlement option.
Seniors often need income or long-term care funding.
Life settlements can provide significantly more than cash surrender value.
The life settlement industry is regulated in most states.
Investors in life settlements include institutional capital funds.
Life settlements can help improve financial outcomes for seniors.
Financial advisors should review clients' life insurance policies regularly.
Retained death benefits can be structured in life settlements.
The life settlement industry has a strong track record with zero consumer complaints.

Connect With Rob Haynie:

rob@lisettlements.com
https://www.lisettlements.com
https://www.linkedin.com/in/rob-haynie-08656b9/
https://www.facebook.com/rob.haynie.3
https://www.instagram.com/johnrobhaynie/

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In this episode of Streams to Impact, host Dr. Allen Lomax speaks with financial expert Drew Boyer about the intersection of personal finance and music, particularly hip hop. Drew shares his journey from a young intern during the tech bubble burst to becoming a certified financial planner. The conversation covers common financial mistakes, the burden of student loans, and the importance of finding genuine financial advisors. Drew emphasizes the need for financial literacy, planning, and the importance of investing in oneself. He also discusses his book, 'HipHopxFinance,' which aims to make personal finance accessible and engaging through the lens of music.

Main Points:

Drew's journey into finance began during a challenging market.
The influence of hip hop culture on financial ambition is significant.
Common financial mistakes include excessive student loan debt and credit card misuse.
Planning ahead is crucial to avoid debt traps.
Financial literacy is essential for navigating modern financial challenges.
Finding a genuine financial advisor is key to successful planning.
Debt remediation can be achieved through negotiation and planning.
Investing in knowledge is the best investment one can make.
Personal finance should be engaging and relatable.
Combining passions can lead to fulfilling career paths.

Connect With Drew Boyer:

drew@boyerfinancialgroup.com
https://hiphopxfinance.com/
https://www.facebook.com/hiphopxfinance
https://www.instagram.com/hiphopxfinance/
https://www.instagram.com/drewboyer78/

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In this conversation, Ashutosh Garg shares his remarkable journey from a military background to becoming a successful entrepreneur and author. He discusses his experiences in international business, the significance of the Indian diaspora, and the evolving perspectives on immigration. Ashutosh also delves into his insights on management wisdom derived from Indic scriptures and reflects on the lessons learned from his father, emphasizing the importance of fatherhood in personal development.

Main Points:

Ashutosh Garg's journey spans multiple countries and industries.
He emphasizes the importance of education in Indian culture.
The Indian diaspora has significantly contributed to global economies.
Ashutosh's podcast aims to create a digital library of knowledge.
His books focus on management wisdom and personal development.
Diversity, equity, and inclusion are critical in modern organizations.
The role of a father is crucial yet often overlooked.
Ashutosh's experiences in healthcare have shaped his entrepreneurial path.
India's economy is rapidly growing and evolving.
Writing has been a transformative process for Ashutosh.

Connect with Ashutosh Garg:

https://www.equationcoaching.com/
gargashutosh@gmail.com
https://www.linkedin.com/in/coach-ashutoshgarg/
https://www.facebook.com/TheBrandCalledYou/

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Brian Kiczula, an expert in cost segregation and depreciation acceleration. Brian shares his journey from the mortgage industry to specializing in cost segregation, explaining how it helps real estate investors maximize cash flow through strategic tax deductions. The conversation covers the intricacies of cost segregation, including what properties qualify, the benefits and drawbacks, and the importance of understanding IRS guidelines. Brian also discusses bonus depreciation and the potential for lookback studies, emphasizing the need for investors to consult with their tax advisors to make informed decisions.

Main Points:

Cost segregation allows for accelerated depreciation on real estate assets.
Investors can benefit from understanding the components of their properties.
Not all improvements are depreciable; proper classification is key.
Bonus depreciation can significantly impact investment decisions.
Lookback studies can help recover missed depreciation from prior years.
Consulting with a CPA is crucial for maximizing tax benefits.
Cost segregation studies can be beneficial for both small and large property owners.
Understanding the timeline of property ownership is important for tax strategy.
Investors should be proactive in seeking cost segregation benefits.
The landscape of tax laws can change, impacting depreciation strategies.

Connect with Brian Kiczula:

brian@costsegrx.com
https://www.realestateexplainer.com

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Adrienne Green, a seasoned real estate investor and systems expert. Adrienne shares her journey from house hacking to building a multi-million dollar real estate portfolio. She discusses the importance of mindset shifts, the challenges of implementing systems and virtual assistants, and the creation of a course to help others navigate the complexities of real estate investing. The conversation emphasizes the need for continuous growth and adaptation in the real estate business.

Main Points:

Adrienne's journey began with house hacking, leading to passive income.
Mindset shifts are crucial for growth in real estate investing.
Leveraging virtual assistants can free up time for investors.
Implementation involves trial and error, with a focus on systems.
Creating SOPs is essential for managing virtual assistants effectively.
Continuous evaluation of business performance is necessary for success.
Mistakes are part of the learning process in real estate.
Networking and learning from others can accelerate growth.
Technology can streamline processes and improve efficiency.
Having a clear vision and accountability is key to achieving goals.

Connect with Adrienne Green:

adrienne@adriennegreen.com
https://adriennegreen.com/
https://www.facebook.com/ARealGreen123/
https://www.instagram.com/arealgreen
https://www.linkedin.com/in/arealgreen/

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In this enlightening conversation, Allen Lomax and Kelle Sparta delve into the intersection of spiritual coaching and business mentorship. Kelle shares her journey from a childhood steeped in spiritual practices to becoming a transformational coach for spiritual entrepreneurs. The discussion explores the importance of energetics in business leadership, the common energy blocks that hinder success, and transformative case studies that illustrate the power of energy clearing in business. Kelle emphasizes the need for leaders to align their personal energy with their business to foster growth and success. In this conversation, Kelle Sparta discusses the importance of intuitive decision-making in business, the role of energetic alignment, and how to navigate the complexities of modern economic shifts. She emphasizes the need for balance between masculine and feminine energies, the significance of collective consciousness, and the necessity of managing fear within teams. Kelle also shares insights on empath skills and the importance of surrendering to guidance for personal and professional growth.

Main Points:

Kelle Sparta's journey into spiritual coaching began in childhood.
Combining spiritual growth with business insights is essential for success.
Energetics play a crucial role in business leadership.
Women often gestate their businesses within their energy fields.
Energy blocks can stem from personal, ancestral, and past life issues.
Imposter syndrome and self-love are common energy blocks.
Negotiating with your inner child can lead to business breakthroughs.
Ongoing energetic work is necessary for sustained success.
Understanding the energetics of your business can prevent stagnation.
Transformative case studies highlight the impact of energy clearing. Intuition can reveal hidden financial issues in businesses.
Energetic alignment is crucial for successful business decisions.
Understanding collective consciousness can help in market trend analysis.
Surrendering to guidance can lead to better decision-making.
Empaths need to manage their energy to avoid overwhelm.
Chaos in the market can present opportunities for growth.
Leaders must manage fear within their teams for better outcomes.
The quality of questions determines the quality of answers in energy work.
Balance between masculine and feminine energies is essential for stability.
Preparation for feast and famine cycles is key in business.
Get your Executive Summary of Kelle's upcoming book The Spiritual CEO: Unlock Energetic Alignment for 6-, 7-, and 8-Figure Success that outlines all of the spiritual issues that can impact your business.

Connect with Kelle Sparta:

kelle@kellesparta.com
http://www.KelleSparta.com
https://www.linkedin.com/in/kellesparta/
https://www.facebook.com/kellesparta
https://www.instagram.com/kellesparta/
https://www.youtube.com/channel/UC0jXbllhVlDcHRqMSQpR2DQ
tiktok: @KelleSparta

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In this conversation, Chris Prefontaine discusses innovative strategies for buying and selling real estate without traditional financing methods. He emphasizes the importance of owner financing, the three payday system, and the interactive mentorship model that supports aspiring investors in transitioning from their jobs to real estate careers. The discussion also covers the challenges of entrepreneurship, the significance of having a predictable plan, and the potential opportunities in the real estate market during times of chaos.

Main Points:

Buying on terms means not using banks or personal cash.
Owner financing allows for monthly principal-only payments.
Transitioning from a job to real estate requires a predictable plan.
Interactive mentorship provides real-time support for students.
The three payday system offers multiple income streams from deals.
Market chaos creates opportunities for creative real estate strategies.
Success rates for tenant buyers are high with proper qualification.
Challenges in entrepreneurship often stem from mindset shifts.
Free resources are available for those interested in real estate.
A minimal marketing budget can lead to successful deals.

Connect with Chris Prefontaine:

www.wickedsmartbooks.com/abundance1
chris@smartrealestatecoach.com

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In this conversation, Dr. Allen Lomax shares his journey from personal struggles to financial stability, emphasizing the importance of commercial real estate investing for retirement planning. He discusses overcoming challenges, the impact of mental health on financial decisions, and how his program helps clients achieve financial freedom through strategic investments.

Main points:

Financial security can feel fragile even after years of hard work.
Personal struggles can lead to transformative moments in life.
Commercial real estate offers greater stability and passive income.
Understanding your values is crucial for retirement planning.
Wealthy individuals make their money work for them through investments.
Therapy and self-understanding can lead to personal growth.
Investing in appreciating assets is key to financial success.
Clients experience peace of mind with financial freedom.
It's important to assess your financial situation regularly.
Creating a legacy involves thoughtful planning and investment.

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In this enlightening conversation, Dr. Allen Lomax interviews Mark Podolsky, known as the Land Geek, who shares his transformative journey from a stressful investment banking career to becoming a successful land investor. Mark discusses the principles of passive income through land investing, the importance of personal growth, and the lessons learned from both successes and failures in his business. He emphasizes the significance of helping others achieve financial freedom and the role of education in navigating the land investment landscape.

Main Points:

Mark Podolsky transitioned from investment banking to land investing for freedom.
He achieved significant financial success through land flipping.
Helping others escape economic dependency is Mark's true passion.
Material possessions did not bring lasting happiness to Mark.
Therapy helped Mark realize the importance of internal fulfillment.
The journey of personal growth is ongoing and essential.
Mark emphasizes the importance of humility in business.
Passive income can provide financial security and freedom.
Education is crucial for success in land investing.
Mark offers resources for aspiring land investors.

Connect with Mark Podolsky:

mark@thelandgeek.com
www.thelandgeek.com
https://landgeek.samcart.com/products/dirt-rich?utm_source=dr-alex-schole&utm_medium=podcast
https://www.linkedin.com/in/thelandgeek
https://www.instagram.com/thelandgeek/
https://www.facebook.com/thelandgeek/
https://www.youtube.com/@TheLandGeek/

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In this episode of Streams to Impact, host Allen Lomax engages with Krista Reuther, Senior Education Content Manager at TurboTenant. They discuss Krista's journey from childhood experiences of bullying and trauma to her passion for empowering others through writing and mental health advocacy. Krista shares her insights on the importance of speaking up, the impact of her suicide prevention blog, and her current work in educating landlords. The conversation emphasizes the significance of breaking barriers and challenging mindsets to achieve financial freedom and personal growth.

Main Points:

The importance of speaking up for others.
Small actions can lead to significant impacts.
Writing can be a powerful tool for healing.
Mental health advocacy is crucial for community support.
Empowering others can create lasting change.
Everyone has the potential to achieve financial freedom.
Challenging societal structures can lead to personal growth.
Education is key to overcoming barriers in real estate.
Authenticity can inspire and empower others.
Support systems are vital for personal development.

Connect with Krista Reuther:

https://www.turbotenant.com/
https://www.linkedin.com/in/krista-reuther-writer/
https://www.facebook.com/turbotenant/
https://www.instagram.com/turbotenant
https://x.com/turbotenant/
https://www.youtube.com/c/turbotenant
https://www.tiktok.com/@turbotenant

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In this conversation, Michael Albaum shares his inspiring journey into real estate investing, detailing the pivotal moments that ignited his passion and the challenges he faced along the way. He discusses the common fears and misconceptions surrounding real estate, emphasizing the importance of education and mentorship in overcoming these barriers. Michael introduces his program, MyFi Academy, designed to help new investors navigate the complexities of real estate investing and achieve financial independence. He also reflects on his experiences with his first investment deal and the lessons learned from navigating challenges in the industry.

Main Points:

Michael's journey began with his first real estate deal over a decade ago.
Many people have misconceptions about real estate investing due to past experiences.
Education and understanding risks are crucial for successful investing.
MyFi Academy aims to help new investors get started in real estate.
Choosing a mentor with current experience is vital for success.
Investing in real estate can be done with minimal capital.
Consolidating investments in one market can lead to better results.
Real estate investing requires a mindset shift to overcome fears.
Challenges in real estate can be managed with the right knowledge and support.
Building a network is essential for successful investing.

Connect with Michael Albaum:

https://www.myfiacademy.com/
https://www.linkedin.com/in/michaelalbaum/
https://www.instagram.com/myfimike/
https://x.com/MichaelAlbaum
https://www.youtube.com/@TheRemoteInvestor

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In this conversation, Dr. Allen Lomax discusses the financial challenges faced by LGBTQI+ professionals and presents a transformative approach to achieving financial freedom through commercial real estate investing. He shares his personal journey of overcoming adversity, the importance of passive income, and practical tips for aligning financial goals with personal values. The conversation emphasizes the need for community support and education in navigating financial landscapes, ultimately encouraging listeners to take proactive steps towards securing their financial futures.

Main Points:

Many successful professionals feel financial insecurity.
Passive income can provide true financial freedom.
Commercial real estate offers more stability than single-family investments.
Aligning values with financial goals is crucial for success.
Understanding your financial situation is key to investment strategy.
Wealthy individuals make money work for them, rather than working for money.
Education and support are essential for financial empowerment.
Investing in commercial real estate can yield significant returns.
Community advocacy is enhanced by financial stability.
Taking action today can lead to a more secure future.

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In this enlightening conversation, Chris Larsen shares his transformative journey from a career in engineering and medical devices to becoming a successful real estate investor. He emphasizes the importance of financial independence, the role of money in achieving a fulfilling life, and the value of time. Chris discusses his initial foray into real estate through house hacking and how he scaled his investments into syndications, including apartments, mobile home parks, and car washes. The conversation highlights the holistic approach to investing, focusing on both financial success and personal fulfillment.

Main points:

Chris Larsen transitioned from engineering to real estate investing.
He emphasizes a holistic approach to financial independence.
Money is a means to achieve freedom and pursue passions.
Life's challenges can lead to personal growth and new paths.
The importance of valuing time over just accumulating wealth.
Real estate syndication offers scalable investment opportunities.
Diverse asset classes can enhance investment returns.
Value-add strategies can significantly increase property value.
Investing in affordable housing can meet community needs.
Personal experiences shape investment philosophies and strategies.

Connect with Chris Larsen:

chris@nextlevelincome.com
https://www.youtube.com/@thenextlevelincomeshow
https://www.linkedin.com/in/nextlevelincome/
A copy of my book for free: https://nextlevelincome.com/book/

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In this enlightening conversation, Dr. Allen Lomax speaks with Kurt Volkman, a visionary leader in sustainable urban planning and architecture. They explore the importance of smart building design, the challenges of navigating sustainability controversies, and the potential for renovating older buildings to meet modern standards. Kurt shares insights on integrating wellness into design, addressing toxic materials, and the evolution of building practices, including modular construction. The discussion also touches on the impact of sustainable design on communities and strategies to combat gentrification. Kurt emphasizes the need for adaptability in the face of industry challenges, highlighting the importance of being intellectually curious and responsive to market demands.

Main Points:

Sustainability requires early decision-making to minimize costs.
Comfort in living spaces significantly impacts tenant retention.
Renovating older buildings to modern standards is feasible.
Sustainable projects can command higher rents in the market.
Natural materials are preferable to reduce toxic off-gassing.
Intellectual curiosity drives innovation in architecture.
Modular construction offers speed and efficiency in building.
Community design should prioritize foot traffic and accessibility.
Gentrification can be mitigated through inclusive planning.
Adaptability is crucial in navigating industry challenges.

Connect with Kurt Volkman:

https://www.linkedin.com/in/kurt-volkman-b479a47/

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In this enlightening conversation, Anne Gannon shares her journey from competitive golfer to founder of the Largo Group, an accounting firm dedicated to empowering small business owners. She discusses the critical role of mindset in business success, the importance of diversification, particularly through short-term rentals, and the need for business owners to understand their tax obligations. Anne emphasizes the value of having a proactive approach to financial planning and the significance of resilience in overcoming life's challenges.

Main Points:

Mindset is crucial for business success.
Diversification can protect businesses during crises.
Short-term rentals offer tax advantages.
Understanding taxes is essential for business owners.
Effective tax rates influence business decisions.
Business owners should be proactive, not reactive.
Planning for the future is vital for success.
Resilience is a key trait of successful entrepreneurs.
Life is short; take action now.
The Largo Group offers a unique flat fee approach.

Connect with Anne Gannon:

https://www.accelerator-method.com/str-accelerator-benefits
https://www.linkedin.com/in/anne-gannon-529107148/
https://www.facebook.com/profile.php?id=100095441858241
https://www.instagram.com/acceleratormethod/
https://www.youtube.com/@AcceleratorMethod
https://www.thelargogroup.com/shotmaker-podcast

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In this enlightening conversation, Stacy Oliver, founder and CEO of SoulStream Media LLC, shares her inspiring journey into the world of wellness publishing. With over 30 years of experience, she discusses the creation of MindBodySoul magazine, targeting affluent women, and the emotional connections to health and wellness. Stacy reflects on her personal challenges, including the loss of her first husband and navigating divorce, emphasizing the importance of community, support, and taking risks in business and life. The conversation highlights the significance of emotional health in physical wellness and the continuous journey of personal growth.

Main Points:

Stacy Oliver has over 30 years of experience in publishing health magazines.
The idea for MindBodySoul magazine came from a personal tragedy.
Targeting affluent women allows for a unique advertising model.
Emotional health is crucial to physical wellness.
Stacy emphasizes the importance of community and support in personal growth.
Taking risks is essential for success in business.
Stacy's journey reflects a deep desire for independence and health.
The magazine serves as a resource for women seeking wellness and beauty.
Stacy's business model supports affiliate publishers in various cities.
Personal challenges can lead to significant growth and transformation.

Connect with Stacy Oliver:

https://mindbodysoul.media/
https://www.facebook.com/mindbodysoulmagazine
https://www.linkedin.com/in/stacy-oliver-5bb55929b/
https://www.instagram.com/mind.body.soul.mag/?hl=en

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In this engaging conversation, Phil Better shares his journey from a curious podcast listener to a successful podcast mogul. He discusses the influence of his childhood, particularly the impact of his godfather, and how it shaped his outlook on life and business. Phil delves into the evolution of podcasting, the importance of monetization, and how he helps others achieve passive income through their podcasts. He emphasizes the significance of networking among entrepreneurs and shares valuable insights gained from interviewing over a hundred entrepreneurs. Finally, Phil opens up about his personal struggles with burnout and the transformative power of therapy, highlighting the importance of investing in oneself for personal growth.

Main Points:

Phil Better's journey into podcasting began in 2014.
His godfather's influence taught him the importance of joy and laughter.
Podcasting can be a vehicle for passive income.
Networking is crucial for entrepreneurs' success.
Burnout can lead to personal transformation and growth.
Monetization strategies have evolved in the podcasting space.
Entrepreneurs often feel unprepared for the challenges they face.
Phil helps others monetize their podcasts effectively.
Investing in oneself is key to personal development.
The podcasting community is still relatively small compared to other media.

Connect with Philip Better:

philbetterinc@gmail.com
www.thepodcastmogul.com
https://www.linkedin.com/in/thepodcastmogul/
https://www.facebook.com/PhilBetter
https://www.instagram.com/ThePodcastMogul

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In this enlightening conversation, Brett Riggins shares his extensive experience in real estate, discussing the challenges and lessons learned from his early investments. He emphasizes the importance of location, market dynamics, and the mindset required for successful investing. Brett introduces the Physician Wealth System, designed to help high-income earners navigate real estate investments effectively. The discussion also delves into the definition of wealth, personal freedom, and the significance of self-awareness in achieving financial success.

Main Points:

Brett's journey in real estate began in 2007, filled with mistakes and learning experiences.
Location is crucial in real estate investment; understanding local dynamics is key.
Economic conditions can impact investment decisions, but opportunities always exist.
The Physician Wealth System helps high-income earners invest in real estate effectively.
Mindset plays a significant role in wealth creation and personal development.
Wealth is subjective and can be defined by personal freedom and gratitude.
Surrounding oneself with the right people is essential for growth and learning.
Self-awareness is the first step towards self-development and overcoming limiting beliefs.
Happiness is a choice and can be cultivated through positive thinking.
Contentment without complacency is a vital aspect of true wealth.

Connect with Brett Riggins:

https://www.linkedin.com/in/brettriggins/
https://www.facebook.com/brett.riggins.9
https://www.instagram.com/nnbrett/
https://twitter.com/nnbrettriggins
https://www.youtube.com/@PhysicianWealthSystems

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In this episode of Streams to Impact, Allen Lomax engages with Patrick Touhey, a dynamic leader and author, who shares his inspiring journey from a challenging childhood marked by abuse and poverty to becoming a successful entrepreneur and advocate for personal development. Patrick discusses the importance of intrinsic motivation, self-discovery, and the power of relationships in achieving success. He emphasizes the need for self-love and compassion, and how his experiences shaped his approach to coaching and leadership. The conversation culminates in a touching tribute to his brother, whose support and legacy continue to inspire Patrick's work.

Main Points:

Empowerment comes from unlocking one's full potential.
Relationships are crucial for success in life and sports.
Overcoming adversity requires determination and perseverance.
Self-reflection is key to personal growth.
Contentment and peace are internal journeys.
Fear of poverty can drive success but also lead to stress.
True self-worth is not tied to external achievements.
Support from family can change one's perspective on life.
Creating a vibrant environment fosters connection and joy.
Legacy and love can inspire transformative journeys.

Connect With Patrick Touhey:

https://www.linkedin.com/in/patrick-touhey-82a57a78
https://www.facebook.com/profile.php?id=61560858572377

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Jake Clopton, a seasoned entrepreneur and expert in commercial real estate. They discuss the current macro trends affecting the real estate market, the impact of interest rates, and the opportunities available for investors. Clopton emphasizes the importance of understanding different property segments, the risks associated with various investments, and the significance of capital sources in real estate transactions. The conversation also covers strategies for raising capital and navigating regulations in the real estate sector.

Main Points:

Interest rates are currently peaking and may decline soon.
COVID-19 has accelerated existing macro trends in real estate.
The bid-ask spread is a significant challenge in the current market.
Multifamily housing remains a strong investment opportunity.
Investors should be cautious with high-leverage short-term loans.
Geopolitical events can impact local real estate markets.
Understanding demographics is crucial for real estate investments.
Mobile home parks require specialized operational expertise.
Hospitality and assisted living facilities carry higher operational risks.
Raising capital requires understanding the type of investment structure.

Connect with Jake Clopton:

https://cloptoncapital.com/
jclopton@cloptoncapital.com
https://www.linkedin.com/in/jakeclopton1/
https://www.facebook.com/CloptonCapital/
https://www.instagram.com/cloptoncapital1/

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In this conversation, Christian Osgood shares his inspiring journey from a modest start in real estate to building a portfolio of over 200 rental units in just three years. After a wake-up call in 2020, he shifted his focus to multifamily investments and creative financing strategies, emphasizing the importance of opportunity over money. He discusses the differences between single-family and multifamily investments, the lessons learned from his experiences, and the evolution of his mentorship program, Multifamily Strategy, which aims to help aspiring investors achieve financial independence.

Main Points:

Christian's journey began with a goal to retire his wife.
He transformed two duplexes into a portfolio of 200 rentals.
The shift to multifamily investments was crucial for scaling.
Understanding the difference between commercial and residential financing is key.
Lessons learned include the importance of focusing on core business.
The resort investment was a costly distraction.
Negotiation skills are vital in real estate deals.
Community and mentorship play a significant role in success.
Creative finance strategies can lead to significant growth.
Success in real estate requires a focus on opportunities.

Connect with Christian Osgood:

christianosgood@gmail.com
Multifamilystrategy.com

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In this episode of Streams to Impact, Dr. Allen Lomax interviews Greg Mohr, a franchise consultant with extensive experience in the franchising industry. The conversation explores the benefits of franchising for real estate investors, the different types of franchises available, and the investment levels required. Greg shares insights on the investigation process for potential franchisees, common mistakes to avoid, and the importance of due diligence. The episode emphasizes the potential for passive income through franchising and the various growth opportunities available within the franchise model.

Main Points:

Diversification in investments helps mitigate risks.
Franchising can provide a steady income stream for real estate investors.
Understanding the franchise model is crucial for success.
Real estate investors often have skills that translate well to franchising.
It's important to research and avoid popular trends in franchising.
Franchises can be funded easily due to their proven track record.
There are various types of franchises, including service and brick-and-mortar.
Investing in a franchise can lead to significant income growth.
The investigation process for franchises is similar to real estate due diligence.
Building relationships with existing franchisees is key to success.

Connect with Greg Mohr:

greg@franchisemaven.com
https://www.linkedin.com/in/gregorykmohr/
https://www.instagram.com/franchisemaven
https://www.franchisemaven.com/
https://www.facebook.com/FranchiseMaven/

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Tessa Greenspan shares her inspiring journey from poverty to success as a business owner. She turned a struggling supermarket into a thriving business, using creativity, resilience, and a deep understanding of her community. Tessa emphasizes the importance of knowing one's story and the events that shape our lives. She also highlights the significance of being creative, finding a niche, and filling it. Tessa's leadership style focused on treating employees as valued members of the team and involving them in the success of the business. She shares her wisdom through mentoring and coaching services.

Main points:

Know your story and the events that shape your life
Be creative, find a niche, and fill it
Treat employees as valued members of the team
Involve employees in the success of the business
Mentor and coach others to help them reach their potential

Connect with Tessa Greenspan:

http://TessaGreenspan.com
tessa2525@gmail.com
facebook.com/tessa.greenspan
instagram.com/tessa.greenspan.official
Linkedin.com/in/tessagreenspan

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In this conversation, Tina Paulus-Krause shares her personal journey of transformation and how it shaped her approach to leadership and personal development. She emphasizes the importance of clarity, intention, discipline, energy, and reset in the process of personal growth. Tina also discusses the future of leadership development and the need for this work to be available to everyone, especially young people. She highlights the power of self-awareness and the potential of the younger generation to make a positive impact on the world.

Main Points:

Transformation begins with self-awareness and a willingness to let go of what isn't working in your life.
Clarity, intention, discipline, energy, and reset are key strategies for personal growth and leadership development.
The future of leadership development lies in making this work available to everyone, especially young people.
Young people have the potential to make a positive impact on the world if given the opportunity to develop self-awareness and leadership skills.
Listening to our intuition and changing the narrative of our inner voice can lead to personal transformation and self-empowerment.

Connect with Tina Paulus-Krause:

tina@tinapauluskrause.com
https://www.linkedin.com/in/tina-paulus-krause/
https://www.instagram.com/coachtpk/
https://www.facebook.com/tina.paulus/

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Alex Verville shares his journey of self-discovery and finding his authentic path. He discusses the importance of removing external identities and masks to connect with our true selves. Alex also talks about the process of coming out and the unnecessary pressure society puts on individuals. He emphasizes the need to find purpose and meaning in life and the constant questioning that comes with it. Alex and his wife founded the Era Society, a space for founders and seekers to explore their personal and business growth. The key takeaway is to surrender and let go of control to find alignment and authenticity.

Main Points:

Remove external identities and masks to connect with your true self
Question societal expectations and unnecessary pressures
Find purpose and meaning in life through self-discovery
Surrender and let go of control to find alignment and authenticity

Connect with Alex:

https://erahsociety.com/newsletter
hi@erahsociety.com
https://www.instagram.com/iamthewholeman/
https://www.linkedin.com/in/alex-verville/

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Streams to Impact is a podcast that empowers professionals to develop multiple streams of passive income through commercial real estate investing. The show features interviews with successful professionals who are making a meaningful impact on the world. The host, Allen Lomax, shares his personal journey of transformation and how he found his passion for real estate investing. He explains the five components of real estate investing that make it an ideal wealth development vehicle: income, depreciation, equity, appreciation, and leverage. The podcast also offers an educational and coaching program to help professionals enter the world of commercial real estate investing.

Main Points:

Streams to Impact empowers professionals to develop multiple streams of passive income through commercial real estate investing.
Real estate investing is an ideal wealth development vehicle due to its five components: income, depreciation, equity, appreciation, and leverage.
The podcast offers an educational and coaching program to help professionals enter the world of commercial real estate investing.
Successful professionals share their stories and strategies for making a meaningful impact on the world.

Connect with Allen Lomax:

https://www.linkedin.com/in/allenlomax/
https://www.facebook.com/allen.lomax/
https://www.instagram.com/steedtalkercapital/

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Kris Morin, co-founder of Three Peaks Capital, shares his journey from corporate America to real estate investing. He emphasizes the importance of diversifying investments and highlights the benefits of investing in private equity and real estate. Morin discusses the focus of Three Peaks Capital on value-add apartment complexes in markets with strong fundamentals. He also addresses common misconceptions in real estate investing and provides advice for investors when vetting operators or managing partners. Morin concludes by encouraging investors to get in the game and plan for the long term.

Main Points:

Diversification is important in investing, and real estate provides an alternative asset class that can help achieve financial goals.
Investing in private equity and real estate can offer more stable returns and cash flow compared to stocks and bonds.
Value-add apartment complexes in markets with strong fundamentals can provide predictable and sustainable returns.
When vetting operators or managing partners, investors should ask about their experience, track record, and ability to handle challenges.
Planning for the long term and structuring investments with longer-term debt can help mitigate risks and optimize returns.

Connect with Kris Morin:

info@threepeakscap.com
https://www.threepeakscap.com/
https://www.linkedin.com/in/kris-morin-multifamily-real-estate-expert/
https://www.facebook.com/kris.morin.906/

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In this episode of Real Estate Investing Abundance, host Dr. Allen Lomax welcomes back Neal Bawa, a renowned expert in multifamily real estate. They discuss the current state of the real estate market, focusing on inflation trends, interest rate predictions, and the implications for multifamily investments. Neil shares insights on the Federal Reserve's approach to managing inflation and interest rates, the future of bridge loans, and the dynamics of cap rates. The conversation also touches on global economic challenges and potential inflation risks stemming from geopolitical tensions.

Main Points:

Neal Bawa emphasizes the importance of data in real estate investing.
The multifamily market has seen a significant decline in prices.
The Federal Reserve is shifting its stance on interest rates.
Expect two quarter point interest rate cuts this year.
Bridge loans may become more favorable for investors next year.
Cap rates are projected to peak in Q1 of next year.
The lowest property prices are expected in the coming months.
Geopolitical conflicts pose significant risks to the economy.
Inflation could rise due to oil price fluctuations.
The current world order is undergoing significant changes.

Connect With Neal Bawa:

https://www.linkedin.com/in/neal-bawa/
http://www.grocapitus.com

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Brandon Cobb, co-owner of HBG Capital, shares his journey from medical device sales to real estate investing. He discusses the importance of taking risks and burning bridges to pursue entrepreneurship. He also highlights six strategies to navigate risk in real estate investing: multiple exit strategies, control of debt, forced asset appreciation, having the end buyer lined up, and downside protection. Brandon emphasizes the need to follow the money and invest in areas where money is moving, both at the macro and micro levels.

Main Points:

Taking risks and burning bridges can lead to unexpected success in entrepreneurship.
Six strategies to navigate risk in real estate investing: multiple exit strategies, control of debt, forced asset appreciation, having the end buyer lined up, and downside protection.
Following the money is crucial in real estate investing, both at the macro and micro levels.
Investing in areas where money is moving, such as entry-level housing, can provide long-term opportunities.
Building a network of mentors and joining mastermind groups can provide valuable guidance and support in business.

Connect With Brandon Cobb:

https://www.facebook.com/hbgcapital
https://www.instagram.com/hbgcapital/
https://www.linkedin.com/in/hbgcapital/

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Colton Pace, CEO and co-founder of OwnWealth, shares innovative strategies for homeowners and property owners to enhance their savings and advance their investment portfolios. The first avenue OwnWealth focuses on is reducing property taxes, which is the second largest expense associated with a home. They help homeowners file tax appeals and protests to lower their tax bills, and also assist in qualifying for tax exemptions. OwnWealth also offers a tax payments product to help property owners pay their tax bills on time and take advantage of early payment discounts. Another area they focus on is insurance, providing a rate monitoring program to help homeowners find the best insurance rates without receiving unsolicited spam emails and phone calls. They also help homeowners reduce their utility bills, such as phone, internet, security, and electricity bills. Lastly, OwnWealth helps homeowners optimize their wealth by being astute managers of their assets, paying attention to bills and expenses, and staying on top of opportunities to decrease expenses and increase investments.

Main Points:

OwnWealth helps homeowners reduce property taxes by filing tax appeals and protests, and qualifying for tax exemptions.
They offer a tax payments product to help property owners pay their tax bills on time and take advantage of early payment discounts.
OwnWealth provides a rate monitoring program to help homeowners find the best insurance rates without receiving unsolicited spam emails and phone calls.
They assist homeowners in reducing utility bills, such as phone, internet, security, and electricity bills.
OwnWealth helps homeowners optimize their wealth by being astute managers of their assets, paying attention to bills and expenses, and staying on top of opportunities to decrease expenses and increase investments.

Connect with Colton Pace:

colton@ownwell.com
http://www.ownwell.com
https://www.linkedin.com/in/coltonpace/

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In this conversation, Alex Alexander shares his inspiring journey from a small town in Texas to becoming a successful real estate investor. He discusses his experiences in the music industry, military, and various entrepreneurial ventures. Alex emphasizes the importance of tenacity, kindness, and community in achieving success. He also talks about his current focus on buying and managing RV parks and his role as a mentor in teaching others how to invest in real estate.

Main Points:

Tenacity and perseverance are key qualities for achieving success in any field.
Setting high goals and pushing beyond your comfort zone can lead to remarkable achievements.
Building a community and providing exceptional service can set you apart in niche markets.
Developing core values and aligning your actions with them can lead to personal and professional growth.
Learning from mentors and following their examples can accelerate your success in real estate investing.

Connect with Alex Alexander:

https://paradiseparkventures.net/
integritylanddevelopment@gmail.com
https://www.facebook.com/HawaiiEscapeAlex
https://www.instagram.com/alexalexanderrv/
https://www.linkedin.com/in/alex-alexander-entj-a0693aab/
https://www.tiktok.com/@hawaiilandman
https://www.youtube.com/@AlexAlexanderRVparkinvestor

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In this episode, Dr. Allen Lomax interviews Michael Levitt, an expert in workplace culture and burnout prevention. They discuss the signs of burnout and how leaders can create a healthy workplace culture to prevent it. Michael shares a success story of a medical clinic that reduced its annual turnover rate from 86% to 6% by implementing changes based on employee input and building trust. The key takeaway is the importance of listening, trust, and understanding in creating a positive work environment.

Main Points:

Sleep is an important indicator of burnout. Poor sleep quality is often a sign of prolonged stress or burnout.
Creating boundaries between work and personal life is crucial in preventing burnout. Employers and employees should establish and communicate clear work hours and expectations.
Engaging in activities outside of work and taking time for self-care is essential for preventing burnout. Scheduling leisure time and prioritizing personal interests is important for overall well-being.
Building trust and open communication within an organization is key to preventing burnout. Leaders should listen to employee input, value their opinions, and create an environment where everyone feels heard and valued.
Preventing burnout requires a collaborative effort between leaders and employees. Both parties should work together to create a healthy work culture and address any issues that may contribute to burnout.

Connect with Michael Levitt:

michael@breakfastleadership.com
http://BreakfastLeadership.com
https://www.instagram.com/bfastleadership/
https://youtube.com/@breakfastleadership
https://www.linkedin.com/in/MichaelDLevitt
https://www.tiktok.com/@bfastleadership
https://twitter.com/bfastleadership

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Jill Jensen shares her inspiring journey from door-to-door sales to successful real estate investing, focusing on mobile home parks. She emphasizes the importance of leveraging other people's skills and building passive income through strategic investments. Her approach to partnering with the right people and creating long-term wealth is both insightful and practical.

Main Points:

Leveraging other people's skills and building passive income is key to long-term wealth development.
Partnering with the right people and investing strategically can lead to financial freedom and generational wealth.
Investing in mobile home parks offers unique opportunities for passive income and long-term wealth creation.

Connect with Jill Jensen:

jill@sonoscapital.com
http://www.sonoscapital.com
https://www.facebook.com/Iamajillionaire
https://www.instagram.com/iamajillionaire/
https://www.linkedin.com/in/thejilljensen/

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Corri Golden shares his journey in real estate investing, from initial doubts to finding success in commercial real estate. He discusses the challenges, mindset shifts, and the transition from single-family to multifamily investing. Corri also explains his business model and the decision to run his business from Portugal.

Main Points:

Overcoming doubt and fear is crucial in pursuing real estate investing.
Transitioning from single-family to multifamily properties requires mindset shifts and strategic planning.
Building a business model that aligns with personal goals and values is essential for long-term success in real estate.
Relocating and running a real estate business remotely requires effective systems, processes, and trustworthy partners.

Connect with Corri Golden:

corri@goldeninvestmentsllc.com
https://www.instagram.com/corrigolden/
https://www.linkedin.com/in/corri-golden-b96313272/
http://investwithgolden.com

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Frank Rizzo, a mobile home park investor, shares his journey and expertise in the industry. He explains how he transitioned from residential real estate to mobile home park investing and the opportunities he found in this asset class. Rizzo emphasizes the importance of ownership and creating value through community development. He discusses the challenges and transformations he has experienced in turning around mobile home parks, including improving community standards and attracting new residents. Rizzo also highlights the role of Stone Capital Investors in providing opportunities for passive investors in the mobile home park space.

Main Points:

Mobile home parks offer opportunities for wealth creation and legacy building through ownership.
Transforming mobile home parks involves improving community standards and creating a sense of community.
Stone Capital Investors provides opportunities for passive investors in the mobile home park space.
Affordability is a key factor driving the demand for mobile home parks.

Connect with Frank Rizzo:

fjr@stonecapitalinv.com
https://www.stonecapinv.com/
https://themhpexchange.com/
https://www.facebook.com/TrailerparkTurnaround https://www.facebook.com/mhpexchange
https://www.instagram.com/frank.rizz/
https://www.linkedin.com/in/frank-rizzo-20818843/
https://www.youtube.com/@TrailerParkTurnaround

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Jered Sturm, CEO of SNS Capital Group, shares his journey from being a maintenance technician to a successful real estate investor. He emphasizes the importance of understanding your core competency and aligning your business strategy with it. Jered also discusses the power of creating a vivid vision for your organization and empowering your team to reverse engineer the actions needed to achieve that vision. He highlights the significance of on-site operations and the people who work there in driving financial returns. Jered's commitment to family and community is reflected in his mission to deliver the feeling of home and create stability, belonging, and respect in his properties.

Main Points:

Understand your core competency and align your business strategy with it.
Create a vivid vision for your organization and empower your team to reverse engineer the actions needed to achieve that vision.
Focus on on-site operations and the people who work there to drive financial returns.
Balance success as a real estate investor with a commitment to family and community.

Connect With Jered Sturm

https://www.snscapitalgroup.com/
https://www.facebook.com/snscapitalgroup https://www.facebook.com/SNSmanagementLLC
https://www.instagram.com/snscapitalgroup/ https://www.instagram.com/snsmanagement_/
https://www.linkedin.com/company/sns-management/
https://www.linkedin.com/company/snscapitalgroup/

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In this episode, host Allen Lomax and guest Jerry Miller discuss Warren Buffett's quote about being fearful when others are greedy and greedy when others are fearful. They explore how this quote applies to the current real estate market and provide insights on investing in different asset classes. Jerry shares his experience in land development and explains the concept of the capital stack. They also discuss the importance of evaluating risk and return when deciding on the right investment for each individual investor.

Main Points:

Evaluate deals on an individual basis rather than following the herd mentality.
Understand the specific market, asset class, and asset strategy when assessing real estate investments.
Consider the balance between cash flow and appreciation when investing in syndications.
Diversify your investment portfolio and consider how each investment fits into your overall strategy.
Be aware of data manipulation and look at long-term trends rather than single data points.
Land development can offer opportunities for attractive returns due to the housing shortage.
The capital stack refers to the full amount of money required for a real estate deal, including debt and equity sources.
Different types of land development projects, such as entry-level housing and high-end custom homes, offer varying levels of risk and return.
Investors should consider their risk tolerance, investment horizon, and overall financial goals when deciding on the right investment for them.

Connect with Jerry Miller:

jerry@largogroup2011.com
largogroup2011.com
https://www.facebook.com/largogroup2011
https://www.instagram.com/jerrymillerrealestate/
https://www.linkedin.com/in/jerry-miller-948b7a17/

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Gino Barbaro, co-founder of Jake and Gino, shares his secrets for scaling multifamily investments and developing a successful real estate business. He emphasizes the importance of hard work, humility, and continuous learning. Gino discusses the market shifts and surprises he has experienced, including the impact of interest rates and inflation. He also highlights the significance of core values and a cadence of accountability in building a successful organization. Gino introduces his new program, Passive Investor Pro, which aims to educate passive investors on investing intelligently in real estate. He concludes by discussing the three pillars of real estate: market cycle, debt, and exit strategy.

Main Points:

Hard work, humility, and continuous learning are key to scaling multifamily investments and developing a successful real estate business.
Market shifts, such as changes in interest rates and inflation, can have a significant impact on real estate investments.
Having core values and a cadence of accountability is crucial for building a successful organization.
Passive investors should educate themselves on the framework of real estate investing to make informed decisions and mitigate risks.
The three pillars of real estate are market cycle, debt, and exit strategy.

Connect with Gino Barbaro:

gino@jakeandgino.com
https://jakeandgino.com/apply/
https://www.facebook.com/jakeandgino
https://www.instagram.com/jakeandgino/
https://www.linkedin.com/in/gino-barbaro-03973b4b

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Stewart Heath, a certified public accountant with over 20 years of experience in commercial real estate, discusses the importance of including real estate in every investor's portfolio. He highlights the stability and cash flow nature of real estate investments, emphasizing that it should be a core holding. Heath also discusses the potential shift in dominance from public markets to private placements in the future, driven by technology and the emergence of regulation A offerings. He explains that office buildings are not dead, but different subcategories of office spaces may experience varying levels of pain. Heath also shares his rules for investing in real estate, including the importance of location, making money on the buy, and risk mitigation.

Main Points:

Real estate should be a core holding in every investor's portfolio due to its stability and cash flow nature.
The dominance of public markets may shift to private placements in the future, driven by technology and the emergence of regulation A offerings.
Different subcategories of office spaces may experience varying levels of pain, but office buildings are not dead.
Investors should focus on location, make money on the buy, and prioritize risk mitigation when investing in real estate.

Connect With Stewart Heath:

stewart.heath@harvardgrace.com
https://www.facebook.com/stewartoheath
https://www.linkedin.com/in/stewartoheath/
https://harvardgracecapital.com/about/

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Lee Yoder, CEO of Threefold REI, shares his journey from physical therapist to apartment syndicator and the growth of his real estate portfolio. Over the past two years, Lee has acquired several apartment complexes and transitioned from third-party property management to in-house management. He discusses the challenges and rewards of this transition, including implementing property management software and managing employees. Lee emphasizes the importance of patience in the current real estate market and advises investors to focus on the long-term game. He also highlights the mission-focused approach of Threefold REI and the company's commitment to providing quality housing for residents.

Main Points:

Transitioning from third-party property management to in-house management can be challenging but can also lead to cost savings and greater control over the properties.
Implementing property management software requires a learning curve, but it allows for better financial management and streamlining of processes.
Hiring and managing employees can be rewarding but also comes with its own set of challenges, such as payroll, benefits, and team dynamics.
In the current real estate market, patience is key as prices remain high and interest rates are increasing. Opportunities may arise as distressed owners look to sell.
Real estate is a long-term game, and success comes from operating properties well and focusing on providing quality housing for residents.

Connect with Lee Yoder:

lee@threefoldrei.com
https://threefoldrei.com/
linkedin.com/in/lee-yoder-25793215a

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Chris Pomerleau, a successful real estate investor and founder of LeavenWealth , shares his journey and insights in the past two years. He discusses the importance of surrounding oneself with like-minded individuals and building a strong team. Chris emphasizes the benefits of passive investing in real estate, including the ability to generate long-term wealth and passive income. He highlights the four ways real estate investors can make money: cash flow, appreciation, depreciation, and equity paydown. Chris also explains the concept of infinite returns through refinancing and rolling money into new investments. He concludes by discussing the difference between direct syndication and fund investment.

Main Points:

Surround yourself with like-minded individuals and build a strong team to support your real estate investment journey.
Passive investing in real estate allows for long-term wealth creation and passive income.
Real estate investors can make money through cash flow, appreciation, depreciation, and equity paydown.
Infinite returns can be achieved through refinancing and rolling money into new investments.
Direct syndication and fund investment offer different approaches to real estate investing.

Connect with Chris Pomerleau:

chris@leavenwealth.com
https://www.linkedin.com/in/cashflowwithchris/
https://www.leavenwealth.com/

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SummaryDenis Shapiro discusses what to look for in an income fund and the risks of investing in private equities. He emphasizes the importance of understanding the safety and collateralization of the assets in an income fund and the track record of the fund manager. He also explains the difference between closed-ended funds and evergreen funds, highlighting the potential risks of evergreen funds. Shapiro advises using LinkedIn to educate oneself and learn the language of real estate investing before attending meetups. He also discusses the benefits of investment clubs and the misconceptions about real estate syndication and investing in affordable housing.

Main Points:

When investing in an income fund, it is important to understand the safety and collateralization of the assets and the track record of the fund manager.
Closed-ended funds have a set time period and money cannot go in and out, while evergreen funds allow for liquidity but can be risky.
Using LinkedIn to educate oneself and learn the language of real estate investing before attending meetups can be beneficial.
Investment clubs can provide opportunities for pooling resources and sharing knowledge.
There are misconceptions about the passive nature of real estate syndication and the tax benefits of commercial real estate investing.
Investing in affordable housing can provide a barrier of entry and a long-term exit plan.
Investing with partners who are operators rather than just capital raisers can lead to more active involvement and better decision-making.
Proper due diligence is crucial when investing in real estate syndication.

Connect with Denis Shapiro:

denis@sihcapitalgroup.com
@sihcapitalgroup8963
http://SIHCapitalGroup.com
https://www.linkedin.com/in/denisshapiro/
https://www.facebook.com/sihcapitalgroup

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In this episode, Allen Lomax interviews Darrin Peppard, an author, leadership coach, consultant, and speaker focused on organizational culture and growing emerging leaders. Darrin shares his journey from being a high school principal to becoming a leadership coach. They discuss the importance of finding passion in leadership, the pitfalls of constantly putting out fires, and the need for leaders to focus on what truly matters. Darrin offers virtual and in-person coaching, as well as team facilitation to help leaders gain clarity and achieve their goals. The key takeaway is that leaders must be clear about their values, be intentional in their actions, and communicate effectively to get everyone moving in the same direction.

Main Points:

Find passion in leadership to truly excel in your role.
Avoid constantly putting out fires and focus on what truly matters.
Be clear about your values and be intentional in your actions.
Effective communication is key to getting everyone moving in the same direction.
I am giving a free ebook to all listeners of the show by going to this link: https://walkinyourpurpose.roadtoawesome.net/ebook

Connect with Darrin Peppard:

darrinmpeppard@roadtoawesome.net
https://www.facebook.com/darrin.peppard
https://www.instagram.com/darrin_m_peppard/
https://www.linkedin.com/in/darrin-m-peppard-ed-d-29a7a147/
https://www.tiktok.com/@darrinmpeppard
https://twitter.com/DarrinMPeppard
https://www.youtube.com/channel/UCvSqwcmCOMCFGehJTUlmC3Q

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In this episode, Dr. Allen Lomax interviews Walter Johnson, an expert in mobile home park investing. They discuss why it's important to look in different directions when investing and why mobile home parks can be a lucrative investment opportunity. Walter shares his journey in real estate investing and how he transitioned from apartment buildings to mobile home parks. They also discuss the impact of recessions on different types of investments and the current state of the mobile home park market. Walter provides insights on finding deals, underwriting, and managing mobile home parks.

Main Points:

When everyone is looking in one direction, it's a good idea to look the other way to find investment opportunities that are not as crowded.
Mobile home parks can be a lucrative investment option, especially in secondary markets with higher home prices and some traffic.
Buying cash flow assets, like mobile home parks, can help investors survive recessions and maintain positive cash flow.
Direct mail campaigns can be an effective way to source mobile home park deals.
Having an onsite manager or a manager who lives in the park can be beneficial for managing smaller mobile home parks.
Money is not the key to happiness, but it can provide more options and autonomy in life.
Finding good people and giving them money can lead to positive outcomes, while giving money to bad people can lead to negative outcomes.

Connect With Walter Johnson:

walter@sonoscapital.com
https://www.sonoscapital.com
https://www.linkedin.com/in/walterjohnson2/

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In this episode, Allen Lomax interviews Kirill Bensonoff , the co-founder and CEO of New Silver, about the impact of AI on real estate investing. Kirill explains how New Silver uses technology and data to improve underwriting and origination processes in real estate investing. He also discusses the use of AI and blockchain in the industry. Kirill highlights the convenience and time-saving benefits of using AI tools like ChatGPT for passive investors. He also explains the basics of blockchain technology and its potential applications in real estate, such as speeding up settlement processes and fractionalization of property ownership.

Takeaways

New Silver uses technology and data to improve underwriting and origination processes in real estate investing.
AI tools like ChatGPT can save time and help passive investors find suitable investment opportunities.
Blockchain technology has the potential to speed up settlement processes and enable fractionalization of property ownership.
Blockchain can also eliminate the need for intermediaries like title insurance companies and reduce the risk of fraud.
The challenges in the fintech industry include market cyclicality, changes in work patterns, and uncertainties that affect technology development.

Connect With Kirill Bensonoff:

kirill@newsilver.com
https://newsilver.com/
https://www.facebook.com/newsilverlending
https://www.instagram.com/newsilverlending/
https://www.linkedin.com/company/new-silver/

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Travis Watts, an expert in passive real estate investing, discusses the economic outlook for multifamily in 2024. He explains that valuations have come down and prices are down, making it a good time to buy. He also predicts that interest rates will be cut over the next two years, creating a window of opportunity for investors. Travis emphasizes the importance of passive investments and the benefits of investing in real estate syndications. He also talks about the FIRE (Financial Independence Retire Early) movement and how real estate can be a key component of achieving financial independence.

Takeaways

Valuations have come down and prices are down in the multifamily market, making it a good time to buy.
Interest rates are expected to be cut over the next two years, creating a window of opportunity for investors.
Passive investments, such as real estate syndications, can provide cash flow and tax advantages.
The FIRE movement (Financial Independence Retire Early) can be achieved through investing in cash flow-producing assets like real estate
"Prices are down, rates are up. It's less affordable for the next buyer with a six or seven percent loan compared to a three or four percent loan."
"Big money is starting to enter the real estate space, signaling that it's time to jump back in."
"FIRE is an acronym for Financial Independence Retire Early. It's about hitting it hard when you're young and retiring early by investing in cash flow-producing assets."

connect with Travis Watts:

wattstjw@gmail.com
www.ashcroftcapital.com/travis
https://www.facebook.com/passiveinvestortips
https://www.instagram.com/passiveinvestortips
https://www.linkedin.com/in/traviswatts1234
https://www.youtube.com/@travwat

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In this episode, we dive into the world of real estate financing with Saurabh Shah, co-founder of InstaLend Corporation. Shah sheds light on how InstaLend is revolutionizing the financing landscape for real estate investors across the United States with their unique, efficient, and flexible lending solutions.

Key Highlights:

InstaLend’s Mission:

A private lender offering efficient short-term and long-term real estate financing.
Specializes in asset-based underwriting, financing up to 90% of the purchase price and 100% of rehab costs.

Unique Underwriting Approach:

Focuses on asset-based criteria rather than income verification.
Quick approval turnaround of 7 to 10 days.
Emphasis on a Debt Service Coverage Ratio (DSCR) of 1.1, providing an edge for investors facing high-interest institutional loans.

Diverse Loan Options:

Catering to various needs including fix and flips, new construction, rental, portfolio loans, and commercial properties.
Minimum loan amount set at $250,000.
Available to both US investors and foreign nationals.

Innovative Features:

Low minimum loans for single-family homes.
Direct access to appraisers and mobile technology for self-inspections.
Interest-only payments and no prepayment penalties.
Flexible terms with no seasoning requirements.
Refinancing options into 30-year mortgages for completed rehab projects.
Loans offering up to 90% reimbursement for all-cash property purchases.

Market Insights and Future Outlook:

Anticipation of increased market activity due to potential interest rate reductions and demand-supply imbalances.
Importance of customized underwriting criteria such as loan-to-cost or loan-to-value ratios.
Regulatory compliance and the challenge of operating in certain states like the Dakotas.

Conclusion:

Join us as Saurabh Shah provides valuable insights into InstaLend’s tailored financing solutions that empower real estate investors to achieve their investment goals. Discover how InstaLend’s innovative approach can help you navigate the complexities of real estate financing with ease and efficiency.

Call to Action:

Tune in to learn more about InstaLend’s flexible financing options.
Don’t miss the upcoming webinar for in-depth knowledge on real estate investing opportunities.

Connect with Saurabh Shah:

saurabh.shah@instalend.com
https://www.facebook.com/instalend
https://www.instagram.com/instalendcorp/
https://www.linkedin.com/company/instalend/
https://twitter.com/instalendcorp
https://www.youtube.com/@instalendcorp9405
http://www.instalend.com

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Episode Theme:This episode delves into the world of real estate investing with a special focus on cash-flowing properties for passive investors. Featuring insights from Charles Carillo, a seasoned expert in real estate syndication, the discussion emphasizes the stability and risk mitigation benefits of prioritizing cash flow over property appreciation.

Key Discussion Points:

Cash Flow vs. Appreciation:

Importance of cash flow for stability during market fluctuations.
Risk mitigation benefits, particularly for passive investors.

Challenges in Property Flipping:

Difficulties faced by flippers in repaying debt amidst market shifts.
The necessity of having multiple exit strategies, including the option to rent properties.

Multifamily Investments and Bridge Loans:

Risks associated with bridge loans in a high-interest rate environment.
Importance of assessing risks and reviewing property documents thoroughly.
Key considerations: loan types, cash flow, and long-term debt.

Financing Options:

Comparison of financing options, including loans that cover renovation costs.
Varied down payment requirements and the importance of working with experienced operators for non-fixed debt loans.

Investing in Real Estate Syndication:

Steps to get started including early relationship-building with sponsors and conducting due diligence.
Clarification of roles: General Partners (deal operators) and Limited Partners (passive investors).
Importance of being prepared for time-sensitive capital calls.

Foreign Investors:

Foreign investors need to obtain an ITIN, set up an LLC, and understand tax implications.
Discuss double taxation avoidance and compliance with US and home country tax laws.
Pros and cons of foreign investment in US real estate, including estate tax thresholds and FIRPTA withholding taxes.
Comparison of US real estate market liquidity and financing ease with other countries.

Vetting Syndicators:

It is essential to understand the experience and track record of syndicators.
Ensuring that those managing investments have a proven background.

Connect With Charles Carillo:

https://harborsidepartners.com/passive-real-estate-investing-guide/
charles@harborsidepartners.com
https://harborsidepartners.com/
https://www.facebook.com/CharlesKennethCarillo/
https://www.instagram.com/charleskcarillo
https://www.linkedin.com/in/charleskcarillo/
https://twitter.com/charleskcarillo
https://www.youtube.com/c/HarborsidePartners

Conclusion:

This episode is a comprehensive guide for passive investors looking to navigate the complexities of real estate investing with a focus on cash-flowing properties. Investors can achieve more stable and risk-mitigated returns by prioritizing cash flow and thoroughly vetting syndicators.

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Main Theme:In this episode, Dr. Allen Lomax dives into the evolving landscape of rental property management, especially for small property owners. The focus is on leveraging technology and transitioning from outdated self-management methods to more sophisticated systems and practices.

Guest:Dana Dunford, CEO of Hemlane

Key Discussion Points:

Self-Management Challenges:

Many small landlords are still managing properties using outdated methods, leading to inefficiencies and potential losses.

Transition to Syndicates and Institutional Investors:

Dana Dunford discusses the advantages of small landlords moving towards syndicates and institutional investment structures to optimize property management.

Time Valuation and Expertise:

Emphasizing the importance of valuing one’s time and becoming an expert in property management to maximize returns and minimize hassles.

Automation and Technology:

Exploring how technology can streamline property management tasks through automation, improving efficiency and convenience for both owners and tenants.
Digital disruption in real estate is predicted to bring immediate services and easy accessibility.

Human Involvement in Repairs:

While automation is beneficial, certain tasks like repair coordination still require a human touch to ensure quality and responsiveness.

Virtual Assistants for Property Management:

Introduction of a service offering virtual assistants to provide transparency and control for property owners, covering aspects such as accounting, repair coordination, and leasing services.

Comprehensive Property Management System:

Description of a robust property management system with features including maintenance scheduling, tenant communication, and financial tracking.
The system offers a free trial for landlords, enabling them to manage tasks like advertising, background checks, and maintenance requests effectively.

Takeaway:This episode underscores the necessity for small landlords to embrace technology and professional management practices to enhance efficiency, improve tenant relations, and ultimately increase profitability. Adapting to modern methods can lead to significant benefits, from streamlined operations to greater transparency and control.

Connect with Dana Dunford:

dana@hemlane.com
http://www.hemlane.com
Try for Free and mention this episode for 20% off our Complete package
https://www.facebook.com/hemlane
https://www.instagram.com/hemlane
https://www.linkedin.com/in/danahdunford
https://youtube.com/@hemlane3414

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In this insightful episode of Real Estate Investing Abundance, Dr. Allen Lomax interviews Mitchell England, a successful real estate investor, who shares his remarkable journey and strategic insights on scaling to 100 units. Here are the key takeaways from the episode:

**Key Themes:

Journey to 100 Units:**

Mitchell England delves into his real estate journey, detailing his path from starting from scratch to achieving significant growth.
His new book, “0 to 100 Units,” serves as a comprehensive guide for aspiring investors.

Importance of Taking Action:

Emphasizes the necessity of moving beyond analysis paralysis and taking decisive action.
Advocates starting small, such as investing in a duplex, to build confidence and gain practical experience.

Transition to Commercial Properties:

Discusses the advantages of transitioning from single-family homes to commercial properties for better control over wealth through forced appreciation.
Recommends beginning with 5-unit properties to grasp the dynamics of commercial real estate and key financial formulas.

Reclaiming Time for Health and Relationships:

Shares his personal transition from traditional real estate roles to full-time investing, allowing for more family time and improved health.
Stresses the importance of achieving financial independence and designing a fulfilling lifestyle.

Raising Capital:

Talks about the journey of raising capital, highlighting the importance of consistency and building strong relationships with investors.
Focuses on educating investors about the superior opportunities available in real estate.

Overcoming Setbacks:

Shares personal experiences of setbacks, including being medically disqualified from the Navy.
Highlights the importance of quickly pivoting and adapting after failures.

Mitchell’s journey and practical advice provide valuable insights for both novice and seasoned investors, emphasizing the importance of action, continuous learning, and resilience in the world of real estate investing.

Connect with Mitchell England:

mitchell@cadiacapitalgroup.com
@therealmitchellengland
www.zeroto100tribe.com
http://www.cadiacapitalgroup.com

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Main Theme:This episode dives into the intriguing world of self-directed retirement accounts, particularly focusing on self-directed IRAs and their pivotal role in real estate investment. We unravel the complexities and opportunities these accounts offer, providing listeners with expert insights from Kaaren Hall, owner of Udirect IRA Services.

Key Discussion Points:

Introduction to Self-Directed IRAs:
- Contrary to popular belief, self-directed IRAs have been around for approximately 50 years.
- Despite their longevity, these accounts remain relatively obscure due to minimal marketing compared to larger brokerage firms.
Investment Flexibility:
- Self-directed IRAs allow investments in alternative assets like real estate, private equity, and cryptocurrencies.
- Emphasis on reinvesting proceeds within the IRA to build wealth and avoid tax penalties.
Importance of Preservation:
- Highlighting the significance of keeping funds within retirement accounts to avoid substantial fees and penalties from early withdrawals.
- Differentiation between individual and employer-sponsored plans, including SEP IRAs, traditional and Roth IRAs, and solo 401(k)s.
Due Diligence:
- Essential steps to prevent fraud when investing in self-directed assets.
- Advising thorough checks for licensing and property ownership.
Legislative Changes:
- Overview of changes brought by the Secure Act 2.0, signed into law in December 2022.
- Discussing increased contribution limits, adjusted catch-up contributions, and new required minimum distributions (RMDs) age requirements.
- Introduction of a strategy for transferring long-held 529 account funds tax-free to a Roth IRA.
Expert Insights:
- Kaaren Hall shares her expertise on investment strategies.
- Promotion of an upcoming webinar focused on real estate investing.
Philanthropy Spotlight:
- Mention of Steedtalker Capital’s philanthropic efforts towards horse treatment.

Conclusion:Join us for an enlightening discussion with Kaaren Hall, where we explore the underutilized yet highly beneficial self-directed IRAs. Learn how to diversify your investment portfolio, navigate legislative changes, and employ effective strategies to build a robust retirement fund through real estate and other alternative assets.

Connect with Kaaren Hall:

khall@udirectira.com
https://www.facebook.com/uDirectIRA
https://www.instagram.com/udirectiraservices/
https://www.linkedin.com/company/851967
https://twitter.com/uDirectIRA
https://www.youtube.com/c/uDirectIRA
https://udirectira.com/

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Guest Spotlight: In this episode, we are joined by the esteemed Jose Berlanga, a seasoned entrepreneur and real estate developer with an impressive career spanning over 35 years. Jose has not only built around 2,000 homes but has also facilitated transactions worth over a billion dollars.

Jose Berlanga’s Journey: Jose shares the intriguing story of his unexpected foray into the home-building industry. His entrepreneurial spirit and keen insight have led him to write books on real estate and entrepreneurship, making his wisdom accessible to a broader audience.

Challenges in Real Estate Development: The conversation dives deep into the complexities and long-term commitments inherent in the construction business. Jose highlights the intricate details and the demanding nature of managing multiple projects simultaneously.

Key Takeaways:

Unexpected Paths: Sometimes, the most rewarding careers come from unplanned opportunities.
Commitment and Complexity: Real estate development requires a significant commitment and understanding of its multifaceted challenges.
Long-Term Involvement: Once engaged in the construction business, transitioning out can be difficult due to the ongoing nature of projects and investments.

Conclusion: This episode provides invaluable insights for anyone interested in the intricacies of real estate development. Whether you’re a seasoned investor or just starting out, Jose Berlanga’s experiences offer a comprehensive look at what it takes to succeed in this challenging field.

Tune in to gain a deeper understanding of the real estate development landscape and how to navigate its complexities from a true industry veteran.

Connect with Jose Berlanga:

jb@triconhomes.com
The Business of Home Building
http://joseberlanga.com

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Episode Highlights:

Guest Introduction: Meet Brian Boyd, a seasoned real estate investor and tax expert who shares invaluable insights into the world of real estate investing and tax optimization.
Understanding Tax Advantages:
- Depreciation Deductions: Learn how to utilize depreciation to reduce taxable income from your real estate investments.
- Cost Segregation Studies: Discover how these studies can accelerate depreciation schedules and increase cash flow.
- Bonus Depreciation: Gain insights into Sections 179 and 168(k) of the tax code, allowing investors to deduct a large percentage of an asset’s cost upfront.
Leveraging 1031 Exchanges:
- Reinvesting Profits: Explore how 1031 exchanges enable investors to defer capital gains taxes and reinvest profits into new properties, fostering further development and wealth accumulation.
Long-Term Wealth Building:
- Strategic Planning: Understand why a deep knowledge of the tax code and strategic financial planning are crucial for seeing significant results over at least five years.
- Mindset Shift: Learn how adopting a mindset that prioritizes financial education and passive income can lead to real estate investment success.
Approach of the Wealthy:
- Asset Focus: Hear how wealthy individuals prioritize financial stability through real estate investments rather than lavish spending.
- Success Stories: Be inspired by anecdotes of successful investors, including a Navy veteran who scaled from house hacking to owning hundreds of properties.
Tax-Related Challenges:
- Common Pitfalls: Brian shares stories of tax evasion and undercapitalization issues, highlighting the critical importance of handling taxes correctly.
- Legal Battles: Understand the severe consequences of mishandling taxes and how to avoid these pitfalls.
Managing IRS Matters:
- Practical Tips: Get practical advice on staying on the right side of the IRS and managing your tax obligations efficiently.

Tune in to gain expert knowledge on leveraging tax advantages for real estate success and transforming your financial future through strategic investments.

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Main Theme:

This episode delves into the lucrative world of Flex Industrial real estate, particularly focusing on the revitalization of secondary properties in the Southeast United States. Grant Reaves, managing director of Stoic Equity Partners, shares insights on how his firm capitalizes on high construction costs and demographic shifts to transform legacy properties into profitable investments.

Key Discussion Points:

Revitalizing Secondary Properties:
- Targeting markets like Birmingham, South Alabama, and Jackson, Mississippi.
- Opportunities arise from retiring legacy property owners.
- Profiting from areas with population growth and new business influx.
Flexibility and Market Demand:
- Creating adaptable spaces for diverse business needs, from online boutiques to life science companies.
- Enhancing the visual appeal and balance of industrial spaces to attract tenants.
Commercial Real Estate Insights:
- Explanation of triple net leases.
- Distinctions between self-storage and flex industrial spaces.
- Investment strategies tailored to current market conditions.
Industry Trends:
- Institutionalization of the self-storage industry.
- Emerging trends in the flex industrial sector.
Practical Advice:
- Importance of engaging with local brokers to understand market dynamics.
- Strategic location choices for property investments.
- Transitioning from brokerage to property ownership as a pathway to long-term wealth building.

Connect with Grant Reaves:

greaves@stoicep.com
https://www.linkedin.com/in/grant-reaves-69876163/
https://twitter.com/reaves_grant
http://www.stoicep.com

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Real Estate Investing Abundance - Episode Highlights: Solo 401(k) Plans with Dmitriy Fomichenko

Main Theme: Exploring the Advantages and Mechanics of Solo 401(k) Plans for Self-Employed Individuals

Episode Overview:

Host: Dr. Allen Lomax
Guest Expert: Dmitriy Fomichenko
Focus: Solo 401(k) Plans tailored for self-employed individuals and small business owners without full-time employees.

Key Points Discussed:

High Contribution Limits and Spousal Participation:
- Solo 401(k) plans allow for higher contribution limits compared to traditional 401(k) plans.
- Spouses can also participate, further increasing the potential contributions.
Investment Flexibility:
- Unlike traditional 401(k) plans restricted to mutual funds and stocks by custodians like Vanguard and Fidelity, solo 401(k)s permit investments in alternative assets.
- Options include promissory notes and real estate.
Transitioning to Traditional 401(k) Plans:
- Guidance on transitioning from a solo 401(k) to a traditional plan if the business grows to require full-time employees.
Tax Benefits:
- Solo 401(k)s offer substantial tax sheltering, potentially lowering the investor’s tax bracket.
Rolling Over Retirement Funds:
- Flexibility to roll over funds from various retirement plans into a solo 401(k).
Investment Restrictions:
- Adherence to IRS rules against investing in collectibles and transactions with disqualified persons.
- Importance of compliance likened to following traffic laws for safety.
Checkbook Control:
- Concept of checkbook control, granting greater control and flexibility over retirement accounts without custodial intervention.

Resources and Further Learning:

Website and Social Media: Promoted as valuable resources for building significant retirement savings.
Goals: Aim to help 10,000 people achieve seven-figure retirement accounts within the next 20 years.
https://www.sensefinancial.com/ira-makeover/
dmitriy@sensefinancial.com
https://www.facebook.com/dfomichenko
https://www.instagram.com/dmitriyfomichenko/
https://www.linkedin.com/in/dfomichenko/
https://twitter.com/dfomichenko
https://www.youtube.com/@Sensefinancial

Tune in to gain insights on optimizing your retirement savings with solo 401(k) plans, and discover the benefits of enhanced investment flexibility and significant tax advantages.

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Episode Theme:

In this episode, we dive deep into the specialized real estate strategies of Urban Pacific Group of Companies, led by Scott Choppin. Our focus is on their innovative approach to developing workforce and multi-generational housing in California. We discuss how the company successfully bridges the gap between luxury and subsidized housing, navigating through the challenges of rent controls and zoning regulations.

Key Highlights:

Company Overview:
- Urban Pacific Group specializes in 5-bedroom, 4-bathroom townhouses tailored for workforce and multi-generational living.
- The company has thrived for over two decades, making strategic decisions to avoid political controversies.
Market Comparison:
- A comparison of real estate investment climates between California and Texas, emphasizing the difficulties faced by landlords in California due to stringent rent control laws and eviction processes.
- Examination of the Costa Hawkins law and strategies to mitigate rent control risks in new construction projects.
Expansion Efforts:
- Current development of nearly 500 units in San Bernardino, Riverside, and Lynn Empire.
- Future plans to develop 500 to 1000 units annually in Southern California, focusing on Ventura, Santa Barbara, Contra Costa, and Alameda Counties.
Economic Factors:
- Impact of cap rates and interest rates on the global housing market.
- Trends in California’s rental market showing a flattening rather than a sharp decline, amidst a national decline in multifamily construction.
Population and Demand:
- The significance of workforce housing in sustaining demand amid population shifts in California.
- The success of multi-generational housing relying on multiple earners within a family unit.
Economic Sharing Model:
- Discussion on how families pool incomes and expenses to afford better amenities, emphasizing family connections.
- The dynamics of income sources in multi-generational households, particularly among Hispanic demographics, including retirement income and entrepreneurship.
Tenant Selection:
- Importance of intuitive tenant selection processes, with adjustments based on individual cases.
Additional Resources:
- Mention of a newsletter on real estate investments and workforce housing.
- Information about an upcoming webinar on diversification in real estate investing.
Support for Financial Independence:
- Acknowledgment of Steve Tucker Capital for supporting financial independence through passive real estate investments and equine welfare.

Connect with Scott Choppin:

choppin@urbanpacific.com
https://www.linkedin.com/in/scottchoppin/
https://www.urbanpacific.com/

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Main Theme:Exploring the niche of probate real estate investing, guided by Sharon Vornholt’s expert insights and experiences.

Summary:

In this compelling episode of “Real Estate Investing Abundance,” we delve into the world of probate real estate with veteran investor Sharon Vornholt. Sharon shares her inspiring journey from a career in the medical field to establishing a successful home inspection company, and ultimately, transitioning into the realm of real estate investing. A pivotal moment at a Real Estate Investors Association meeting set her on the path to specialize in probate properties, a niche she has mastered since 2008.

**Key Takeaways:

Understanding Probate Real Estate:**

Probate is the legal process of asset distribution when estate planning is absent, requiring court-appointed decision-makers.
Sharon emphasizes the importance of mastering local probate processes before expanding investments to other regions.

The Power of Probate Properties:

Minimal competition in the probate market since 2008.
Continuous opportunities due to the natural cycles of life and the aging baby boomer generation, creating a robust market for real estate agents.

Effective Marketing Strategies:

Developing a strong marketing plan is essential.
Effective methods include direct mail campaigns, lead generation websites, networking, and active participation in investor meetings.

Building Relationships with Sellers:

Success hinges on building personal relationships with sellers.
Show sensitivity and genuine interest in their situations.
Utilize multiple marketing methods and address sellers’ concerns with tailored solutions.
Maintain rapport through personalized touches such as thank you notes and videos.

Biography of Sharon:

Sharon Vornholt is the founder of Innovative Property Solutions. She brings a wealth of knowledge and experience in probate real estate investing, offering invaluable insights for both novice and seasoned investors.

Connect with Sharon:

sharon.vornholt@gmail.com
https://probateinvestingsimplified.com
sharon@sharonvornholt.com
https://www.instagram.com/sharonvornholt/
https://www.linkedin.com/in/sharon.vornholt
https://www.twitter.com/svornholt
https://www.youtube.com/user/SharonsRealEstate
https://louisvillegalsrealestateblog.com

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Episode Overview:In this episode, we delve into the compelling reasons why real estate investors should consider becoming guests on podcasts. We discuss how podcast guest appearances can significantly benefit investors by enhancing their personal brand, establishing credibility in their field, expanding their professional networks, and boosting their online presence through SEO improvements, particularly via episode recaps and backlinks.

Key Themes and Takeaways:

Building Personal Brands:
- How podcast guesting can elevate your personal brand and position you as a thought leader in the real estate industry.
Establishing Credibility:
- The role of podcast appearances in showcasing your expertise and establishing trust with potential clients and partners.
Expanding Networks:
- Insights into how podcasting opens doors to new networking opportunities and connects you with a wider audience.
SEO Benefits:
- The impact of backlinks from podcast episodes on improving your website’s SEO.
- Utilizing episode recaps to enhance online visibility.
Starting a Podcasting Journey:
- Exploring various real estate investment niches through podcasting.
- The importance of consistent guest appearances to generate quality leads over time.
Effective Storytelling and Audience Value:
- Techniques for crafting compelling stories that resonate with podcast audiences.
- Providing actionable value and insights to listeners.
Staying Organized:
- Tips for tracking podcast interviews to maximize their effectiveness and ROI.
Lead Tracking Strategies:
- Creating specific landing pages for podcast listeners.
- Using tracking software to monitor leads and measure the success of podcast appearances.
Promoting Podcast Appearances:
- Best practices for promoting your guest spots to maximize marketing opportunities and reach.
Diversifying Marketing Efforts:
- The importance of not relying solely on podcast guesting and incorporating a variety of marketing strategies.
- Understanding that results from podcasting may take time and the necessity of patience.
Starting Your Own Podcast:
- The benefits for both beginners and seasoned real estate professionals.
- Emphasizing the need for consistency to achieve long-term success.
Preparation Tips:
- Personal anecdotes and tips on how to prepare for a podcast appearance.
- The importance of thorough research and practice before going on air.

Conclusion:Tune in to learn how you can leverage the power of podcasting to grow your real estate investment business, enhance your personal brand, and build lasting professional relationships. Whether you’re new to the podcasting world or looking to refine your approach, this episode offers valuable insights and practical tips to help you succeed.

Call to Action:Don’t miss out on the opportunity to amplify your real estate investment journey through the world of podcasting. Subscribe to our podcast for more expert advice and stay updated with the latest trends in real estate marketing!

Connect to Trevor Oldham:

trevor@podcastingyou.com
https://podcastingyou.com/
https://www.instagram.com/trevoroldham/
https://www.linkedin.com/in/trevorjoldham/
https://podcastingyou.com/realestateinvestor

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Main Theme: Exploring Creative Finance and Real Estate Investment Strategies

Episode Highlights:

Ken Sheppard’s Multifaceted Career:
- Transition from entertainment industry and Wall Street to real estate.
- Leading Creative Flips Incorporated with a focus on unconventional deals across various sectors, including technology, green energy, healthcare, and professional sports.
Key Projects and Initiatives:
- Involvement in a financing project with Steven Spielberg.
- Negotiating a $10 billion municipal bond-backed deal for urban revitalization.
Principles of Integrity and Growth:
- Emphasis on building honest relationships and identifying growth opportunities in the current market.
- Importance of partnerships with capital-rich individuals and strategic contractual deals.
Insights from Sheppard’s Radio Show:
- Strategies for making money in real estate without personal investment.
- Key investment criteria: prime location, compelling stories, and achieving a 40% margin post-repairs.
- Importance of capital availability and quality investment opportunities.
Regulatory Compliance and Due Diligence:
- Avoiding industries with regulatory challenges such as marijuana and pornography.
- Stressing the need for compliance with government guidelines to prevent investment issues.
Market Trends and Economic Conditions:
- Monitoring industry leaders like BlackRock and Blackstone for market trends.
- Addressing the impact of rising interest rates on real estate investments and loan rates.
- Challenges faced by smaller investors due to competition from larger equity firms, and the potential in mid-sized acquisitions.
Creative Financing Techniques:
- Utilizing collateral instead of upfront cash for financing deals.
- Leveraging others’ assets and capital for investment opportunities.
Advice for Aspiring Investors:
- Entry strategies into creative financing and venture capital orchestration.
- Tips for efficient meeting scheduling and maximizing productivity.
Educational Resources and Contributions:
- Promotion of an upcoming webinar on real estate investing.
- Highlighting Steed Talker Capital’s contributions to equine welfare.

Join us as Ken Sheppard shares his expertise and experiences, providing valuable insights into creative finance and real estate investment. This episode is a treasure trove of knowledge for both seasoned investors and those new to the field, emphasizing the importance of integrity, strategic partnerships, and innovative financing solutions.

Connect With Ken:

https://www.linkedin.com/in/kensheppard51/
fci@pacbell.net

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Main Theme:

In this insightful episode of “Real Estate Investing Abundance,” we sit down with Bob Brown, a seasoned foundation repair expert who has seamlessly transitioned into the world of real estate investing. Bob shares his fascinating journey, starting from his early days in concrete repairs to becoming a leading authority in foundation repair and a successful real estate investor.

Key Discussion Points:
Bob Brown’s Journey:

Transition from concrete repairs to specializing in foundation repair.
Evolution into a real estate investor focusing on buying and holding rental properties.
A unique case study of converting an unconventional property into a rental home.

Foundation Repair Insights:

Differentiating roles: Foundation repair contractors vs. engineers.

Contractors: Sales-oriented, lacking in-depth engineering expertise.
Engineers: Conduct thorough inspections with advanced tools and detailed analyses.

Importance of comprehensive foundation inspections for homeowners and investors.

Highlighting 17 key inspection aspects, including floor level surveys and topo maps.

Identifying Foundation Issues:

Recognizing patterns in foundation problems like cracks in floors and misaligned doors/windows.
Considering factors beyond the settlement, such as expansive clays and soil heave.
Solutions for older homes, including options like compaction grouting for rock foundations.

Expert Involvement and Financial Considerations:

Importance of consulting experts to make informed foundation repair decisions.
Cost-saving benefits of expert advice versus free contractor inspections.
Objective measures of foundation performance and the role of geotechnical engineers.
Navigating insurance coverage and earth movement exclusions with forensic engineers.

Resources and Recommendations:

Bob Brown’s book, “Foundation Repair Secrets,” offers deeper insights into foundation repair.
Connecting with Bob Brown on social media for ongoing advice and tips.
Promotional segment for an upcoming real estate investing webinar by Steed Talker Capital.

Tune in to gain valuable knowledge from Bob Brown’s extensive experience in both foundation repair and real estate investing, and learn how to apply these insights to your own investment strategies.

Connect with RK Bob Brown:

bob@tengsol.com
https://www.facebook.com/profile.php?id=100091242556277
https://www.instagram.com/rkbobbrown
https://www.linkedin.com/in/bobbrownazrm/
foundationrepairsecrets.com
https://x.com/RK_BobBrown

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Main Theme:

In this insightful episode, Dr. Allen Lomax is joined by Tim Hubbard, an international real estate investor with a specialty in short-term rentals. The discussion centers around transitioning from long-term to short-term rentals, leveraging technology for efficient property management, and employing data-driven strategies to maximize profitability in the ever-evolving short-term rental market.

Key Points Covered:

Transition from Long-term to Short-term Rentals:
- Tim Hubbard explains the higher profitability potential of short-term rentals compared to traditional long-term leases.
- He shares his journey and experiences managing properties virtually across multiple countries and cities.
Technological Tools for Efficient Management:
- Utilization of digital locks, cameras, property management software, and dynamic pricing tools to streamline operations.
- Emphasis on effective communication using platforms like Slack and Breezeway to coordinate between virtual and ground teams.
Operational Efficiency and Team Management:
- Importance of having a dedicated manager for housekeeping and maintenance, with regular inspections to ensure quality and minimize turnover costs.
- Payment structure for housekeepers based on units cleaned and the use of translation tools to overcome language barriers in international management.
Strategic Partnerships and Hiring:
- Collaboration with partners to share responsibilities and offer discounted fees for established contacts.
- Recruitment focus on virtual teams with industry experience, particularly those with previous Airbnb call center backgrounds, and providing extensive training programs.
Data-Driven Investment Decisions:
- Use of data analytics tools like AirDNA.co and Price Labs to evaluate short-term rental markets.
- Making informed investment decisions based on numerical analysis rather than emotions, analyzing top-performing properties’ amenities, and understanding market trends.
Market Trends and Challenges:
- Discussion on the impact of inflation and interest rates on purchasing opportunities.
- Potential drawbacks such as market oversupply and legal challenges due to changing rental regulations in various cities.
- Emphasis on ensuring legality before making investments to avoid legal pitfalls.

Takeaways:Listeners will gain valuable insights into the profitability of short-term rentals, learn about the latest technology and tools for efficient property management, and understand the importance of data-driven decision-making. Tim Hubbard’s practical advice on managing international properties and overcoming market challenges makes this episode a must-listen for both new and seasoned real estate investors.

Connect with Tim Hubbard:

tim@midtownstays.com
https://www.facebook.com/restmethods
https://www.instagram.com/restmethods/
https://www.linkedin.com/in/midtownstays/
http://www.midtownstays.com

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Episode Overview: In this enlightening episode, we sit down with Dan Erb, the managing partner at EM Capital, who shares his inspiring journey from the world of investment banking to becoming a successful real estate investor. The episode delves into Dan’s strategic approach to real estate investing, focusing on the persistent undersupply of single-family homes since the Great Financial Crisis and how this has shaped his investment methodology.

Main Themes:

Transition to Real Estate Investing:
- Dan recounts his career shift from investment banking to real estate investing.
- The structural undersupply of single-family homes post-Great Financial Crisis and its implications.
Investment Strategies:
- Dan’s focus is on analyzing housing market trends.
- His initial challenges as an out-of-state investor in Indianapolis and how aligning incentives with local brokers and property managers led to improved outcomes.
- The application of private equity principles in real estate and the benefits of offering equity incentives.
Out-of-State Property Investments:
- The importance of having a local operating partner who doubles as a broker and property manager.
- This strategy helps acquire properties below appraised value and ensures strong cash flow.
Market Dynamics:
- Discussion on inflationary pressures in the US housing market.
- The increasing demand for single-family homes is driven by millennials reaching homeownership age.
Affordability and Feasible Markets:
- Challenges faced by millennials in coastal cities.
- Exploration of more affordable markets like Indianapolis, Birmingham, and Chattanooga, highlighting their strong job opportunities, healthcare, academia industries, and lifestyle benefits.
- Dan plans to expand into additional markets such as Huntsville, Knoxville, and Greenville.
Industry Insights:
- Coverage of the NAR settlement involving antitrust issues with National Real Estate Brokerages.
- Potential impacts of this settlement on fee arrangements, transaction costs, and market liquidity.

Connect With Dan Erb:

http://emcapllc.co
linkedin.com/in/danielpatrickerb
dan@emcapllc.co

Tune in to gain valuable insights from Dan Erb’s expertise and discover how you can navigate and thrive in the ever-evolving real estate market.

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Main Theme: Exploring the Potential and Growth of Small Bay Flex Industrial Real Estate

In this episode of the Real Estate Investing Abundance podcast, we dive into the promising realm of small bay flex industrial real estate with industry expert Cody Payne, Senior Vice President of Colliers International. With over 19 years of experience and a portfolio boasting more than 500 commercial real estate transactions, Payne brings a wealth of knowledge to the table.

Key Discussion Points:

Versatility and Investor Interest:
- Small bay flex spaces are becoming increasingly popular due to their adaptability and ability to cater to a wide range of tenant needs.
- How economic shifts, COVID-19, and inflation have spotlighted these versatile spaces.
Tenant Diversity and Retention:
- Small bay flex spaces, ranging from 800 to 15,000 square feet, attract diverse tenants such as general contractors and service-oriented businesses.
- Benefits include lower turnover expenses, high tenant retention, and robust leasing prospects.
Tailored Warehousing for Subcontractors:
- Insights into warehouses designed for subcontractors and construction needs, especially in high-growth states like Texas.
- Discussion on investment aspects like development, renovation, and strategic location choices between urban and remote areas.
Evolution of Multi-Use Spaces:
- Transformation of traditional warehouses into multi-use spaces, including office areas and showrooms.
- Maintaining strong pricing and cap rates despite market fluctuations driven by small business demand.
Zoning Regulations and Strategic Building:
- Integration of various types of spaces within one site and the benefits of building in less restrictive county areas versus cities.
- Examples of regional growth, such as in Princeton, Texas, and addressing challenges like traffic congestion.
Institutional Investment and Market Dynamics:
- The rise of flex spaces parallels the institutionalization of the self-storage industry.
- Increasing institutional investment leads to higher prices per square foot while leasing rates remain stable.
Collaborative Real Estate Investing:
- A strong, expert team is important for successful real estate investments.
- Payne’s personal insights on the value of collaboration and expert support.

Join us for an insightful discussion that will illuminate the evolving landscape of small bay flex industrial real estate and its burgeoning potential in today’s market.

Connect with Cody Payne:

cody.payne@colliers.com
https://www.instagram.com/txofficeindustrial/
https://www.linkedin.com/in/codypayne/
https://twitter.com/tx_investments
http://www.flexbusinessparks.com

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In this episode, we dive into the inspiring journey of Clint Harris, a former medical sales professional who transitioned into a successful real estate investor. Clint shares how he built a diverse and profitable real estate portfolio, beginning with single-family homes and progressing to multifamily properties, Airbnb rentals, and ultimately, self-storage investments.

Main Themes:

Transition from Traditional Careers to Real Estate:
- Clint’s shift from medical sales to real estate investment.
- The initial focus on single-family homes and multifamily properties.
Diversification and Scaling Challenges:
- Expansion into Airbnb rentals and the eventual move to self-storage investments.
- Overcoming the challenges of scaling in the real estate sector.
- Importance of networking and seeking advice from experienced investors.
Investment Strategies and Passive Income:
- Exploration of various investment strategies including hard money lending, note lending, and mobile home parks.
- The appeal of self-storage units for passive income and reduced time commitment.
- Specific examples such as converting Kmart buildings into self-storage facilities.
Value of Syndication:
- Advocacy for syndication to combine capital with expertise.
- Opportunities for high-income individuals to invest in self-storage, RV parks, vineyards, or apartment complexes through seasoned operators.
Financial Education and Wealth Building:
- Importance of financial education and building wealth through investments like self-directed retirement accounts.
- Leveraging opportunities such as self-storage syndication for stable returns.
Repurposing Retail Buildings:
- Cost-efficient strategy of converting old retail buildings into self-storage facilities.
- Long-term ownership and continuous passive income without selling the asset.
Market Trends and Demand:
- Increasing demand for self-storage, particularly among millennials.
- Ongoing returns and stability of self-storage as a valuable asset class.

Guest Information: Clint Harris represents Nomad Capital and shares his expertise and insights on building a stable and diverse real estate portfolio aimed at achieving financial independence.

Key Takeaways:

Real estate investment offers a path to passive income and financial independence.
Diversification and scaling are essential but challenging aspects of real estate investing.
Networking and advice from experienced investors can significantly impact success.
Self-storage units present a lucrative opportunity with less time commitment compared to traditional rentals.
Syndication allows investors to pool resources and benefit from experienced operators.
Repurposing old retail buildings into self-storage facilities is a smart, cost-effective strategy.

Call to Action:

Consider exploring self-storage investments and other diversified real estate opportunities.
Educate yourself on various investment strategies and syndication options.
Network with experienced investors to gain valuable insights and advice.

Connect with Clint Harris:

clint@nomadcapital.us
http://www.linkedin.com/in/clint-harris-543265139
https://www.youtube.com/channel/UCe0F1abrRXQX2KpSl5qEnoA
https://nomadcapital.us/team/

Join us for this insightful conversation with Clint Harris as he shares his journey and valuable tips for achieving financial independence through real estate investing.

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Welcome to another insightful episode of “Real Estate Investing Abundance,” hosted by Dr. Allen Lomax. Today, we had the pleasure of speaking with Todd Pigott, the visionary principal behind Zinc Financial, who shared his transformative journey from a background in facilities maintenance to becoming a pivotal figure in the real estate lending industry.

Main Themes:

Journey and Transformation: Todd Pigott’s remarkable transition following a significant personal accident. How this life-changing event led him from rehabbing properties to founding Zinc Financial, with a focus on providing loans for the fix-and-flip market.
Zinc Financial’s Ecosystem: An in-depth look into the three arms of Zinc Financial: Zinc Realty, Zinc Income Fund, and Zinc Financial itself. Each entity plays a crucial role in supporting real estate investors through different facets of investment and loan processes.
The Success of Zinc Income Fund: Pigott shares insights into the success of the Zinc Income Fund, designed for accredited investors looking for passive real estate investment opportunities. He delves into the fund’s approach to offering consistent yields and its emphasis on community and mutual benefit.
Community, Profit, and Personal Values: The significance of community, maintaining healthy profit margins, and the influence of family and faith in Todd’s business philosophy.
Real Estate Legalities and Strategies: A discussion on the legal frameworks and strategic approaches to real estate investment that aim for high returns, mutual benefits, and consistent yields.
Investment Opportunity: Highlighting an investment opportunity yielding 9.5%, with an emphasis on its favorable tax treatment and the security provided by first position liens on residential properties.
Efficiency of Private Lending vs. Traditional Banking: The advantages of private lending in the real estate sector, especially for investors focusing on distressed properties, including quicker loan processing and funding times.
Real Estate vs. Stock Investments: Pigott’s analysis on why real estate investments are superior to stocks, citing stability, control, tangible assets, and historical yields as major factors.
Skepticism Towards Mutual Funds: A critical view on mutual funds and the advocacy for real estate as a secure, stable investment option, especially appealing for IRA holders due to its consistent returns and tangible security.

Todd Pigott’s journey is not just a story of personal and professional growth but also a testament to the resilience and opportunities within the real estate investment sector. His emphasis on community, profit, and the importance of family and faith resonate deeply, offering valuable insights for anyone looking to navigate the complexities of real estate investing. Whether you’re an experienced investor or just starting, this episode is packed with strategic advice, market insights, and inspirational stories from the front lines of real estate lending.

Thank you for tuning in, and don’t forget to subscribe for more episodes filled with the wisdom of real estate investment luminaries like Todd Pigott.

Connect with Todd Pigott:

todd.p@zinc.net
https://www.facebook.com/ZINCIncomeFund/
https://www.linkedin.com/company/zinc-income-fund/
http://zincinvesting.com

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In this enlightening episode, we delve into the remarkable journey of Josh Patrick, a serial entrepreneur who brings a wealth of knowledge from his latest venture, “Real Estate Investing in Abundance.” Josh shares invaluable insights and lessons learned from his diverse experiences, guiding us through the essentials of achieving sustainable business success.

Main Themes Explored:

Mentorship and Wisdom: Josh emphasizes the transformative power of mentorship, advocating for the mutual exchange of knowledge between young professionals and seasoned experts. Discover why mentorship is a cornerstone of growth and how it can help navigate the complex business landscape.
Values and Leadership: Learn about the critical importance of aligning personal and business values, and how clear communication and effective delegation through the EIA (expect, inspect, accept) formula can lead to outstanding leadership and management.
Overcoming Business Challenges: From facing near bankruptcy due to early arrogance and lack of knowledge to navigating through crises like embezzlement and a salmonella outbreak, Josh shares his approach to overcoming adversity with resilience and strategic thinking.
Strategic Pricing for Profit: Dive into the Financial Freedom Accelerator program, where Josh outlines how strategic pricing and distinguishing between marketing and selling can significantly enhance profitability and ensure long-term business success.
Integrating Marketing and Sales: Discover the importance of proactive customer engagement and how integrating marketing and sales strategies, similar to HubSpot’s outbound approach, can drive your business forward.
Personal Resilience: Through personal stories, including his battle with cancer, Josh illustrates the power of scenario planning, transparent communication, and resilience, offering a deeply personal perspective on overcoming life and business challenges.
Giving Back: Beyond business success, learn about Josh’s venture, Seedhocker Capital, and its focus on equine-related activities, showcasing his commitment to diverse interests and philanthropy.

Episode Highlights:

Josh’s Early Beginnings: How early success and subsequent challenges shaped his approach to business.
The Importance of Preparation and Wisdom: Key takeaways on how to better prepare for and manage business obstacles.
Advice for Young Entrepreneurs: Josh’s recommendations for aspiring entrepreneurs and the significance of embracing mentorship.
Learning from Setbacks: Insights into how setbacks, including a public health crisis and personal health battles, can serve as powerful learning opportunities.

Join us as Josh Patrick offers a comprehensive blueprint for business and personal success, grounded in mentorship, resilience, and strategic decision-making. Whether you’re a budding entrepreneur or an experienced business leader, this episode is packed with actionable advice to help you navigate your path to financial freedom and beyond.

Connect with Josh Patrick:

jpatrick@stage2planning.com
www.sustainblebbusiness.co/freedom
https://www.linkedin.com/in/askjoshpatrick/
https://www.youtube.com/channel/UC55nHCobcxCG_P9J8PBKUeA/videos

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In this insightful episode of Real Estate Investing Abundance, we dive into Jens Nielsen’s remarkable journey from the world of IT to becoming a successful real estate investor and certified high performance coach. Through his narrative, listeners will discover the unparalleled value of coaching, strategic adjustments, and the power of support systems in achieving personal and professional growth, especially during challenging times.

Main Themes:

Transition and Transformation: Jens Nielsen’s transition from IT to real estate investing, catalyzed by his wife’s encouragement and the global pandemic, underscores the episode’s core message of embracing change and seeking growth opportunities amidst uncertainties.
The Impact of Coaching: Nielsen shares his personal experience with one-on-one coaching, shedding light on how it significantly improved his life, relationships, and career success. This segment illuminates the essential role of seeking guidance and mentorship for overcoming obstacles and achieving one’s goals.
Overcoming Fear of Rejection: A key highlight of the episode is Nielsen’s journey to overcome the fear of rejection. Listeners will learn how facing this fear opened doors to fruitful partnerships and marked a significant milestone in his real estate career.
Adaptation and Resilience: The episode also explores Nielsen’s strategic adjustments during the pandemic, including moving to remote work, relocating to New Mexico, and reducing work hours to focus on real estate. His story is a testament to the importance of resilience and adaptability in navigating market volatility and the evolving real estate landscape.
Insights on Real Estate Investment: Nielsen provides valuable insights into maintaining long-term stability in real estate, the importance of cash flow neutrality, and the strategic timing for transactions. The conversation extends to the significance of long-term investment strategies, patience, and building strong partnerships.
Coaching and Mentoring Services: The episode highlights the coaching and mentoring services offered by Nielsen and Yales Nelson, focusing on enhancing performance in deal underwriting, capital raising, and asset management. It emphasizes the advantages of mentorship and education for new investors entering the competitive field of light industrial properties.
Mindset Shift: Nielsen discusses the importance of daily journaling, positive thinking literature, and maintaining a growth mindset. His approach to focusing on controllable aspects and staying optimistic is a crucial takeaway for listeners aiming for personal and professional development.

Conclusion: Jens Nielsen’s journey is a powerful illustration of how embracing change, seeking mentorship, and maintaining a positive and adaptable mindset can lead to remarkable success in real estate investing and beyond. Listeners are left with actionable insights and the encouragement to pursue their own paths of growth and achievement.

Connect with Jens Nielsen:

jens@opendoorscapital.com
https://www.facebook.com/jens.nielsen.5243
https://www.linkedin.com/in/jens-nielsen-multi-family-real-estate-coach/
https://www.meetup.com/multifamilymasters-com-santa-fe-nm/
https://opendoorscapital.com/

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Welcome to another inspiring episode of the “Real Estate Investing Abundance” podcast, where we explore the journeys of successful investors and uncover the strategies that have led them to success. In this episode, we’re thrilled to have Steven Andrews, a towering figure in the real estate investment community, founder of Soarex Consulting, and the acclaimed author of “The New American Dream.” From managing a retail store while drowning in student debt to becoming a real estate mogul with hundreds of rental units, Steven’s story is nothing short of transformative.

Main Themes of The Episode:

The Power of Mentorship:

Steven credits a significant portion of his success to his mentor, Joel, who not only introduced him to seminal real estate literature by Russell Whitney but also walked him through the practical steps of real estate investment. This relationship highlights the profound impact that mentorship can have on an individual’s career trajectory.

Building Relationships with BankersA crucial advice Steven offers to aspiring investors is the importance of establishing strong, genuine relationships with bankers long before financial assistance is required. He emphasizes choosing hometown banks for their flexibility and personalized services and shares key tips for engaging with banking professionals effectively.

Effective Communication and TrustSteven discusses the art of communicating with high-level banking officials, setting clear expectations, and the critical importance of maintaining trust through reliability. These insights are invaluable for anyone looking to secure loans and grow their investment portfolio.

“The New American Dream" Steven shares the essence of his book, which serves as a guide for new investors in the wake of the real estate boom during the pandemic. The book covers financing, maintenance, understanding local regulations, and redefines the American dream as achieving financial success through real estate.

Investment Strategies and Misconceptions
He provides strategic advice on selecting properties with improvement potential and leveraging renovations to finance further acquisitions. Steven also debunks common myths about real estate investment, particularly the idea of it being a passive income source, encouraging investors to be prepared for discomfort on their journey.

Giving Back The episode wraps up with Steven discussing his charitable endeavors through Steve Tucker Capital, underlining his commitment to community welfare while promoting new investment opportunities.

Special Invitation
Listeners are invited to join Steven Andrews in an upcoming real estate investing webinar, promising to delve deeper into the strategies and insights shared in this episode.

Whether you’re a seasoned investor or just starting out, Steven’s journey from debt to abundance through real estate investing is bound to inspire and educate. Tune in to discover how you can start building your path to financial freedom and maybe, find your own “New American Dream.”

Join us next time on “Real Estate Investing Abundance” for more stories, strategies, and insights from the front lines of real estate investing. Don’t forget to subscribe to our podcast on your favorite platform and leave us a review. Happy investing!

Connect With Steven Andrews:

coach@soarxconsulting.com
https://twitter.com/SOARXConsulting
https://www.youtube.com/channel/UCqCJHXL07KIkI8F7ufttjvw
http://soarxconsulting.com

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Welcome to today’s episode, where we dive deep into the realms of real estate investing and the nuanced landscape of emotional prosperity. Our journey through this discussion illuminates the path for investors and individuals alike, seeking not just financial gains but a holistic sense of fulfillment. Here’s what we covered:

Multifamily Live Event Overview: We kick off with an introduction to the Multifamily Live event, a beacon for those venturing into the world of passive real estate investing. This online event is designed to arm investors with knowledge spanning from the acquisition of cash flow-ready apartment buildings to the intricate aspects of asset management.
The Intersection of Investment and Well-being: The discussion evolves, exploring the critical connection between comprehensive understanding in commercial real estate and the overarching concept of well-being. It’s not just about financial returns; it’s about cultivating a life enriched with meaning and purpose.
Nadine Wilches’ Insightful Contributions: Our special guest, Nadine Wilches, a licensed clinical social worker, introduces her groundbreaking 5 elements systemic well-being framework. Nadine eloquently unfolds the concept of emotional currency, drawing a compelling parallel to financial investments. She discusses how investments in behaviors, relationships, and situations can significantly impact our emotional bank accounts.
The Essence of Emotional Investment: We delve into the pivotal role of emotional investment in relationships, underscoring the necessity of positive interactions for maintaining emotional health. The conversation touches upon the challenges of navigating toxic relationships and strategies for achieving a harmonious balance.
Seligman’s 5 Areas of Well-being: Highlighting Seligman’s framework, especially focusing on the dimensions of relationships and meaning, the discussion reinforces the foundation of emotional fulfillment. These principles guide listeners towards understanding the importance of investing in meaningful connections.
Delayed Gratification and Its Parallels: Drawing an interesting comparison between emotional investments in relationships and the principle of delayed gratification in real estate, we explore the commonalities in overcoming fear, uncertainty, and the significance of long-term commitment.
Personal Anecdotes and Family Dynamics: Through personal stories, the conversation sheds light on the critical aspect of addressing relationship challenges, emphasizing the value of fostering deep and meaningful connections within the family unit.
Incremental Progress and Meaningful Impact: We reflect on the importance of making small yet significant strides in creating impactful changes, both in the financial realm by revitalizing properties and in the emotional sphere by investing in assets that foster community well-being.
Building Assets for Others: Nadine wraps up the discussion by emphasizing the dual benefits of building assets, not just for personal gain but for the betterment of others, thereby achieving both emotional and financial prosperity.
Closing Thoughts: As we conclude, we’re reminded of the upcoming webinar on real estate investing and the support for equine-related activities by Steve Tucker Capital, reinforcing the message of building a legacy that transcends financial wealth.

Connect with Nadine Wilches:

nadine@mindarchhealth.com
www.linkedin.in/nwilches
http://MindArch Health

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Welcome to this special episode of our podcast, where we dive deep into the enriching conversations and transformative insights from the recent Multifamily Live event. This online gathering illuminated the pathway to passive income through real estate investing, particularly focusing on apartment buildings, and went beyond to explore the essence of personal fulfillment and societal contribution. Here’s what unfolded:

Embracing Change: From Plumbing to Digital Prosperity

Our guest, Jared Cross, shared his remarkable journey from being a plumber to becoming a successful online entrepreneur. This transition was not just a career shift but a profound movement towards seeking balance, well-being, and a more fulfilling life. His story is a testament to how dissatisfaction can serve as a powerful catalyst for change.

Wealth vs. Well-Being: Finding True Happiness

The discussions at Multifamily Live peeled back the layers on the complex relationship between wealth and satisfaction. While financial success can enhance our lives, it was emphasized that it should not be the sole pursuit. The essence of happiness, achieving a work-life balance, and navigating the ups and downs of entrepreneurship were central themes, encouraging attendees to seek joy beyond material gains.

Personal Growth and Contribution: Serving Beyond Self

Jared highlighted the importance of personal growth and the impact of serving others. He detailed his efforts in empowering parents through digital platforms, focusing on passive income strategies via podcasting and YouTube. This aspect of his journey shines a light on the fulfillment that comes from aiding others in achieving financial independence and the broader implications for community and societal upliftment.

Investing Insights: Real Estate and Online Businesses

The event also provided valuable insights into the world of investing, drawing parallels between real estate and purchasing online businesses. Topics covered included due diligence, acquisition strategies, and the intricacies of managing and syndicating online enterprises. Jared shared his preference for business acquisitions and his fulfilling lifestyle in Bali, alongside aspirations for tackling larger acquisitions in the future.

Life Beyond Business: Support for Equine Causes and More

Wrapping up, the discussions ventured into Jared’s engagements beyond entrepreneurship, including his speaking engagements and support for equine causes. This reflects a holistic approach to life, emphasizing the importance of personal development, financial empowerment, and making a positive impact on society.

Multifamily Live was more than an event; it was a beacon for anyone looking to navigate the complexities of investing, seeking happiness, and aspiring to make a meaningful difference. Stay tuned for our next episode, where we continue to explore pathways to success and fulfillment in both personal and professional realms.

Connect With Jaryd Krause:

https://www.youtube.com/@buyingonlinebusinesses
https://buyingonlinebusinesses.com/
https://linkedin.com/in/jarydkrause
jarydakrause@gmail.com

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Welcome to Multifamily Live! This event is a must-attend for anyone interested in passive real estate investing, with a special focus on acquiring and managing cash flow positive apartment buildings. Whether you’re just starting out or you’re a seasoned investor looking to expand your portfolio, this event promises invaluable insights into the multifaceted world of commercial real estate.

Main Themes:

Passive Real Estate Investing: Dive deep into the strategies that can help you generate income through apartment buildings without the day-to-day hassles of active management.
Acquisition to Asset Management: Explore the entire lifecycle of a real estate investment, from scouting and acquiring properties to effectively managing assets for maximum profitability.
Special Feature on Dave Zook: Learn from the journey of Dave Zook, the founder of The Real Asset Investor, renowned for his expertise in tax reduction strategies and his diverse investment portfolio, including ATMs, self-storage, and car washes. Discover how he aims to become the largest Tommy’s Express car wash franchisee in the country by year’s end.
Tax Efficiency in Investments: Uncover the pivotal role of tax considerations in investment decisions, inspired by the personal journey of Dave Zook. Understand how seeking tax efficiency, influenced by mentors like Robert Kiyosaki and CPA Tom Wheelwright, can significantly impact your business growth and investment strategy.

Event Highlights:

Keynote Speech by Dave Zook: Gain insights into the successes and challenges faced by Dave Zook as he expanded his investment horizon. Learn how tax efficiency strategies propelled his journey from investing in ATMs and self-storage to venturing into the car wash industry and beyond.
Panel Discussions: Engage with seasoned investors and industry experts as they discuss the nuances of commercial real estate investment, from acquisition strategies to overcoming common pitfalls in asset management.
Interactive Workshops: Participate in workshops designed to equip you with practical tools and knowledge to identify lucrative investment opportunities, analyze potential returns, and manage investments for sustained cash flow.
Networking Opportunities: Connect with fellow investors, experts, and service providers in the virtual networking sessions. Share experiences, seek advice, and build relationships that could shape your investment journey.

Who Should Attend:

New Investors: If you’re looking to get started in real estate investment, this event will provide you with a solid foundation and the confidence to make your first investment.
Seasoned Investors: For those already experienced in the field, Multifamily Live offers advanced strategies, networking, and insights into diversifying and optimizing your investment portfolio.
Real Estate Professionals: Agents, brokers, and property managers can benefit from understanding the investor perspective and the latest trends in passive real estate investment.

Join us at Multifamily Live to unlock the secrets of successful real estate investing, leverage tax efficiency, and propel your investment portfolio to new heights. Don’t miss this opportunity to learn from the best in the business and connect with a community of like-minded investors. Register now for an event that could redefine your investment strategy and help you achieve your financial goals.

Connect with Dave Zook:

dave@therealassetinvestor.com
https://www.linkedin.com/in/dave-zook-63765a15
https://therealassetinvestor.com

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In this enlightening episode, we dive deep into the multifaceted approach to enhancing overall well-being and securing financial health through informed lifestyle choices and strategic investments. Our journey begins with insights from the Multifamily Live event, focusing on the ins and outs of passive real estate investment in apartment buildings. This segment illuminates how real estate can serve as a cornerstone for financial stability and growth.

Shifting gears, we explore groundbreaking strategies for dementia prevention with expert guidance from Dr. Sally Good. The conversation emphasizes the profound impact of early lifestyle modifications, spotlighting the critical gut-brain connection and how our dietary choices significantly influence mental health conditions, including schizophrenia, anxiety, and depression.

Advancements in neurology and genetics, driven by cutting-edge MRI and FMRI technologies, provide us with a deeper understanding of the brain’s complexities and the genetic predispositions to Alzheimer’s and other dementia forms. The episode underscores the pivotal role of diet, physical activity, and healthy lifestyle choices in warding off cognitive decline, type 2 diabetes, obesity, and various forms of dementia, including vascular and frontotemporal dementia.

Furthermore, we delve into the power of mindfulness, the healing essence of nature, the strength of relationships, and the importance of addressing hearing loss as preventive measures against dementia. The narrative celebrates social engagement, positive emotions, and an active lifestyle as keys to enhancing brain health and longevity. Inspirational stories, such as the nuns living symptom-free lives despite brain scans showing signs of dementia, highlight the incredible potential of neuroplasticity and lifelong learning.

Wrapping up, the episode sheds light on the significance of having a purpose in life, avoiding head injuries, and maintaining good dental hygiene in the fight against dementia. We address the dangers of inflammation caused by poor oral hygiene and its potential impact on the heart and brain, reinforcing the narrative’s call for a holistic approach to living a fulfilled, healthy life while preparing for a secure financial future.

Join us as we navigate through this comprehensive exploration of preventing dementia and boosting financial well-being through intentional living and savvy investing.

Connect with Dr. Sally Good:

drsally1585@gmail.com
https://www.facebook.com/sally.good.399
https://www.instagram.com/sallygoodphd
https://www.linkedin.com/in/goodbrain
https://www.twitter.com/sophierasor
http://Goodbodygoodbrain.com

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Welcome to another enlightening episode where we dive deep into the transformative world of passive real estate investing, spotlighted through the lens of the Multifamily Live event. Today, we unravel the essence of investing in commercial properties, such as apartment buildings, and the impact of green building practices alongside the integration of immigrants into the real estate market.

Key Highlights:

Passive Real Estate Investing 101: Learn the ropes of investing in commercial real estate, focusing on apartment buildings. Discover how both novice and seasoned investors can navigate cash flow opportunities, acquisition, and asset management, paving the way for successful passive investment ventures.
Green Building Practices with Dave Holman: A special segment featuring Dave Holman delves into the significance of incorporating energy-efficient upgrades in properties. Holman discusses the dual benefits of such upgrades - financial savings and reduced energy consumption - while also tackling climate change by adopting investment strategies mindful of environmental changes.
Empowering Immigrant Integration: The event shines a light on a heartwarming success story of a Rwandan immigrant family’s journey to homeownership and becoming landlords. This narrative not only celebrates the power of community support but also emphasizes the importance of responsible property management and tenant education in achieving long-term investment growth.
Community Support and Inclusivity: Dave Holman’s approach to real estate investment includes a strong focus on supporting vulnerable populations through partnerships with charitable organizations and government housing programs. This inclusive strategy aims to overcome challenges such as language barriers and mental health issues, fostering a more supportive and engaged community.
Innovative Real Estate Projects: Discover how new construction projects with features like spacious kitchens are being tailored to meet specific community needs, illustrating the importance of innovative thinking in real estate investment.
Webinar Invitation: Don’t miss the opportunity to learn more about real estate investing through an upcoming webinar. This session promises to expand on the themes discussed during the Multifamily Live event, offering deeper insights into sustainable and inclusive real estate investment strategies.
Philanthropy in Focus: The event also highlights philanthropic efforts, particularly those related to horse-related causes, showcasing the broader impact of real estate investment beyond financial gains.

Conclusion:

Multifamily Live stands at the forefront of redefining real estate investing, championing sustainability, community engagement, and inclusivity. By embracing green building practices and fostering a supportive environment for immigrants and vulnerable populations, the event sets a new standard for responsible and impactful investment strategies. Join us as we explore these multifaceted approaches to real estate investing that not only promise financial returns but also contribute to the betterment of communities and the environment.

Tune in to this episode to gain valuable insights into the future of real estate investing, and learn how you can be part of this transformative journey.

Connect with David Holman:

dave@holmanhomes.com
holmanhomes.com
https://www.facebook.com/holmangroupremax
https://www.instagram.com/holmangrouprealty/
https://www.linkedin.com/in/dave-holman-mba-7254a513/
Midcoast Maine Real Estate Investor Meetup
http://katahdinmanagement.com

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Welcome to an exciting episode that takes you inside the preparations and core themes of the much-anticipated Multifamily Live event, happening from May 9th to May 11th. This event promises to be a treasure trove of knowledge for both budding and seasoned investors eager to dive deep into the world of passive real estate investment, particularly focusing on the lucrative arena of apartment buildings.

Key Highlights:

Event Overview: Discover what makes Multifamily Live a must-attend event for anyone looking to make their mark in the real estate investment landscape. From novices to experienced investors, this event is tailored to unveil the secrets of acquiring and efficiently managing cash flow-positive apartment buildings.
Expert Insights: Join us as we introduce a compelling conversation with Ryan Lipsey and Haley Cottier, seasoned experts in settlement services and title insurance. Their discussion is not just about the technicalities of real estate but a heartfelt exploration of how personal journeys and pivotal life events, like a severe skateboarding accident and the financial turmoil of the 2008 crisis, shape one’s approach to investment and career choices.
Personal History and Investment Strategies: Learn how caution, gratitude, and a conscious effort to avoid financial overextension can emerge from personal hardships, offering valuable lessons for every real estate investor.
Challenges and Strategies in Real Estate: Delve into the complexities of real estate transactions and investments. Our speakers shed light on leveraging data and strategic partnerships to uncover off-market deals, assist distressed sellers, and navigate through low inventory and high-interest rates.
The Role of Data and Customer-Centric Solutions: Uncover the significance of providing essential data to investors and wholesalers, identifying potential sellers undergoing significant life changes, and the impact of customer-centric solutions in achieving real estate goals.
Title and Settlement Services: Get an insider’s look at the intricacies of navigating property titles, resolving complex liens, and the indispensable nature of title insurance in safeguarding against undisclosed claims, ensuring smooth property transfers.
Real Estate Transactions Across States: Explore the contrasting challenges of real estate transactions in states like Texas and California, emphasizing the importance of relationships, networking, and responsive action in seizing opportunities.
The Abundance Mindset: Lastly, we’ll discuss how a skill set that includes quality data, effective outreach strategies, and an abundance mindset plays a crucial role in successful deal generation, culminating in a program designed to connect properties with cash buyers rapidly.

Conclusion:

This episode promises to equip you with the insights, strategies, and inspiration needed to navigate the complex but rewarding world of real estate investment. Whether you’re looking to deepen your understanding of passive investment, explore the nuances of title and settlement services, or learn from the personal and professional journeys of seasoned experts, Multifamily Live is your gateway to transforming your real estate ambitions into reality.

Don’t miss out on this comprehensive guide to making informed, strategic, and successful real estate investments. Join us as we pave the way for your success in the dynamic world of real estate.

Connect Ryan Lipsey & Haylie Collier:

ryan.lipsey@ticortitle.com
Haylie.Collier@ticortitle.com
facebook/Ryanlypsyteam.
https://www.instagram.com/haylie_collier/?hl=en

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Welcome to the latest episode of our podcast, where we’re diving into the heart of passive real estate investing with a special focus on the upcoming Multifamily Live event happening from May 9th to May 11th. This episode is packed with insights, strategies, and expert advice for both budding and veteran investors looking to deepen their knowledge of commercial property investments, especially in the realm of apartment buildings and alternative real estate assets like mobile home parks and self-storage facilities. Let’s unpack what this event has in store and why it’s a must-attend for anyone interested in real estate investment.

Key Highlights:

Event Overview: Multifamily Live is designed to bridge the gap for investors at all levels, offering a rich learning experience on passive real estate investing in commercial properties. The focus is on generating cash flow through apartment buildings, providing attendees with a comprehensive understanding of the commercial investing landscape, including acquisition and asset management.

Special Guest - Ryan Smith: A principal at Elevation Capital Group, Ryan brings an exceptional blend of experience in real estate and sports. Attendees will benefit from his personal journey and professional insights, tracing his path from witnessing his father’s transition from a roofer to a successful property owner.

Investment Strategies Unveiled: The event will delve into specific investment areas, highlighting the strategic importance of location in mitigating competition and maximizing returns. Discover why areas near Washington D.C., and certain states like Arizona and Texas, present unique opportunities for investors due to their regulatory and natural barriers.

Deep Dive into Mobile Home Parks & Self-Storage: With a special focus on these two burgeoning sectors, the event will explore the current market dynamics, including the impact of COVID-19, recovery projections, and the continuous demand amidst limited supply. Learn how strategic location selection and navigating competitive landscapes can yield significant returns.

Financial Independence Through Real Estate: Beyond the technical knowledge, the event aims to empower attendees with strategies for achieving financial well-being and diversifying their investment portfolios. A spotlight will be on the evolving cap rates in mobile home parks, the influence of institutional investments, and the role of agency financing.

Commitment to Social Good: In line with promoting financial independence, the event also highlights the company’s dedication to contributing to equine treatment organizations, underscoring a commitment to social responsibility alongside financial success.

Why Attend? Whether you’re a novice looking to make your first investment or a seasoned investor seeking to expand your portfolio, the Multifamily Live event promises to equip you with the knowledge, strategies, and insights needed to navigate the complex landscape of commercial real estate investing successfully.

Closing Thoughts: As we wrap up this preview, it’s clear that the Multifamily Live event is more than just a conference; it’s a gateway to mastering the art of passive real estate investing. With a lineup of experienced speakers, targeted sessions on emerging real estate sectors, and a focus on strategic investment decision-making, this event is poised to set attendees on a path to financial independence through real estate.

Don’t miss out on this opportunity to transform your investment approach and mindset. For more information and to register, be sure to check out the event’s online platform

Connect with Ryan Smith:

ryan@elevationcg.com
http://elevationcapitalgroup.com
https://www.linkedin.com/in/ryansmithelevation

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Welcome to today’s episode of Multifamily Live, where we dive deep into the world of passive real estate investing, with a special focus on apartment buildings and an intriguing pivot to industrial real estate. Today, we’re thrilled to have Brock Mogensen with us, a seasoned investor who’s managed to navigate his way through the complexities of real estate to manage over $30 million in assets. Join us as Brock shares his journey, insights, and strategic shifts in his investment focus.

Main Themes:

Brock’s Real Estate Journey: From purchasing his first duplex to handling a portfolio worth millions, Brock walks us through his path, including the leap into syndication and the challenges faced during his first deal.
The Art of Syndication: Discover the intricacies of syndication in real estate investing, including the hurdles Brock overcame and the lessons learned from his initial challenges.
Due Diligence and Operational Insights: Understand the importance of meticulous due diligence and operational expertise, especially when dealing with Class C properties. Brock shares how his team successfully improved and sold a property by enhancing its value and increasing rents.
Shift to Industrial Real Estate: Learn why Brock has now shifted his focus towards industrial real estate, specifically class B industrial properties in Southeastern Wisconsin. He discusses the appealing returns, favorable market conditions, and why this niche is a goldmine for investors.
The Industrial Real Estate Advantage: Brock highlights the advantages of investing in industrial properties, ranging from 20,000 to 150,000 square feet, used for light distribution, manufacturing, and storage. The episode delves into the benefits of a sticky tenant base, the strategic importance of location for truck access, and the art of negotiating expenses between landlords and tenants.
Underwriting Tenants and Due Diligence in Leasing: Gain insights into the rigorous process of underwriting tenants and the comprehensive due diligence required in the leasing phase of industrial real estate. Brock emphasizes the necessity of a thorough approach to ensure success and minimize risks in investments.

Conclusion: Brock Mogensen’s journey from starting with a modest duplex to mastering the complexities of real estate syndication and then pivoting towards the lucrative niche of industrial real estate in Southeastern Wisconsin is not just inspiring but also packed with valuable lessons for both novice and experienced investors. His emphasis on due diligence, understanding market dynamics, and the strategic operational insights offers a roadmap to success in the diverse world of real estate investment.

Call to Action: For more insights into real estate investing and to hear more inspiring journeys like Brock’s, subscribe to Multifamily Live. Stay tuned for our next episode, where we’ll explore another facet of the real estate world. Happy investing!

Coonect with Brock Mogensen:

brock@smartassetcapital.com
http://www.smartassetcapital.com
https://www.instagram.com/brockmogensen/
https://www.linkedin.com/in/brock-mogensen-423839a4
https://www.youtube.com/@WinningWealthPodcast

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In this enlightening episode, we dive into the “Multifamily Live” online event, a comprehensive platform aimed at educating individuals about passive real estate investing, particularly focusing on cash flow generation from apartment buildings. Taking place from May 9th to May 11th, the event is designed to cater to a wide range of investors, from novices to seasoned professionals, covering essential topics from acquisition strategies to asset management techniques.

Main Points

Introduction to Passive Real Estate Investing: The event’s primary focus is on demystifying the process of generating passive income through apartment buildings, an attractive avenue for many looking to expand their investment portfolios.
Expert Insights with Attorney Steven Rinaldi: A highlight of the event includes a feature on the Real Estate Investing Abundance show with attorney Steven Rinaldi, who discusses the nuts and bolts of real estate syndication and private real estate funds. Rinaldi shares his personal journey into the realm of real estate, influenced by his grandfather, and details a unique client experience involving an innovative app for property measurements and quotes.
Legal Foundations of Real Estate Syndication and Funds: The conversation takes a deep dive into the legalities of setting up real estate syndications and funds, from the structuring with LLCs, managing preferred returns, to the distribution of profits. This segment emphasizes the importance of due diligence, market analysis, and the legal considerations of establishing a business entity, particularly in Delaware, known for its favorable legal framework for businesses.
State-Specific Legal Structures and Series LLC Benefits: Further exploration into the legal landscape reveals the variations in state-specific legal structures for real estate syndication, the benefits of series LLCs, and the strategic selection of states for registration based on legal frameworks and creditor rights.
Real Estate Projects and Securities Laws: Steve Rinaldi’s involvement in diverse real estate projects, including affordable housing funds and apple orchard syndications, serves as a case study for potential changes in securities laws and the critical distinctions between syndications and funds under federal and state laws.
Operational Considerations for Private Funds: The episode also sheds light on the regulatory and operational aspects of setting up private funds, including board of directors’ requirements, conflict of interest rules, exemptions, and the nuances of investment adviser regulations across different states.
Investment Strategies, Fees, and Legal Navigation: The discussion wraps up with an analysis of the differences in investment strategies, fees, and regulatory considerations between funds and syndications, underscoring the indispensable role of legal advice in navigating the complex landscape of real estate investments.

Conclusion: This episode of “Multifamily Live” offers a treasure trove of information for anyone interested in passive real estate investing. From legal intricacies to practical advice on asset management, listeners will walk away with a clearer understanding of how to successfully navigate the multifaceted world of real estate investing. Whether you’re a beginner or an experienced investor, this event promises valuable insights into maximizing your investment potential while avoiding financial and legal pitfalls.

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Welcome to another exciting episode of Multifamily Live, where we dive deep into the dynamics of passive real estate investing, with a special focus on generating substantial cash flow through apartment buildings. Today’s show is packed with invaluable insights, strategies, and personal anecdotes from one of the industry’s most seasoned players, Brian Burke, president of Praxis Capital Inc.

Main Theme:

The essence of today’s discussion revolves around the art and science of commercial investing, touching on critical aspects such as acquisition, asset management, and the strategic shift in investment approaches in response to fluctuating market conditions.

Key Highlights:

Brian Burke’s Strategic Pivot:

In an enlightening conversation, Brian Burke shares his journey from selling a significant multifamily portfolio amidst rising interest rates and market exuberance, to focusing on purchasing real estate loans. This pivot aims at achieving a safer position in the capital stack, thereby mitigating downside risks and enabling immediate cash flow with lower exposure.

Organizational Restructuring for Efficiency:

Burke discusses the challenging yet rewarding process of massive organizational restructuring, aimed at keeping expenses low while optimizing operations. This includes reducing operational staff but retaining key senior management roles, and even exploring avenues like third-party property management to enhance revenue streams.

The Art of Timing in Real Estate:

A significant portion of the conversation is dedicated to the critical importance of timing in the real estate market. Burke shares insights on knowing when to buy, sell, or hold, emphasizing the cyclic nature of markets and the need for adaptability.

Work-Life Balance and Personal Growth:

Beyond the numbers and strategies, Brian opens up about maintaining a healthy work-life balance. From golfing to flying and investing in hobbies, he highlights the importance of personal fulfillment and continuous learning, drawing parallels between focused investing and choosing what enriches our lives.

Continuous Learning and Adaptability:

Echoing Warren Buffett’s habits, Burke advocates for the importance of dedicating time to reading and staying informed. This commitment to ongoing education and adaptability is presented as a cornerstone of successful investing, particularly in the ever-evolving realm of real estate.

Closing Thoughts:

Our discussion with Brian Burke not only sheds light on the complexities of multifamily investing but also inspires listeners to embrace change, prioritize learning, and find a harmonious balance between professional pursuits and personal interests. As we navigate through the cyclic nature of markets, the insights shared today serve as a compass for making informed and strategic investment decisions.

Reminder:

Engage with our webinar and podcast content for more pearls of wisdom on real estate investment and to keep abreast of the latest market trends and strategies.

Thank you for tuning in to Multifamily Live. Stay informed, stay inspired, and here’s to making your next investment move your best one yet!

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In this enlightening episode, we delve into the world of real estate investments within the mobile home community sector with Sam Hales, a distinguished private equity real estate fund manager at Saratoga Group. With an inspiring journey that transitions from his early days on an Iowa hog farm to spearheading innovative investment strategies, Sam shares invaluable insights into the resilience and potential of manufactured housing. Here’s what you can expect from our conversation:

From Humble Beginnings to Real Estate Innovator: Discover how Sam’s foundational experiences in hard work and perseverance on a hog farm contributed to his success in the real estate sector. His story is a testament to the power of determination and the diverse paths to success in the industry.
Addressing the Affordable Housing Crisis: Sam raises critical concerns about the current state of industrial agriculture and segues into a discussion on the importance of affordable housing solutions. He advocates for market-driven approaches over government subsidies, emphasizing the role of education in fostering this mindset.
Saratoga Group’s Unique Approach: Learn about the vertically integrated strategy that sets Saratoga Group apart. By managing properties in-house, leveraging technology, and operating their own construction company, they not only save costs but also provide affordable housing solutions that don’t rely on institutional capital.
The Challenges and Rewards of Mobile Home Park Management: Managing mobile home parks comes with its set of complexities, from infrastructure maintenance to navigating financing hurdles. Sam shares his experiences and the attractive investment returns that make these challenges worthwhile.
Innovation Through Adversity: A compelling story from Radcliffe, Kentucky, showcases how facing a significant infrastructure issue led to innovative solutions and unexpected opportunities. Sam’s experience underscores the potential for innovation in the face of adversity.
Engage with Saratoga Group: Sam concludes with an invitation to explore more about their mission-driven work and investment opportunities. Whether through their website, LinkedIn, or participating in upcoming webinars, listeners are encouraged to learn more and engage with the future of manufactured housing investments.

Join us for this episode as Sam Hales provides a fascinating look into the world of manufactured housing, offering a blend of personal journey, industry insights, and actionable advice for those interested in the intersection of affordable housing and investment opportunities.

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In this captivating episode, we delve into the remarkable journey of John Manes, a beacon of resilience and strategic acumen in the self-storage industry. From overcoming a challenging childhood to ascending as a visionary entrepreneur, Manes’ story is a testament to the power of perseverance, networking, and unwavering focus.

Key Highlights:

Early Influences: Discover how Manes’ stepfather shaped his work ethic and set him on a path to leadership, underscoring the importance of early life lessons in carving a successful career.
Leadership Across the Board: Manes’ tenure with industry giants like Life Storage and Extra Space paved the way for his entrepreneurial ventures, including Pinnacle Storage Holdings and Fine View Marketing. Learn how these experiences contributed to his comprehensive understanding of the self-storage market.
A Strategic Shift: The episode sheds light on Manes’ transition from CEO of Pinnacle Storage Properties to Chairman of Store Suite, marking a significant milestone in his career. This move exemplifies strategic consolidation in the self-storage industry, aiming to create a vertically integrated powerhouse.
The Art of Networking: Manes emphasizes the importance of building genuine connections by offering value and assistance. This philosophy not only propelled his career forward but also nurtured a network of invaluable relationships.
Investment Insights: With a keen eye on the self-storage sector, Manes discusses the nuances of investing in “jockeys” (talented individuals) and “horses” (promising business opportunities). His analysis of the self-storage market’s recession-resistant appeal, coupled with cautionary advice on market oversaturation, offers listeners a balanced perspective on real estate investment.
Navigating Competitive Waters: The challenge of competing with big money and institutional investors is real in the self-storage space. Manes shares strategic approaches to stand out and succeed in a competitive market, reinforcing the value of specialization and industry expertise.
Staying the Course: A personal anecdote highlights the risks of venturing outside one’s domain of expertise, reinforcing Manes’ advocacy for focusing on what you know best, particularly in the volatile realm of real estate investment.
Philanthropic Endeavors: The episode concludes on an inspiring note with a mention of Manes’ commitment to philanthropy, particularly towards improving horse treatment - a cause close to his heart.
Bonus: Listeners are invited to a webinar on real estate investing, promising a deeper dive into strategies that have guided Manes’ successful career.

This episode is not just a narrative of John Manes’ professional journey; it’s a roadmap for anyone looking to navigate the complexities of real estate investment with resilience, strategy, and integrity. Join us to uncover the principles that can transform challenges into stepping stones for success.

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Multifamily Live is a 3-day virtual conference that walks you through the EXACT STEPS to achieve $20,000 PER MONTH in passive income using the “Conveyor Belt” method of multifamily real estate investing.(Conveyor Belt method = acquiring properties at specific intervals and equity levels to maximize cash flow.)

Get Your Tickets NOW! https://go.7figureflipping.com/50819/150185

Three days of tactical training, plus interactive Q&A, virtual networking and breakout sessions, and the most active live chat you’ve ever seen (packed with real estate experts and successful investors).

Over 3 days we hand you the ENTIRE PROCESS—everything from property analysis and off-market deal acquisitions, to capital raising and syndications, seller finance strategies, property management systems, and more.

Think of it as the ultimate financial freedom bootcamp.You will come out the other side completely transformed, with a new financial trajectory and the tools and tactics to move forward immediately.

But this isn’t for tire-kickers. It’s not a get-rich-quick plan.

You need to be financially stable already and prepared to put in the work, or this event will be a waste of time.

Get Your Tickets NOW! https://go.7figureflipping.com/50819/150185

Thank you,

Allen

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Welcome to another enlightening episode of the “Real Estate Investing Abundance” podcast, where today’s guest, Charles Bulthuis, a distinguished commercial real estate broker with a formidable background in the US Army, takes us through his unique approach to real estate investment, sculpted by his military experience.

Main Theme: Leveraging Military Discipline in Uncovering Real Estate Opportunities

Key Highlights:

Value-Add Properties as Goldmines: Charles Bulthuis delves into his strategy for pinpointing and investing in value-add properties. These are assets with untapped potential that, through astute management improvements and renovations, can significantly increase in value.
The Art of Timing in Real Estate Investments: The importance of timing in purchasing properties poised for appreciation is stressed. Bulthuis shares how indicators like zoning changes and new developments can signal future growth areas, presenting prime investment opportunities.
Navigating Challenges: From recounting the hurdles in starting a construction company to manage costs and timings more effectively, to the specific financial strain of being owed up to $900,000 on a 108-door project, Bulthuis's journey is one of resilience and hope for positive resolutions.
Evolution from House Flipping to Comprehensive Services: Bulthuis's progression in the real estate domain from flipping houses to integrating brokerage, maintenance, and construction services under Reformation Asset Management, especially amid COVID-19 pandemic challenges, illustrates adaptability and foresight.
Economic Climate and Real Estate Investment: Reflecting on investing lessons from the Great Recession, Bulthuis advises caution in the current economic landscape, advocating for a focus on multifamily properties in areas with stable job markets.
Market Resilience and Investment Strategy: Despite the impact of rising interest rates on new construction projects, Bulthuis observes the resilience in the local real estate market, particularly in sectors like office, retail, and industrial warehouses. He encourages seizing good buying opportunities amidst market fluctuations.
Regional Growth and Opportunities: With a personal affinity for the East Coast, particularly the I-95 Corridor from Richmond to Atlanta, Bulthuis shares his insights on the region’s growth and potential, drawing comparisons to traditional opportunities on the West Coast.
Upcoming Webinar: The episode wraps up with an announcement of an upcoming webinar on real estate investing, promising to delve deeper into Bulthuis's comprehensive approach to maximizing property value through a spectrum of real estate services.

Join us on this episode as Charles Bulthuis shares invaluable insights into the intersection of military precision and real estate investing, offering listeners a unique perspective on identifying and capitalizing on real estate opportunities. Whether you’re a seasoned investor or new to the field, Bulthuis's experiences and strategies are bound to enrich your investment approach.

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Welcome to another insightful episode of our coaching series dedicated to empowering professionals with the knowledge to build wealth through passive hands-off real estate investing. Today, we dive into the dynamic world of property investment, highlighting the unparalleled potential it holds for wealth generation. Here’s what you can expect from this episode:

Introduction to Real Estate Investing:

We begin by exploring why real estate stands out as a premier asset class for professionals looking to expand their financial portfolio.
Understand the core concepts of cash flow, income production, and the other wealth-building pillars in real estate.

The Five Pillars of Real Estate Wealth-Building:

Cash Flow: Discover how investment properties can generate consistent monthly income.
Income Production: Learn the strategies for maximizing rental income.
Commercial Real Estate: Uncover the unique benefits of investing in commercial properties.
Depreciation: Find out how to use this tax advantage to enhance your investment returns.
Equity: We delve into the concept of equity and its role in wealth accumulation.

The Power of Equity:

Gain clarity on how equity works and its significance in your investment journey.
Explore how equity can increase organically through mortgage payments and property appreciation.

Commercial Real Estate Advantages:

A closer look at how commercial real estate can fast-track wealth building.
The role of tenant leases in contributing to your equity without additional personal investment.

Leverage in Real Estate:

Understand how to use leverage to control more property and amplify your investment power.
We’ll discuss how this principle ties into the five wealth development avenues, offering a new perspective on real estate investing concerns.

Real-Life Success Stories:

Meet Mark, a periodontist who transformed his financial future through passive real estate investing.
Hear how real estate enabled him to practice his profession out of passion, not necessity.

The Steed Talker Toolkit for Success:

Discover the video series and free resources available on our website - SteedTalker.com.
Learn how passive investing strategies can prevent professional burnout and lead to a more fulfilling life.

Final Thoughts:

Summarizing the key takeaways from today’s episode.
How to apply the discussed principles to your own real estate investment endeavors.

Thank you for tuning in. We hope this episode provides you with actionable insights to harness the power of real estate for your wealth-building goals. Don’t forget to check out the additional resources on our website - SteedTalker.com, and join us next time as we continue to demystify the path to exuberant and sustainable financial well-being through smart investing.

Links:

Investing With Purpose: The professor’s guide to financial well-being through passive real estate investing
FREE Real Estate Investment Resources: www.steedtalker.com/resources/

Remember, investing in real estate is not just about building wealth; it’s about creating a life of abundance and choice. Let’s make it happen!

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Welcome to today’s episode, where we delve deep into the intriguing world of real estate syndications. Whether you’re an experienced investor or new to the property game, this episode is packed with essential insights into how group investment strategies can elevate your financial portfolio. Here’s what we covered:

Understanding Real Estate Syndications: We start off by defining what real estate syndication is and how it allows individuals to pool resources together to purchase and manage properties. It’s a collective effort that opens the doors to bigger investment opportunities.
Roles in the Syndicate: Our discussion highlights the distinct roles within a syndication, including active investors (syndicators) who manage the investment, and passive investors who contribute capital and enjoy the benefits without day-to-day involvement.
Benefits of Syndication: We go over the myriad of benefits syndication offers, such as the ability to earn passive income, enhance financial well-being, and get in on deals that might be out of reach for a single investor.
The Due Diligence Process: We can’t stress enough the importance of due diligence. Our experts break down what to look for, from financial statements and market research to property conditions and legal implications.
Strategies and Goals: It’s vital to understand the investment strategy, term, and goals of a syndicate. We discuss what to look for and the kinds of questions you should be asking before you jump in.
Risk Management: We delve into the importance of managing risk and preserving capital, emphasizing that these should be prioritized over chasing high returns.
Choosing the Right Partners: Learn why it’s crucial to partner with reputable individuals and firms who have a proven track record of protecting investor capital and maintaining high ethical standards.
Beyond Financial Gains: We touch on the broader impacts of real estate syndication, such as community development and the sense of accomplishment from being part of a successful real estate venture.
Educational Resources: Lastly, we provide recommendations for free resources to help further your understanding of real estate syndications and encourage continuous learning in this dynamic field.

Remember, while the financial rewards can be significant, the non-financial rewards—like community impact and personal growth—are equally valuable. Join us as we unpack the complexities and the exciting possibilities that real estate syndications offer.

Stay tuned for the next episode, where we will dive into real-life case studies of successful real estate syndications. Don’t forget to subscribe to get the latest insights in the world of real estate investing!

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Steve Nabity, helps others create passive income and save on taxes by investing in commercial real estate. He learned the unexpected by creating multiple eight-figure businesses from scratch when others told him it wouldn’t work. Steve learned it’s never too late to live the life you want. He has taken all of his life and work experiences and created a proven framework to help others deal with adversity and help them create passive income to live on their terms.

Main point:

Why is it necessary to have multiple streams of income in 2024?
How does real estate fit into this?
Why do you love multifamily?
How should people get started investing in real estate?

Connect with Steve Nabity:

Download our free ebook: https://skylinepointcapital.com/content/5-keys/
steve.nabity@skylinepointcapital.com
https://www.facebook.com/skylinepointcapital
https://www.instagram.com/skylinepointcapital
https://www.linkedin.com/in/steve-nabity-1a10096/
https://www.youtube.com/@headingwest
https://skylinepointcapital.com/

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After working in the pharmaceutical industry for 20+ years, he founded Perennial Pride which allowed him to leave his corporate job and pursue his passion and purpose. Tom teaches principles and strategies that help families recapture ownership of their financial lives so they can design the life they truly desire.

Main point:

What’s your approach to wealth building that makes you unique to work with?
What is the process and model you leverage to help your clients?
What inefficiencies do you typically see in your clients’ financial profiles after you’ve worked through your process model?
How do financial institutions control people’s wealth?
What is the biggest area of financial exposure for the clients you serve? Where are the biggest opportunities to build wealth most aren’t exploring?
What is the Infinite Banking Concept?
What would you say are some the of big keys to growing your wealth?
What is the one area of wealth building that gets overlooked by the typical advisor?

Connect with Tom Suvansri:

https://www.perennialpride.com/books/
https://www.perennialpride.com/podcast/
tom@perennialpride.com
https://www.facebook.com/perennialpride
https://www.linkedin.com/company/perennial-pride/
https://twitter.com/perennialpride
https://www.youtube.com/@perennialpride7448

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Welcome to Real Estate Investing Abundance Podcast, where we bring clarity to the complex world of finance and investment. In this episode, we’re joined by Jason Mandel, a seasoned expert dedicated to revolutionizing the life insurance and real estate investment landscapes.

Main Themes of the Episode:

Life Insurance Policy Sales & Broker Fees: We delve into the controversial topic of high broker fees in the life insurance industry. Jason discusses the pressing issue of policyholders being burdened with excessive fees, calling for a shift towards a more client-centric approach.
Financing Life Insurance Policies: Jason advocates for a strategic framework that could potentially eliminate the need for additional collateral when financing life insurance policies. He argues that this change could significantly benefit policy buyers.
Real Estate Investment Services: Our conversation shifts to the services Jason provides to real estate investors. We cover critical aspects like leveraging tax benefits, effective risk management, and strategies to minimize potential risks associated with property investments.
Insights from “Demand Transparency”: Jason shares valuable insights from his book, “Demand Transparency.” The book is a must-read for anyone looking to understand the inner workings of life insurance policy sales and real estate investment.
Connecting with Jason Mandel: For listeners eager to learn more, we discuss how you can connect with Jason. You’ll find him actively engaging with his audience on LinkedIn and YouTube, where he shares more of his knowledge.
Educational Resources: The host encourages viewers to explore Jason’s website and YouTube channel. These platforms are rich with educational content designed to help you make informed decisions in finance and investment.
Free Consultation Offer: To cap off the episode, we remind our listeners of the opportunity to schedule a free consultation with Jason. It’s a chance to get personalized advice from an expert in the field.

Links Mentioned in This Episode:

https://www.linkedin.com/in/mandeljason/
https://www.youtube.com/@themandelfamilyoffice
themandelfamilyoffice.com

Thank you for tuning in to today’s episode. If you’re looking to navigate the complexities of life insurance or real estate investment, we hope the insights from Jason Mandel have provided you with valuable guidance. Remember to subscribe to our podcast for more enlightening discussions and check out the links provided in the show notes for further learning opportunities.

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Introduction:

Join me in this inspirational episode of “Real Estate Investing Abundance” as he welcomes Mischa Zvegintzov, a former home loan officer turned real estate investment advocate.
Mischa shares his powerful story of overcoming addiction and how it led him to a life of mentoring and real estate.

Misha’s Story:

Discover Mischa's battle with substance abuse, including alcohol and drug addiction, and the legal troubles that accompanied it.
Hear about the life-changing ultimatum Mischa faced: treatment or jail time, and the path he chose towards sobriety and accountability.
Learn about Mischa’s commitment to helping others in recovery through mentorship and support.

Real Estate Insights:

Transitioning from personal struggles to professional strategies, Mischa provides invaluable advice for real estate investors.
Understand the importance of sharing expertise and properties on podcasts to increase visibility in the real estate market.
Mischa offers practical tips and tools like using podcast addict.com or chartable.com to identify and connect with podcast hosts.
Gain access to an effective email template that Mischa shares for securing guest spots on relevant podcasts.

Leveraging AI and Databases:

Mischa explains how artificial intelligence and databases such as pitch DB can make the podcast outreach process more efficient.
The conversation touches on how these technologies can assist real estate investors in expanding their network and reach.

Steed Talker Capital Webinar Promotion:

The episode highlights an upcoming webinar by Steed Talker Capital focused on utilizing 401k’s and IRAs for generating passive real estate investment returns.
Emphasizing the firm’s dedication to financial independence and support for recovery initiatives, particularly horse treatment programs.

Call to Action:

Listeners are encouraged to learn more about the topics discussed by visiting the show’s website.
A push for audience engagement with the webinar and an invitation to explore the benefits of real estate investing as a path to financial freedom.

Conclusion:

Mischa Zvegintzov's journey from overcoming personal challenges to becoming a beacon of hope and expertise in the real estate community serves as a central theme of the episode.
Dr. Lomax and Mischa’s conversation not only provides hope for those in recovery but also solidifies the bridge between personal development and professional growth through real estate investing.

Remember to tune in for more episodes of “Real Estate Investing Abundance” and join the community of investors who are making a difference while building wealth.

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Introduction:

Welcome to another episode of “Real Estate Investing Abundance,” where we explore ways to enrich your life through real estate investing.
Today’s guest is Andrew Kim, CEO and founder of Share, a company revolutionizing passive real estate investment for financial independence.

Andrew Kim’s Background:

Andrew’s journey began in a low-income family, teaching him the value of financial stability early on.
His entrepreneurial ventures in Silicon Valley further reinforced his financial lessons, shaping his approach to real estate investment.

Share’s Innovative Services:

Share employs AI technology to create customized investment strategies based on individual financial situations, risk profiles, and preferences.
The company primarily serves middle management families and entrepreneurs seeking to create generational wealth.

Educational Platform and Personalized Guidance:

Share offers an extensive education platform complete with tools and resources for investors.
Investors receive personalized support through one-on-one calls, covering everything from financing to long-term asset management.

Operational Strategies:

The company operates in landlord-friendly states and partners with large institutions for better property management.
Share assists clients with purchasing, renovating, leasing, and managing real estate assets, with a focus on a fixed fee structure for transparency.

Adapting to Market Challenges:

Share adapted its business model in response to high-interest rates and pandemic-related operational challenges.
The shift from holding assets to providing educational resources and sourcing reflects the company’s flexibility and commitment to meeting client needs.

Clientele and Services:

Share’s client base primarily includes investors from coastal states like New York and California, seeking profitable investments outside their local markets.
The company offers comprehensive services, including tax filing and insurance, alongside its investment guidance.

Industry Insights:

A mention of a congressman’s real estate proposal suggests a need for actionable policies over performative politics in the real estate sector.

Additional Resources:

The episode promotes an upcoming real estate investing webinar for listeners to gain further insight.
Steve Tucker Capital is highlighted as a resource for achieving financial independence through passive real estate investing, with a unique angle of supporting equine activities.

Conclusion:

For more information and resources, visit stevetucker.com and learn how to build your real estate investment portfolio for long-term wealth.
Stay tuned for more expert insights on “Real Estate Investing Abundance.”

Call to Action:

Don’t forget to subscribe for more episodes and visit our website to join our community of abundant real estate investors.

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Welcome to another enlightening episode of Real Estate Investing Abundance. In this episode, we’re thrilled to have Alex Kingman from KGI Capital join us as we delve into the strategies for mitigating risks when it comes to passive investments in multifamily real estate. Here are the highlights of what you can expect from today’s discussion:

Introduction to Alex Kingman: Get to know Alex Kingman, the director of investor relations at KGI Capital, who has a compelling backstory and a strong passion for helping individuals achieve financial freedom through real estate investments.
The Sophomore Year Turning Point: Alex shares a personal and pivotal experience from her high school years that had a profound impact on her future career choices and personal development.
Battling Depression and Overcoming Obstacles: Listen as Alex recounts her struggles with depression during her formative years and the proactive steps she took towards recovery, setting the stage for her future success.
KGI Capital’s Investment Focus: Discover how KGI Capital specializes in turning distressed properties into lucrative investments, particularly in the Southwest and Midwest regions, boasting a portfolio that exceeds $30 million.
Strategies for High Net Worth Individuals: Alex provides valuable insights into how high net worth individuals can utilize apartment building investments to not only decrease their tax burden but also increase their passive income.
Risk Minimization in Multifamily Investments: Delve into the specific tactics that can be employed to minimize risks associated with passive multifamily real estate investments, ensuring more secure and profitable outcomes.
The Power of Self-Improvement: Hear about the importance of personal development and how dedicating time to better oneself each day can have a transformative effect on both personal and professional life.
Taking Control Over Your Life: Learn from Alex’s experiences on how investing in real estate can offer individuals more control over their time and life choices, leading to a more abundant and fulfilled existence.

This episode is a must-listen for anyone interested in passive real estate investments or looking for inspiration on how personal growth can align with professional success. Join us as we uncover the secrets to managing risks and reaping the rewards in the multifamily real estate market with our esteemed guest, Alex Kingman.

Remember to Subscribe and Leave a Review: If you enjoyed the episode, don’t forget to subscribe and leave us a review. Your feedback helps us bring more value to our listeners!

Stay tuned for more episodes of Real Estate Investing Abundance where we help you cultivate wealth, harmonize prosperity, and live a life in alignment with your values.

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In this episode, we delve deep into the world of substantial investment opportunities and the compelling benefits of participating in syndicated deals. Our main theme revolves around the powerful strategies investors can employ to enhance their financial portfolio, including:

Cost Segregation & Depreciation:
- Learn how aggressive depreciation and cost segregation can lead to significant early losses.
- Discover how these losses can be used strategically to offset passive income, leading to substantial tax benefits.
Legal Tax Mitigation & Asset Protection:
- Explore the use of LLCs and irrevocable trusts as mechanisms for reducing tax liabilities and safeguarding assets.
- Understand the critical role of net worth and adjusted gross income in determining the necessity for trusts in your investment strategy.
Systematic Investment Analysis:
- The episode stresses the importance of a methodical approach to understanding investments and the potential impacts on your financial goals.
Financial Industry Marketing Practices:
- Get insights into the marketing tactics used within the financial industry, with a focus on trademark terms and how they may affect investor perception.
Real Estate Investing Insights:
- Steve Tucker Capital makes a guest appearance to share invaluable knowledge on real estate investing through his podcast.
- Listeners are also invited to an exclusive webinar that further explores the nuances of the real estate market.
Engaging with Our Content:
- We encourage our audience to actively engage with our content by liking, sharing, and subscribing to the podcast.
- Help us grow and improve by leaving your ratings and reviews on Apple Podcasts.

Stay tuned as we dissect these topics and offer actionable advice for investors seeking to maximize their returns through syndicated deals and sophisticated tax strategies. Whether you’re new to investing or looking to refine your portfolio, this episode is packed with essential information to help you navigate the complexities of investment and tax planning. Don’t miss out on the knowledge that could elevate your investment game!

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Jordan is celebrated as one of Windsor's top realtors. He's a family man at heart and a believer in authenticity. He has extensive experience in investing, both with success and navigating pitfalls within the industry.

Main point:

Why do exit strategies matter?
Is it still wise to invest in today's market?
What would you have done differently if you'd had a crystal ball?
How does your perception of the value of money change how you use it?
Do you regret your decisions as an investor in the past two years?
How do you qualify risks you're willing to take?

Connect with Jordan Silvester:

Book a call for strategic planning for your next investment: https://calendly.com/jordan-silvester
jordan@silvesters.ca
https://www.facebook.com/jordan.silvester.3
https://www.instagram.com/silvesters.ca
https://www.linkedin.com/in/jordan-silvester/
https://www.tiktok.com/@jordan_silvester
https://www.youtube.com/@Jordan.Silvester
http://jordansilvester.com

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Julian Vogel has work over $11,000 million in real estate transactions and originated debt and equity for almost every commercial asset type and scenario. Julian Vogel began his career in a boutique sales brokerage, called Eastchester Equities, located in Eastchester, NY. During his time there, he was mentored by the head broker in capital structuring and acquisitions. The brokerage was focused on the tri-borough markets. From there Julian went to Deerwood Capital, which was rated in the top 15 commercial mortgage brokerages in the United States for three years in a row. While at Deerwood, Julian worked on over $250 million dollars of real estate transactions and originated debt and equity for almost every commercial asset type and deal scenario. After spending nearly 3 years at Deerwood, Julian started his own commercial mortgage and equity brokerage called Return Capital, LLC. While running Return Capital, Julian worked on $300 million dollars’ worth of commercial real estate deals and structured and originated both debt and equity for his clients over a 3-year period. Julian joined Colony Hills in 2019 and has since been instrumental in successfully sourcing and structuring approximately $624 million of debt and equity for both acquisitions and for the first and second Catalyst Real Estate Funds.

Main point:

What is neutral or positive leverage?
How can a passive, inexperienced investor, quickly figure out if a deal is conservatively underwritten or not?
How does your team decide what deals or markets to invest in?
What are the real estate investment vehicles that Colony Hills offers?
How does an investment waterfall work?

Connect with Julian Vogel:

Check out our website and our Fund III!
julian.vogel@colonyhillscapital.com
https://www.linkedin.com/in/julian-vogel-5b855930/
http://www.colonyhillscapital.com

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Marcus is an intentional husband, father, and founder of A Long Legacy Capital. Following a 21 year career as a Naval Officer, he leveraged his nearly two decades of real estate investing experience to continue a life of service to educate and bring opportunity to others.

Main point:

After over two decades in the military, why did you become a full time real estate investor?
Were there lessons from the military that have translated to your real estate investing journey?
Why should those that are busy professionals or not interested in being an active investor consider passive investing in real estate?
What do you or your team do that you believe makes you different from others in the same profession?
What are the first steps someone should take if they are interested in passively investing and understanding if these investments are a good fit for them.
A lot of these are focused around benefits to or relationship with passive investors, but I am happy to discuss any other questions that you think would be useful for your audience including communication, systems, processes, etc.

Connect with Marcus Long:

https://alonglegacy.com/connect/
marcus@alonglegacy.com
https://www.facebook.com/marcus.long
https://www.instagram.com/marcus.l.long/
https://www.linkedin.com/in/marcus-long-22278391/
https://alonglegacy.com/

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Former Career Firefighter with Baltimore City turned Real Estate Investor. We have grown our portfolio to over $70mm of assets with a concentration on Self Storage and Multi Family
Main point:

Benefits of Self Storage
How To Grow An Orginization
How To Raise Private Capital For Your Deals
Can you share your journey from being a career firefighter in Baltimore City to becoming a real estate investor? What inspired you to make this transition?
What factors led you to concentrate your real estate investments in self-storage and multi-family properties? Are there specific advantages or strategies you find particularly compelling in these asset classes?
Growing a real estate portfolio to over $70 million is a significant achievement. Could you outline some key milestones or strategies that contributed to this growth?
Self-storage is often considered a unique niche in the real estate industry. What drew you to this asset class, and what are the challenges and opportunities you've encountered while investing in self-storage facilities?
Multi-family properties are a popular choice for real estate investors. What approaches or tactics have you used to successfully manage and grow your multi-family portfolio?
Can you share a specific success story or deal that was instrumental in expanding your portfolio? What made it stand out, and what lessons did you learn from it?
With your background as a firefighter, do you find any unique skills or perspectives from your previous career that have been valuable in your real estate investments?
Real estate investing often involves various financing and funding strategies. How have you secured financing for your portfolio's expansion, and do you have any tips for others looking to finance their real estate investments?
Property management is a critical aspect of real estate investing. How do you approach property management, especially when dealing with a diverse portfolio of self-storage and multi-family properties?
What are your thoughts on market cycles and risk management in real estate investment? How do you adapt your strategy to changing market conditions?
Are there any specific geographic regions or markets that you prefer for your real estate investments, and if so, what factors influence your selection of these areas?
As someone who has transitioned from a different career, what advice would you give to individuals considering a similar shift into real estate investment? What skills or knowledge do you believe are essential for success in this field?

Connect with Ian Horowitz:

See how we co-invest on our deals at www.equitywarhouse.com
ian@equitywarehouse.com
https://www.facebook.com/equitywarehouse
https://www.facebook.com/equitywarehouse
https://www.linkedin.com/in/ian-horowitz-255185106/
https://www.linkedin.com/in/ian-horowitz-255185106/
https://www.youtube.com/@EquityWarehouse
http://www.equitywarehouse.com
Podcast-Real Estate Reserve Podcast

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Clear Investment Group invests in large distressed multi-family complexes throughout the country. Amy Rubenstein's portfolio includes multi-family properties, retail and office. She specializes in creative structuring and stabilization, maximizing the ﬁnancial performance and the revitalization of acquired assets.

Main point:

Could you tell us more about Clear Investment Group's approach to investing in distressed multi-family complexes? What sets your investment strategy apart from others in the industry?
In your portfolio, you mention that you invest in multi-family properties, retail, and office spaces. How do you balance your investments across these different asset classes, and what factors influence your decision-making in each area?
Can you share a specific example of a successful creative structuring and stabilization project you've worked on in the past? What challenges did you face, and how did you overcome them?
Revitalizing acquired assets is a key part of your specialization. What strategies do you employ to enhance the value and financial performance of these properties once they are acquired?
What are some of the most significant trends you've observed in the multi-family real estate market in recent years? How do these trends impact your investment decisions?
Clear Investment Group invests nationwide. How do you assess and select potential investment opportunities in different regions, considering the diverse real estate markets across the country?
When evaluating potential investment properties, what criteria do you prioritize, and what due diligence processes do you follow to ensure the viability of an investment?
Can you provide insights into the role of sustainability and environmental considerations in your investment decisions and property management practices?
In your experience, what are the key challenges and opportunities in the current real estate market, and how has the industry evolved during your career?
Are there any particular markets or regions that you find particularly promising or challenging for real estate investment at the moment?
How do you stay updated on industry trends and market dynamics to make informed investment decisions? Are there specific resources or strategies you find particularly valuable?
What advice would you give to individuals or organizations looking to get involved in real estate investment, especially in the multi-family sector? What are some common pitfalls to avoid?

Connect with Amy Rubenstein:

www.clearinvestgroup.com We are heading to the close of raising on our current Fund. We have already allocated just under 50% of the total fund.
amy@clearinvestgroup.com
https://www.linkedin.com/company/clear-investment-group/
http://www.clearinvestgroup.com

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Mr. Richter, with extensive experience in investor relations and asset management, directs strategic initiatives at Interwest Capital. Formerly at Davlyn Investments, he managed $85 million in equity placement and led ESG initiatives. His multifamily industry expertise includes roles at Holland Residential, Pinnacle International, and UDR overseeing a diverse San Diego portfolio. Mr. Richter provides strategic direction on matters affecting investor communication, capital markets, and functions as a liaison to new investors. Prior to joining Interwest Capital, Mr. Richter served as the Director of Investor Relations and Asset Management at Davlyn Investments where he oversaw the placement of over $85 million in equity as well as spearheaded the implementation of portfolio wide ESG initiatives. Before Davlyn, Mr. Richter spent his entire professional career learning the intricacies of the multifamily management and investment industry from the ground up working for national operators such as Holland Residential and Pinnacle International and UDR, one of the nation’s largest REITs where he oversaw their San Diego portfolio which consists of both mid-rise and high-rise, class A apartments.

Main point:

How has investment appetite changed over the past 14 months.
Have you experienced a change in Capital Flow on both the institutional and Retail investor side.
Where do you see opportunity in this new economic Landscape?
How has your strategy Shifted?
Are there Markets/Asset classes that you think are particularly interesting right now?
What are some Challenges in the multifamily space?

Connect with Peter Richter:

Reach out to me to discuss anything multifamily related and get added to our list to receive upcoming investment opportunities.
peter@interwestcapital.com
https://www.linkedin.com/in/peter-richter-84081382/
http://Interwest Capital Group

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Chris Prefontain is a 3-time bestselling author who has been through several real estate cycles. He understands the challenges of real estate investing and is ready to give us clarity on how we can successfully navigate the constantly changing real estate investment environment.

Main point:

What does it mean to buy and sell real estate on terms?
With subject to how do you handle the due on sale clause
Does someone have to be full-time to do this business
How can someone transition to full-time if they want to
How would you compare this type of real estate investing to flipping, rehabbing, wholesaling, or even renting apartments?
Is now a good time to invest in real estate and what are your predictions on the market?
You trademarked 3 Paydays. Can you explain?
How do you control 60-80 million of real estat4e with your Wicked Smart Community with little to no money down and not signing on loans?

Connect with Chris Prefontaine:

www.wickedsmartbooks.com/abundance1
chris@smartrealestatecoach.com

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As Head of Investor Relations at Circuit City, Josh Ziegelbaum is responsible for managing investor communications, capital commitments, individual and commercial relationships, as well as overall support of the company's growth initiatives.

Main point:

How did you go about relaunching an iconic brand in pursuit of disrupting the consumer electronics industry?
How can an eCommerce platform do $120M in revenue when directly competing with Amazon?
What is Powered by Circuit City and planned growth through strategic partnerships (JCPenney, etc.)?
The future for third-party sellers on eCommerce platforms
How is Circuit City using AI to give customers a curated path to purchasing the right products?
Can you explain the evolving customer expectations in the consumer electronics and eCommerce industries?
What are the paths to liquidity for Series A investors?

Connect with Josh Ziegelbaum:

Circuit City's Series A funding round is now open for investment. Investors are forecasted to realize a 7.35x equity multiple on invested capital through a 2028 exit. Visit invest.circuitcity.com for more information.
josh.ziegelbaum@circuitcity.com
https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
https://invest.circuitcity.com/

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Vessi Kapoulian is the Founder of Dream Believe Achieve Capital Group, a real estate investment company based in Los Angeles, CA. Vessi helps busy professionals who are tired of working 60+ hours a week create passive income streams to reach their goal of leaving a legacy for their families, diversifying their investments from the stock market, and achieving tax efficiencies.

Main point:

Topics I can cover include:
Underwriting (especially in the current environment),
Making the transition from residential to multifamily investing
Investing out of state,
Leveraging my lender background in analyzing deals as an investor,
Investing in RE and managing a portfolio while working a full time W2 job,
Creating various income streams,
Retiring early from my W2 through real estate
Or simply having discussion on current markets and navigating through those.

Connect with Vessi Kapoulian:

Download a complimentary digital book copy at https://21042267.hs-sites.com/multifamily-digital-book
vessi@thevessik.com
https://www.facebook.com/groups/915203942803851
https://www.linkedin.com/in/vessi-kapoulian/
https://www.youtube.com/channel/UC7Gvm6hGGKGHSerXCTj8H4w
http://www.dbacapitalgroup.com

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Zach Winner is a founding partner and the CEO of Prosperity CRE, a private equity firm specializing in providing passive investment opportunities in multifamily apartment complexes.

Main point:

When and how did you start investing in real estate?
Why did you transition from owning and renting single family homes to large apartment complexes?
What is your strategy and business plan when buying large apartment complexes?
What markets in the US are you targeting and why?
What are the main benefits your investors receive when they invest with you?
Real estate is one of the most tax-advantaged investment vehicles. What tax strategies do you employ?

Connect with Zach Winner:

For more information on Prosperity CRE, go to our website, ProsperityCRE.com. Also, connect with Zach on LinkedIn at https://www.linkedin.com/in/zachwinner/
zw@prosperitycre.com
https://www.linkedin.com/in/zachwinner/
http://ProsperityCRE.com
Podcast- 10X for Gen X, Y, Z

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By focusing on Total Cost of Ownership, Andy has helped add over $5 million dollars in recurring, annual Net Operating Income and over $70 million dollars in asset value for his clients.

Main point:

What is The Total Cost of Ownership Method?
How can using Total Cost of Ownership in decision making help increase Net Operating Income?
What specific things do you see that consistently cost owners more money?
What can they do to fix it?
Does your process involve cutting headcount or laying people off?

Connect with Andy McQuade:

Please subscribe to the YouTube Channel for the latest podcast episodes https://www.youtube.com/channel/UC3PYpcMNzSbggRb41MyF4og?sub_confirmation=1&feature=subscribe-embed-click?sub_confirmation=1
andy@andymcquade.com
https://www.facebook.com/McQuadeAndy
https://www.instagram.com/McQuade_Andy
https://www.linkedin.com/in/andymcquade/
https://twitter.com/Andy_McQuade
https://youtube.com/@tcomethod
https://armcompanies.com
Podcast-The TCO Method

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Anthony Simonie, a seasoned entrepreneur, helps businesses scale profits with a no-BS marketing and sales approach. Expert strategist.
Donald Stojack, a renowned strategist with a 40-year track record, collaborating with industry luminaries, enhancing business profitability.

Main point:

How do you use LinkedIn to help RE syndicators find potential investors?

Questions for Anthony Simonie:

Can you share a specific example of how your "no-BS approach" to marketing and sales has helped a business scale its profits?
Given your experience in building both online and offline businesses, what key insights do you believe are universally applicable for business growth in today's market?
How do you identify and capitalize on new and hidden profit opportunities for your clients, and what role do systems and processes play in this approach?
With your extensive background, could you highlight a challenging situation you encountered while helping a business grow, and how you navigated through it?
You've co-founded four successful online consulting and training companies. What lessons have you learned from these ventures that have shaped your current strategies for helping clients?

Questions for Donald Stojack:

With a background in the professional concert hall music world, how has your creative thinking from that realm influenced your approach to business strategy?
You've collaborated with notable figures like Chet Holmes and Tony Robbins. How has working with such influencers shaped your perspective on business success?
Can you provide insights into how you help business owners maximize their online presence and leverage LinkedIn for growth?
As an independent consultant, what specific areas do you focus on when advising business owners in terms of sales, marketing, and system optimization within online digital content marketing?
How do you bridge the gap between visionary ideas and tangible profitability for entrepreneurs, considering both the digital landscape and traditional business spheres?

Connect with Anthony Simonie & Donald Stojack:

Book a complimentary LinkedIn Profile optimization session Text the word GUIDE to 737-373-4989 CEsession.com/book-session
https://clientelevator.com/
https://www.linkedin.com/in/anthonysimonie/
https://www.linkedin.com/in/donaldstojack/

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Dave is the co-founder and partner at Greenleaf Capital Partners, where he leads the integration and growth of the investment and operational aspects of a full service real estate firm. Greenleaf acquires, operates and services all of the investments it makes and is committed to long term cash flow driven investing.

Main point:

Comparing investment risks and strategy across multifamily to other asset classes
Boots on the ground experience with tenants and how they impact investment returns
Any topics related to the real estate operations, investing as the GP or LP, finding an opportunity or how to compare investment opportunities
Understanding 1031 Exchanges and TICs / drop and swap strategies
Can I operate myself and should I?
Physical value added vs structure value added through leasing and tenant mixes
What operational metrics impact investment returns the most – what am I not seeing that I need to see
Syndications – what to look for in GP
QOZs - how these have changed from 2019 and vision for 2026

Connect with Dave Codrea:

https://www.gogreenleafmanagement.com/
amy@greenleafmgmt.com
https://www.linkedin.com/company/greenleaf-management-llc/
https://www.linkedin.com/in/davidcodrea/
https://www.gogreenleafmanagement.com/

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Calvin Roberts is principal of Falcon Insurance Agency of Michigan and an avid real estate risk management enthusiast.

Main point:

What are the precipitant causes of the calamity found currently within Property and Casualty Insurance markets?
What P&C trends should multifamily operators expect to see in years to come?
How can I best insulate my multifamily operation from marketplace dysphoria?
How can I tap into P&C as a revenue stream for my operation?
How can I reduce my current and future cost of Insurance?
What is your approach to providing M&A pre-acquisition insurance guidance, and how does it differ from traditional insurance services?
Can you share examples of successful risk management strategies you've implemented for real estate investors in the multifamily and commercial real estate sectors?
How do you stay updated on industry trends and changes in insurance regulations, and how does this benefit your clients?
Could you provide insights into common challenges real estate investors face in terms of insurance, and how you address these challenges?
What sets Falcon Insurance Agency apart as a boutique brokerage, and how does your personalized service benefit clients in the multifamily and commercial real estate space?
How do you navigate and adapt to the evolving landscape of insurance for real estate investments, especially considering changing market conditions?
Can you share a specific case where your creative risk management approach made a significant impact on a client's real estate investment?
In what ways do you collaborate with clients to tailor insurance solutions to their specific needs and goals?
How do you ensure transparency in the insurance placement process, and what steps do you take to educate and empower your clients in their risk management decisions?
As a trusted resource in real estate risk management, how do you foster long-term relationships with your clients, and what value do you aim to consistently deliver to them?

Connect with Calvin Roberts:

Outside the box risk management consultation for large multifamily acquisition firms.
calvin@falconinsagency.com
https://www.facebook.com/calvinroberts734/
https://www.linkedin.com/in/calvinroberts810/
http://Falcon Insurance Agency of Michigan

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Dr. Jason Balara, CEO of Lark Capital Group, is a veterinary surgeon turned real estate syndicator. Focused on Class B/C multifamily and small businesses, he aims for strong investor returns. Lark's Veterinary Impact Fund addresses high suicide rates in the veterinary community, promoting financial wellness and awareness through partnership with Not One More Vet.

Main point:

Background and Career:
Can you share a bit about your journey from being a veterinary surgeon to becoming the CEO and Co-founder of Lark Capital Group?
How has your experience and training as a veterinary surgeon influenced your approach to real estate syndication and fund management?
Investment Focus:
What led you to focus on Class B and C multifamily properties and small businesses in your real estate investment strategy?
How do you identify opportunities in these sectors, and what factors do you consider essential for achieving excellent returns for your investors?
Lark Veterinary Impact Fund:
Could you elaborate on the motivation behind creating the Lark Veterinary Impact Fund?
How does the fund aim to address the disproportionately high suicide rates within the veterinary community?
Can you share specific initiatives or strategies that the fund is employing to promote financial wellness among veterinarians?
Partnerships and Awareness:
You mentioned a partnership with Not One More Vet. Could you provide more details on how this partnership contributes to the goals of the Lark Veterinary Impact Fund?
In what ways is Lark Capital Group raising awareness about the challenges facing the veterinary profession?
Podcast:
As the host of the Know Your Why Podcast, what topics or themes do you explore, and how does the podcast contribute to your mission and vision?
Can you share any memorable experiences or insights gained through conversations on your podcast that have influenced your work at Lark Capital Group?
Future Goals:
What are your future goals for Lark Capital Group, both in terms of real estate investments and the impact fund?
How do you envision the long-term impact of your work on the financial wellness of veterinarians and the veterinary community?

Connect with Jason Balara:

Please visit our website www.larkcapital.com
jason@larkcapital.com
https://www.facebook.com/jason.balara
https://www.instagram.com/larkcapital/
www.linkedin.com/in/jasonbalara
https://www.youtube.com/channel/UCwo31v7LDefxnE0jJd3YXEQ
https://www.larkcapital.com/
Podcast-Know Your Why Podcast

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Chris Price serves as a pharmaceutical executive at a top 15 pharmaceutical company.
Beyond his corporate role, Chris is the CEO of Red Fox Multifamily, a real estate investment company offering hands-off commercial real estate investment opportunities to safeguard the retirements of life science industry professionals. Chris is a seasoned accredited real estate investor, and has investments in over 602 rental units. He passionately engages in empowering others through real estate investing.

Main point:

Why pharmaceutical industry professionals
should passively invest in real estate?
How to invest in real estate with your retirement accounts?
How to invest in real estate with your cash value life insurance policies?
How to invest in real estate with your home
equity to create passive income streams?
How many ways can real estate pay you?
How do I passively invest in real estate safely?
How to actively invest in real estate while
leading a successful career as a corporate
executive?

Connect with Christopher Price:

Watch my free online training at: https://www.redfoxmultifamily.com/webinar/
chris@redfoxmultifamily.com
https://www.facebook.com/profile.php?id=100074394190238
https://www.instagram.com/therealchrisprice/
https://www.linkedin.com/in/christopherpricemba/
@ChrisPrice1101
https://www.youtube.com/channel/UCb4b0a8JAPoalzWnjdZXJgw
Wealth Mindset & Real Estate Investing
http://Red Fox Multifamily, LLC

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Rod Lockett is a multi-family syndicator and real estate investor with more than 12 years experience in construction. Over the last 5 years, Rod has rehabbed and turned over hundreds of apartment units. He now helps working and retired professionals invest in the purchasing of large-scale, multi-family apartment complexes as a limited or general partner - and helps them earn passive income and create wealth for their family now and long after they are gone.

Main point:

Why having large amounts of equity in your primary home does not necessarily benefit you.
How you can use your self directed IRA to make even more money tax free.
How it is easier than you think to be able to own a part of a large income producing apartment complex.

Connect with Rod Lockett:

I would love to connect with you about how I can help your audience enjoy a passive, tax-free income. Just respond to this email letting me know when you’re available or you can schedule a call with me here. https://invest4lt.com/#308958bf-6bcf-43bf-b6c9-fc714a8ded7b
rod@invest4lt.com
https://www.linkedin.com/in/rod-lockett-28475b161?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
http://invest4lt.com

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Chip Fisher is an experienced executive with a demonstrated history of working in the medical device industry. He is a strong business development professional skilled in Negotiation, Business Planning, Coaching, Medical Devices, and Entrepreneurship. Recently he started a niche life consultancy practice working with Nextgens who’ve inherited wealth and are trying to understand the philosophical principles of this privilege and responsibility.

Main point:

What motivated you to focus specifically on Nextgens who've inherited wealth and are still determining some of the philosophical responsibilities?
Can you provide a brief overview of the five critical philosophical perspectives you work on in your consultancy with Nextgens, who've inherited wealth?
Could you share a memorable experience or success story from your consultancy work with Nextgen inheritors of wealth?
You frequently lecture at wealth conferences. What are some common themes or insights you experience from these occasions?
What challenges and opportunities have you encountered in growing an international practice, and how do you navigate them?
In your consultancy practice, what do you find most enjoyable about your work with the next-gen inheritors of wealth?
In your own life, how do you balance the philosophical aspects of inherited wealth with the practicalities of wealth management?
What is the best way to find additional information for those interested in learning more?
What advice would you give to individuals who have developed their wealth rather than inheriting it as they navigate the philosophical complexities of wealth management?
Fisher Wallace Symulator?

Connect with Chip Fisher:ursusadvisory@gmail.com

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Matt is a retired corporate executive who transitioned to full time real estate investor. His investment portfolio includes over 2,000 units of multifamily apartments and many other alternative asset classes.

Main point:

How did you transition from corporate executive to real estate entrepreneur?
How does someone get started passively investing in real estate and alternative assets?
What are the critical stats you must review before investing in any opportunity?
What key lessons have you learned as a savvy investor?
Why should you have investments outside of Wall Street?

Connect with Matt Hansen:

www.HansenHoldings.com
matt@hansenholdings.com
https://www.facebook.com/matthew.hansen.52056
https://www.linkedin.com/in/matthewhansen11/
http://www.hansenholdings.com
Podcast-Better Returns: Invest Like a Pro

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Trader since 1997. Owner of Maverick Trading, a US based prop firm. New YouTube project called Flat Earth Trading Society where trades are made by random and we profit from strict position management

Main point:

Why did I start it?
Why is trading so difficult?
What can new traders do to succeed?
What can old traders do to succeed?
What has it been like to trade through dot.com bubble, Great recession and Covid?

Connect with Robb Reinhold:

Subscribe to YouTube channel and look into prop trading with Maverick Trading and/or Maverick Currencies
robb@mavericktrading.com
@mavericktrading
@maverick-trading
Maverick Trading
@mavericktrading
@flatearthtradingsociety
http://www.mavericktrading.com

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Shawn is the founder of Golden Oak Real Estate Investments. He's focused on acquiring Mobile Home Parks and RV Parks. He improves those communities while helping investors diversify their portfolio outside of Wall Street.

Main point:

Why is it a good time to invest in real estate?
How do you make money in mobile home communities?
What are some challenges of owning a mobile home community?
What is a syndication?
How much does it take to get started to invest in a syndication?
Why should busy professionals passively invest?
What are the tax benefits of real estate investing?

Connect with Shawn Dwyer:

Book time on my calendar if you are interested in investing in mobile home communities. https://calendly.com/shawn-dwyer-mgg/virtual-coffee. I can also send you a QR code to post with the podcast too.
shawn.dwyer@goldenoakrei.com
www.linkedin.com/in/shawn-dwyer-go
https://goldenoakrei.com/

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Dave Foster is the Founder and CEO of The 1031 Investor, a Qualified Intermediary of the 1031 Exchange, and has 20+ years of experience working in all phases of real estate investing.

Main point:

1031 Exchange Basics: How to keep your taxes working for you with a 1031 Exchange
Time is your greatest commodity: Uncomplicated your portfolio less is more - consolidate your investments to maximize your return with minimal effort using the 1031 exchange
How to transition from active to passive investing using 1031 exchanges
How to profit in the transition: Navigate your portfolio in a downturn market
The portfolio impact of investing with or without a 1031 Exchange
When and why to use an Exchange
The Six Requirements of any Exchange
How to recognize and avoid common 1031 issues
What are the latest legislative updates for the 1031 exchange
What are the current market trends

Connect with Dave Foster:

I have a newly published book, Lifetime Tax-Free Wealth: The Real Estate Investor's Guide to The 1031 Exchange https://a.co/d/1hHQ9WG
events@the1031investor.com
https://www.facebook.com/DaveFoster1031
https://www.instagram.com/davefoster1031/
https://www.linkedin.com/in/davefoster1031/
https://twitter.com/DaveFoster1031
https://www.youtube.com/c/The1031Investor
https://www.the1031investor.com/

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Nathan is passionate about mortgage notes and it's unique approach to real estate with its multiple exit strategies and win-win situations. He is excited to take the roller coaster out of investing for his passive investors and allow them to sit back and enjoy the ride.

Main point:

How did you get started in real estate?
What is a note?
How do you make money with notes?
Why notes instead of traditional real estate?
What happens if someone stops paying their mortgage?
How can people get involved?

Connect with Nathan Turner:

https://earnestinvesting.com/consultation
nathan@earnestinvesting.com
https://www.facebook.com/nathan.turner.35110
www.linkedin.com/in/nathan-turner-a9a1b510
http://www.earnestinvesting.com

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Kelly Koontz is the President of Submeter Solutions. A company that helps maximize investors' Return On Investment through sub-metering and billing services.

Main point:

How do I recover all my utility costs and have my tenants pay for exactly what they use?
How do I divide up my utility costs effectively without it taking a ton of time?
I only have one city bill for water and sewer, how I do divide it up between my residents?
Can the sub metering technology help to discover water leaks?

Connect with Kelly Koontz:

Schedule a free consultation: submetersolutions.com/podcast
https://www.linkedin.com/company/submetersolutions/
https://www.tiktok.com/@submetersolutions
https://www.youtube.com/channel/UCy738Q7EsAYxYqi8Zr10X-w
http://submetersolutions.com

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Serena Holmes is a licensed REALTOR®, real estate investor, author of the book “The Accidental Entrepreneur”, host of the “Inspired to Invest” podcast and former CEO of Tigris Events, a multi-award winning brand experience agency she ran for 18 years.

Main point:

How did you start investing in real estate?
What lead you to private lending?
What kind of due diligence do you perform when considering a lend?
Have you ever had anything go wrong with a lend?
What should a borrower do to make a lender feel more comfortable?
You’re also an author. What inspired you to write and publish The Accidental Entrepreneur?
What’s next for you?

Connect with Serena Holmes:

I can provide a digital copy of my book The Accidental Entrepreneur. They can email me at serenaholmesauthor@gmail.com
info@serenaholmesrealtor.com
https://facebook.com/serenaholmesrealtor
https://instagram.com/serenaholmesrealtor
https://www.linkedin.com/in/serena-holmes-realtor-author-ceo/
https://tiktok.com/@serenaholmesrealtor
https://twitter.com/serenahrealtor
https://www.youtube.com/channel/UCEgqfDTEG7o27EKnQj3O-hA
https://linktr.ee/serenaholmes
Podcast-Inspired to Invest

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Joshua Kagan is the CEO of Bonfire - a real estate tokenization platform. Prior to starting Bonfire, Joshua worked in leadership roles in proptech/fintech for 12 years (Atlas Capital, Carbon War Room, CleanFund) while also building out a portfolio of single family rentals.

Main point:

What is tokenized real estate
Why does it matter
Is now a good time to invest in commercial real estate
How are you different than platforms like Crowd street

Connect with Joshua Kagan:

Sign up today and get $100 of free real estate
joshua@bonfire.capital
https://www.facebook.com/joshua.kagan
https://www.linkedin.com/in/joshuakagan/
https://twitter.com/JoshuaKagan1
http://www.bonfire.capital

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Jennifer is an ex-corporate brand marketer, turned entrepreneur and fierce financial literacy advocate. She is the Co-Founder and COO of Madison Investing and sits on the board of the Bay Area Financial Education Foundation.

Main point:

What was the defining moment that led you to leave your corporate career and start your entrepreneurial journey?
In what ways did your corporate background prepare you for the challenges and opportunities you encountered as an entrepreneur?
What advice do you have for corporate professionals seeking an escape from the rat race and exploring alternative paths?

Connect with Jennifer Morimoto:

Learn more about real estate investing using our free online course, Blueprint, by visiting: madisoninvesting.com/blueprint
jennifer@madisoninvesting.com
linkedin.com/in/jmorimoto
@jennmorimoto
http://madisoninvesting.com

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Braedon Hebert spent the first part of his career at a “Big 4” accounting firm and in finance at Canada’s 2nd largest telecom & media company. He left the safe path to pursue his entrepreneurial passion! Condo Works is his latest adventure, which combines his knowledge of finance with the growing real estate market to help property management companies automate their processes!

Main point:

How do you go from being an Accountant to co-founding a tech startup?
How do you see the use of technology to separate the good companies from the great?
What are some of the biggest challenges that property management clients face with technology?
What sets your company apart from other accounts payable firms, and how do your services benefit property management clients?
Can you give us an example of a property management client that you've helped in the past, and how your services made a positive impact on business?
Looking ahead, where do you see property management accounting going in the next 5-10 years?

Connect with Braedon Hebert:

If interested in taking the pain out of accounts payable, book a meeting with us at https://www.condoworks.co/demo
braedon@condoworks.co
https://www.linkedin.com/company/condoworks/
http://CondoWorks

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Flip & Dani Lynn Robison are the Co-Founders of the Freedom Family of Companies. They have bought and sold over 1,200 properties and have acquired over 600 multifamily units. Most well known for their very first 56-unit apartment complex nicknamed “Drugs, Thugs & Bugs”. While every possible thing that could go wrong felt like it did, their grit won the day and rewarded them with over $2 Million dollars in profit in 21 months. Together they are hosts of “The Freedom Show”.

Main point:

Tell us about your story and the Freedom Family of Companies…
I imagine you have lots of investment options, what is your most popular investment option in today’s market and why?
What other opportunities do you have?
What is the minimum investment?
Do you have to be accredited?
What are the top 3 questions you get from new investors?
What is the best way for people to reach out to you to learn more?
Tell us more about the book you just published titled "GET REAL"?

Connect with Flip and Dani Lynn Robison:

Connect with us: ChatWithFreedom.com PLUS our Referral Program: Email us at invest@freedomfamilyinvestments.com with the subject line “Referral Program”
dani@freedomfamilyinvestments.com
https://www.facebook.com/FreedomFamilyInvestments
https://www.instagram.com/freedomfamilyinvestments/
https://www.linkedin.com/company/freedomfamilyinvestments
https://www.tiktok.com/@freedomfamilyinvestments
https://www.youtube.com/@TheFreedomShows
http://www.freedomfamilyinvestments.com
Podcast-The Freedom Show

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Stephanie Walter is a wealth strategist, capital raiser, syndicator, author and the CEO of Erbe Wealth. She has been helping her clients to follow the key principles she has learned from her wealthy investors. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming

Main point:

What are some of the money myths you discuss in your book?
What is Tax treatment diversification?
What has been the history of tax rates?
What is the major asset allocation problem for 90% of middle Americans and why that will be a big wakeup call when they retire?
Is it possible to set up a tax free income in retirement? How is this done?
What is sequence of returns risk and why should I care?

Connect with Stephanie Walter:

www.erbewealth.com and https://erbewealth.com/abundance/
skw@erbewealth.com
https://www.facebook.com/erbewealth
https://www.linkedin.com/in/stephanie-walter-057594196/
http://www.erbewealth.com
Podcast-Engineering Wealth Today

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Scott Royal Smith is a real estate investor and asset protection attorney. Scott became an entrepreneur while still in law school, purchasing and running an auto mechanic shop, to pay his way through school. After graduating, Scott began his law career as a high-stakes corporate litigator. He spent the last 10 years analyzing real estate investment and asset protection. Today, Scott is the Founder and CEO of Royal Legal Solutions, a firm he built to offer tax, business, and legal strategies to clients all over the U.S and Canada. He continues to educate the public on asset protection strategies to help circumvent debilitating lawsuits for his clients and will help your audience understand strategies to maximize tax savings and protect them from devastating lawsuits.

Main point:

How can you safeguard your properties from lawsuits?
How can you efficiently use retirement accounts to invest?
What are 10 things you need to know to protect your assets?
What is an entrepreneurial intention?
How are legal, tax, and investment advice all related?
What is the quickest way to create a dream investment team?

Connect with Scott Royal Smith:

Real Estate Investment coaching - https://royallegalsolutions.com/
scott@royallegalsolutions.com, tammy@quotationsmedia.com
https://www.facebook.com/ScottRoyalSmithRLS
https://www.instagram.com/royal.legal.solutions/
https://www.linkedin.com/in/scott-royal-smith/
https://twitter.com/royal_legal_law
https://www.youtube.com/c/RoyalLegalSolutions
http://Royal Legal Solutions
Podcast- Real Estate Nerds

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Niti Jamdar is a founder and owner of Open Spaces Capital and Open Spaces Women. After working for 20 years as an Executive in Product Strategy and Finance for a Fortune 100 company, Niti made the shift to investing and entrepreneurship in 2020. Niti invests in real estate across the USA. He is passionate about helping corporate professionals break the golden handcuffs through the power of real estate investing.

Main point:

Topics Palak and Niti are prepared to speak on:
High earners paradox - why an above average salary keeps folks from building wealth and how to get out of it
How to get started investing part time, to position yourself out of working full time
How to invest in in real estate in 2023
Balancing social impact and profitability
Secrets of Supercharging the BRRRR Strategy
Defining a real estate investing strategy
Biggest Mistakes You Must Avoid In Your Next BRRRR
How to get into bigger and better deals by pivoting strategically
Repositioning Equity by understanding the return on equity
How to build appetite for taking calculated risk
How to overcome fear of investing

Connect with Niti Jamdar:

Purchase the book - https://www.amazon.com/Accelerate-Your-Real-Estate-Hands-Off-ebook/dp/B0C9KLRZF3/ref=sr_1_1?crid=P1U9C6G57TKC&keywords=accelerate+your+real+estate&qid=1689278072&sprefix=accelerate+your%2Caps%2C175&sr=8-1
niti@openspacescapital.com
https://www.facebook.com/openspaceswomen
https://www.instagram.com/openspaceswomen/
https://www.linkedin.com/in/niti-jamdar-a720585/
https://www.youtube.com/@openspaces1251
http://Open Spaces Capital
Podcast- The Wealth Blueprint

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Tia built a clientele, and then an Independent Concierge Real Estate brokerage specializing in the residential waterfront homes of Cape Cod. Working with buyers and sellers who either want to purchase or sell their vacation home on Cape Cod.

Connect with Tia Lilly:

Visit us at PropertyCapeCod.com/Podcast for several offers or to set up a time to meet.
tia@propertycapecod.com
https://www.facebook.com/CapeCodWaterfrontRealEstate
https://www.instagram.com/propertycapecod_water_luxury/
https://www.linkedin.com/in/capecodrealestatebytialilly
http://Property Cape Cod Real Estate

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With his background from 15 years owning national commercial and local residential construction/remodeling companies, Jake Harris created a Next Gen Payment Platform that eliminates STRE$$ and restores TRU$T and $PEED for any Project.

Main point:

Where did the idea for Build Wallet come from?
Why has nothing like this been out before?
What's the biggest adoption push-back you've gotten?
You mentioned Platform - what are the differences between a Platform and Software, and why should anyone care?
How does Build Wallet make money?
I understand you are still early in your roll-out, but do you have any plans for future development improvements?

Connect with Jake Harris:

Book a Demo at www.buildwallet.com
jharris@buildwallet.com
https://www.facebook.com/BuildWallet
https://www.instagram.com/buildwallet/
https://www.linkedin.com/in/jake-harris-985a565/
https://www.buildwallet.com/
Podcast- COMING SOON - Project Cash Flow. Show

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Gven Francisco Sariol is a serial entrepreneur, the CEO of ARC Wealth and author of the upcoming book The Prosperity Blueprint. Gven's education platform ARC Wealth provides its members with the tools, educational resources, knowledge and community to securely access the world of cryptocurrencies and alternative finance. Gven has helped thousands of people learn about alternative finance and create passive income.

Main point:

What is tokenized real estate, how does it work, and where is it going?
How is tokenized real estate different from other block chain currencies we hear about like Bitcoin or Ethereum?
What are the advantages of tokenized real estate investing over traditional real estate investing?
Can you tell me about what happened when you needed to borrow against your home in 2013 and how that experience led you organically to tokenized real estate?
What is security crypto and how is its evolution related to tokenized real estate?
How has crypto's evolution changed now that we have practical applications for it like real estate? Why does that make it similar to the evolution of AI?
Why is lack of education the biggest danger faces by those trying to break into block chain investing?

Connect with Gven Sariol:

Start your journey to financial autonomy with ARCrypto's courses at their website. (https://www.arcrypto.io/courses)
gven@arcrypto.io, olivia.l@kitcaster.com
https://www.instagram.com/WEALTHRENEGADE/
https://www.linkedin.com/in/gven-sariol-81674774/?original_referer=https%3A%2F%2Fwww.google.com%2F
https://www.tiktok.com/@wealthrenegade
https://twitter.com/WEALTHRENEGADE
https://www.youtube.com/@wealthrenegade_
https://www.arcrypto.io/

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Dr. Rob Scranton teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches like scrimping, saving, and denying themselves the lifestyle that they want.

Main point:

How do conventional banks actually work?
Why is a bank a risky place to store your wealth?
How much do I need to start this? Don't I already need to be wealthy?
Does taking loans from my banking system affect my credit score?
What happens to the cash or the loans if I die?
Is it smarter to just buy term and invest the difference?
How can you create economic certainty in the future based on uncertain variables in the present?
How did you first become familiar with this infinite banking concept Dr. Rob.

Connect with Rob Scranton:

Watch our 1hour masterclass on creating your own personal bank at yourfinancialiq.org
rrscranton@gmail.com
https://www.tiktok.com/@robertscranton4
http://yourfinancialiq.org

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Nick Prefontaine is a 3x best-selling author and was named a top motivational speaker of 2022 in Yahoo Finance. He’s a Speaker, Founder and CEO of Common Goal and Buyer's Coach and Partner at Smart Real Estate Coach.

In 2003, Nick was in a snowboarding accident that left him in a coma for over 3 weeks. The doctors told his parents that he probably wouldn’t walk, talk, or eat on his own again. Less than 3 months later, he was running out of Franciscan Children’s hospital. Now a Certified Infinite Possibilities Trainer, Nick speaks to groups that benefit from his message of overcoming adversity.

Connect with Nick Prefontaine:

FREE Book link: wickedsmartbooks.com/allen3
podcast@smartrealestatecoach.com
https://www.facebook.com/smartrealestatecoach
https://www.instagram.com/smartrealestatecoach/
https://www.linkedin.com/in/nickprefontaine/
https://twitter.com/smartrecoach
https://www.youtube.com/smartrealestatecoach
Podcast: Wicked Smart Sit Down
http://www.smartrealestatecoach.com

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Having spent the majority of my career as an asset manager using technology and PMP® certified management consultant, he has led numerous teams, managing projects worth up to $5B. He thrives on collaborating with top-tier teams and making meaningful contributions to iconic projects spanning six countries – and counting. As the technical co-founder of Real Sage, he is on a mission to revolutionize the way real estate decisions are made using state-of-the-art technology. His diverse background in product development, asset management, and international consulting empowers him to devise innovative, efficient solutions.

Main point:

In the complex world of real estate, many of us grapple with scattered and nontransparent data. How can the application of AI and data analytics transform this challenge into an opportunity for better decision-making?
As we strive to improve our portfolio returns and optimize leasing processes, could you share some real-life examples where the power of data has made a significant impact?
We're all looking for ways to enhance our asset management efforts. Could you share some insights on how AI-powered tools are shaping this aspect of the real estate industry?
We often find that personal journeys inspire innovation. Could you share your story and how it led to the mission of revolutionizing decision-making in the real estate industry?
As we look towards the future, how do you envision the evolution of decision-making in real estate, and what role will AI and data analytics play in it?
How can we adapt to this future?

Connect with Arunabh Dastidar:

RequestDemo:https://realsage.com/#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjcyNSIsInRvZ2dsZSI6ZmFsc2V9
troy@kitcaster.com
Https://www.linkedin.com/in/arunabhadastidar/
https://realsage.com/

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Andrew Cushman has successfully syndicated and repositioned over 2,700 multifamily units. Outside of the business world, Andrew enjoys surfing, backcountry skiing, and trying to not be outwitted by his two young children.

Main point:

What is passive investing in real estate, and how does that differ from most people’s perceptions about real estate investing?
How does passive investing in a real estate syndication differ from investing in a single-family home?
What is the secret tool for using 401Ks and IRAs to build our retirement portfolios?
What are the major factors to consider before making any passive investment? Investment goals
Risk Tolerance
Capital Commitment (how much capital do you have to commit)
Diversification – can act as hedge against stock market volatility & offer portfolio stability
Tax implication

What common myths do we often hear regarding alternative investing, particularly passive real estate investing?

Myth 1: alternative investments are only for the ultra-wealthy
Myth 2: Alternative investments are highly risky
Myth 3: Alternative investments lack transparency

Does Wall Street actually protect your investments?

Liability coverage
Property damage coverage
Business interruption insurance
Commercial Insurance for Assurance

What are some ways to use passive real estate investing to diversify your investment portfolio?

Investment type – Wall Street & most wealth advisors tell us to allocate 60^ to stocks and 40% to bonds. Not very diversified, and more stocks are more stocks, not diversification. Investing in RE diversifies.
Different asset classes
Different locations
Invest in many opportunities

Why is the demand for apartment living growing?

Changing demographics: millennials – burdened with student loan debt and/or seeking flexibility. Boomers are downsizing and seeking maintenance-free lifestyles and proximity to amenities
Flexibility and mobility
Lifestyle preferences
Affordability & cost of homeownership

What are some quick tips but often overlooked Investing tips for creating a brighter future?

Establish a financial plan based on where you are and on your goals.
Start saving and investing today
Build a diversified portfolio based on your tolerance for risk.
Evaluate your portfolio regularly
Ignore the noise
What is the most important stamp of approval provided to a syndicator that provides reassurance to a passive investor?
What are the 5 primary investor metrics that passive investors need to know and understand?
Cash-on-cash
Average Annual Return
IRR
Equity multiplier
Cap rates

Connect with Andrew Cushmani:

www.vpavq.com
andrew@vpacq.com
https://www.linkedin.com/in/andrewcushmanvpa/

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Pili Yarusi loves to help people and “Lead with Aloha”. She is a founder and the Investor Education and Relations Director for Yarusi Holdings, a multifamily investment firm that has acquired over 3500 units since 2016. Pili is a co-founder and coach at 7 Figure Multifamily - focusing on Real Estate Syndication and Multifamily Investing and trains others on the success formula for buying apartment buildings Pili is a co-host of The Multifamily Live Podcast, providing actionable content and tools to build and strengthen your multifamily business.

Main point:

What is passive investing in real estate, and how does that differ from most people’s perceptions about real estate investing?

How does passive investing in a real estate syndication differ from investing in a single-family home?

What is the secret tool for using 401Ks and IRAs to build our retirement portfolios?

What are the major factors to consider before making any passive investment?

Investment goals
Risk Tolerance
Capital Commitment (how much capital do you have to commit)
Diversification – can act as a hedge against stock market volatility & offer portfolio stability
Tax implication

What common myths do we often hear regarding alternative investing, particularly passive real estate investing?

Myth 1: alternative investments are only for the ultra-wealthy
Myth 2: Alternative investments are highly risky
Myth 3: Alternative investments lack transparency

Does Wall Street actually protect your investments?

Liability coverage
Property damage coverage
Business interruption insurance
Commercial Insurance for Assurance

How does an investor know when they are ready to become a passive real estate investor?

Have all the potential cash-needing situations in your life covered, you can invest with confidence
Okay, having someone else take the reins.
You’re looking for a long-term investment
Sharing returns in exchange for less work is attractive to you

What are some ways to use passive real estate investing to diversify our investment portfolios?

Investment type – Wall Street & most wealth advisors tell us to allocate 60^ to stocks and 40% to bonds. Not very diversified, and more stocks are more stocks, not diversification. Investing in RE diversifies.
Different asset classes
Different locations
Invest in many opportunities

Why is the demand for apartment living growing?

Changing demographics: millennials – burdened with student loan debt and/or seeking flexibility. Boomers are downsizing and seeking maintenance-free lifestyles and proximity to amenities
Flexibility and mobility
Lifestyle preferences
Affordability & cost of homeownership

What are some quick tips but often overlooked Investing tips for creating a brighter future?

Establish a financial plan based on where you are and on your goals.
Start saving and investing today
Build a diversified portfolio based on your tolerance for risk.
Evaluate your portfolio regularly
Ignore the noise

What is the most important stamp of approval provided to a syndicator that provides reassurance to a passive investor? Lender

What are the 5 primary investor metrics that passive investors need to know and understand?

Cash-on-cash
Average Annual Return
IRR
Equity multiplier
Cap rates

Connect with Pili Yarusi:

https://www.7figuremultifamily.com/
pili@yarusiholdings.com
https://www.linkedin

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Charles King, better known as Chad, began his professional career as a salesman for Xerox. Within two years, he became a top producer. While generating a 6-figure income from sales, he simultaneously studied successful individuals who possessed tremendous wealth. He came to realize they all shared the commonality of real estate. With that awareness, he jumped feet first into single-family wholesaling, fix/flip, completing over 400 deals in three years. This didn’t provide the freedom and prosperity he dreamed of. After finding the missing link he’d always been searching for, he transitioned to multifamily. Through leveraging partnerships and syndications, Chad developed the financial freedom he’d dreamed of. Today he owns several companies, and is an accomplished investor, coach, mentor, and teacher.

Main point:

Many professionals have spent fortunes in education and training to attain positions and recognition in their fields. They've done so because they have a calling to serve and find fulfillment in their work. They're engaged and, though fulfilled, often swamped with professional and family obligations. What would provoke them to take on real estate investing as yet another demand on their attention and time?
Many professionals have, what is often considered generous retirement plans both company plans and private 401K and IRAs. Are those not sufficient to build wealth, provide a comfortable retirement, and even leave a legacy for their children?
Where is a good place to begin if a successful professional with a comfortable lifestyle and rewarding career decides to explore further growing their wealth through real estate investing?
Once a starting point is found, what suggestions do you have for a fulfilled professional, whether an educator, health care provider, architect, engineer, or whatever, to remain engaged in their career and simultaneously develop wealth through real estate investing?
Do you have any stories of fulfilled professionals you've taught or coached who have successfully navigated the waters of professional engagement and real estate investing?
You had a fulfilling professional career in sales. Even though you still engage in sales, you left sales as a full-time profession. When you decided to leave Xerox, you burnt the bridges, jumped in feet first, and hit the ground running. What advice would you share with other professionals who might be considering leaving their professions and going into full-time real estate investing?

Connect with Charles King:

chad@titancapitalgroupllc.com

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Chris Salerno, the founder of QC Capital, started out in the single family real estate space by brokering and operating the number one team in the Carolinas and ranking fourth in the world by unit count with Keller Williams. However, he wanted something better and ended up creating QC Capital, a multi-family real estate investment company specializing in Multi-family real estate investing. QC Capital focuses on acquiring large multi-family real estate assets and partners with accredited investors.

Connect with Christopher Salerno:

chris@qccapitalgroup.com
https://www.linkedin.com/in/salerno2
https://qccapitalgroup.com/

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Kevin is a successful investor and lender, specializing in creative real estate funding. His company manages multiple mortgage funds and is approaching $1 billion in fundings.

Main point:

Why should we invest with your company?
Why did you decide to focus on the financing side of real estate?
How did you do it?
What is a mistake you made and how did you grow from that?

Connect with Kevin Amolsch:

kevin@pinefinancialgroup.com
https://www.facebook.com/PineFinancial
https://www.instagram.com/pinefinancial/
https://www.linkedin.com/company/pine-financial-group/
https://twitter.com/PineFinancial
https://www.youtube.com/channel/UCxarTu7hIVzhQpcLdEEzMhA
Meet- Pine Panels (quarterly)
http://Pine Financial Group
Podcast- Real Estate Educators

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John has over 20 years of experience investing in real estate, primarily in the US (Silicon Valley residential and commercial, and commercial property on the East Coast/South) and Australia. He began investing in property at a young age, leveraging funds from a college scholarship to purchase his first home at 18, a small university apartment in Sydney that cost $60,000—the first of 20+ investments in Australia alone. Since then, John has made millions of dollars through buying, holding, and selling residential and commercial properties. Profits from these investments allowed him to attend Stanford University, where he earned an MBA and Masters in Education (summa cum laude) and was elected President of the year.

Main point:

Why he started investing in real estate at such a young age and how to get started.
Practical tips on how to invest passively in real estate to grow your net worth and build generational wealth, as well as how to make your first million in real estate—especially in a volatile market.
How technology is revolutionizing the real estate market, and what lessons can be learned from other industries (eg internet, travel).

Connect with John Foong:

john.foong@domain.com.au
https://www.facebook.com/domain.com.au/
https://www.instagram.com/domain.com.au/
https://www.linkedin.com/in/johnfoong/?originalSubdomain=au
https://www.youtube.com/c/domaincomau
https://www.domain.com.au/

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Nkem Ezeamama is an ER physician and multifamily real estate investor, helping healthcare professionals achieve wealth through passive investing and empowering women in entrepreneurship and business leadership. Her passion lies in personal growth and finding her purpose in all endeavors.

Main point:

What sparked your transition from a career as an ER physician to a multifamily syndicator?
Can you share some key challenges you faced during this transition and how you overcame them?
How do your skills as an ER physician translate to your work as a real estate investor?
What were some of the mental barriers you faced during your career transition?
Can you describe a time when impostor syndrome was particularly challenging for you?
What advice do you have for others who might be experiencing similar mental barriers?
Why do you believe financial literacy is so important for healthcare professionals?
What are some misconceptions or misunderstandings you've encountered among healthcare professionals when it comes to finance?
How can healthcare professionals start to build their financial literacy and security?
As a female entrepreneur, what have been some of your biggest challenges and successes?
How can we foster more entrepreneurship among women, particularly in fields like real estate investing?
What advice would you give to women considering starting their own businesses?

Connect with Nkem Ezeamama:

Schedule a call with me. https://phcinvest.com/pheenyx-capital-investor-club/
nkem@phcinvest.com
https://www.facebook.com/phcinvest
https://instagram.com/phcinvest
https://www.linkedin.com/in/nkemezeamamamd/
http://www.phcinvest.com

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Dr. Adam Gower is the country's foremost expert on commercial real estate online syndication aka. crowdfunding. He is a multi-book author, his clients handle in excess of $35 billion in Assets Under Management and have raised over $1 billion in equity. He is currently focused on bringing discounted distressed opportunities to his accredited investors.

Main point:

What is your background
Who should be listening (and who should not be)
What is distressed real estate and how can you make money from it
What can listeners do next to benefit from distressed real estate investing

Connect with Adam Gower:

free newsletter at https://gowercrowd.com/ with discounted distressed deal opportunities
adam@gowercrowd.com
https://www.facebook.com/GowerCrowd/
https://www.instagram.com/gowercrowd/
https://www.linkedin.com/in/gowercrowd/
https://twitter.com/GowerCrowd
https://www.youtube.com/@gowercrowd
https://gowercrowd.com/
Podcast-The Real Estate Reality Show

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Jerry Miller started is real estate investing career 16 years ago doing single-family rental fix/flips and multifamily syndications. Now 16 years later, Jerry is just as passionate about real estate investing for building generational wealth as he was in his first year of investing. Today Jerry shares with us lessons for evaluating real estate investments from his journey from full-time IT professional to full-time real estate investor.

Main point:

Are you investing in the stock market or real estate right now, and why?
Are interest rates too high to invest right now?
What have you learned from single family properties that applies to multi-family properties?
What is the biggest positive and biggest negative surprise from investing in multi-family properties?
When do you expect to go to full time real estate?

Connect with Jerry Miller:

Free ebook on website (above) for getting started in real estate investing
jerry@largogroup2011.com
https://www.facebook.com/largogroup2011
https://www.instagram.com/jerrymillerrealestate/
https://www.linkedin.com/in/jerry-miller-948b7a17/
http://www.largogroup2011.com

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Kenny Rose, CEO and Founder of Fran Shares, is a franchise expert having worked with 600+ franchise brands across 100+ industries. As an expert on franchise evaluation, he is able to identify the best ways to deploy capital into franchise ownership to maximize return on investment and operations. Featured in various publications including Business Insider, Forbes, and ABC his views on franchising have reached over 300 million worldwide.

Main point:

What is Fran Shares?
Kenny’s background
What is franchise investing?
How has franchise investing traditionally happened?
How does Fran Shares select locations?
How does Fran Shares manage locations?
When are you opening up more offerings?
How much has Fran Shares raised?

Connect with Kenny Rose:

https://www.frhsj34l22.com/2ZX3ZT/2CTPL/
kenny@franshares.com
https://www.facebook.com/FranShares
https://www.instagram.com/franshares/
https://www.linkedin.com/in/kennyrose/
https://twitter.com/franshares
https://franshares.com/

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Kenneth Gee is the founder and managing partner of KRI Partners. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects.

Main point:

3 things a real estate investment company must have before you give them money.
Real estate is not a Passive Activity. Investing Is!
How to Consistently Make Money in Real Estate- Anyone Can Do It Once!
5 Important Steps You Must Follow When Renovating a Multifamily Apartment Property
How to vet a Real Estate Investment firm.

Connect with Ken Gee:

https://www.kripartners.com/invest
kgee@kriproperties.com
https://www.kripartners.com/invest

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Andrew Brewer is a commercial operator and developer and is the lead sponsor and lead developer on multiple ground up development projects and land subdivision projects comprising hundreds of residential units valued at over 160 million combined.

Main point:

What are the risks and rewards in ground-up development?
What key factors passive investors should consider when evaluating ground-up projects vs. value-add?
What challenges do ground-up development projects present to sponsors?
What are the risk mitigation strategies you use in development to make sure your investors are protected?
How do you structure deals and what do you look for in putting together a structure
Is real estate development capital intensive? How much capital do you need to develop a property?

Connect with Andrew Brewer:

Visit my website to see current projects and join my investor list for access to upcoming projects
andrew@irongallinvestments.com
https://www.facebook.com/andrew.brewer.irongall
https://www.linkedin.com/in/andrew-brewer-b6b042125/
http://www.irongallinvestments.com

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Giang Nguyen is a seasoned multifamily investor and syndicator. She achieved financial freedom through real estate investing at the age of 31. Giang founded One River Capital to provide people with real estate investment opportunities and passive investing education.

Main point:

What is the benefits of passive multifamily investing?
Why now, more than ever, is the time to invest in multifamily syndication?
How passive investing can help you create passive income and live a life by design?
What to look for in a sponsor?
What's the first step listeners can take to start investing passively?
What is your why in real estate?

Connect with Giang Nguyen:

Grab your free guide to understanding syndication returns at onerivercapital.com
giang@onerivercapital.com
https://www.facebook.com/thatsalsainvestor
https://www.instagram.com/thatsalsainvestor
https://www.linkedin.com/in/giang-nguyen-0a164820/
https://www.youtube.com/@ThatSalsaInvestor
http://onerivercapital.com

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Taylor Loht is a Multifamily & Self Storage investor who helps busy pros escape the Wall Street casino & build wealth on Main Street with real estate, through his podcast The Passive Wealth Strategy Show and his company NT Capital.

Main point:

What are the top factors that hold back new real estate investors?
What are a few red flags in passive real estate investing?
How can investors deal with rising interest rates?
What are common passive investing mistakes?
When evaluating a market or opportunity, how are multifamily and self storage alike? How do they differ?

Connect with Taylor Loht:

www.passiverealestatecourse.com
taylor@ntcapitalgroup.com
http://www.passivewealthstrategy.com
Podcast- The Passive Wealth Strategy Show

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He is the founder of Yarusi Holdings with his wife Pili. They have acquired over $240M in real estate across 2300 Multifamily Units since 2017. He is an avid ultra runner and workout enthusiast. Hosts The Multifamily Live Podcast and runs 7 Figure Multifamily Mastermind. Jason wakes up daily at 4:32 am. And most importantly is a husband and father to three amazing kids.
Main point:

Using the 100 mile mindset for Multifamily Investing.
Why wake up at 4:32 AM
How to raise money without asking for it
How to produce massive income with effective asset management
Why a narrow focus produces the most opportunities.

Connect with Jason Yarusi:

https://www.yarusiholdings.com/whymultifamily
info@yarusiholdings.com
https://www.facebook.com/JYarusi
https://www.instagram.com/jasonyarusi/
https://www.linkedin.com/in/jasonyarusi/
https://www.yarusiholdings.com/
Podcast- Multifamily LIVE

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Litan Yahav is a Navy veteran and tech founder; He Exited his last startup 8 years ago and became a passive RE/PE investor - mainly in syndications and other alternative investments He invested in 30+ deals over the years)... He ended up building a new startup for planning and controlling my wealth and the wealth of others - the company is called Vyzer.

Main point:

Anything about passive investing, startups, business formation etc.

Connect with Litan Yahav:

litan@vyzer.co
https://www.facebook.com/litanyahav
https://www.linkedin.com/in/litanyahav/
https://twitter.com/YahavLitan
https://vyzer.co

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From rock guitar to real estate, Brent Barcus’s creativity, work ethic and keen eye for Shania Twi an opportunity are the winning ingredients that continue to bring him great success. After a successful touring career as lead guitarist for shania twain, he along with his wife built and sold a spec home. Together, they went on to do fix & flips, invest in short - term rentals and made a foray into the multi family space. they are Co-GP on 200 units. in Georgia, Brent is actively capital raising and sourcing multi family deals for syndication. From his early teen years, Brent logged countless hours mastering guitar licks on his black Fender Strat and dreamed big of a touring musician life in Nashville. All the while, he intently and curiously watched his entrepreneurial real estate father diligently source and craft successful real estate deals in the St. Louis community.

When Brent relocated to Nashville right out of high school, his determination quickly found him sharing the stage with many global artists such as Elton John and Kenny Loggins. His mastery of guitar caught the eye of producer Mutt Lange and landed Brent the role of lead guitarist for Shania Twain for two international tours, and gracing the tv air waves entertaining millions on the Super Bowl Halftime & The Grammys.

All the while, Brent carried a passion for real estate. After saying goodbye to his touring days, he and his realtor wife, Miley, built and sold a successful spec home in Nashville’s prestigious West Meade neighborhood. Together, they went on to do fix & flips, invest in short - term rentals and made a foray into the multi family space. A Co-GP on 200 units in Georgia, Brent is actively capital raising and sourcing multi family deals for syndication.

Main point:

Recording/Touring life journey to Real Estate
Career Pivots & Creativity in all industries
Investing for the future & passing it down
Why Multifamily?
Why Building Your Network is most important?

Connect with Brent Barcus:

https://www.i65capitalinvestments.com
info@i65capitalinvestments.com
https://www.facebook.com/i65capital/
https://www.instagram.com/brentbarcus/
https://www.linkedin.com/in/brentbarcus/
https://twitter.com/BrentBarcus
Podcast- The Music City Multifamily Show

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Our guest is the co-founder and CEO of Voltage Digital Marketing. He launches, operates, and grows private-label e-commerce businesses. He and his clients have sold over $100 million in physical products primarily through the Amazon FBA sales channel. He shares his blueprint for how to build an online business that can generate a passive “almost automated” six-figure income in just 12 to 18 months. And how to set up the business for potentially millions in sales in the following 18 to 24 months. Welcome Neil Twa.

Main point:

Tell us a little about your company.
How has Voltage DM truly helped one of it's Voltage Business Builders?
What would you like to share regarding new products or services to your customers?
How does Voltage DM stand out?
What is Voltage Account Management Services?
How can Voltage Account Management Services assist?

Connect with Neil Twa:

Any one wanting to learn more can get a free 3 part in depth training work 997 when they join my list at voltageb2b.com and check out the series I'll send out to them! neiltwa@gmail.com,
neil@voltagedm.com
https://www.facebook.com/neiltwa/
https://www.instagram.com/neiltwa/
https://linkedin.com/in/neiltwa
https://www.tiktok.com/@fbabusinessbuilders
https://twitter.com/voltagefba
https://www.youtube.com/@NeilTwavoltage
http://voltagedm.com
Podcast-High Voltage Business Builders

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Sally worked with investors and 1099 Income Earners save Federal Taxes with the Spendthrift Trust. The Spendthrift Trust is legal, patent, and in the IRS Tax Code 643 (B).

Main point:

Is this legal?
Who uese it?
Why have you never heard of it?

Connect with Sally Gimon:

Free PDF and set an appoitment at www.TheTrustIsYou.com
info@thetrustisyou.com
https://www.facebook.com/SallyGimon
https://www.instagram.com/sallygimon/
https://www.linkedin.com/in/sallygimon/
https://www.tiktok.com/@spendthrifttrust
https://twitter.com/GimonSally
https://www.youtube.com/channel/UCmvBniNpH2kQI3vMGcpVjAg
https://www.thetrustisyou.com/
Podcast-Stop Paying Capital Gains, NOW!

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Dr. Pranay Parikh is a medical doctor, serial entrepreneur, online course creator, and podcast host. His unconventional journey to medicine helped him learn the skills to excel in entrepreneurship.

Main point:

Why do Doctors Make Great Entrepreneurs?
Why do anything outside of medicine?
What part, if any, of your training in medicine helped you in entrepreneurship?
What advice do you have for other professionals that feel stuck?
How and Why to Make Time for Real Estate Investing
How do you choose what to spend your time on?
The 5 Steps to Invest in a Commercial Real Estate Syndication
How to Succeed as an Entrepreneur While Working a Full-Time Job
Why It’s Important to Have a Side Hustle Despite Having a High Paying Job
Real Estate as a Source of Financial Freedom

Connect with Pranay Parikh:

Check out ascentequitygroup.com
info@frommd.com
https://www.facebook.com/pranay.parikh2
https://www.linkedin.com/in/pranay-parikh/
Podcast- From MD to Entrepreneur

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Todd Silance is a corporate consultant turned business owner and real estate investor. In just under 5 years, Todd has built a real estate portfolio of over $25MM and 160 units along with being a limited partner in 450+ units nationwide.
Main point:

Why is building relationships important?
Why is it important to know your "why"?
Why did you start investing in multifamily?
How does your insurance background help you with managing multifamily assets?
As a business owner of a franchise how does that translate to operating a real estate investment company?

Connect with Todd Silance:

Passive investment opportunities: summitcap.co to schedule a call
todd@summitcap.co
@tps_investor
https://www.linkedin.com/in/todd-silance-7b7a9211
http://summitcap.co

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Dave Van Horn is the founder and executive chairman of PPR Capital Management, a holding company that manages several funds which buy and sell both residential mortgages and commercial real estate nationwide.

Main point:

How was your transition to Executive Chairman and what is your new role?
What does your company do and what is its strategy?
How has your company grown and evolved over the last 16 years?
What are the advantages of real estate fund investing?
What is the future outlook for PPR?
What is your personal investment strategy?

Connect with David VanHorn:

https://pprcapitalmgmt.com/advantages-note-fund/
dvanhorn@pprcapitalmgmt.com
https://www.facebook.com/DaveVanHornPPR
https://www.linkedin.com/in/dave-van-horn/
https://twitter.com/DaveVanHornPPR
http://www.pprcapitalmgmt.com

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Commercial Real Estate Acquisitions & Development Specialist, Real Estate Broker, 501(c)(3) nonprofit founder, experienced debt & equity fundraising, and consultant: acquisitions, development, brokerage, copywriting, grant-writing, marketing, data analysis, graphic design & production.

Main point:

What is the "untaught Game"?
What does this entail? (recognizing, self-initiating, and playing the Game)
Who are the players? (development team, city, citizen residents, etc.)
Anything the host would like to ask, whether related or otherwise, real estate or other

Connect with Niccolo Mastromatteo:

niccolo.mastromatteo@gmail.com
https://www.facebook.com/DaNicLoWCWG
https://www.instagram.com/daniclowcwg/
www.linkedin.com/in/niccolo.mastromatteo/
https://twitter.com/NMastromatteo20
http://www.pimperneldevelopments.com

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Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Currently, Dan is Senior Director of Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, pharmacies, quick service restaurants and automotive repair and parts stores as well as resorts.

Main point:

What is NNN investing Why work with a Broker
How can you (Dan) provide value to people
What advice do you have for investors RIGHT NOW
You can ask me anything else real estate related you see fit

.Connect with Dan Lewkowicz:

To enhance the success of your commercial real estate holdings and initiatives reach out to me today. 248-943-2838
dlewk@encorereis.com
https://www.linkedin.com/in/dan-lewkowicz/
@DanLewk
https://encoreinvestmentrealestate.com
Podcast - Dan On Top

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Patrick Soukup is a self-starter with a great head start in life with help from mentors and family financially, but took it and exponentially grew it. I am a family man and love to work hard.

Main point:

What do you believe is the number 1 tool to become successful?
What is motivation and confidence to produce deals? (daily successes)
Do you believe in partnerships? What is a successful one and maybe not so successful?

Connect with Patrick Soukup:

Follow on Instagram @patricksoukup
patrick@soukuprealestate.com
@PatrickSoukup
@LivingInFortCollinsColorado
http://soukuprealestate.com
Podcast - Fort Collins Fellas

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Jordan Berry is the host of The Laundromat Resource Podcast where he teaches us how laundromats can help people achieve financial freedom fast.

Main point:

What are the benefits of owning laundromats?
Are laundromats passive?
What kinds of returns do laundromats provide?
What are some benefits of owning laundromats and real estate?
Is there anything else they want to know about owning laundromats?

Connect with Jordan Berry:

Call to action: https://LaundromatResource.com/laundromat-analysis-course
jordan@laundromatresource.com
https://www.instagram.com/laundromatresource/
https://www.youtube.com/channel/UCxGmNVLP98d4asLwr3jDfhg
https://www.laundromatresource.com/

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Chris Rawley is CEO and founder of the Harvest Returns investment platform. Over the course of visiting dozens of war-torn and poverty stricken countries during his career as a naval officer, he began to appreciate the importance of farming to every single person on earth. As a professional investor, he decided to invest in a farm, but discovered that these types of investments were inaccessible to the average person. He created Harvest Returns in 2016 to democratize investments in agriculture.

Main point:

Agriculture investing - what it is, types of agriculture to invest in, how to invest in agriculture
Why should someone invest in a farm or ranch operation?
How do you conduct due diligence on these farms?
Is agriculture bad for the environment?
Why is it important to invest in agriculture?
How do you see agriculture changing in the future?

Connect with Chris Rawley:

Sign up to view agriculture investments with no obligation - https://www.harvestreturns.com/grow-your-wealth-with-us
chris.rawley@harvestreturns.com
https://www.facebook.com/harvestreturns
https://www.linkedin.com/company/10945364
https://twitter.com/harvestreturns
https://www.youtube.com/@harvestreturns4643
http://harvestreturns.com

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Brittney Fairweather is the Chief Business Development Officer at TRX Capital, a real estate lending firm focused on Business Purpose Lending. Brittney manages overall growth, strategy, and client-facing communications at the firm. She has extensive experience in residential loan origination, investor relations, Fund management, sales, and business development.

Main point:

How did you get your start in Real Estate?
How to use leverage to build wealth
How to succeed as a woman in a male dominated industry
How to juggle being a mom and having a career
How she is revolutionizing the lending industry with TRX Capital
What does it take to be more than just a private lender
What is your journey to founder looked like?

Connect with Brittney Fairweatheré:

brittney@trxcapfund.com
https://www.linkedin.com/in/brittney-fairweather-b6544813/
https://www.trxcapfund.com/

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Joey Mure is Co-Founder and Partner at Wealth Without Wall Street, an online community that seeks to re-educate business owners & families on how money truly works. Wealth Without Wall Street exists to help people who WANT to become Financially Free, without ever having to invest through Wall Street or becoming debt free.

Main point:

Possible Interview topics:
What is Investor DNA and Why You Should Only Invest When Following Yours
Debt Freedom does not equal Financial Freedom
401(k)’s are the Worst Vehicles for Financial Freedom.
Is Infinite Banking a Scam? Cash Is King but Needs a New Throne. What is the Biggest Obstacle to Financial Freedom?
How Did You Grow Your Passive Income from $2500 per month to over $50k per month in two years?

Connect with Joey Muré:

www.wealthwithoutwallstreet.com/realestateinvestingabundance - they can book a call with a coach, download or Passive Income Operating System or take our Financial Freedom Analyzer Quiz
joey@wealthwithoutwallstreet.com
https://www.facebook.com/wealthwithoutwallstreet/
www.instagram.com/wealthwithoutwallst
https://www.linkedin.com/company/wealth-without-wall-street/
https://www.youtube.com/wealthwithoutwallstreet
Inner Circle Live
http://www.wealthwithoutwallstreet.com
Podcast- Wealth Without Wall Street

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Iven Vian is the Co-Founder and Chief Operating Officer of Anthem Capital. Having retired as a Lieutenant Colonel from the Air Force after 20 years, he is passionate about the operational excellence and execution of his apartment communities and their impact on their surrounding communities.

Iven’s mission is to grow Anthem Apartments to 300 communities and donate $2.5M in profits to charity by 2030. When he isn’t working on real estate, you can find Iven spending time with family, hiking, and traveling with his family.

Main Points:

Background story?
What is your role in Anthem Capital?
What are some keys to success with Asset Management?
How do you identify a good operator to work with?

Connect with Iven Vian:

www.unlockwealthpotentialcom
iven@anthemcp.com
https://www.facebook.com/iven.vian
https://www.instagram.com/theapartmentninjawarrior/
https://www.linkedin.com/in/%F0%9F%A5%B7-iven-vian-%F0%9F%A5%B7-55a136221/
http://Anthem Capital

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Tiffany Mittal is a multi-family owner, investor, and entrepreneur. She has worked in the multi-family real estate industry for over 13 years, both as an owner-operator of multi-family apartments and as an executive in property technology known as Proptech.

Main Points:

When and how did you get your start in real estate investing
Ask about how we use technology to increase the values of our multifamily properties. How do we use that to grow our portfolio?

Connect with Tiffany Mittal:

@utilityranger on Instagram
tmittal@utilityranger.com
https://www.facebook.com/utilityranger
@utilityranger
https://www.linkedin.com/in/tiffanymittal/
https://twitter.com/tiffanymittal?lang=en
https://utilityranger.com/

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Adam Zach is a family man with a business, not a businessman with a family. He retired from Civil Engineering at the age of 32 through real estate investing.

Main Points:

What is Reverse Investing?
How do you leverage "contingencies" in your offer to protect your offers?
When do you pivot and when to persevere from an idea?
Tell me more about the power of partnerships?

Connect with Adam Zach:

https://homeequitypartner.com/investors/ This link would allow investors a free lease option contract along with access to future deals.
adam@homeequitypartner.com
https://www.facebook.com/ChessChief
https://www.linkedin.com/in/adam-zach-pe-0000303b/
https://homeequitypartner.com/investors/
Podcast- Preapproved

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David McIlwaine is a seasoned entrepreneur and successful executive with deep experience in business growth, scale, and delivering results. His real estate experience is vast--spanning over 20 years. Experience, knowledge, and understanding have been gained firsthand by owning multifamily units, commercial retail development, asset management, single-family, vacation rental properties, second homes, and custom builds. He personally wore Golden Handcuffs for almost 14 years, successfully gaining sovereignty over his career and net worth along the way. He founded MAC Assets in 2019, and its portfolio currently includes property in the southeast and mountain west. At present, he is a general partner in 1,000 doors.

Dan also runs the Search. Click. Convert Bootcamp and the exclusive REI Marketing Mastery program, intensive online workshops where he personally helps a small group of investors automate their lead acquisition and dominate their local markets online. He's the voice behind the REI Marketing Nerds podcast - over 150 episodes strong with a 5-star rating on Apple Podcasts - and the AdWords Nerds YouTube Channel. You can find out more about him at AdWordsNerds.com.

Main Points:

How to break free of golden handcuffs in your life.
What are the circumstances of your life before you found a real estate investing job income level?
What is the moment of your biggest real estate failure or the hardest moment of your life?
What is your why?

Connect with David McIlwaine:

DOWNLOAD OUR FREE EBOOK “HOW UGLY APARTMENTS DELIVER BEAUTIFUL RETURNS” AND LEARN HOW TODAY! https://macassets.com/ebook/
david@macassets.com
https://www.facebook.com/david.mcilwaine
https://www.instagram.com/macassetsco/
https://www.linkedin.com/in/david-mcilwaine/
https://www.instagram.com/macassetsco/
https://macassets.com/
Podcast- Break Your Golden Handcuffs

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Dan is Head Nerd at AdWords Nerds, the world’s largest Google Partner agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals online for his clients, and been behind extensive industry experimentation and original research. He’s worked with investors and companies like Joe McCall, Alex Joungblood, Tom Krol, 1-800-Fair-Offer, Investor Carrot, and more.

Main Points:

So many marketing options, how does an investor know where to begin?
Marketing is crucial for the success of any business endeavor, but few of us know much about marketing. In a nutshell, what are the ABCs of marketing?
What current trends affect real estate investors' efforts when marketing online?
Why is online marketing so critical for investors right now?
What mistakes do investors make when getting started with online marketing?
What was your biggest marketing debacle, how did you deal with it, and what did you learn?

Connect with Dan Barrett:

danielbarrett@gmail.com

AdWords Nerds, REI Marketing, online marketing

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J Scott is an entrepreneur, investor, advisor, author, and partner at Bar Down Investments, focused on buying and repositioning large multifamily properties. In the past fourteen years, J has bought, built, rehabbed, sold, lent on, and held over $150M in property nationwide. J holds strategic advisor roles in several companies and is the author of five BiggerPockets books on real estate investing.

Main Points:

Where and when did you begin your real estate investing journey?
Take us through the step-by-step real estate negotiation process.
How do you set up win-win-win strategies so there are no losers?
What are our biggest mistakes in negotiating, and how can we avoid them?
What was your most difficult negotiation skill to learn?
What negotiation skill still to this day gives you the greatest challenge?
What is one negotiated deal you most wish you could return to redo, and what would you do differently now that you have years of negotiation experience?
What has been your biggest setback in life?

Connect with J Scott:

(https://www.amazon.com/stores/J-Scott/author/B00KQK5PI6)
j@jscott.com
jscottinvestor
jscottinvestor
jscottinvestor
https://www.youtube.com/@bardowninvestments
http://bardowninvestments.com

Biography of J Scott:

J Scott (he goes by "J") is an entrepreneur, investor, advisor, author. An engineer and business guy by education, J spent much of his early career in Silicon Valley (California), where he held management positions at several Fortune 500 companies, including Microsoft and eBay. In 2008, J and his wife Carol quit their corporate jobs, moved back East, got married, started a family and decided to focus on real estate and investing. In the past fourteen years, they have bought, built, rehabbed, sold, lent-on and held over $150M in property all around the country. J is also a strategic advisor and mentor to several companies, business owners and entrepreneurs. J is partner at Bar Down Investments, focusing on purchasing and repositioning large multifamily projects. He is the former host of the top-rated Bigger Pockets Business Podcast and is the author of five books on real estate investing, including the best-selling, The Book on Flipping Houses. His books have sold over 350,000 copies in the past nine years and have helped investors from around the world get their start with real estate.

negotiated deal, Science of Real Estate, entrepreneur,

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By his mid-twenties, Dan Haberkost has managed to build himself an impressive land & development business and rental portfolio that allows him the freedom to live and work where he wants

Main Points:

How did you become interested in real estate investing?
When and how did you buy your first rental property?
Why the land & development space?
What are the biggest mistakes you see business owners making in the context of land?
Talk through goals & how you make them tangible
Negotiations
Infill Development
Your most interesting deal
(at the end of the show) What new projects are you working on?

Connect with Dan Haberkost:

https://danhaberkost.com/contact/
dan.haberkost@gmail.com
https://www.facebook.com/dan.haberkost.3/
https://www.instagram.com/danhaberkost/
https://www.linkedin.com/notifications/
https://www.youtube.com/channel/UCuuz5cjERLvfV5vb6ZCjN3
https://frontrangeland.com/
Meet-up - Colorado Springs Real Estate Investor Association

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Yermi Kurkus is a business consultant that works with high achievers to get their so-called "impossible dream" - he is the author of For The Love of Success - Achieving The Impossible Dream. He also invests in Real Estate deals such as Short Term Rentals, ground up developments, and self-storage

Main Points:

How I managed to achieve my impossible dream
How I got into real estate
How I vet people that I do business with

Connect with Yermi Kurkus:

https://www.yermikurkus.com/ftlos
yermi@yermikurkus.com
https://www.facebook.com/YermiKurkusConsulting/
https://www.instagram.com/yermikurkus/
https://www.linkedin.com/in/yermikurkus/
https://www.youtube.com/channel/UCqgdpU389B90wOobnYbiw1w
http://www.yermikurkus.com
podcast- The Exceptionally Irresistible Show

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Main Points:

How I managed to achieve my impossible dream
How I got into real estate
How I vet people that I do business with

Connect with Yermi Kurkus:

https://www.yermikurkus.com/ftlos
yermi@yermikurkus.com
https://www.facebook.com/YermiKurkusConsulting/
https://www.instagram.com/yermikurkus/
https://www.linkedin.com/in/yermikurkus/
https://www.youtube.com/channel/UCqgdpU389B90wOobnYbiw1w
http://www.yermikurkus.com
podcast- The Exceptionally Irresistible Show

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Back in 2001 Tom was broke as a joke.
A near-death experience while whitewater rafting pushed him to find a new way to break free of his 9-to-5 job. His first "deal" almost took him under as well, but real estate investing saved him in the end. Both personally and financially. Hundreds of deals later, he is happy to share the same negotiation, marketing, and business techniques that set him free, so we can do the same. Simple, structured, and step-by-step.

Main Points:

What’s the #1 thing stopping people from getting more deals?
How can solid negotiating make a huge difference in your business right now?
What are some negotiation tips that people can use immediately?
What's the best way to get clarity about moving forward with a deal?
How do you beat the fear of getting started?
Why do people's marketing campaigns die, and what can you do to avoid it?
What do you think are the 3 major screw ups that can knock you out of business?
Why do you think goal setting is cheesy, and what should you do instead?

Connect with Tom Zeeb:

https://tomzeeb.com/dealflow
tom@tomzeeb.com
https://www.facebook.com/TomZeeb
https://www.instagram.com/tomzeebtraction
https://www.linkedin.com/in/thomaszeeb
https://twitter.com/tomzeeb
https://www.youtube.com/TractionRealEstateMentors
https://TractionRealEstateMentors.com
Podcast - The Art & Science of Real Estate Negotiation

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Sam was born and raised in St. Louis, MO. His mom was a teacher, and his dad was an engineer. He had a very normal childhood, and his plan was to follow societal norms and work for an employer his whole life and retire at 65… As soon as he discovered real estate investing… that all changed! He created financial freedom and has accrued massive wealth in just a few years!

Main Points:

How are you able to buy these houses without using any of your own money?
How can a beginner learn how to buy their first rental?
What are you expecting for the housing market for the rest of 2023?

Connect with Sam Primm:

http://FasterFreedom
sam@fasterfreedom.com
https://www.tiktok.com/@samfasterfreedom?lang=en
https://twitter.com/fasterfreedom
https://www.youtube.com/SamFasterFreedom
Podcast: The FasterFreedom Show
https://www.linkedin.com/in/samprimm
https://www.facebook.com/SamFasterFreedom/
https://www.instagram.com/SamFasterFreedom/

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Franco Perez is on a mission to create affordable housing in Silicon Valley. He discovered that the Bay Area’s mobile home parks offer an abundance of underused land with great growth potential.

Main Points:

What's the first piece of advice you would say to the people who would like to get out of poverty and replicate the success that you enjoy today?
Why does the younger generation want to get into homeownership?
Why are mobile homes perfect for Millennials?
What is the true cost of renting, why does it keep you poor, and how can mobile homes help you?

Connect with Franco Perez:

franco@franco.tv
https://www.francomobilehomes.com
https://www.facebook.com/francoperezhomes
https://www.instagram.com/francosiliconvalley/
https://www.linkedin.com/in/francotv/
https://www.tiktok.com/@mobilehomeexpert
https://www.youtube.com/channel/UCgQ4otKTfwxGJkUqH-dGEYg

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Charles Carillo is the managing partner of Harbor side Partners; a real estate syndication firm and has been actively investing in multifamily and commercial real estate since 2006. Since that time, he has invested in over $200 million worth of investment real estate. Charles is also the host of the Global Investors Podcast, where he interviews professionals about investing in U.S. real estate.

Main Points:

What makes cash-flowing real estate so powerful?
What are some of the biggest mistakes real estate investors make?
How to mitigate risk when investing in real estate?
How do you decide which sponsors, deals, and markets to focus on?
What is real estate syndication?
How to invest in U.S real estate as a foreign investor (passively or actively)
How can you invest in real estate while having a full-time job?
Or questions regarding any of the topics from the media sheet

Connect with Charles Carillo:

https://harborsidepartners.com/passive-real-estate-investing-guide/
charles@harborsidepartners.com
https://www.facebook.com/CharlesKennethCarillo/
https://www.instagram.com/charleskcarillo
https://www.linkedin.com/in/charleskcarillo/
https://www.youtube.com/@HarborsidePartners
https://harborsidepartners.com/
Podcast- Global Investors Podcast

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Tim Lyons is the co-founder and Managing Partner of City side Capital along with his brother Greg. He is a Registered Representative of Phase One Financial Services, LLC, a broker-dealer based in New York City. Tim is focused on raising capital for multifamily, self-storage and industrial assets that provide great risk-adjusted returns, tax advantages, passive income, and equity upside.

Main Points:

How to get started even though you have limiting beliefs
Traditional "accumulation" and deferred gratification model vs. Building cash flow and passive income NOW model.
Starting small works
Active vs Passive Investing
Why syndications work for busy w-2 investors
All things capital raising
Current economic and financial conditions

Connect with Timothy Lyons:

tim@citysidecap.com
https://www.facebook.com/tim.lyons.712
@citysidecapital_tim_lyons
https://www.linkedin.com/in/tim-lyons-cityside-capital/
@Tim_CitysideCap
https://www.youtube.com/@citysidecapital
http://www.citysidecap.com
Podcast- The Passive Income Brothers Podcast

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Laura Adams is one of the nation’s leading personal finance, insurance, small business authorities. She’s an award-winning author, speaker, and host of Money Girl, a top-rated weekly podcast.

Main Points:

What's the best way to start a real estate investing business?
Should real estate investors become licensed sales agents?
How can real estate investors prepare for retirement?
What should real estate investors know about insurance?

Connect with Laura Adams:

laura@lauradadams.com
https://www.linkedin.com/in/lauradadams/
https://LauraDAdams.com
Podcast: Money Girl

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Brian Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties in 2010 where he provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.

Main Points:

The current state of the commercial real estate market and key demographic metrics driving change
Syndication platforms focused on taxable high net worth investors and family offices
Direct co-investment structure for RIA's/boutique wealth management firms/multifamily offices
Tax advantages of direct real estate ownership

Connect with Brian Adams:

badams@excelsiorgp.com
https://www.excelsiorgp.com/
https://www.linkedin.com/in/brian-c-adams/
Podcast: Capital Club

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Brendan Chisholm is a General Partner on four properties totaling 287 units. His focus is on Value Add Multifamily Properties in the Southern USA. Crendan's core focus is Capital Raising and Asset Management

Main Points:

Discuss real estate journey
Evolution of capital raising
Jumping right into syndications
I will let you steer the conversation

Connect with Brendon Chisholm:

brendan@bkcholding.com
http://www.bkcholding.com
https://www.facebook.com/BPChisholm
https://www.instagram.com/brendan.chisholm/
https://www.linkedin.com/in/brendanchisholm/
Fairfield County Multifamily & More Meetup
The Value Add Real Estate Show with Brendan Chisholm

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Mason McDonald a Former hospital CEO turned full-time land flipper. Utilizing an executive-level approach to grow and scale his business and help others do the same.

Main Points:

Can you tell us more about your journey from healthcare administration to real estate investing? What inspired you to make this transition?
How did you get started in land flipping, and what were some of the biggest challenges you faced early on?
You mentioned that you've automated most of your land flipping business to make it more efficient. Can you talk about some of the tools and systems you use to achieve this?
What advice would you give to someone who's interested in getting started with land flipping or real estate investing in general?
Can you share a success story from one of your land flipping deals? What did you learn from this experience?
You've recently started coaching and consulting with other real estate investors. Can you tell us more about what you offer in these services and what you hope to achieve through them?

Connect with Mason McDonald:

If you have a proven track record in business or your personal life and want to learn how to flip land through one on one coaching, reach out to him via email, linkedin, or his coaching site: coachingwithmason.com
mason@rmgoldenllc.com
https://www.facebook.com/masonm1/
https://www.linkedin.com/in/mason-mcdonald-748110113/

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Joel Friedland is an industrial real estate syndicator with over 40 years of experience and nearly 100 acquisitions in the Chicagoland area totaling ~3 million sq ft. On his team are more than 200 investors. Joel brings to us his unique philosophy on debt ratios and preservation of capital.

Main Points:

2008 recession (How I got into trouble, got out of trouble, and the struggle/journey)
Buying assets all-cash, no mortgage (After 2008 I changed my focus to buying assets with no debt for extreme financial safety)
Importance of mentorship (I was mentored myself and it was huge advantage. Now I give back by mentoring others)
The “User Sale” (selling buildings to users instead of investors for a premium because it’s a tool for their business vs. chasing a cap rate).
The niche of B/C industrial in Chicago (Why we buy what we buy)
How I make major decisions (I have an advisory board of ~8 people who are business or real estate professionals. I don’t make any big decision without talking to them first and getting their input).
Raising capital (I’ve raised over $100 million for my various real estate syndications over the years)

Connect with Joel Friedland:

Contact them at: https://britproperties.com/contact-us/ to learn more about our current offerings
joel@britproperties.com
https://www.linkedin.com/company/11769890/
https://www.youtube.com/@britproperties4581
https://www.facebook.com/profile.php?id=100064703481200

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Ronald "Ron" Rohde became a real estate investor before becoming a lawyer, and currently combines his career and passion for helping investors buy commercial real estate to build wealth.

He currently owns 3 properties in DFW totaling over 100,000 square feet and is always looking for new investment opportunities.

Main Points:

What do you think sets successful real estate investors apart from those who struggle to achieve their goals, and what can investors do to increase their chances of success?
What led you to become a commercial real estate attorney specializing in investment transactions?
What are some of the biggest legal challenges that real estate investors face around debt financing?
What are some of the most common mistakes that you see real estate investors make, and how can they avoid them?
What advice do you have for new investors who are just starting out in real estate, and what steps should they take to ensure their success?
Who are the key members of a commercial real estate investor's team?

Connect with Ronald Rohde:

Calendly link to schedule a call: https://calendly.com/rrlaw
ron@ronaldrohdelaw.com\
ronald@cardinalhomeinspection.com
https://www.facebook.com/ronaldrohdelaw
https://www.linkedin.com/company/law-office-of-ronald-rohde-pllc/
https://www.youtube.com/channel/UClBAt0cagwGAxYGYo09QrNg

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Mark Updegraff is a real estate investor, broker, and business owner, focusing on revitalizing Rochester NY properties while leading the Updegraff Companies. He is passionate about community development, raising capital for diverse asset classes, fostering innovation, nurturing teamwork, and actively developing multifamily space in downtown Rochester.

Main Points:

How do you identify areas that may experience higher than average appreciation for a Metropolitan Statistical Area?
What are some things operators should look out for when hiring a property managment firm?
What is the benefit of vertical integration when it comes to operating and managing real property?
What are some of the most common problems or pitfalls that new investors fall into?
What is the best way to underwrite a property and should you trust the underwriting of a 3rd party (even if you hired them)?
What are some good tips for working with lenders when you're just starting out and building a track record?
How can you leverage the power of networking as a new investor?

Connect with Mark Updegraff:

If you're an active investor getting burnt out from wearing too many hats, give a shout to learn a better way to make more money while doing less work! www.RazeCapital.com
mark@updegraffgroup.com
https://www.facebook.com/Slackadelic
https://www.instagram.com/mrmarkupdegraff/
https://www.linkedin.com/in/updegraff/
https://www.tiktok.com/@mrmarkupdegraff
https://twitter.com/MrMarkUpdegraff
https://www.youtube.com/@becomingaboss/featured
http://www.RazeCapital.com
Linked-in LIVE Thursday at 2PM

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Melanie McDaniel is the Managing Director and Co-founder of Moonbound Partners in Austin, TX. Moonbound is a Women Owned boutique private equity management fund that places capital into best-in-class private commercial real estate investments. Moonbound’s mission is to preserve and grow generational wealth through diversification. Melanie is also a Managing Partner of Freestyle Fund, and is a Co-General Partner on various commercial real estate syndications.

Main Points:

What opportunities are you seeing in the current market economy?
What is the difference between investing in a fund or syndication?
What are some of the benefits of investing in private real estate investments?
What is the biggest tip you can give to new investors when it comes to building an investment portfolio?

Connect with Melanie McDaniel:

Go to www.MoonboundFund.com to sign up for the early notification list.
melanie@freestylecapitalgroup.com
http://www.freestylecapitalgroup.com
https://www.facebook.com/freestylecapitalgroup
https://www.instagram.com/freestylecapitalgroup/?hl=en
https://www.linkedin.com/in/melaniemcdanielinvest/
https://www.tiktok.com/@melanieinvest?lang=ja-JP
https://twitter.com/freestyleinvest?lang=en
https://www.youtube.com/channel/UCjooQOXNa2GikHG0ilncRuA

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Ian Walsh is the co-owner of Hard Money Bankers. He started real estate investing in 2007. He built one of the largest wholesaling companies in Philadelphia at the time and then built the largest property management company in Philadelphia.

Main Points:

How do private lenders analyze deals in a changing market?
What are the biggest concerns with the unstable real estate market?
How can you fund deals without appraisals?
How are 24hr closings possible?
What are red flags when someone approaches you to fund a deal.

Connect with Ian Walsh:

Go to HardMoneyBankers.com for more info or funding
ian@hardmoneybankers.com
https://www.linkedin.com/in/ian-walshhmb/
@HardMoneyBankersPA
Podcast: Market Makers

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Tony Castronovo, Founder & Managing Partner of Novo Multifamily Group, is a seasoned multifamily real estate investor with experience in acquisition, due diligence, syndication, capital raising, construction, asset management, and overall asset strategy implementation. He has been invested in over 900 units, including a combination of general partner, limited partner, and independent ownership. Tony complements his background with a 25-year management consulting career, advising clients on project investment portfolio management. Finally, Tony is the founder of Grit to Growth, a transition & performance coaching business where he helps empower entrepreneurs to live an intentional life by design!

Main Points:

How realistic is it to create enough passive income to quit your job and live financial freedom?
What was your biggest surprise after quitting your job and going full-time in real estate?
How did you pivot in order to address your big surprise?
What was one of your greatest challenges in real estate and how did you overcome it?
What is Grit to Growth?
What are the Six Stages of Entrepreneurship and how can coaching help?

Connect with Tony Castronovo:

Download the free resource: Ultimate Guide to Quitting Your Job and Transitioning to Entrepreneurship: https://grit-to-growth.com/ultimate-guide
tony@novomultifamilygroup.com
https://novomultifamilygroup.com/
https://www.linkedin.com/in/tonycastronovo/
MAIN (Multifamily Apartment Investors Network)

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Parlaying all of the success from real estate investing and property management growth Steve Rozenberg has gone on to be one of the most well-known influencers in the Real Estate Community, he is a top contributor to BiggerPockets as well as other top level Real Estate platforms. He has been a guest and collaborated on countless panels, webinars, masterminds, conferences, podcasts as well as being a published author and popular speaker.

Main Points:

What is the difference between a Boss and a business owner?
Why is it so hard to become a business owner?
What are entrepreneurs struggling with the most?
What needs to Change for your business to see a difference?
Can you "Recession proof" your business?
I have heard you say "people talk their way out of business", what do you mean by that?
What is one step Bosses can take TODAY to become a Business owner?

Connect with Steve Rozenberg:

Keep an Eye out for our next event near you! https://steverozenberg.com/business-breakthrough-summit/
steve@steverozenberg.com
https://www.facebook.com/SteveRozenberg1
https://www.instagram.com/rozenbergsteve/
https://www.linkedin.com/in/steve-rozenberg-20593553/
TikTok: @steverozenberg
https://twitter.com/SteveRozenberg
https://www.youtube.com/@SteveRozenberg
Podcast: High stakes with Steve Rozenberg
Business Breakthrough Summit

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Maria Zondervan is the Founder and CEO of Blue Vikings Capital. She began investing in real estate in 1996. In her 25+ years of investing, she has worked everything from standard single-family houses to apartment complexes to hotels. Maria’s current focus is on recession-resistant value-add apartments and 100+ room hotels that are well-positioned to be converted to affordable workforce housing. Maria now turns much of her attention to helping others build their wealth through real estate investing.

Main Points:

How Real Estate Can Allow You to Pursue Your Passions. I was a low paid wildlife biologist that worked to bring endangered species back from the brink of extinction, but I built wealth for my family through real estate investments.
Let Real Estate Purchase Businesses That Later Purchase More Real Estate. I leveraged my real estate to get business loans and used refi events and real estate proceeds for the down payments. I purchased two Massage Envy Franchise locations. The cashflow from those now allows me to buy more real estate.
How to Maximize Your Returns as a Passive Investor. I have an entire course on this subject. I cover how to select, fund, layer, and tax shelter your investments for maximum returns. With this stratedgy, you can turn each $100K investment into $1.7M in 15 years.

Connect with Maria Zondervan:

jv@dodeals.com
http://www.BlueVikingsCapital.com
https://drive.google.com/file/d/1JhCR10GuylxJ_hncgN-Fpu3rkJNPcZmW/view?usp=sharing
https://www.facebook.com/maria.zondervan
https://www.instagram.com/mariazondervan/
https://www.linkedin.com/in/maria-zondervan-b5b61544/
https://www.youtube.com/channel/UC1lGslpmC0vtJaFrYzXAWcQ

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Howard Polansky helps people take control of their finances to put them in a much safer financial position by engineering the cash flows in their personal life. Howard is the CFO of the Cash Flow Optimizer.

Main Points:

Any special qualifications?
Do you have an example of an employee?
What if a big purchase is intended?
Can you work with businesses and do you have an example of how that might look?
What are the risks?
Any amusing stories?

Connect with Howard Polansky:

howard@cashflowcoachusa.com
www.cashflowcoachusa.com/book
https://www.linkedin.com/in/howard-polansky-7ab9237b/

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Thomas Higgins is the Co-Founder and Managing Partner of Terra Capital. Tom has developed and renovated over 2,000 multifamily units throughout the United States. His projects include everything from duplexes in the suburbs of Pittsburg, PA, to a 1 Million Sqft Skyscraper in the heart of NYC’s financial district. Before Co-Founding Terra capital, Tom spent over a decade working for some of the largest and most successful Real Estate Brokers, Investors, and Development Companies in the country, where he was responsible for over $1.5b+ of Real Estate Assets, acquiring the experience and knowledge necessary to lead Terra’s first-class development teams.

Main Points:

Why does Terra Capital invest in small-value add properties?
Why do we invest in the mid-west? Specifically Pittsburgh, Columbus, and Indianapolis?
What are our target demographics and why?
Can you tell us in detail Terra's acquisition process from start to finish as well as talk about your renovation protocol?
Why is now not the right time for Real Estate Development?
Why Value-add multifamily today?

Connect with Thomas Higgins:

Join Terra's New letter or for Accredited Investors sign up to be added to learn more about or offerings. USATerra.com
tom@usaterra.com
https://www.linkedin.com/company/80493533/admin/
https://twitter.com/tomchiggins
http://usaterra.com

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Adam Zach is a family man with a business, not a businessman with a family. He retired from Civil Engineering at the age of 32 through real estate investing.

Main Points:

What is Reverse Investing?
How do you leverage "contingencies" in your offer to protect your offers?
When do you pivot and when to persevere from an idea?
Tell me more about the power of partnerships?

Connect with Adam Zach:

https://homeequitypartner.com/investors/ This link would allow investors a free lease option contract along with access to future deals.
adam@homeequitypartner.com
https://www.facebook.com/ChessChief
https://www.linkedin.com/in/adam-zach-pe-0000303b/
https://homeequitypartner.com/investors/
Podcast: Preapproved

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Using his proprietary 3 Part Money Partner Formula™ Dave Dubeau helps his real estate entrepreneur clients to grow their portfolios by raising 6 figures in a matter of weeks and even 7 figures in a matter of months, all by attracting private investors instead of chasing after them.

Main Points:

How can being an author help you boost your profile and attract private investors?
What are some effective strategies for building a strong platform and following to increase your visibility and raise money?
How can public speaking play a role in raising your profile and creating more opportunities for JVs?
How important is your personal appearance, including your dress, in making a lasting impression and attracting potential JV partners or investors?
What are some creative ways to grab attention and generate interest without sounding self-centered, while still getting your point across?
Why is it crucial to have high-quality business cards when it comes to raising your profile and finding private investors?
How do professional headshots and photos contribute to your capital marketing efforts?
What are the advantages of being interviewed on podcasts for increasing your profile and opening doors to more capital opportunities?

Connect with Dave Dubeau:

Opportunity to be featured on his podcast: DaveInterviewsYou.com
Property Profits Real Estate Podcast

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Michael Elefante is a real estate investor, short term rental expert and entrepreneur. Michael owns 7 short term rentals that do over $1M per year and owns and operates multiple 7 figure businesses.

Main Points:

How did you get started in real estate?
How long did it take you to become financially free?
What is your current revenue and cash flow on your rental portfolio?
What businesses do you own and operate?
Do you mentor or coach other people how to get started and scale in short term rentals / Airbnb?
How can people get started with less or no money in short term rentals?

Connect with Michael Elefante:

BNB Investor Academy is my coaching and mentorship program (taught over 1,000 people) You can learn more information about the program and apply for an intro call with team at this link: https://www.bnbinvestoracademy.com/opt-in
michael@bnbinvestoracademy.com
Insta/ twitter/TikTok/ Youtube : @melefante6
Podcast: The Social Wealth Podcast

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Paul Moore is a returning guest to Real Estate Investing Abundance. Paul has launched multiple investment and development companies. He completed over 100 commercial and residential investments. He has appeared on HGTV, contributed to Fox Business, The Real Estate Guys Radio, and is a regular contributor to BiggerPockets. He is the co-host of the wealth-building podcast, How to Lose Money.
Paul is the author of two publications: Storing Up Profits – Capitalizing on America’s Obsession with Stuff by Investing in Self-Storage, and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing.

Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm.

Main Points:

Tell us about your RV Park Special Report (released in January 2023).
Why did your firm add RV Park investing to your portfolio?
Why are multifamily investors turning to RV parks, self-storage, and mobile home parks for double-digit returns in this turbulent environment?
Tell us why you’re passionate about generating funding to fight human trafficking and rescue its victims.
Why is it important for investors, entrepreneurs, and executives to find their “big why”?
Many investors are sitting on the sidelines right now. How is Wellings Capital navigating this economic downturn?

Connect with Paul Moore:

Get a free copy of our RV Park Special Report by going to our Resources Link at www.wellingscapital.com/resources
paul@wellingscapital.com

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Over the last decade, Andy Gurczak has not only protected thousands of people from being defrauded, but also helped them receive more money than what their insurance initially offered.

Main Points:

What is a public adjuster?
In one instance, a client had his business burn to the ground and was initially quoted $3,000 dollars from his insurance company. With your help, he received over $600,000 and was able to properly rebuild and restart his business.
Who benefits from using a public adjuster?
What kind of claims can a public adjuster help with?
Is using a public adjuster a good idea?
How much do public adjusters charge?
What does a public adjuster do?
What is a public adjuster?

Connect with Andy Gurczak:

andy@allcityadjusting.com
https://www.facebook.com/allcityadjusting/
https://www.linkedin.com/in/andy-gurczak-528b9b64/
http://www.allcityadjusting.com

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James Svetec is an Airbnb expert, investor, and coach. Who coaches students around the world on Airbnb hosting, management, and investing. James is also the bestselling co-author of Airbnb for Dummies, and his work has been featured in Forbes, New York Times, and many others!

Riley Oickle is a Canadian real estate investor and mentor who specializes in multi-family residential investing through BRRRR and joint venture strategies. Today, he owns a real estate portfolio worth over $8 million. He helps beginners find, analyze, and purchase cash-

Main Points:

Can you tell us a bit about your background and how you got started in real estate investing?
Tell us more about BNB Inner Circle. What made you decide to start your own coaching program?
What are some of the biggest challenges you faced as a real estate investor, and how did you overcome them?
What are some common mistakes that new real estate investors make, and how can they avoid them?
What advice do you have for someone who is just starting out in real estate investing?
Where do you see the real estate market heading in the next 5-10 years, and what opportunities do you see for investors in the future?

Connect with James Svetec & Riley Oickle:

james@bnbinnercircle.com
https://bnbinnercircle.com/

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Randy is President of InvestArk Properties, LLC focusing on creating investor value and passive income returns for the busy professional. He has been in multi-family real estate since 2014 as both a general partner in 1,200 doors and a limited partner in over 4,000 doors.

Main Points:

Currently serves as the Chief Compliance and Audit Officer for a large academic medical institution in Houston, TX.
Randy has a bachelor’s degree in Accounting, Information Systems, an MBA in Finance and is a CPA (non-active)
He is a husband and father of 4 adult children spending his free time analyzing deals and networking with investors

Connect with Randy Langenderfer:

randy.langenderfer@invest-ark.com
http://www:invest-ark.com
https://www.facebook.com/randy.langenderfer
https://www.linkedin.com/in/randy-langenderfer/

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David Chan is the Chief Client Officer, Head of Business Development, and Founding team member at FarmTogether, a farmland investment management company with nearly $200m in assets under management in the USA.

Main Points:

What is farmland investing?
How is farmland investing different from investing in real estate in general?
What makes farmland a compelling investment? What factors contribute to farmland’s long-term value?
Farmland as an investment has been growing in popularity, especially amidst the unpredictable and volatile economic environment over the past 3 years; what about farmland has made it a “go-to” asset in times of uncertainty? How has farmland historically performed amidst a high-inflationary environment?
How does FarmTogether work? Please break down your three different types of investment products available through FarmTogether (crowdfunding, sustainable farmland fund, and bespoke opportunity).
What is your evaluation process for potential investments? How do you source & vet opportunities? Which regions do you typically target?
What kind of “farmland” is available out there to invest in? Permanent vs. row crops?
What sets FarmTogether apart from competitors? How are returns generated for investors / what are the typical returns you see in this asset class?

Connect with David Chan:

The audience can access our live investments here: https://farmtogether.com/investments
david@farmtogether.com
https://farmtogether.com/

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Terrie Schauer With 20+ years experience as a Real Estate investor and property manager, Terrie is CEO & founder of MyRoom Property Management and Real Estate consulting group based in Montreal, Canada. She is the leading authority on applying mindfulness principles to Real Estate investing, and has written the #1 bestselling book on the topic, Mindful Landlord. On her show, The Real Estate Investor's Club Podcast, Terrie talks to investors about deals, doors and dollars.

Main Points:

What mental skills do you need to succeed as a Real Estate Investor?
Real Estate Coaching is often about bigger and better. Is bigger always better?
What is mindfulness & how can it be applied to Real Estate Investing?
How can we guard against short-term thinking as investors?
3 mindfulness skills you can learn today
What kind of data is important in analyzing market trends?
What causes the housing to become unaffordable?
What is housing financialization?
How can an investor hedge the market?
How have housing markets changed over the last 30 years, and what do you predict for the future?

Connect with Terrie Schauer:

www.mindfullandlord.com
terrie.schauer@gmail.com
https://www.facebook.com/TerrieSchauerInc
https://www.linkedin.com/in/terrieschauer/
https://www.youtube.com/RealEstateInvestorsClub
http://www.terrieschauer.com
https://www.instagram.com/terrieschauer/?hl=en

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Land Investor and Entrepreneur Jon Jasniak, has bought and sold over 7000 acres of land through over 700 deals, creating a 10-million-dollar land company from scratch. Jon teaches others how to buy and sell land. Most recently, he bought a small town in West Texas

Main Points:

How much capital do you need to start buying and selling land?
How much time is needed?
How can you scale this business?
What makes land different from other real estate businesses and niches?
Where do you find the land and how do you sell it?
What is your advice to someone getting started in the land space?
How can you make passive income with land?

Connect with Jon Jasniak:

jonjasniak.com/land
jon@jonjasniak.com
https://www.facebook.com/profile.php?id=100063348601777
https://www.instagram.com/jonjasniak/?hl=en

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Lauren Wells leads her company in the strategic evaluation of market research and implementation and heads business strategies. Lauren has been investing in real estate since 2010. During this time, she has helped grow and manage a portfolio of over 100 assets that include both residential real estate and mortgage notes.

Main Points:

What is the difference between passive and active investing?
Why is passive income important in 2023 specifically?
How do I get started investing passively?
What if I am not accredited?
How do you decide WHO to invest with and WHAT to invest in?

Connect with Lauren Wells:

lauren@7einvestments.com
https://invest.7einvestments.com/
https://www.linkedin.com/in/walkerwells/
Instagram: @7einvestments
https://www.youtube.com/channel/UCQt_koCOTq6QaH2utGysSUQ

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Jenny is a Managing Partner at Vertical Street Ventures, which was established to help individuals achieve their financial goals through passive investing in real estate. As one of the Founders, she currently oversees Asset Management and Investor Relations. She focuses on Business Strategy and execution of the business plan as well as managing relationships and communications with investors.

Main Points:

Yes you can have it all!
Find a mentor
Build the right team - right person in the right roles
Continue to learn everyday - you need to be an expert in your field
Aim higher than what you thought possible
Take time to celebrate and enjoy life

Connect with Jenny Gou:

jenny@verticalstreetventures.com
http://www.verticalstreetventures.com
https://www.facebook.com/verticalstreetventures/
https://www.instagram.com/vertical_street_ventures/
https://www.linkedin.com/company/vertical-street-ventures
https://www.youtube.com/c/VerticalStreetVentures
VSV Multifamily MeetUp

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Main Points:

Yes you can have it all!
Find a mentor
Build the right team - right person in the right roles
Continue to learn everyday - you need to be an expert in your field
Aim higher than what you thought possible
Take time to celebrate and enjoy life

Connect with Jenny Gou:

jenny@verticalstreetventures.com
http://www.verticalstreetventures.com
https://www.facebook.com/verticalstreetventures/
https://www.instagram.com/vertical_street_ventures/
https://www.linkedin.com/company/vertical-street-ventures
https://www.youtube.com/c/VerticalStreetVentures
VSV Multifamily MeetUp

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As a co-founder of REEP Equity, Jacob Garza focuses on developing and overseeing the company's growth strategy while taking a hands-on approach to managing the firm’s capital expenditure projects. His goal is to execute the value-add business plans to insure the investments generate attractive risk-adjusted returns for REEP's investors. Jacob directly oversees asset management as well as fosters and maintains relationships with key industry leaders.

Main Points:

Why property management is even more important today?
Why a well-capitalized property is important?
Is this still a good time to buy?
What to look for in a sponsor?
Best practices for asset management.

Connect with Jacob Garza:

https://reepequity.com/contact/
jacob@jacobgarza.com
https://www.facebook.com/jacob.garza.779
https://www.linkedin.com/in/jacob-garza-sr-a9579928/

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Walldorf Capital Ventures helps people get exponential investment growth, passive income, and tax savings through investing in apartment buildings. They create a "receive more, do less" partnership with their investors.

Main Points:

What is the story that got you into MF investing?
What do you think are the three most important things that a multifamily investor needs to think about before investing?
What are the most important criteria for investing?
You all have something to give to our listeners, tell us about that.
What is one story you can share about taking action instead of educating yourself without applying what you learn?

Connect with Nathan & Eda Walldorf:

www.TheWealthBuildingTrifecta.com
nathan@walldorfcapitalventures.com
http://WalldorfCapitalVentures.com
https://www.facebook.com/profile.php?id=100089373460231
https://www.instagram.com/walldorfcapitalventures/
https://www.linkedin.com/in/walldorf-capital-ventures-8b43a2220/
https://www.instagram.com/walldorfcapitalventures/

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Johnny's horrible Craigslist roommate experience led him to think outside the box. He converted a single-family home to a group home for his friends and realized the potential in multi-tenant real estate investing. HomeRoom was born and exploded despite the global pandemic, raising $6M to date.
Main Points:

How can data-science play a role in real estate investing?
What are key things to think about when buying your first rental?
How do you level up from one to many properties - and what are the keys to reaching a large-scale portfolio?
How can out-of-state investing be better than investing locally?
What is the future of property management and how can investors position themselves to benefit?
What is house hacking?
How does co-living or rent-by-the-room models work? Doesn’t that make it difficult to manage property remotely?
Is now a good time to invest in real estate?
How do you identify properties that have above-average returns?

Connect with Johnny Wolff:

johnny@livehomeroom.com
(913)228-0858
https://livehomeroom.com/
http://www.facebook.com/livehomeroom
https://www.linkedin.com/in/johnnywolff/

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Jesse Stump is an avid real-estate investor and founder of Cville Properties, a Property Management company in Catonsville, MD. His diverse residential, commercial and multi-family portfolio allowed him to reach his financial freedom number in 2022 (just before his 40th birthday).

Main Points:

How I got started in real-estate
Lessons learned from my first deal
How I transitioned to commercial / multi-family properties
Some of the more unique properties we have acquired and creative income streams they provide
Leveraging my knowledge / experience to create a scalable property management business
What’s next

Connect with Jesse Stump:

j.stump@cvilleprops.com
http://www.cvilleprops.com
4438409110
Facebook: CvillepropertiesLLC

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Caleb Johnson has been an entrepreneur since the age of 18. He founded, the From Trial to Triumph podcast where he interviews notable guests who are leaders in their fields. Caleb owns and operated B and C-class apartment complexes.

Main Points:

THIS is how to manage your assets
How to source off market offerings
The power of persistence
The Importance of your why
The basics of underwriting
Knowledge is power
If you quit, it will last forever

Connect with Caleb Johnson:

caleb@redseacapitalgroup.com
4804630954
http://redseacapitalgroup.com
https://www.facebook.com/profile.php?id=100083689613341
https://www.instagram.com/redseacapitalgroup/
https://www.linkedin.com/in/caleb-johnson-7b7300205/
https://www.youtube.com/channel/UCRTigNh-13SbgNYRTA8bfVQ

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Victor Bell is a real estate investor, the CEO of Bell Capital, a best selling author, and a speaker on business and money

Main Points:

How to Get started
How to get connected
Why the old way of connecting doesn’t work
Obvious ways to fail when investing with a manager or deal
One thing investors should do in todays market

Connect with Victor Bell:

Bell-capital.com/book
victor@bell-capital.com
8087781326
Bell-capital.com
Insta: @therealvictorbell
Twitter: @victorbell365
Youtube: @bellcapital
Podcast: The Real Estate Club

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Anthony Faso & Cameron Christiansen are founders of Infinite Wealth. Having been a small business owner for eight years, Cameron was frustrated with investment solutions proposed by traditional financial advisors. This frustration is what led him to discover infinite banking and real estate investing. As a follower of the principles of Robert Kiyosaki, Cameron helps his clients to be financially independent. He educates clients on making sound financial decisions and coaches them on investing in assets that have certainty, control, and collateral.

Main Points:

Why are 401(k)'s the worst vehicle to achieve financial freedom?
What is financial freedom and how does someone achieve it?
What is Infinite Banking?
Is Infinite Banking a scam?
What is the million dollar mistake that RE investors are making?

Connect with Cameron Christiansen:

cameron@cameronchristiansen.net
cameron@infinitewealthcourse.com
(702)850-8100
https://infinitewealthconsultants.com/
https://infinitewealthconsultants.com/steedtalker
https://www.facebook.com/infinitewealthconsultants/
https://www.instagram.com/infinitewealthconsultants/
https://www.youtube.com/c/InfiniteWealthConsultants

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As a real Estate investor for over 26 years, Stuart has taught over 20,000students from Arizona Real Estate Investors Association (AZREIA) and the National REIA. He's the lead editor for Phoenix Real Estate Agent magazine & National REIA Journal. Stuart was elected to the Forbes Real Estate Council twice.
Main Points:

3 Simple Strategies to Use OPM (Other People's Money)
How I legally use investor capital WITHOUT a fund
Building your portfolio with seller financing
5 mistakes even advanced investors need to watch out for
The #1 easiest way to find off-market properties
Buying investment properties with no money down
How to make competition irrelevant when working with sellers
How rising interest rates help investors

Connect with Stuart Gethner:

Book a call with me to discover your next right step. https://calendly.com/stuartgethner/ms30
stuart@stuartgethner.com
480-4434500
https://www.facebook.com/profile.php?id=100089134496576
https://www.linkedin.com/in/stuartgethner/

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With over 25 years of experience, Shannon has been involved from start to finish on over $350MM in construction projects such as multi-family, professional office buildings to city halls, fire and police stations, schools, industrial projects and mini storage. Along with his knowledgeable team at Shannon Robnett Industries (SRI), Shannon is dedicated to sharing his expertise and delivering top-quality projects that bring numerous passive income streams to his syndicate partners.

"A more intelligent investor creates a better investment market." - Shannon Robnett

Shannon is an alumnus of Real Estate Investing Abundance. You can tune in to his previous visit by going to episode 23.

Main Points:

Mindset will set trajectory so why do we always focus on the bad?
We want excellence but why do we only focus on problems
If we act like there is no solution to the problem why are we surprised when we don't find one
There is no substitute for experience and good underwriting. Tell me why
How do you see the world of Real estate over the next 24 months
Why are you so confident there will always be good deals out there?
Why invest in Bosie?
What is vertical equity?
When is the right time to develop commercial investment property?
Tax-Incentivized Investing for the passive investor
Where is the Economic now, and where is it going over the next 12 months
Financial Freedom
Tokenized Real Estate
Where are the critical aspects to Closing Investment Deals

Connect with Shannon Robnett:

www.shannonrobnett.com/
Phone: 208-291-6312
info@shannonrobnett.com
shannonrobnett@gmail.com
Podcast: Robnett's Real Estate Rundown
https://www.facebook.com/shannon.robnett.14/
https://www.instagram.com/shannonrayrobnett/
https://www.linkedin.com/in/shannonrobnett/
https://www.youtube.com/@ShannonRobnett
https://www.meetup.com/meet-the-experts-pro-tips-for-investors/

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Ace Hagarty is an investor, developer, author, and podcaster. From his rock bottom, he defied the odds and set a new standard to completely transform his life and business. From this transformation, his real estate adventures led him to attain his goal of financial freedom. This has allowed him to fully live out his mission of growth and contribution.

Main Points:

8 Catagories of Life
Can people become healthier simply by changing the overall direction of their daily emotions?
5 Pilars to Flourish Abundantly -Seligman
Positive Emotions
Engagement
Relationships
Meaning
Achievement
(Me-high Cheeks-Send-Me-High) - The best moments in our lives are not the passive, receptive, relaxing times . . . The best moments usually occur if a person's body or mind is stretched to its limits in a voluntary effort to accomplish something difficult and worthwhile"
How can we bring more meaning to our life?
What is one thing we can do today to improve our most significant relationships?
What suggestions do you have to bring more resilience into our lives despite the inevitable challenges life presents?

Connect with Ace Hagarty:

ace@superherobydesign.com
5109210996
https://www.superherobydesign.com
https://www.facebook.com/matt.j.hagerty
https://www.instagram.com/acehagerty/
https://www.linkedin.com/in/matthagerty/
https://www.tiktok.com/@acehagerty?lang=en
https://twitter.com/AceHagerty
https://www.youtube.com/@acehagerty7468

Biography of Ace Hagarty:

Ace Hagerty is a structural engineer and Nashville-based real estate investor. He flipped his first house 9 years ago. Since then, he’s flipped over 200 houses and inspected thousands of residential and light commercial structures. Ace has a portfolio of long-term and short-term rentals, and currently, is developing from the ground up! Ace’s end-of-the-year goal for 2023 is to become financially free and spend his life traveling all over the world promoting his book, hosting his podcast, and helping empower other people to take control of their lives.

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Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions and is an exclusive Deferred Sales Trust Trustee. Brett is the host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento, CA.

Main Points:

What is a Deferred Sales Trust (DST) and why use it?
How do I sell high and wait on the sidelines and/or buy or develop real estate on my own timing all tax-deferred?
How do I defer capital gains tax on the sale of a business or primary home and invest in commercial real estate all tax-deferred?
How do I help my clients escape feeling hostage to 1031 exchange?
How does the Deferred Sales Trust save a failed 1031?
How do I grow my CRE Syndication Business using Deferred Sales Trust?
How do I trade toilets, trash, management for time, liquidity, diversification, and retirement?
How do I build a tax-deferred wealth plan?
How I helped Dave sell his $7.6M multifamily property, pay off $4.5M in debt and defer $1.1M in capital gains tax without having to do a 1031 exchange.
What is the largest wealth transfer in the history of the planet and how can the Deferred Sales Trust help to fund charitable causes with this wealth?

Connect with Brett Swarts:

Join Mastermind to learn more about DST https://dst.capitalgainstaxsolutions.com/mastermind-friday
brett@capitalgainstaxsolutions.com
916-886-2986
http://www.capitalgainstaxsolutions.com

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Chris Long is the founder and CEO of Longyards Storage an industrial self-storage company. Longyards Storage caters to contractors needing storage space for their large machines, tools, and equipment.

Connect with Chris Long:

clong@longyards.com
9412781995
http://longyards.com
https://longyardsfranchise.com/
https://www.linkedin.com/in/chris-long-152b3988/
https://www.youtube.com/channel/UCBVsXxzyP6u7jTSGsdIRJsA

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Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large multifamily properties in emerging markets throughout the United States.

Main Points:

Struggles are inevitable and happen to all of us. How we respond will dictate our success
It took me 10 years to get in to real estate. Many tries and fails
I was born with a fatal lung disease called cystic fibrosis and I was only supposed to live to be 18. I'm 41
I knew that my ability to trade my time for money would fade over time with my lungs progressively failing, so I needed to find a way to support myself
Setbacks and defeats can be hidden portals through which our goals become reality

Connect with Amy Sylvis:

amy@sylviscapital.com
3104053207
Visit www.sylviscapital.com
https://www.linkedin.com/in/amysylvis/

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Brennen Degner is a 33-year-old multifamily investor with over $1 Billion in transaction experience. Currently, he owns and operates over 3,000 units across five states. He built an operating platform that includes in-house construction and property management joint ventures.

Main Points:

Where and how did you start your real estate investing journey?
Given the current market volatility describe your last deal and how getting it closed differed from what you were seeing in early 2022 and 2021?
How did you go about setting up a vertically integrated platform and why?
How do you currently capitalize your deals and how has that changed since you started investing?
Based on the success you have had in your investing journey what are some recommendations for investors first starting out?
BONUS: Why is being a real estate operator, specifically in multifamily, an efficient strategy in building wealth?

Connect with Brennen Degner:

bd@dbcap.com
310-857-9654
http://www.dbcap.com
https://www.linkedin.com/in/brennen-degner/

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Robert J. Finlay, CEO and Founder of Thirty Capital, he spent more than two decades building a portfolio of commercial real estate and securitized assets, a financial advisory and services firm, an academy for Commercial Real Estate finance and innovation, an asset management and real estate advisory firm, and numerous technology platforms for Commercial Real Estate.

Main Points:

What types of commercial assets are you primarily involved in?
What are some of the most important metrics to consider when evaluating a deal?
What data sources do you look at before making an acquisition decision?
How much time should be spent in or allotted for the due diligence process?
Speed to action is crucial in acquisitions; how can buyers leverage tech to facilitate due diligence when looking at deals?
On the opposite side, how can tech help sellers provide prospective buyers with the most actionable information to make their decisions?
What are some of the potential pitfalls, or things that deserve special attention, in analyzing property financials?

Connect with Rob Finlay:

thirtycapital@creativerealestatecopy.com
920.475.4224
www.thirtycapital.com
https://www.linkedin.com/in/rob-j-finlay/

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Joel Fine is a real estate investor, syndicator, and developer. He is a General Partner in 1,200 doors; Limited Partner in 17,000+ doors across fifteen states. He has been the principal in ground-up development projects spanning 157 acres. His acute business expertise developed over a 30+year career in high tech as business owner, entrepreneur, executive, program manager, and engineer. Host of the podcast - Paydirt - Real Estate Development

Main Points:

Started in small multifamily, then discovered syndication
Overcame three critical limiting beliefs: (1) I have to invest locally (2) I have to go it alone and (3) real estate returns are similar in all markets
Invested in Texas from California (before moving to Texas)
Learned how to invest at a distance
Learned that not all markets are like California (low cash flow, need appreciation to make money)
Discovered the power of partnerships to scale up
It's a relationship business!

Connect with Joel Fine:

joel@lakelineproperties.com
4082212708
https://lakelineproperties.com/
https://www.linkedin.com/in/joelfine/
Podcast: Multifamily Investor Nation, Austin chapter

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Kurt Warner has focused his attention on multi-family and commercial properties in Northern Ontario. Kurt’s strengths are his ability to analyze properties, uncover opportunities, his calm demeanor and willingness to go after any deal that makes sense, regardless of the size.

Main Points:

Why analyzing multi-family properties is a key to generating cash flow
How to avoid real estate burnout by creating balance between investing and life
Finding your why as a real estate investor and entrepreneur
Building and maintaining relationships as an investor
Investing in yourself first, before investing in real estate
The challenges of starting a new business and how to overcome the fears that can hold you back
Creating goals and how to achieve them through taking action

Connect with Kurt Warner:

kwarner@jfkcompanies.ca
9054832369
https://jfkcompanies.ca
https://www.facebook.com/groups/wethrivetogethernow/
https://www.facebook.com/kurt.warner.125/
https://www.instagram.com/kurt.warner.125/
https://www.linkedin.com/in/kurt-warner-8699b63/
https://www.tiktok.com/@lifebalancementor
https://twitter.com/LifeMentor23
https://www.youtube.com/@LifeBalanceMentor
Podcast: THRIVE Community
Lager and Listings 2nd podcast Live Balance Mentor

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Agostino Pintus is a former INC 500 Technology Chief who worked in corporate America for many years. When he realized that corporate life was no longer for him, he walked away from a 6figure career to make commercial real estate his life. Over the last 5 years since making that decision, he built a real estate portfolio of multifamily, development, and net lease assets. Today, Agostino helps people get into real estate investing to build their own wealth.
Main Points:

How to get back on track when you get off course
How to build teams for successful syndications
How to build sustainable passive income streams in net lease
How investors feel about debt versus how consumers look at debt
How the wealthy think and act around money
Building systems and a plan to achieve what you want in life

Connect with Agostino Pintus:

https://www.agostinopintus.com
apintus7@gmail.com
+1(734)787-4511
https://www.facebook.com/bulletproofcashflow
https://www.instagram.com/bulletproofcashflow/
https://www.linkedin.com/in/agostinopintus/
https://bulletproofcashflow.com/
https://www.youtube.com/@BulletproofCashflow/videos

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With over a decade of experience in both commercial and residential real estate finance, Huber Bongolan has sourced over $1 billion in debt and equity financing for land, construction, bridge, and permanent loans in all product sectors. Huber earned undergraduate degrees in Economics and International Studies graduating Cum Laude. With distinction, he also holds an Masters of Business Administration and a Masters of Real Estate Development. He writes and speaks nationally about real estate trending topics.

Main Points:

How does StackSource add value to the financing process that is different from traditional capital markets advisors
What are the current RE capital Markets trends
How do we vet our finance providers
What types of lenders would be appropriate for X business plan

Connect with Huber Bongolan:

huber@stacksource.com
6268930789
https://www.stacksource.com/
https://www.linkedin.com/in/huberjr/
https://linktr.ee/huberjr

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Rama is Founder of USHA Investment Group LLC. Rama is an active and passive investor in multi-family apartment syndications. Equity partner in 750 multifamily assets General Partner in 64 units. With more than 15 years of experience as an IT professional, Rama brings experience in Analyzing markets, underwriting deals, raising capital, and asset management.

Main Points:

Transitioning from single family to multifamily
Finding & Overcoming Limiting Beliefs to purchase first multifamily deal
How to Create a strong team/partners for Your Business?
Underwriting multifamily deals
Asset management Multifamily deals

Connect with Rama Krishna Chunchu:

team@ushacapital.com
info@ushacapital.com
12522922604
https://ushacapital.com
https://www.facebook.com/rama.ch.9279/
https://www.linkedin.com/in/rama-krishna-chunchu-2489241a3/
https://www.linkedin.com/in/rama-krishna-chunchu-2489241a3/
https://twitter.com/Urs_Rama
Podcast: Multifamily AP 360

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Pete Reese is the President of Reelvest Properties, a land development and investment company that did $3.5 Million in Revenue in 2022 and is pushing to do $10 Million in 2023.

Main Points:

How did you get started in real estate investing?
What was your best deal ever?
What was your worst deal?
What’s your biggest regret on your investment journey?
What's your biggest and most outrageous goal for your business?
What's the best thing about being a real estate investor?

Connect with Pete Reese:

Visit TurningProfit.com to check out our latest episodes and income reports, as well as to join our free Land Flipping Community that’s full of like-minded investors!
pete@reelvest.com
(760)908-3086
https://reelvest.com/
https://www.facebook.com/turningprofit
https://www.instagram.com/turningprofitpete
https://www.linkedin.com/in/petereese1/
https://www.tiktok.com/@turningprofitpete
https://twitter.com/turningprofit
https://www.youtube.com/channel/UCp6dkG5XJXlZCuttM7Qhq0Q

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Stacy Rossetti is a self-storage investor, real estate investor, mommy, wife, coach, asset manager, fund manager, mentor, teacher, facilitator, connector. The Rossettis own 12 storage facilities (as of August 2022) and they also have a 506c Reg D fund - Self-Storage Fund of America. Stacy is a veteren of Real Estate Investing Abundance. You can also learn more about Stacy and self-storage investing by going to episode REIA 22

Main Points:

the six way to invest in self-storage:
mismanaged facilities
income producing properties
conversions
new construction
wholesaling
lending

Connect with Stacy Rossetti:

we can set up an affiliate link for our course if you want
diamondintheroughrealty@gmail.com
7708813496
http://www.stacyrossetti.com
https://www.facebook.com/stacyteaches
Insta: stacy.rossetti
https://www.youtube.com/c/stacyrossettiteaches

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Don Spafford is a partner with Happy Camper Capital, an Outdoor Hospitality Investment company who specializes in RV Resorts and Marinas. These are purchased through syndications open to both accredited and non-accredited investors.

Main Points:

Background in finance and investing in securities
How did you get started investing in RE?
Why were you so determined to invest in RE that you were willing to take money from your retirement account?
Why did you start with a small multifamily and not just buy a single family?
How did you get into commercial RE?
Triple Net multi-tenant
MF build to rent
How did you end up also investing in RV Campgrounds and being a partner with Happy Camper Capital?
What makes RV Campground investing different or better than multifamily?
Why diversify into different asset classes? Which do you prefer?
Financial Freedom – what does it mean to you?

Connect with Don Spafford:

Schedule a call to discuss your situation and goals : https://calendly.com/don-spafford/strategy-session-with-don
don.spafford@happycampercapital.com
208-497-1408
https://happycampercapital.com/
https://www.facebook.com/profile.php?id=100074539004460
https://www.linkedin.com/in/don-spafford-5887867/
https://www.youtube.com/@happycampercapital5704

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Brent Bowers is the owner of The Land Sharks and is an investor and coach focused on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes to be more present with his family. His interest in real estate began in 2007 when he purchased his first home. While Brent invests in many real estate types, his favorite is buying and selling vacant land.

Main Points:

What are the top 3 reasons why you love land?
What are 3 tips for buying land most first-time buyers don’t consider?
Why is there no competition in land?
How does investing in land differ from investing in single family or multifamily homes?
Why would someone consider investing in vacant land if they’re already investing in other types of real estate?
What is the key to your success?
What is your next goal?

Connect with Brent Bowers:

https://www.thelandsharks.com/
brentlbowers1@gmail.com
+1(863)801-6959
https://www.facebook.com/brentlbowers1/
https://www.instagram.com/brentlbowers/
https://www.linkedin.com/in/brent1/
https://www.youtube.com/channel/UCX4sxJwiz7ET7AKTXD9SA8A

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Larry D. West III, founder of Precision Business Strategies. He helps real estate investors and business owners develop timely and accurate financial insights to make better business and tax decisions. Larry is the host of the Strategy Room podcast.

Main Points:

Tax planning is more than depreciation deduction
REPS - real estate professional, how to audit profit yourself
Short Term Rental Loophole
Tax Efficient Exit Strategies
Why your books are the key to affective tax and financial planning

Connect with Larry D West III:

larry@pb-strategies.com
4144609291
https://www.facebook.com/larrydwestiii3/
https://www.instagram.com/larrydwestiii/
https://www.linkedin.com/in/larrydwestiii/
https://www.tiktok.com/@larrydwestiii
https://twitter.com/larrydwestiii

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Ali Nichols is the Co-founder/CEO of Getaway, which offers fractional investing in premier, cash-flowing vacation rental properties where investors benefit from cash flow, appreciation, and travel. Previous to Getaway, she led numerous teams, including at Bungalow, a Real Estate property tech start-up company.

Main Points:

building a platform for everyone to become a real estate investor
what is fractional real estate investing
focused on the short term rental market
how fractional investing is great for diversification
outlook for the short term rental market

Connect with Ali Nichols:

ali@getaway.co
5037044647
Getaway.co
FB: joingetaway
Insta: joingetaway
https://www.linkedin.com/in/alicnichols/
twitter: @joingetaway

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Jason is a speaker, author, entrepreneur, consultant, and digital marketing architect with a passion for helping real estate investors and entrepreneurs with their sales funnels. Jason prides himself on his ability to connect with people and speak to them in a language they understand. Jason is able to design successful marketing automation machines all while keeping a positive attitude and sense of humor along the way.

Main Points:

What marketing actually is.
Starting with the end in mind
The 3 parts of a funnel
Conversational copy vs "corporate speak"
Touch points lead to conversations and conversations lead to conversions
Biggest misconceptions/mistakes that capital raisers make in their marketing

Connect with Jason Wright:

www.getmorepassiveinvestors.com
inspire@greyfoxbusiness.com
3176234999
www.linkedin.com/in/jasonjwright
http://intentionallyinspirational.com

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Sohail Hassan is a Multifamily Real Estate Developer & Managing Partner at MarketSpace Capital with extensive experience working in Energy, Technology, and Commercial Real Estate.

Main Points:

What is blockchain technology and how is it being applied to real estate?
How is tokenization different from a typical investment into real estate?
What problems can tokenization solve?
What are the benefits to sponsors who are using tokenization?
What is the future outlook for real estate tokenization?

Connect with Sohail:

www.MarketSpaceCapital.com
sohail@marketspacecapital.com
+1 (281) 948-3199
linkedin.com/in/sohailhassan

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Jim is an active investor and leads one of the largest real estate firms in the state of Oregon closing 3000 transactions a year and over 1.4 Billion dollars in sales volume a year with just over 220 active Brokers.

Main Points:

The 20 Year Slow Wealth Plan
RV Park Investing
Community Banking Relationships
Higher Interest Rate Negotiations

Connect with Jim Remley:

www.erealestatecoach.com
jimremley@johnlscott.com
5418901929
https://www.facebook.com/eRealEstateCoach
https://www.instagram.com/erealestatecoach/
https://www.tiktok.com/@erealestatecoach
https://www.youtube.com/@eRealEstateCoach
eRealEstateCoach Podcast Featuring Jim Remley

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Jacob Vanderslice is Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. By focusing on this conservative and growing real estate sector, VanWest has established a track record with over $195mm in real estate assets.

Main Points:

Using your self-directed IRA as a diversification vehicle to invest in real estate
Investing in self-storage during an economy of change
Self Storage and Retirement
How to compete with REITs
Diversifying your portfolio
self storage market status
Self storage performance history
Self Storage scalability
Self Storage Syndications/Funds
self storage management
cash flow

Connect with Jacob Vanderslice:

https://www.vanwestpartners.com/investment-strategy
jacob@vanwestpartners.com
7202999897
http://www.vanwestpartners.com

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Leslie Anne Morris, originally from California, began her Smoky Mountain investing journey while living and working in Los Angeles. Leslie had been a commercial banker for over twenty years and wanted to begin building true wealth.

From the minute she closed on her first investment cabin she knew she had made the right choice. The cabin was an overnight success! The cash flow she made from her first investment allowed her to quickly scale her portfolio and today she has 10 short term rentals. Leslie fell in love with Tennessee and moved there in 2020.

Main Points:

Creating a Passive Income Stream: Find the Who & Get Started in Real Estate Investing
Smoky Mountain Short Term Rentals: Current Environment
Smoky Mountain Short Term Rentals: Who/What/Why/How
Passive Investing in Short Term Rentals: Can it be done successfully? Deep dive in underwriting metrics
Women Millionaires: Only 31% of real estate investors are women, how can we change this? My mission to create 1,000 women millionaires

Connect with Leslie Anne Morris:

morrisleslieanne@gmail.com
213-700-6334
https://www.facebook.com/leslieannemorristn/
https://www.instagram.com/leslie.anne.morris/
https://www.linkedin.com/in/leslieannemorris/
https://www.tiktok.com/@leslieannemorris
https://leslieannemorris.com/

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Matthew Ryan's passion is building companies that tackle socio-economic issues through entrepreneurship. He strongly believes in the ability of the private sector to solve society's most complex problems and that entrepreneurs are the foundation of it all.

Main Points:

The late Richard Rogers, a renowned architect, once said, "We need to rediscover the classical order of things, where there was a mix of rich and poor. There are two problems tearing the world apart, and they are climate change and the gap between the rich and the poor. We need dense, mixed cities that open doors instead of closing them."

Bullet Points:

How did we start and what did we start with, and why: Value-add investing
Why did we stop this? What would be the next steps?
How we stumbled into co-living/ micro apartments and the why behind it
Just how big is the opportunity for co-living/ micro-apartments?
What can investors do to get in on this growing trend?

Connect with Matthew Ryan:

https://mattryan.as.me/
matt.ryan@re-viv.com
8034775729
https://re-viv.com/
https://www.facebook.com/revivrealestate
https://www.linkedin.com/company/re-viv/
https://twitter.com/revivrealestate
https://www.youtube.com/channel/UCmXbHUfFsDIskCs7zgGdO3Q

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Main Points:

Bullet Points:

How did we start and what did we start with, and why: Value-add investing
Why did we stop this? What would be the next steps?
How we stumbled into co-living/ micro apartments and the why behind it
Just how big is the opportunity for co-living/ micro-apartments?
What can investors do to get in on this growing trend?

Connect with Matthew Ryan:

https://mattryan.as.me/
matt.ryan@re-viv.com
8034775729
https://re-viv.com/
https://www.facebook.com/revivrealestate
https://www.linkedin.com/company/re-viv/
https://twitter.com/revivrealestate
https://www.youtube.com/channel/UCmXbHUfFsDIskCs7zgGdO3Q

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In 2021, Jon and his team launched SmartSuite, the work management platform that manages any process, from any industry, on one platform. SmartSuite unites essential elements to get work done, regardless of company size or type.

Main Points:

What does the future of real estate automation look like?
How can you improve your workplace culture and employee engagement?
How do you fuel business process optimization?

Connect with Jon Darbyshire:

jon@smartsuite.com
9492390000
http://smartsuite.com
https://www.linkedin.com/in/jondarbyshire/

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Christopher Nelson is an experienced technology executive (2 x IPOs), real estate investor, author, and the Principal and co-founder of Wealthward Capital. Wealthward Capital is a real estate investment firm with a diverse portfolio of over 3,000 multifamily units, mobile home parks, and ATMs.

Main Points:

Why Mobile Homes and why now?
How are Mobile Homes different from Multifamily?
Can I passively invest in the Mobile Home asset class?
Is there still opportunity in Mobile Home Parks?
What are the risks vs. returns of a Mobile Home investment?
How did a technology executive get into Real Estate and passive investing?

Connect with Christopher Nelson:

https://www.thrivecommunity.fund/
christopher@wealthward.com
415-505-4586
http://www.wealthward.com
https://www.facebook.com/mrccnelson
@wealthwardcapital
https://www.linkedin.com/in/christophercnelson/
https://www.youtube.com/channel/UCWmEjLp2MlXegG8WYz7iWyw
Podcast: Tech Careers and Money Talk

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Kevin Swill is the CEO of Thirty Capital Financial, a CRE debt advisory firm and pioneer in the Defeasance space. Swill is an accomplished executive with experience in acquisitions, dispositions, financing, capital raising, asset and property management, and strategic planning.

Main Points:

What shifts are we currently seeing in the market and expect to continue through the end of year and into 2023?
What challenges are you seeing with the LIBOR to SOFR transition and how is your team managing them?
What are the latest hedging techniques that should be considered and why?
How can you effectively manage rate caps and hedges in a changing interest rate environment?

Connect with Kevin Swill:

https://www.thirtycapitalfinancial.com/
kswill@thirtycapitalfinancial.com
(201) 919-1943
https://www.linkedin.com/in/kevin-swill-30781bb/\

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Nic is the founding attorney of Polymath Legal PC. Polymath Legal helps real estate investors lawfully raise capital to create generational wealth.

Main Points:

Definition of a "Security";
Types of Investors;
Common Real Estate Security Registration Exemptions;
Top 3 legal mistakes when raising capital; Teamwork makes the dream work

Connect with Nic McGrue:

@NictheLawyer
nmcgrue@polymathlegal.com
253-376-6852
http://www.polymathlegal.com
https://www.linkedin.com/in/nmcgrue/

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Isabelle is a graduate of Arizona State University and is now the COO of Residential Assisted Living Academy. She has been featured in many magazines regarding the topic of Senior Housing and most recently was given the title of one of the "Top Influencers in Senior Housing". Isabelle also won, Aging Media's "Future Leaders of Assisted Living.

Main Points:

What exactly is Assisted Living?
How is this different than a nursing home?
When should a person start preparing for their long-term care needs?
Why not just convert to a Single-Family Home or AirBNB?
With all the talk around recessions and uncertainty within the economy, is now really the best time to get involved in Residential Assisted Living?
Why are you so passionate about this industry?
If someone wants to chat with you, where should they go?

Connect with Isabelle Guarino:

info@ralacademy.com
480-316-3966
https://www.youtube.com/c/ResidentialAssistedLivingAcademy
https://www.tiktok.com/@ral.academy
https://www.linkedin.com/company/residential-assisted-living-academy
https://www.instagram.com/ralacademy/
https://www.facebook.com/ResidentialAssistedLivingAcademy/

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Toby Mathis, Esq. is a founder of Infinity Investing and Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. As a result of Anderson’s tax work with tens of thousands of successful investors, Toby has seen which strategies stand the test of time and which do not. He brings a wealth of experience to Infinity Investing and is ready to transform the way you look at your investments.

Main Points:

What’s the biggest difference between people who consistently make money and those who don’t?
Over the last 30 years of preparing taxes for afﬂuent investors, what are the top asset categories that make the biggest returns?
In your book Inﬁnity Investing you discuss the “losing loop” and I think that really resonates with millennials in particular. How do you help people get out of the “losing loop.”
What differentiates you from the other gurus that promise ﬁnancial freedom?
Five Financial Mindsets That Keep You Shackled with Debt
How Mutual Funds Cost You Thousands Over Your Life
How the Wealthy Use Mentors to Skyrocket Income & Net Worth
Five Inﬁnity Sources of Passive Income to Fund a Lifetime

Connect with Toby Mathis:

https://tobymathis.com/podcast/
akasprzyk@andersonadvisors.com
2539816007
ppeery@andersonadvisors.com
https://m.facebook.com/infinityinvestn
https://www.instagram.com/infinityinvestn/?hl=en
https://www.linkedin.com/in/tobymathis/
https://www.tiktok.com/@tobymathisesq
https://twitter.com/InfinityInvestn?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
https://www.youtube.com/c/tobymathisesq
https://infinityinvesting.com/

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Andrea Cwik and Rachel Grunn are full-time real estate investors, syndicators and leaders in the industry with ownership in over 1,400 apartment units. Together, they are co-founders and Managing Partners of GoodGood Investing, established to empower entrepreneurs with financial freedom through passive multi-family investing

Main Points:

Don’t get blinded by projected returns: Red flags to consider before deciding to invest.
Due diligence Passive investors should do before wiring their funds.
Time: The Great Equalizer! How to make the most of your 24-hour day
Breaking barriers as women in the commercial real estate space.
How and why we made the leap from tech and fashion into commercial real estate.
Why education is at the heart of our mission.

Connect with Rachel Grunn & Andrea Cwik:

E-book and other free resources- www.goodgoodinvesting.com
goodgoodinvesting@gmail.com
andrea@bigshinecapital.com
rachel@thirdcoast-capital.com
Facebook.com/goodgoodinvesting
@goodgood.investing
The Passive Investors Network
9728418072
http://Goodgoodinvesting.com

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Main Points:

Don’t get blinded by projected returns: Red flags to consider before deciding to invest.
Due diligence Passive investors should do before wiring their funds.
Time: The Great Equalizer! How to make the most of your 24-hour day
Breaking barriers as women in the commercial real estate space.
How and why we made the leap from tech and fashion into commercial real estate.
Why education is at the heart of our mission.

Connect with Rachel Grunn & Andrea Cwik:

E-book and other free resources- www.goodgoodinvesting.com
goodgoodinvesting@gmail.com
andrea@bigshinecapital.com
rachel@thirdcoast-capital.com
Facebook.com/goodgoodinvesting
@goodgood.investing
The Passive Investors Network
9728418072
http://Goodgoodinvesting.com

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Veena Jetti is the founding partner of Vive Funds, a firm that specializes in curating conservative opportunities for real estate investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting-edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities.

Main Points:

How to get started
How to create a database
Implementing systems and processes
Perfecting your elevator pitch Mindset
Why did you start Vive Funds?
What is your current investment criteria?
What are the current underwriting trends you’re seeing?
What advice would you give to high income earners looking to invest in real estate?
What should a new investor ask a deal sponsor?

Connect with Veena Jetti:

veena@vivefunds.com
630-267-5454
http://www.vivefunds.com
veena@enzoventures.com
https://www.youtube.com/channel/UCJihGnXYKS8d7Wkl6WYT-dw
https://www.facebook.com/groups/482404780511836

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Jason Lee is a highly recognized real estate broker in the multifamily real estate industry. He works with real estate investors helping them acquire, dispose of, and 1031 exchange in order to improve their portfolio. Jason is also a multifamily investor as such he can assist and support investors from both broker and investor perspectives.

Main Points:

How To Invest In Multifamily Real Estate
How To be A successful commercial real estate broker
How Did I grow my portfolio so fast?
The Mindset to be successful in the real estate business
How To Sell

Connect with Jason Lee:

https://www.instagram.com/jasonjosephlee/
jason@jlmrealestateinc.com
https://www.linkedin.com/in/jason-lee-3b7806115/
https://www.youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw
8583369688
http://www.jlmrealestateinc.com

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Greg is a partner in Rocket Station and oversees business development and marketing. He joined the Rocket Station team with an immense background in sales and entrepreneurship, both in the public and private sectors. He has led teams in many industries including sponsorship, fundraising, consumer packaged goods, military resale, and hospitality. On top of this, he has worked for some of the top Fortune 500 companies as well as having started and sold multiple companies of his own.

Main Points:

The importance of delegation and why Virtual Assistants can help.
Why you should process map your operations before hiring.
Outsourcing and the competitive edge it gives your business.
Responsible Outsourcing for Property Managers
Utilizing Virtual Assistants to Streamline Operations Effectively
How Routine Awareness of Your Time and Energy Can Cultivate Success

Connect with Greg Brooks:

brooks@rocketstation.com
greg@rocketstation.com
5017331181
https://rocketstation.com/
https://www.linkedin.com/in/gregbrooks711/

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Chris Craddock is a nationally certified Life Coach in Leadership. He is a top Real Estate professionals who typically closes 30-65 deals a month. Chris is the host of the Uncommon Real Estate Podcast, a realtor, and entrepreneur who runs multiple successful businesses in the Washington DC and Richmond Virginia areas. Chris and his companies consistently bring in close to 10 Million in revenue year after year.

Main Points:

All real estate investors get seller leads, but most aren't willing to sell for under market value
Most investors have tried referring their dead leads to agents, but it never brings revenue back
What if there was a way to monetize those dead leads
Our team has cracked the code on converting these dead leads to listings
We'll show you how

Connect with Chris Craddock:

chris.craddock@thereduxgroup.com
7038683118
http://chriscraddock.com and thereduxgroup.com
https://www.facebook.com/ChrisCraddockBusiness
https://www.linkedin.com/in/chris-craddock-92100171/

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Anne Hollander, CEO of Lobby CRE, a Thirty Capital company, is making an impression in CRE and tech as one of few CEOs with a background in both real estate operations and rapidly scaling technology companies. Hollander is an expert in strategic planning, partnership development, go-to-market execution, and venture investment across portfolios focused on real estate, technology, and financial services.

Main Points:

Can you define what you mean by ‘data ownership?’
Who has traditionally controlled operators’ data?
How do ‘walled gardens’ restrict operators’ decision-making capacity and growth potential?
How have mid-market operators been disadvantaged in this regard compared to institutional investors?

Connect with Anne Hollander:

LobbyCRE.com
ahollabder@thirtycapital.com
thirtycapital@creativerealestatecapital.com
https://www.linkedin.com/in/annehollander/
(817) 874-9700

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As the Managing Member of Bronson Equity (www.BronsonEquity.com), Bronson is a general partner in 2000 multifamily units worth over $200M. Bronson is the host of The Mailbox Money Show and he understands the investor mindset, having spoken individually over the phone with over 1200 investors and having raised over $25M for real estate deals. Bronson is the author How to Use Inflation to Your Advantage.

Main Points:

How can you use inflation to your advantage?
Is it really possible to legally pay zero taxes?
How can someone get started in real estate if they don't want to be a landlord?
You have spoken with over 1300 high net worth investors individually - What are some things you learned?
Why do you think saving money is foolish?
Atm machine investing

Connect with Bronson Hill:

Download My e-book, how to use inflation to your advantage
bronson@bronsonequity.com
www.bronsonequity.com
https://www.facebook.com/BronsonEquity
https://www.linkedin.com/company/bronson-equity/mycompany
https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg
https://www.instagram.com/bronsonequity/

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Sonora Meas and his brother Vezzna, are the forces behind Naki Group and NakiTokens.com. They have blazed a trail in Cabodian real estate by bringing the skills and perspectives they developed growing up as immigrants in the United States. Where they have worked in the service, real estate, and banking sectors.

Main Points:

What inspired you to focus on tokenizing real estate?
What are some of the benefits of tokenizing real world assets?
How do you think tokenization will change the real estate industry?
What are some of the benefits of investing in South East Asia?
What are some of the challenges of investing in South East Asia?
What is your vision for the future of South East Asia?

Connect with Sonnara Meas:

NakiTokens.com
sonnara@nakigroup.com
206 235 2310
https://www.nakigroup.com/
http://linkedin.com/in/sonnara-meas-0b447b1aa
@NakiGroupRE
https://www.youtube.com/channel/UCyw1HZECACRNbMB6487eZpg

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Alexander is a Baltimore native who's company CR of Maryland specializes in providing and managing turnkey properties. With over 430 properties under management, they have quickly become one of the largest turnkey companies in the area.

Main Points:

Why Baltimore?
Housing vouchers and the benefits of section 8
Renovation standard unmatched
Community Impact
Cash flow with higher interest rates
How can I start investing?

Connect with Alexander Cruz:

https://calendly.com/alexandercrmd
alexander@crofmaryland.com
4103223199
http://www.crofmaryland.com
https://www.facebook.com/crofmaryland
https://www.instagram.com/crofmarylandhomes/
https://www.linkedin.com/in/alexander-cruz-0669a653/

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Sam Bates is a real estate entrepreneur who has been directly involved in the acquisition and development of over $200MM in multifamily. He is also an owner and advisor in other real estate companies.

Main Points:

Private placements provide higher returns than traditional investments in stocks and bonds.
Private placements provide true diversification.
Private placements provide transparency to investors.
Why everyone should add multifamily assets to their portfolio.
Why you should invest with a seasoned operator who creates their own economy.
How investing in real estate creates an unfair advantage for the investor
Tax benefits

Connect with Sam Bates:

http://batescapitalgroup.com/invest/
972-855-7654
sam@batescapitalgroup.com
https://www.facebook.com/SamBatesIV
https://www.facebook.com/SamBatesIV
https://www.linkedin.com/in/sambatesiv/
https://twitter.com/SamBatesIV

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The founder of Blue Lake Capital, Ellie Perlman, with a diverse and international background to be envied, has over a decade of experience in real estate investment, law, and property management. Under Ellie's leadership, Blue Lake Capital, owns and manages over 3,350 multifamily units across the U.S., worth over $750M.

Main Points:

How to Dream BOLDLY and Execute On It
Maintaining a Strong Mindset
Creative Tax Strategies
Raising Capital - Quickly
How to Analyze Deals
Building and Scaling a Business
Sourcing Off-Market Deals
Forcing Appreciation
Automating Business Processes
Diversifying Your Portfolio

Connect with Ellie Perlman:

info@bluelake-capital.com
FB: @ElliePerlmanRealEstate
Insta: @ellie.perlman
https://www.linkedin.com/in/ellieperlman/
+1 (401) 477-9804
http://www.bluelake-capital.com
Podcast: REady2Scale

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At the age of 19 with zero help from his immigrant parents, using a flexible deposit payment plan and part of his student loan, Matthew Ablakan purchased his first pre-construction condo. Today, Matthew is the Founder & Owner of the Millennial’s Choice Group of Companies; a Real Estate, Mortgage, Insurance and Education brand.

Main Points:

Why did you get into the business of Real Estate/Real Estate investing? How did you get started?
How did you come up with the name Millennial’s Choice?
What type of Real Estate markets do you invest in and what type of Real Estate do you own?
What’s it like to work with your family?
Why is Financial Freedom important to you and tell us more about the Financial Freedom Club.
What’s one thing people are doing wrong or thinking about in the wrong way when it comes to Real Estate investing?
What do you recommend to the Investor or Buyer that is just starting out or has 1 or 2 properties and they are looking to expand?

Connect with Matthew Ablakan:

https://www.instagram.com/matthewablakan/
http://millennialschoice.ca and www.FinancialFreedomClub.ca/ebook
Recently published Book: Achieve - Co-authored with Robert G Allen and Kevin Harrington

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Josh Whalen is a Serial Entrepreneur and Real Estate Investor. He is a Husband, Dad, and Thrill Seeker.

Main Points:

How Hormones saved my marriage.
The benefits of hormones optimization for all highly driven individuals.
How Hormones and Peptide Therapy allow me to be a better investor. Better Husband. Better Dad.
My Love for Real Estate.

Connect with Joshua Whalen:

4147587854
josh@blokes.co
http://blokes.co
ChooseJoi.co (Women's Health)
Insta: @whalen_joshua

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Mike Ealy started investing in 1999 but lost everything and even became homeless in 2002-2003. He was able to get back in the real estate game and he became financially independent just 4 years later. Today, he owns 1500 apartment units, 40+ houses, a few parcels of land, 4 hotels and an industrial warehouse. Mike is so successful in investing in multifamily that he even began to attract the attention of private investors in China. His story and what he has learned in the process of going from losing everything to being a multimillionaire in his book "From Broke to Millions". Mike also teaches close to 31,000 apartment investors all over the world on how to succeed with apartment investing. Mike lives in Cincinnati, Ohio together with his wife Amy and children Mikee, Devin and Max.

Main Points:

I lost it all
But I rose from the ruins
How?
How you can go from Broke to Millions
Creative real estate investing can be done
One can even buy a large apartment or even a hotel with NO MONEY DOWN

Connect with Mike Ealy:

Buy my book at https://frombroketomillions.com
mike@nassauinvests.com
513-349-7494
https://nassauinvests.com
https://facebook.com/groups/apartmentinvestingsecrets https://www.instagram.com/mikeealynassau/
https://www.linkedin.com/in/nassaumikeealy/
https://www.youtube.com/channel/UCazRPLMr_ZT9Ae-9w6jHpbQ

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Matthew Sullivan is the founder and CEO of QuantmRE, the real estate marketplace that makes home equity accessible. With a background in finance and technology, he worked with Richard Branson and his corporate finance team on a number of Virgin companies and was appointed a director and Trustee of Virgin’s London Air Ambulance service. As an entrepreneur he was an early internet pioneer. He has founded financial, telecommunications, technology and real estate companies in the United Kingdom, India, Australia and the United States.

Main Points:

What does it mean to be 'House Rich and Cash Poor'?
What are Home Equity Agreements and how do they work?
How long have they been around and why haven't I heard of them?
What are the major differences between a Home Equity Agreement and a mortgage?
Why would a homeowner take out a Home Equity Agreement?
Could Home Equity Agreements be the next biggest real estate asset class?

Connect with Matthew Sullivan:

https://www.quantmre.com/ebook
msullivan@quantmre.com
9498734098
http://www.quantmre.com
www.facebook.com/Quantm.one
www.instagram.com/quantmre/
www.linkedin.com/company/quantm-one

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Martin Saenz is a Managing Partner with Bequest Funds, a 50 MM dollar fund that disperses returns of 9% to investors on monthly bases. Martin helps investors create a better life through monthly passive income. He has authored 5 books, 3 of which focus on real estate.

Main Points:

Inflation is here to stay
It's critical to take control of your finances
Need to build your active income so you can invest in assets that produce passive income
As you grow your passive income, your active income grows
The goal is to have your passive income exceed your active income at some point

Connect with Martin Saenz:

martin@bqfunds.com
703-965-5188
http://BQFunds.com
https://www.linkedin.com/company/66347060/admin/
https://twitter.com/martin_j_saenz

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Scott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG), and has led several successful real estate developments ranging from single-family flips to raw land development. As the Chief Executive Officer, Scott is responsible for developing business strategies and plans, ensuring their alignment with short-term and long-term objectives. He leads the Spartan team by overseeing all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission.

Main Points:

due diligence

Connect with Scott Lewis:

scott@spartan-investors.com
8668457889
http://www.spartan-investors.com
https://www.linkedin.com/in/scott-j-lewis-aa616027

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As a principal of both WhiteHaven Capital and WhiteHaven Construction, Ben Leybovich oversees new acquisitions, asset management, and investor relations. Since 2006, he has been a principal in full cycle transactions totaling $250M. Ben attended the University of Cincinnati for both undergraduate and graduate studies. He has been a guest on over a dozen real estate related podcasts, was featured on the cover of REI Wealth Monthly, is a public speaker at events across the country, and is a published author.

Main Points

Multifamily is the right vehicle in the current cycle
Multifamily is passive
Multifamily provides tremendous value add opportunities
Multifamily provides huge tax intensives
WhiteHaven is an experienced operator

Connect With: Ben Leybovich

ben.leybovich@whitehavencapital.com
https://www.linkedin.com/in/benleybovich/
Phone Number: 4193021565
http://www.whitehavencapital.com

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After twenty years of corporate life as a corporate transactional lawyer on Wall Street and Chief Complaince Officer in the pharmaceutical industry, Clive Davis made an entrepreneurial pivot full-time into the world of commercial real estate where he is currently focused on acquisition, ownership and operation of large-scale multifamily communities and is a general partner with over $70M of assets under management.

Main Points:

Not an overnight success. Importance of venturing beyond one's comfort zone.
Time Freedom.
Generational wealth.
Importance of Representation in Commerical Real Estate.

Connect with Clive Davis:

clive@parkroyalcapital.com
7703664093
https://parkroyalcapital.com
https://www.facebook.com/clive.davis.37
https://www.linkedin.com/in/clivedavisesq/
https://www.youtube.com/channel/UCIXZkVSGw08m1aBuTmi27aQ
https://www.instagram.com/parkroyalcapital/

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Keith Meyer is a purposeful commercial real estate operator and investor who has participated in a diverse set of investment vehicles within the industry. Keith’s family and network of investors have owned and significantly increased the worth of several large manufactured housing communities over the past 25 years. Keith leads the deal sourcing and acquisitions side of Symphony Capital Group, working directly with brokers and co-sponsors to acquire properties which meet his team’s distinct criteria. Keith focuses on developing win-win partnerships which are well-defined from inception, and highly productive upon implementation.

Main Points:

If you can become an expert in how to put together a capital stack (debt and equity), you can go a long way in this business. Understand how lenders and big equity players interact and underwrite, and develop methods to clearly communicate with both sides of the coin simultaneously.
Income producing assets are by far the easiest and most sustainable way to build wealth in this country, and commercial real estate has proven it is the best option of all.
Be a junior partner on your first few deals, and get as involved as you can even if you're not being compensated for it. This will accelerate your growth more than anything else.
Building a complementary team is by far the most critical component of sustained success in this business.
Never hesitate to ask for a referral. It will save you so much time and aggravation.
There is no substitute for managing your own rental properties, for at least short period of time.

Connect with Keith Meyer:

keith@symphonycapitalgroup.com
+1 (619) 246-8639
https://www.linkedin.com/in/keithme/
https://www.symphonycapitalgroup.com/invest

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Steffany is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales. For the past three years, Steffany has focused on commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes achieved 36% cash on cash returns.

Main Points:

How to find talent
Implementing technology
Meeting people virtually

Connect with Steff Boldrini:

steff@montecarlorei.com
+1 (408) 476-0938
http://www.montecarlorei.com
https://www.instagram.com/heysiliconvalley/
https://www.linkedin.com/in/steffbold/

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Andrew Davis serves as the Director of Investor Relations at PassiveInvesting.com, a real estate private equity group with a portfolio value of over $1B, across 5,000+ units and multiple asset classes.

Main Points:

The importance of picking the right sponsor
Dollar cost averaging through this market
The cost of doing nothing
Integrity & Competence as a foundation for a thriving business
Alternative asset classes: Car washes, hotels. . .

Connect with Andrew Davis:

Join the passive investor club at Passiveinvesting.com
andrew@passiveinvesting.com
407-921-3575
https://www.passiveinvesting.com/
https://www.linkedin.com/in/andrew-davis-1361b238/

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Over 25 years ago, Merrill Chandler—a personal and business funding pioneer and co-founder of Lexington Law Firm—became dissatisfied with the ineffective results of credit repair. Leveraging his extensive knowledge of borrower behavior profiles, FICO® scoring metrics, and lender underwriting requirements, he developed a process to “optimize” consumer’s credit profiles and their behaviors to improve “fundability.” Merrill founded GetFundable.com to deliver this revolutionary technology to real estate and business entrepreneurs.

Main Points:

What mistakes do you most commonly see RE investors make when it comes to funding?
What is Fundability?
What’s the difference between fundability and credit repair?
Why is it so difficult for real estate investors to qualify for traditional unsecured bank loans?
What types of business credit would be most beneficial to real estate investors, and why?
Can you still be “fundable” if you have a low credit score?
Why is it that some people with high credit scores can’t qualify for loans?
Are there new lending guidelines during COVID?
I heard you have a best selling book on Amazon, is that true?

Connect with Merrill Chandler:

merrill@getfundable.com
801.438.9088
www.fundabilitymastercourse.com
http://www.getfundable.com
https://www.facebook.com/yougetfundable
https://www.instagram.com/getfundable/
150 critical borrower behaviors www.getfundablebehaviors.com
Personal and Business Credit Cards that enhance fundability www.getfundablecreditcards.com

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Simon Severino helps business owners in SaaS and Services run their company more effectively which results in sales that soar. He created the Strategy Sprints™ Method that doubles revenue in 90 days by getting owners out of the weeds. Simon is a TEDx speaker, Contributor to Forbes and Entrepreneur Magazine, member of the SVBS Silicon Valley Blockchain Society.

Main Points:

How to identify your bottleneck in just 8 minutes
How to solve one bottleneck after the other
The 3 CEO habits you need
Agile company versus Rigid Company
Speed versus Velocity
What to fix next

Connect with Simon Severino:

Book: Strategy Sprints by Simon Severino
severino@strategysprints.com
+43 0664 100 4444
https://www.strategysprints.com/
https://www.linkedin.com/in/simonseverino/

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Vikram Raya is a trained cardiologist and functional medicine physician. He is an international speaker, high-performance coach, and avid real estate investor. He has been active in multifamily real estate since 2015 and is a Founding Partner and CEO of Viking Capital Investments. As a real estate private equity firm, Viking Capital is approaching 4300 units and $600 Million of assets acquired. Vikram has raised over $100 Million in private equity from high-net-worth individuals, doctors and other professionals around the country who want to achieve true wealth and diversify their income. Vikram was elected into the Forbes Business Council, and was Commemorated by US Congressman Tim Connolly and Don Beyer into Congressional Record for excellence in Entrepreneurship. He recently gave a keynote lecture at the CNN Headquarters in Atlanta with Dr. Mehmet Oz. He is the recipient of the prestigious Outstanding 50 Asian Americans in Business Award on Wall Street.

Main Points:

The current economic climic and how to win the uncertainty
What are enlighten investor doing right now?

Connect with Vikram Raya:

http://www.vikingcapllc.com
vraya@vikingcapllc.com
706-951-4023
Podcast: The Limitless MD
https://www.facebook.com/Vikramrayamd
https://www.instagram.com/vikramraya/?hl=en
www.linkwithvik.com
https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQ

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Zach Haptonstall is the Chief Executive Officer and Co-Founder of Rise48 Equity, which has completed over $1.6 Billion in transactions in just 3 years since it was founded in 2019. Rise48 Equity now has over 130 full-time employees in Phoenix.

Main Points:

Scaling a business
Vertically integrated property management
Buying $1Billion of real estate in 3 years.

Connect with Zach Haptonstall:

To learn more about achieving passive cash-flow and hedging against inflation through Rise48 Equity's Multifamily Investments in Phoenix, schedule a brief call with us: Rise48Equity.com/Invest
zach@rise48equity.com
6028595458
http://rise48equity.com
https://www.facebook.com/rise48equity/
https://www.instagram.com/rise48equity/?hl=en
https://www.linkedin.com/in/zach-haptonstall/
https://www.tiktok.com/@rise48equity?lang=en
https://www.youtube.com/channel/UC0MykmVKnoZVU7cVFPwvcjA

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Todd Sulzinger is the CEO of Blue Elm Investments, a private equity real estate firm based in San Francisco. Todd is a former Silicon Valley finance executive turned real estate investor and founded Blue Elm to offer investors a strategic way to diversify their portfolios by creating passive investment opportunities through the acquisition of mobile home parks, apartments, and mortgage notes. Todd is the co-author of Success Habits of Super Achievers, an Amazon bestseller with tips and inspiring stories to accelerate your success.

Main Points:

Initial passive and active investing experience
Transition from corporate finance career to real estate investor
Early focus on mobile home park syndications and mobile home park consulting
Transition to multiple asset class syndications

Connect with Todd Sulzinger:

Investor Club: https://www.blueelminvestments.com/investor-club/
todd@blueelminvestments.com
4085067691
https://www.blueelminvestments.com/
https://www.facebook.com/blueelminvestments
https://www.linkedin.com/in/toddsulzinger/
https://www.youtube.com/channel/UCZEn7YFynYQJUmbCH_aPcow

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Originally from Hawaii, Omni Casey has been a real estate investor, broker and coach for about 20 years. He recently published a book called "The Cash-flow Breakfast Club" which shares his story and the path that he took to achieve financial freedom by age 30. He is now in Northern Virginia and runs and agent-investor focused real estate office and is helping other agents and investors achieve financial freedom

Main Points:

The cash-flow Breakfast Club core steps for financial freedom
The 3 types of real estate investors
The importance of separating your financial freedom from your legacy and generational wealth goals
How you make more money once you are able to work for free
Bonus: I can talk about a really cool $3B development project in Loudoun County VA which will have a ball park, an arena, mixed use commercial and multi-family. It will also all be built and owned by a non profit where proceeds will go to help subsidize housing and business opportunities for veterans and other underserved or disadvantaged groups in our area.

Connect with Omni Casey:

Book recomendation: Cash-flow Breakfast Club: A story and a manual by Omni Casey and Chara Casey
https://www.omnitheinvestorguy.com/book/
omni@omnitheinvestorguy.com
https://www.linkedin.com/in/omnitheinvestorguy/
The Cash-Flow Breakfast Club
https://www.omnitheinvestorguy.com/

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Founder of Cordell Capital, Charlie has also founded and managed several successful companies in the Charleston SC area. He has been involved in Multifamily / Commercial Real Estate in one aspect or another since 2006. Active investor since 2016, he set up Cordell Capital to bring private equity to investment opportunities. Currently, Cordell Capital is partnered on 786 doors of multifamily properties worth a total of $73,025,000 .
Main Points:

Partnering with excellent sponsors and other capital partners to get deals done.
Creating successful partnership
Finding your next 1031 Exchange property investment
How volatile the stock market is and how our investments are more safe with a proven track record like ours.

Connect with Charlie Wessel:

Book: What Would the Rockefellers Do?: How the wealth get and stay that way and you can too. by Garrett Gunderson
http://bit.ly/cordellcapital_investor_group
charlie@cordellcapital.co, info@cordellcapital.com
8432009552
https://www.facebook.com/CordellCapital/
https://www.instagram.com/cordellcapital/
https://www.linkedin.com/in/charlie-wessel-a50b1a15a/
https://www.youtube.com/channel/UCRc0jCA0BgdH6jtJz8kROAQ
https://www.cordellcapital.com/

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Neil Bertrand is a 25-year multifamily veteran who has held executive positions in property management, asset management, and acquisitions. Neil’s experience includes all asset classes and types in multiple states.

Main Points:

BEST ADVICE FROM MY FORMATIVE YEARS: Shut up and listen
When EVERYONE is an expert, who do you trust?
Experience and Knowledge trump slick marketing and money
Best ways to learn about real estate investing
Select your partners slowly, carefully, and wisely
BONUS – when it comes to real estate investing, play the long game. Real Estate is an excellent tool for building wealth, creating an amazing and impactful life, and leaving a legacy

Connect with Neil Bertrand:

neil@reitgroupx.com
9728495707
http://www.rgxinvest.com
https://www.facebook.com/rgxinvest
www.instagram.com/rgxinvest
https://www.linkedin.com/company/rgxinvest/

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Drew White is a former pediatric oncology nurse turned Modern Wealth Consultant for real estate investors, business owners, and athletes. He teaches people the Infinite Banking Concept and strongly believes everyone should become their own banker, because all the other ones suck. Drew wants to bring banking back to the you and me level. Graduating nursing school with $150,000+ in student loan debt led Drew down a path to entrepreneurship, real estate investing, bitcoin, and infinite banking.

Main Points:

Becoming Your Own Banker - How it works, why it’s the best place for investors to store their wealth, taxes, and money they set aside for repairs
The Banking System - How it works and why Banks aren’t a safe place to store your money
Real Estate - How it works hand-in-hand with infinite banking
How I went from flipping mobile homes to investing in mobile home parks
My journey from nurse to Modern Wealth Consultant
The importance of buying cash-flowing assets
How is this whole life insurance policy different from traditional whole of life insurance policies?
Can you talk a bit about legacy planning?
What are your three biggest tips for someone wanting to get started with the modern wealth strategy you recommend?

Connect with DrewWhite:

www.ibcdrew.com
drewwhite@createtailwind.com
14025152692
https://www.linkedin.com/in/ibcdrew/

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Reed Goossens moved to the U.S. in 2012 to pursue his career in structural engineering, however his engineering career was cut short when he discovered a passion for real estate investing. With limited funds and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm. Reed is the host of "the up & coming podcast", Investing in the U.S. An Aussie’s Guide to U.S. Real Estate.

Main Points:

How to go from buying small duplexes to large apt. communities.
How to start a successful business in a U.S.
How to syndicate deals.
How to develop an incredible personal brand.
How to make money re-entitling land.
How to develop a cracking ‘A-Team’ to help you be successful.

Connect with Reed Goossens:

reed@rsnpropertygroup.com
info@reedgoossens.com
Www.Instagram.com/reedgoossens
http://Www.reedgoossens.com
3235191111

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Bernard Pierson has over 10 years of real estate experience and has invested in over 2,000 apartment units. He started his real estate career doing groundup real estate development and is now fully focused on acquiring multifamily properties. Bernard also holds a Master’s in Real Estate from Georgetown University and a Real Estate Analysis & Investment certificate from MIT.

Main Points:

Before real estate, I was in the food trading industry. I built wealth, so why did I change to real estate?
Why I decided to start doing real estate in Latin America first
Why did I stop and move all my efforts to acquiring properties in the US
Why and how are we helping foreign investors get access to US real estate
What benefits can any investor, especially foreign investors and NEW domestic investors (recently migrated), get from US real estate.

Connect with Bernard Pierson:

Email info@equitipartners.com and write Abundance in the subject. I will send you a free guide in Spanish and English on investing. This can also keep us connected so you learn more about foreign investors as I continuously share information on this.
bpierson@equitipartners.com
2026414147
http://www.equitipartners.com
FB:@equitipartners
Insta: equitipartners
https://www.linkedin.com/in/bernard-pierson/

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Axel is the founder of Aligned Real Estate Partners. He also hosts The Multifamily Wealth Podcast, one of the most highly rated podcasts in the industry, where he interviews multifamily real estate investors and dissects how they started, built, and scaled their businesses.

Main Points:

The importance of building a funnel that generates off-market deals
How creative deal structure can increase returns for you and your investors
How to identify your competitive edge as a real estate investor
The importance of building a personal brand and telling your story online

Connect with Axel Ragnarsson:

If you'd like to receive our investment opportunities and value-packed Multifamily Mondays newsletter, join our investor list a alignedrep.com/invest
axel@alignedrep.com
6034258454
http://alignedrep.com
The Multifamily Wealth Podcast
https://www.instagram.com/multifamilywealth/?hl=en
https://www.linkedin.com/in/axelragnarsson/

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J.T. is a commercial Insurance broker with Ramey King Insurance. He holds certificates for Commercial Lines Coverage Specialist as well as Construction Risk Insurance Specialist. Ramey King insurance is an independent agency located in Denton, Texas since 1881. They are licensed in all States and specialize in Multifamily, Commercial, Retail & Rental Property coverage.

Main Points:

Who is Ramey King and what do they do?
What is the advantage of using a broker?
Premium differences throughout the country
Biggest factors affecting premiums
How to minimize risk at your property

Connect with J.T. Lynch:

jtlynch@rameyking.com
940-300-8628
https://rameyking.com/

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Hans Struzyna is an Olympian, Luxury Real Estate Broker and Multi Family Investor.

Main Points:

Olympic rowing background - 12+ years in the sport and ended up finishing 4th (I don't consider it a failure anymore but thats a better title)
Personally Sold over 100+ units and $140M+ of Bay Area Real Estate Since retiring from rowing
Joined forces with my wife in both investing and agent work
Own 9 units (four properties) out of state - done BRRRR method a few times - like to buy value add
Focused on self improvement and goal setting
Always trying to build work/life integration

Connect with Hans Struzyna:

Sign up for my 2 Min Tuesday - 120 Second Real Estate Video New Letter
hans@thegundermangroup.com
https://www.linkedin.com/in/hans-struzyna-02b6882a/
5107688228
http://hansandkristin.com

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Mike is the CEO and founder of Commercial Investors Group, a private equity company that repositions commercial real estate assets. The company offers opportunities to invest passively in deals and is the only commercial real estate investing franchise on the planet.

Main Points:

Where and how did I start my journey?
What is the basic information and knowledge level that a potential franchisee or passive real estate investor should know to be successful?
How we help our franchisees succeed when they first start in Commercial Real Estate - real estate license not required!
How do you vet a deal sponsor?
Why invest in commercial real estate vs other investment vehicles
What is my personal mission: to help others unlock their true potential so they can do the things they were called to do
BONUS: Bring it home as to why commercial real estate investing provides cash flow and is the way to create passive income, build wealth and develop financial independence

Connect with Mike Sowers:

If you’re looking to invest or become franchisee book a discovery call with me. https://sprw.io/stt-7c5eee
mike@commercialinvestorsgroup.com
https://www.facebook.com/groups/commercialinvesting
https://www.instagram.com/commercialinvestorsgroup/
https://www.linkedin.com/in/mikesowers/
https://www.tiktok.com/@commercialinvestorsgroup
www.youtube.com/c/commercialinvestorsgroup
612-598-0780
https://www.commercialinvestorsgroup.com/
CREative Commercial Real Estate Podcast

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Luke Leins oversees Third Party Management growth and expansion in Florida and the Carolinas for ResProp Management, a vertically-integrated owner/operator turned fee-manager. Luke's background includes development, acquisitions, private-equity raising, and third-party management.
Main Points:

Selecting a property manager
How to use your PM's effectively
Underwriting and how things have changed since Covid
Selecting markets to pursue
Technology and the future of Multifamily RE

Connect With Luke:

www.respropmanagement.com
lleins@respropmanagement.com
www.linkedin.com/in/lukeleins
7203415148

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Zachary is an Amazon Best-Selling Author of The New Rules of Real Estate Investing. He is the Host of Not Just a Transaction Podcast and he is also the Co-host of The Smart Real Estate Coach Podcast. In addition, he is a Partner, COO, and Coach at Smart Real Estate Coach.

Main Points:

Being a new real estate investor success habits
scaling your business
buying your own personal residence on terms

Connect with Zachary Beach:

wickedsmartbooks.com/investingabundance
podcast@smartrealestatecoach.com
4016086589
http://www.smartrealestatecoach.com
https://www.facebook.com/smartrealestatecoach
https://www.instagram.com/smartrealestatecoach/
https://www.linkedin.com/in/zacharybeach
https://twitter.com/smartrecoach
https://www.youtube.com/smartrealestatecoach

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Sterling White is a multifamily investor in the Midwest, who manages over $10MM in capital, He is featured on Biggerpockets and has contributed over 200 articles since 2014. Been featured on other podcasts such as the BiggerPockets Podcast, Grant Cardone, Jake and Gino, and Joe Fairless.

Main Points:

Finding off-market multi-family deals
Finding investors to fund deals
Branding your business as an influencer
Raising capital to fund deals/ Syndication
The transition from single to multi-family investing
Getting started in real estate with no credit or money
Structuring syndication deal
Creative financing structuring
Building a team Mindset
Creating omnipresence in digital marketing

Connect with Sterling White:

sterling@sterlingwhiteofficial.com
3175138089
https://sterlingwhiteofficial.com/
https://www.youtube.com/channel/UC6kW76I0YILfHpgP9XS3t-g
Book reference: Jab Jab Right Hook by Gary Vayerchuk

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Josh Ziegelbaum is the Director of Investor Relations at Legacy Group. Josh is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives.

Main Points:

Alternative investments outside the U.S.
Farmland as an alternative investment
Why alternative investments are becoming more popular with investors
The importance of producing a positive environmental and social impact
The Green Coffee Company, a Legacy Group portfolio company and Top 1 producer of coffee in all of Colombia, and its additional portfolio investments

Connect with Josh Ziegelbaum:

josh.z@legacy-group.co
+1 (609) 610-8288
https://legacy-group.co/
https://www.instagram.com/legacygroupinvestments/
https://www.linkedin.com/in/josh-ziegelbaum-85a01270/

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Frank Rolfe has been an investor in mobile home parks for almost 30 years, and has owned and operated hundreds of mobile home parks during that time. He is currently ranked, with his partner Dave Reynolds, as the 5th largest mobile home park owner in the U.S., with around 20,000 lots spread out over 25 states. Along the way, Frank began writing about the industry, and his books, coupled with those of his partner Dave Reynolds, evolved into a course and boot camp on mobile home park investing that has become the leader in this niche of commercial real estate.

Main Points:

Mobile Homes are hard & costly to move
Mobile Home Parks are among the lowest commercial default rates
90% of mobile home parks are still mom & pop owned
Mobile home parks are recession resistant

Connect with Frank Rolfe:

frank.rolfe@gmail.com
http://MobileHomeUniversity.com

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Rich Fettke is the author of The Wise Investor: a modern parable about creating financial freedom and living your best life. He is a licensed real estate broker, active investor, and co-founder of RealWealth, a real estate investment group that helps its 60,000+ members improve their financial intelligence, secure passive income, and obtain financial freedom. He’s also the author of Extreme Success (Simon & Schuster, 2002) and the audio program, Momentum. A pioneer in the field of business and personal coaching, Rich is a former vice president of the International Coach Federation (ICF) and holds one of the ICF’s first Master Certified Coach credentials.

Main Points:

There are a lot of “financial and investing” books out there. How is yours different?
Why did you write The Wise Investor?
Why did you start investing in real estate?
Are the characters in your book based on real people?
Why does the mentor in the story prefer real estate as his main investment focus?
One of the things you talk about is “real wealth.” What do you mean by that?
Many of us seem to encounter fear and negativity when it comes to our financial
future and even our goals. You have strategies for getting through tough situations.
Tell us about that.
The mentor in your story has an unconventional perspective on assets and liabilities.
Tell us more about that.
You say “there’s no such thing as a self-made success.” What do you mean by that?

Connect with:

Instagram: @richfettke
http://www.realwealth.com

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Tyler Chesser is a real estate investor and entrepreneur, the co-founder and Managing Partner of CF Capital, and the host of the award winning Elevate Podcast where he hosts discussions surrounding mindset, mind expansion and personal development for high performing real estate investing.

Main Points:

The skill of selling and it's importance for investors psychology of investors navigating setbacks
Importance of personal development
Networking and building relationships
Financial intelligence and how it plays a critical role for investors and entrepreneurs, etc.

Books referenced:

The Big Leap by Gay Hendricks
Breaking the Habits of Being Yourself - How to lose your mind and create a new one. by Dr. Joe Dispenza
Grit - the power of passion and perseverance by Angela Duckworth

Connect with Tyler Chesser:

tyler@cfcapllc.com
http://cfcapllc.com
tyler@tylerchesser.com
https://www.facebook.com/CFCapitalLLC/?eid=ARDsTR-IW9oDikieObHtSUQD6ARqtKVFDRSU46dzUtcHXItshyR3ZK96mH3EzhjtJOKsMzedvNKKNL1a
https://www.linkedin.com/in/tyler-chesser-ccim-88a54325/
https://www.youtube.com/channel/UChaRieuZc2IEsF8NY5X5vDQ

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Steven Libman is one of the Managing Partners of Integrity Holdings Group. Prior to Integrity, Steven began as a Realtor and then flipped almost 1,000 properties in the residential real estate space. After getting burnt out in a very traditional, highly taxed

business model, IHG moved into the multifamily and self-storage space to create passive, tax-advantaged income for themselves and their investors.

Main Points:

Core values to drive investing decisions
The call on your life
Success to significance
Building your tribe
starting a donor-advised fund
Giving now vs waiting until "you made it"

Connect with Steven Libman:

steven@integrityhg.com
+1 (908) 489-5136
http://www.integrityhg.com

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I began RED, USA, a 501c3 non-profit, 15 years ago with the purpose of raising money for charitable causes through the donation, purchase and resale of real estate...all while making a living doing it. Served as Deputy Mayor of Redford Township and high school baseball coach for 16 years. Son of a 10 year MLB Pitcher.

Main Points:

What is a bargain sale?
How does it benefit sellers, investors and brokers?
What type of properties are considered
charity assistance
Accepting Crypto Donations for a tax deduction

Connect with Robert Miller:

rmiller@redusa.us
+1 (248) 568-2448
http://www.redusa.us

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Bill Smith, National Sales Director for ELB Consulting, Inc. works with commercial real estate developers, owners, and investors to reduce their federal tax burden and increase their cash flow.

After spending 20+ years in executive sales/marketing and management positions for both Fortune 500 and entrepreneurial firms in real estate finance technology and services, Bill teamed with ELB in 2013 turning his considerable experience to the specialty tax solutions business.

Main Points:

cost seg is a "tax strategy" tool to defer your IRS tax liability, different investors use it in different ways
cost seg can be a hedge against inflation providing you cash in "today's dollar" value
cost seg is also a great risk management tool in the event of an economic downturn
cost seg is for any property from a SF rental, 300+ unit multi-family complex, to a Las Vegas Casino

Connect with Bill Smith:

bill@elbcostseg.com
+1 (480) 747-5547
http:// www.elbcostseg.com
www.linkedin.com/in/william-na-smith/

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As a double Ivy League educated, real estate financier, Vernon Beckford helps small and mid-sized real estate operators achieve exponential growth by obtaining debt to fund their projects.

Main Points:

Many small sponsors fail to achieve the growth they want because they do not create compelling narratives to get their projects funded.
To obtain the absolute best loan terms available in the market, you must master the art of "objection smoothing."
Self-sabotage is real. There is more to a deal than the interest rate and a deal starts, not ends, with a term sheet.
You may have worked with a mortgage broker. But have you worked with a mortgage advisor? They aren't the same.

Connect With Eric Nelson:

vernon.beckford@dlsloans.com
914-582-0450
http://www.dlsloans.com
https://www.linkedin.com/in/vernon-beckford-77ba17/

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Eric Neely is a Real Estate professional focused on developing private placements in apartment complexes, so the everyday professional has an opportunity to invest in high-yield, cash-flowing real estate. He is the host of The Wealthy Trucker podcast.

Main Points:

Faith
Family
Fitness
Finance
The myth of retirement

Connect With Eric Neely:

eric@febroscapital.com
+1 (316) 640-8163
https://www.febroscapital.com/thewealthytrucker
https://www.linkedin.com/in/eric-neely/
https://www.youtube.com/channel/UCynp9qzLPBqNS6pFqV2_Ekw
https://www.facebook.com/ericneely89

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Eric Nelson is the Founding Principal of Wild Oak Capital. He has been investing in real estate for over ten years and is a real estate coach and the host of the Real Estate Mindset podcast.

Main Points:

Multifamily financing options
Transition from Single Family to Multifamily investing
Real Estate Mindset
Networking and Relationships

Connect With Eric Nelson:

eric@wildoakcapital.com
+1 (970) 946-5147
http://www.wildoakcapital.com
https://www.facebook.com/WildOakCapital
https://www.instagram.com/wildoakcapital/
https://www.linkedin.com/company/wild-oak-capital/
https://www.youtube.com/channel/UCZsBHQdLZ1R0jOHSDGoFn0g

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Shmuel is an established Commercial Real Estate advisor and broker at WESTMAC Commercial Brokerage. His extensive experience in commercial real estate, rigorous military background and inherent business sense adds a level of detail and depth to his role in serving his clients.
Main Point:

Reality Check
Off market?
Due Diligence
Second level thinking
Creative deal making
Be ready to go!

Connect with Shmuel Siegel:

siegel@westmac.com
http://www.linkedin.com/in/shmuelsiegel
+1 (818) 919-2321
http://www.westmac.com

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Zach is the Vice President of Development at Aptitude Development, one of the nation’s top student housing firms. He spearheads the company’s new development efforts focusing on sourcing and underwriting, pre-development/entitlement, capital markets, and investor relations.

Prior to joining Aptitude Development Zach launched ENJOI 77 HOLDINGS a real estate investment company specializing in student housing and multifamily investments with over 22 assets in the portfolio and holdings in the tech sector and solar development fields.

Outside of work, Zach is focused on The Wildcat Fund, a non-profit organization he co-founded that provides mentorship and college financial aid to students of color from his high school alma mater.

Main Point:

Getting started
Student Housing Adavantages
SH Design
Why being an LP is OK

Connect with Zachary:

zf@aptitudere.com
+1 (781) 789-4354
https://www.linkedin.com/in/zacharyrfeldman/

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Angel is a Co-Founder of The Academy Presents and a Managing Partner of Lorren Capital, LLC. She has experience in Single Family rentals, Residential Multi-Family rentals, Multi-Family Syndication, and Oil and Gas investing. Angel received a Bachelor of Business Administration from Baylor University in 2000 and a Master's of Science in Economics in 2002.

Main Point:

How to find your superpower
Identifying your weaknesses and finding team members to cover them
Why you shouldn't waste time working on your weaknesses

Connect with Angel:

angel@lorrencapital.com
+1 (806) 543-0418
https://www.linkedin.com/in/angel-williams-re/
http://theacademypresents.com/

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Yonah Weiss is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving hundreds of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the top podcast Weiss Advice.

Main Points:

Cost Segregation
Bonus Depreciation
Failed 1031 Exchange
Depreciation Recapture Tax
Short Term Rentals and the special tax loophole

Connect with Yohan Weiss:

https://www.linkedin.com/in/cost-segregation-yonah-weiss/
+1 (732) 298-9002
yweiss@madisonspecs.com
https://yonahweiss.com

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Spencer Hilligoss is the CEO & Co-Founder of Madison Investing, a real estate investment firm specializing in real estate syndications. As a passive investor and active syndicator, he understands the unique challenges that busy professionals face when starting out on their REI journey. Spencer’s mission is to arm investors with the know-how they need to make confident investment decisions tailored to their individual life goals.
Spencer graciously appeared as one of the early guests on my previous podcast. For a more intimate and in-depth perspective on what makes this accomplished investor and entrepreneur excel, go to episode 15 Creek Side Chats with Successful Real Estate Investors.
Main Points:

Entrepreneurs are fantastic at building a machine- not so great at preserving their wealth once they retire
How do you think about wealth preservations? Different questions arise.
What is enough? A simple word can mean so many things.

Connect With Spencer Hilligoss:

spencer@madisoninvesting.com
+1 (415) 290-0328
linkedin.com/in/shilligoss
http://www.madisoninvesting.com

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K Trevor Thompson is an accredited investor based in Austin TX. He has participated in 15 syndications as a limited partner and 3 as a general partner. Over the past few years, Trevor has become deeply passionate about Real Estate Investing. After several years of learning about investing from the limited partner perspective, he has now switched his investment strategy to the general partner active side as Asset Manager and boots-on-the-ground syndicator.

Main Points:

How to find a great passive investment
How can you set yourself up to Earn and Learn
Helping out as a Limited Partner
Why go from Passive to Active
What is my Why

Connect with Sohail:

ktt@niagara-investments.com
+1 (512) 887-4970
https://www.niagara-investments.com/
https://www.linkedin.com/in/ktrevorthompson/

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In November of 2020, Wesley co-founded VFR Capital Investments, a multifamily syndication company that is owned and operated by a team of Veterans and First Responders. Wesley serves as the CEO and has led his team in growing their portfolio from 0 to 862 units estimated at $70.2MM in assets under management.

Main Points:

How I got started in syndication
Failing my way forward
Building the right path for me
Looking ahead to the next battle field

Connect With Wesley Yates:

wesley@vfrcapitalinvestments.com
903-279-1310
http://vfrcapitalinvestments.com
https://www.facebook.com/wesley.yates.35
https://www.linkedin.com/in/wesley-yates-98aa5196/

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Main Points:

How I got started in syndication
Failing my way forward
Building the right path for me
Looking ahead to the next battle field

Connect With Wesley Yates:

wesley@vfrcapitalinvestments.com
903-279-1310
http://vfrcapitalinvestments.com
https://www.facebook.com/wesley.yates.35
https://www.linkedin.com/in/wesley-yates-98aa5196/

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Matt Jones of Hawkwing Capital syndicates multifamily and assisted living value-add properties. He wrote the book called Book About Real Estate, and loves helping new investors get on the right track with real estate.

Main Points:

I started with small multifamily until I realized that my limiting beliefs kept me from scaling up to the big stuff.
How did I overcome my limiting beliefs so I could start going big?
Since there are so many ways to invest in real estate, how can someone choose the right one for them?
Why did I choose large multifamily and assisted living?
What are the three keys to finding success in real estate?

Connect with Matt:

www.hawkwingcapital.com
matt@hawkwingcapital.com
www.facebook.com/HawkwingCapital
www.linkedin.com/in/matt-jones-mn/
www.youtube.com/channel/UCkg8HggkdPAuBaAQySJSEQQ
+1 (612) 520-1332

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Multifamily Real Estate Developer & Managing Partner at MarketSpace Capital with extensive experience working in Energy, Technology, and Commercial Real Estate.

Main Points:

What is blockchain technology and how is it being applied to real estate?
How is tokenization different from a typical investment into real estate?
What problems can tokenization solve?
What are the benefits to sponsors who are using tokenization?
What is the future outlook for real estate tokenization?

Connect with Sohail:

sohail@marketspacecapital.com
linkedin.com/in/sohailhassan
+1 (281) 948-3199
http://www.MarketSpaceCapital.com

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Mike Zlotnik, Better known in real estate circles as “Big Mike” due to his stature, but more importantly, he is known for his personal integrity and for having a keen understanding of the financial aspects of successful real estate investing. Mike has a depth of expert knowledge in the Pandemic created investment opportunities in real estate; what’s “hot” and what’s “cold” and where things are trending now.

Main Points:

Investment Opportunities Amid the COVID-19 Crisis: Conversion of Hotels to Affordable Multifamily
Adding Value to Real Estate Investments to Maximize Risk-adjusted ROI
Staying Ahead of the Curve: A Look Into the Future of the Real Estate Investment Market
Building a Diversified Portfolio for Growth in the Post COVID World
Effective Strategies for Raising Private Funds
The Secret to Locating and Investing in the The Best Real Estate Funds
Top 10 Questions to Ask Before Investing Into Any Fund or Syndication

Connect With Mike:

bigmikefund.com to schedule a one-on-one call.
mike@tempofunding.com
https://tempofunding.com/

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Main Points:

Investment Opportunities Amid the COVID-19 Crisis: Conversion of Hotels to Affordable Multifamily
Adding Value to Real Estate Investments to Maximize Risk-adjusted ROI
Staying Ahead of the Curve: A Look Into the Future of the Real Estate Investment Market
Building a Diversified Portfolio for Growth in the Post COVID World
Effective Strategies for Raising Private Funds
The Secret to Locating and Investing in the The Best Real Estate Funds
Top 10 Questions to Ask Before Investing Into Any Fund or Syndication

Connect With Mike:

bigmikefund.com to schedule a one-on-one call.
mike@tempofunding.com
https://tempofunding.com/

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Logan Hartle is an industrial real estate broker and investor. He achieved his industrial engineering degree from West Virginia University. After school, he spent 10 years in the manufacturing sector. The last 5 years of that tenure, he owned his own manufacturing company. Since selling his manufacturing company, he has been helping investors buy and sell industrial investment properties.

Main Points:

What is prospecting
Different Methods (cold calling, email, text, linkedIn)
Setting Habit based goals
Filling the Pipeline
Fortune is in the follow up

Connect with Logan Hartle:

loganhartle1@gmail.com
https://www.instagram.com/logan.hartle/
https://www.youtube.com/channel/UCnX68jfMnRRDTfqWgaXlAMg/videos
http://www.thehartlegroup.com
704-275-3375

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Neal Bawa, is the CEO/ Founder at Grocapitus a data-driven commercial real estate investment company. Grocapitus acquires and builds multifamily & commercial properties across the U.S. with holdings that span multiple projects. Neal also serves as CEO at MultifamilyU, a real estate investing Education Company.

Main Points:

Climate Change is very much affecting the real estate industry.
Understand how climate change risk is impacting the real estate.
Do your research on impact of climate change in on your real estate investments.

Connect with Neal:

neal@grocapitus.com
neal@finatt.com
(408) 290-4136
http://www.neilbawa.com/
www.Grocapitus.com
www.MultifamilyU.com

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Eddie is a real estate investor, author, highly sought after consultant, speaker, and expert panelist on the topic of note investing and creative deal making. Eddie is the nation’s most experienced private real estate note buyer. Over the past 40 years, he’s closed over 50,000 Private Mortgage Note deals totaling over $500 million dollars. Through his company NoteSchool, he has also trained over 10,000 real estate investors across the US and world.

Main Points:

I specialize in seller financing and helping real estate investors acquire properties particularly from landlords that are wanting to use tax strategies in order to sell their property.
We have been active in buying non-performing notes in various cycles and we are facing an upcoming incredible opportunity with non-performing notes with about $2M loans that are currently not paying.

Connect With Eddie Speed:

eddie@noteschool.com
+1 (121)-4415 1499
https://www.linkedin.com/in/eddiespeed/
https://noteschool.com/

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JM is an Author, Mindset Coach and host of Let’s Go Win podcast who has been building companies and leading sales teams for over 20 years. JM is the co-founder and CEO of Let's Go Win whose mission is to increase leadership, enhance culture and help teams achieve peak performance. JM is an Author, Mindset Coach and host of Let’s Go Win podcast who has been building companies and leading sales teams for over 20 years. JM is the co-founder and CEO of Let's Go Win whose mission is to increase leadership, enhance culture and help teams achieve peak performance.

Main Points:

Winning is a mindset, not a result.
How to empower and inspire your team.
Tips on overcoming self-limiting beliefs.
Leadership qualities you must have.
Signs you're not living your best life and how to improve

Connect with JM:

jm@letsgowin.com
+1 (916) 261-3233
http://www.letsgowin.com
Go buy the Let's Go Win- Keys to Living Your Best Life book at Amazon or at letsgowin.com

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Jeff Lerman is an unusual lawyer. He is recognized nationwide as “The Real Estate Investor’s Lawyer”® and he is also a real estate investor. His clients tell him they hire him because he understands their business and uses his investing experience to craft more practical, creative, and effective solutions. His law firm helps investors nationwide with all their real estate transactions. For California investors, he helps with litigation. Jeff has been featured on TV, radio, in publications, and in real estate investment clubs. His credentials include being President of the Marin County Bar Association and being included in Northern California Super Lawyers® the top 5% cream of the crop.

Main Points:

I got started in real estate when my wife sent my law profile to a real estate firm. I had no prior experience. I had one meeting with the law firm, and I got a phone call from the firm's top lawyer who had his own real estate company with a billion-dollar portfolio. He hired me as his General Counsel...with no experience. Don't assume you need experience before you get into real estate investing.
Why this is so important for all investors, no matter if you are just getting started or if you have been investing for decades.
The biggest problem with syndication (even though our law firm helps investors to set up their syndication).
Why I believe JVs are the cheapest, easiest, fastest and safest way to build your portfolio.
How to find a JV partner

Connect with Jeff:

Go to Jeff's website to receive your Free Gift exclusively for our Enlightened investors: "17 Steps to a Successful Joint Venture" and "12 Warning Signs You're Headed for a Lawsuit with your Partner".

jeff@lermanlaw.com
https://www.RealEstateInvestorLaw.com
+1 (415) 595-9090

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Adam is the founding member of CLE Real Estate Group, a real estate investment company located just outside Cleveland, OH. After earning a B.A. in finance from Kent State University, Adam began to peruse his passion for real estate investing. Since 2013, Adam has closed more than 70 deals and accumulated a rental portfolio topping 8 million dollars in residential and commercial real estate. The key to Adam's success is a genuine passion and enthusiasm for real estate investing.

Main Points:

I grew up caddying at a golf course that helped shape my views on the world and what I hope to achieve Hiring contractors and things to look for
The difference between residential and commercial real estate investing
Managing work and family and finding the right balance
The importance of networking and how it has helped evolve my career

Connect with Chris:

adam@clerealestategroup.com
+1 (440) 223-5660
http://www.cleinvest.com

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Raphael Collazo is a Commercial Real Estate Agent, Author, Real Estate Investor & Recovering Engineer. He is the host of The Commercial Real Estate Academy and the Sponsor of the Commercial Real Estate 101meet-up.

Main Points:

How To Transition Careers (Engineering To Brokerage)
How To Build Your Personal & Professional Brand (Digital Marketing)
How To Analyze Retail Investment Opportunities
How To Write & Promote a Book (Promote Your Business)
How To Start & Grow a Podcast (Commercial RE Specific)
How To Navigate The Process of Buying and/or Leasing CRE

Connect with Raphael:

raphael@grisantigroup.com
https://www.linkedin.com/in/raphaelcollazo/
+1 (502) 536-7315
http://www.raphaelcollazo.com
The Commercial Real Estate Academy

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Chris Grenzig is the founder of JAG Capital Partners, a vertically integrated multifamily investment firm based out of Jacksonville, FL. JAG has 6 properties totaling more than $25m in value and worked on a portfolio of more than $300m in his previous work at Toro Real Estate Partners.

Main Points:

Working for a company for 4.5 years and the experience/knowledge gained there
Deciding to leave that job and go off on my own
Moving from NY to FL to build out a vertically integrated company with no prior property management or construction management experience
Building out a 10 year vision to scale to $500m in assets under management

Connect with Chris:

chris@jag-communities.com
https://www.linkedin.com/in/chris-grenzig/
+1 (631) 974-0634
http://jagcapitalpartners.com

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Tim Kelly recently separated from the US Navy as a Chief Petty Officer to pursue his true calling. Now, as VP of Education & Co-Owner for the online community, Active Duty Passive Income, he helps other past and present military members on their paths to financial freedom through owning more of America, the land they swore to protect and fight so hard for!

Main Points:

You don't have to be a mathematician to underwrite commercial and multifamily deals.
You don't have to be a highly experienced, millionaire real estate investor to raise millions of dollars for your deals.
The step by step process to building a bullet-proof investing team.
Why improving your mindset is crucial to your success as an investor.
How to become a high performer and level up your confidence, courage, productivity and energy.
Why military members are virtually programmed to be rockstar real estate investors

Connect with Chris:

tim@activedutypassiveincome.com
+1 (847) 910-9161
https://www.linkedin.com/in/thetimothykelly/
https://www.activedutypassiveincome.com/
Set up a FREE strategy session: https://calendly.com/call-with-tim-kelly/30min ***see link for full bio, more headshots, social links and contact info: https://bit.ly/tim-kelly-bio

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Chris is the Sr. Sales & Education Manager at New Direction Trust Company. Chris educates people on the power of using self-directed IRAs and solo 401Ks. He has been self-directing his own retirement plans since 2007.

Main Points:

The IRS allows you to invest in assets outside the stock market. Things like real estate, private equity, precious metals, and private lending.
You can have complete control of your retirement funds. You are not obligated to use a financial planner, or hope that Wall Street will secure your retirement.
The IRS gave us an amazing gift. The gift of Tax Free investing via a Roth IRA and Roth 401K
The Solo 401K is an outstanding vehicle for people wanting to use leverage in their real estate investing
Mentorship and education is vital to your success. Find a self-directed IRA custodian that will serve that role
Self-Directed IRAs and Solo 401K plans are very versatile. They can take title to assets, they can partner, they can borrow, and they can lend.
The IRS has rules about investing with retirement funds. Know the rules, and follow the rules. You don't want to commit a prohibited transaction

Connect with Chris:

https://ndtco.com/education-center/
ctanner@ndtco.com
+1 (197) 039-64205
http://www.ndtco.com

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Josh Cantwell manages over $40M in private money, which is deployed into multifamily real estate and apartments. He currently holds a portfolio of over 3,000+ cash-flowing apartments. He is the founder and CEO of a variety of successful businesses including Freeland.

Main Points:

Invest for cash flow now
No one is coming to your rescue - Accountability to yourself - Pan Can Story - Design and Build your own life, Your 100% responsible for your own Life
Super Time Mgmt. Skills
- Individual Management System - Free Focus and Buffer
- Post and Prioritize - Sunday Nights
Refuse / Avoid Screen Sucking OCD loop - how can I use Tech and Social Purposely, People, places, things I refuse to be around, Negativity, Toxic Leaches
Use Technology as a weapon - Infusionsoft, builder trend, HappyCo, AppFolio, marketing software to recruit and manage investors
Set Goals w/ Acer Exercise - Absolute Clarity of the End Result - House, Car, Land, Team, Business, Passive Income, Dream
Scale w/ 1 to Many Concept - how can I teach and speak in front of crowds
Service trumps Price - white glove service (property mgmt.)
The Business of Business is People: Nothing gets done without people working the systems. Culture Cures Every

Connect With Josh:

FreelandVentures.com/Passive
jcantwell@srecnow.com
www.linkedin.com/in/joshcantwell/
+1 (216) 233-5448

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Main Points:

Invest for cash flow now
No one is coming to your rescue - Accountability to yourself - Pan Can Story - Design and Build your own life, Your 100% responsible for your own Life
Super Time Mgmt. Skills
- Individual Management System - Free Focus and Buffer
- Post and Prioritize - Sunday Nights
Refuse / Avoid Screen Sucking OCD loop - how can I use Tech and Social Purposely, People, places, things I refuse to be around, Negativity, Toxic Leaches
Use Technology as a weapon - Infusionsoft, builder trend, HappyCo, AppFolio, marketing software to recruit and manage investors
Set Goals w/ Acer Exercise - Absolute Clarity of the End Result - House, Car, Land, Team, Business, Passive Income, Dream
Scale w/ 1 to Many Concept - how can I teach and speak in front of crowds
Service trumps Price - white glove service (property mgmt.)
The Business of Business is People: Nothing gets done without people working the systems. Culture Cures Every

Connect With Josh:

FreelandVentures.com/Passive
jcantwell@srecnow.com
www.linkedin.com/in/joshcantwell/
+1 (216) 233-5448

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Ted Greene is the Investor Relations Manager for Spartan Investment Group. He has over 24 years of investment advisor representative and compliance officer experience. As an entrepreneur he developed and ultimately sold a Self-Directed IRA facilitation company, which lead him to his current endeavors with Spartan.

Main Points:

Who is Spartan Investment Group?
What about rising interest rates?
Are Cap rates to low to make money?
Where are properties priced from a cap rate perspective?
What does Spartan look for to protect investors?
Who are the big buyers in the marketplace?
Where is the market headed from here?

Connect with Ted Greene:

http://www.spartan-investors.com/
+1 (425) 777-0496
linkedin.com/in/ted-greene-dontbeafraid
www.spartan-investors.com/spartan-storage-fund/
ted@spartan-investors.com

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Jeffrey Donis is a real estate investor and syndicator. His goal with his brothers and partners is to empower others to achieve their financial goals through apartment investing. The Donis Brother’s passion for helping people began at an early age and has bonded them as brothers and business partners. At the Donis Investment Group, Jeffrey is responsible for investor relations and raising capital.

Main Points:

Syndicating Apartments With My Brothers
Investing in Real Estate in Your Early 20s
The Power of Networking!
Importance of a Mentor & How To Find One
My “why”
How to invest in your 20s and the importance of starting early and maintaining consistency.

Connect with Jeffrey Donis:

www.donisinvestmentgroup.com/playbook
jeffrey@donisinvestmentgroup.com
linkedin.com/in/jeffrey-d-7b558b1a9
+1 (919) 599-2484

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JD Sustar is better known as the Finance Cowboy in the digital world. JD was able to amass a net worth of over $1m by the age of 30 by investing in single-family home real estate.

Main Points:

Single family long term rentals as a foundation
Short term rentals (airbnb) returns and management (I have 2 on Seabrook Island, SC)
Knowing how to analyze deals
Networking is key to success in real estate
How to scale with little money

Connect with JD:

@financecowboy (Instagram),
financecowboy.com
tiktok: @thefinancecowboy
youtube: finance cowboy
http://www.TBD
+1 (843) 8643682
realfinancecowboy@gmail.com

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Real estate broker and investor with over 40 years experience. Silicon Valley native built a sizable single family rental portfolio. Relocated to Greenville SC for a lifestyle transition. Moved to multifamily investing and formed Spark Investment Group.

Main Points:

Benefits of real estate investment
Thesis behind multifamily investing
Benefits of passive investing
How do syndications work?
Benefits of diversification
Overall investing philosophy
Use investments to create the life of your dreams

Contacts:

www.nvestwithspark.com/contact
arn@investwithspark.com
+1 (650) 575-6114
www.linkedin.com/company/spark-investment-group
http://www.investwithspark.com

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Mike Stohler is a former commercial airline pilot, Navy veteran, and co-founder at Gateway Private Equity Group. When Mike first started in real estate investing in 1999, he lacked experience and failed. Through committed action to learn and grow his skills, he has created immense change in his business and life. Between apartment complexes, houses, and hotels, Mike has owned or operated over 1400 units.

Main Points:

How I lost everything and how I learned from that experience
What did I do to make sure I did not repeat my mistakes?
Why mentoring and coaches are so important
Why having a team is so important
Why is having a default calendar and other systems in place necessary to become a successful entrepreneur
Why did I make the switch from Multi Family to Hotels and how did I do it?
What is the difference between MF and Hotels
The mindset adjustment of owning hotels during COVID and how I survived

Contact:

www.gatewaype.com
mike@gatewaype.com
www.linkedin.com/in/michaelstohler/
+1 (602) 463-0758

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Isaac Bennett is the founder of YouAre: A People Brand. He previously served as Vice President of Sales for Morton Industries. He has an extensive background in international Real Estate, equity and alternative asset investments. He has traveled to over 50 countries, having done business in over 100. He loves baseball, music and spending time with his wife, Blake.
Main Points:

Launching Your Creative Genius
Partnering for the Win
Removing Limitations
Overcoming Fear
Eliminating "Realistic" from Your Vernacular
Independent Thought

Connect with Isaac:

isaac@apeoplebrand.com
+1 (309) 294-4760
http://www.apeoplebrand.com
linkedin.com/in/isaac-bennett-9980a356
www.apeoplebrand.com/investor

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Launching Your Creative Genius
Partnering for the Win
Removing Limitations
Overcoming Fear
Eliminating "Realistic" from Your Vernacular
Independent Thought

Connect with Isaac:

isaac@apeoplebrand.com
+1 (309) 294-4760
http://www.apeoplebrand.com
linkedin.com/in/isaac-bennett-9980a356
www.apeoplebrand.com/investor

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With over 18 years of experience investing in US real estate, Dani uses his knowledge and experience to secure financial growth for beginners to experienced investors.Since 2004, Dani has worked with many hundreds of investors on close to 5,000 transactions, helping them to build strong real estate property portfolios by investing in various US metros, all done remotely.

Dani helps both beginners and experienced investors by customizing each strategy based on experience, age, goals, knowledge, and financial abilities.Simply Do It, Dani's investment network, have set strong systems and process for investor to properly and correctly invest in residential rental in multiple Us metros.

Main Points:

What is boring investing
Investing in current times and how to hedge yourself
How to execute remote investing
SFH as a major growth engine
What is the mortgage miracle we have in the US
Ways to mitigate typical property managers

Contact Bryce:

One on one session with Dani free - SimplyDoIt.net/intake
www.linkedin.com/in/danib/
dani@simplydoit.net
http://simplydoit.net
+1 (650) 440-5544

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Jesse Fragale is a commercial real estate broker for Avison Young and a real estate investor. He started investing in student rental properties a little over ten years ago. As his passion for investing grew, he began investing in single-family homes and condos. Following this, he transitioned to investing in multi-family apartments, and that is his focus today. Jesse is also the host of Working Capital 'The Real Estate Podcast'

Main Points:

Contact Bryce:

http://workingcapitalpodcast.com
https://www.linkedin.com/in/jessefragale
jesse.fragale@avisonyoung.com

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Scott has worked with thousands of investors to move their retirement funds from the stock market roller coaster to stable income producing real estate. Through a self-directed IRA, Scott has shown them how to purchase all things real estate with their IRAs and old 401(k)s- from rentals to rehabs to multifamily syndications!

Main Points:

How an individual can tap into their retirement funds (tax-free to invest in real estate)
What it means to have a truly self-directed IRA
Why your broker/advisor doesn't tell you about self-directed IRAs
What retirement accounts you can use to invest in real estate
Types of real estate investments held within retirement accounts
The process for moving funds from a brokerage firm and into a real estate investments
What are the restrictions for using retirement funds to invest
Why people choose to self-direct their IRAs

Contact Bryce:

www.advantaira.com/get-started-with-a-self-directed-ira/
www.linkedin.com/in/scott-maurer-18998465/
http://www.AdvantaIRA.com
smaurer@advantaira.com

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Main Points:

How an individual can tap into their retirement funds (tax-free to invest in real estate)
What it means to have a truly self-directed IRA
Why your broker/advisor doesn't tell you about self-directed IRAs
What retirement accounts you can use to invest in real estate
Types of real estate investments held within retirement accounts
The process for moving funds from a brokerage firm and into a real estate investments
What are the restrictions for using retirement funds to invest
Why people choose to self-direct their IRAs

Contact Bryce:

www.advantaira.com/get-started-with-a-self-directed-ira/
www.linkedin.com/in/scott-maurer-18998465/
http://www.AdvantaIRA.com
smaurer@advantaira.com

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Bryce began his investing career with a negative net worth, unseasoned credit, and a mere $2,000 in the bank. Having raised millions of dollars and a culmination of successes in mobile home park investing. Bryce hosts the podcast "Freedom Hack Radio", is the co-author of "10,000 Miles to the American Dream", he writes weekly articles for BiggerPockets and has the #1 top-selling "Mobile Home Park Investing" and "Capital Raising" home study courses.

Main Points:

Why Bryce wrote the Best-Selling Book "10,000 Miles to the American Dream"
Why Bryce created the Video Podcast "Freedom Hack Radio"
Why Bryce passionately Researches the Economy
How to live a True Freedom Lifestyle, via Real Estate
Quick Path to achieve Financial Freedom, via Real Estate
Mobile Home Park Investing
Syndication (Raising Millions for RE Deals)

Contact Bryce:

Bryce@InvestCultiv8.com

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Matthew Baltzell is a real estate investor with a portfolio of 743 units and 4 years of asset management experience. He is also the former host of Real Estate Journeys, a Top 400 Business Podcast. With his vast experience in podcasting and real estate, he founded Elite Podcast Bookings a company that specializes in helping real estate investors attract more capital and become thought leaders.

Main Points:

The Four Habits of Highly Successful Capital Raisers
3 Things You Should Never Do As A Podcast Guest
How To Attract Capital Like A Boss With Podcasting
4 Unusual Ways To Leverage Your Real Estate Business

Contact Bryce:

Limited Offer: The free first month of service for new clients ($600 in value). Go to www.elitepodcastbookings.com to schedule a call and enter the promo code ALLEN. Offer will go quickly and is limited to two new clients.
matthew@elitepodcastbookings.com
http://www.elitepodcastbookings.com/
www.linkedin.com/in/matthew-baltzell-56586721

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Thomas Tsitourie is the child of immigrants who while he was growing up were building Superintendents for a 62unit complex in Astoria Queens. At a very young age, Thomas came to the realization that hard work alone won't get you to Financial Freedom. One must grow to possess Desire, Faith & Imagination.

Thomas brings to his real estate entrepreneurial endeavors a Bachelors's degree in Architecture and experience in Construction Management.

Through the years, Thomas developed an obsession for personal Growth & Financial Freedom and a heart of an Entrepreneur with a business sense and a focus on believing strongly in streamlining all processes.

Main Points:

getting started in real estate
what works for YOUR investment strategy
the road to entrepreneurship
the good, the bad, and the really ugly
95 daily grind
long term play
pivoting

Contact Bryce:

thomastsitouridis@gmail.com,
thomas@tomakgroup.com
www.linkedin.com/in/thomas-tsitouridis-60a63736/
http://tomakgroup.com

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Chad Griffiths has been an industrial real estate broker since 2005 and an investor since 2014. As a member of a global commercial real estate company and a partner with his local firm, he's completed 500+ deals with clients ranging from small companies to large institutional owners. Chad has interviewed over 50 industry experts and has also been a guest on over 30 podcasts. In addition to giving numerous interviews on national media he was a recently named an Industrial Influencer by GlobeSt.com. Chad is a big advocate of continuous learning and has earned SIOR, CCIM designations and an MBA during his career.

Main Points:

The basics of industrial real estate
What you need to know before getting started
Finding opportunities
Keys to success
Pitfalls to avoid

Contact:

Subscribe to Chad's YouTube channel for more industrial real estate content: /www.youtube.com/c/ChadGriffithsCRE
www.industrialize.com
cgriffiths@naiedmonton.com
www.linkedin.com/in/chadgriffiths/

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David Robinson is CEO and Founder of Canovo Capital, LLC a boutique real estate investment firm. He is an active investor, broker, and podcast host. As a broker and investor, David has been directly involved in over 350 million in real estate transactions. At Canovo Capital, David oversees all due diligence, capital raising efforts, investor relations, and asset management for his firm.

Main Points:

For Passive Investors

What is real estate syndication and why is it the hassle-free way for busy professionals and business owners to build wealth and create passive income streams.
Our 5-point framework for finding the best syndication deals and sponsors.
Why I turned to multifamily syndications to help my brokerage clients achieve better results.
Should you buy a duplex, fourplex, or invest in a multifamily syndication - the Pros and Cons?

For Active Investors

How I bought my first commercial apartment building for $2.2 million with only $10,000.
How I raised $1.4 million in 48 hours for my first syndication deal without any prior capital raising experience.
The Top 3 Strategies I've used to find off-market and undervalued multifamily deals.
The #1 overlooked metric causing your rental properties to underperform.

Contact:

www.canovocapital.com
david@canovocapital.com
www.linkedin.com/in/davidtheonrobinson

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A Cost Segregation Professional with 14 years of hands-on experience including onsite verifications, estimating, cost analysis, and tax classification. A regular presenter at workshops nationally and is a frequent guest on industry podcasts.

Main Points:

What is cost segregation?
Who (what property owner) should do cost segregation.
If the building will be sold in the near future, should cost segregation be considered?
What if the owner is a passive investor?
Can cost segregation be performed on buildings acquired prior to 2020, and if yes, how far back can one go?
Are taxpayers who have buildings using accelerated depreciation (cost segregation) more likely to be audited by the IRS?
What should one look for in a cost segregation company?

Contact:

www.ustaginc.com
joev@ustagi.com
linkedin.com/in/joseph-viery-49b1b923

WORK EXPERIENCE: Joseph is a Cost Segregation Professional with 14 years of hands-on experience including onsite verifications, estimating, cost analysis, and tax classification. He is a regular presenter at workshops nationally and is a frequent guest on industry podcasts. He is expert in Detailed Engineering CostSegregation Studies, Tangible Property Regulations, Asset Dispositions, 179d and 45L Energy Tax Credits, and R&D Tax Credits. He has the ability to analyze intricate technical information He has a natural ability to turn complex sets of guidelines into easy-to-understand topics Excellent problem solve.

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Suzy and Michael are the Founders of Adventurous Real Estate Investors. They specialize in a different ROI or as they refer to it as Return on Impact. They are the owners and asset managers of over 500 multi-family homes across Oklahoma. They host "The Adventures of a Real Estate Investor'' podcast and they host a monthly meetup for real estate investors living overseas and investing in the United States.

Main Points:

How did you decide to start investing while living in another country?
Why did return on impact become so important for you two?
Why did you decide to leave your W2 to pursue real estate investing full time?
What advice do you have for other service members
Who wants to start investing while living OCONUS?
What do you love best about being a full-time real estate professional?

Contact Suzy and Michael:

www.adventurousrei.com/impact
exploremore@adventurousrei.com

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Dave Sherbal has over thirty years experience in all real estate product types, with a specialty in multifamily product and has been involved in all phases in the life cycle of an investment. He holds a M.B.A. , State University of New York (SUNY) at Buffalo, NY. B.S. Accounting, Magma Cum Laude, (SUNY) at Buffalo, NY and is affiliated with the American Institute of Certified Public Accountants.

Main Points:

How to do a proper due diligence
How to perform due diligence on property management firms
What reports and information to review weekly

Contact:

www.c2gam.com/
dave@c2gam.com
linkedin.com/in/dave-sherbal-17062731

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Clay Hepler is a fiancé, multifamily investor, educator, and cash flow specialist.

He is the Chief Wealth Strategist at the Creative Capitalist and helps entrepreneurs and real estate investors in 50 states create, protect and multiply their cash flow so they keep, control and amplify more of their hard earned cash in ANY economy.

He scaled his family’s chocolate company from 2 states to 42 in 18 months and set the foundation to have a partnership with Geoffrey Zakarian, the Iron Chef from Chopped the TV Show and owner of many successful restaurants across America.

Main Points:

How to Build wealth with Life Insurance
When BRRR Investing and Life Insurance is the fastest way to build wealth
Why Scarcity is the Greatest Destroyer of Wealth
Luxury Airbnbs

Contact:

www.Creative-capitalist.com
clay@creative-capitalist.com
www.linkedin.com/in/clay-hepler-7122a912b/
(412) 552-3029
Podcast: Creative Capitalist

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Pauldine France is the Vice President of Strategic Investments at FIP Realty Services / Commercial focused on buy, sale and lease of retail and hospitality assets. She is also the CEO of Neohabitus, a creative strategy consultancy based in Miami, Florida.

Main Points:

cultural nuance when conducting business in a global city
personal and business etiquette within real estate
brokerage branding
training sales and leasing team

Contact:

www.neohabitus.com/contact-us
pauldine@neohabitus.com
www.linkedin.com/in/pauldine/

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Tyler Goble is an Infantry Officer in the United States Marine Corps with a master's degree in Operations Research with an emphasis in Artificial Intelligence and Machine Learning from the Naval Postgraduate School in Monterey California.

Tyler is the manager and founder of LTG Investments - a Real Estate Investing company that sets itself apart from others with its in-house data analysis of markets, enabling real-time analysis of any market in the US down to individual zip codes

Main Points:

How to structure SFR fix and flip financing
Understanding what data matters when looking at a market
Why money is never enough
Building a team
How the Marine Corps infantry translates to real estate
How college football translates to real estate

Contact:

www.linkedin.com/in/tylergoble54/
www.LTGInvestments.com
tyler@ltginvestments.com

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Sam is an active investor in self storage, parking, retail, multi-family apartments, RV parks and single family homes. He hosts the How to Scale Commercial Real Estate Podcast and participated in over 30mm in acquisitions in 2021.

Main Points:

Invest in fragmented industries
Buy Boring businesses
Buy for Cashflow, forget the IRR or equity multiple
Don't follow the herd, use them as your canary in the coalmine

Contact

www.brickeninvestmentgroup.com/checklist
sam@brickeninvestmentgroup.com
www.linkedin.com/in/brickeninvestmentgroup/

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After failing out of high school and doing 4 years in prison and having a son, there was only one way to go and that was up. I had to figure out how to make it in the real estate niche with my background and the easiest route with less road blocks was using credit cards. Now I’m making at least 100k per project.

Main Points:

You don’t need perfect credit to get into real estate
You can leverage your credit cards to get into real estate
You can hide the utilization on your credit cards to maintain a high score
You can make at least 100k by building from the ground up
It is an easier market to jump into building than rehabbing

Connect Andy Williams & Gigi Williams:

www.the100kplay.andybuyshouses.org/home
andy@andybuyshouses.org
gig@andybuyshouses.org
Instagra -anybuyhouses
Instagra – mscnotes
404-458-0893 (Gigi)
727-888-2607 (Andy)

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Bailey Kramer is a real estate investor and entrepreneur. He bought his 1st property at just 20 years old and now focuses his time acquiring and managing Airbnb properties!

Main Points:

How to get started in real estate at 19 years old
Short Term Rentals
Managing properties remotely
Seller Financing
Sourcing Deals
Real Estate
Automation/software

Connect with Bailley:

www.instagram.com/the_bailey_kramer/
bailey@baileykramer.com

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Jeff Cook lives and breathes commercial real estate. Jeff finds great fulfillment in the transformation of underperforming properties, resulting in a very attractive product. Jeff graduated with high honors from Binghamton University with a Masters’ Degree in Public Administration and started his career as a project manager for a market research company. He began purchasing multi-family properties in Rochester New York in 1997 and purchased his first mobile home park in 2008.

Main Points:

Do the right thing
Consistent hard work
Hire smarter people than yourself
Humble confidence
Take real good care of your team

Connect to Jeffrey:

cookpropertiesny.com
jeffcook@cookpropertiesny.com

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Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.

They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.

Main Points:

How to be your own CFO – and successfully!
How to run a profitable business
How to get centered, get clear, and get more profit use our original process called “The STILL Method”
What to look for to know it's time to do a big pivot in your business using Profit First
What it looks like for an entrepreneur to use the Bank On Yourself concept

Connect Brandon Neely:

Wealth Wisdom Financial Podcast (YouTube)
www.stillmethod.com
grandmaswealthwisdom.com/
www.linkedin.com/in/brandon-neely/

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Daniel Farber is the CEO of HLC Equity, and responsible for leading the executive management teams on strategy and execution of growth for HLC Equity’s investment portfolio, and leading the group’s operating businesses and brands.

Main Points:

Leaving a legacy is a fundamental "Why" many of us invest in the first place
Key components of investing for multi-generational legacy
Difference between short-term investing and long-term legacy building
Why real estate is at the core of Legacy Investing
Different asset classes and how they can impact long term success
How to navigate uncertain times to maintain an investment strategy that builds legacy
What steps can be taken today to build wealth for generations

Connect:

HLCEquity.com

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Tim Vitale is the Managing Partner of Upside Capital based out of Wilmington, NC. He spent 10 years in the corporate finance world and achieved the ranking AVP of Finance for a Fortune 500 Insurance Company prior to leaving his W2 life to pursue real estate full time. He specializes in underwriting, analysis, and budgeting. Tim was born into a real estate family, owns rental property in the Charlotte North Carolina, and syndicates apartments throughout the Southeast USA Markets.

Main Points:

Syndicate apartments in the southeast with 232 doors closed and another 225 under contract. Total portfolio will be $30M AUM in less than 12 months using $0 of my own money.
How HR telling me I had to go back to the office changed the trajectory of my real estate career
Networking and being a go-giver was the key to my success, how I got "in" to my first deal with mentors
Lessons learned on how to leverage OPM on the General Partner and Limited Partner side

Connect with Tim Vitale:

upsidecapital.invportal.com
tim@upsidecapitalgroup.com
facebook: Makin moves in RE

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After three Silicon Valley startups, Sean O’Toole purchased and flipped more than 150 properties prior to the bubble. Combining those experiences Sean launched ForeclosureRadar in 2007, just ahead of the foreclosure crisis, and later expanded with the launch of PropertyRadar in 2013.

Main Points:

What is hyperlocal marketing
How does it compare to other types of marketing
Why is marketing important for investors
How large investors scale and how you can too

Contact:

Podcast: Data-Driven Real Estate

Sean O'Toole Contact:

Facebook: www.facebook.com/sean.p.otoole
Twitter: twitter.com/seanotoole
LinkedIn: www.linkedin.com/in/seanotoole/

Company Contact:

Facebook: www.facebook.com/PropertyRadar
Twitter: twitter.com/PropertyRadar
LinkedIn: www.linkedin.com/company/propertyradar
Email: info@propertyradar.com

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Main Points:

What is hyperlocal marketing
How does it compare to other types of marketing
Why is marketing important for investors
How large investors scale and how you can too

Contact:

Podcast: Data-Driven Real Estate

Sean O'Toole Contact:

Facebook: www.facebook.com/sean.p.otoole
Twitter: twitter.com/seanotoole
LinkedIn: www.linkedin.com/in/seanotoole/

Company Contact:

Facebook: www.facebook.com/PropertyRadar
Twitter: twitter.com/PropertyRadar
LinkedIn: www.linkedin.com/company/propertyradar
Email: info@propertyradar.com

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Hayden Harrington is a real estate entrepreneur focused on large-scale multifamily syndications. He currently has $85MM in Apartments Under Management and is actively growing the portfolio.

Main Points:

Add value
Think outside the box
Remove limiting beliefs
Map it out & make it happen

Connect with Hayden:

www.momentummultifamily.invportal.com/signup
www.momentummultifamily.com/
hayden@momentummultifamily.com

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Jay Helms is an Amazon #1 Best Selling Author, has been featured twice on BusinessInsider.com, and is the Founder of The W2 Capitalist, a mastermind community for aspiring and experienced real estate investors. Timid, apprehensive, and fearful about purchasing his first single-family rental, Jay now owns over a million dollars in real estate assets and escaped the rat race after just 6 years of the real estate side hustle. Knowing that closing on the first deal is the biggest hurdle and mental roadblock for new investors, Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth.

Main Points:

Overcoming the fear of real estate investing is a multi-step process and we're battling tens of thousands of years of DNA programming
How to Get Started Investing in Real Estate
Should Your Boss Know that You Invest in Real Estate
What is an investing criteria and how to establish yours
Why no one should rely on just one income stream
How much should one spend annually on personal development

Connect with Jay Helms:

www.w2capitalist.com/virtualcoffee
jay@w2capitalist.com
www.linkedin.com/in/jayhelms/
Podcast: W2 Capitalist EARN INVEST REPEAT
Meet-up: W2 Capitalist EARN INVEST REPEAT

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Brandon Schwab has been a serial entrepreneur since the age of 15, he brings 20+ years of operating experience to Shepherd Premier Senior Living. Where he started and runs a fund to change the senior living industry from BIG Box to boutique cozy homes.

Main Points:

Senior Living TOP commercial asset class last 10 years
Senior Living TOP commercial asset class after last 2008 crash
Senior Living of Tomorrow is NOT the Traditional Senior Living You Remember
Senior Living is the Most Recession Proof Asset Class Available Today
Every Investor Needs to Know This About Senior Living & How COVID Changed The Landscape
Boutique Senior Living is to Senior Living what Uber is to the Taxi Cab Industry

Connect with Brandon Schwab:

Www.BoutiqueSeniorLivingFund.com
Calendly Account www.BrandonSchwab.com
brandon@boutiqueseniorlivingfund.com
linkedin.com/in/brandonschwab
847-380-8624

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Main Points:

Senior Living TOP commercial asset class last 10 years
Senior Living TOP commercial asset class after last 2008 crash
Senior Living of Tomorrow is NOT the Traditional Senior Living You Remember
Senior Living is the Most Recession Proof Asset Class Available Today
Every Investor Needs to Know This About Senior Living & How COVID Changed The Landscape
Boutique Senior Living is to Senior Living what Uber is to the Taxi Cab Industry

Connect with Brandon Schwab:

Www.BoutiqueSeniorLivingFund.com
Calendly Account www.BrandonSchwab.com
brandon@boutiqueseniorlivingfund.com
linkedin.com/in/brandonschwab
847-380-8624

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Brian K. Grimes, Jr. Certified Financial Planner, is an Ivy League-educated real estate entrepreneur and coach. Upon graduation from Columbia University in 2011, he embarked on a career in Financial Planning. In 2015, Brian launched his own real estate development company and has since gone on to renovate 300+ rental properties using the Buy, Rehab, Refinance, Rinse, Repeat strategy.

Main Points:

The BRRR (Buy, Rehab, Rent, Refinance, Repeat) method
Creating exciting real estate investment opportunities that enrich Class C Neighborhoods
Establishing a passive income strategy through real estate

Connect with Brian Grimes:

www.workwithgrimes.com/cashflow
www.youtube.com/c/BrianLovesCashFlow

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For more than 15 years Tim Vest has been investing in real estate. Tim has done it all. From partnering with developers to develop raw land to purchasing and investing in single-family rentals, fix and flips, multifamily, and hotels. He is currently an owner and partner in multiple apartment communities. Outside of his passion for Real Estate, Tim also enjoyed a 20+ year career in technology and founded multiple startups.

Main Points:

I lost it all in 2008 and 2009 but used those lessons to build a better business.
Dedication and consistent action have been the recipe for my success
Mentors and Coaches have been a key ingredient that I lacked in the past
It hasn't been one big deal that made the difference. I stopped looking for the "Homerun" and started going after singles and doubles to build my portfolio.
My mindset shift, from "I can always go back to corporate" to "there is no going back" has been a game changer
My "why" is my daughter but my motivation is fear of "what if". I never want to wonder "what if" and it drives me to push beyond my limiting beliefs.

Connect with Tim:

Our team helps investors realize their dreams of passive cash flow while owning real estate without the headaches. We help beginners, in this space, make the right connections to get deals done right.

www.harvestpg.com
tvest@harvestpg.com

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Real Estate Broker, Real Estate Investor, Veteran, West Point Graduate; Gervon is a self-starter in real estate both as an agent and investor. He runs a team of agents and continues to invest in real estate while helping others do the same.

Main Points:

How anyone can get started in real estate investing and build a portfolio, one property at a time and begin to leverage it as the equity builds
How to focus on your goals and what YOU want to do with your life by backwards planning
How to build a side income/business while still working a 9-5
Being honest with yourself about your skillset and what actual value you offer to others - focus on adding value rather than how much money you can make
How to be comfortable giving up responsibility through delegation as you grow your business
How it's imperative to always be willing to grow as a person and as a leader, never become satisfied or stagnant!

Connect with Gervon:

www.thegqhometeam.com/meetings
www.TheGQHomeTeam.com
@gervonsimonallmedia

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Reuben is a Real estate broker helping 1031 buyers show that they are the strongest buyers. Not desperate needy people who can get be taken advantage of. He also helps investors find off-market opportunities for strong buyers.

Main Points:

I worked as a Qualified Intermedia, and quickly learned how a 1031 buyer is looked at by other brokers and owners.
The process of a marketed deal vs an off-market deal
The reason why a 1031 buyer can easily be manipulated
Alternative investments for 1031 buyers and how they shape the narrative for these buyers
Greedy sellers vs smart sellers
The most important part of any RE transaction- certainty of close

Contact with Reuben:

Text: 347-471-3669
www.cgcrealty.com
reuben@cgcommercialrealty.com
LinkedIn: Reuben Goldbaum

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Kevin began his real estate investing journey in 2018 using his(VA) loan to house hack a Quadplex. After improvements, Kevin was able to raise units rents more $500 per month which enabled him to move onto other investments. Kevin is Co-Host of the Active Duty Passive Income Podcast and founder of Operation A.T.O.M., The Action Takers Only Mastermind.

Main Points:

How I got started in Real Estate Investing while Active Duty USAF
Using a "content machine" to build the largest community of Military Real Estate Investors
Why you MUST listen (and provide services) to your audience
Crowdfunding 101: Know Your Audience
Reg D vs. Reg A - What's the difference?
ADPI Capital™ Origin Story

Connect with Kevin Brenner:

www.adpicapital.com
kevin@activedutypassiveincome.com

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Daniel is a managing partner of Good Samaritan Capital LLC, a private real estate investment firm that specializes in multifamily acquisitions. He also runs the real estate investment club at Intel. Good Samaritan Capital LLC has closed on $168MM of assets under management, which includes 2597 units in properties across 8 states.

Main Points:

We’ve had 12 years of uninterrupted growth in real estate, but there are many indicators now, including inflation, supply chain and labor market problems that indicate that the economy may be as strong.
What is a “flight to quality” asset? How can you choose assets that are recession-resistant and hedge against inflation?
The 5 Pillars of Risk in Real Estate Investment
The Managers
The Market
The Business Plan
The Regulators
The Property
BONUS: Some real estate markets in the USA will fare better than others in the case of an economic downturn. Make sure that you are evaluating risk and investing properties with predictable cash flows

Contact Daniel Holmlund:

Go to GoodSamaritanCapital.com and join our investor club to be in a community of people investing in “flight to quality” assets | www.goodsamaritancapital.com
Linkedin: www.linkedin.com/in/daniel-holmlund/
daniel@goodsamaritancapital.com
Schedule a 15 minute chat about anything investing: www.calendly.com/daniel-holmlund/1x1-call-15-minutes?month=2022-05
Investor club: www.facebook.com/groups/1455024964841058

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Bethan has Nearly 20 years experience in Investment Sales, Property Management and Leasing with a focus on Retail and Office Properties. She is the founder of Foresite Commercial Real Estate, one of the fastest growing full service brokerage firms in Texas.

Main Points:

Breaking into the industry after moving to the country not knowing anyone in the field
Creating a skill set and a reputation in the industry to climb the "ladder"
Starting Foresite
The Commercial Real Estate Training Program

Contact Bethany:

www.foresitecre.com
bbabcock@foresitecre.com
(210) 816-2734

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Julie is the founder of Three Keys Investment where she helps enlightened investors like you to find your freedom through multifamily real estate investing so you can live the life of your dreams! She has invested in single-family homes and house-hacked before it had a name. Today Julie invests as both a managing and limited partner in multifamily assets.

Main Points:

The family CFO is responsible for more than paying bills and adding to savings...there's a responsibility to grow wealth through well-placed investments.
Discovering the variety of investment options
Financial Freedom is just the beginning
Responsibility to invest in oneself
Personal growth and financial freedom lead to the ultimate contribution of a lifetime

Connect with Julie:

Schedule a time to discuss investing finances or in yourself
www.threekeysinvestments.com
julie@threekeysinvestments.com

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Sonya Rocvil is the Principal and Founder of Bedrock Real Estate Investors a multifamily acquisition company. Sonya is a syndicator, operator and asset manager. She is a CPA and in her previous life she was an auditor.

Main Points:

Taking the chance in leaving corporate
The difference between asset management and property management
Asset management starts before you buy the property
Selecting the right property manager for your property
Asset management includes investor relations
Communication is key
Always ask "Why?"

Connect with Sonya:

www.bedrockreinvestors.com/
sonya@bedrockreinvestors.com
linkedin SonyaRocvil Cpa

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Zain Jaffer is a serial entrepreneur who sold his last startup for $780M to Blackstone in 2019. He is currently a Partner at Blue Field Capital where he is buying real estate and investing in PropTech startups.

Main Points:

What is PropTech, how to divide it into different categories
PropTech adoption in different parts of real estate / asset classes, especially due to COVID
Blockchain impact on Real Estate (Tokenization of Real Estate)
Metaverse & Real Estate (virtual worlds, is it just hype?)

Connect with Zain:

www.proptechvc.com
zain@proptechvc.com

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Bruce Wuollet has over 20 years of experience with thousands of units bought, repositioned, and sold. The focus is on finding good deals. Passion is serving the underserved – providing them with one of their basic human needs – shelter.

Main Points:

Although by tax definition, 18-24 month deals are NOT passive investments buying cashflow is.
The lower middle class and upper lower class is the fastest growing demographic in the US. How are you serving them?
The market always goes up...until it doesn't. How are you protected?
Interest rates are going up, materials are stuck in the supply chain, inflation is sky-hi, labor pool is shrinking, how are you preparing yourself?
Lower-income earners are getting priced out of their communities, how are you helping them?
We focus on the permanent resident one who may never own a home and would like to live in one.
Driving slumlords out one property at a time.

Connect with Bruce:

Go to www.bakerson.com and click on my picture to schedule your phone call.
bruce@bakerson.com

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Rafael Cortez is a real estate broker, investor, entrepreneur, and organizational psychologist. Founder of CEO Pulse LLC and a Real Estate Investment coach and podcaster with Wholesaling Inc. He became one of the youngest firefighters in Yuma County at the age of 19, began his first entrepreneurial project and launched Netcor Transports LLC in 2007 (a non-emergency medical transportation business). Rafael started his first business at 21 and launched his first company at age 23 and now invested in wholesale real estate.

Main Points:

The Wholesaling Business Blueprint. What is Wholesaling?
How to make money in real estate without buying properties.
How to get through the entrepreneur learning curve.
How to build freedom through systems and processes.
The stages of a start-up businesses (Priorities and Challenges)
The entrepreneur mindset / psychology

Connect with Rafael:

www.ceopulse.com
Wholesaling Program: www.reiwholesaling.com
Instagram: @rafelcortezceo
YouTube: Rafael Corte Ceo

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Rod Bourn is the founder and Lead Ninja of Down Set Lead; a strategic consulting group focused on helping organizations grow their business and people through coaching, training, mentoring

Main Points:

Your success is for you to define
Your greatest untapped resource is a power within a power that continues to replicate itself if you want it to
In the hero's quest, the most important plot point is finding the helper
In both your personal and professional life, that helper is best played as a mentor
Your mentor should be someone who can guide you to the next level, not necessarily to the end-all
Understand that a mentor does receive benefit from the relationship
When you've learned all you can from that mentor, move onto the next
That moving on will expand your network, exposing you to more helpers, resources, and eventually your next mentor
Karma dictates you pay-it-forward, so look for that younger person who also wants to get better

Connect with Rod:

wwwdownsetlead.com/about/
rbourn@ccbcmd.edu

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Jonathan O'Kane is Vice President and Head of Research at Chandan Economics. At Chandan, he blends data with storytelling, bringing forward unique coverage of all things related to mom-and-pop rental housing.

Main Points:

Mom-and-Pop operations proved significantly more sensitive to the pandemic than professional managers
As of March 2022, rent collections in independent operated rentals has recovered back to pre-pandemic levels
Renters moving to more affordable metros is a double-edged sword, potentially exporting affordability concerns to new parts of the country
Despite rapid institutionalization, the single-family rental sector remains dominated by mom-and-pop operators
New multifamily debt has far outpaced new multifamily supply since the end of the Great Finical Crisis. In a rising interest rate environment, small operators could run into trouble if rent-rolls are unable to adjust quickly enough to rising debt servicing costs
The role of cities is evolving, though they have many times throughout history. Gateway markets may continue to struggle over the medium term, though we should bet on their long-term resiliency

Connect with Jonathan:

www.linkedin.com/in/jonathanokane/
http://chandan.com/
okane@chandan.com

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John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Target Market : Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit.

Main Points:

The best ways to get started in apartment investing
Why should busy professionals fulfilled in the work of their calling invest in multifamily
How busy professionals should invest in multifamily
How to find the best areas for investing
How to attract investors and raise capital
How to develop a strong personal brand

Connect with John:

john@casmoncapital.com
www.casmoncapital.com/

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Janet Fields is the CEO and co-founder of Oak Trust Properties. She got into property management as a child helping her parents flip houses. Now, Janet and her team offer a strategic approach to optimizing the returns on rentals.

Main Points:

How to know if you should fire your current property manager
Red flags to look for when choosing a new property manager
How you and your property manager can prepare for unforeseen circumstances, like COVID19
The simple test to see if it’s time to hire a property manager (You’ll need a lease!)
Techniques some property managers use to get more fees out of you
Why a good property manager does more than repairs

Connect with Janet:

www.oaktrustproperties.com
janet@oaktrustproperties.com

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As the co-founder with Arleen of REEP Equity, Jacob focuses on developing and overseeing REEP’s growth strategy and takes a hands-on approach to manage the firm’s capital expenditures projects. Jacob directly oversees asset management in addition to fostering and maintaining relationships with key industry leaders.

Jacob is an avid runner, downhill skier, and open water diver. He’s an instrument-rated pilot and regularly flies his Cirrus.

Main Points:

Protect your savings from the volatility of the stock market by investing in Multifamily through a self-directed IRA.
Investing in Real Estate helps to hedge against inflation - growing your wealth above the rate of inflation.
REEP's vertical integration sets us apart from the crowd. We handle every aspect of asset identification, due diligence, financing, design and rehab, operations, property management, cost segregation, and disposition to create portfolios with consistent cash flow, equity upside, and strong downside protection for our investors.
The Texas Triangle is booming. By focusing on these proven markets, we are able to provide sound investments and economies of scale for our management process.

Connect with Jacob:

www.reepequity.com/invest-with-us/
jacob@jacobgarza.com

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One of Country’s top Financial Mentors, Educators and Consultants who has helped hundreds of families escape financial dependency and experience financial freedom with the Wealth Freedom Formula

Main Points:

The importance of no longer leaving money on the table because of our lack of awareness
How understanding our options is the key to unlocking untold financial opportunities
Why having a proven methodology and approach is imperative to immediate and long-term financial success
Some immediate steps people can take to have a sense of power over how they grow wealth
Utilizing real estate and real estate investing to optimize your portfolio and grow wealth
The importance of having a financial team (not just an advisor) that collaborates

Connect with Eunicia:

www.empoweredﬁnancialplanner.com/pitfalls
eunicia@empoweredﬁnancialplanner.com

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Tom Dunkel is the managing director of Belrose Storage Group. Tom has a background in corporate finance and over 25 years of real estate and investment experience. He has also specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner, and integrity have seen him help alternative investors achieve their wealth-building goals.

Tom holds an undergraduate degree from the University of Delaware and an MBA from the College of William and Mary.

Main Points:

Direct real estate investments vs. fund investments
Is self-storage a good investment for my self-directed IRA?
Are self-storage facilities good investments?
Why should a high-net worth investor consider self-storage facility syndications?
Is now a good time to invest in self-storage facilities?
Why should I consider participating in an equity syndication? What are the pros/cons of equity syndications?

Connect with Tom:

www.linkedin.com/in/tomdunkel/
www.belroseam.com/

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Armed with only $3,000, gut-wrenching fear, and absolutely no real estate experience, our guest Mark Podolsky bought his first few parcels of raw land in 2021. Today Mark uses his investment knowledge to help solve people’s money and time problems.

Main Points:

How to invest in raw land
Benefits of raw land
Benefits of passive income
The 3 levers of wealth
What to do with total freedom

Connect with Mark:

Free course: www.thelandgeek.com/quickdeals
www. thelandgeek.com
mark@thelandgeek.com

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Todd Pultz is a Serial Entrepreneur that found financial freedom through Real Estate Investing

Main Points:

Largely recognized as an expert real estate investor and mentor
Leading investment realtor is Dayton, OH
Specializes is value add properties and turning them around, specifically C to D+
Owns and operates successful Property management group
Currently in 1st new development of 116 townhomes
Todd and wife own and operate developmental disability facilities and mental health facilities
Todd believes in multiple streams of income (7-10) to be exact and acquiring assets through infinite banking
Master of the BRRRR strategy

Connect with Todd:

www.toddpultz.exprealty.com
btttillc@gmail.com

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Jay Conner has been through the wringer and has come out the other side with not only experience from the hard knocks of market downturns but also with an accumulation of a wealth of knowledge. The foundation of experience and knowledge, Jay designed a private money system that generated for him of $2 million in private money within just the few months of his formula.

Main Points:

How did you come to get involved with Private Money Funding?
What is Private Money?
What’s your favorite reason to use Private Money?
On what types of deals do you use Private Money?
Why would a Private Lender be interested in lending money?
How much Private Money is available?

Connect with Jay:

www.JayConner.com/MoneyGuide - a free PDF download
www.JayConner.com
connermentor1@yahoo.com

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Today’s guest, Moe Kruger joined Live Oak Bank in 2015 with over 25 years of direct banking experience. Since joining he has financed over $300 million for small businesses. After spending several years helping self-storage and mobile-storage business owners achieve their dreams, he is now working exclusively with RV park owners.

Main Points:

Why RV Parks & campgrounds? Give us the numbers.
What types of loans are available?
Options for financing (one size does not fit all).
SBA 7a loan
Conventional loans
Questions

Connect with Moe:

910-550-2907
www.liveoakbank.com/rv-park-financing/
moe.kruger@liveoak.bank

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Chris Prefontaine has been in real estate for over 30 years. His experience ranges from constructing new homes in the 1990s and owning a realty executive Franchise to running his own investments (commercial & residential) and coaching clients throughout North America.

Investors you can learn more about Chris by going his previous interview REIA 43: Navigate the Waters of the Next recession and come out Swimming on Top.

Main Points:

What does it mean to buy and sell real estate on terms?
With subject to how do you handle the due on sale clause
Does someone have to be full-time to do this business
How can someone transition to full-time if they want to
How would you compare this type of real estate investing to flipping, rehabbing, wholesaling, or even renting apartments?
Is now a good time to invest in real estate and what are your predictions on the market?
You trademarked 3 Paydays. Can you explain?
How do you control 60-80 million of real estat4e with your Wicked Smart Community with little to no money down and not signing on loans?

Connect with Chris:
Free giveaway:

Master's Class: www.smartrealestatecoach.com/mastersclass
Strategy Call: www.smartrealestatecoach.com/action
BookRequest: wickedsmartbooks.com/investingabundance

Social media links:

Website: http://www.smartrealestatecoach.com/
Podcast: https://www.smartrealestatecoach.com/podcast
FacebookPage: https://www.facebook.com/smartrealestatecoach
Google+: https://plus.google.com/+Smartrealestatecoachchannel
Youtube: https://www.youtube.com/smartrealestatecoach
Instagram: https://www.instagram.com/smartrealestatecoach/
LinkedIn: https://www.linkedin.com/in/chrisprefontaine
Twitter: https://twitter.com/smartrecoach

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Mariusz Skonieczny is the founder of Classic Value Investors and MicroCap Explosions and creator of Value Investing University. He is also the author of 11 books on the subject of investing. MicroCap Explosions is a private membership website where Mariusz shares his investment ideas with the members.

Mariusz is a professional investor meaning that he makes most of his money from investing his own money.

Main Points:

When everybody knows about an investment opportunity, it might not be a good one
When you invest in opportunities where there is no competition, the probability of mispricing is huge

Connect with Mariusz:

www.youtube.com/user/SkoniecznyMariusz

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Brian O'Neill is the CEO of BKW Property Solutions—a company that was started to provide flexible real estate solutions for both buyers and sellers. They serve the Greater Chicagoland area and help buyers realize their dream of owning a home. When Brian and his wife experienced many of the common challenges of selling their own home many years ago, they knew there had to be a better way. Their experiences became the foundation of BKW Property Solutions.

Main Points:

What is Creative Financing?
How Did Brian Get Introduced to Creative Financing?
How to Buy Properties with No Money Down and No Credit?
Who Stands to Benefit the Most from Creative Financing?
What Did Brian's Experience Selling His Home Teach Him?
Advice for New Real Estate Investors.

Connect with Brian:

www.bkwpropertysolutions.com
brian@bkwpropertysolutions.com

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The brains behind RentRedi’s software and mobile apps, Ryan Barone today’s guest, is the company’s CEO & co-founder. Before launching RentRedi, he worked at Goldman Sachs and PricewaterhouseCoopers (PwC). He is an avid basket fan and enjoys playing music (drums, piano, and guitar), cooking, and traveling.

Main Points:

The inception of RentRedi (PropTech app): Ryan - starting RentRedi
Actionable advice for new and aspiring entrepreneurs
Entrepreneurship & starting a business from scratch
How tech streamlines property management

Connect with Ryan:

www. RentRedi.com
team@rentredi.com

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David Richter is an active real estate investor who has been essential in closing over 850 deals over the last 7 years which include wholesale, turnkey, BRRRR, owner finance, rentals, lease options, and any other exit strategy you can think of. David is the author of Profit First for Real Estate Investors. His goal is to completely transform the Real Estate Investing industry when it comes to how real estate investors view their finances.
Main Points:

Profit First for Real Estate Investing Book
Financial Clarity

Connect with David:

www. simplecfosolutions.com/getstarted
david@simplecfosolutions.com

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Just a few years ago Lee Yoder, our guest today, was frustrated with climbing the corporate ladder when he found real estate investing. He left his job, took a big pay cut and started real estate investing. He flipped a house, then a duplex, then bought a small multifamily apartment. He now syndicates 40–100-unit apartments in Dayton, OH. Real estate investing has given Lee and his family the life he believes God has called them to!

Main Points:

Getting started with a real estate side hustle
Getting clear on your vision
Getting your wife on board with your vision
Why I wanted to buy bigger and bigger MF properties
How syndicating apartments works

Connect with Amanda:

Go to website, threefoldrie.com, and download our free e-book: "5 Steps to Passive Income for the Full-time Dad."
www.threefoldrei.com
threefoldrei@gmail.com

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1031 Exchanges can be stressful. Deadlines, how it works, new markets, and many other factors make 1031 Like Kind Exchanges (also called the Starker Exchange) confusing. Many investors want more cash flow, want a safe investment but don’t have the resources or direct knowledge to start or complete an exchange. Alex is a multifamily agent in Kansas and Missouri that ACTUALLY works with buyers. He has built a system around helping buyers succeed.

Main Points:

What is a 1031 Exchange?
What makes Kansas and Missouri cities attractive opportunities for investors?
How can out-of-state investors take advantage of the opportunities in Kansas and Missouri?
What can investors do to take the stress out of investing out of state using 1031 changes?
What are the questions to ask to keep the conversation going with potential sellers?
How do we build long-lasting relationships in cash-flowing markets?

Connect with Alex:

www.XchangeCRE.com
alex@XchangeCRE.com
BiggerPockets Profile: www.biggerpockets.com/users/HardWorkInvesto
LinkedIn: www.linkedin.com/in/aolson/

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With our guest Dustin Heiner, who is successfully unemployed and is the founder of Master Passive Income. Dustin is a real estate rental property investor who was able to make enough passive income from his business to quit his job when he was 37 years old. With his podcast, books, courses, and coaching, he now helps other people quit their job by investing in real estate rental properties to live the life of their dreams.

Main Points:

How to build a business

Connect with Dustin:

www.masterpassiveincome.com/freecourse
dustin@masterpassiveincome.com
Free Invest Business Building Course: Text – Rental33777
Podcast and Youtube: Master Passive Income

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With over a decade in the real estate industry – acquiring, flipping, developing and financing over $500 million worth in real estate – our guest, Ruben Izgelove, has quickly become a renowned real estate expert, speaker, and guide for many professionals in the industry. The most successful time in Ruben’s career was during the 2009 financial crisis; during this time, he bought, fixed, and sold distressed properties, which showed his determination in both bullish and bearish markets. After using private money financing, he quickly saw the innovation desperately needed in the private lending space and decided to spearhead it by co-founding We Lend, LLC (a private lending platform).

He is a graduate of St. John’s University and Touro School of Law, where he earned a BS in legal studies and his JD, finishing cum laude and magna cum laude.

Main Points:

I started my real estate journey from a very young age. We have extensive knowledge and expertise of the residential real estate industry. We have seen the market changing through many cycles.
For years, we have been on the borrower's side ourselves but then we became lenders.
The gaps and inefficiencies of the market that inspired the start of We Lend.
How all the above resulted in a customer-first mindset, as customer service and the journey is always the top priority.

Connect with Ruben Izgelov:

www.welendllc.com
ruben@welendllc.com
212-777-7780

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Amanda Neely is a small business and financial professional. She shares her experiential knowledge by developing personalized finance strategies for individuals in addition to profitability strategizing for businesses. She empowers people to take charge of their cash flow, leverage their assets, and increase profitability in ways that would make their grandma proud.

Main Points:

How to utilize our new concept called the STILL Method to bring greater clarity, focus, and profitability to your business
How to use Profit First to create a business that's sellable
What to look for to know it's time to do a big pivot
How to become a bank-friendly real estate investor
What it looks like for an entrepreneur to use the Bank on Yourself concept

Connect with Amanda:

www.stillmethod.com/organic1
www.grandmaswealthwisdom.com/
amanda@grandmaswealthwisdom.com

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Travis Chappell is the founder and CEO of Guestio, a new software that connects high level guests with high level content creators, and he is the host of the top-rated show, Build Your Network. In addition to being featured in Entrepreneur, NASDAQ, Yahoo Finance, and ReadWrite, Travis has also been featured in Forbes as a top ten podcast that will change your life alongside Joe Rogan, Gary Vaynerchuck, and Tim Ferriss.

Main Points:

What excites you the most about your business right now?
What did you learn from your favorite mentor?
What advice would you give to your younger self?
What’s the biggest common leadership mistake?
How do you evaluate a good business deal?
Which single habit gives you 80 percent of your results?
What are you working on right now?
What do you want to be known for, or what do you want your legacy to be?

Connect with Travis:

www.app.guestio.com/travis

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Derek Clifford, is a self-made W-2 exiter, syndicator, investor, author, podcast host, and husband. Derek is CEO of Elevate Equity, a private equity group dedicated to empowering professional couples to achieve financial independence through passive investing.

Main Points:

How to get on the same page with your spouse?
How did you grow your portfolio while working a full time job?
What is your special sauce? (it's process building and time management / routines - example, wrote my book in 30 days)
How and why did you make the leap toward your W-2 exit?
How were you able to raise $1M over a 3 month period across 3 different investments?

Connect with Derek:

www.elevateequity.org/the-book/
derek@elevateequity.org
www.elevateequity.org/7waysebook/

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Bob Lachance is the founder and CEO of premiere Virtual Assistant staffing company REVA Global. He has done over 1,000 transactions in his career and has started multiple businesses, as well as helping to start one of the country's largest real estate education programs.

Main Points:

When is the right time to bring on virtual support for your real estate business?
What are the top tasks real estate investors should start outsourcing to a virtual assistant?
What do I need to get started with my own virtual assistant to ensure a successful relationship?
What separates REVA Global from the "other guys"?
How do you (Bob) use virtual assistants in your own real estate investing business?

Connect with Bob:

www.ThinkREVA.com
www.revaglobal.com
bob@revaglobal.com
Podcast: www.FridayCoffeeBreak.com
860-680-1169

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Bob Couture is managing partner of CP Property Group, a realty and investment company, with offices in Springfield, Massachusetts and Hermosa Beach, California. He is a Massachusetts Real Estate Broker and Certified Property Manager. Bob is the Co-Founder of the Western Mass Real Estate Investor Group. Additionally, he is the managing partner for Ironsides Property, a company that manages 300 apartment units in Massachusetts.

Main Points:

helping tenants with Covid relief payments
pre-Covid friendly evictions
mental health assistance
special assistance groups

Connect with Bob:

www.cp-propertygroup.com
bob@cp-propertygroup.com

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Dr. John Demartini is a world-renowned specialist in human behavior, a researcher, author, and global educator. Dr. Demartini has helped thousands of people around the world transform their life according to their highest values, to create their “life masterpiece”.

Main Points:

Whether you wish to grow your finances, leadership, influence or your business, whether your intention is to transform your relationship, health or any area of your life, it all starts with understanding what’s highest on your Values.
What you perceive as most missing (void) in your life therefore becomes what you perceive as most important (value).
Tips for living our values and living with wealth

Connect with Dr. Demartini:

Great video here on What is a value- www.facebook.com/watch/?v=2196738337056819
Great blog about values here- www.drdemartini.com/blog/the-incredible-value-of-va
Dr Demartini has value determination process on his website so you can determine your values. www.drdemartini.com/values/

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Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and a partner in real estate assets of over $700MM— including over 5000+ residential units (MF, MHP, SFR, and assisted living) and more than 1400 self-storage units across 8 states. She has also flipped over $3.0MM in residential real estate.

Main Points:

Creating time freedom by shifting the investing model from active to passive investing™
Gain a greater understanding of the myriad benefits of investing in real estate assets via the syndication model™
Understand how to properly vet operators/sponsors, markets and deals™
Learn how to generate truly passive income
How to define your financial goals and create an investing strategy to achieve your goals™
How to evaluate and vet real estate syndicators/operators, markets, and deals in order to confidently make first (or next) investment™
How to get started in passive investing, even if you are new to real estate

Connect with Whitney:

www.PassiveInvestingwithWhitney.com
whitney@passiveinvesting.com
www.linkedin.com/in/whitneyelkinshutten/

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Neil Twa is the co-founder and CEO of Voltage Digital Marketing. He has been launching, operating, and growing private label e-commerce businesses for the last 9 years. As of today, he and his clients have sold over $100 million+ in physical products primarily through the Amazon FBA sales channel. Neil shares his blueprint for how to build an online business that can generate a passive “almost automated” six-figure income in just 12 to 18 months, while setting up the business for potentially millions in sales within 18-24 months.

Main Points:

1) We break down our famous “Urban Mining Hack”, that will build you a virtual "firehose" of brilliant product ideas - so many that you won't be able to act on all of them! Imagine a never-ending list of great products you could sell - you'll never ask "What the @%@#$” am I gonna sell!?” again!

2) We'll reveal the Science behind 10x-ing your Amazon sales - “By the Numbers", we'll show you how multi-million-dollar Amazon sellers analyze profitability BEFORE they spend a single penny on a product. Learn to avoid making business-killing sourcing blunders or squandering your nest-egg on totally crappy ideas. This one video alone could literally save you tens of thousands of dollars, and be the difference between huge success and total disaster in your Amazon business!

3) You may fall in love, but Don’t Marry Your Products! Take someone else's girlfriend instead! Learn how to piggy-back on other people's great ideas and benefit from THEIR advertising to build your own private-label empire!

4) You know, Amazon may be be a River, but it's also a Tree! Learn deeply-kept secrets about Nodes, ITK's and Amazon's "filing system" for products. Learn the highest-powered keywords in Amazon's entire ecosystem, and put them "front and center" on your product listings to gain MAXIMUM RELEVANCE!

5) What's better than a golden parachute? “The Platinum Principle” will guide you in stacking insane value into your Amazon business - building a juggernaut so valuable that corporate suitors will line up at your door with big checkbooks when you decide it's time to cash in! Most people who do this right actually make more money when they stop selling on Amazon than then ever did during the business-building phase!

Connect with Neil:

Discover how this underground Amazon FBA expert has helped 1000's of people build their empires, even retire, with the power of almost automated income by partnering with one of the world’s richest billionaires.

neil@voltagedm.com

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Atif (Ah-tif) Qadir (Kau-der) founded REDIST, a venture-backed fintech company focused on real estate incentives, and Amanat (Ah-mon-at) Properties, a development company focusing on the renovation of historic real estate in New Jersey. Previously, he was at Extell Development, where he was an Associate on the acquisitions and development teams for deals across the United States and Canada.

Main Points:

How deals are traditionally capitalized and what's wrong with it
How public financing tools can help more deals make sense
What are the many challenges with accessing public financing
Which software tools you need to overcome those challenges
New federal legislation every real estate investor needs to know about

Connect with Atif:

www.redist.us/
atif@amanatproperties.com
atif@redist.us

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Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million-dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.

Main Points:

CARES ACT:
Tax Implications for Real Estate Investors
Cost Segregation and the Impacts of Tax Reform
Cost segregation
179D energy credits
45L energy credits

Connect with Erik:

www.costsegauthority.com
erik@costsegauthority.com

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Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses.

Main Points:

Becoming a full-time passive cash flow investor take a lot of work, education, and time but is very much worth the effort, especially for anyone who wants to leave the corporate world!
There are many different types of real estate asset classes that can be considered by passive cash flow investors, providing solutions for investors across various risk spectrums and locations.
Some types of passive cash flow opportunities can have tax benefits that makes them significantly more favorable than more mainstream investment opportunities.
Diversification across asset classes, geographies, and operators is absolutely key for passive cash flow investors to help reduce risk.
It's important for passive cash flow investors to monitor upcoming changes in migration, demographics, and key trends to ensure that they are optimizing their passive cash flow investment decisions.
With the advent of podcasts, recent crowdfunding laws, and very low interest rates for savers, becoming a passive cash flow investor is easier and more appealing than ever before.

Connect with Jeremy:

jroll@rollinvestments.com

Financial Reporting and Analysis Sites referenced in the show:

www.cnbc.com
www.drudgereport.com
www.calculatedriskblog.com
www.shadowstats.com
www.zerohedge.com

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Denis Shapiro began investing in real estate in 2012. He built a cash flowing portfolio including many alternative assets, such as Note and ATM funds, mobile home parks, life insurance policies, tech start-ups, Industrial property, short term rentals, and more.

Main Points:

Why traditional and alternative investments are critical in a portfolio.
How to learn the language of real estate using LinkedIn.
How to build a network when starting from zero.
How to start an investment club and the advantages and disadvantages of an investment club.
How multi-asset income funds can help investors achieve their income goals.
The biggest thing the FIRE Movement misses out on.
The two most common misconceptions about investing in real estate syndications.

Connect with Denis:

The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non- Traditional Ways
www.sihcapitalgroup.com
denis@sihcapitalgroup.com

Biography of Denis:

Denis Shapiro began investing in real estate in 2012, when the market was just beginning to recover from the GFC (Global Financial Crisis). He built a cash flowing portfolio including many alternative assets, such as Note and ATM funds, mobile home parks, life insurance policies, tech start-ups, Industrial property, short term rentals, and more. He co-founded an investment club for accredited investors in 2019. Following the success of his investor club he launched SIH Capital Group. SIHCG provides accredited investors with a simplified strategy to invest for passive income.

Denis has observed key changes in the alternative asset market in the decade of recovery from the GFC. The JOBS Act of 2012 opened many alternative assets up to everyday investors, but clear expertise and guidance is still hard to find nearly a decade later.

This observation compelled Denis to write The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways in 2021. His book is based on his own experience becoming a successful alternative asset investor and interviews with some of the best alternative asset investors in business today.

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Cindy Maxson is a Senior Transition Specialist and a Probate Expert with over ten years’ experience as a licensed REALTOR®/investor. Her business helps families move a loved one into a senior community by offering an easier, less stressful way to sell mom’s (or dad’s) house. She is co-author of the book Paying For Long-Term Care.
Main Points:

The Problem: Meet Daughter Judy
The Options: What About the Stuff?
Sustainable and Future-proof: The Best Leads You’ve Probably Never Heard of
Why Trust is Key in Senior Living
Relationship-based Marketing: No More COLD CALLS!
Creating Win-Win Fulfillment Through Helping Others

Connect with Cindy:

www.seniortransitioncare.com
cindy@seniortransitioncare.com
615-289-6566

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As a serial entrepreneur, Fabiola Fleuranvil lives in between two worlds – as CEO of Blueprint Creative Group, a marketing agency serving government clients, and as a Real Estate Developer with her investment company, at Icon Heritage Partners. Fabiola continues to expand the firm’s portfolio of multifamily and commercial assets. The firm is currently developing a 138-unit affordable assisted living facility financed with Low Income Housing Tax Credits (LIHTC).

Main Points:

Currently developing a 138-unit affordable assisted living facility using Low Income Housing Tax Credits
How tax credits work
Investing in high growth sectors like senior housing & assisted living

Connect with Fabeola:

www.iconheritagepartners.com
fabiola@iconheritagepartners.com

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Sridhar is an IT Professional, Graduate in Computers and Information Management, an Entrepreneur, a Nature lover, and a visionary. Through real estate syndication Sridhar helps investors progress to financial freedom.

Main Points:

Why cash flow is very important?
Why commercial real estate (multi-family in particular?)
How leverage helps accelerate wealth growth?
Why multi-family investments?
What are the education and other requirements to be an investor?

Connect with Sridhar:

www.growwealth2retire.com
sridhar@growwealth2retire.com

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Kathy Fettke is a real estate investor, podcaster, and owner of RealWealth Network, an investor group with over 60,000 worldwide. She simplifies the complicated world of real estate investing, to help more people build cash flowing rental portfolios. She is passionate about researching real estate market cycles, demographic shifts, and areas of job and population growth so that help investors can acquire or dispose of property in the right place at the right time. Kathy is author of the #1 best seller, Retire Rich with Rentals, and is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR and CBS MarketWatch.

Main Points:

Home prices are at all time highs - will it continue?
Rents are at all time highs - will it continue?
Which areas are looking bubbly?
Where can you still find deals, and cash flow?
Will we see an uptick in foreclosure?
What will happen when the eviction moratoriumsm end?
What will be the affect of recent quantitative easing measures of the Fed?

Connect with Kathy:

www.RealWealthNetwork.com
kathy@realwealth.com

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Nick Love is a 24-Year-old multifamily investor, operator, and marketing specialist with 189 total units under management. Based in Dallas, TX, Nick is a marketing expert in multifamily real estate investing with experience in working with the Best Ever Real Estate brand, Think Multifamily, Goodegg Investments, and much more.

Main Points:

Overcoming the age barrier in multifamily investing
Social media marketing strategies for each tier of multifamily investor
Future of social media use for multifamily
Consistency over success (it’s more important to be consistent then to succeed in posting)
Email marketing strategies to capture as many leads as possible
Web design and what investor do wrong on their website

Connect with Nick:

Hazelequity.com
nick@hazelequity.com

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Mark Hentemann is an Emmy-nominated writer/producer, an original writer on the show “Family Guy”. He’s created shows for Fox and MTV, run Family Guy, written for David Letterman and major studio feature films.
After struggling as a starving artist, Mark used his first script payments in 2000 to buy a duplex in Los Angeles as a hedge against the uncertainties of an entertainment career. Real estate became a passionate side-hustle, and since then, Mark has built a $140 million multifamily portfolio alongside his writing career, and founded Quantum Capital, which syndicates in Austin, TX, Los Angeles, Denver and Phoenix
Mark’s mission is to help people achieve financial freedom through real estate so they don’t have to become television writers.

Main Points:

Starting out in a highly-competitive market
Navigating regulation and rent control
Competition drives value-growth and protects your downside
Location, location, location

Connect with Mark:

www.quantumcapitalinc.com/
markhentemann@me.com
213-392-1125

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Holly Williams is the principal of KeepMore.com.Holly has been a real estate investor for over 20 years. Her active real estate portfolio includes rental apartments in Brooklyn, single-family homes inNew Orleans and Upstate New York. Her passive portfolio holds investments in Texas, Tennessee, Florida, and South Carolina. Holly holds a BA and an MA in Advertising Communications from Texas Tech University, and has been named Outstanding Alumni of the College Of Media And Communications.

Main Points:

How I came to believe
We aren't told the whole story
Why Multifamily is a Great Place to Start

Connect with Holly:

www.keepmore.com
holly@keepmore.com

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Matt Fore is a real estate investor based out of Nashville, Tennessee. In his professional life he has spent over a decade in sales and sales leadership positions at one of the largest technology companies in the world. Matt has invested in 250+ units throughout the Southeast and various real estate notes. When he's not working or investing in real estate, he enjoys reading, training for Ironman triathlons and convincing his brother that he is the favorite twin.

Main Points:
• 3 areas to judge a passive investment
• 4 steps to achieving anything in life (Clarity Consistency Efficiency and Compounding)
• Things I've learned from endurance sports
• How to turn your high income real estate investments
• Differences between active and passive investing

Connect with Matt:
• Subscribe to Ice Cream with Investors
• www.icecreamwithinvestors.com/
• mattfore1@gmail.com
• www.linkedin.com/in/forematt/

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Stash Geleszinski is the Managing Director of Capstone’s Cincinnati office. He has successfully navigated transactions ranging from private capital, to structured professional equity and into large institutional quality assets and clients. With a focus on multi-family he’s helped facilitate the transfer of a range of property types from conventional suburban garden-style communities to Class-A urban infill projects as well as high-rises throughout the Midwest and Northeast. Additionally, he and his team have transacted student properties and has development sites for affordable & market rate housing opportunities.

Main Points:

Ø Building Trust is a mutual action as sellers - being reliable with information and transparency as buyers - doing what you say, not re-trading, closing deals on time.

Ø Best way to build a relationship?

Buy a deal from us - turns out, deals that are listed want to trade if unsuccessful, continue nurturing the relationship

Ø How to access off market deals?

Brokers will bring off market deals to those they know and trust don't ask for off market deals on the first call.

Connect with Bill:

www.capstone-companies.com
stash@capstone-companies.com
513-506-2872
linkedin.com/in/stasiugeleszinski/

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Bill Ham has been in the business of real estate for 16 years. He has published two books: Creative Cash and Real Estate Raw.

Main Points:

How to get started in RE
How to use creative financing for RE
A high-level view at Master Lease Options & Seller Financing
How to create a property management business
Demystifying master lease options
From airline pilot to full-time multifamily investor

Connect with Bill:

www.realestateraw.com
bill.ham@bpgmail.com
Get Bill’s Books: -Real Estate Raw - Creative Cash
770-714-8122

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Matthew Teifke is the founder and Lead Broker at Teifke Real Estate, a single-family and small multi-family brokerage company based in Round Rock, Texas.
Watching his single mother invest in properties at age 13 immediately drew Matthew to the industry. Matthew has now grown Teifke Real Estate to over 60 realtors and owns over 40+ properties. Matthew also manages over 750+ properties!
Matthew also holds a Masters of Real Estate from Texas A&M in College Station, and at age 17 became a licensed realtor! In 2012, Matthew was voted ‘Rookie Realtor of the year’.

Main Points:

Building generational wealth through real estate investments.
The hard truths of starting your real estate portfolio – and what it takes.
Networking and creating long-term partnerships.

Connect with Matthew:

512-914-4806
www.teifkerealestate.com
mattteifke@gmail.com

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Dian Buchanan has been investing in both residential and commercial properties in the United States and Internationally for over 19 years. She is the Director of investor relations at PCRP Group, a firm that provides direct access to tax-advantaged, passive income commercial real estate opportunities.

Main Points:

Why investing in climate-resilient markets is so beneficial
How assets that focus on ESG provide for socially and environmentally conscious investing
The benefits of passive investing + how to earn an income doing so
What investors should ask about the project they’re thinking of investing in
Tips for helping individuals find their path to financial independence
How investing differs both in and out of the U.S.

Connect with Dina:

www.pcrpgroup.com/
dina@pcrpgroup.com
4075879555
kate@kitcaster.com

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Terry Painter is the author of "The Encyclopedia of Commercial Real Estate Advice" and a contributing writer for Forbes.com. He is the founder of Apartment Loan Store and Business Loan Store - commercial mortgage banking and advisory firms that have closed over four billion dollars in commercial loans since 1997.

Main Points:

Choose a Property in a Good Neighborhood Closer to Home
Don’t Take Shortcuts with Due Diligence
Make Sure in 2 Years You Can Break Even at 75% Occupancy
Know the Physical Condition of the Property
Choose Inexpensive Value Adds
Choose the Lowest Payment Financing
Have Working Capital and Additional Sources of Income

Connect with Terry:

terry@apartmentloanstore.com
www.apartmentloanstore.com
(541)840-3078
(214) 695-7310

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Prior to embarking on their full-time real estate investing adventures today’s guest Keke Williams spent 20 years in Management Consulting and Corporate Sales/Marketing while her husband Peter, spent 25 years on Wall Street and in Silicon Valley. Together they have applied their collective corporate skills, experience, and networks to their real estate investing pursuits in a way that empowers others to live their best life while finding a means to quench their thirst for service, global travel, and adventure.

Main Points:

Our Maslow Model investing strategy to reduce risk in all economic climates
Why US Multifamily Investing is so formulaic and what drives its strong yields
How Emerging Market Agribusiness democratizes investment in our food system

Connect with Keke:

www.globalinvestoralliance.com
keke@globalinvestoralliance.com
720.999.1419

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Victor Menasce is Senior Partner with Y Street Capital and host of the daily Real Estate Espresso Podcast. His firm specializes in new development projects across the US and Canada.

Main Points:

What are your criteria for investing?
What is the land lottery?
Buy On The Line, Move The Line.
Why it's easier to go bigger.
BRRR for large projects.
Your role as a project leader.

Connect with Victor:

victorjm.com/podcast
victorjm.com
(613) 762-0162

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Eric is an entrepreneur, real estate investor, and author who retired at the age of 30 with over 480 units of rental property. Eric currently helps investors start and scale their portfolio from the site he founded www.realestateinvesting.org

Main Points

How I accidentally got into real estate, discovered passive income, and dropped out of a PhD program to pursue it.
What is financial independence, how I discovered it (and why house flipping doesn't fit), and how it's different than passive income.
Once I created a foundation of rental properties, I moved from MA to TX and pursued syndications for a while. We can talk about taking on partners to get good deals done.
I'd also like to talk about why I rarely take on partners anymore and why I don't like syndication as a business model.
Lastly, we can discuss why I'm focused on real estate education, coaching, and my next training seminar.

Connect with Eric:

www.realestateinvesting.org/event
Realestateinvesting.org
eric@realestateinvesting.org

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Ashton Levarek is a retired Air Force Special Warfare Pararescue Jumper, Sniper and Combat Diver. Ashton acts as the sales and marketing manager for Valkere. He coordinates the development of new and existing partner relationships and provides innovative ways to increase brand awareness.

Main Points:

How to scale your business using the right strategic partnerships for you, how do you find these partnerships and know that they're the right ones?
Using technology and systems to optimize productivity, how do you help your team know how to use and implement this process for success?
How do you juggle a W-2/other job while growing a successful real estate syndication portfolio?
How do you help your teammates catch your vision?
How do you work together successfully as a family business? (Balance between family life and work life)

Connect with Chris and Aston:

Come join us each month at our free virtual meetup, The Wealth and Whiskey Mastermind. It's a great place to connect and learn. Registration link: https://www.valkeregroup.com/wealth-whiskey
www.valkeregroup.com/
chris.levarek@valkeregroup.com
ashton.levarek@valkeregroup.com

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Tom Cruz is a 33-year-old real estate investor out of Wilmington, NC. After graduating from the University of North Carolina Wilmington, Tom started wholesaling real estate and then graduated to buying single-family and small multifamily properties.

Main Points:

How new investors can get started
Trends that real estate professionals should be following
The benefits of investing in section 8 real estate

Connect with Tom:

www.section8webinar.com
www. section8formula.com?el=podcast
erik@kitcaster.com
instagram.com/tcruznc/
www.tiktok.com/@tcruznc?lang=en

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David Rosell is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund.

Main Points:

How I learned the most important investment lesson from the world's greatest mountaineer.
It's all about 'time in the markets' and not 'timing the markets'
The return of your money is more important than the return on your money
How to become Financially Self Actualized and live the life you have always imagined
Turning your IRA into paychecks and “playchecks”
3 of the major risks in retirement that most investors are not aware of
The greatest investment tool of our times
How do you compare reaching your financial summit in retirement to climbing Mt Everest?
Why do you despise the word RETIREMENT?
How do you compare investing in the markets to a Yo-Yo?
What are 3 big risks investors face as they enter the second half of their financial journey?
What's the difference between being Rich and being Wealthy?
How do you make financial planning approachable and fun as this can be
an ominous topic for many people?

Connect with David:

www.davidrosell.com
www.rosellwealthmanagement.com
david@rosellwealthmanagement.com

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Melissa Houston is a CPA and a Financial Strategist for CEOs. Melissa helps successful business owners increase their profit margins so that they keep more money in their pocket and increase their net worth. Melissa is a columnist at Forbes.com and the host of The Business Society podcast.

Main Points:

Which is better, profit or revenue?
Why do business owners have such a unique ability to create wealth?
How can we leverage that into better lives for ourselves and families?
How can we move past the mistakes in our past to change the future?
Why is your personal finance management holding you back from wealth?
As professionals, we spend so much time crafting our own expertise, but do we take equal time to understand our businesses?
Reset your Debt Mindset: Why Wealth is Possible for Anyone 7-figure Business Means Nothing if You Don't Have Profit
Giving Away Your Financial Power is the Biggest Mistake You’ll Ever Make.
3 Reasons Why Your Business Needs a Reserve of Cash
Money Management Tips for Scaling
Forgiving our own Mistakes, Building a Better Tomorrow
Even if You Have In-House Accounting Support, You Should Always Outsource Your Tax Accountant

Connect with Melissa:

www.melissahoustoncpa.com
info@melissahoustoncpa.com

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Chris Larsen is the founder and Managing Partner of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. Chris then expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500 million of real estate acquisitions. Chris is passionate about helping investors become financially independent.

Main Points:

How losing his father & best friend inspired Chris to build his dream life so he could control his time & cherish every second with his family and why that should be your goal too
Bought his first multifamily home at 21 with $3k in the bank, proving anyone can get into real estate
Active member of Venture South, one of the nation's Top 10 Angel Investing groups and why groups like these are important to be involved in
Actively involved in over $500+ million of real estate acquisitions and lessons learned
Why Multifamily Real Estate Investing is the holy grail of investing
How to be your own bank

Connect with Chris:

www.nextlevelincome.com/book
chris@nextlevelincome.com

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Alex Jarbo, is a Vacation rental developer and host of the YouTube channels Alex Builds. He focuses on developing vacation rental complexes in Western North Carolina and partnering with investors to help them achieve above average real estate returns.

Main Points:

Why build cabins when purchasing a rental is much easier?
Do you manage other people’s properties or only your own?
Why don’t you manage other people’s properties after you build them?
In what areas do you like to invest?
Do you take on any investors?
How important do you think having an exit plan is for a property you own?
How important do you think having an emergency fund for your short-term rental is?

Connect with Alex:

alexjarbousmc@gmail.com
alexjarbousmc@gmail.com

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Tom Laune, is the creator of the Bulletproof Wealth strategy and the leader in guiding investors to become their own banker. Using his wealth strategy we can easily explode our investment rate of return!

Main Points:

How do banks make money?
How can investors enhance returns and protect their family at the same time?
Where is the best place to save money?
Is whole life insurance a scam?
How can I reduce my tax burden in retirement?

Connect with Tom:

Sign up for my free educational videos at bulletproofwealth.info valued at $2,997
www.bulletproofwealth.info/
tom@bulletproofwealth.info

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Scott Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. He is the founder of the Coda Management Group that facilitates commercial real estate investments and The One Stop Self Storage.

Main Points:

How To Invest In Distressed Assets and Make Profit
3 Mind-blowing Facts About Self Storage Investing
4 Proven Passive Investments
How To Live A Full Life: 3 Tips Experts Swear By

Connect with Scott:

www.codamg.com
skrone@codamg.com

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Chris Miles, the Anti-Financial Advisor, teaches entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of The Chris Miles Money Show, has been featured in US News, CNN Money, Bigger Pockets. With his company, Money Ripples, he specializes in getting his clients fast financial results.

Main Points:

Why traditional money advice comes from scarcity and sucks?
How I was able to escape the rat race twice?
Why EVERY RE investor NEEDS passive income (not transactional income)?
How do you double dip on your RE investment money?
What to watch out for with traditional "infinite banking" plans?

Connect with Chris:

www.moneyripples.com
chris@moneyripples.com

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Paul Moore has been investing in real estate for over 2 decades since selling his company to a publicly traded firm. He is the author of 3 books on real estate investing and he is the founder of Wellings Capital, a commercial real estate investment fund manager.

Main Points:

I thought I was a full-time investor... but I was a full-time speculator. I made and lost a lot of money on my path to learning how to truly invest.
The power of a dollar in commercial real estate - how to force appreciation.
The power of the tide and the importance of the swimmer in the CRE value equation.
Why is a multifamily author not investing in apartments (right now)?
The power of investing in self-storage.
Why we love one of America's most overlooked asset classes (mobile home parks).

Connect with Paul:

www.wellingscapital.com/resources
paul@wellingscapital.com

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Bob Fraser is on a mission to help investors take advantage of one of the most effective and overlooked forms of real estate investing in the world: namely mortgage notes.

Main Points:

Benefits of being a Lienlord
How to use mortgage notes to create passive income
Is real estate overpriced or underpriced?
State of the housing market and where it's headed

Connect with Bob:

Check out our podcast at TheBillionairePodcast.com!
www.aspenfunds.us
bob@aspenfunds.us

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Today we are with an investor named in 2020 by the Wall Street Journal as one of their Top 100 and by Newsweek as a Top 500 agent. She and her team at The Term Shop, focus exclusively on Vacation and Short Term Rentals. They have closed over 1 billion in real estate sales since 2017. An investor herself, with a portfolio of over 100 Doors, our guest, Avery Carl, specializes in connecting investors with short term rentals with the highest Return On Investment potential, and then she trains them to manage their rentals from their smart phone from anywhere in the world.

Main Points:

Choosing the right market to invest in.
The difference between buying an Airbnb and vacation rental investing.
Self-management of a short term rentals remotely, from anywhere.
Analyzing a potential vacation rental for optimal ROI and cash on cash return.

Connect with Avery:

Schedule a consultation www.stsconsultation.com or join our Facebook Group https://www.facebook.com/groups/1462601024089587
avery@theshorttermshop.com
www.theshorttermshop.com
Avery’s book: Short Term Rental, Long Term Wealth, publisher Bigger Pockets.

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Terry Campbell is a 20 year self-storage building manufacturing expert and currently is EVP of Self-storage lending at Live Oak Bank. He is an Investor in 6 Self-storage facilities across the Southeast. And, he is a frequently presents at many self-storage educational events across the nation.

Main Points:

Why self-storage is such a great business?
Why is self-storage so popular now?
What are the different ways to get into the business?
Do I have to be there all the time?
How do I finance a self-storage?
How are self-storage facilities valued?

Connect with Terry:

www.liveoak.bank/self-storage
terry.campbell@liveoak.bank

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Jonathan Wei’s real estate investment accomplishments include the acquisition of a portfolio of commercial real estate assets located in Texas, Oklahoma, Georgia, and Alabama. In addition to real estate investing, he serves as Head of Tax for a leading IT software company.

Connect with Jonathan:

www.greystonecapgroup.com
jweibase@live.com

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As an entrepreneur, Spencer Gray, has founded several successful businesses in the fields of media distribution, real estate and agriculture. He acquired his first rental property in 2006 and has since been involved in over $1 billion in real estate transactions. Today he brings us the knowledge of his extensive experience in a variety of real estate investing strategies.

Main Points:

History as an entrepreneur (from being an audio engineer, hop merchant, house flipper, and more)
Light bulb moment of Multifamily Syndication
Power of Partnerships, leveraging the systems and experiences of others.
Building a network and team
Raising capital - It's easier to raise $100,000 than $10k, it's also easier to raise $10M than $1M.
Adding Value back to the industry, GrayReport.com and Gray Report Newsletter.

Connect with Spencer:

Sign up for the Gray Report Newsletter via graycapitalLLC.com/newsletter - go check out GrayReport.com
www.graycapitalllc.com
spencer@graycapitalllc.com

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Omar Ruiz is co-founder of LeRu Investments LLC. His company acquires value-add multifamily and single family homes to increase value; improve resident appeal and achieve high investment returns.

Main Points:

Finding value opportunities during analysis
Proving out your pro-forma rents
Questions to ask brokers for value-add potential
Finding value-add potential during inspections
Getting creative to add value
Examples of value-add opportunities

Connect with Omar:

www.leruinvestments.com
omar@leruinvestments.com
714-309-3823

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Jacob Perez is a Real Estate Investor & Mortgage Agent in Canada. He started investing in Real Estate at 23 years of age in Hamilton, ON. Since then, he’s built a portfolio worth close to 10 Million dollars consisting of 40+ doors.
Main Points:

How Millennials are Buying Millions in Real Estate
How to Build a Real Estate Portfolio Fast
Leveraging Money Partners to Grow Your Real Estate Business
Common Mortgage Mistakes for Canadians
Leveraging Equity in Your Home to Build Passive Income Streams
Government Regulations to Fix the Canadian Housing Market
Growing a Mortgage Business Fast

Connect with Jacob:

jacob@jpmortgage.ca
www.linkedin.com/in/jacobperez10/

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Adam Stern is CEO of Strata SFR, a build-for-rent and Single Family Rental Portfolio Brokerage. He is a leading expert on the Build-for-Rent market and has helped facilitate single Family Rental transactions totaling hundreds of millions in volume.

Main Points:

Lessons I've learned from starting my own company in a newly institutionalized industry SFR Portfolios.
The Benefits of working in the Off-Market as opposed to the On-Market.
How we are changing the way real estate deals are done in the Off-Market through a platform called ListHyve.
How we bring together the pieces of a Build-For-Rent deal.
How we analyze and package SFR Portfolios to sell to institutional investors.

Connect with Adam:

www.listhyve.com
www.stratasfr.com
astern@stratasfr.com

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Abhishek Pareek immigrated to the USA 14 years age. In January 2020, while working his W2 job he started his real estate journey. He started with one single family home and now he owns 20 units. He is branching out into apartment syndication and is offering others the opportunity to earn passive income by investing with his company Augmenting Wealth.

Main Points:

Currently work on W2 from 8.30 am to 5 pm and working on real estate after 5 pm every day to network with investors, partners, and mastermind with people.
My model is to identify growth areas in close proximity to where you live. Build a team there. Get off-market deals, visit market every month and drive for dollars. I am buying properties from motivated sellers, rehabbing using a team of contractors and refinancing to get my money back and buy another deal. My cashflow is increasing and I want to keep doing this as I develop more systems to find better deals and markets.
Having clear goals, visions and mindset has contributed to my success. I follow miracle mornings and working for my personal growth and development to be more physically, mentally and emotionally healthy. Real Estate is a tool to help me get to my vision and goals. I have mentors in several aspects of my life like for meditation and physical health as well as real estate.
As I am growing, my company is planning to acquire bigger multifamily properties and help several people stuck in rat race to create passive income and finally financial independence for them.
Real estate is far superior to stocks or 401k. Consistent cash flow, tax benefits, equity build up, bank leverage. With Big Multifamily properties we can achieve more scalability, more cash flow and can bring joy to more people in terms of passive income. My aim and job is to educate more people mostly in tech industry to get out of wall street and get to Main street.

Connect with Abhishek:

www.Augmentingwealth.com
abhishak@gmail.com

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Owen Barrett has been on the cutting edge of the sustainability movement for the last decade. He's installed megawatts of solar and storage and consulted Fortune 100 companies on energy efficiency and renewable energy strategies. Collectively, he's managed and/or installed over $250 million worth of clean technology projects and developments.

Main Points:

20%+ internal rates of return with MASSIVE environmental impact
Only multifamily sponsors to incorporate solar
Long-term holds positively affect tenants
100% cash-out refi around Year 3

Connect with Owen:

www.znecapital.com
owen@znecapital.com

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Drew Wahlgren received his BS in Finance from California State University at Hayward, and at the age of 21, began chasing his entrepreneurial journey. After 8 years as a risk analyst at Liberty Mutual Insurance, Drew Wahlgren made the decision to leave the corporate world and jump into commercial real estate. Today, Drew enjoys educating investors on the world of alternative investments and specifically the differences net-leased industrial real estate has from other commercial real estate asset classes.

Main Points

The fundamentals and attractiveness of a sale-leaseback transaction
Finding yield in NNN leased properties through in-depth credit analysis
Analyzing Credit of a tenant in the due diligence period
The differences in risk/return profiles of single tenant NNN
Leased industrial properties vs multi-tenanted properties like multifamily real estate properties
How we can take advantage of additional build-to-suit value add opportunities on top of a stabilized property investment
The upcoming future of the commercial real estate industry.

Connect with Drew:

www.calendly.com/magcp/drew
www.magcp.com
drew@magcp.com

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As a seasoned investor in all things real estate and an expert in retirement plans, Damion is leading the charge on financial emancipation to free 1 million people from Wall St.

Main Points:

Congress out to destroy IRA's
Control in your Retirement
Small Business owners can have complete control of their retirement (Safe Harbor Plan)
Alternative Investing
Tax Strategy (K-Roths)
Education Team at your service
The time to take control of your retirement is now.

Connect with Damion:

www.eqrp.co
parker@eqrp.co

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Tim certainly knows how to navigate the debt markets as he is the founder and CEO of StackSouce, one of the nation’s fastest-growing commercial real estate finance companies.

Main Points:

How commercial financing differs from residential financing
What's happening in the capital markets in 2021
Why debt is key to scaling your real estate investment portfolio
How technology is bringing real estate investing and financing into the future
Founding and growing a proptech startup

Connect with Tim:

www.StackSource.com
tim@stacksource.com

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Aryeh’s bread and butter is helping successful business owners and entrepreneurs invest their money intelligently, allowing their wealth to accumulate so they can stay focused on what truly matters—their business and mission. He’s spent his entire career sharpening his operational experience with investments and valuing businesses, having worked with top private equity, venture capital, hedge funds, investment managers, and banks.

Main Points:

How can I make the most of my money if I can’t allocate loads of time
towards it?
What does it mean to be “product-agnostic”?
How can I grow my wealth without losing focus on the reasons I’m in
business in the first place?
Does contributing to a 401(k) still make sense for most employees in today’s day and age?
What tips do you have for people who simply don’t know what to do with their money?

Connect with Aryeh:

aryeh@resultsdrivenadvisory.com
http://www.solutionadvsory.com/
646-239-6168

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As an actuary, Eric Martel witnessed firsthand the shift in retirement benefits and urges everyone to focus on passive income. Eric is the author of the book, Stop trading your time for money.

Main Points:

Why is it important to focus on Financial Freedom?
Why are people not achieving Financial Freedom?
Stop focusing on accumulation and start focusing on cash flow
Align the strategy with your resources in order to achieve your goal
Take action

Connect with Eric:

www.martelturnkey.com
eric@martelturnkey.com
6504309777

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Francesca Apostolou is from Westchester County, NY. Where she lives with her husband and two beautiful children. Francesca has been a school teacher for 23 years. She has been investing in real estate since 2002. Francesca and her husband realized the power of real estate after purchasing their first home, rehabbing, and leveraging it to acquire their first investment property. Francesca is currently partnered in over 150 units and actively looking to acquire properties in the southeast. Her goal is to educate and help others learn how they can create passive income through real estate investing. She enjoys spending time with her family, traveling, the beach, and lending a helping hand.

Main Points:

My pain points as a W2 worker
How I got started in real estate investing
My Why (purpose) for creating passive income

Connect with Francesca:

frapo311@gmail.com

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Sharad is primarily active in Lake County and Indiana markets while managing his business from Toronto, Canada, where he resides. Using REsimpli, Sharad is able to manage 3-4 rehabs a month while living in a completely different state.

Main Points:

Owning 50+ free and clear rental properties
Flipping 40-50 properties per year from out of state
Being founder of a software company for real estate investors
Owning a property management company
Working less than 1 hour/day to run my real estate
Flipping and property management business
Hiring team members to build scalable business

Connect with Sharad:

www.resimpli.com
773-977-9115
sharad@resimpli.com

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Our guest, Mark Ritter is the CEO of Member business financial services MBFS which is owned by 13 credit unions and designed to help credit unions fund more loans to real estate investors. Mark has been the CEO for nine years and grown the company to work with more than 75 credit unions. Mark joins us from Bucks County, PA where he lives with his wife and two teenagers.

Main Points:

What is a credit union and why are they different?
Who can access a credit union?
Why consider a credit union for your investment real estate loans?
What are the biggest mistakes people make when shopping for a real estate investment loan?
What is the process like getting a loan through a credit union?
What types of financing are available?
What is the market like these days for getting a real estate investment loan?

Connect with Mark:

www.mbfs.org
www.nudirectionlending.com
mritter@mbfs.org
mritter@nudirectionlending.com
484-832-2879

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By the age of 28 Hugh Carnhan transformed 3 companies into Lean Manufacturing. His greatest achievement was taking a Manufacturing operation from a 22 day cycle down to 3 hours and reducing transporation waste from 1280 meters to only 36 meters. Implementing the operational changes cost the manufacturer $20,000 and save them $7MM annually.

Dane Logan is a Real Estate Investor, aspiring author, and cat dad. Dane, through partnering with Greater Ozarks Realty, is on a mission to change lives through responsible investing and sustainable development projects. His background stems from technology and human growth and development and believes if you want to excel in business: first you need to grow people.

Main Points:

Wanted something more from my life than working a W2 forever. (Went from W2-Millionaire in under 15 months)
Attempted to Buy solar panels, then the solar panel guy told him to go buy real estate and watch Bigger Pockets
With Zero prior experience, jumped in and bought a portfolio of 26 SFH. 3 weeks before covid struck!
Hired a COO (Dane Logan) and implemented 2 Second Lean manufacturing principles to the operations of the commercial properties and within 4 months increased the property value from $2.6MM to a $5MM evaluation.
(used the addition 3MM to BRRRR other projects)
Word spread and we were asked to be partners on a Hotel, Motel, and 2 Apartment complexes.
Recently bought an Atlas Missile Silo.
Excelled in tech and left a very lucrative career to partner with Hugh Carnahan. (and co-run a real estate investment company)
It’s important to partner with purpose and join a mastermind group. Growing alone is hard and takes longer!
Your life and purpose should be becoming a “whole-life millionaire.” The path of Ikigai.
BONUS: Happy = Slow. Where are we all in such a hurry to go? I’ve learned that if you can’t unplug, if you can’t find balance, if you can’t walk away from your business for one, two or more weeks to enjoy the things that are important to you, then you’ve got it all wrong.

Connect with Huge and Dane:

hugh@greaterozarksrealty.com
Dane@greaterozarksrealty.com
www.greaterozarksrealty.com/
www.youtu.be/V56-bZvcx5w

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Rodney is a full-time supply chain management professional who is growing a Florida-based real estate investment business. He manages his personal rentals while growing his multifamily investment business, Robinson Capital, and seeks to help others learn to invest in real estate and in multifamily opportunities.

Main Points:

My story: Leasing agent in college; supply chain professional (10 years); single family rentals 2016-2019; multifamily focus 2020
Mindset: understanding the value and wealth-building power of real estate
Mindset: earned income versus passive income
Having a career and family while investing
The importance of networking
Goal of Robinson Capital

Connect with Rodney Robinson:

www.rodneyrobinsonii.com/passive-investor-guide/
www.RodneyRobinsonII.com
rodney@rodneyrobinsonii.com

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Fernando Angelucci is a real estate professional with extensive experience in building businesses, acquisitions, and underwriting of large, complex commercial real estate equity and debt transactions spanning various markets. Asset class experience includes residential, multi-family, vacation rentals, and self-storage.

Main Points:

Average return
Recession resilience
Great leverage
Fragmented market
Low break-even
Easy "evictions"
High sticky factor
Ancillary profit centers

Connect with Fernando:

Join our investor list at www.titanwealthgroup.com
fernando@impactselfstorage.com
info@titanwealthgroup.com
6304088090

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Kevin Romney is the founder and managing director of Camino Verde Group, a firm he co-founded in 2019. He is responsible for underwriting, acquisitions, financing, legal and corporate operations. He acquires value-add properties and manages the repositioning and the asset management. He also develops properties from the ground up, such as the development of the master planned community, Ephraim Crossing, in rural Utah.

Main Points:

Finding properties off market
Workforce housing - how to lease up your properties
Working with community resources
Negotiating seller financing
Mentors and Mentees

Connect with Kevin:

www.caminoverdegroup.com
www.ephraimcrossing.com/

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Brian Martinez is a Senior IRA Specialist with NuView Trust Company who has helped new and seasoned investors alike use Self-directed IRAs to significantly build and secure their wealth. Since 2018, Brian has specialized in educating investors big and small on how to purchase Passive Real Estate in a Tax-Deferred or entirely Tax-Free vehicle at NuView Trust. Brian exudes passion when educating others on often overlooked investment vehicles and has prioritized creating true diversification for his clients’ portfolios. Brian’s primary focus is on building relationships with local REIAs, Syndicators, investors raising capital, or those looking to lend their IRA money to other Real Estate Investors. He spends his free time enjoying the Florida sunshine and networking at Real Estate conferences across the US.

Main Points:

What is a Self-Directed IRA
Who is disqualified
What type of accounts can be used
Tax Free or Tax Deferred you get the choice
Employer Plans for Self- Employed
Pre-tax vs Post tax contributions

Connect with Atticus:

www.sdira.nuviewtrust.com/steedtalkerpodcast
https://www.nuviewtrust.com/
bmartinez@nuviewtrust.com
727-217-5385

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Dr. Axel Meierhoefer, as a business owner and researcher, was taught about applying profits from tangible assets would be an excellent way to prepare for retirement. Now a retired Air Force officer and founder of the Ideal Wealth Grower, he now teaches, coaches, and mentors on how they too can attain financial independence.

Main Points:

How to START with your first Turnkey Property
Why residential real estate investing is a good plan for your money
What is time-FREEDOM point
How to start building a legacy that serves the next generation

Connect with Axel:

Hesitant to make the first step? Let's have a chat- it's free! www.bit.ly/talk-to-us-atIWG
axel@idealwealthgrower.com
www.idealwealthgrower.com/
1 (805) 708 6830

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Our guest, Sam Rust, takes us on his personal Journey from 0 to 1000 in Three Years. Sam is a lifelong learner. He is a managing partner at Life Bridge Capital and a full-time investor in commercial real estate. Sam graduated from Thomas Edison State University with a bachelor’s in Business Management and currently lives in Colorado with his wife and 5 children. He has been active in commercial real estate since 2017 and has led the acquisition of a portfolio of properties across Colorado and Idaho with value in excess of $100 million.

When not underwriting or touring properties, Sam enjoys spending time outdoors with his family chasing beautiful views, Ultimate Discs, or big game.

Main Points:

Identifying correct markets
Finding a partner
Evaluating deals
Building relationships with brokers
Building trust with investors

Connect with Sam:

www.vgicapital.com
sam@lifebridgecapital.com
720-737-3111

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Atticus LeBlanc is the founder and CEO of PadSplit, a mission-driven company that helps solve the affordable housing crisis, one room at a time. Through its innovative shared-housing model, PadSplit aligns incentives between cities, nonprofits, and property owners to spur cost-effective housing creation without public subsidy, all while providing safe and affordable housing for working-class individuals.

Main Points:

Founded in 2017 and headquartered in Atlanta, PadSplit provides shared housing – a “PadSplit” – with private, furnished bedrooms and fixed utility costs, as well as access to 24/7 telehealth, credit repair, and job matching services so workers can obtain safe, clean, and affordable housing. Each PadSplit home meets specific design guidelines that exceed HUD standards, and members must pass a criminal background check and screening process to qualify.
PadSplit homes meet specific design guidelines, What are the specification? What is the average cost of upgrades for a typical single family rental?
Your tenant applicant approval criteria is not the same as most conventional rentals. What is your approval criteria and how extensive is the background check?
PadSplit also increases yield by more than 100 percent for single- and multi-family property owners. The company serves as a resident manager for all of its units — including homes it does not own — handling the marketing, application, screening process, payment processing, and a peer review system. These services allow property owners to focus on increasing their supply of profitable workforce housing and less on managing day-to-day interactions with residents.

Connect with Atticus:

www.padsplit.com
atticus@padsplit.com

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Hadar Orkibi has two decades of full-time Real Estate experience under his belt, Hadar specializes in long-distance, out-of-area, and out of the country investing.

Main Points:

What is Passive Investing?
Why Multifamily Apts?
How Can I ensure I am making a good investment?
What is the team’s experience
How are the deals evaluated
What is the target market
Are you a specialist in the chosen market
How will the cash flow be managed
How is communication handled with investors
How is each deal stress tested
What is the business plan - cash flow? Value add? Rate of return? Distribution?
Who is involved in the transaction
Who will manage the property

Connect with Hadar:

MFIHolding.com
MIHMastermind.com

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John Rickgarn is an investor, educator, and Realtor. Since 2014, John has been on a path of financial freedom, one bill at a time. John shares his journey while educating others through his classes, website, blog, and podcast.
Main Points:

Growing up, early life
"Aha" moment and starting my journey
My first real estate investment
How non-accredited investors can start small
How your NET WORK really does determine your NET WORTH
How as a realtor I am tackling this crazy market for my clients
Where do I see myself in 2030?

Connect with John:

linktr.ee/wfreedomnexus
www.wealthandfreedomnexus.com
john@wealthandfreedomnexus.com

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With roots in the Midwest, Texas, and the Pacific Northwest Stephen Sykes began investing in real estate in 2005 in Portland and in Omaha in 2015.

Main Points:

Background doesn't foretell future experience
OPM - Leveraging Money to Create Wealth
Identifying and Sustaining the Success Mindset
Fear and Risk - How they play together
Time Value
Partnerships and why they matter - how they complement each other
Managing Properties

Connect with Stephen:

stephen@cascademultifamily.com
402-639-6278

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Eng Taing is the CEO & Founder of Touzi Capital and is an experienced real estate investor with $150M assets under management. Eng is an economist by training, from the Wharton School of Business. He also has experience leading data science and analytics at Apple, Capital One, and AT&T. Touzi Capital focuses on high cash flow investments and providing passive income to investors by acquiring and optimizing blockchain, pre IPO, multifamily, industrial, and senior living assets.

Main Points:

Why blockchain is a great hedge against inflation and btc price,
why senior living is a great investment,
why I invest for cash flow,
how to save on taxes,
being self-made (born in a refugee camp in thailand)

Connect with Eng:

www.touzicapital.invportal.com/signup

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Randy Langenderfer is President of InvestArk Properties, LLC focusing on creating investor value and passive income returns for the busy professional. He has been in multi-family real estate since 2014 as both a general partner/key principal in 250 doors and a limited partner in over 4,000 doors. InvestArk offers the busy professional, who wants to include multi-family in their portfolio, an opportunity to partner with experts who are aligned with their investment goals.

Main Points:

MF Education (network, podcasts, meetups, masterminds, etc.) otherwise it is just speculation
Take Action (analysis paralysis) - know your strengths and weaknesses
Its a Team sport - Build your own including Brokers, attorney's, property managers, partners, etc.
Persistence - take the long view, many different types of market but stay in it
Pay it forward - many have built into my life and I want to give back and help others

Connect with Randy:

www.invest-ark.com (contact page) lets talk!

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Rick Martin is the founder of Fortress Federation Investments, which helps investors accelerate their wealth and build cash flow by investing in apartment communities. He is both a general and limited partner in1600 units around the country, so he fully understands the benefits of passive investing and is able to guide his investors.

Bullet Points:

Get your money working harder, so you don't have to. What does that mean?
When you begin to replace your W-2, and suddenly don't have to show up at the office for 8 to 10 hours a day, you almost will feel like, am I forgetting something, because you'll have extra time.
Being on both sides of the curtain – the LP and GP - allows me to look through the lens of an investor.
Pay close attention to the fundamentals of a deal. Why does this deal have legs?
It's hard to find a deal that pencils now, and it will only get more challenging with inflation. Don't underestimate the value of having an off-market deal brought to your inbox with passive investing. Consider also, how many less headaches you will have by not actively managing the asset.
Once you have chosen an operator and market, make sure you understand how the deal is structured, and how are you being compensated. Is there a good balance between cash flow and upside?

Connect with Rick:

www.fortressfederation.com/the-comprehensive-quick-start-guide-1
rick@fortressfederation.com
323.243.1717

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Owen Dashner is a Full-time real estate business owner with 16 years of real estate investment experience. Owen owns 150+ rental property units. He stays busy buying and selling dozens of residential properties each year.

Bullet Points:

Marketing for motivated seller leads
Wholetailing to maximize return vs. time
Using 1031 Exchanges to juice your returns on your rental portfolio
Networking habits that lead to limitless opportunities
Effective partnerships to leverage skills and time
Vertical integration of real estate businesses (transactional, rentals, lending, title, insurance)

Connect with Owen:

redladderps.com
owen@redladderps.com
www.sellmyhouseinomahafast.com
www.liquidlendingsolutions.com

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Mark Willis, is a man on a mission to help you think diﬀerently about your money, your economy, and your future.

Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services. As co-host of the Not Your Average Financial Podcast™, he shares strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of ﬁnancing, and to create tax-free income in retirement.

Main Points:

How can an entrepreneur “fire their banker” and become their own source of financing?
What is Bank On Yourself and how might it be the best way - even more so than cash - to make major purchases and grow a large working capital fund?
Why is self-banking better than traditional banking?
What’s more important: Rate of Return or Rate Of Income
Is it possible to be better than debt-free?
How can people meet their financial goals without taking unnecessary risks?
What does it mean to “go upstream” financially?
How can regular people create wealth insane, predictable ways?
Why are tax-deferred retirement accounts time bombs?
What is the real rate of return that investors can expect from the stock market, according to research?
What are some financial vehicles that you can put money into without being taxed in the future?

Connect with Mark:

www.lakegrowth.com/schedule/
markwillis@lakegrowth.com
hello@lakegrowth.com

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Scott Myers shares with us why self-storage outperforms all other asset classes during the current pandemic and why self-storage is an investment for passive investors like you. As an active investor, he focuses on the acquisition, development, and syndication of self-storage facilities nationwide. He currently owns and operates over two million square feet with over thirteen thousand units. The educational arm of his organization, provides courses, tools, live events and mentoring to help others invest in self-storage to develop financial independence, as his saying goes, “free from tenants, toilets, and trash!” He helps to create abundance for all through his mission focus where he built 12 houses in Mexico and the Dominican Republic

Bullet Points:

I built my wealth one property at a time and that is the model of wealth-building my company helps others to develop. Where and how did I start my journey?
What is passive investing vs. active real estate investing and is it possible to passively build wealth through real estate one property at a time?
What is the basic information and knowledge level that a potential passive real estate investor should know to be successful?
What are the advantages of focusing on cash flowing real estate investments?
These are the numbers from a typical turn-key investment (Investment, expenses, NOI, Cash-on-cash return, ROI). 50/50 SPLIT, 20% IRR, 8-10% PREF, 2X MULTIPLE FOR INVESTING IN A SYNDICATED FACILITY
I encourage investors to invest where the opportunities are, not necessarily in their backyard. All investments carry a level of risk.
What are the risks of investing in SELF STORAGE?

Connect with Scott Call to Action:

For Education and to learn more about Self Storage Investing
Follow us on Instagram @self-storage investing and turn on your notifications.
For investment opportunities check out:
www.passivestorageinvesting.com/
Scott@SelfStorageInvesting.com
866-693-5999

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Brian Wagers, the founder of Wagers Capital, has played an active role in the acquisition and management of over 447 units in his home state of Arkansas and a passive role in syndications in Texas and Oklahoma. He has founded Wagers Capital to help other busy professionals and entrepreneurs take advantage of the benefits of investing in apartment buildings passively.

Bullet Points:

● Reverse engineering your personal and financial goals

● Sacrificing and delayed gratification

● Finding your why

● Adjusting your targets as you grow

Connect with Brian:

● www.wagerscapital.com/wealthplan

● brian@wagerscapital.com

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Angelo Christian is an investor and entrepreneur in the United States. He is the Chairman and CEO of Christian Financial a Diversified Investment Holdings Company. He resides in Houston, Texas with his loving family, happily married and proud father of three aspiring children.

Bullet Points:

Set Unique goals
Identify Barriers
Pinpoint Needs
Create Vision

Connect with Angelo:

angelo@chihomeloans.com
loans@officialangelochristian.com
www.officialangelochristian.com/

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Sterling White is a multifamily investor specializing in value-add apartments in Indianapolis and other Midwestern markets. With just over a decade of experience in the real estate industry, Sterling was involved with the management of over $10MM in capital, which is deployed across an $16MM real estate portfolio made up of multifamily apartments.

Main Points:

· Finding off-market multi-family deals

· Finding investors to fund deals

· Branding your business as an influencer

· Raising capital to fund deals/ Syndication

· The transition from single to multi-family investing

· Getting started in real estate with no credit or money

· Structuring syndication deal

· Creative financing structuring

· Building a team

· Mindset

· Creating omnipresence in digital marketing

Connect with Sterling:

· LinkedIn @sterlingwhitellc

· Facebook @sterlingwhitefan

· Instagram @sterlingwhiteofficial

· Youtube@sterlingwhiterealestate

· Podcast @therealestateexperiencepodcast

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Through years of experience and having an engineering background, Sep Bekam brought systems into an industry that needed it and provides for abundant opportunity in extremely low-income housing.

Main Points:

“How to operate your real estate business like a factory.” I worked as an electrical and robotics engineer at a bathtub manufacturer over a decade ago. During my time at that company, I was taught lien manufacturing techniques and have been able to apply those skillsets to my real estate company. Standardized processes, standard renovation manuals, standard leasing procedures, standard materials, etc. We can talk about the lessons from Henry Ford and the Model T production.
I’ve had multiple properties with evictions, drugs, gang activity, SWAT team raids, drive-by shootings, and homicides. I’ve learned that the key to successful low-income housing investing is to have the right team in place that is world-class at handling that specific asset class. The team needs to be excited about working on your properties, not depressed. Regardless of how many units they manage for you, the investor needs to work towards being their best client (think Go-Giver philosophy). That leads to effective management, vendor introductions, off-market deals, etc.
Not every Section 8 tenant is bad. There are great Section 8 tenants out there and, just like employees and property managers, the key is to give them more in Value than what they pay in rent.
Pros and cons of low-income housing investing through apartment buildings v/s single family rentals.
Real estate syndication v/s turnkey property investing

Connect with Sep:Free Property Manager Interview Questionnaire
www.BekamInvest.com
info@bekaminvest.com

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Mobile Home park Owner, operator and Turnaround expert, Finance Junkee, Former college baseball player, Recovering Corporate America Employee, Dog and Beer Lover.

Main Points:

Why mobile home park investing?
How mobile home parks are the best solution to affordable housing you’ve never consider? Why Mobile home parks are being developed?
How to invest in MHPs?
Deal structures?
Look at one deal a day and you will get to your goal of financial and time freedom

Connect with Ryan:

www.themobilehomeparkinvestor.com
ryan.groene55@gmail.com

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Lennon came to the United States with his family in 2009 due to unrest in his home country of Venezuela. He took responsibility for investing his family’s life savings in real estate to build a solid future for his parents and siblings. Alongside his investment partners, he has been involved both as an LP and GP, in the acquisition of over 2000 units of multifamily real estate with an approximate market value of $200 million. Lennon is the host of Se Habla Real Estate, the first podcast in Spanish about real estate investing in the US

Bullet Points:

Never Lose Money
Invest for Cash Flow and Tax Efficiency
Partner Up With Professionals
Invest Early and Often

Call to Action:

www.passivorei.com
lennon@passivorei.com
1 (786) 843-1743

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Bobby Sharma immigrated to the United States in 1984 and earned a degree in Computer and Information Science from the University of South Alabama. After graduating with an undergraduate degree in Computer & Information Science, Bobby found work as a software developer at first in Mobile, Alabama and then in Southern California.

He bought his first house at the age of 24 in Riverside, CA where he ‘house hacked’ the 3 bedroom, 2 bath ranch house. In 2010 he started buying more actively at the courthouse steps in San Jose and Oakland and got involved in Fix & Flip projects. Since 2010, Bobby has helped grow or launch several real estate companies including Roof4All.com (helped grow it from 110 doors to 600 doors), BetterTurnKey.com (providing high quality turnkey properties for cash flow and appreciation), and the latest venture BetterCapital.us (a PropTech startup focused on Asset Management, Education and Transaction Facilitation for real estate investors).

Bobby is now focused on private money lending, helping people invest for cash flowing assets, mentoring a handful of members and focusing on syndication real estate

Bullet Points:1. Can start with nothing
2. Planning is important
3. Vision and Mind-set
4. Take action
5. Surround yourself with positive people with high integrity

Connect with Bobby:www.bettercapital.us
bobby@bettercapital.us

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Our guest along with his team of licensed financial professionals provides investors access to fractional ownership of institutional-quality real estate assets. They are experts at structuring passive, tax-efficient portfolios through 1031 Exchanges and Opportunity Zone investments. They've gained vast knowledge through the experience of executing over $250 million in 1031 Exchange Delaware Statutory Trust transactions. They hold claim to the largest single DST transaction in the history of the industry.

Bullet Points:

What is a 1031 exchange?
- What is a Qualified Opportunity Zone?
- Where do I start if I'm thinking about a 1031 exchange or thinking about selling a highly appreciated property?
- What is a Delaware Statutory Trust and how does it apply to the 1031 exchange?

Call to Action:

https://meetings.hubspot.com/jkiehne
1031custom.com
jkiehne@fortitudeinvestments.com

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Alex Breshears is a military spouse of 20 years, a chemistry professor, private lender, short term rental owner and manager, and community builder in the real estate space.

Main Points:

Choose a style of investing that fits in your lifestyle, personality, time commitments, and strengths
Investing is a long journey so don't focus to heavily on just the destination
Keep an abundance mindset that is open to change and collaborative

Connect with Alex:

Www.infiniteroadinvestments.com
alex@infiniteroadinvestments.com

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Arleen Garza is co-founder of REEP Equity and REEP Management. Her company has acquired and manages $300 million in assets, and has taken six assets full cycle with over a 2x average return.

Main Points:

• Built her multifamily real estate business with no experience and have grown from 24 units to acquiring 3,000 units ($290 million in assets under management).

• Partnerships are key to my business. What should you look for in a partner?

• Passive investors are the lifeblood of her business and she invest passively. What are key things she has learned that passive investors should look for in a transaction/sponsor?

• Real estate investing has been key to building wealth for her and her investors. How does investing in apartments help build wealth and financial freedom and how is it different than investing in single family?

Connect with Arleen:

● www.reepequity.com
● arleen@arleengarza.com

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Jerome Maldonado is diversified in construction, real estate development, restaurants, beauty salons, ecommerce and other endeavors. In 1998 he stepped into real estate investing as a developer specializing in single family residential and quickly branched out into retail and office. In 2009 he transitioned his company’s focus to multi-family value ad real estate.

Jerome before we get into what it means to be a diversified entrepreneur, share a memorable experience from your formative years that helped you to be the person you are today.

● the mindset behind real estate and business

● Generating capital through buying land and building houses.

● tax benefits to owning and investing in real estate.

● Why real estate is the single best asset to own

● Is passive income through the means of multi unit real estate.

● Owning one investment property makes you an entrepreneur.

Connect with Jerome:www.eliterealestatesociety.com
www.jeromemaldonado.com
jerome@jjacobenterprises.com

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Camillia is a multifamily investor, mom of 5, introverted investor, triathlete, reader, and lifelong learner.

Main Points:

Building a real estate portfolio quietly - Ask me about my journey
Should you be an active or passive investor?
What are the top 3 active investments for introverts?
What are the top 3 passive investments for introverts?
What to do when you can no longer scale on your own - How can an introvert build a team?

Connect with Camilla:

www.steadystreaminvestments.com/guide

camilla@steadystreaminvestments.com

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Recovering attorney turned apartment syndicator with 100MM in assets under management and just short of 1,400 units, Chris helps his investors receive truly passive, long-term income.

Main Points:

· Importance of truly passive income.

· Infinite returns and what that means.

· Finding the right partner.

· 4 ways to make money in real estate.

· Importance of transparency and honesty

Connect with Chris:

· Www.parkaveinvesting.com

· chris@parkaveinvesting.com

· 402.740.6995

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Anthony is the CEO of Buckingham Investments, an LA area multifamily brokerage company. He believes that real estate wealth is not created only at the time of purchase, but well before an investment is ever made through education and planning.

Main Points:

How did I get into investing in Southern California multifamily?
You constantly hear about investors leaving expensive coastal markets for higher cap rates out of state. What's the case for staying?
How difficult is it really to operate in such a tenant friendly state/jurisdiction?
What does the data really bear out? Are people leaving en masse from CA? How bad are the prices?
What's a typical deal profile in Southern CA? Purchase price, rents, cap rates, debt, etc.
What's the exit strategy investing in an area like this?

Connect with Anthony:

www.buckinghaminvestments.com

anthony.walker@buckinghaminvestments.com

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Mr. Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction and principal investing experience.

Main Points:

Concepts you must understand to be successful in this business LONG TERM

1. Supply & demand

2. Value creation

3. Leverage

4. Cap rates

Connect with Ken:

www.kripartners.com/ebook

www.kripartners.com

kgee@kriproperties.com

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From growing up with learning disabilities, to barely passing public high school, to living on the streets and on welfare, to multiple suicide attempts – our guest Darren Jacklin thought he was fated for failure.

Throughout his upbringing, he was repeatedly told that his disabilities would forever keep him from amounting to anything.

For years, he struggled under the weight of these labels, accepting this as his destiny, until the pivotal moment when someone believed in him.

Darren shares his transformative experiences that have allowed him to find purpose as a successful corporate trainer, world-class speaker, and investor in both real estate and business.

Main Points:

Most of your Goals Don't Require Your Actions

- We Don't Have Money Problems in Life Only Thinking Problems

- ACTIONS Live Inside of PROMISES and REQUESTS

Connect with Darren:

● www.darrenjacklin.com

● (403) 685-0660

● darren@darrenjacklin.com

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Deidre Woollard is a writer and editor with two decades of experience covering all aspects of real estate from luxury residential real estate to the latest in proptech.

Main Points:

What investors need to know about Reg A funds?

The difference between private REITs and public ones.

Why diversification in real estate is as important as diversification outside of it?

What trends investors should be paying attention to and which ones they need to ignore?

What I've learned from covering real estate for two decades?

Why many investors overlook the opportunities in commercial real estate?

What is happening in affordable housing and why this represents an opportunity to do well and do good?

Connect with Deidre:

www.millionacres.com

deidre.woollard@fool.com

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Matthew Ricciardella is the Principal and Managing Partner of Crystal View Capital, a private equity real estate firm that specializes in the acquisition and management of self-storage facilities and manufactured housing communities across the United States.

Main Points:

Importance of investing in real estate for long-term wealth
Why manufactured housing communities and self-storage facilities are opportunistic assets
Sourcing deals off-market
Creating a company culture that is built on a meritocracy and how that has lead to success
Deferring capital gain taxes through a 721 Contribution aka CVC Equity Swap

Connect with Matthew:

www.crystalviewcapital.com

megan@osprey-management.com

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Beginning with one single-family home in 2009 Josh Sterling has grown his portfolio to over 900 units today. He also founded Epic Property Management in 2012 and has used that experience to innovate and create a new standard in the property management industry.

Main Points:

· -After starting down the path of college, career, buy a personal residence as the "American Dream" I was forced to make a complete 180 and began investing in real estate in an effort to create something I could depend on.

· -I began purchasing single family homes in 2009 using creative finance (zero percent credit cards, unsecured lines of credit, etc.) and was able to build scale by discovering how to extract the equity from single family homes.

· -Using the equity I pulled out of single family properties I was able to move into larger multi-family properties and began to build a snowball effect of cashflow.

· -After gaining experience in larger multi-family properties I began syndicating deals in 2016 when my personal liquidity wasn't available instead of turning them down as I had done in the past.

· -Time, snowballing cashflow, recurring liquidity events and syndication have allowed me to grow my portfolio to over 900 units.

· -Building a portfolio to that size made it necessary to build a property management company and innovate in that industry in order to achieve the best return on investment for my portfolio.

Connect with Josh:

www.epicpropertymanagement.com

josh@epicpropertymanagement.com

josh@epicpm.com

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Our guest, Stephanie Walter, is a capital raiser, syndicator, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professionals to “unlearn” what most of us have been wired to think about money and re-educates us to learn the secrets of the wealthy investor that are life transforming. Stephanie builds gateways between professionals and well vetted deals.

Main Points:

· What the wealthy do differently in regards to money and their investments

· Reasons to not put your money in a 401K

· What is a 1031 exchange and how can you use it to invest in these

· What is a real estate syndication syndicated opportunities?

· What is cost segregation?

· Debunking money myths

· Concept of accumulation vs utilization

Connect with Atticus:

· www.askstephanienow.com may have a webinar to promote

· 303-995-0928

· skw@erbewealth.com

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Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions.

Bullet Points:

• Underwriting: Basic overview, key metrics, sensitivity analyses, stress tests, comparables, cap rates

• Partnership Structures: How to structure deals with investors, waterfalls, preferred equity, matching your strategy

• Raising Capital: How to partner with institutional investors, how to form joint ventures and co-GPs

• Financing: Overview of debt options for multifamily, matching debt product to investment strategy, loan term nuances

Call to Action:

www.lscre.com <– Free underwriting model download

rob@lonestarcapgroup.com

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Charles Carillo is managing partner of Harborside Partners; a real estate syndication firm, and has been actively investing in multifamily real estate since 2006. Charles also hosts the Global Investors Podcast where he interviews professionals about investing in US real estate.

Bullet Points:· What makes cash flowing real estate so powerful?
·What are some of the biggest mistakes real estate investors make?
· How to mitigate risk when investing in real estate?
·How do you decide which sponsors, deals and markets to focus on?
· What is real estate syndication?
· How can you invest in real estate while having a fulltime job?

Call to Action:www.ScheduleCharles.com

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Shelon Hutchinson, known as, “Hutch The Marine Investor” is a Master Gunnery Sergeant in the United States Marine Corps. Over the past 22 months Hutch has co-sponsored over $11m in multifamily property acquisition which includes a 55 unit portfolio in South Carolina, and a 167 unit complex in GA.

Together with his partner, he co-founded H Squared Capital a real estate investment firm that focuses on Apartment Complex acquisition in the Southeast.

Hutch, before we get into partnership building for real estate investing success, share a memorable experience from your formative years that helped you to be the person you are today.

Bullet Points:

· How did you get started with real estate investing?

· Where and how did you meet your business partner?

· How do you find the right partner for you?

· What is the purpose of hosting “The Multifamily Real Estate Experiment Podcast”

· What is your vision for your business and what are you trying to accomplish?

Call to Action:

www.lp.constantcontactpages.com/su/kmLEYmt/HSquaredCommunity

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AJ Shepard is an Investor, Licensed contractor, and Entrepreneur. Through Uptown Properties he provides over the top property management and development services. His passion and background in real estate and construction management created an avenue for his company to provide all services necessary to bring excellent returns on investment for all those he works with.

AJ before going into the behind the scenes functions and how to systematize the processes that bring us the best returns, share an experience from your formative years that helped shape who you are today.

Bullet Points:

Why do you need an offsite professional?
What tasks can I delegate?
Choosing the right Virtual Assistant
How to manage and overcome challenges with offsite professionals

Call to Action:www.offsiteprofessionals.com/

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Today’s guest was a former INC 500 Technology Chief who had great success...until he failed in spectacular fashion. The spectacular failure kicked off his "10 Dark Years". He was rudderless, with no direction and financially broken. It wasn't until a friend introduced him to the power of buying large real estate deals that changed the entire course of his life. He ended up building a real estate portfolio, becoming the General Partner on over $100M of deals in under 3 years. Today, our guest Agostino Pintus, helps people get into real estate deals of their own and to build their own wealth.

Agostino, before we jump into all we need to know to invest in multifamily deals WITHOUT Failing, share a memorable experience from you formative years that help you to be the person you are today.

Bullet Points:

· How can I use real etate to create weatlh early in my life?

· How do you help others reach their full potential?

· How do you create and define a successful mindset to hit your goals?

· How does one define their “Why” to make a difference in their lives?

· How do I build a business around my lifestyle?

· How do I develop passive income so I can live the life I want?

Call to Action:

· www.multifamilycoaching.bulletproofcashflow.com/

· social@bulletproofcashflow.com

· www.bulletproofcashflow.com/

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Luis Leiva

How to make passive income with zero money out of pocket

Luis Leiva is CEO of Culture Estate and has Grown his company 3,500% since 2016. He runs multiple Real Estate Businesses, is a Licensed Instructor, Mentor, speaker for Auction.com, Producer for Multiple online real estate web series, and is featured on Inman & Realtor Magazine. Luis has been involved in over 2,000 transactions and closed over ½ a billion dollars in sales. Among his passions is educating others so they can emulate his phenomenal success.

Luis before we dive into to the formula for developing passive income with zero money out of pocket, share an experience from your formative years that helped you to be the person you are today.

Bullet Points:

* Current Market

* Cost of investing

* Scaling Up

* Cashing Out vs Selling

* Power of the network

* What is your end game?

Call to Action:

Schedule a 30 min call: calendly.com/luisleiva/30min

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Michael Flight

Stable and Tradable Private Real Estate Investing

Michael Flight is a real estate entrepreneur and Security Token evangelist, expert in single-tenant net-leased shopping centers and real estate traded on the blockchain. Beginning in1985 he has extensively partnered with some of the world’s most well-known banks, insurance companies, hedge funds and institutional investors.

Michael has been featured on CNBC, The Real Estate Guys, Bitcoin.com to name just a few and regularly speaks at many real estate, blockchain, and technology events. He is a published author and co-host of the Nothing But Net – NNN Show podcast and curator of the Chicago Blockchain Real Estate Collective.

Main Points:

· +Net Lease Properties are like Bonds Wrapped In real estate

· +Leases are guaranteed by major corporations

· +Tenants pay all expenses

· +Very popular for 1031 from apartments

· +Net lease fund can spread the risk over multiple tenants, geographies and properties

· +Blockchain is the rails of the new financial system

· +Blockchain allows for Tradable Private Real Estate

· +After 1 year accredited investors can trade their shares to non-accredited investors

Connect with Michael

. BlockchainRealEstateSummit.com

· www.libertyfund.io/tokenization-and-blockchain-investing-in-real-estate/

· michael@libertyfund.io

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Ken Van Liew

Burst the Chains of Unforgiving Debt and Explode Your Wealth!

Ken Van Liew started his professional career with 2 master’s degrees, a civil design engineering job and twins to support. All this underpinned with a six-figure debt and a burning desire to serve others.

Ten years later, he cut the ribbon on the development of a $17M dollar, 72,000 square feet, 113 bed assisted living facility. He parlayed this success into a Staten Island waterfront development. While attending a Tony Robbin's event in Hawaii, his waterfront development was terminated due to the World Trade Center tragedies.

After a full recovery and 19 years later Ken can authoritatively bring us the keys to the Modern Wealth Building Formula as the fastest track to building wealth.

Call to Action:

www.strategic.kenvanliew.com/

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Jesse Russell

Environmentally Friendly and Efficient Housing Alternatives that Meet the Needs of the 21st Century Homeowner

Jesse Russell brings 20+ years of experience in executive-level leadership, project management, construction, and land development. He is a philosophical leader in the shifting movement in how people view housing and, more importantly, how they live their lives. The popularity and demand for the avant-garde homes that his company brings to market is reflected in the 20% returns they routinely bring to their private equity investors.

Main Points:

• Building the first house – The Hiatus. Sold everything I owned. Moved back to Bend. And built the first house.

• Building the first development – Hiatus Benham. Raised equity investment. Eventually, paid back investors with a 20+ IRR

• Current Projects – Hiatus Roanoke, Hiatus Roosevelt, Hiatus Penn

• Hiatus Capital Fund – a way for people to invest in our projects

Connect with Jesse:

· www.hiatushomes.com

· jesse@hiatushomes.com

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Eloy Retana

From IT Professional to Real Estate Investor

Eloy Retana is not only a real investor but he is also the author of the book The Top 3 Reasons to Invest in Mobil Home Parks. Today we will explore why during the pandemic, mobile home parks have outperformed all other real estate asset classes and why they just might be a safer asset for passive real estate investors to be invested in as we enter a period of economic uncertainty.

Main Points:

How do you cultivate a mindset to rebuild after losing everything in 2008?

● How’d you get into real estate? I thought IT guys had it made, why make the switch to Real Estate?

● How did you find out about multifamily?

● What compelled you to make the transition to Mobile Home Parks?

● How have your MHP’s faired during the lockdown?

● Why Florida? With an expected economic recession looming and bank lending tightening its rules, what opportunities do you see going forward?

● What do you feel are the keys to successful partnerships?

● What’s next for Apex Communities?

Connect With Eloy:

● eloy@apexcommunities.net

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Chris Prefontaine

Navigate the Waters of the Next Recession and Come Out Swimming on Top

Chris Prefontain is a 3-time bestselling author who has been through several real estate cycles understands the challenges of real estate investing and is ready to give us clarity on how we can successfully navigate the constantly changing real estate investment environment.

Main Points:

· What is the Perfect Triangle?

· What are your best suggestions for navigating the currents of today's chaotic financial and economic waters?

· How is the best way to handle the next recession?

· How can a busy and fulfilled professional add secondary passive income while remaining committed to following their calling?

· What does it mean to buy and sell on terms?

· How does this type of real estate strategy compare to flipping, rehabbing, wholesaling, or even renting?

· What are the biggest lessons you learned from the crash of 2008 and how can we benefit from your expertise?

Connect with Chris:

· Free webinar: www.smartrealestatecoach.com/webinar

· Free strategy call: www.smartrealestatecoach.com/action

· Free book: www.freesrecbook.comhttps

· www.smartrealestatecoach.com/thriving

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Trevor Oldham

How To Breakthrough The Noise Of Podcast Guesting

Trevor Oldham is the Founder and CEO of Podcasting You. A podcast booking agency that helps real estate investors generate more exposure and money for their business through prove podcast guest marketing strategies.

Main Points:

• - Why you should do podcast guesting

• - The value in podcast guesting

• - How to craft your story

• - Which shows to target

• - How to develop a pitch hosts love

• - How to prepare for your interview

• - How to lead generate from your interview

Connect with Trevor:

• www.podcastingyou.com/realestateinvestor

• trevor@podcastingyou.com

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Sharon Vornholt

How to Create an Endless Stream of Leads for your Real Estate Investing Business with Probate Investing

Sharon Vornholt began investing in 1998 focusing on rehabbing and rentals until the market crashed in 2008 when she became an accidental wholesaler. She is a blogger and a podcaster who is best known as a marketing and branding expert, and for her expertise in probate investing.

Main Points:

• What exactly is probate?
• How the probate process works
• Why most investors shy away from working in this niche
• Why probates are the best source of off-market deals on the planet, and why these sellers are so motivated
• Marketing: How you market to these folks, and how is it different from other real estate investment strategies
• The #1 thing these folks want in addition to cash for the property in the estate
• Branding: Showing up as the expert. 4 simple ways to build your brand as the go-to person for probates and estate properties in your area
• Tips for having easy conversations with these motivated seller

Connect with Sharon:

• www.probateinvestingsimplified.com/starterkit
Get your FREE “Probate Investing Starter Kit – A Quick Start Guide” for getting started in the niche of probates.

• sharon@sharonvornholt.com

• Louisville Gal’s Real Estate Blog: www.HYPERLINK "https://louisvillegalsrealestateblog.com/"Louisvillegalsrealestateblog.com

• Probate Investing Simplified Course https://probateinvestingsimplified.com

• Podcast - iTunes: Let’s Talk Real Estate Investing

• www.itunes.apple.com/us/podcast/sharon-vornholt-lets-talk/id784109559?mt=2

• www.facebook.com/sharon.vornholt

• www.linkedin.com/in/sharon.vornnholt

• www.twitter.com/svornholt

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Pam Prine

A Woman's Worth - Finding Your Financial Confidence

Pam Prine is the co-founder of Keystone Capital Management Group, LLC where she collaborates with clients to define clear financial goals with realistic expectations and lay the foundation for their financial success.

After an eight-year banking career, Pam returned to the financial industry in 2003. She went on to become an Investment Adviser Representative who has passed the FINRA Series 6, 63 and 65 exams. Pam has insurance licenses in Arizona, California, Idaho, Nevada, New Jersey, New York, Oregon and Utah.

Pam is a Board of Directors member at Sierra Winds Retirement Community and an Action Committee Member for the Dementia Friendly America® initiative.

Main Points:

• Addressing women's #1 financial fear
• The difference between men and women when it comes to money
• 5 financial mistakes women frequently make
• How you find a financial advisor
• Steps to get you started

Connect with Pam:• www.keystonegroupaz.com/contact/
• pam@keystonegroupaz.com

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Frank Patalano

From the Safe but Stressful W-2 job to Real Estate investing abundanceToday Frank Patalano takes us on a journey From the Safe but Stressful W-2 job to Real Estate investing abundance. As a school teacher, he took the risk of growing a real estate investment portfolio that allowed him to leave his secure teaching job. He is now involved in over 1000 doors in markets across the USA. Since leaving his teach job he has successfully started two other businesses. A podcast, the Cash Flow Kings and a virtual assistant business. Please welcome Frank Patalano.

Main Points:

· Your Salary is the Bribe they give you to forget your dreams

· You have to start building some investment dollars

· Join a Local Investment Group

· You have to take Risks

· Figure out your Real Estate strength. Money, Experience, Time. 3-Legged Stool

· Goals and Habits

Connect with Frank:

· www.realagenthelper.com

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Bullet Points:

I built my wealth one property at a time and that is the model of wealth-building my company helps others to develop. Where and how did I start my journey?
What is passive investing vs. active real estate investing and is it possible to passively build wealth through real estate one property at a time?
What is the basic information and knowledge level that a potential passive real estate investor should know to be successful?
What are the advantages of focusing on cash flowing real estate investments?
These are the numbers from a typical turn-key investment (Investment, expenses, NOI, Cash-on-cash return, ROI). 50/50 SPLIT, 20% IRR, 8-10% PREF, 2X MULTIPLE FOR INVESTING IN A SYNDICATED FACILITY
I encourage investors to invest where the opportunities are, not necessarily in their backyard. All investments carry a level of risk.
What are the risks of investing in SELF STORAGE?

Connect with Scott Call to Action:

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Today Dr. Allen chats with Stacy Rossetti, a real estate investing expert and coach. Today, she own and operate REI USA and StorageNerds. As a coach and teacher, she specialize in helping her students navigate real estate investing, rehabbing, and storage facilities. Together her husband Pete and she currently own and operate eight storage facilities. Investing in self-storage is their passion and how they have decided to build wealth.

Her early days in real estate were slow, exhausting and hard, but little by little, she earned a sense of what worked and what she needed to do to achieve consistent results. Day after day, she work hard at what she do, striving to stay ahead of the curve by building on her knowledge and making shrewd decisions. In addition to investing in real estate herself, she has since discovered another passion in my life – coaching and empowering others.

In today’s chat, listen to Stacy’s inspiring journey from a beginner to a successful real estate investor and coach. She believes that constant learning and dedication always leads to the correct path.

3 Key Points from the episode:

· Work hard at what you do and strive to stay ahead.

· Invest passively through creative financing deals and storage facilities.

· Learn through experience and mentors.

Connect with Stacy:

· www.rei-usa.com/

· www.stacyrossetti.com/

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Ryan Andrews

Developing Tiny Homes, Building to Net Zero, and Capitalizing Your Dream

Ryan Andrews is a land developer and builder who specializes in small, modern, highly efficient homes, and communities. He has extensive experience in the structuring and capitalization of development projects, with vast expertise in capital markets for construction and development.

Main Points:

• In 2017 Hiatus Homes pioneered the Hiatus Benham a 22-unit tiny-home development in Bend Oregon utilizing brand-new building code allowing small Single-Family Residential units

• In 2019, Hiatus Homes started Hiatus Roanoke, a 10-home development of small energy efficient (net zero) homes. They are 910 SF with 2-bed & 2-bath. The first 5 homes have sold and the construction on the second 5 will start this month.

• In 2020 the Hiatus Capital Fund was launched to provide an innovative way for investor to participate across multiple Hiatus Homes projects and benefit as the company grows.

• Two new projects are going through entitlement in the fund: Hiatus Penn and Hiatus Roosevelt.

• Hiatus Penn is a 40-unit micro apartment building in Bend’s Central Business District. This project utilizes brand new building code providing higher density studio apartments with shared kitchens and common spaces. The goal being to solve some of the demand for housing.

• Hiatus Roosevelt is a 12-unit project in Bend’s iconic Old Mill District where 7-lots will have a combination of the “Bower”, the 2-bedroom model and the Loft (the original 600SF model).

Connect with Ryan:

· www.hiatushomes.com

· 949-637-0355

· www.aerialinvestmentmanagement.com

www.fnx.co.il/alternativeinvestments/kyc

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Kent Ritter

Empowering You to Build Real Wealth Through Real Estate

Our guest drew on a successful career as a management consultant and startup owner to develop a firm that has over $1.4 billion in affordable workforce housing assets under management. Having attained financial freedom through real estate investing, he now helps others to do the same through his podcast, Ritter on Real Estate, monthly networking, meet-ups and his website. Welcome our guest Kent Ritter.

Main Points:

· The positive social impact of multifamily property investing

· How to passively invest like a pro

· Achieving financial freedom through alternative investing

· Leveraging technology to add value in multifamily

· The advantage of buying smaller properties

· The most effective ways to raise capital

Connect with Kent:

· www.kentritter.com

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Luc D’Breau

Taking Massive Action by Moving into Target Markets

With Luc D’Breau, we are going to explore what it means to take massive action by moving into your target market. Our guest is a limited partner in 445 units totaling 36 million in value. His goal in real estate is to create generational wealth, leave a legacy, and provide a better life for his family. He holds degrees in architectural engineering, civil engineering, and an MBA.

Main Points:

· LP for 3+ years, now actively pursuing GP

· Started podcast with wife/business partner to increase access and education for millennials on MF

· In 2020, had a "business moon" in TX & attended SecretX, a 4 day networking event focused on building business relationships in MF

· Moved to TX markets to have local presence for GP EOY 2020

· Target markets are San Antonio, Austin, and DFW

· Focused on acquiring MF and helping others in family/community build wealth too

Connect with Luc:

· www.makeitraincapital.com/podcast

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Zach Quick

Leaning Into your calling of growing with self-storage

Today let’s lean into our calling. Together, let’s learn how passive investing in self-storage can help us develop financial independence to live abundantly in all areas of life with our guest Zach Quick, a Christian, Husband, Father and a full-time self-storage owner and operator based in the Midwest.

Main Points:

· Pivoting from residential to self-storage
· Taking the leap and betting on yourself
· Supportive wife and family

Connect with Zach:· www.zachquick.com/partner

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William Walker

Burn the Ships, Max Out the Credit Card, and Acquire 1300 Units in 18 Months.With today’s guest we will learn what it means to burn the ships, max out our credit card, and discover the road to acquiring over thirteen hundred units in 18 months. Our guest has participated as a Key Principle in over 75 million in multifamily acquisitions and 12 residential developments. He began his career with Ernst & Young in their Transaction Real Estate practice and is a licensed CPA. In twenty-eighteen he joined with experienced partners to directly serve Enlightened Investors like you who are seeking passive streams of income to develop financial independence for time-freedom to live abundantly.

Bullet Points:

· Early Influences, humble roots, and building strong work ethic
· Finding my why, maxing out credit cards, and consulting Mid American Apartments on 20,000 unit acquisition
· Burn the ships and a leap of fait
· Starting from the bottom: Nash/Chatt investor group, A 16 unit in Cleveland TN, and Building houses in Nashville
· Partnerships, Timing & the road to acquiring 1,389 units in 18 months
· New Development & Vision for the Future
· Case study deal

Connect with William

· https://4mrei.com/

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**Whitney Sewell

How to go from no network, to consistently raising $10 million in a few hours**
Whitney Sewell is a seasoned real estate investor, podcast host, and philanthropist. He is CEO and founder of Life Bridge Capital, a multifamily syndication investment firm with 900 doors and $150 million in assets under management.

Whitney was able to scale his business at a groundbreaking pace - starting from nothing in 2017 to consistently raising over $10 million in a few hours.

His daily podcast, The Real Estate Syndication Show, has featured over 1000 experts in the field.

Whitney recently founded his new non-profit, The Life Bridge Foundation - the latest exciting development in his commitment to donate 50% of his profits to support orphans and their adoptive families. Whitney and his wife Chelsea have 3 children by adoption and love spending their free time together in the great outdoors at their home in the country.

Main Points:
● Growing your business rapidly by hiring smart
● Scaling your network of investors and nurturing those relationships
● Importance of having a WHY
● Keys to raising capital quickly

Connect with Whitney:
● www.lifebridgecapital.com
● Whitney@lifebridgecapital.co
● 540-585-4338

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Kimberle Dyer

Little Known Alternatives to a 1031 Exchange

Today Dr. Allen chats with Kimberle Dyer, one of two founding-partners of Keystone Capital Management Group, LLC, which she helped begin in March 2016. As an Investment Adviser Representative, Kim is committed to helping clients work toward meeting their financial goals. She has been in the financial services industry since 2004. In 2006, Kim co-founded and operated a financial services business in Billings, Montana. It was and still is a thriving business serving ranchers, business owners, and retirement/estate clients.

Prior to her move to North Platte, Nebraska in 1994, Kim began her healthcare career in 1984 in Gillette, Wyoming. The regional hospital in Gillette, Wyoming at the time had an annual operating budget of $200 million. After serving the regional hospital as Controller and then Vice President of Finance, she accepted the promotion to North Platte, Nebraska as the Vice President of Operations. She served 10 years as the Vice President of Operations for the regional hospital in North Platte, Nebraska which had an operating budget at the time of over $400 million and 400 employees.

In today’s chat, listen to Kim’s journey in the real estate and inspiration behind her success. Her journey motivates, inspires and encourages everyone to work hard and achieve their goals.

3 Key Points from the episode:

Using a Trust to sell the asset is advantageous.
Explore all the options and opportunities before coming to any conclusions.
You can do multiple sale inside one trust.

Connect with Kimberle:

www.keystonegroupaz.com/contact
623-299-9710

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Brian Bradly

Asset Protection in Uncertain Times

Today’s guest has a list of accolades. He was selected to the "Best Attorneys of America List 2020," the "Lawyers of Distinction List 3 years in a row 2018 through 2020," "Super Lawyers Rising Star List 2015 and 2021," and he was nominated to Americas Top 100 High Stake Litigators. He is a leading educator and nationally recognized Asset Protection Attorney whose goal is to give us peace of mind knowing our assets are protected.

Main Points:

· What is Asset Protection

· What has changed in the legal system over the last few decades

· What are we NOT told about LLCs that we need to know?

· What are asset protection trusts and how do they work?

· What is the difference between a domestic and foreign asset protection trust?

Connect with Brian:

www.btblegal.com ·
brian@btblegal.com

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Oscar Buendia

Achieving Financial Freedom from Real Estate Investing

Today Dr. Allen chats with Oscar Buendia, co-founder of two companies REI Brothers and GoodDay Capital. The first company started incorporates his podcast, social media, education, courses, and coaching. The second is the Real Estate Investment Firm for the purpose of syndicating & JVing commercial assets. Oscar Buendia came to the United States at the age of four from Colombia.

His journey in real estate began in 2013 when he read Rich Dad Poor Dad. In 2016, joined a local group focusing on wholesaling, fix & flip, and other creative strategies on the residential side. A year passed and realized that these were not strategies he would want to do long-term. In 2017, he went the buy and hold route with a duplex. Bought at a little below market and netted $600 after all expenses. This opened his eyes to the benefits of long-term holds in his journey towards financial freedom.

In today’s chat, listen to Oscar’s Successful journey from a migrant to the successful real estate investor and founder of two companies. He inspires us that constant effort and hard work is always the key to success.

3 Key Points from the episode:

· Grow Into a Better Person every day - Physically, Mentally, Spiritually, and Socially.

· Innovative, Problem Solver, Not Afraid to Fail!..and Learn From Failures!

· Take Extreme Ownership and Responsibility.

Connect with Oscar:

oscar@gooddaycapital.com

www.gooddaycapital.com/

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Jeff Schechter

How To "Dial-In" To Residential Investing for High Returns

Today's guest is Jeff (Shechy) Schechter, the CEO, and Co-founder of High Return Real Estate LLC. He has been an entrepreneur his entire life and is passionate about helping Real Estate Investors find the right style of investing for their personal situation. In this episode with Jeff (Shechy) Schechter, we discover how we too can Dial-In to Residential Investing for high returns on investment.

Bullet Points:

Is there really such a thing as Passive Investing?
Is there really such a thing as a Turnkey Property?
What are the top 3 most important concepts for an investor to understand?
What is the dumbest mistake you made in your RE investing career?
Is it smarter to buy local or out of state?
What kinds of properties do you invest in, and why?

Connect with Jeff:

www.highreturnrealestate.com
To Get Your No-Obligation Discovery Call of our CashFlow+Process: www.highreturnrealestate.com/cashflow/

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Eric Johnson

Opened Secrets of Creative Finance

Today Dr. Allen chats with Eric Johnson, a nationwide lender, and real estate investor. He operates Shoreside Realty Finance. Shoreside Realty Fiance is a leading lender dedicated to working with investors day-in and day-out to provide streamlined financial services that emphasize streamline execution & integrity. Eric is also an active investor in the Chicago market.

Eric began his real estate investing career analyzing fix-and-flip opportunities with the help of his mentor. Eric started his journey with Shoreside Realty Finance two years ago. Eric helps craft custom debt strategies for clients to maximize return on investment on various real estate projects.

In today’s chat, listen to Eric Johson’s successful real estate journey. Then, explore the secrets of how Shoreside Realty Finance provides asset-based financing solutions. Finally, discover how Shoreside enables real-estate investors to purchase more property and unlock equity in existing holdings in a more streamlined way than dealing with big box banks.

3 Key Points from the episode:

· Learn from an experienced and successful investor.

· Evaluate the deals based on experience and data.

· Try to explore all the possible ways to close a good deal.

Connect with Mark:

· www.shoresidefinance.com

· eric@shoresidefinance.com

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Mark Khuri

Addressing the Affordable Housing Crisis through Recession Resistant Real Estate Investing

Today Dr. Allen chats with Mark Khuri, co-founder of SMK Capital Management. SMK is an investment ﬁrm that provides investors with passive income and growth by creating partnerships in private commercial real estate opportunities. Mark has been an avid real estate investor for over 15 years and has sourced, underwritten, acquired, raised capital, renovated, managed, and sold residential and commercial real estate investments throughout multiple markets in the US.

Mark realized in his twenties that he doesn’t want to be working with regular jobs and wanted to find other ways of income that allow him to grow financially and that also allows him to have his own free time. Later on, he co-founded SKM Capital Management with his father. Mr. Khuri has analyzed hundreds of investment opportunities and has successfully bought, renovated, sold, and invested in over 100 properties with a combined value of over $1 billion and created and managed over 40 real estate partnerships with investors.

In today’s chat, listen to In today’s chat, listen to Mark Khuri’s inspiring and successful journey in real estate from his years of experience.

3 Key Points from the episode:

There are 2 main factors in a real estate investment. Debt is one factor, but more importantly, it is the people involved.
Networking is critical to get good deals.
Always Analyze based on data and experience before making any decision.

Connect with Mark:

www.smkcap.com
mkhuri@smkcap.com

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Badri Malynur

Super Charge Your Real Estate Investing with These Cutting Edge Investor Technologies

Today Dr. Allen chats with Badri Malynur, Co-founder and VP at Avestor Inc. (avestorinc.com). Avestor, Inc is a real estate investment technology platform that allows investors to build custom real estate portfolios. Badri has extensive investment experience spanning many assets, including real estate, stocks, bonds, cryptocurrencies, commodities, options, and angel investing. In addition, he has co-founded two start-ups and has extensive management experience leading large teams at a Fortune 500 company.

Badri co-founded Avestor (www.avestorinc.com), a new real estate investment platform that dramatically simplifies the process of real estate investing. Avestor enables investors to build custom real estate portfolios diversified across states, property types & timeframes to provide passive income and capital appreciation.

In today’s chat, listen to Badri Malynur’s innovative real estate experience and learn about the platform that enables you to invest in parts and choose a customized portfolio with small funds.

3 Key Points from the episode:

Use a portfolio approach to the entire range of assets.
One should always look to invest a portion of income in real estate.
Use technological and innovative models to analyze the deals.

Connect with Badri:

avestorinc.com
badri@avestorinc.com
503-860-8374

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Brandon Bruckman

Understanding Your 1031 Exchange Options

Today Dr. Allen chats with Brandon Bruckman, who helps real estate investors, farmers, and business owners defer tax and invest in passive assets. Brandon is an adviser with Insight Real Estate Partners. He leads the due diligence and marketing efforts.

Before working with Insight Real Estate Partners, Brandon founded West Chapman & Co., a consultancy that assists clients in growing their business by gaining insights through data. Brandon has helped large and small businesses in industries ranging from Financial Services to Logistics to Pharmaceuticals.

Before founding West Chapman & Co., Brandon worked at a prominent hedge fund as the lead of fixed-income financing. Following that experience, he co-founded a Healthcare consultancy that assisted hospitals in making vendor selections. Brandon learned discipline and a strong sense of morality from his mother. He gives her credit for his achievements in his professional life.

In today’s chat, learn from Brandon Bruckman the tax advantages of 1031 Exchanges. Also, discover the essential due diligence processes that mitigate risk and lead to successful passive investment.

Main Points:

1031 exchange is complicated
You need to build a team for your exchange
Start planning your exchange before you sell your property
You have options for your replacement property beyond purchasing another investment for you to manage

Connect with Brandon:

www.brandon@insight1031.com/
www.insight1031.com/

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Dave Holman

A Real Estate Triple Threat – Syndicator, Property Manager, and Commercial Broker

Today Dr. Allen chats with Dave Holman, a Maine real estate triple threat; syndicator, property manager, and commercial broker. He specializes in green energy and renting to refugees. He is the founder of Holman Homes and works with friends and family to invest in real estate that helps grow and diversify communities.

Dave started working on real estate when he realized that he needs financial stability for his family. So he started learning about real estate and eventually started syndicating. Dave then did a three-unit, then a nine-unit, and then another nine and kept going. This way, he got success in real estate and found his financial freedom.

In today’s chat, listen to Dave Holman’s inspiring journey from an average student at school to a successful real estate investor. He also inspires us how we, too, can work for climate and environmental sustainability with real estate investing.

3 Key Points from the episode:

Do not run too fast too early.
Reducing expenses adds a good amount of value to your property.
Try to explore new and innovative ways to get things done.

Connect with Dave:

www.holmanhomes.com/
dave@holmanhomes.com
(207) 517-5700

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Shannon Robnett

Explore the Riches of Three Decades in Real Estate Development and Investing

Today Dr. Allen chats with Shannon Robnett, a leading real estate developer and investor with more than 30 years of experience. His developments projects range from multi-family, professional office buildings to City Halls, fire and police stations, schools, industrial and mini storage. He comes from an Entrepreneurial family, and he is a second-generation builder-developer and a fourth-generation realtor.

Shannon believes with 5 generations of real estate professionals it truly is in their blood. They specialize in the acquisition of development land, entitling it. Once ready for construction they involve their syndication partners in the real estate Shannon says that there is phenomenal growth in just building, filling, and selling a product. He further explains that his operation is different than most because he is looking for syndication partners that are seeking tax-advantaged situations and his main clients are using IRAs to invest; not clients looking for small monthly cash flow investments.

In today’s chat, listen to Shannon Robnetts’s insightful three-decade journey in real estate development and investment. He invests with integrity, passion, and excellence to bring wealth and economic freedom to his investors.

3 Key Points from the episode:

· Explore every opportunity to understand your project and your client.

· Learn from the experience and use it in the future.

· Don’t just look to do everything under the sun, be focused on your goal.

Connect with Shannon:

· www.shannonrobnett.com/

· Phone: 208-291-6312

· info@shannonrobnett.com

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Stacy Rossetti

A Real Estate Investing Expert and Coach

Today Dr. Allen chats with Stacy Rossetti, a real estate investing expert and coach. Today, she owns and operates REI USA and StorageNerds. As a coach and teacher, she specializes in helping her students navigate real estate investing, rehabbing, and storage facilities. Together with her husband Pete and she currently owns and operates eight storage facilities. Investing in self-storage is their passion and how they have decided to build wealth.

Her early days in real estate were slow, exhausting, and hard, but little by little, she earned a sense of what worked and what she needed to do to achieve consistent results. Day after day, she works hard at what she does, striving to stay ahead of the curve by building on her knowledge and making shrewd decisions. In addition to investing in real estate herself, she has since discovered another passion in my life – coaching and empowering others.

3 Key Points from the episode:

Work hard at what you do and strive to stay ahead.
Invest passively through creative financing deals and storage facilities.
Learn through experience and mentors.

Connect with Stacy:

www.rei-usa.com/
www.stacyrossetti.com/

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Today Dr. Allen chats with Garrett Lynch, a successful real estate investor who co-founded a multifamily acquisitions firm at the age of 26. He currently owns a 218 unit property in Little Rock AR and 276 units in Huntsville AL, and 130 units in Atlanta GA with his sights on another $100M in acquisitions in 2020-2021.

After graduating from Illinois State University with a degree in Marketing, Sales, and Organizational leadership in 2009, Garrett went on to manage a successful nightlife business in Chicago. Leveraging his contacts in the industry he started investing in small multifamily projects with foreign investor capital. This eventually led to him co-founding multifamily acquisitions.

In today’s chat, listen to Garrett Lynch’s Successful Journey from co-founding his firm at the age of 26 and becoming successful in real estate investing to attain financial freedom.

3 Key Points from the episode:

· Try to increase your network of people.

· Always analyze the deal very carefully.

· Try to meet and engage with the people in person.

Connect with Garrett:

· garrett@nighthawkequity.com

· https://nighthawkequity.com/

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Nathan Milazzo is a go getter 20ish something who has a story that will inspire us at any age. At 19 he started his real estate investing career by wholesaling and house hacking. At only 25 he owns a total of 37 units.

Main Points:

How to lower your expenses
How to increase your income
Don’t eat your seeds!
Using HELOCs to scale
Partnering to buy bigger deals
Managing and scaling assets
Seller financing
Using OPM to acquire assets

Connect with Nathan

Facebook: Nathan Milizzo
Email: milizzo171@gmail.com

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If you are like me, you pursue real estate investing not for another job but for the time freedom that suitable investments provide.

Travis Watts is a successful investor who has achieved phenomenal success as a purely passive investor, and he is here to share how we two can Achieve Financial Freedom With Passive Multifamily Real Estate Investing.

Travis Watts has been investing in real estate since 2009. He is the Director of Investor Relations at Ashcroft Capital. Through the time freedom he created via successful passive investing, he has made it his mission to educate others who are looking to be more "hand's off" in real estate investing.

Main Points:

The investment coin has two sides - Personal Finances & Income Building
Travis' 4-Step Process To Financial Independence
Why MultiFamily Real Estate is Travis' preferred asset class
The Power of Passive Investing
The Benefits of Mentors and Self-Education

Connect with Travis:

ashcroftcapital.com/travis(Free PDF Guide and or a Free 15-Minute Q&A Call)

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Matt Picheny

From Aspiring Actor to a Successful Real Estate Investor

Today Dr. Allen chats with Matt Picheny, a real estate investor and Managing Partner at MJP Property Group. He has invested in over 6,000 apartment units and is primarily focused on acquiring and repositioning multifamily communities. Matt has over 15 years of experience in property analysis, financing, acquisition, construction, and operations.

Matt started investing in real estate as a hobby and eventually got passionate about it. Matt is a licensed real estate agent, a Fannie Mae & Freddie Mac approved buyer and a member of the Forbes Real Estate Council. Matt has earned both Commercial Real Estate & Real Estate Finance certificates from Boston University.

In today’s chat, listen about Matt’s inspirational and successful journey from aspiring actor to a successful professional and successful real estate investor.

3 Key Points from the episode:

Avoid Taking unnecessary risks.
Due diligence is absolutely critical in real estate projects.
Price is not the ultimate decider in any real estate investment.

Connect with Matt:

https://www.mjppg.com/
matt.mjppg.com

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Tracy Hubbard

40 Years of Real Estate Wisdom

Today Dr. Allen chats with Tracy Hubbard, a real estate investor and syndicator, professional 4X trader, and serial entrepreneur- having owned and operated 6 companies across various industries. He has 20 years of experience in the financial sector as a professional commodities and 4Xtrader and investment fund manager.

Tracy’s real estate experience began in the 1980’s where he owned and operated over half a million square feet of industrial warehousing distribution facilities. He recognized the opportunity of income-producing real estate and utilized sale/lease-back strategies to purchase the real estate and operating companies. In recent years as Tracy has watched the financial markets evolve, he determined he needed to diversify himself and his investors by transitioning to opportunities in multi-family properties across the U.S.

In today’s chat, listen to Tracy’s Journey from US Marine to Real Estate investing. He always believes that everyone can reinvent themselves and achieve more prosperity and growth.

3 Key Points from the episode:

Take actions rather than searching for best.
Gain experience and learn from others.
Passive investment is very important for future goals.

Connect with Tracy:

https://hubbardcapitalgroup.com/
tracy@hubbardcapitalgroup.com

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Lauren Brychell

The Role of Social Media and Branding to Propel Any Endeavor

Today Dr. Allen chats with Lauren Brychell, an Investor Relations Associate for Spartan Investment Group, LLC. In this role, Lauren brings her skills in marketing and project management to assist the team with investor-facing collateral, communications, capital raise projects, and investor education. Lauren graduated from Belmont Abbey College with a bachelor’s degree in Business Management with a concentration in Marketing and a minor in Entrepreneurship.

Right after her graduation, she built a brand for light extraction technology. The tech startup brought that product to market and she then went into the CBD oil industry which is a totally different change. Lauren gets into the systems at Spartan for content creation and some of the apps that help them optimize their workflow, run ads and target their audiences.

In today’s chat, listen to Lauren’s insightful conversation about current marketing scenarios and the importance of branding. She also talks about how social media marketing is important for real estate branding.

3 Key Points from the episode:

Branding to add value
Brand logo and Tagline should be meaningful easy is understand and eye- catching.
SEO and Social media are the critical factor in brand development.

Connect with Lauren:

http://lauren@spartan-investors.com/
https://spartan-investors.com/

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Scott Price

How to Snowball into a Large Net Worth and a Passive Income from a Small Personal Fund

Today Dr. Allen chats with Scott Price, a successful full-time real estate investor and coach who has snowballed initial small capital into an expanding portfolio of cash-flowing multifamily, office, and retail properties. Scott leads Bonvolo Real Estate Investments LLC withhis wife, Karen. Scott provides a wealth of real estate investment experience, and Karen delivers project management, property management, and accounting to ensure all operations run smoothly.

Scott Price bought and managed his first rental property in 1994 and honed his skill sets through critical roles in various companies as a team manager, program manager, marketing manager, and even a US representative in Europe. He then later ramped up his real estate and investing work plus education starting in 2003. At that time, he became a full-time real estate broker, and in 2005 purchased his first apartment complex (29 units). From 2003-2007, he used the full-time broker status to immerse himself in real-world real estate, investing and applied education.

In today’s chat, listen to Scott’s successful real estate journey to founding his own real estate company. Explore the expertise of Scott in transition from W2 to Full Time Investor, Setting and Achieving Life Goals, etc.

3 Key Points from the episode:

Always think ahead to how you can leverage your existing funds to create more income and more net worth over time.
Understand the Pros, Cons, and Nuances of Different Real Estate Asset Classes.
Have your strategy and the confidence to stay with it.

Connect with Scott:

scott@Bonvolo.com
www.Bonvolo.com
(206) 419 - 7516

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Lane Kawaoka

Over a Decade’s Journey into Real Estate Investment

Today Dr. Allen chats with Lane Kawaoka, owner of CrowdfundAloha.com, SimplePassiveCashflow.com, and ReiAloha.com. Lane owns 3,500+ rental units and the leader of “Hui Deal Pipeline Club,” which has acquired over $255 Million of real estate by syndicating over $25 Million of private equity since 2016. In addition to an analytical engineering background, Lane has real-world experience working as a project manager for over $250 million dollars of capital construction projects in both the public and private sectors.

Lane Kawaoka started investing when he was 13 years old with the $2,000 earned from the summer job picking Pineapples in Maui. He bought a $500 Ukulele and deposited the $1500 into a RothIRA via mutual funds. He started his venture in real estate investing in 2009 after living on the road for five years as a construction supervisor by purchasing an A-class rental in Seattle that rented for $2200 per month. Three years later, he was able to acquire a duplex.

In today’s chat, listen to Lane’s successful real estate journey and real-world investing experience for finding investment opportunities, analysis, and marketing. He inspires and mentors other working professionals to do real estate investing and build their portfolios.

3 Key Points from the episode:

Start investing as early as possible.
Get started by utilizing your highest and best use (your day job) to save for the 20% down payment for a conventional loan to acquire a single-family home rental.
Build a network of people whom you can trust to mitigate risk in the investments.

Connect with Lane:

http://simplepassivecashflow.com/

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Charles Seaman

How to use Underwriting and Relationship Building to Thrive as a Real Estate Investor

Charles Seaman is the Lead Acquisition Manager for Three Oaks Management, where he locates and underwrites high-performing multifamily real estate deals throughout the Southeast USA. He is also involved in contract negotiation, capital raising, and asset management. With close to 20 years of real estate investing experience, Charles brings a wealth of knowledge and expertise. Today Charles will speak to us about the processes of relationship building in real estate investing. We will also delve into the all-important topic of underwriting – learn what it is and how to use underwriting analysis to determine any real estate investment viability.

Main Points:

I built my track record in the syndication space through relationships. How did relationships allow me to close my first deal and then several more?
Finding reasons to get things done instead of making excuses has been instrumental in my success and the success of many others. How can this mindset get you through tough times and challenging circumstances?
What is the essential information and knowledge level that a real estate investor should know to be successful?
Aside from relationship building, I also do all of the underwriting for my team's deals. What is underwriting, and why is it important?
How can somebody new learn how to underwrite deals?

Contact Charles:

Text me at (347) 306-3278 or Email me at charles@3oaksmgmt.com and tell me that you heard me on Real Estate Investing Abundance and that you want to join the FREE weekly underwriting sessions.

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Neal Bawa

Climate Change – Real or Not, the Financial Markets Believe and are Reponsding

Today Dr. Allen chats with Neal Bawa, CEO/ Founder at Grocapitus and an iconic, data-driven commercial real estate investment company. Grocapitus’ 28 person team acquires and builds multifamily & commercial properties across the U.S. With more than 300 active investors and over 2,000 reviewing our projects, the Grocapitus portfolio currently spans across 7 states with 12 projects and 2,000+ units/beds. He also serves as CEO at MultifamilyU, an apartment investing Education Company.

Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $250+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.

In today’s chat, listen to Neal’s, successful and data driven real estate journey. Tens of thousands listen to his podcast appearances and he has been featured in over 50 top rated podcasts and radio shows. Neal’s asset management and revenue optimization techniques for multifamily are considered unique in the industry.

3 Key Points from the episode:

Climate Change is very much affecting the real estate industry.
Understand how climate change risk is impacting the real estate.
Do your research on impact of climate change in on your real estate investments.

Connect with Neal:

neal@grocapitus.com
(408) 290-4136
http://www.neilbawa.com/
www.Grocapitus.com
www.MultifamilyU.com

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Nizan Mosery

Wisdom of the Ages in Construction, Asset Management, Property Management, and Commercial Brokerage

Today’s guest brings us wisdom from a depth of experience in construction, asset management, property management, commercial real estate brokerage, property management, syndication, and advanced creative financing. Beyond his wide breadth of experience in real estate investing, he is a world traveler who has spent time with foreign dignitaries, including His Holiness The Dalai Lama.

Our guest today, Nizan Mosery, appeared twice on Creek Side Chats with Successful Real Estate Investors. I am thrilled and honored that he agreed to be with us once again to participate in the launch of Real Estate Investing Abundance. Nizan owns properties across the nation and internationally and regularly shares his vast wealth of accumulated investment wisdom through teaching and mentoring.

Main Points:

This time last year, almost everyone in the industry was predicting a retraction in the multifamily sector. There was an expectation that sale prices would decline and cap rates would rise. But, just the opposite has occurred. Given that, where do you see the current state of affairs to be in the multifamily sector?
I see some well-respected and experienced investors turning away from multifamily because they feel the sector is overinflated and viable deals are just not there in this market? What do you say to that?
Some investors are turning to the motel/hotel sector. A sector hit hard this past year. The thinking is that crisis leads to opportunity. Warren Buffet is known for buying when everyone else is selling and vise-a-versa. What is your advice to those considering investing in the motel/hotel sector?
Others turning from multifamily apartments are looking to mobile home parks as an alternative investment. What advice do you have for those considering mobile home parks as an investment option?
Where do you see the economy moving over the next year and the next two years?
Where are you looking for investment opportunities these days?

Connect with Nizan:

Get your free gift: The 5-Step Road Map to Getting Started in Real Estate with Apartment Buildings
traveling-investor.com
investwithcip.com

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Mark Pierce

The Passive Real Estate Investor and the Law

Today’s guest brings us a wealth of definitive knowledge from over 3 decades of experience as an Attorney, a CPA, and an Entrepreneur. Much of his work has focused on securities so he is the go to guy when it comes to providing legal protection for the assets of passive investors who invest in real estate syndications.

Mark, before we delve into matters of asset protection for passive real estate investors, tell us how did injuring your back end up saving your life?

Main Points:

Let’s begin with the basic question, what is the first and most fundamental thing every passive investor should do to protect their own and their family’s assets?
As syndicators, we do everything we can to protect and preserve our passive investors' capital. What beyond the basic corporate structure provided by a typical syndication offering should a passive investor do to protect their invested interests?
When evaluating a real estate investment offering, what are the bare minimum legal structures that a passive investor should see in an offering? In other words, how should a typical syndication be structured for the protection of the limited partners?
Is it advisable for a passive investor to form an LLC for investing in real estate syndications rather than investing as an individual?
Is it really possible to do everything that’s involved in forming a legal entity within just an hour or two? If so, how?
Is Wyoming really the best place for a passive investor to form their investing LLC?
Before we do the Deep Dive, what do you have to offer our Enlightened Investors?

Connect with Mark:

WyomingLLCattorney.com
mpierce@cloudpeaklaw.com
307-206-8521

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  **Anthony Metzger**

Persistence Pays in 18 Months Going From Zero to 218

Today we take an inside look at what it is to be a general partner in a real estate syndication. Our guest started with nothing, and after putting his system in place and following it diligently for 18 months, he acquired a 218 unit apartment complex.

Today’s guest, Anthony Metzger, trained to be a winemaker. He spent his 20s following the grape harvest, going around the world to make wine and document the wine-making process. In his late 20s, he dived real estate syndication, and he is here today to share the story of how that all began.

Main points:

Add value
Don’t give up
How to do your first deal

Connect with Anthony:

financialbedrock.com
anthony.metzger@yahoo.com

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Ira Singer

Wisdom of 25 Years of Relationship Building with Real Estate Investors

Today Dr. Allen chats with Ira Singer, Principal Mosaic Construction. He leads new business development, estimating, construction production, project management, and managing trade partner and vendor relationships for Mosaic Construction. As a relationship builder with over 20 years of experience in construction, Ira develops new opportunities through his various roles in the company and community. Since 1989 and for more than 12 decades, he has been in the exterior residential industry, and for over 12 years, he has owned Premier Window and Construction.

Ira is an expert in residential, commercial, and multifamily remodeling who works collaboratively from design through project execution. His objective is to exceed their client's expectations while developing key relationships with their clients, trade partners, and team members so they can provide remodeling services at the highest level to their clients.

In today's chat, listen to Ira's successful real estate journey and wisdom of over 25 years of relationship building with real estate investors. His primary objective is to work with owners to add value to the communities through a capital improvement project that will improve community residents' lives and bring attractive returns to the investors.

3 Key Points from the episode:

Building good Community relationships is very important in real estate investments.
It is imperative to have a General Contractor with experience in place.
An experienced syndicator attorney should draw up the Offering Memorandum.

Connect with Ira:

www.mosaicconstruction.net/
ira@mosaicconstruction.net

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Anthony Scandariato

Achieve 40% Cash-on-Cash Returns

Would you like to receive 40% leveraged cash-on-cash returns with the return of your investment capital within 36 months. I know it sounds unbelievable but today we will be visiting with an accomplished general partner who actually delivered this to his investors.

Our guest, Anthony Scandariato, graduated Cum Laude with a bachelor’s degree in Applied Economics and Management from Cornell University. Prior to co-founding his company Red Knight Properties he was Acquisitions & Asset Manager Vice President for Visions Properties where he sourced, negotiated, and managed the acquisition of $594 million Class A office assets.

Show highlights:

What has this last year been like for you in terms of acquisitions?
What have you purchased?
Take us through a case study of a recent acquisition.
Where and how are you finding the deals in this overheated seller’s market?
From an economist’s perspective where do you see the commercial real estate markets going in the next 12 months?
Where are the deals likely to be found?
What sectors are likely to be the big winners over the next 36 months?
What sectors are you staying away from?

Connect with Anthony:

www.redknightproperties.com/

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Scott Choppin

Succeeding in Real Estate Markets Where Most Others Fail

With us today is a veteran real estate developer and entrepreneur. He is a third-generation Southern Californian who is making it big in a state where many real estate developers are fleeing. The wisdom he brings from success in a market where many others fail is invaluable. Whether you are new or tuning into the show for the first time, I know you’ll find great value in today’s program.

Scott founded the Urban Pacific Group of Companies in 2000. Since then his company has brought over 1700 units of affordable housing to communities throughout the western USA.

The Choppin family has been in real estate development in Long Beach since 1960, which includes highlights such as the development of the Long Beach World Trade Center and the 293-unit CityPlace residential development in downtown Long Beach. Scott is an innovator in the fields of urban housing, mixed use projects, and affordable/middle income housing communities throughout the Western United States.

Main Points:

Scott, while many investors are fleeing Southern CA because of the high cost of living and tightening regulations, you’ve found a business development that works. In fact, you customarily deliver a 29% IRR to your investors. What is your secret to success in a state where many others have fled?
You do not limit your development to Southern CA but you do focus on middle-income workforce housing. Why the middle-income housing sector?
What are three of the most important factors that passive investors should focus on in offering memorandums?
What are the risks to passive investors investing in Urban town House (UTH) infill development?
How has workforce housing faired through the pandemic?

Connect with Scott:

choppin@urbanpacific.com
www.urbanpacific.com

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Brian Burke

Alleviate the Fear of Losing All of Your Investment in a Bad Deal

Would you like to invest in passive real estate opportunities but are afraid of losing your hard earned money in a bad deal? Today’s expert guest authored a bestselling book to prevent that very thing from happening to anyone else after seeing a friend of his lose everything in a deal that went very bad.

Brian Burke, our guest today, has acquired over half a billion dollars’ worth of real estate over a 30-year career including over 3,000 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, and constructed self-storage, but he prefers to reposition existing multifamily properties. Brian is the author of the Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications.

Main Points:

Equity
Capital Stack
Types of Entities: LP and Syndications
1. Private Placement Memorandum
2. Operating agreement
3. Subscription Agreement
Holding Title
The three primary performance indicators: IRR, CoC, Equity Multiple
Waterfall
Profit split
Preferred Return
Return of Capital

Connect with Brian:

www.PraxCap.com
www.linkedin.com/company/praxcap
www.linkedin.com/in/praxiscapital
www.facebook.com/praxcap/
twitter.com/praxcap
www.instagram.com/praxcap/
Instagram: @investorbrianburke

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Kavitha Baratakke

Holding over 2200 Doors and $100 Million in Real Estate Assets

Today Dr. Allen chats with Kavitha Baratakke, a principal at Cherry Street Investments is an Austin-based Real Estate investor and a full-time Multifamily Sponsor with over 10 years of investing experience in single family and multi-family real estate. Prior to real estate, she spent 19+ years as a Technology Professional working for IBM and Atlassian in various roles across Software Development, Customer Services, Partner Relations and Technical Account Management. She brings strong analytical, problem-solving and presentation skills from her technology background to real-estate.

She was determined from her childhood experience that she need to be financially stable and for that she worked hard also been through a lot of transition but she always made sure that she is financially stable. In real estate, she initially started with single-family homes and gradually moved to passive investment. She has invested in over $100m/2200+ doors worth of assets as a Limited Partner and over $80m of assets as a General Partner. She is primarily focused on Multifamily but is actively exploring other asset classes as well.

In today’s chat, listen to Kavitha’s eventful journey from India to a successful real estate investor in the USA. Her journey inspires upcoming generations to also work for financial freedom and independence through real estate investing.

3 Key Points from the episode:

If you’re not sure about due diligence, consult an attorney.
Share your experience with others it helps to create brand.
Due diligence is a must before arriving at any decision.

Connect with Kavitha:

www.cherrystreetinvestments.com/

kavitha@cherrystreetinvestments.com

(512) 659-6129

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Mark Kenney

More than 25 Years of Experience in Real Estate investments

Today Dr. Allen chats with Mark Kenney, a seasoned real estate investors and the co-founder with his wife Tamiel of Think Multifamily, a leading Multifamily Acquisition & Education company that prides itself on a family-oriented approach to business. Mark and Tamiel have invested in 10000+ apartment units, providing clients with the opportunity to invest with confidence through syndication at a reduced risk, and steady returns.

Mark started his real estate career over 25 years ago and has a passion for helping others succeed in the multifamily arena. He has built a dynamic organization that provides both educational resources and investing opportunities to meet every investor’s needs at each stage of their investing journey.

In today’s chat, listen to Mark’s inspiring and successful journey of a real estate investor. Mark stands firmly behind a business model promoting integrity, authenticity, family values, and servant leadership.

3 Key Points from the episode:

Real estate investment provides you significant amount of tax advantages.
Real estate investment provides you the opportunity to exponentially increase your net worth.
Pick only those deals that suit you and fills your basic criteria.

Connect with Mark:

www.thinkmultifamily.com/

mark@thinkmultifamily.com

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David Kamara

Divest From Wall Street to Develop Financial Independence via Real Estate Investing

Are you doing well enough financially but still concerned about what might happen to you and your family if you lost your source of income for even just a few months? If so, you share a commonality with the majority of Americans. In today’s conversation, we talk with a contemplative expert who developed a plan with a solution to the problem that anyone can implement.

Today Dr. Allen chats with David Kamara, founder Of Cape Sierra Capital and a real estate investor. David has 15 years of real estate investment experience. He purchased his first duplex in 2006 and currently owns over 200 units. Over the past five years David has been unwinding his single family and duplex/ four-plex portfolio holdings and focusing on larger multi-family investment opportunities.

David started his career in industrial distribution with McMaster-Carr and became a management consultant focusing on mergers, acquisitions and performance improvement for private equity investors and their management teams. He has served as interim CIO for a $550M contract manufacturer of cosmetics among other corporate roles. Before starting his own management consulting firm David held senior leadership roles at PricewaterhouseCoopers, Ernst & Young, and LM+CO (now part of BDO USA).

In today’s chat, engage with David's inspiring journey from a refugee to ultimate success as a real estate investor.

3 Key Points from the episode:

One should find trustworthy partners.
Real estate Investments can provide better ROI than Wall Street with less hassle and worry.
Thorough due diligence and investing with the right sponsor can bring excellent ROI.

Connect with David:

www.capesierracapital.com

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Garrett Sutton

Rich Dad Poor Dad Advisor Shares the Secrets of Asset Protection

It is one thing to grow wealth and quite another to keep it. Do you want to know how to protect your hard earned assets? If so, you’ll want to stay tune for today’s show as with us is Robert Kiyosaki’s personal asset protection attorney who brings us the wisdom of over 30 years of asset protection experience.

Today Dr. Allen chats with Garrett Sutton, Garrett Sutton is an attorney, best-selling author, and one of Robert Kiyosaki’s Rich Dad Advisors. He has over thirty-five years of experience in assisting individuals and businesses to limit their liability, protect their assets, implement advantageous corporate structures and advance their financial goals. He has appeared in the Wall Street Journal, the New York Times, and other publications.

Garrett is the owner and operator of CorporateDirect.com, which since 1988 has provided affordable asset protection and USA corporate formation services, for investors from around the world. Robert Kiyosaki, the best -selling author of Rich Dad, Poor Dad calls Garrett and Corporate Direct “the premiere source for asset protection strategies.”

In today’s chat, listen to Garret, a clear and engaging writer, he demystifies legal topics and presents them in a very understandable and accessible manner. Garrett enjoys speaking on asset protection strategies and is a frequent lecturer for business groups and the Rich Dad’s Advisors educational series.

3 Key Points from the episode:

Read the documents very carefully before making any investment.
Make good strategies to avoid real estate trouble.
Understand the operating agreement from the syndicator and make sure that you are not going to have any issue.

Connect with Garrett:

Real Estate Investing Abundance: Recent Episodes

Allen Lomax